- Talent Suite
- Infinite Talent Getting Started eLearning
- Infinite Talent FAQs
- Administration Application Guide
- Administration Branding and Customizing Guide
- Administration Communication History eLearning
- Administration Managing Users eLearning
- Administration Security Settings eLearning
- Infinite BrassRing Platform Enablement Guide
- Profiles User Guide
- Infinite BrassRing Platform Release Notes
- Self-Service Single Sign-On SSO Guide
- Single Sign-On
- Infinite Talent Help
- Infinite Talent Inbound SSO Reference Guide
- Infinite Talent Navigation eLearning
- Infinite Talent Resetting Your Password eLearning
- Infinite Talent Social eLearning
- Supported Browsers and Languages
- Infinite Talent System Configuration Guide
- Introduction
- User Access Management
- User Authentication
- Security (Challenge) Questions
- User Access Workflows
- User Access to the Infinite BrassRing Platform
- First Time Access User Workflow
- User Authenticates But Has No Licensed Applications
- User Forgot Password
- Emails containing Expired Access Links
- User Forgot User Name
- User Account has Expired
- User Enters Incorrect Name and/or Password
- User Password has Expired
- User Locks Account
- How to Update Expired User Accounts
- Infinite BrassRing Platform Client Provisioning / Client Creation
- Infinite BrassRing Platform Administration Configuration
- Help
- Training and Badges
- Talent Legal Documents
- New Talent Suite
- Lead Manager
- Talent Discovery
- Best Practices
- Getting Started and Configuration
- Getting Started and Introduction to Lead Manager & Acoustic Campaign
- Navigating Acoustic Campaign
- User Management
- Configuring the New Flag and BrassRing Source Code
- Configure Lead and Campaign Fields
- Configure The Lists of Leads and Campaigns
- Configure Option Groups
- Configure the Campaign or Lead Profile pages
- Configure Sources
- Configure Lead Statuses
- Update Lead Profile By Using a BrassRing HR Status Change
- Configuring OFCCP Searching in Lead Manager
- GDPR for Lead Manager
- Managing your Acoustic Campaign Database
- Sending Communications from Lead Manager by using RAM
- Lead Management
- View, Add, Edit, and Delete Leads
- Add or Remove Leads in a Campaign
- Lead Statuses and Updating Multiple Lead Statuses
- Managing Confidential Leads
- Searching Leads, Saving Searches and Autofiling to Campaigns
- Exporting A List Of Leads to Excel
- Send A Lead to BrassRing
- Send BrassRing Candidates to Lead Manager
- Using Source Codes to Automatically File Leads to a Campaign from Landing Page
- Campaign Management
- Communications
- Sending Communications from Lead Manager
- Sending Communications from Acoustic Campaign
- Sending Communications from Lead Manager by using RAM
- Manage Templates
- Creating And Adding Contacts To A Query and Contact List
- Creating and Editing Communications
- Testing Communications
- Checking the Mailing Health (Spam Check)
- Scheduling the mailing
- Landing Pages
- Notices Reports Asset Library
- Training
- Talent Discovery
- Onboard
- Onboard FAQs
- Onboard Basics eLearning
- What is Onboard eLearning
- Onboard New Hire Experience eLearning
- Onboard New Hire User Guide
- Onboard Manager User Guide
- What's New
- Welcome to Onboard Manager
- Training and Badge Courses
- Getting Started with Onboard Manager
- Menus Resulting from Selecting Pointer by Hire/Task Name
- Understanding Manage New Hires Page
- Understanding Currently Onboarding Page - Overview
- Understanding My Tasks Page - Overview
- Managing Onboarding Tasks
- Creating a New Account for a Hire
- Viewing New Hires Based on Job Location
- Verifying Hire Is Using the Onboard Application
- Verifying Hire I-9 Information
- Utilizing Third-Party Approver: I-9 Section 2
- Submitting to E-Verify
- Verifying W-4 and State Forms
- Verifying Onboarding Requirements for Hires
- Verifying Medical Clearance
- Verifying Import Data
- Verifying Hire Completed Tax Credit Survey
- Assigning a Staffing Specialist
- Starting the Onboarding Process
- Using a Provisioning Checklist
- Discontinuing the Onboarding Process
- Verifying Export Data
- User Types: Prevented Task View/Edit/Completion
- Managing Documents
- Managing Hire Profile Pages/Tasks
