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Onboarding Overview (Solo Operator)

Application Forms

How to set a minimum number of items for Experience, Education, Contacts, References, etc.
How to change the color of shift job statuses
Dental Staffing Platform Demo – Staffing Smiles
Dental Staffing Platform Demo – ProphyTemps
Dental Staffing Platform Demo -Dental Staffing Services
How to adjust fields on job board
Dental Staffing Platform Demo – Dental Professional Staffing LLC
Dental Staffing Platform Demo – AA dental staffing
Dental Staffing Platform Demo – Daily Dental Staffing, LLC
How to enable notification for all applicants if a shift job booking is canceled.
How to let your clients auto-select candidates on their shift-job application forms
How to add a field remark to a question
How to hide the children’s birthday but show their age on a client profile
How to hide the candidate’s last name for shift jobs
Hide a section until a certain relationship status between client & candidate for placement jobs
How to Change Candidate & Client Verbiage
Going over the communication log date filters
How To Edit And Create An Email Template For The Broadcast Email Of Shift And Placement Jobs.
How to create an SMS template for shift job broadcast
How to set up document section for candidates to put in expiration date
How to create/edit placement job broadcast email template
How to edit, add and remove candidate and client tags
Have clients marked as certain types do not have to put in payment information & also how to set it to have certain types of clients not be charged at the time of booking
How to control visibility of client profile fields if candidate has been assigned to a job
How to set up a notification when an auto-broadcasted job hasn’t been accepted.
How to add admin manager depending on a condition in profile builder
Auto change client or candidate status after a status reminder has been sent
How to change the word used for “Placement Jobs”?
Dental Staffing Platform Demo – Dental Fill-In Resources LLC
Dental Staffing Platform Demo – Rise Dental Temp Agency
Dental Staffing Platform Demo – FYI Dental Staffing
How to add type/status/location for packages
How to rearrange the order of sections in a profile
How to add redirection links to application form submissions
How to color code statuses on candidate client dashboard table
Hide the reference check form but appear later on when sharing a candidate profile with a client
How to Send Automatic Broadcastings for Bookings
How to add a document to multiple selected candidates and clients
Add Badges To Candidate Profiles
How to display types, tags and statuses as colored tiles in the dashboard tables
How to create an alternative design for the placement job board.
How to send email notifications to candidates and admins when documents are expiring
How to insert custom booking text fields to job email templates
How to hide the clock in and clock out button.
How to set “Client Statuses” that can make shift job requests.
How to set the candidate statuses that can see placement jobs.
How to color code candidate and client tables by status
How to set up the font color of your application forms.
How to add a field remark on the documents to sign in application forms.
How to post a job
Set Default view of available shift job opportunities calendar
Control the Visibility of a Section in a Profile or Application.
How to disable the countdown to cancel email sent by mistake
Broadcasting a shift job: How to set the default option to show “unavailable” candidates, even if they have not input their schedule
Require Client to confirm hours when clocking out of a Shift Job
How to add an option to notify a candidate of a shift job starting in X hours
How To Create Email Templates For Status Reminders
