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Adapt Training Articles
Adapt Training Articles
User guides to all sections of the Adapt system
The My Adapt Menu Options
Home Pages of the Adapt Menu Options
My Studios
Temp Desk
Calendar
Journal
KPI's (Key Performance Indicators)
Tasks
CV Import Tool
Document Library
CV Import
Drag and Drop instant CV Parsing
CV Import Tool- Importing CVs from Outlook.
CV Import Tool - Importing CVs stored on a Computer
CV Import Tool - Assigning Attributes to fields
CV Import Tool - Running the Import
The Recruitment workflows
Longlisting Candidates to Jobs
Shortlisting Candidates to a Job
Arranging Interviews
Sending CVs to Contacts
Interview Updates
Reject Candidate
Job Offer Process
How to Place a Candidate into a Permanent Job Assignment
How to Book a Candidate into a Temp Regular Job Assignment.
How to Fill a Candidate into a Contract Job Assignment.
IR35 Rules for Contract Assignments
Overview of 2021 changes to the Off-Payroll working rules (IR35) for Contract Assignments
Adapt Contract Assignments and the IR35 Rule (2021)
Adapt Payroll Export updates for IR35
Post Placement Activities
Permanent Post Placement Activities
Temp Assignment Activities
Temp Regular Post Booking Activities
Contract Post Placement Activities
Creating Timesheets for Temp Regular Assignments
Creating Timesheets for Contract Assignments
GDPR Adapt Overview
FAQ - GDPR functionality in Adapt
GDPR Process Enhancements in Adapt
GDPR - Using the Consent basis for processing data - Overview
GDPR - Using the Consent Approach in Adapt
GDPR - Using the Legitimate Interest basis for processing data - Overview
GDPR - Using the Legitimate Interest Approach (and Other Processing Methods) in Adapt
GDPR - Upholding Individual Rights - Overview
GDPR Settings in Adapt
Right to be Informed
Right of Access
Right to Rectification
Right to Erasure (Right to be Forgotten)
Right to Restrict Processing
Right to Data Portability
Right to Object
Deleting an Individual for GDPR with dual roles in Adapt
GDPR Eshot settings
Monitoring GDPR
Consent and Permission Studio
GDPR Notifications Studio
GDPR Consent/Permission Report
GDPR Objections Report
GDPR searching in Candidate and Contact searches
Candidate Availability and Unavailability
Defining Candidate Searching Preferences
Logging Temp/Contract Candidate Availability, Unavailability & Working Preferences
Searching for Temp/Contract Candidates by Availability
Candidate Availability booking rules
Requesting Temp/Contract Candidate Availability
Temp Shift
Steps required to Create a Temp Shift Job using RTDs and Frameworks
Steps required to create a Temp Shift Job with No RTD or Framework
How to Create a Framework
How to Create Rate Matrices
Creating Rate Time Definitions
How to Link a Client to a Framework
How to Create a Temporary Shift Job with No RTD
How to Create new Temp Shift Jobs using RTDs
How to Create Shifts for Temp Shift Jobs
How to Create Shift Time Definitions for Shift Types
Creating Timesheets for Temp Shift Assignments
Filling Shifts from the Shift Info page
Temp Shift Rate Updates and Settings
Using the Temp Desk
Temp Desk Single Shift Filling using Drag and Drop
Temp Desk Bulk Shift Booking using Drag and Drop
Examples of creating a Temp Shift Job, with various Shifts and Rates using a Shift Rate Time Definition (SRTD) .
Example of creating a Temp Shift Job, with various Shifts and Rates using a Time Bands Rate Time Definition.
Example of creating a Temp Shift Job, with various Shifts and Rates using a Daily Rate Time Definition.
Example of creating a Temp Shift Job, with various Shifts and Rates using a Weekly Rate Time Definition.
Providing a Key Information Document for Agency Workers
Key Information Document for Agency Workers in Adapt
Compliance & Onboarding in Adapt
Compliance & Onboarding Overview
Onboarding & Compliance Settings
Creating an Item for Compliance and Onboarding
Creating a Package for Compliance/Onboarding Items
Compliance & Onboarding on the Client and Job records.
Compliance & Onboarding on the Candidate record
Compliance & Onboarding on the Assignment record
Is the Candidate compliant for the Job?
Creating a Candidate Compliance Summary Form
AWR
Introduction to AWR
The AWR Clock
AWR Fields
Client Structure and AWR
AWR Client Rates on Temp & Contract Jobs
AWR Recording unavailability for Agency Workers
AWR Request for Information
AWR Switch Off
Post AWR Qualification Rate Uplift.
Pay Between Assignment Workers
Searching
How to create and use Data Searches
Reformatting Search Results
How to create a Document Search
Using Logic in Document Searches
Using AND, OR, AND NOT in Document searches
Using Brackets in document searching
Saved Search Results - Options menu
Saved Search Results - Activities menu
Saved Search Results - Batch menu
Saved Results Settings
Exporting Searches into Excel
How to move or copy a saved search
'On Behalf Of' Activity Feature throughout Adapt
'On Behalf Of' Overview
Setting the Adapt 'On Behalf Of' activity attribution default
Where can I use Activity Attribution in Adapt?
Reports (Standard)
Adapt Standard Reports
Working Temps Report
Working Contractors Report
AWR Report
Missing Timesheets Report
Timesheets Report
Compliance Report of Candidate 'Check Types'
Equal Opportunities Report
Leads Report
GDPR Consent/Permission Report
GDPR Objections Report
Onboarding and Compliance Status Report
Activity Analysis Report
Activity & Financial Analysis Report
Analytics Report
Candidate Source Report
Client League Table
CVs Sent and Interview Analysis Report
Forecasted / Generated Revenue Report
Job Activity By User Report
Phone Calls Analysis Report
Pipeline Report
Studios
Studio Features
Standard System Studios
Creating Custom Studios
Additional Studio widgets
Leads
Lead Jobs
Creating a Lead Contact
Creating a Lead Client
Fantastic Tools in Adapt
Candidate Merge Tool
Show on Google Maps
Using Flyouts
FastFind
The Organogram
Eshots in Adapt
Options for Sending Eshots from Adapt
Sending Eshots from Adapt Webinar