- Understanding Hire Profile Pages and Tasks - Overview
- Using the Job information Page to Update New Hire Start Date
- Verifying Personal Information
- Printing Personal Information
- Reviewing Onboarding Tasks
- Managing Signed Forms and Documents
- Reviewing Correspondence Log (Email)
- Reviewing Onboarding Participants
- Ending the Onboarding Process
- 😕 Other Tasks
- Onboard Configuration eLearning
- Onboard Configuration Guide
- What's New
- Introduction
- Onboard Badge Courses
- Accessing Onboard New Hire and Onboard Manager Applications
- Accessing Onboard Configuration Application
- Using Onboard Configuration to Configure Onboard New Hire and Onboard Manager
- Configuring the Application URL
- Removing Validation on User Last Name
- Configuring BrassRing to Onboard Pass-Through Authentication
- Configuring Job Application Filter and Table Display
- Setting Up the Import
- Configuring Manual Log On to Onboard
- System Settings
- Onboarding Status Reporting
- Onboard Activity Configuration Enhancements
- Manage Activity Fields Search Configuration
- Manage Activity Fields: BrassRing Platform Activities Identifier Configuration
- Manage Job Workflow Search Configuration
- Configuring Activity Field Names: HTML Coding
- Configuring Tax Credit Confirmation Check Enhancements
- Configuring View-Only Task Implementation for Activities
- Activity Form Template
- Configuring the Activity Form Template
- Configuring Field Branching
- Cloning an Activity
- Configuring Conditional Display of Forms
- Updating the Activity Display Name
- Configuring the I-9 Activity Template
- Configuring Activity Instructional Text
- Configuring Update of Activity Instructional Text
- Configuring Removal of First Page of Generic Form Activities
- I-9 Section 2: Foreign Passport Issuing Country
- I-9 Section 1 and 2 Data Sync
- I-9 Section 1: Citizenship Status Available for Search/Output
- I-9 Section 3: How to Turn On
- Configuring the W-4 Activity Template
- Restricting Custom Activity Creation for Onboard Activity Templates
- Configuring Allow State Form Upload
- Configuring the State Form Activity Template
- Configuring Opt-Out Function for State Forms
- Configuring Required Fields for the State Form
- Configuring the Display of Addresses for State Forms
- Condition-Based Adhoc-Required Activity
- Configuring Work Opportunity Tax Credit (WOTC) Settings for the New Hire
- Configuring Standalone Tasks
- Unrestricted Access to Tasks and Actions Configuration
- Configuring the Auto-Logout Activity
- Configuring New Hires
- Customizing Fields for Applicant Information
- PBUI My Tasks- Manager
- Accessing and Configuring the Emergency Contacts Section
- Configuring Onboard Manager so Users Can Access/View Reports
- Configuring I-9 and E-Verify Audit Report
- Configuring I-9 Auto Populate Start Date in Section 2
- Configuring Reopen Completed Task
- Preventing/Allowing the Reopen of Completed Task
- Configuring Reminders and Escalations
- Configuring Due Dates
- Defining Which Fields Drive Due Date Functionality
- Configuring Form Markup and Mapping
- Configuring Dictionary D_GENDERS
- SSN: Disabling of Cut, Copy, and Paste Mouse Clicks
- Third-Party Approver
- Overview
- Enable Third Party I-9 Section 2 Approver
- Enable Branching
- Assign I-9 Approver Task
- Reassign Approver When I-9 Section 2 Is Open
- Email Markers Extended to Custom Emails
- User Type/Group - Third-Party Approver
- User Type/Group Mapping from B-O Integration
- I-9: Auto-Complete Third-Party Approver Assignment Template
- I-9: Auto-Complete Third Party Approver Assignment
- User Management
- Managing Onboard Users in a Talent Suite Environment
- User Types
- User Types: Prevent Task View/Edit/Completion
- User Changes Via CSV/Admin Application
- Manage Users User Type Screen: List Reordering
- Hiring Manager User Type: Activity Restriction for Claim Tasks
- System Admin User Type as Primary Recruiter
- SSOID: Talent Suite Onboarding New Hire Export
- Integrations
- Onboard Configuration Reference Manual
- Onboard I-9 and E-Verify Guide
- Onboard Working with Forms I-9, E-Verify, and W-4 eLearning
- Onboard W-4 and State Forms Guide
- What's New
- Introduction
- Training and Badge Courses
- What Is Form W-4?