How to not allow clients to book X amount of hours before a job start time for shift job bookings
How to save advance searches
Profile Builder Basics – Setting Up Your First Candidate and Client Application Forms
Email Notification When a Resource is Viewed
How to assign a status change to a service package.
How to adjust questions, section titles, and application information for different languages
How to add email template with type Shift Job Declined Client Notification
Create An Evaluation
Description of Administrators Access Levels
How to add a percentage fee to a booking total
Make payment info required for clients to book shift jobs
How to cancel an email sent by mistake
How to edit when a client sees package options
Going over the unique link under a client & candidates name
How to add show conditions for preset sections
How to duplicate a shift-job?
Option to hide hourly rate from candidates on shift job.
How to control the visibility of individual fields by relationship status
How to hide the extend offer button
How to manually add a shift job booking to the calendar
How to be able to set a shift job as either “Automatic Acceptance” or “Agency Assigned”
Set Default view of available shift job opportunities calendar
Different options to hide client profiles from candidates
Restrict shift job bookings to particular zip codes
How to add more information from the booking section to the candidate’s view for shift jobs
Remove Or Restore Client and Candidate Access To Their Profile And Have Them Able or Unable To Login.
How to use Quick Assign for Shift-Jobs
How to make a preset section private from a client
How to upload a file when clocking-out of a shift job
Add an option for notifications when candidates are marked as favorite or do not want again.
How to edit candidate profile top welcome text
How to hide the candidate dashboard menu bar
How To View Job Broadcast Record – how do I see what candidates a shift job has been broadcasted to?
How to adjust what fields are included in candidate and client exports
How to adjust which Shift Job Statuses to Show on Candidate Available Job Board
*How to set up to auto-assign an available candidate when the client books a shift job
How to create a SMS template for status changes
*How to prevent candidates from deleting their documents
How to set the default option to show “unavailable” candidates when broadcasting Shift Jobs
How to add a link to an email template to have candidate and client leave a review after a shift job
How to hide “Distance From Job” when a candidate views a Placement Job or a Shift Job
How to edit the pop up message after a client select “Do Not Want Again” After a shift job.
*How to prevent candidates from requesting time off within X days
How to select rounding for candidate clock in and out
How to hide the “I’m Not Interested” button from the family
How to Control when a Candidate See And Change the Text for the “My Profile is Complete” Button
Make sections in a profile to hide a section, make it visible, or not allow to edit that section
For Candidates Enter in Schedule Availability
How to Document Reasons for a Status Change
*How to set a radius for candidates to see available shift and placement jobs
How to have children’s information be visible for a shift job booking before a candidate is assigned
How to make the shift job calendar Monday – Sunday
*How To Set Shift Job Statuses Where Client is Allowed to Cancel
How to limit the number of children allowed for a booking
How to Customize Disclaimer Text in the Booking Section on an Application Form
For Candidates: Understanding Your Profile
How to edit what a client can see on a candidate’s profile for a shift job
*How to add confirmation fields on client or candidate application forms

