Adapt Training Articles

Home Pages of the Adapt Menu Options

A quick overview of the home pages of each menu option in Adapt.

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Written by JACKIE READ
Updated over a week ago

My Studios

What are Adapt Studios? List of available Standard Studios.

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Written by JACKIE READ
Updated over a week ago

Temp Desk

A brief description of the Temp Desk in Adapt

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Written by JACKIE READ
Updated over a week ago

Calendar

What is the Adapt Calendar and what does it show?

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Written by JACKIE READ
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Journal

What are Journal records? How to use and filter Journal records. How to add Journal notes.

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Written by JACKIE READ
Updated over a week ago

KPI's (Key Performance Indicators)

A description of KPIs and how they are set in Adapt

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Written by JACKIE READ
Updated over a week ago

Tasks

What are tasks? How to use your tasks and how to add a new Task manually.

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Written by JACKIE READ
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CV Import Tool

An overview of the CV Import tool in Adapt

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Written by JACKIE READ
Updated over a week ago

Document Library

What is the Document Library used for? How do I add documents from my computer? Removing documents.

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Written by JACKIE READ
Updated over a week ago

Drag and Drop instant CV Parsing

Drag and drop single or multiple CVs from for instant CV parsing in Adapt

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Written by JACKIE READ
Updated over a week ago

CV Import Tool- Importing CVs from Outlook.

How to import CV(s) from emails in Outlook. Adding a Candidate using CV Import Webinar.

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Written by JACKIE READ
Updated over a week ago

CV Import Tool - Importing CVs stored on a Computer

How to import CVs held on your computer drive. Adding a Candidate using CV Import webinar.

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Written by JACKIE READ
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CV Import Tool - Assigning Attributes to fields

How CV attributes are assigned to fields and how to change them

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Written by JACKIE READ
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CV Import Tool - Running the Import

How to run the import and deal with duplicates

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Written by JACKIE READ
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Longlisting Candidates to Jobs

Recruitment Process - How to Longlist Candidates to a Job.

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Written by JACKIE READ
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Shortlisting Candidates to a Job

Recruitment Process - How to shortlist Candidates to a Job

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Written by JACKIE READ
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Arranging Interviews

Recruitment Process - How to schedule interviews for Candidates with a Contact.

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Written by JACKIE READ
Updated over a week ago

Sending CVs to Contacts

Recruitment Process - How to send CV(s) to Clients

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Written by JACKIE READ
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Interview Updates

Recruitment Process - How to amend Interviews, log attendance and log feedback.

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Written by JACKIE READ
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Reject Candidate

Recruitment Process - How to reject a submitted Candidate from a Job

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Written by JACKIE READ
Updated over a week ago

Job Offer Process

Recruitment Process - How to offer the Candidate the job. Accepting or Rejecting the Offer.

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Written by JACKIE READ
Updated over a week ago

How to Place a Candidate into a Permanent Job Assignment

Recruitment Process - How to place the successful Candidate into a Permanent Job. Using Perm Assignment 'End Dates' in Searches and Studios.

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Written by JACKIE READ
Updated over a week ago

How to Book a Candidate into a Temp Regular Job Assignment.

Recruitment Process - How to book a Candidate into a Temp Regular Job Assignment.

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Written by JACKIE READ
Updated over a week ago

How to Fill a Candidate into a Contract Job Assignment.

Recruitment Process - How to fill the Contract Job assignment with a Candidate, send Contract and Booking form.

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Written by JACKIE READ
Updated over a week ago

Overview of 2021 changes to the Off-Payroll working rules (IR35) for Contract Assignments

Overview of the the 2021 IR35 rules ; IR35 explained; What you need to do as a client; How can Adapt help me administer IR35 rule changes?

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Written by JACKIE READ
Updated over a week ago

Adapt Contract Assignments and the IR35 Rule (2021)

How to facilitate the IR35 rules within Contract Assignments in Adapt.

