There are a number of branding options available to the agent on the portal. These include things like header logo in the agent workspace, logos for agent, client, team and candidates.
Set auto publish settings
This setting when enabled, automatically publishes the Profile (Candidate or Team profile). If the setting is disabled then the Agent will have to manually publish the profile. * This is fixed ‘enabled‘ (‘Yes’) for Affiliate accounts.
Set auto email settings
This setting when enabled, automatically sends the published profile(Candidate or Team profile). If the setting is disabled then the Agent will have to manually send the profile. * This is fixed ‘enabled‘ (‘Yes’) for Affiliate accounts.
Set Auto send Me setting
When this setting is enabled, automatically sends the Agent a copy of the published profile (Candidate or Team profile). If the setting is disabled then the Agent will have to manually send the profile to him/herself. * This is fixed ‘disabled‘ (‘No’) for Affiliate accounts.
Upload a Company logo setting
You can Upload a Company logo or image that will be used on the Agent portal header page and also on the published candidate profile reports (if this logo is enabled), see settings.
Logo as seen on the Agent portal header of each page.
Select the Logo to use setting
Select the Logo to use on the candidate profiles when published.
Trade name setting
Set the Strapline or company name you want to appear on the published candidate profiles .
Profile report Branding sample
Sample of a published profile cover page incorporating Company logo, trade name
Exclude selective pages
You decide which page/s to Exclude from the report for each Profile Type. This will apply to all reports published for the selected Profile Type.
Publish Alternative Profile - Once
You can select an Alternative Profile report template to publish a Positive version of the report. This version will be useful for Sending to Clients and portrays all the positive attributes of the candidate. Select an alternative template and set to Y. Once this version is published, the option will be reset to No.
Upload client logo settings
Create clients and upload client logo to appear on Portal list pages and can also be selected to use on the Candidate profile reports (Logo to use settings covered earlier ).
Sample Client List screen with logo shown below:
Teams and upload Logo
Create Teams and upload Logo to use on published team profiles and on the online Personify feature, if personify is enabled in the team settings.
Use Team logo in Team profile
Send Team profile to All team members
Set Personify feature on/off to enable members to collaborate
Set Team as active
Sample Team List
The Team list screen below with Team Logo
Sample Team profile header
Team Logo will be used if uploaded.
Team Name will be used on the cover page
Personify Link will be added if Personify is enabled (‘Yes’).
Upload Candidate Photo
Once the candidate has completed a questionnaire, a candidate record will be created. The Agent can edit the candidate record and upload a photo. This is useful when viewing candidates in a team and personify feature, but gives a visual perspective on the candidate.
Sample Candidate List
The Candidates list screen below
Sample Personify Candidate List
The personify feature, with candidate photos, so that other team members can put a “face” against the name, acting as a reminder of their team members.