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KB Articles
Getting
Started
Applicant Hiring
and Tracking
Onboarding &
Workflows
Leave
| PTO
3rd Party
Integration
Performance &
Feedback

Instructions for Uploading User Details via Spreadsheet

Setting System Preferences

How to review form submissions from users/candidates.

How to add a company logo?

How to Create a New Position?

Indeed-ClayHR Integration

Manually create multiple users at once

FreshBooks-ClayHR Integration

How to assign forms to candidates

ClayHR- ZipRecruiter Integration

Manually create an employee record (also called a user record)

How to track candidates for a position

Google Calendar Integration

Integrations Overview

How to review form submissions from candidates

Creating Candidate's Profiles

How to embed open positions list into your website

How to Publish New Positions

How to Manage Non Paid Leaves

Leave Policy Details - Configuration Options

Leaves/PTO Balance Calculation

Assign a workflow to a user or candidate

How to configure your Candidate Portal

Creating New Users in ClayHR

Sample of Onboarding Workflows

How to create Dynamic Forms in ClayHR

How to interact with ClayHR APIs

Where do i find my submitted self reviews?

How to access ‘Open(Public)’ forms or surveys

How to Unpublish an Open Position

Recent Changes

ADP-ClayHR Integration

Managing User Groups

ClayHR's Support Options

How to change color scheme

How to Deactivate a User Record

Can I Delete a Project?

Where can I view/download quotes or paid invoices?

ClayHR Implementation

How to invite an Employee to use ClayHR

Where do I find my submitted assigned reviews for other users as a reviewer?

Manage User Group Permissions

Considerations on Performance Review Templates & How to create?

Can I delete an employee record?

PTO Request and Approval Notifications

Check-ins: A new philosophy for performance reviews

How to order custom fields

Setting Up User Roles in ClayHR

Basics and Criteria for Implementation Partners

Email Templates and Merge Fields

Difference between "Job Profile" | "User Role" | "User Group"

Defining Self Sign Up Options

Hiding Selected Sections from the Employee Record page

Managing Job Profiles

Complete or Edit a User's Detail Page

How to upgrade your trial account to full paid account

Assigning Roles to Users

Zapier-ClayHR Integrations

How to Deactivate a Project

How to assign Profile to Users

Basics Requirements For Android App

How to group Custom Fields in sections

New features in highly utilized Learning Module

ClayHR | JIRA Integration

Set up Notifications

QuickBooks Online - ClayHR Integration

Import Goals through an Excel file

PTO Policy Graduation

Leave Type Details - Configuration Options

Import a list of Skills through an Excel/CSV file

Multiple Time Cards

Compensation Overview

SSO Login via Azure Active Directory

Using Image as Background with CSS

Check-In for Performance Feedback

How to create an Offboarding Workflow

6 Questions to ask yourself when designing your Performance Review Process

Candidate Capture Chrome Extension

Birthday Email Notification

Career Plan section in User Profile

Overview of Hiring and Onboarding

How to Use Parameters in Workflows

How to Set Up the ClayHR Job Board Plugin on Your WordPress Website

Link Candidate Evaluation Template to a Position

What are Candidate Funnels?

Adding a Background Image on Job Board

Agenda Customization in Check-Ins

Zoom - ClayHR integration

How to launch a check In for an Individual User

How to Create an Assessment Scale

Bulk Updates on Performance Reviews

Get started with assessment scales created and used in ClayHR

How to use Inspect console?

How to use Field Change in Workflows

How to Create the Application Client ID and Client Secret from Microsoft Azure New Portal?

How to create a survey

Enable Okta for SSO

How to update skill level

Setting up sender’s name in email notifications

How to link an application form to a position?

How to review form submissions from users/candidates.

How to Create a New Position?

How to assign forms to candidates

How to track candidates for a position

How to review form submissions from candidates

Creating Candidate's Profiles

How to embed open positions list into your website

How to Publish New Positions

How to configure your Candidate Portal

How to Unpublish an Open Position

Email Templates and Merge Fields

Using Image as Background with CSS

Candidate Capture Chrome Extension

Overview of Hiring and Onboarding

How to Set Up the ClayHR Job Board Plugin on Your WordPress Website

Link Candidate Evaluation Template to a Position

Adding a Background Image on Job Board

How to Create an Assessment Scale

How to link an application form to a position?