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Written by JACKIE READ
Updated over a week ago

Adapt Payroll Export updates for IR35

Adapt Payroll export changes to Tempaid, RSM InTime, the Standard Payrun and Bureau for IR35.

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Written by JACKIE READ
Updated over a week ago

Permanent Post Placement Activities

Check-in; Change Rates/Invoice Point/Start Date; Invoice; Credit Note; Amend Split; Ending Perm Assignments; Extending Fixed Term Assignment

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Written by JACKIE READ
Updated over a week ago

Temp Assignment Activities

Temp Check-In, Temp to Perm, Amend Consultant Split, Change Invoice Point, Invoice, Credit Note, Create Booking Form

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Written by JACKIE READ
Updated over a week ago

Temp Regular Post Booking Activities

Extend Booking, Amend Temp Regular Assignment Rates, Unbook or Amend bookings.

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Written by JACKIE READ
Updated over a week ago

Contract Post Placement Activities

Issue Contract,Check-in,Booking Form, Amend Assignment Rates/Dates, Unbook,Contract to Perm, Invoice, Amend Split,Invoice Point, Extensions.

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Written by JACKIE READ
Updated over a week ago

Creating Timesheets for Temp Regular Assignments

How to create a Timesheet for a Temp Regular Assignment

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Written by JACKIE READ
Updated over a week ago

Creating Timesheets for Contract Assignments

How to create Timesheets for a Contract Assignment

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Written by JACKIE READ
Updated over a week ago

FAQs - GDPR functionality in Adapt

GDPR Client Question & Answers for Adapt v 2.8

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Written by JACKIE READ
Updated over a week ago

FAQs - GDPR and Adapt Data Processor

For erecruit Hosted Clients (OnDemand and OnDemand Plus). FAQs on your data protection and data privacy.

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Written by JACKIE READ
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GDPR and Adapt

Using Adapt to help with your GDPR compliance.

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Written by JACKIE READ
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The Principles of GDPR

Excerpt from Article 5 of the GDPR.

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Written by JACKIE READ
Updated over a week ago

GDPR - Using the Consent basis for processing data - Overview

An explanation of Consent, and the features within Adapt to administer Consent.

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Written by JACKIE READ
Updated over a week ago

GDPR - Using the Consent Approach in Adapt

How to request and record Consent and Explicit Consent. Evidencing Consent, reviewing and refreshing Consent and withdrawing Consent.

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Written by JACKIE READ
Updated over a week ago

GDPR - Using the Legitimate Interest basis for processing data - Overview

An explanation of Legitimate Interest, and the features within Adapt to administer Legitimate Interest.

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Written by JACKIE READ
Updated over a week ago

GDPR - Using the Legitimate Interest Approach (and Other Processing Methods) in Adapt

How to inform individuals being processed using LI, Contract, Legal Obligation, Vital Interest & Public Task. Audit & monitoring in Adapt.

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Written by JACKIE READ
Updated over a week ago

GDPR - Upholding Individual Rights - Overview

An explanation of Individual Rights, and the features within Adapt to administer Individual Rights.

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Written by JACKIE READ
Updated over a week ago

GDPR Settings in Adapt

Permission to delete/restrict records & run SAR, Storing GDPR consent & policy documentation, GDPR settings.

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Written by JACKIE READ
Updated over a week ago

Right to be Informed

How Adapt could help to prove your Individuals have been informed about the collection and use of their personal data.

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Written by JACKIE READ
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Right of Access

How to grant access to the GDPR portal where an Individual can view their personal data held in Adapt.

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Written by JACKIE READ
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Right to Rectification

The ability to edit journal notes in Adapt in order to correct any inaccurate data held on a person record

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Written by JACKIE READ
Updated over a week ago

Right to Erasure (Right to be Forgotten)

When and how to remove (delete), retain, or retain and restrict the data of Individuals in Adapt.

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Written by JACKIE READ
Updated over a week ago

Right to Restrict Processing

How to temporarily stop processing the data of a person in Adapt, whilst it is being reviewed.

