Training Centre

Become a fluent user with our online training tools. We offer online tutorial videos and a series of step-by-step guides.

All videos run on Windows Media Player and require either speakers or headphones. Please be patient while the videos load.

Getting started

• First steps for new users
  This tutorial is aimed at anyone new to Recruit Studio and will discuss the concepts involved and tools available.
  • Watch the tutorial (06:44)
  • Read the transcript
• Navigating Recruit Studio
This tutorial will show you the different elements of the interface and how to use the Desktop and Main Menu.
• Watch the tutorial (07:02)
• Read the transcript
• Set up your Recruit Studio database
The aim of the tutorial is to show new users how to set up the master menus within your Recruit Studio database.
• Watch the tutorial (16:41)
• Read the transcript
• Companies and clients
This tutorial, aimed at new users, will show you the layout of the company and client record and discuss how they relate to each other.
• Watch the tutorial (09:48)
• Read the transcript
• Emailing
This tutorial, aimed at beginners, will talk you through how to send an email to a contact in the database. You will learn how to work through the Emailer, using the ribbon to change the settings.
• Watch the tutorial (05:48)
• Read the transcript
• Step-by-step help guide
• Searching the database
This tutorial, aimed at beginners, will talk you through how to search for contacts within the database using information contained within their records.
• Watch the tutorial (07:15)
• Read the transcript
• Look up a record by name
This tutorial will show you how you can quickly look up and open a record, finding it by name. This method applies to candidates, clients, companies, vacancies and CVs.
• Watch the tutorial (01:43)
• Read the transcript
• Step-by-step help guide

How do I...?

Admin functions - for business owners or office managers

• Changes to your Menu Tables (November 2010)
  This tutorial is essential viewing for anyone who started using Recruit Studio prior to November 2010. It explains important changes to Menu Tables (Database Setup). Suitable for Admin users and consultants alike.
  • Watch the tutorial (05:20)
  • Read the transcript
• Set up my database (master menus)
  This tutorial, aimed at Admin users and new users, explains how to set up the master menus in your Recruit Studio database. It includes definitions and examples of sectors, disciplines, job titles, skills and other menus; and explains how these relate to records in your database.
  • Watch the tutorial
  • Read the transcript
• Add a new user
  This tutorial will show you how to add a new username to Recruit Studio.
  • Watch the tutorial (02:56)
  • Read the transcript
  • Step-by-step help guide
• Add a password to the Admin user
  This tutorial will show you how to add a password to the Admin user, or any other user.
  • Watch the tutorial (01:06)
  • Read the transcript
  • Step-by-step help guide
• Log in as another user without logging out of Recruit Studio
  This help guide will show you how to log in as a different Recruit Studio user without closing the program. This may be necessary for Admin users.
  • Step-by-step help guide
• Change my Recruit Studio settings
  This help guide will show you how to become familiar with the Recruit Studio settings and make changes.
  • Step-by-step help guide
• Turn on add-in modules
  This help guide will show you how to enable any add-in modules that are necessary for your business such as the reports modules.
  • Step-by-step help guide
• Import data from an Excel spreadsheet
  This help guide will show you how to import data from an Excel spreadsheet. Using this facility you could purchase client data and import the contacts directly into Recruit Studio.
  • Step-by-step help guide
• Create an email signature
  This help guide will show you how to create an email signature for Recruit Studio to use if you prefer not to use your Outlook signature.
  • Step-by-step help guide
• Create a new email template
  This tutorial will show you how to make a new email template so all your users can send standard emails such as when sending a CV to a client.
  • Watch the tutorial (01:51)
  • Read the transcript
  • Step-by-step help guide
• Move a number of records to another user
  This help guide will show you how to move individual records from one user to another. If you want to transfer all of one user's records to another user then it is best to use the transfer method.
  • Step-by-step help guide
• Transfer all of one user's data to another user
  This help guide will show you how to transfer all of one user's data to another. This is useful in the event that a consultant leaves the business.
  • Step-by-step help guide
• Recover a deleted record
  This help guide will show you how to recover a record that has been accidentally deleted.
  • Step-by-step help guide
• Set up Clearances (Database Setup)
  This tutorial aims to define Clearances and show you how to set them up and apply them to candidate records.
  • Watch the tutorial (05:51)
  • Read the transcript

