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.

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

The 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.

The Action Items section (top of the page), displays any actions items that you might have to take on workers or requests/engagements. Each card in the view displays details about that action, and allows you to navigate to the section where you can take action (approve a candidate, extend EOA, and so on). Use the icons to navigate to the action ( or ) or to notify the MSP ().

The Review Talent section provides a list view of all candidates submitted for requests. You can take action directly in this section 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.

In the Requests and Engagements sections, a list of requests displays, along with the respective status of each request/engagement. You can click the worker's name (engagements) or job title (requests) blue text to open the request/engagement details.

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 bar () appears at the top of the home page, as well as at the top of all pages in the Manager view. You can also access advance search parameters by clicking Advanced next to the search text field. Advanced search allows you to narrow you search. For more information about advanced search, see Advanced Search Fields.

The top bar contains two navigation buttons( and ) that allow you to view recently viewed items:

Or general page settings:

The settings panel allows you to toggle on or off sections that appear on the Home page.

You can return to the Home page from anywhere in the application 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.