Basic Usage Guide

Register / Edit / Delete

• How to Add New/Edit Record
• How to Delete Record
• Sales Extension Creation (for Staffing Businesses)
• Change of Recruiter associated with JOB

New List View

• Quick field editing
• Sort/Filter/Color Settings
• Phase Groups
• Color-coded display of viewed data

Search / Matching / Auto-Matching

• How to search records
• Save Search Condition
• Matching
• Auto-Matching：Overview ・ Procedure for Starting Operations ・ Settings
• Auto-Matching ：How to Perform Auto-Matching
• How to Save Custom Search Conditions

Attachments / Create Document

• Attachments
• How to create Document from a record
• How to Create Document Templates

Email Sending / Templates / Bulk Email / Mailbox

• How to create an Email
• Confirm Sent / Received mail
• What to do if you do not receive email from HRBC

Import / Export

• Import & Export Summary
• How to Import Records
• How to Make Settings for Import and Export
• Common Errors During Import
• How to Export Records

Bulk Update / Bulk Delete

• How to bulk update
• How to bulk delete

New Dashboard

• Dashboard Overview
• Dashboard screen
• Dashboard Goal Setting
• Dashboard Display Item Names and Search Condition Settings
• Dashboard FAQ

Calendar / Dashboard / Report

• How to Use the Calendar Feature (Scheduling, Meeting Room Reservations, Notifications)
• Report&Graph Creation