Basic tasks

• Look up a record by name
This tutorial will show you how you can quickly look up and open a record, finding it by name. This method applies to candidates, clients, companies, vacancies and CVs.
• Watch the tutorial (01:43)
• Read the transcript
• Step-by-step help guide
• Use the Recruit Studio desktop
This help guide will show you how to save a record, document, note or search to your Recruit Studio desktop.
• Step-by-step help guide
• Send a desktop item to another user
This help guide will show you how to copy one of your desktop items such as a record, CV, document or note to another user.
• Step-by-step help guide
• Review the records I have edited today
This help guide will show you how to review the records you have edited today and open them if necessary.
• Step-by-step help guide
• Attach a document to a record
This step-by-step guide will show you how to attach a document (not a CV) to a record. This is useful for attaching, say, a letter to a client record or a scanned-in work permit to a candidate.
• Step-by-step help guide
• Attach one record to another
This step-by-step guide will show you hw to attach one record to another. This might be useful if you or another team member wants to associate two contacts such as a client and a candidate.
• Step-by-step help guide
• Find a record by ID/reference number
This help guide will show you how to find a candidate, client or vacancy using the unique reference numbers that all records have.
• Step-by-step help guide
• Import contacts from Outlook
This help guide will show you how to import contacts as clients or candidates into Recruit Studio from Microsoft Outlook.
• Step-by-step help guide
• Create records using the Quick Entry facility
This help guide will show you how to create new records using the Quick Entry facility. It allows you to enter records in quick succession and records the basic contact details.
• Step-by-step help guide
• Find out what's new in the latest version
This help guide will show you how to check what has been added in the latest version of Recruit Studio.
• Step-by-step help guide
• Star ratings: set and search
This help guide will show you how to rate candidates and clients by giving them a number of between 0 and 5 stars. You will also learn how to incorporate the star rating into searches.
• Step-by-step help guide
• Use the Microsoft Outlook 2007 add-in
This tutorial explains how to install and use our Microsoft Outlook 2007 add-in. The add-in helps you to create new candidate and client records direct into your database, as well as import CVs and other attachments. Also you can import email content directly to a record's log.
• Watch the tutorial (05:40)
• Read the transcript
• Use Recruit Studio's LinkedIn add-in
This help guide explains how to use our LinkedIn add-in to search LinkedIn for new and existing connections, and create new records from the results all within Recruit Studio.
• Step-by-step help guide