Jobs

Shift Jobs

Settings

Link zip codes to locations

agency settings

Link zip codes to locations
Update Payment Information For A Client
Dental Staffing Platform Demo – Dedicated Dental Staffing
Dental Staffing Platform Demo – DocStaff Agency
Dental Staffing Platform Demo – Ondonte Dental Staffing
Dental Staffing Platform Demo – Anetco
Dental Staffing Platform Demo – Arch Dental Staffing
How to set default candidate status filters for broadcasting a shift job
How to broadcast placement jobs to candidates based on what status they are in.

shift Job Calendar

How to adjust the questions & pop up for when a client marks interested in a candidate
Set up/edit email template to candidate or client about tip notification for shift jobs
How to go back to what was recently viewed in the dashboard
New option for reminder emails to only be sent a certain number of times and then stop.
Rearrange the order of shift job rates for a client
Have auto broadcasts go to favorites then everyone else if favorites are not available
How to enable the chat feature
Analytics for placement jobs
How to change the status of a placement job
Option to have a button to complete the client profile
Adjust the order in which documents appear to users
How to change the Minutes Interval for booking time.
How to use Admin checklist condition
How to use Badge conditions
How to edit & customize the job board description
How to adjust which admin sees revenue information
How to set a default image for placement jobs on job board
Setting up and creating SMS templates for booking confirmations for candidates & clients
How to set a favorite or do not want again for clients for shift jobs
How to set up/edit email templates for shift job statuses
Creating a task template
How to edit the job board title and description
How to hide questions from the application form but make it appear in the profile only?
How to broadcast to candidates only if their types include the job category
How to set the number of candidates needed for a shift job
How to customize the label of the “Submit Report” button.
Control And Use The Option To Remove “Upload Additional Documents” For Candidates In Their Profiles.
How to set up/edit notification to a candidate for a shift job starting in X hours
Create SMS templates for different Shift Job statuses
How to adjust which information on a booking form the candidate sees when viewing an available shift job
How to add HTML text sections in the evaluation builder
Option for email template based on client candidate relationship status
How to notify admins if a client updates credit card info.
How to give clients the option to report a problem on a shift job
How to enable notification when candidates add or change their recurring availability
How to restrict candidate/client export to specific admins
Make sections in a profile to hide a section, make it visible, or not allow to edit that section
Webinar: Placement Jobs from Start to Finish
Webinar: Understanding Documents and Document Templates
Webinar: Fun features you may not know about
Webinar: Email and SMS Templates like a Pro
Webinar: Different Workflows and Options for Managing Shift/On Call Jobs
Webinar: Demystifying Application Forms and Profiles
How to preview document templates
How to enable candidates to change their recurring availability
How to add additional information for Expired Documents using “Information once expired” feature.
How to add an admin manager for shift jobs
How to use Tags Feature in SMS Templates
How to process payment for shift job on auto completion status change when job has ended
How to add a shareable reference link which can be sent to a candidate to add references.
How to delete a scheduled email
How to set the maximum number of jobs per day
How to send a reference check form through SMS
How to not plug the in-home address as the booking address.
How to set different shift job minimums for different types of clients
How to send a client an invoice through Stripe within your dashboard
How to enable the Chat Feature
How to repeat status reminders
Now you have an option of text editor instead of textarea in the application sections
How to receive an agency notification when someone leaves a review for a candidate or client
How to use FIELD TAGS on your document templates.
How to set up promo codes
How to do revenue tracking for long term placement jobs
How to send images and attachments through SMS
How to add a default start time and default end time for your booking.
How to allow candidates to edit their own buffer time
Filter and view expired documents in master list of documents
How to edit the placement candidate application statuses
How to set holiday hourly rates for shift jobs
How to remove the “How many children” question on the booking form
Bulk update candidate & client statuses
How to add an option for candidates to submit a shift job report
How to use Undo Button & Redo Button in Profile Builders
How to see the average booking length of your shift jobs.
Edit/Set up confirmation email template for when candidate accepts a shift job
Set up email template for placement job statuses
How to set sections or fields not required in application forms
How to add a matching condition on email templates
How to send email blast to candidates who have not put in their recurring availability
Add Interview and Intake Notes
Agency Directory Walkthrough
Change the distance unit from miles to kilometers and vice versa.
How to see if an email has been opened.
How to customize the confirmation text and button text when a candidate accepts a shift job
How to adjust Community Notification Settings
How to set up an email template for scheduling events
Add a New Resource Document
Admin status reminder if candidate or client has been at status for X amount of hours
How candidates can submit video recordings when applying to jobs
How to create views using filter, group and sort.
Change the text client sees if they self select candidates and none are available for shift jobs
How to add an SMS template for shift job reminders to clients and candidates
How To Prevent Candidates From Adding, Entering, Or Inputting Their Daily Availability
How to set up the application to allow candidates to apply to specific placement jobs