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Written by JACKIE READ
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Right to Data Portability

Giving Individuals access to their Adapt data through the GDPR portal where they can download any personal documentation

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Written by JACKIE READ
Updated over a week ago

Right to Object

How to record the Objection or Consent Withdrawal & the reasons for it. How to record the Agency's decision; continue or stop processing.

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Written by JACKIE READ
Updated over a week ago

Deleting an Individual for GDPR with dual roles in Adapt

What happens when deleting a person who is both a Candidate and a Contact in Adapt.

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Written by JACKIE READ
Updated over a week ago

GDPR Eshot settings

Option to override Batch Eshots to Candidates. Dual Role Eshot email settings.

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Written by JACKIE READ
Updated over a week ago

Consent and Permission Studio

When using the Consent approach, use this studio for a constant overview of the status of Consent for Candidates and Contacts.

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Written by JACKIE READ
Updated over a week ago

GDPR Notifications Studio

An overview of all Individuals in the deletion queue or in restricted mode.

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Written by JACKIE READ
Updated over a week ago

GDPR Consent/Permission Report

A date range report showing the status of Consent for Candidates and Contacts.

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Written by JACKIE READ
Updated over a week ago

GDPR Objections Report

A summary report of all people who have expressed their right to object or have withdrawn consent.

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Written by JACKIE READ
Updated over a week ago

GDPR searching in Candidate and Contact searches

Candidate & Contact searches have a GDPR section enabling users to search on Consent criteria, Permission Type and Legitimate Interest.

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Written by JACKIE READ
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Defining Candidate Searching Preferences

Defining Candidate Searching Preferences

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Written by JACKIE READ
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Logging Temp/Contract Candidate Availability, Unavailability & Working Preferences

How to log a Temp or Contract Candidate's availability, unavailability and working preferences.

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Written by JACKIE READ
Updated over a week ago

Searching for Temp/Contract Candidates by Availability

How Adapt uses a Temp or Contract Candidate's availability when running searches.

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Written by JACKIE READ
Updated over a week ago

Candidate Availability booking rules

Booking rules using confirmed Candidate Availability, Unavailability and Working preferences. Booking rules for amended bookings.

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Written by JACKIE READ
Updated over a week ago

Requesting Temp/Contract Candidate Availability

How to request Candidate availability using email or SMS. Setting a time period for the availability request.

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Written by JACKIE READ
Updated over a week ago

Steps required to Create a Temp Shift Job using RTDs and Frameworks

The 8 steps to creating a Temp Shift Job and creating & filling the shifts & timesheets using a Framework, Rate Matrix and RTD.

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Written by JACKIE READ
Updated over a week ago

Steps required to create a Temp Shift Job with No RTD or Framework

The 4 steps to creating a Temp Shift Job and creating & filling the shifts & timesheets using no RTD or Framework.

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Written by JACKIE READ
Updated over a week ago

How to Create a Framework

How to create a Framework for a collection of Rate Matrices for Temp Shift Jobs

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Written by JACKIE READ
Updated over a week ago

How to Create Rate Matrices

How to create a Rate Matrix for a Job Category.

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Written by JACKIE READ
Updated over a week ago

Creating Rate Time Definitions

How to add No RTD, Shift Rate Time, Time Bands, Daily Hours and Weekly Hours Rate Time Definitions.

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Written by JACKIE READ
Updated over a week ago

How to Link a Client to a Framework

How to link Frameworks to Clients. Viewing Clients linked to Frameworks, and Frameworks linked to Clients. Copying Frameworks.

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Written by JACKIE READ
Updated over a week ago

How to Create a Temporary Shift Job with No RTD

How to create a Temporary Shift Job with No RTD.

