Vincere Core
How Vincere's key features work, and how to access them.
By Grace1 author167 articles
- Set Up and Manage Sub-StatusesLearn how to configure, use, and display Sub-Statuses to track candidates at every stage of your recruitment pipeline.
- Use the Digital Assistant for SupportLearn how to use the digital assistant to get instant answers, raise support tickets, and contact the Support Team from your product and the Help Centre.
- How to Generate a System Diagnostic File on macOS
- Advanced Search VincereLearn how to use Vincere’s Advanced Search to quickly find candidates, jobs, contacts, and companies using Boolean logic, filters, wildcards, and fuzzy search for precise, efficient results.
- Understanding Vincere Interview Time Slots featureUnderstanding the functionality of Time Slot in managing Interview process
- Table Filters in VincereAll available Filters within Table Filters in Vincere
- Adding a Custom field column in Table viewsThis article will show you how to add a Custom field as a column into a Table View
- What can Clients see and do on the LiveList™ page?
- Bulk Upload Files to RecordsLearn how to bulk upload files to Company, Contact and Candidate records in Vincere.
- Placement Comments
- Cancel a PlacementLearn how to cancel, undo, update, and track placements in Vincere. This guide explains when to use cancellation versus termination, how to set up cancellation reasons, and how these actions…
- Overview of User Permissions in VincereUnderstand how User Permissions in Vincere manage access, roles, and visibility across CRM, ATS, and Intelligence features.
- How to Share Candidate Documents to the Client Portal in VincereAllow your clients to have access to the documents 24/7 and download them.
- How to Send Client Booking in VincereLet you client know exactly who their candidate is 👀
- Document Expiry RemindersLearn how to set up document expiry reminders in the File Library and control who receives the email notifications.
- File Library to Manage DocumentsLearn how to access the File Library, search and filter files, customise columns (Smart Views), and manage expiry, reminders and verification for your documents and Vinneo recordings.
- Receive LinkedIn ApplicantsLearn how LinkedIn’s applicant options work and how to set up your LinkedIn jobs so applications are captured and managed in Vincere.
- Maintain Data Integrity in Your DatabaseLearn how to keep your Vincere database clean, structured, and consistently formatted using clear data standards, regular audits, and expert support from your Customer Success Manager and Professional Services team.
- Improve User AdoptionLearn how to drive Vincere user adoption using a structured Establish, Evolve, Excel approach, with support from your Customer Success Manager.
- Configure Roles, Permissions, and SettingsConfigure Vincere for your agency by setting up roles, permissions, workflows, automation, email templates, and integrations, then continuously refining these with your Customer Success Manager.
- Improve Recruitment Workflow EfficienciesLearn how to standardise your recruitment workflows in Vincere, use automation and alerts, and continually refine processes with data and AI insights for scalable success.
- How can I troubleshoot issues with profit calculations and stage indicators in Vincere?
- Manage subscription seats and track their statusLearn how to request, track, and manage subscription seat additions in Vincere. This guide covers activation timelines, follow-up procedures, and how to contact the License Additions Team for support.
- Set Up Automations on Make.com Using the Vincere APILearn how to set up Vincere API automations in Make.com, including how to authenticate, refresh tokens, and call API endpoints without using a client secret.
- How to manage profit splits and address visibility issues in Vincere?
- What are the requirements and policies for generating API keys with Vincere?
- Manage user permissions in VincereSteps to view, update, and troubleshoot user permissions for placements, exports, and locked records in Vincere.
- What is the maximum number of archived candidates I can delete in bulk within Vincere?Understanding Bulk Deletion Limits for Archived Candidates in Vincere
- Automate Your Workflow with Vincere Automate
- Smarter Hiring with Vincere: Your AI-Powered Recruitment Toolkit ✨Unlock the Power of AI in Vincere - Automation, Insights & Impact
- Maximizing Your Recruitment Efforts with Hotlists in Vincere 🔥You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere
- Managing Formatted Resumes in VincereFormatted resumes at the click of a button
- Creating 'Call Lists'Get on the phone and win those deals
- Click-to-CallMaking calls from within Vincere at the click of a button
- Keep in View (KIV)Don't lose those great Candidates
- How to Set Up and Manage Interviews in VincereFollow these steps to Interview Success ✅
- Last Activity DateLearn how to view, filter, and search by Last Activity Date in Vincere to track candidate, contact, company, and job engagement. Includes setup steps, key definitions, and reporting tips.
- Offer Approvals Process in VincereAn easy way to ensure offers are consistent
- Sending a Meeting invite in VincereMeetings are easy to manage inside VC.
- Executive Brief in VincereHow to set up a Brief and additional Notes
- Understand Pipeline StagesLearn what the pipeline stages and numbers mean in table view and profile view for candidates, jobs, contacts, and companies.