How To Add A New Administrator
How to set up/edit the email that gets sent to references.
How to Bulk Delete Shift Jobs
How to hide the add a tip option
Creating different dashboard table views
How to bulk add evaluations to your candidates or clients.
How to set up a document that is signed by both the client and the candidate
How to add a billing address.
How to remove a section from an application and or profile
How to change welcome text of client profile
How to delete a question from a profile or application
Email template for when document signed by client and is sent to candidate
How to edit the Schedule Event Types
*How to move questions within a section
How To Add A Question To A Section
Enable candidates to see outcome of evaluation
Access The Community
How to exclude selected statuses from shift job fulfillment rate?
How to show the date a shift job was created in the shift job view
How to add a [[pets]] tag for email templates, like [[children]]
How to include a video from the agency when sending a candidate to a client
How to Use the Advanced Search
How to deactivate candidate and client email templates when assigning a candidate to a shift job.
Enable custom column view per admin
How to put different scheduling/Calendly links for different admins in the same template
How To Set Up And Edit Profile Templates
How to manually add a candidate to application list for a placement job
How to set up the automatically broadcast new shift job email template
How to view a profile to see what a client would see of a candidates profile
How to hide a reference from a client
How to set up an email template to be sent to a certain type of candidate or client
How to set up a show conditions option in a question
How to allow candidates to report a problem for an assigned shift job
How to modify ADMIN LEVEL candidate and client status and type filters.
New feature to show the SMS character length and compressed tags to reduce the SMS length
How to schedule an email for another time
Broadcasting: Exclude candidates already assigned to the client or who have already broadcasted to
How to adjust which email address gets notified when a candidate/client application is completed
How to download completed documents
Email Clients and Candidates How To Log In To Enginehire Now That You Have Moved Systems And You Are Now Using Enginehire.
How to edit the submission confirmation message on an application
*How Admins can edit the applications & profiles directly without going into the backend-Profile Builder.
How to create analytic dashboards for your client and candidates.
How to add the platform link to your android phone home screen
How to add the link to the platform to your iOS phone home screen
How to customize/personalize your platform URL
How to record candidates introductory video in profile
How to manually add a document to a clients profile
How to set a document template so that candidates or clients can add it to their profile to sign themselves
*How to add SMS templates for shift job status change notifications
How to send test emails?
How to add an option to hide candidates whose tags don’t match when broadcasting a shift job.
*How to filter the list of available candidates that appear when you click on a shift job
How to Connect Stripe to Your Enginehire Dashboard
How to edit the email template for when you assign/send a candidate to a client
How to edit the visibility of the candidate profile pictures
How to run background checks for your candidates from Enginehire’s platform
New feature showing candidates associated shift jobs when viewing available shift jobs
How to bulk update locations
How to edit the list of statuses for a placement job.
How to hide fields in a candidates profile from clients
What to do if you get the error “Authentication Credentials Were Not Provided”
How to be notified when a section has been completed in a clients profile
How to mark application questions as required or not required
How to hide particular jobs from the job board
How to lock shift jobs from client edits
How to add notification emails to a document
How to change the font color of your job board
How to add a recurring/repeating shift job as an admin
How to automatically charge a client when a candidate is assigned to a shift job?
How to set up a notification when an auto-broadcasted job hasn’t been accepted
How to hide clock in and clock out button.
How to customize text message when a shift job is accepted.
How to Notify a Candidate of a Shift Job Starting in x Hours through SMS.
How to customize which fields in the client profile are visible to candidates
How To Get and Use Stripe API Keys
New feature to show an icon marked for clock-in and clock-out time that is different than scheduled
How to add an option to control the visibility of resources based on the user’s tags.
Show photos in Candidate/Client tables or dashboards.
How to put a custom line of text on the login page
Edit Shift Job Declined Candidate Notification Template
How to set the number of children under default base rate under booking
Tutorial Video: Getting Started With Document Templates
Tutorial Video: Profile Builder Basics – Setting Up Your First Candidate and Client Application Forms
Tutorial Video: Getting Started With Email Templates
Tutorial Video: Mapping Out Your Process Through Statuses, Checklists and Types
Tutorial Video: Initial Set Up of Agency Branding (Name, Logo, Colors)
Tutorial Video: How to Change Admin Password
How to match clients with candidates using relevant client tags only
How to Set a Time Limit for Evaluations
Tutorial Video: Mission Control Overview – First Time Admin Login
How to set up & adjust the fields when you manually add a client or candidate
How to bulk broadcast shift jobs
Add And Edit Tags, Types, And Checklist Items.
How to set up the bulk assign candidate confirmation email template
How to share a candidate profile with a client
How to set up tag & type conditions
Kid’s Nite Out – Personalized 5 min Demo Video
Knightsbridge Nanny Agency – Personalized 5 min Demo Video
How To Change The Button Text And Label On The Job Page.
Convert 12-hour time format into 24-hour military time format.
How to edit the labels for shift job booking fees and rates.

