company logo

Help center

Login
All collectionsOnboarding

Onboarding

Introductory processes Enginehire subscribers can use to create their workflow from start to finish.

Add a New Resource Document

First-Time Login for Candidates and Clients

How To Send An Email Blast

Access Support: Learning Center, Live Chat, and Create a Ticket.

Import Data for Clients & Candidates into Enginehire Platform.

System Overview. Enginehire Onboarding

Verify Your Email And Domain To Send Emails Through Enginehire

Set Up Status-Triggered Emails for Candidates

View, Create, And Edit Email Templates

Send a General Email

How to Login

Manually Add Candidates or Clients

Edit An Existing Applications Questions.

Add A Question To An Application

Delete Questions In An Application

Rearrage Questions in an Application

Learn What A Status Is From Top To Bottom And How to Use Statuses To Trigger Emails For Clients And Candidates

Create Signable Document Templates with Fillable Fields

Manually Add Documents to Clients or Candidates

Broadcast Placement Jobs

Learn How a Candidate Can Apply to Positions from a Job on the Job Board.

Client Extends An Offer To A Candidate

Create a Shift Job

Broadcast a Shift Job

Assign A Candidate To A Shift Job

Candidate Expresses Interest In a Shift Position Journey

Manage Application Questions

Embed Job Board on Website

Add Document Upload Field for Clients and Candidates

Create an Email Mailing List

View Email Log

View Email Blaster Log

View The References Table

View The Document Table

View Status Changes Logs

View Activity Log

View Trash Bin

View Payment Log

Create a To Do Task

Invite users into system

Invite A Collaborator to Your Website

Using The Master Learning Checklist Like The Pro You Are!

Test an Application Form

View A Profile. See a profile as a Client or Candidate sees a profile.

View Applicants of a Position

How To View Applicants. See Candidates Applying For A Position.

View a Profile

Edit Profile Visibility for Clients and Candidates.

Edit Trigger Email Templates and Trigger Documents Templates

Upload A Document To A Profile

View Application and Profile Builders

Manage Your Process Workflow

Go Live Launch Checklist

Search and filter tools for clients or candidates

Bulk or mass update options for clients or candidates

Au Pair Set Up

How to create an agency login link and create a default password [Internal Only]

How to clone a new customer dashboard in Masterdash

See Support Tickets and How to Use the Enginehire Customer Portal.

How to Add a New Client/Candidate Status

When Is Enginehire Support Available?