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Written by JACKIE READ
Updated over a week ago

How to Create new Temp Shift Jobs using RTDs

How to create a new Temp Shift Job using an RTD

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Written by JACKIE READ
Updated over a week ago

How to Create Shifts for Temp Shift Jobs

How to create and view Shift Ranges and Shift Patterns in Adapt. Troubleshooting for "No valid rates for selected period" error message.

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Written by JACKIE READ
Updated over a week ago

How to Create Shift Time Definitions for Shift Types

Defining the working hours of a Shift Type.

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Written by JACKIE READ
Updated over a week ago

Creating Timesheets for Temp Shift Assignments

Time Entry Search. Creating single & batch Temp Shift Timesheets. Authorising & viewing Temp Shift Timesheets. Timesheet Population Control.

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Written by JACKIE READ
Updated over a week ago

Filling Shifts from the Shift Info page

How to Amend, Delete and Fill Shifts from the Shift Info page

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Written by JACKIE READ
Updated over a week ago

Temp Shift Rate Updates and Settings

How to Update, Delete and Uplift Rates. Viewing past Rates. Defining Permissions for adding Rates. Bank Holiday Planner for Rates.

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Written by JACKIE READ
Updated over a week ago

Using the Temp Desk

What does the Adapt Temp Desk screen display, what filters can be applied & what activities can be run? Using SOURCE to match Candidates.

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Written by JACKIE READ
Updated over a week ago

Temp Desk Single Shift Filling using Drag and Drop

How to book Candidates into shifts using drag and drop on the Temp Desk. Unbooking & amending Unfilled/Filled shifts from the Temp Desk.

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Written by JACKIE READ
Updated over a week ago

Temp Desk Bulk Shift Booking using Drag and Drop

Booking multiple candidates into multiple shifts. Bulk Unbook Candidates. Bulk Amend variable shifts. Bulk Copy or Extend shifts.

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Written by JACKIE READ
Updated over a week ago

Examples of creating a Temp Shift Job, with various Shifts and Rates using a Shift Rate Time Definition (SRTD) .

Examples of Client scenarios for setting up a temp shift role, their shifts and their rates using a SRTD in Adapt.

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Written by JACKIE READ
Updated over a week ago

Example of creating a Temp Shift Job, with various Shifts and Rates using a Time Bands Rate Time Definition.

An example of a Client scenario for setting up a temp shift role, shifts and rates using a Time Bands RTD in Adapt.

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Written by JACKIE READ
Updated over a week ago

Example of creating a Temp Shift Job, with various Shifts and Rates using a Daily Rate Time Definition.

An example of a Client scenario for setting up a temp shift role, shifts and rates using a Daily RTD in Adapt.

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Written by JACKIE READ
Updated over a week ago

Example of creating a Temp Shift Job, with various Shifts and Rates using a Weekly Rate Time Definition.

An example of a Client scenario for setting up a temp shift role, shifts and rates using a Weekly RTD in Adapt.

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Written by JACKIE READ
Updated over a week ago

Key Information Document for Agency Workers in Adapt

How can I provide a Key Information Document ( KID ) for my Agency Workers using Adapt?

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Written by JACKIE READ
Updated over a week ago

Compliance & Onboarding Overview

An explanation of the Compliance & Onboarding features in Adapt and how to use them.

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Written by JACKIE READ
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Onboarding & Compliance Settings

Onboarding & Compliance tab in Adapt Manager / Administrator profile.

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Written by JACKIE READ
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Creating an Item for Compliance and Onboarding

How to create Items for Onboarding and Compliance using the Administrator / Adapt Manager profile

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Written by JACKIE READ
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Creating a Package for Compliance/Onboarding Items

How to create packages of items for Onboarding and Compliance using the Adapt Manager profile. How to add items to a package.

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Written by JACKIE READ
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Compliance & Onboarding on the Client and Job records.

How to add Compliance/Onboarding Items and Packages to a Client, Job and Lead Job record.

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Written by JACKIE READ
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Compliance & Onboarding on the Candidate record

Assigning Items to create 'Onboarding Request Items' on a Candidate record.