Client & Candidate

Select the Admin Email Address Emails Are Sent From For Each Email.
Reject A Candidate Applicant From A Pre Screen Job Application Form With Conditions.
How to Filter timesheets in shift job calendar by day of the week
Edit The Information In A Field
Show Job Photo At The Top Of The Job Posting
How to get a shareable link to collect or update payment information
Veremark Integration
Bulk Charge Clients With Options To Charge Agency Fee And/Or Charge Candidate Fees
Adjust which admin gets notified when a candidate uploads a file after a shift job
Do Not Charge Admin Fee If Using ACH As Payment
Email candidates who have not put in their availability or search for those who have not
How to get a list of candidates by Status
Why doesn’t my subscription work?
Add Payment Field To Applications And Profiles
How to add a buffer for admin schedule
Why does application form not have a submit button?
Not Allow and Stop Clients From Editing A Booking Within X Amount Of Hours Before The Start Time
How to add a field remark to a Section
Add Conditions to Email Templates
For Candidates: How to Upload a document to your profile
How to Disable Candidate Availability Warnings
Choose Categories For Fees and Pricing To Be For Select Services.
Add Breaks to Shift Jobs
Duplicate a Placement Job
One Pager Ads we have created for conferences and other partnerships and sponsorships
How to set which admin emails are notified when a candidate requests to work or accepts a shift job
Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.
Allow candidates to add more references/education/employment but not edit
How can we have the app support OT?
Internal Doc: How to create an Enginehire Admin Login & Password
How to bulk set or reset passwords
How to make a hubspot article for the Enginehire team only
Where to set admin notifications
How to prevent sending emails without a “Subject”
How do you find a submitted reference form?
How to hide/exclude a certain Type using advanced search
How to Include Additional Shift Dates in Email Notifications
What to do if a search is stuck, even after refreshing
How to add an emergency contact section to profiles or applications
How to analyze an agency
Customize dashboard terms, word used for “Candidate”, “Client”, “Shift Job Calendar” and “Placement Jobs”
How to turn on/off the form submission summary email for applicants
Control which Client Statuses are allowed to create a Shift Job Booking Request
How to add Types to the applicant quick form
How to Charge Client at the time of booking
How to add or remove payment area in candidate profile
how do I find price manager?
How to Hide the “I Have a Problem” Button?
How to Select fields for placement job detail view and rearrange them
How to check email logs for clients
How to exclude client types from charging
How to manage Candidate Available Jobs Preview on the App
Send notification email to client when a candidate expresses interest in their placement job
Manually Send Money to Candidate Through Stripe
How to Charge client and pay candidate through Stripe when the candidate clocks out of shift job
How to set a custom job status when a client cancels a shift job
Give candidates the option to accept or decline shift jobs
How to enable: candidates must accept all grouped bookings or notify admin of interest in some.
How to group booking requests
How to disable the backup care assistant
What to do if emails sent a particular email address are bouncing and they want to receive email
How to hide jobs that were not broadcasted to a candidate on their available jobs board
How to hide or delete reviews
How to integrate Veremark into Enginehire?
How to make changes to Upcoming Charges
How to download a completed reference check form.
Why is a section, application, or profile greyed out in profile builder?
How do I make a section required in the profile?
Where to set which administrators receive emails pertaining to jobs, clients, candidates, and general platform notifications
How to adjust the fields that show to a candidate in a shift job listing
How to make documents required or not required
How to update your administrator details
How to log into AWS and set up MFA (multi factor authentication)
How to access customer logins so you can access their dashboard
How to customize the placement job form
Candidates can now use a new feature called ‘find matching jobs’ under the ‘available jobs’ section of their profile to see what jobs are closest to them!
How to get notified when an application form is submitted
How to activate/deactivate an email template
View all references
How to turn on/off admin approval requests for candidate badges
How to charge for shift jobs when candidates are paid outside of the system
How to view video application submissions
How to automatically cancel a shift job if it has not been filled out by the start time.
How to check status statistics
How to get notified when a client/candidate signs a contract/agreement
How to Add or Edit Email Addresses for Application Submission Notifications
How to find the date of when a new applicant applied?
Bulk update documents! If you are changing your terms and conditions/service agreement – here is how to upload it to each client’s profile so they have to sign it before their next booking.
I need to change my payment method for my monthly subscription to EngineHire. How do I do that?
Change The Date Format
How to set the color of the text and background of the left side navigation bar on the candidate profile
How to change default currency and country settings
Why is the document signature signable field is not working?
How candidates can add their google calendar so they can easily track upcoming shift jobs!
Difference between categories and types!

Onboarding Overview (Solo Operator)

We are so excited to get you onboarded! This video will give you an overview of your dashboard now that you are logged in.

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We Need A Nanny Integration How to set up virtual jobs in your booking form.

We Need A Nanny Integration How to set up virtual jobs in your booking form.

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