Track: Admin & Super User Path
Reporting configuration, compliance, integrations
20 articles
Marketplace
Background Check ServicesIntroducing IES, Insperity Employment Screening
Manage Subscription
Configuring Submittal WorkflowsFor Super Users and users with advanced permissions responsible for setting up and managing submittal workflows in BrightMove.
Back Office | Overview
An overview of the Back Office module and its associated features.
Back Office Starter GuideYour first step in learning how to manage invoicing, timesheets, and product catalogs.
Catalog, Fee Realization, and Invoicing in Back OfficeHow to Structure, Track, and Bill Services in BrightMove Back Office
Back Office | Supporting Articles
Reference articles providing deeper explanations of Back Office features and configurations.
Benefits of the Catalog TaxonomyOrganizing Products and Services for Efficiency, Consistency, and Scale
Placement Products VS. Non-Placement ProductsHow to Define and Configure Placement and Non-Placement Products in Back Office
Customer Assignments of Products & ServicesConfiguring Which Products and Services Customers Can Be Billed For
Data Quality & Clean Up
BrightMove offers a few tools help remove old or unwanted data from their accounts.
Mass Delete Profiles
Merging Clients/Departments
Merging Duplicate ManagersIdentify and merge duplicate manager profiles in BrightMove based on name and email. Merge activities, notes, submittals, and more.
Merging Duplicate Candidates
Analytics FAQFrequently asked questions about the Analytics pack for BrightMove.
BrightMove Analytics
Recruiter AnalyticsGet a full picture of your recruiting performance with the Recruiting Analytics Dashboard.
Recruiting Analytics DashboardAn overview of the Recruiting Analytics Dashboard and how to access it.
Publishing Reports to Power BI CloudHow to publish your BrightMove reports from Power BI Desktop to the Power BI Cloud.
Microsoft Power BI - Getting StartedEverything you need to get BrightMove Analytics up and running with Power BI.
Integrations
Connect BrightMove with your existing systems
BrightSync - Office 365 IntegrationHow to setup and manage Office 365 Email & Calendar Integration