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Getting Started with Adapt

Getting Started with Adapt

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

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46 articles in this collection
Written by JACKIE READ and Florence Parrack
Workstation Set-up Guides

Adapt Hardware & Software requirements for a Windows PC

What do I need to have on my PC for my Adapt system to work? How to install ADA - Adapt Desktop Agent for windows.
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Written by JACKIE READ
Updated this week

Adapt Hardware & Software requirements for an Apple Mac

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.
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Written by JACKIE READ
Updated this week

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

How to set up Google Chrome for Adapt on your Windows PC.
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Written by JACKIE READ
Updated over a week ago

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

How to set up Mozilla Firefox for Adapt on your Windows PC.
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Written by JACKIE READ
Updated over a week ago

Setting up your Apple Mac Internet Browser for Adapt

How to set up Google Chrome and Mozilla Firefox for Adapt on your Apple Mac.
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Written by JACKIE READ
Updated over a week ago
Minimum Infrastructure Requirements (OnPremise)

Adapt Minimum Infrastructure Requirements 2021.0

This document outlines the minimum infrastructure requirements to install and run Adapt 2021.0 for self-hosting OnPremise Clients.
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Written by Florence Parrack
Updated over a week ago

Adapt Minimum Infrastructure Requirements 2020.2

This document outlines the minimum infrastructure requirements to install and run Adapt 2020.2 for self-hosting OnPremise Clients.
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Written by JACKIE READ
Updated over a week ago
Settings

2FA in Adapt - User Guide

Setting up 2FA for your Adapt System
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Written by JACKIE READ
Updated this week

Settings

A explanation of the Settings options from the navigation bar and the Settings options from the Adapt Menu
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Written by JACKIE READ
Updated over a week ago

Adapt Manager Profile Webinar

New profile with administrator functions available to select users. Adapt Manager Webinar.
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Written by JACKIE READ
Updated over a week ago
Getting Started Webinars

Starting Your Day Webinar

Link to the 'Starting Your Day Webinar' (16:48). Includes creating Studios and your Daily Planner.
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Written by JACKIE READ
Updated over a week ago

Adding Candidates Webinar

Link to the 'Adding Candidates' webinar (25:23). Includes how to add Candidates via CV Import.
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Written by JACKIE READ
Updated over a week ago

Creating Clients and Adding Jobs Webinar

How to create Clients and add Jobs in Adapt - Webinar
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Written by JACKIE READ
Updated over a week ago

The Recruitment Workflow Webinar

Link to 'The Recruitment Workflow' webinar (25:47)
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Written by JACKIE READ
Updated over a week ago

Searching Webinar

Link to the 'Searching' webinar (23:01). Includes using the Formatter Tool and working with your Saved Results.
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Written by JACKIE READ
Updated over a week ago

Different Job Types in Adapt Webinar

A description of the different Job types in Adapt - Webinar
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Written by JACKIE READ
Updated over a week ago

Temp Shift Webinar

Temp Shift Webinar. Creating a framework of rates, Daily/Weekly hours, Time Bands, Shift Rate, No RTD, Adding Jobs & Shifts, Using Temp Desk
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Written by JACKIE READ
Updated over a week ago

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

An overview of which Rate Time Definition (RTD) to use for Temp Shift Jobs - Webinar
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Written by JACKIE READ
Updated over a week ago

How to add a Contact record Webinar

Creating a Contact from the People tab or Company record - Webinar
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Written by JACKIE READ
Updated over a week ago

How to add an Invoice Point Webinar

How to add an Invoice Point in Adapt - Webinar
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Written by JACKIE READ
Updated over a week ago

How to add a Client / Company Webinar

How to Create a Client / Company using Create Client and Quick Client - Webinar
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Written by JACKIE READ
Updated over a week ago

How to add a Parent Company Webinar

How to add a Parent Company record - Webinar
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Written by JACKIE READ
Updated over a week ago

Data Searches Webinar

An overview of the Data Searches available in Adapt - Webinar
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Written by JACKIE READ
Updated over a week ago

Document Searching Webinar

An overview of Document Searching in Adapt - Webinar
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Written by JACKIE READ
Updated over a week ago
People

How to add a Candidate record

How to add a new Candidate manually into Adapt. Adding a Candidate Webinar (Manual Creation).
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Written by JACKIE READ
Updated over a week ago

How to add an Invoice Point

Why would I use an Invoice Point? Adding an Invoice point - run from the Audit & Invoicing page of the Client record.
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Written by JACKIE READ
Updated over a week ago

How to add a Contact record

Creating a Contact from the People tab or Company record. How to change a Contact Job Title; Setting Eshot permission on contact creation.
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Written by JACKIE READ
Updated over a week ago
Companies

How to add a Client / Company

Add a Client / Company using Create Client and Quick Client
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Written by JACKIE READ
Updated over a week ago

How to add a Parent Company record

Why would I use a Parent Company record? How to add a Parent Company record and link Clients.
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Written by JACKIE READ
Updated over a week ago
Jobs

Different Job Types in Adapt

A description of the different Job types in Adapt and when they should be used.
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Written by JACKIE READ
Updated over a week ago

How to create a Permanent Job

How to create a permanent job in Adapt. Adding 'End Dates' on Permanent Jobs.
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Written by JACKIE READ
Updated over a week ago

How to add a Contract Job

How to add a Contract Job and any Contract specific Rates in Adapt.
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Written by JACKIE READ
Updated over a week ago

How to add a Temporary Regular Job

How to create a Temporary Regular Job in Adapt with Job specific Rates.
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Written by JACKIE READ
Updated over a week ago

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

A description of how and when to use each RTD option
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Written by JACKIE READ
Updated over a week ago
Searches

Data Searches

An explanation of the data searching function within Adapt.
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Written by JACKIE READ
Updated over a week ago

Document Search

What is document searching?
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Written by JACKIE READ
Updated over a week ago
Reports

Reports

Current standard reports available within Adapt.
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Written by JACKIE READ
Updated over a week ago

Adapt Reporter

Adapt Reporter overview. Adapt reporter database views.
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Written by JACKIE READ
Updated this week
Documents and Templates

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

Additional Merge Fields added to various templates for Contract, Contract Extension, Contract to Perm & Compliance Form in 2020.1uk release.
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Written by JACKIE READ
Updated over a week ago

'Permanent Placement Invoice' Template Updated in 2019.3uk

Invoice Point Name, Contact Name and Client Address added. Bill total displays correctly.
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Written by JACKIE READ
Updated over a week ago

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

'Job Title' merge code has been added to the Candidate Telephone Interview email and post templates
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Written by JACKIE READ
Updated over a week ago

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

Additional document merge fields added to various templates in the Adapt 2019.2uk release
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Written by JACKIE READ
Updated over a week ago

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

New document 'merge' fields available for documents in the 2.10 release. Special Conditions/Clauses added to Contracts.
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Written by JACKIE READ
Updated over a week ago

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

Additional merge fields available on various templates in the Adapt 2.9 release.
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Written by JACKIE READ
Updated over a week ago

Contract Assignment Booking Form Merge Codes

​All available merge codes for the Contract Assignment Booking Form template. Assignment Job Title added in the Adapt 2.9 release.
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Written by JACKIE READ
Updated over a week ago

Document Hard Delete

How to set documents to be permanently or logically deleted.
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Written by JACKIE READ
Updated over a week ago