Integrations | Dialpad
Get your team calling smarter - connect itris X with Dialpad to dial, log, and summarise calls without ever leaving the platform.
Integrations | Docusign
The Docusign integration lets you send, manage, and track electronic document envelopes directly from itris records, with Docusign …
Integrations | LinkedIn Recruiter (Initial Set Up)
The LinkedIn Recruiter integration transforms your recruitment workflow by bringing LinkedIn's vast professional network directly …
Integrations | QuickBooks
QuickBooks is a comprehensive accounting software that helps recruitment agencies streamline their financial operations, from …
Jobs Feed
Provide a feed of data for jobs you have published.
My Settings
Your My Settings area is your personal control centre where you can customise your experience to how you work best, as well as set …
Tools & Settings | Agency CV Templates
Creating effective CV templates is the foundation of a successful agency branding strategy, enabling recruiters to maintain …
Tools & Settings | Application Settings
Manage Application Settings that impact various areas and record types.
Tools & Settings | Audit History Viewer
Track changes and monitor activity across your itris system with ease by either Individual Record or User. This tool give you …
Tools & Settings | Candidate Settings
Managing the settings, including defaults for new record creation, and data lists for Candidate records.
Tools & Settings | Company Settings
Managing the settings, including defaults for new record creation, and data lists for Company records.
Tools & Settings | Contact Settings
Managing the settings, including defaults for new record creation, and data lists for Contact records.
Tools & Settings | Custom Fields
Create and Manage Custom fields which are simply fields defined by you as an organisation to hold pieces of data of use to your …
Tools & Settings | Data Management
Clean up your database effortlessly our Data Management tool – helping you stay GDPR compliant while keeping only the records that …
Tools & Settings | Deleted Records
Don't panic if you've accidentally deleted something in itris - recovering your records is quick and easy with the built-in …
Tools & Settings | Display Settings
Manage a number of display configuration settings including naming conventions, Activity types, defaults & templates, default …
Tools & Settings | Document & Media Libraries
Keep all your recruitment materials organised and easily accessible with itris' Document and Media Libraries - your one-stop …
Tools & Settings | Document Settings
Manage settings for Documents, including creating custom Document Types.
Tools & Settings | GDPR Submissions
Easily manage candidate GDPR preferences and data requests through the GDPR submissions list, giving you full control over …
Tools & Settings | Invoice Settings
Unlock the potential of invoice settings to make your recruitment process smoother and more effective.
Tools & Settings | Job Description Templates
Develop standardised job posting templates for external platforms to ensure consistency, clarity, and a professional tone across …
Tools & Settings | Job Settings
Managing the settings, including defaults for new record creation, and data lists for Job records.
Tools & Settings | Layout Designer
Use the Layout Designer to create customized layout configurations tailored to specific User Groups. This ensures that users in …
Tools & Settings | Lead Settings
Manage the settings related to Leads including setting Lead Statues, Send Lists Types and actions relating to converting Leads to …
Tools & Settings | Mandatory Fields
Select the fields within records that are required fields to be able to save a record.
Tools & Settings | Placement Settings
Managing the settings, including defaults for new record creation, and data lists for placement records.
Tools & Settings | Products & Services
Setting up Products & Services in itris streamlines your quoting and invoicing process while keeping everything consistent across …
Tools & Settings | Reference Requests
Take control of your reference requests with centralised tracking and management tools, including resending and deleting.
Tools & Settings | Report Settings
Set your Fiscal Start Month and create report folders into which your reports can be added to keep them organised.
Tools & Settings | Security Settings
Set up your GDPR compliance settings in itris to give candidates control over their data while streamlining your consent …
Tools & Settings | Skills Profile
Create an manage the skills that can be applied to Candidate, Company and Contact records to aid in Searching, Auto-coding and …
Tools & Settings | Standard Templates
Transform your workflow with customisable email, text and word templates designed to save time while maintaining professional …
Tools & Settings | Telephone & Text Settings
Configure your phone and text messaging settings to streamline how you connect with candidates and clients.
Tools & Settings | User Email Signature Templates
Develop consistent email signature templates that ensure all users maintain a unified, professional brand presence in their …
Tools & Settings | User Groups
User Groups determine a users Permissions, the Areas of itris X they see, and the layout of records.
Tools & Settings | User Targets
Setting up user targets lets you create specific goals for users, making it easy to track how they’re doing against your business …
Tools & Settings | Users
Create and manage users, including sending welcome email, assigning User Group, Departments & Territories, setting email signature …
