Account Management
What is the difference between a Contact and an Account
1. Start with a quick overview of your dashboard. 2. Select the Accounts tab to view company and client records in one place. 3. An Account is the Company you are providing your onboarding service to. They are your client. 4. Click on an account card ...
Talent Onboard Contacts | Manage People and Relationships
The Contacts module in Talent Onboard gives you a complete overview of every person connected to your recruitment and HR activities — from candidates and clients to internal staff and external partners. Each contact record stores key details, ...
Talent Onboard Accounts | Manage Client and Company Records Effortlessly
The Accounts module in Talent Onboard helps you manage all your company and client records in one central location. Whether you’re tracking the organisations you recruit for or managing internal departments, Accounts keeps key details — such as ...
How to add accounts
1. Start by opening the dashboard 2. Head to the Accounts tab to manage or view account information 3. Click Create Account to get started with a new account entry 4. Enter the Account contact details for the new account 5. Add a clear and ...