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Topics
1. Fundamentals
Co-workers
Files
Forgotten password
GDPR in RecMan
Get started with RecMan
Home Screen
See all 20 articles
2. CRM
Company pipeline
Contact persons
Creating a company/customer
Credit check with Creditsafe
Customer card explained
General information about the CRM and its functions
See all 8 articles
3. Projects
Agreement overview explained
Candidate pipeline
Candidate Pipeline (Project)
Creating and editing an Order
Creating a new project
Creating an offer
See all 9 articles
4. Job postings
Aon (formerly Cut-e) – Setup and functionality
Applications and pipeline
Creating and publishing a job post
Job notice
Job post templates
Master testing and analyzing
See all 9 articles
5. Candidate / Employee base
Candidate database
Candidate presentation
Creating a candidate
Creating an employee agreement
Expired certificates explained
Exporting candidates
See all 13 articles
6. Staffing
Booking shifts as a customer
Create child projects and register work on them
Explanation of the process of shift booking and hour registration
Jobs: A staffing assignment from the start to the end
Logged work in RecMan
Logged work – Article view
See all 29 articles
7. RecMan BI
Candidates
Companies
Contact persons
Co-workers
Logs
Offers
See all 56 articles
8. Email, Calendar and SMS
Email in RecMan
Email settings (for admin)
Google Calendar sync
Office 365 calendar sync
Postponed email delivery
Setup and use of the email integration
See all 8 articles
9. Sales
Portfolio monitoring
10. Inquiries
Email feeder
Inquiries
Inquiry module setup
11. Economy
EHF (Peppol) invoice
Import of order to RecMan
Invoice layouts
Invoicing
Order
Products
See all 7 articles
12. Admin & System setup
Birthday notifications
Candidate attributes
Candidate settings
Collective agreements explained
Corporations
Co-worker roles
See all 43 articles
13. Security
Cyber security / antivirus
MFA and SSO
reCAPTCHA
What is GDPR
14. Export
Common error messages for export to financial system
Integration with Fortnox 2.0
Integration with Tripletex API
Invoice / credit note export to 24SevenOffice
Invoice exports
Invoice / Credit note to Fortnox
See all 24 articles
15. API
API applications
API in RecMan
Job post API
Postman
16. mScript - Merge tags
Aon (formerly Cut-E) – mScript
Candidate/employee – mScript
Company – mScript
Company contact – mScript
Corporation – mScript
Department – mScript
See all 16 articles
17. For candidates and employees
Challenges with candidate login
Documentation for candidates and employees
Links to login/registration for candidates and employees
18. Tips & tricks
Create a department and connect relationships
How to quickly register hours on multiple employees
Internal messaging system
RecMan on the phone
Removal of age and date of birth required by Danish law
Work in multiple tabs at once
General
FAQ
Frequently Asked Questions – Admin & System setup
Frequently Asked Questions – Candidate / Employee base
Frequently Asked Questions – CRM
Frequently Asked Questions – Economy
Frequently Asked Questions – Export
Frequently Asked Questions - Dashboard/Projects
See all 10 articles
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