- What Are State Tax Withholding Forms?
- Benefits of Using Onboard for W-4 and State Tax Forms
- Workflow Overview - W-4 and State Tax Withholding Forms
- Accessing Onboard and Onboard Manager
- Entering W-4 Information (New Hire)
- Entering State Tax Withholding Information (New Hire)
- Reviewing W-4 and State Tax PDFs (Onboarding Manager)
- Onboard Maintained Forms
- Onboard Manager Add Standalone E-Verify e-Learning
- Onboard Standalone Onboard and Reports eLearning
- Onboard Glossary
- Onboard Reopen Tasks eLearning
- Talent Suite FAQs
- Training and Badge Courses
- New Talent Suite
- BrassRing
- BrassRing Lead Manager and Onboard Release Notes
- BrassRing, Onboard, Lead Manager Release Notes December 2024
- BrassRing, Onboard, Lead Manager Release Notes November 2024
- BrassRing, Onboard, Lead Manager Release Notes October 2024
- BrassRing, Onboard, Lead Manager Release Notes September 2024
- BrassRing, Onboard, Lead Manager Release Notes August 2024
- BrassRing, Onboard, Lead Manager Release Notes July 2024
- BrassRing, Onboard, Lead Manager Release Notes June 2024
- BrassRing, Onboard, Lead Manager Release Notes May 2024
- BrassRing, Onboard, Lead Manager ReleaseNotes April 2024
- BrassRing, Onboard, Lead Manager Release Notes March 2024
- BrassRing, Onboard, Lead Manager ReleaseNotes February 2024
- BrassRing, Onboard, Lead Manager ReleaseNotes January 2024
- BrassRing, Onboard, Lead Manager ReleaseNotes December 2023
- BrassRing, Onboard, Lead Manager, Release Notes - November 2023
- BrassRing, Onboard, Lead Manager, Release Notes - October 2023
- BrassRing, Lead Manager and Onboard Release Notes - September 2023
- Welcome
- Getting Started with BrassRing and its Addons
- Configuration
- client-settings
- Language and Browsers
- User Management
- User Interface Configuration
- Dashboard Visualizations
- Custom Subpanels
- Overview of BrassRing Administrator Roles
- Persona Group Management
- Organization Groups Management
- Configure Code Access Groups
- User Type Management
- BrassRing User Management
- Import Users for Non-Infinite BrassRing Platform Customers Overview
- Transfer Ownership of Working folders
- Workbench User Management
- Login Failure, Attachment, and Notes Audits
- Session Expiry Warning Message Configuration
- Data Insight Tool User Role Management
- Data Insight Tool User Management
- Event Manager User Privileges Configuration
- Custom Approval Workflow Configure Users and Groups
- UT Privileges
- Candidate Management
- Candidate Types and Instructions
- Candidate Tiering
- Attachment Categories
- Candidate Source Codes
- Job Codes
- Job Code Instructions
- Req Codes
- Candidate Data Purge Configuration
- Talent Record Display and Print Page Header
- Setting Default Search and Output Fields
- OFCCP Search Configuration
- Bulk Print Configuration
- Secure Candidates
- Resume Security Access Groups
- Candidate Withdrawal Configuration
- Restrict Talent Record
- Req Management
- Database Management and Forms
- Candidate Forms
- Candidate Form Management
- Candidate Form Field Overview
- Candidate Form Field Management
- Field Option Management
- Candidate Form Layout Management (Enhanced Layout)
- Custom Field Validation
- List Management
- Import Candidate Form Field Options Overview
- Approval Routing for Candidate Forms
- Field Filtering on Candidate Forms
- Document Subsidiary Forms
- Update the OFCCP Disability 503 Form
- Configure Save Form as PDF
- Exporting the Configuration Report
- Candidate Field Associations (CFA)
- Import Candidate Field Associations Overview
- Import Calculated Candidate Field Associations Overview
- Candidate eSignature
- Req Forms
- Req Forms Overview
- Standard Req Forms with Standard Fields
- Custom Req Fields Management
- Evergreen Requisitions
- Req Form Layout Management (Enhanced Layout)
