Adapt Training Articles

User guides to all sections of the Adapt system

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152 articles in this collection
Written by JACKIE READ
The Recruitment workflows

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
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Sending CVs to Contacts

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

Recruitment Process - How to offer the Candidate the job. Accepting or Rejecting the Offer.
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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
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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
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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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GDPR Process Enhancements in Adapt

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
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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
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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
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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
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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
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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
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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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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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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
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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
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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
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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
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GDPR Eshot settings

Option to override Batch Eshots to Candidates. Dual Role Eshot email settings.
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Written by JACKIE READ
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Temp Shift

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
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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
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How to Create Rate Matrices

How to create a Rate Matrix for a Job Category.
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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
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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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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
Compliance & Onboarding in Adapt

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
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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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AWR

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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Searching

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
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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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Using Logic in Document Searches

Phrases and Wild Cards
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Using AND, OR, AND NOT in Document searches

Using AND, OR, AND NOT in document searches.
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Using Brackets in document searching

Using brackets in document searching
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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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Saved Search Results - Activities menu

What activities are available for Saved Search Results?
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Saved Search Results - Batch menu

What batch functions are available for search results?
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Saved Results Settings

How to view the saved searches on another consultant
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Exporting Searches into Excel

How to export searches to Excel.
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How to move or copy a saved search

How to move or copy a saved search.
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Reports (Standard)

Adapt Standard Reports

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

A description of the Working Temps report.
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Working Contractors Report

A description of the Working Contractors Report
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AWR Report

A description of the AWR report
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Missing Timesheets Report

A description of the Missing Timesheets report
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Timesheets Report

A description of the Timesheets report
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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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Equal Opportunities Report

A description of the Equal Opportunities report
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Leads Report

A description of the Leads report
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GDPR Consent/Permission Report

A description of the GDPR Consent/Permission Report
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GDPR Objections Report

A description of the GDPR Objections report
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Onboarding and Compliance Status Report

A description of the Onboarding and Compliance status report.
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Activity Analysis Report

A description of the Activity Analysis report.
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Activity & Financial Analysis Report

A description of the Activity & Financial Analysis Report
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Analytics Report

A description of the Analytics report.
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Candidate Source Report

A description of the Candidate Source report
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Client League Table

A description of the Client League Table report
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CVs Sent and Interview Analysis Report

A description of CVs Sent and Interview Analysis report
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Forecasted / Generated Revenue Report

A description of the Forecasted / Generated Revenue Report
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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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Phone Calls Analysis Report

A description of the Phone Calls Analysis report.
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Pipeline Report

A description of the Pipeline Report
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Written by JACKIE READ
Updated over a week ago