- How to Request Documents from CandidatesRequest Documents from Candidates using our Interview Doc Check Declaration Template
- Blocklisting Candidates & ContactsHow to blacklist candidates & contacts
- Bulk Update Record OwnershipHow to bulk update candidate, company, contact, job & deal owners
- File types supported in VincereFile formats supported on the Engagement Hub & File section in Vincere
- Offer accepted / rejectedWhat happens when your candidate accepts or rejects an offer?
- Tracking 2+ interview in VincereMake it clear which round your candidate is up to
- Click-to-call Default Program setup (Windows)Setting up your preferred program to call
- Onboarding Document VerificationAssign users to verify candidates' documents ✔️
- Original CV Preview added to Candidate commentsYou can now view the CV preview when adding a comment to a candidate.
- Deal Process ManagementDesigned to help sales teams manage complex or lengthy sales processes
- Requesting on-boarding documentsSeamlessly collect documents from your Candidates at any stage of the hiring process
- Setting up Fee ModelsYou can set up different feel models inside Vincere
- Send Compensation Info to Accounting in VincereLet your accountants know about all the placements you're making
- Job Hinzufügen
- Kandidaten entlang der Pipeline bewegen
- Dürfen wir vorstellen: Velocity 💻
- Kandidaten LiveList™
- Verbinden Sie Ihre E-Mails mit VincereVerbinden Sie Ihre E-Mails mit Vincere
- Verteilerlisten erstellen (Kontakte)
- Erweiterte Suche - Hacks 🔥
- Pipelines verstehen (Ampelsystem) 🚦Was bedeuten eigentlich alle Zahlen in Vincere?
Help Center Japanese
日本語ヘルプの一覧
- Portals/ポータルズポータルズに関する記事はこちら2 articles
- 検索検索に関する記事はこちら5 articles
- メールメールに関する記事はこちら2 articles
- アドミン設定アドミン関連に関する記事はこちら22 articles
- ユーザー設定ユーザーに関する記事はこちら4 articles
- 候補者候補者関連の記事はこちら10 articles
- 企業企業関連の記事はこちら2 articles
- コンタクトコンタクト関連の記事はこちら2 articles
- 求人求人関連の記事はこちら7 articles
- 案件案件関連の記事はこちら4 articles
- 共通各内容で共通の操作7 articles
- Intelligence/インテリジェンス分析ツールに関する記事はこちら5 articles
- Forecast Fee in Job ProfileForecast per job or break it down to forecast for each application
- Candidate Profile in VincereLearn how to view, manage, and update candidate information in Vincere.
- Send Documents to Candidates - Using SignRequestHow to send documents using SignRequest
- Reorder Candidate Work History
- Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
- Geotag Locations in VincereUse geotagging in Vincere to map and manage addresses with Google Maps, enabling precise location-based searches, radius filters, and map views for Candidates, Jobs, Contacts, and Companies.
- Configuring CRM stages inside Vincere
- Send Bulk Emails to Candidates and ContactsLearn the different ways to send bulk emails to candidates and contacts in Vincere, including table view, advanced search, and third-party integrations.
- Offer Contract BuilderHow to build Offer Contracts Template
- Placement probability by stageStart using Fee Forecast by settings placement pbabilities
- Understanding wildcards in Vincere
- Credit Invoice BuilderHow to create a credit invoice template
- Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
- Understand the Default Candidate SourcesSetting up Candidate Sources? Here's a quick overview of the default sources
- Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
- Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
- LiveList™ SettingsConfigure columns for your LiveList™
- Umbrella & Limited Companies SettingsAll you need to know about Umbrella & Limited Companies in Vincere
- How to Set Up Onboarding DocumentsHow to setup different types of Doc Checks in Vinny
- Sales and Purchase Invoice BuilderHow to create a sales or purchase invoice template
- Consolidated Sales and Purchase Invoice BuilderHow to create a Consolidated Invoice Template
- Client Booking BuilderHow to build a Client Booking Template
- Interview Doc Check Declaration BuilderHow to build Interview Doc Check Declaration templates
- Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
- Enabling 2FA in Microsoft OutlookHow to set up 2FA when connecting Outlook to Vincere
- Enabling 2 FA in Microsoft Office 365How to set up 2FA when connecting Office 365 to Vincere
- Self-Bill Invoice Builder
- Job Doc Checks Compliance
- Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.
- Merge CompaniesEasily clean up your duplicates
- Send Documents to Contacts - Using SignRequestHow to send documents using SignRequest
- Multiple Billing Addresses for CompaniesMultiple billing details for companies
- Recruitment as a Service - Subscription RecruitmentAll you need to know about RaaS & how to get them set up in Vinny