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4 steps before you get started with Talent Software
4 steps before you get started with Talent Software

As a new customer and user there are a few things that are good to know. Follow the checklist and you're up and running in no time!

Amy Dyvelcrona avatar
Written by Amy Dyvelcrona
Updated over a week ago

As a new customer and user there are a few things that are good to know, especially as an administrator! Follow the checklist and you're up and running in no time!

Checklist

☑ Add users (managed by administrators)

Review Email Templates (managed by administrators)

☑ Make sure the browser you are using is Google Chrome, Edge, Firefox or Safari. Talent Software does not support Internet Explorer

☑ Do not work with multiple Talent Software tabs open at the same time


You are now ready to create a new position! Read more here

If you have further questions you can find us in the chat! Best of luck 😃


Add users

If there are several colleagues who should have access to Talent Software, you as an administrator can easily add more users.

  1. Go to Settings

  2. Go to Users

  3. Click the + New user button in the upper right corner

  4. Fill in the new user's first and last name
    - First and last name*

    - Email address *

    - Phone number

    - Profile picture

  5. Select language for the user *. You can choose from the following languages ​​in Talent Software:
    - Swedish

    - English

    - Danish

    - Norwegian

    - Finnish

    - German

  6. Select the permission level the user should have in Talent Software *. You can choose between three Permission levels in Talent Software, read more about these here.

  7. Click Save

  8. Done! 🎉

  9. An invitation has now been sent via email to the user. All the user needs to do now is follow the instructions in the email to be able to set their new password and log in to Talent Software for the first time!

Review and add email templates

There is a standard message that is sent out to candidates when they apply for the position.

  1. Go to Settings

  2. Go to the Career page and scroll down to Automatic replies

  3. You can update the email

  4. Then press Save

  5. Done! 🎉

Do you want to add other email templates such as thank you email?

  1. Go to Settings

  2. Click on Templates

  3. Create a new email template by clicking the + New Email Template button

  4. Choose an internal name for the email template
    E.g. Invitation to telephone interview

  5. Select a topic from the email template
    E.g. Regarding the position {position.name})

  6. Enter your message in your email template. See examples here!

  7. Done! 🎉

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