Admin Portal Navigation Guide

This article is intended to be used as a Guide to help new and returning Team Members navigate the Click Boarding Admin Portal.
Basic site navigation happens through the Navigation bar on the left hand side of the page. By clicking on the Icons, you can navigate to the correct page to perform the tasks you are looking to complete. 

The Action Center

The Action Center is the Home Page of the Click Boarding Admin Portal. From the Action Center, you can easily manage your action items in the Action Center. Everyone involved has visibility into what they need to know – no more, no less – and can act on what really needs attention.

The Action Center Can be Navigated to by clicking the Check Mark in a Circle Icon.

Candidates

The Candidates page is a complete list of All Candidates that have ever been entered into Click Boarding for your Company. Candidates with the most recently assigned processes will show at the top of this list. From here, you can click on the candidates name to open their Candidate Profile page, or Click on a process to view the candidate's progress, as well as all the forms in the process. 

The Candidate page can be navigated to by clicking the Icon of two people. 

Processes & Content

The Processes & Content page is where you can view, edit and create Processes, Forms and Tasks. Processes contain your onboarding work flows. Forms & Content is where you can create and edit your custom forms to be attached  to your processes.

The Forms & Content Page can be navigated to by clicking on the Clipboard Icon.

Company

The Company page houses everything you need to manage your Companies access in Click. Here you can add, edit and delete Locations, Location Groups, Team members, Brands and Custom Data Fields. 

The Company page can be navigated to by clicking the Building Icon.

Integrations

The integrations page contains the Log information for all established integrations between Click Boarding and other software's and servers. You can view the logs by clicking first on the blue '+' on the right of the page, and then clicking the blue 'Logs' button that will appear. The integration page is split up between Applicant Tracking, Custom, HRIS, Import and Export, and Screening Connections. 

The Integrations page can be reached by clicking the 'Tree Chart' Icon. 

Reporting

The Reporting Center contains a dynamic data grid of important information regarding Process Flows, Forms and Candidates. The Data grid can be filtered to narrow down your view to help you understand your Onboarding. To access the Reporting Center, you must have Full access to Click Boarding. 

The Reporting Center can be accessed by clicking the 'Graph' icon. 

Bulk Imports and Updates

The Bulk Imports and Updates page allows users to upload CSV files to add large groups of Candidates or Team Members. To successfully import files, you can download the CSV template from the 'Import Specifications' page, or update the Specifications from the 'Update Specifications' page. 

To Access the Bulk Imports page, click the Stacked Disks Icon. 

Click Retain

Click Retain is the newest product from the Click Boarding team, allowing Admin users to monitor and act on Employee Sentiment to increase employee retention. 

Contact your Click Boarding CSM if you would like to learn more about Click Retain!