- Import Req Field Option Lists Overview
- List Filtering For Req Forms
- Req Approval Routing
- Req Approval Groups
- Req Subsidiary Forms
- Req Field Associations (RFA)
- Import Req Field Associations Overview
- Secure Requisitions
- Manage HR Statuses
- Reports and the Metrics Dashboard
- Configure Talent Gateways and Gateway Questionnaires
- Overview of Talent Gateways and Pre-qualifying Questions
- Unified Candidate Zone for Submitted Applications
- Responsive Apply Overview, Configuration, and Documentation
- Manage Talent Gateways
- Talent Gateway Forms, Fields, and Prequalifying Questions
- Social Media Configuration
- Configure Skip Sign-in on Responsive Talent Gateways
- Configure Post Jobs to Google
- Synchronize Changes with Talent Gateways
- Visual Branding Tool and Advanced CSS
- Overview of Gateway Questionnaires
- Managing Gateway Questionnaires
- Administer Gateway Questionnaire Widgets
- Configure Codes Widget
- Control Frameable Response in HTTP headers
- Configure the Add Candidate Standalone Gateway Questionnaire
- Configure SMS Text Messaging
- Russian Data Protection Law BrassRing Set-Up
- Configure Social Referral
- RAM User Guide
- Configure Communications
- The CK Editor Guide
- Integrations and APIs
- Configuring Agency Manager
- Configuring Event Manager
- Configure General Settings and Event List Columns
- Configure Candidate Form Fields
- Configure System Notifications and Scheduling Settings
- Create, Edit, or Deactivate, Event Templates
- Create, Edit, or Deactivate Activities
- Create, Edit, or Deactivate, Message Templates
- Add Assessors, Specialties, Competencies and Rating Types
- Create Event Batches
- Add Locations and Regions
- Add Outcomes, Programs and Statuses
- Import, or Export, Assessor Schedules
- Add Registration Pages
- Configure Candidate Facing and Internal Forms
- Configure Low Availability Slots Alert
- Automation for Manually Scheduled Candidates
- Purge Events
- Multilanguage Candidate Communications
- Customizing BrassRing Talent Gateways for Event Manager
- BrassRing on Cloud Req Fields in Event Manager
- Configure iCalendar Files
- Configuring Custom Approval Workflow (Smart Approval)
- Self Service Data Migration Tool
- Integration Dashboard and Common Service Integrator
- Configuring Interview Manager
- BrassRing Quick Reference Guide
- Frequently Asked Questions
- BrassRing Responsive User Interface FAQ
- Evergreen Reqs FAQ
- Migrating to the BrassRing Responsive Talent Gateways FAQ
- Candidate Purge FAQ
- Infinite BrassRing RAM Triggers FAQ
- The Metrics Dashboard FAQs
- The Metrics Dashboard Advanced Features FAQs
- Social Media FAQs
- Infinite BrassRing Common Services Integrations FAQs
- Interview Manager FAQs
- Requisition Management
- Post Management
- Candidate Management
- Add A Candidate
- Manage Folders and Bulk Print
- Search for Candidates
- Manage Duplicate Candidates
- Tracking Submissions by using Codes and HR Statuses
- View Candidates in a Req
- View Talent Records and Resumes or CVs
- Add Notes And ToDos
- Manage Forms
- Final Dispositioning
- Import Candidate Form Data
- Erase a Candidate or Candidate Application
- Candidate Purge
- Candidate Experience with Talent Gateway
- Candidate Self-Delete - Delete My Account and Candidate Withdrawal
- Candidate Withdrawal Process
- The Candidate Zone
- Interview Manager
- Communications and E-links
- Reporting
- The Metrics Dashboard
- Manage Standard Reports
- Create and Edit a DIT Report
- Running Ad Hoc Reports
- Scheduling Reports
- Organize Templates Into Categories
- Creating And Attaching Macros
- Run The Distribution Audit and the Client Report List
- File Transfer Protocol (FTP) Setup Guide
- Example Data Insight Tool Reports
- Template Security
- Data Insight Tool to SFTP Set-up Guide
- Agency Management