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Written by JACKIE READ
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Compliance & Onboarding on the Assignment record

How to add Compliance/Onboarding Items and Packages to an Assignment record.

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Written by JACKIE READ
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Is the Candidate compliant for the Job?

How does Adapt check whether the Candidate being considered has all the Compliance/Onboarding items required for the Job?

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Written by JACKIE READ
Updated over a week ago

Creating a Candidate Compliance Summary Form

How to send a summary of a Candidate's Compliance information to a Contact.

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Written by JACKIE READ
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Introduction to AWR

An overview of the Agency Workers Regulation (AWR) for agency workers.

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Written by JACKIE READ
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The AWR Clock

How the AWR clock works in Adapt for Agency workers. Accessing and adjusting the AWR clock. Previous AWR work history.

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Written by JACKIE READ
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AWR Fields

What do the AWR fields mean when booking jobs in Adapt and when should I use them?

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Written by JACKIE READ
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Client Structure and AWR

Creating a Company Structure for AWR purposes.

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Written by JACKIE READ
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AWR Client Rates on Temp & Contract Jobs

Using Pre and Post AWR rates.

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Written by JACKIE READ
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AWR Recording unavailability for Agency Workers

Recording breaks - logging & amending unavailability of agency workers for AWR purposes.

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Written by JACKIE READ
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AWR Request for Information

How to log a Candidate request for AWR information. How to log a response to the AWR request for info. Storing facilities & comparator info.

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Written by JACKIE READ
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AWR Switch Off

How to switch off AWR for Contract and Temp Regular Jobs in Adapt.

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Written by JACKIE READ
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Post AWR Qualification Rate Uplift.

Notifying a worker (Temp or Contract Candidate) when they are AWR qualified and post AWR Rates apply.

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Written by JACKIE READ
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Pay Between Assignment Workers

How to monitor Candidates who are exempt from AWR due to “Pay between Assignments”.

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Written by JACKIE READ
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How to create and use Data Searches

Tips on using the data searching sections, how to run the search and how to save the Search Results. Using the Candidate Search.

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Written by JACKIE READ
Updated over a week ago

Reformatting Search Results

How to use the Formatter tool. Removing and adding fields, changing the order of fields, viewing document categories, filtering results.

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Written by JACKIE READ
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How to create a Document Search

How to create document (e.g. CVs, Contracts etc.) search criteria, running the search and scoring results. Document Searching Webinar.

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Written by JACKIE READ
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Using Logic in Document Searches

Phrases and Wild Cards

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Written by JACKIE READ
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Using AND, OR, AND NOT in Document searches

Using AND, OR, AND NOT in document searches.

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Written by JACKIE READ
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Using Brackets in document searching

Using brackets in document searching

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Written by JACKIE READ
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Saved Search Results - Options menu

How to highlight, remove, add, print, export and save results. Plus, view Candidate availability, make searches active and preview entities.

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Written by JACKIE READ
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Saved Search Results - Activities menu

What activities are available for Saved Search Results?

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Written by JACKIE READ
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Saved Search Results - Batch menu

What batch functions are available for search results?

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Written by JACKIE READ
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Saved Results Settings

How to view the saved searches on another consultant

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Written by JACKIE READ
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Exporting Searches into Excel

How to export searches to Excel.

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Written by JACKIE READ
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How to move or copy a saved search

How to move or copy a saved search.

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Written by JACKIE READ
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'On Behalf Of' Overview

A description of the 'On Behalf Of' field and activity attribution in Adapt.

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Written by JACKIE READ
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Setting the Adapt 'On Behalf Of' activity attribution default

Setting the 'On Behalf Of' activity attribution to Owning Consultant or current logged in user within Adapt.

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Written by JACKIE READ
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Where can I use Activity Attribution in Adapt?

Activities using the 'On Behalf Of' feature in Adapt.

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Written by JACKIE READ
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Adapt Standard Reports

A brief description of the standard reports in Adapt and how to filter and format.

