Home Page

The Home displays a consolidated view of items that you need to take action on, and notifications that are relevant to the requests/engagements which you are assigned.

Note: If you have the Executive Dashboard enabled for your user account, the KPIs display in this view.

Any section on the Home page can be expanded or collapsed using the up and down arrows in top right corner of each card. You can rearrange any of the sections on the page by clicking the dots icon in the top left corner of any section, and drag it to the desired position. You can also add or remove any of the three sections by clicking , and using the toggle switches:

The Action Items section, displays any actions items that you might have to take on workers or requests/engagements. You can filter the view by using the filtering tiles in the header row. Each card in the view displays details about he pending action, and allows you to navigate to the section where you can take action (approve a candidate, extend EOA, and so on).

The Updates section provides a list view of all candidates submitted for requests, and changes to requests and engagements. You can take action directly for interviews by clicking one the following options:
  • - Opens the interview configuration page. You can set up a request in this page. For more information about setting up interviews, see Request an Interview with a Candidate.
  • - Rejects the submitted candidate for the request.
You can click three dots icon to view Glider test results for the candidate. The Glider integration must be enabled for the client organization to complete this action. You can also click the candidate's name (blue text) to open a pop up displaying the candidate's resume information.
Note: The pop up allows you to add a note for the submitted candidate.
You can also click the request number (Manager column) blue text to open the request details.

The Activity & Upcoming Events calendar displays events relevant to the your requests/engagements. You can link the calendar with a personal Google or Microsoft 365 calendar. This option is enabled in the client organization's configuration (Configuration > Settings > Resumes/Interviews). For more information about linking calendars, see Resumes and Interviews Settings.

Use the application search to locate any information that you have access to view. You can enter any text that describes the element that you want to view (engagements, workers, locations, and so on). The search field () appears at the top of the home page, as well as at the top of all pages in the Manager view. Entering text prompts the VMS to suggest items that contain the text, allowing you to find items without knowing specifics. You can toggle between your records and records for which you are a delegate. You must be set up as a delegate in order for you to use this feature. For more information about delegation, see Delegation.

You can return to the Home page from anywhere in the VMS by clicking the icon in the menu side bar.
Note: You can expand the left sidebar by clicking . This action also expands the text labels on the button icons.

The text on this page (instructional text and empty state text) can be customized to suit the client organization's branding requirements. For more information about customization, see Instructional Text Configuration.

Note: If the Bring Your Own Key (BYOK) data encryption feature is enabled, some fields in the application do not off 'like' suggestions. For example, if you are adding a user name to a field, you can type in a few characters and the application searches available data to suggest existing name values. With encryption, you need to provide the exact name value because the system cannot search encrypted values. It is suggested that if you have the value, copy/paste it into the data field.

For more information about data encryption, see Bring Your Own Key Encryption.