Adapt Tips

A repository of useful 'How to' tips on a variety of subjects in Adapt.

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51 articles in this collection
Written by JACKIE READ

Candidate Longlist/Progress Notes editable and displayed in Entity preview window

Notes column clickable to 'Progress' record; Using 'Progress Notes' activity; 'Entity Preview' window displays Notes.
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Written by JACKIE READ
Updated over a week ago

Using Perm Assignment 'End Dates' in Searches & Studio Widgets

Using Perm Assignment 'End Dates' in Searches & Studio Widgets
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Written by JACKIE READ
Updated over a week ago

Change Address on a Client record

How to change a Client's address; Option to include updating a Contact's telephone number when changing Client Address.
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Written by JACKIE READ
Updated over a week ago

Originating Candidate & Job record stored on Saved Results

When running a Candidate Search or Job Match from a Candidate or Job, the originating record is used by default in any batch workflows run.
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Written by JACKIE READ
Updated over a week ago

Special Conditions & Clauses for Contracts on Client record & Contract Assignment record

Special Conditions/Clauses text section added to Client Summary & Contract Assignment Details pages. Field merged into Issue Contract.
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Written by JACKIE READ
Updated over a week ago

Actively Looking flag on a Candidate Record

Allows users to manually indicate and search for Candidates actively looking for work regardless of status.
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Written by JACKIE READ
Updated over a week ago

Contact at Work email defaults

Candidates default to Home email address; Contacts default to Work email address. Studio and Lead activity updates.
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Written by JACKIE READ
Updated over a week ago

Using the Margin Calculator

How to use the Margin Calculator
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Written by JACKIE READ
Updated over a week ago

Payrun Errors

Payrun validation errors
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Written by JACKIE READ
Updated over a week ago

Adapt Activities / Workflows

Running workflow in Adapt
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Written by JACKIE READ
Updated over a week ago

Assignment Records in Adapt

What are assignment records? How to find assignment records. Workflows run from assignments.
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Written by JACKIE READ
Updated over a week ago

Using QuickFind

How to use QuickFind in Adapt
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Written by JACKIE READ
Updated over a week ago

Send Docs By

Description of sending out email and letter documentation in Adapt.
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Written by JACKIE READ
Updated over a week ago

Adapt Icons

A description of the generic icons found throughout the Adapt system.
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Written by JACKIE READ
Updated over a week ago

Changing the Ownership of Records

How to change the Owning Consultant, Team, Office or Region in Adapt.
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Written by JACKIE READ
Updated over a week ago

Postcode Validation

Postcode validation and postcode radius search in Adapt.
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Written by JACKIE READ
Updated over a week ago

Tracking Competitor Submittals

How to track which agencies Candidates are being placed by.
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Written by JACKIE READ
Updated over a week ago

How to assign a task to a colleague

Using the 'Assigned To' section to add a task to a colleague.
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Written by JACKIE READ
Updated over a week ago

Changing the Requirements of a Job

Using the 'Requirements' activity to change details of an unfilled Job.
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Written by JACKIE READ
Updated over a week ago

Arranging a Client Visit

Setting up a Client meeting in Adapt. Logging Attended Client Visit notes.
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Written by JACKIE READ
Updated over a week ago

Create Client vs. Quick Client

Which to use?
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Written by JACKIE READ
Updated over a week ago

Sending Terms of Business

How do I send the TOB to my Contact in Adapt?
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Written by JACKIE READ
Updated over a week ago

How to use Re-Shortlist

How do I bring back a rejected Candidate to a Job / How to reshortlist a Candidate.
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Written by JACKIE READ
Updated over a week ago

Delete or Complete a Task?

Do I want to complete my tasks so they are still available for viewing, or permanently delete them?
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Written by JACKIE READ
Updated over a week ago

How to create an Adapt CV

How to create a uniform editable CV from an original CV in Adapt with any specified name.
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Written by JACKIE READ
Updated over a week ago

Booking a team meeting in the Adapt Calendar

Creating meetings with colleagues in Adapt.
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Written by JACKIE READ
Updated over a week ago

Contacting your Candidate from a Studio

Running contact workflow from a Studio
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Written by JACKIE READ
Updated over a week ago

Adding a Contact to a Mailshot Code Group in Adapt

How to add a Contact to a mailshot code group list
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Written by JACKIE READ
Updated over a week ago

Batch Acknowledge CVs by email for this week

How to acknowledge by email, all new Candidates registered within a specified date range.
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Written by JACKIE READ
Updated over a week ago

Cut, Copy and Paste docs in the Document Library

How to easily move documents within the document library.
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Written by JACKIE READ
Updated over a week ago

Adding Companies to Approach

How to specify Clients that a Candidate is interested in working for.
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Written by JACKIE READ
Updated over a week ago

How to add a Client rate for Temp Regular Job Categories

How to create and update Temp Regular Job Client Rates using Rate Categories.
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Written by JACKIE READ
Updated over a week ago

Acknowledging return of Terms of Business

How to record the date a 'Terms of Business' document is returned. How to add a copy of the signed document in Adapt.
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Written by JACKIE READ
Updated over a week ago

Unbooking a Contract Assignment

How to unbook a Contract assignment.
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Written by JACKIE READ
Updated over a week ago

How to share a custom Studio with a colleague

How to share a custom Studio with a colleague.
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Written by JACKIE READ
Updated over a week ago

Adding a document to the Document Library

How to add a document to the document library
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Written by JACKIE READ
Updated over a week ago

Adding a CV to a Candidate

How to add a CV document to a Candidate record. Editing CVs and setting default CVs.
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Written by JACKIE READ
Updated over a week ago

Creating an Internal Interview for a Candidate

How to create an interview with a Candidate in Adapt.
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Written by JACKIE READ
Updated over a week ago

How to leave a message for a colleague

How to create a task and reminder alarm with a message for your colleague in Adapt.
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Written by JACKIE READ
Updated over a week ago

Using Ranking and Weighting in document search results

How to add a weight to a search term in a document search.
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Written by JACKIE READ
Updated over a week ago

Searching for Working Temps this week

How to create a list of temp candidates with bookings in a specified date range
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Written by JACKIE READ
Updated over a week ago

Creating a Temp Regular or Contract Timesheet from a Studio

Quickly create a timesheet for a Temp Regular or Contract Assignment form the Workers Studio.
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Written by JACKIE READ
Updated over a week ago

Reformatting QuickFind Results

How to add fields of information to QuickFind results
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Written by JACKIE READ
Updated over a week ago

Creating Favourite Records

How to set favourite records
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Written by JACKIE READ
Updated over a week ago

Navigating records from Search results

How to navigate and highlight records derived from a set of search results.
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Written by JACKIE READ
Updated over a week ago

Navigating records from QuickFind results

How to work through records from a set of QuickFind results.
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Written by JACKIE READ
Updated over a week ago

Active Searches

How to set up searches to be automatically re-run periodically
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Written by JACKIE READ
Updated over a week ago

Using Quick Book

How to create and book a Temp Regular Job in one workflow
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Written by JACKIE READ
Updated over a week ago

How to Run the Payrun

How to create Payrun export files from a set of timesheet records
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Written by JACKIE READ
Updated over a week ago

Importing an Email

How to import an email from Outlook into Adapt.
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Written by JACKIE READ
Updated over a week ago

Logging a Call back with Reminder

How to create a reminder task and alarm for a follow up call.
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Written by JACKIE READ
Updated over a week ago