- Managing Jobs
- Send a job to candidate
- Submit A Candidate by Using the Resume Processor
- Submit a candidate by typing or pasting candidate resume/CV
- Submit a candidate by using the Profile Builder
- Viewing Submitted Candidates
- Retracting A Submission
- Printing Agency Manager content
- Updating Candidate Information
- Event Management
- Candidate use of Event Manager
- Managing Events
- Create Events in Event Manager
- View and Lock Events
- Searching and Adding Candidates to Event Manager
- Scheduling Unscheduled Candidates and Reschedule a Candidate
- Sending Invitations, Emails, and Event Change Notifications
- View the Communication History of a Candidate
- Assign Candidate Outcomes and Finalize Candidates
- Send Candidates to Event Batches by using a Rules Automation Manager (RAM) Trigger
- View Candidate Page
- Adding, Removing and Searching Assessors
- Assessor Scheduling
- Cancel An Event and Configure Reminders as an Assessor
- Running Event Manager Reports
- Troubleshooting Errors and Warnings
- Lead Management
- Training
- Onboard on Cloud
- Interview Management
- BrassRing Lead Manager and Onboard Release Notes
Onboard July Release
ONBOARD VISIBLE CHANGES
Onboard new features for the current release are listed here.
Onboard: AUTO_LOAD Activity Template for New Hires
Starting with this release, a new TS Activity template type, ‘AUTO_LOAD,’ is added.
Activities using this template can be configured directly within the workflow to organize content tasks better.
Examples of tasks that can be configured include videos, PDF links, text messages, and more. These tasks should be set up within the AUTO_LOAD activity for new hires to complete.
This feature is exclusive to the New Hire login. The AUTO_LOAD task automatically opens upon every login until it is completed.
Once all AUTO_LOAD tasks are completed, the default view switches to the "My Tasks" page.
A "View All My Tasks" link is included in this activity, allowing users to navigate to the "My Tasks" page easily.
For users with multiple job applications, if the selected job has an open AUTO_LOAD activity, it is displayed by default when switching jobs.
Note: There are no validations while configuring the workflow for AUTO_LOAD. However, due-date calculations are supported, and some features like attachments are not supported.
Internal Reference Azure Board # 7500.
Onboard: Access Private Reports of Others
Starting with this release, a new user privilege, "Access Private Reports of Others" is added.
This allows the transfer of ownership of private reports to a new user and enables administrators to stop automatically sending these reports.
When this privilege is enabled, administrators have three options for managing private reports:
Delete Reports: Administrators can delete reports, which are moved to the "Deleted Reports" section within the same folder on the "My Reports" page.
Delete Reports action completely deletes the scheduled data and reports.
Make as Public Folder: This option moves the folder to the public section. The folder is no longer visible in the original location but can be accessed under the public folder after re-logging.
Reassign Folder: Administrators can select a new user from a dropdown list and use the "Reassign User" button to transfer the folder. The assigned user will then access the folder and its reports under their private section.
The "Reassign Folder" action removes the previous user's scheduled data, allowing the newly assigned user to start scheduling reports.
Note: To view the changes mentioned above, users need to log out and re-login.
Internal Reference Azure Board #1410, 46916, 46917.
ONBOARD CONFIGURATION CHANGES
There are no new configuration changes in the current release.
ONBOARD FIXED DEFECTS
There are no new items during the current release.