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  1. Help Center
  2. Basic Usage Guide

Basic Usage Guide

Register / Edit / Delete

  • How to register records
  • How to Delete Record
  • NEW Creation of Contract Extension (Function for Staffing Agencies)
  • 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
  • How to Add Search Condition
  • 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
  • 【Resume Block】 How to Edit Existing Mail Templates

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

Calendar / Dashboard / Report

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

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〒107-0052

東京都港区赤坂8-5-34 TODA BUILDING 青山3階

Tel.03-6455-4747

hrbc-support@porters.jp

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