CVs and candidates

• Import CVs (day-to-day method)
This tutorial will guide you through importing CVs received by email or downloaded from job boards. Use this method if you don't want to create candidate records at this stage. It is the simplest and fastest method so is ideal for day-to-day use.
• Watch the tutorial (04:11)
• Read the transcript
• Step-by-step help guide
• UPDATED! Import CVs and create a candidate record in one step
This help guide will show you how to import a CV and create a candidate record in one step.
• Step-by-step help guide
• Search CVs
This tutorial will show you how to search the CVs in your database using the free-text search tool. You don't need any candidate records to do this, just CVs in the database.
• Watch the UPDATED tutorial (13:58)
• Read the transcript
• Step-by-step help guide
• Create a candidate record with a CV
This tutorial will show you how to create a candidate record when you have a CV that you have already imported to the CV database.
• Watch the tutorial (06:02)
• Read the transcript
• NEW! Create a candidate record without a CV
This help guide will show you how to create a candidate record when you do not have a CV for that candidate - you can add one later if necessary.
• Step-by-step help guide
• Create a candidate record from a CV found in a CV search
This help guide will show you how to create a candidate record from a CV which has been found when running a CV search.
• Step-by-step help guide
• Create a candidate record using the Quick Entry facility
This help guide will show you how to create new records using the Quick Entry facility. It allows you to enter records in quick succession and records the basic contact details.
• Step-by-step help guide
• Find CVs I imported today
This help guide will show you how to find CVs that you imported today (or on any given date or date range) with a view to performing another task such as attaching it to a record or renaming it.
• Step-by-step help guide
• Attach a CV to a candidate record
This step-by-step guide will show you how to attach a CV to a candidate record, perhaps if you receive a newer version of the CV.
• Step-by-step help guide
• Format a candidate's CV and make it public
This tutorial will show you how to format a candidate's CV after it has been imported to the CV database. You will then learn how to select the formated CV as the public version, which will be sent to clients.
• Watch the tutorial (02:26)
• Read the transcript
• PDF CVs: Possibilities, limitations and workarounds
This help guide explains the possibilities, limitations and workarounds for CVs in PDF format.
• Step-by-step help guide
• Email a CV to a client (without a vacancy)
This tutorial will show you how you can email a candidate's public CV to a client. This method is intended for when you do not yet have a vacancy, and so concerns only a candidate and client.
• Watch the tutorial (03:22)
• Read the transcript
• Step-by-step help guide
• Email a CV to a client (from a shortlist)
This tutorial will show you how to email a CV to a client from within the candidate record. A log will be created, cross-referenced between the candidate and client.
• Watch the tutorial (02:48)
• Read the transcript
• Step-by-step help guide
• Email a CV to a client (from a candidate search)
This tutorial will show you how to email a CV to a client from the results tab of the Search and Mailings facility. It is designed for when you have initiated a candidate search from a vacancy record.
• Step-by-step help guide
• Shortlist a candidate for a vacancy
This tutorial will show you how to put a candidate forward for a specific vacancy so that a link is made between the two. After this step, you may like to find out how to send CVs to the client or arrange an interview.
• Watch the tutorial (02:07)
• Read the transcript
• Step-by-step help guide
• Shortlist candidate(s) for a vacancy from a search
This tutorial will show you how to create a shortlist of candidates who you have found after searching for candidates in Search and Mailings.
• Step-by-step help guide
• Create a client list/vacancy shortlist for a candidate
This tutorial will show you how to create a client list/vacancy shortlist on a candidate record
• Step-by-step help guide
• Add Clearances to a candidate
This tutorial explains the concept of Clearances and explains how to define them in the database, as well as how to apply them to a record.
• Watch the tutorial (05:51)
• Read the transcript

Companies and clients

• Create a company record
This tutorial, aimed at new users, will show you how to create a new company record.
• Watch the tutorial (04:19)
• Read the transcript
• Step-by-step help guide
• Create a client record
This tutorial, aimed at new users, will show you how to create a new client record from within a company.
• Watch the tutorial (04:16)
• Read the transcript
• Step-by-step help guide
• Create a client record using the Quick Entry facility
This help guide will show you how to create new records using the Quick Entry facility. It allows you to enter records in quick succession and records the basic contact details.
• Step-by-step help guide
• Follow up business leads using Sales Calls
This tutorial will show you how to follow up on CVs emailed to clients and interviews that have taken place. You will learn how to make a list of clients to call using the Sales Calls functions.
• Watch the tutorial (05:59)
• Read the transcript
• Handle parent and subsidiary companies
This help guide demonstrates how to handle parent companies and their subsidiaries.
• Step-by-step help guide
• Handle a client who has left their company
This help guide explains two methods for dealing with clients in the database who have left their company, and possibly gone to work elsewhere.
• Step-by-step help guide
• Merge two companies
This help guide explains how to merge two identical or similar companies in use within the database. Use this method if two of the same company have accidentally become active or if two companies have undergone a merger.
• Step-by-step help guide

Vacancies

• Find candidates for a vacancy
This help guide will show you how to search for candidates to fill a particular vacancy via Search and Mailings, using the vacancy's attributes as the search criteria.
• Step-by-step help guide
• Shortlist a candidate for a vacancy
This tutorial will show you how to put a candidate forward for a specific vacancy so that a link is made between the two. After this step, you may like to find out how to send CVs to the client or arrange an interview.
• Watch the tutorial (02:07)
• Read the transcript
• Step-by-step help guide
• Shortlist candidate(s) for a vacancy from a search
This tutorial will show you how to create a shortlist of candidates who you have found after searching for candidates in Search and Mailings
• Step-by-step help guide
• Create a client list/vacancy shortlist for a candidate
This tutorial will show you how to create a client list/vacancy shortlist on a candidate record
• Step-by-step help guide
• Make a placement and close a vacancy
This tutorial will show you how to make a placement in Recruit Studio once a candidate has been accepted for a role. You will also learn how to close a vacancy, making it inactive in your database.
• Watch the tutorial(04:41)
• Read the transcript

