BrightMove

Search, measure, and manage hiring activity

Track

What is Wisdom?  The BrightMove Data Analytics Platform

Track and analyze recruiter activities across your entire company with detailed, user-specific reporting.

Company Activity Detail Report

Stay informed with daily reports on user activity, candidate sources, and hiring productivity sent automatically to your inbox

Daily Digest Email: Automated Reporting of Recruiter Activity and Key Metrics

How to organize jobs and control visibility using groups, categories, and workgroups

Understanding Job Groups, Workgroups, and Job Categories

Interview Schedule Export Summary Report to Interviewer(s)

Create a manager profile in the ATS, assign them to a client and multiple locations, and manage permissions for location assignments.

Adding a New Manager

Mass Import Managers Using XLS

Managing Multiple Approvers

Linking Managers

How to Create and Manage Reports with User-Defined Fields in BrightMove

How can I create and manage reports with user-defined fields in BrightMove?

Manager Activity Timeline View

How to grant and manage access to the Hiring Manager Workspace

A Recruiters Guide to Hiring Manager Access

The Hiring Manager Profile

Understanding Posting Errors on the Job Board Posting Tab

Track: Recruiter Path

What CSV Optimized means and why you see it in the title of some of our reports.

Defining CSV Optimized

Reports Explained

Learn how to access pre-made and custom reports in BrightMove through the My Quick Links menu.

Accessing Reports

In this section, you'll find articles that will provide general information for our reports

The Basics of Reports

Personal Activity Report

Submittal Activity History Report (CSV Optimized)

Inbound Email Parser Report

User Activity Summary Report

A guide to generating and understanding submittal reports, including history reports, status breakdowns, and CSV exports.

Submittal Reporting Overview

These reports pertain to Activites taken in BrightMove

Activity Reports

Candidate Source Report

Candidate Email Sheet (CSV Optimized)

Candidate Contact Sheet

Recruiter Productivity Report

Folder - Candidate Folder Report

Folder - Candidate Folder Avery Labels (5160)

Candidate Reports

Pending Approvals Report (WIP)

Job Board Log Report

Current Portal Postings

Job Posting Summary Report

Recruiter Claimed Jobs Report

Job Status Report

Job Report (CSV Optimized)

Job Report

Job Reports

Manager / Contact Report

Manager Contact Sheet Report

Folder - Manager Folder Report

Folder - Manager Folder Avery Labels (5160)

Manager Reports

Affirmative Action Report

EEOC Report (CSV Optimized)

EEOC Report

Equal Opportunity Employment Reports 

Build an Ad Hoc Report

Schedule an Ad Hoc Report

Ad Hoc Reports

Contract Placement Report

Perm Placements Report

Office Activity Detail Report

Time to Hire (TTH) Report

Management Reports 

Sales Future Fees Report

Recruiter Future Fees Report

Company Future Fees Report

Forecasting and Sales Reports

The Billable Hours Report will give the user a snapshot of all of the billable hours within a specified time frame.

Billable Hours Report

Time and Billing Reports

Sales Pipeline Report

Opportunity Reports

How to Review and Approve Timesheets as a Hiring Manager

Approving Timesheets

Track: Hiring Manager Path

Marketplace

Introducing IES, Insperity Employment Screening

Background Check Services

Manage Subscription

For Super Users and users with advanced permissions responsible for setting up and managing submittal workflows in BrightMove.

Configuring Submittal Workflows

Reporting configuration, compliance, integrations

Track: Admin & Super User Path

Your first step in learning how to manage invoicing, timesheets, and product catalogs.

Back Office Starter Guide

How to Structure, Track, and Bill Services in BrightMove Back Office

Catalog, Fee Realization, and Invoicing in Back Office

An overview of the Back Office module and its associated features.

Back Office | Overview

Organizing Products and Services for Efficiency, Consistency, and Scale

Benefits of the Catalog Taxonomy

How to Define and Configure Placement and Non-Placement Products in Back Office

Placement Products VS. Non-Placement Products

Configuring Which Products and Services Customers Can Be Billed For

Customer Assignments of Products & Services

Reference articles providing deeper explanations of Back Office features and configurations.

Back Office | Supporting Articles

Mass Delete Profiles

Merging Clients/Departments

Identify and merge duplicate manager profiles in BrightMove based on name and email. Merge activities, notes, submittals, and more.

Merging Duplicate Managers

Merging Duplicate Candidates

BrightMove offers a few tools help remove old or unwanted data from their accounts.

Data Quality & Clean Up

Frequently asked questions about the Analytics pack for BrightMove.

Analytics FAQ

BrightMove Analytics

An overview of the Recruiting Analytics Dashboard and how to access it.

Recruiting Analytics Dashboard

How to publish your BrightMove reports from Power BI Desktop to the Power BI Cloud.

Publishing Reports to Power BI Cloud

Everything you need to get BrightMove Analytics up and running with Power BI.

Microsoft Power BI - Getting Started

Analytics

How to setup and manage Office 365 Email & Calendar Integration

BrightSync - Office 365 Integration

Connect BrightMove with your existing systems

Integrations

A reference guide to every available dashboard pane and what it does.

User Dashboard Panes

Submittal Workflow Basics

Accidentally deleted something? Here's how to get it back.

BrightMove Recycle Bin

Learn how to update a candidate’s submittal status using the BrightFlow Kanban view, with visibility based on your company’s settings.

Changing a Candidate's Submittal Status in BrightFlow View

View Resume Action

Manage and progress candidates through the hiring process. From tracking activity to closing the hire.

Track: Shared Fundamentals

Your unified reference for navigating and customizing Power Search across all entities.

BrightMove Power Search: Getting Started

How Recruiters, Hiring Managers, and Super Users can tailor Power Search to fit their workflow.

BrightMove Power Search: UI Layout & Customization

This guide is the definitive reference for constructing advanced queries using Expert Mode in BrightMove Power Search.

BrightMove Power Search: Expert Mode Syntax Reference

Recruiters, Hiring Managers, and Super Users can leverage Power Search to quickly locate records and take bulk actions.

BrightMove Power Search: Mass Actions Guide

What is the Score in Power Search?

Searching for candidates, managers, clients, or jobs inside of BrightMove

Power Search

Overview for how to use electronic signature and offer letters

Offer Letters & Document Signing User Guide

Connect your company to DocuSign using Manage Company Credentials

Connect to DocuSign via Marketplace

How to create, store and manage your offer letter templates within the document repository

Offer Letter Templates and the Document Repository

How to create and send an offer letter for electronic signature

Creating an Offer Letter: Recruiters and Super Users

Send Signature Packet

Differences between Send to Draft (edit/review) and Send Offer Letter (send/sign) in BrightMove’s DocuSign integration for offer letters.

Send to Draft vs Send Offer Letter

Learn how to set up and use BrightMove's Document Signing functionality to send offer letters for electronic signature.

Offer Letters & Document Signing

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