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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
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 over a week ago

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 over a week ago

Setting up Internet Explorer as your Browser for Adapt (Windows PC)

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

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

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 over a week ago
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