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Written by JACKIE READ
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Working Temps Report

A description of the Working Temps report.

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Written by JACKIE READ
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Working Contractors Report

A description of the Working Contractors Report

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Written by JACKIE READ
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AWR Report

A description of the AWR report

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Written by JACKIE READ
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Missing Timesheets Report

A description of the Missing Timesheets report

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Written by JACKIE READ
Updated over a week ago

Timesheets Report

A description of the Timesheets report

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Written by JACKIE READ
Updated over a week ago

Compliance Report of Candidate 'Check Types'

This report shows expired or expiring compliance checks for Candidates, as detailed on the GDPR & Checks page in Adapt.

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Written by JACKIE READ
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Equal Opportunities Report

A description of the Equal Opportunities report

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Written by JACKIE READ
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Leads Report

A description of the Leads report

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Written by JACKIE READ
Updated over a week ago

GDPR Consent/Permission Report

A description of the GDPR Consent/Permission Report

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Written by JACKIE READ
Updated over a week ago

GDPR Objections Report

A description of the GDPR Objections report

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Written by JACKIE READ
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Onboarding and Compliance Status Report

A description of the Onboarding and Compliance status report.

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Written by JACKIE READ
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Activity Analysis Report

A description of the Activity Analysis report.

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Written by JACKIE READ
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Activity & Financial Analysis Report

A description of the Activity & Financial Analysis Report

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Written by JACKIE READ
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Analytics Report

A description of the Analytics report.

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Written by JACKIE READ
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Candidate Source Report

A description of the Candidate Source report

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Written by JACKIE READ
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Client League Table

A description of the Client League Table report

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Written by JACKIE READ
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CVs Sent and Interview Analysis Report

A description of CVs Sent and Interview Analysis report

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Written by JACKIE READ
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Forecasted / Generated Revenue Report

A description of the Forecasted / Generated Revenue Report

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Written by JACKIE READ
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Job Activity By User Report

'Job Activity By User' report showing Job Owner and User who ran the activities.

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Written by JACKIE READ
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Phone Calls Analysis Report

A description of the Phone Calls Analysis report.

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Written by JACKIE READ
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Pipeline Report

A description of the Pipeline Report

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Written by JACKIE READ
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Studio Features

Applying filters, adding columns, Studio settings, running workflow from Studios, expanding sections, updating the performance widget.

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Written by JACKIE READ
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Standard System Studios

A description of all the standard system studios in Adapt and what each widget represents.

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Written by JACKIE READ
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Creating Custom Studios

How to create your own studio in Adapt.

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Written by JACKIE READ
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Additional Studio widgets

A description of available widgets for custom studios, not used in Standard Studios. Includes Calls Back, Living Wage & Graphical Widgets.

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Written by JACKIE READ
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Lead Jobs

How to create Permanent, Temp and Contract Lead Jobs. Grading a Lead Job. Converting Lead jobs. Lead Job Searching.

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Written by JACKIE READ
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Creating a Lead Contact

How to create a Lead Contact

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Written by JACKIE READ
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Creating a Lead Client

How to Create a Lead Client

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Written by JACKIE READ
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Candidate Merge Tool

Data administration tool available for Adapt Manager users to merge 2 duplicate Candidate records together

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Written by JACKIE READ
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Show on Google Maps

Plotting locations of Candidates and Jobs on Google maps.

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Written by JACKIE READ
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Using Flyouts

A description of flyouts and the shortcuts available from flyouts.

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Written by JACKIE READ
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FastFind

How to use FastFind in Adapt

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Written by JACKIE READ
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The Organogram

Using the graphical structure chart in Adapt

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Written by JACKIE READ
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Options for Sending Eshots from Adapt

1. Batch Eshots from Adapt, 2. Batch Eshots from Outlook using Blind copy, 3. Batch Eshots using Mailchimp, 4. Eshots using a 3rd party.

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Written by JACKIE READ
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