Phone call tools

• Create and manage call backs
This tutorial will show you how set a reminder to call a contact, a function known as Call Backs. You will be shown how to arrange a Call Back as well as how to manage your calls using the Diary.
• Watch the tutorial (05:15)
• Read the transcript
• Follow up business leads using Sales Calls
This tutorial will show you how to follow up on CVs emailed to clients and interviews that have taken place. You will learn how to make a list of clients to call using the Sales Calls functions.
• Watch the tutorial (05:59)
• Read the transcript
• Create a phone call reminders list
This help guide will show you how to create a phone call reminder list. It's a very informal way to make a list and is not time specific - unlike Call Backs.
• Step-by-step help guide

Interviews

• Arrange an interview
This help guide will show you how to arrange an interview between a client and a candidate, recording the interview in your diary.
• Step-by-step help guide
• Send interview confirmation emails
This help guide will show you how to send interview confirmation emails to both the client and candidate to inform them of the interview arrangements.
• Step-by-stey help guide
• Manage my interviews
This help guide will show you how to view and manage your interviews from one convenient screen.
• Step-by-step help guide
• Record interview feedback and decisions
This help guide will show you how to record feedback and decisions after an interview has taken place.
• Step-by-step help guide

Client meetings

• Arrange a client meeting
This help guide will show you how to arrange a meeting with a client that is recorded in your diary.
• Step-by-step help guide
• Manage my client meetings
This help guide will show you how to view and manage your client meetings from one convenient screen.
• Step-by-step help guide
• Synch my meetings with Microsoft Outlook
This help guide will show you how to send details of your interviews and client meetings to your Microsoft Outlook diary.
• Step-by-step help guide

Search and Mailings

• Search (simple)
This tutorial demonstrates the new simplified search facility that uses simplified selection and popular criteria for building quick searches.
• Watch the tutorial (07:15)
• Read the transcript
• Search and Mailings: part 1
This tutorial introduces the new Searh and Mailings facility. It shows how to compose simple searches and includes tips for effective searching.
• Watch the tutorial (09:05)
• Read the transcript
• Search and Mailings: part 2
This tutorial demonstrates the advanced features of the new Search and Mailings facility. In it you will learn more about boolean search terms, learn how to rewrite searches to give more focussed results using brackets and how to merge your search with a Public search.
• Watch the tutorial (07:22)
• Read the transcript
• Find candidates for a vacancy
This help guide will show you how to search for candidates to fill a particular vacancy via Search and Mailings, using the vacancy's attributes as the search criteria.
• Step-by-step help guide

Management reports

• Run a KPI report
This tutorial, aimed at business owners or managers, will show you how to run a Key Performance Indicators report by interpreting data from Sales Calls per consultant per week.
• Watch the tutorial (02:53)
• Read the transcript
• Run a report on consultants' activity
This help guide will show you how to run a User Statistics report which covers all the reporting criteria including new records created, logs and sales calls on a daily, weekly or monthly basis per consultant or team.
• Step-by-step help guide

TempStaff

• TempStaff overview
This tutorial is the first in series of tutorials on Recruit Studio's TempStaff module. It covers an overview of the features and how to start using the module designed for agencies placing temporary staff.
• Watch the tutorial (08:48)
• Make a booking
This tutorial guides you through making a booking for placing a temp in a new role.
• Watch the tutorial (04:41)
• Entering hours/days worked
This tutorial shows you how to enter the number of hours or days worked by your temps at the end of the day or week.
• Watch the tutorial (06:35)
• Preparing end of week accounts
This tutorial guides you through producing an end of week spreadsheet so you can complete your accounts.
• Watch the tutorial (02:41)