Adapt (UK/EMEA)

Workstation Set-up Guides, Minimum Infrastructure requirements, Getting Started Webinars, People, Companies, Jobs, Searches, Reports, Documents & Templates (Merge Codes)

Getting Started with Adapt

What do I need to have on my PC for my Adapt system to work? How to install ADA - Adapt Desktop Agent for windows.

Adapt Hardware & Software requirements for a Windows PC

What do I need to have on my Apple Mac for my Adapt system to work? How to install ADA - Adapt Desktop Agent for a Mac.

Adapt Hardware & Software requirements for an Apple Mac

How to set up Google Chrome for Adapt on your Windows PC.

Setting up Google Chrome as your Browser for Adapt (Windows PC)

How to set up Mozilla Firefox for Adapt on your Windows PC.

Setting up Mozilla Firefox as your Browser for Adapt (Windows PC)

How to set up Google Chrome and Mozilla Firefox for Adapt on your Apple Mac.

Setting up your Apple Mac Internet Browser for Adapt

Workstation Set-up Guides

This document outlines the minimum infrastructure requirements to install and run Adapt 2021.0 for self-hosting OnPremise Clients.

Adapt Minimum Infrastructure Requirements 2021.0

This document outlines the minimum infrastructure requirements to install and run Adapt 2020.2 for self-hosting OnPremise Clients.

Adapt Minimum Infrastructure Requirements 2020.2

Minimum Infrastructure Requirements (OnPremise)

2FA in Adapt - User Guide

A explanation of the Settings options from the navigation bar and the Settings options from the Adapt Menu

Settings

Adapt Manager Profile User Guide

New profile with administrator functions available to select users. Adapt Manager Webinar.

Adapt Manager Profile Webinar

Link to the 'Starting Your Day Webinar' (16:48). Includes creating Studios and your Daily Planner.

Starting Your Day Webinar

Link to the 'Adding Candidates' webinar (25:23). Includes how to add Candidates via CV Import.

Adding Candidates Webinar

How to create Clients and add Jobs in Adapt - Webinar

Creating Clients and Adding Jobs Webinar

Link to 'The Recruitment Workflow' webinar (25:47)

The Recruitment Workflow Webinar

Link to the 'Searching' webinar (23:01). Includes using the Formatter Tool and working with your Saved Results.

Searching Webinar

A description of the different Job types in Adapt - Webinar

Different Job Types in Adapt Webinar

Temp Shift Webinar. Creating a framework of rates, Daily/Weekly hours, Time Bands, Shift Rate, No RTD, Adding Jobs & Shifts, Using Temp Desk

Temp Shift Webinar

An overview of which Rate Time Definition (RTD) to use for Temp Shift Jobs - Webinar

Which RTD should I use for my Temp Shift Job? Webinar

Creating a Contact from the People tab or Company record - Webinar

How to add a Contact record Webinar

How to add an Invoice Point in Adapt - Webinar

How to add an Invoice Point Webinar

How to Create a Client / Company using Create Client and Quick Client - Webinar

How to add a Client / Company Webinar

How to add a Parent Company record - Webinar

How to add a Parent Company Webinar

An overview of the Data Searches available in Adapt - Webinar

Data Searches Webinar

An overview of Document Searching in Adapt - Webinar

Document Searching Webinar

Getting Started Webinars

How to add a new Candidate manually into Adapt. Adding a Candidate Webinar (Manual Creation).

How to add a Candidate record

Why would I use an Invoice Point? Adding an Invoice point - run from the Audit & Invoicing page of the Client record.

How to add an Invoice Point

Creating a Contact from the People tab or Company record. How to change a Contact Job Title; Setting Eshot permission on contact creation.

How to add a Contact record

People

Add a Client / Company using Create Client and Quick Client

How to add a Client / Company

Why would I use a Parent Company record? How to add a Parent Company record and link Clients.

How to add a Parent Company record

Companies

A description of the different Job types in Adapt and when they should be used.

Different Job Types in Adapt

How to create a permanent job in Adapt. Adding 'End Dates' on Permanent Jobs.

How to create a Permanent Job

How to add a Contract Job and any Contract specific Rates in Adapt.

How to add a Contract Job

How to create a Temporary Regular Job in Adapt with Job specific Rates.

How to add a Temporary Regular Job

A description of how and when to use each RTD option

Which Rate Time Definition (RTD) should I use for my Temp Shift Job?

Jobs

An explanation of the data searching function within Adapt.

Data Searches

Document Search

Searches

Current standard reports available within Adapt.

Reports

Adapt Reporter overview. Adapt reporter database views.

Adapt Reporter

Additional Merge Fields added to various templates for Contract, Contract Extension, Contract to Perm & Compliance Form in 2020.1uk release.

Additional Document 'Merge' Fields available for Templates delivered in Adapt 2020.1uk

Invoice Point Name, Contact Name and Client Address added. Bill total displays correctly.

'Permanent Placement Invoice' Template Updated in 2019.3uk

'Job Title' merge code has been added to the Candidate Telephone Interview email and post templates

Job Title Merge Field added to Telephone Interview Template in Adapt 2019.2uk

Additional document merge fields added to various templates in the Adapt 2019.2uk release

Additional Document Merge Fields available for templates delivered in Adapt 2019.2uk

New document 'merge' fields available for documents in the 2.10 release. Special Conditions/Clauses added to Contracts.

Additional Document 'Merge' Fields available for Templates delivered in Adapt 2.10

Additional merge fields available on various templates in the Adapt 2.9 release.

Additional Document 'Merge' Fields available for Templates delivered in Adapt 2.9

​All available merge codes for the Contract Assignment Booking Form template. Assignment Job Title added in the Adapt 2.9 release.

Contract Assignment Booking Form Merge Codes

How to set documents to be permanently or logically deleted.

Document Hard Delete

Documents and Templates

Erecruit

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