How to use Assessment Scales in Skills

Importing Candidate Data

Instructions for Uploading Job Profiles via Spreadsheet

Private: How to Add Candidates from ClayHR API using Postman

Managing Position Approvals

Set up an Interview with a Candidate

How to Add Candidates from ClayHR API using Postman

Offer Letter Management

Manage Interviews

Difference Between Position Statuses

Manage Recruitment Agencies

How to use Assessment Scales in Hiring

What are Funnel Automations?

Candidate Position Match Score Generation

How to Lock and Unlock Candidate Profiles?

Position Approval Flow Management

Getting Started: Hiring and ATS - Applicant Tracking System

ClayHR - Oracle EBS Integration

Sync ClayHR with Odyssey

ClayHR Kiosk Application Setup

Sync ClayHR with CareerJunction

Sync ClayHR with Naukri

Checkr Background Screening Statuses

Biometric Integration with ClayHR

Sync data between Sage 300 People and ClayHR

ClayHR-SEEK Integration

How to use ClayHR API Documentation

ClayHR – CompuFACT Integration

Linking Staffology with ClayHR

Set up Azure Application for Microsoft Calendar Integration

Linking JIRA with ClayHR

Integrate ClayHR Learnings with LinkedIn Learning

Integrate Slack with ClayHR

Microsoft Teams – ClayHR Integration

G Suite – ClayHR Integration

Google Workspace (G Suite) – ClayHR Integration

How to Add Candidates from ClayHR API using Postman

Cosec/Matrix-ClayHR Integration

LinkedIn-ClayHR Integration

How to Interact with ClayHR API using Postman

How to get Goals List from ClayHR API using Postman

How to get Skills List from ClayHR API using Postman

How to get Active Users List from ClayHR API using Postman

Private: How to Add Candidates from ClayHR API using Postman

How to Get Active Users list from ClayHR API using cURL in Git Bash

JIRA-ClayHR Integration

SalesForce-ClayHR Integration

Harvest-ClayHR Integration

Wonscore-ClayHR Integration

Insightly-ClayHR Integration

Slack Chat-ClayHR Integration

MailChimp – ClayHR Integration

Integration with QuickBooks Desktop (Premier/Enterprise)

Stripe-ClayHR Integration

LDAP-ClayHR Integration

Paychex-ClayHR Integration

Setup Google Analytics in Job Board

User Retrieve

Debugging Azure AD and ClayHR Login Issues

Integración Indeed - ClayHR

ClayHR - ZipRecruiter Integración

TalentLMS and ClayHR

Enable Okta for SSO

Connect Microsoft Calendar with ClayHR

How to Create the Application Client ID and Client Secret from Microsoft Azure New Portal?

Who can login to ClayHR using SSO?

Zoom - ClayHR integration

How to Set Up the ClayHR Job Board Plugin on Your WordPress Website

ClayHR | JIRA Integration

Zapier-ClayHR Integrations

SSO Login via Azure Active Directory

QuickBooks Online - ClayHR Integration

How to interact with ClayHR APIs

Integrations Overview

FreshBooks-ClayHR Integration

ADP-ClayHR Integration

Indeed-ClayHR Integration

Google Calendar Integration

ClayHR- ZipRecruiter Integration

Skill Assessment Agent

Performance Reviews Consolidation Scores: Relative Weights by Reviewer Type

Understanding and Setting Up Performance Review Cycles

Consolidation Options for a Performance Review

How to use Assessment Scales in Goals

How to use Assessment Scales in Check Ins

How to use Assessment Scales in Hiring

Objective Progress

Manual Consolidation of Check In

How to Import Goals in Perf Review (Batch)

How to Post ClayHR Feedback to Microsoft Teams

Goal Predictive Index

Launching Performance Reviews and Check-Ins through User Workflows

Goals – “Notifications” and “Navigations”

Creating, Tracking, Assigning Goals and more!

Assessment Options in Performance Reviews

Want to post feedback to your wall automatically?

Want to receive notifications only when goal is completed?

Setup of Custom Badges and how to use them in Feedbacks

Setting up Signatures in Performance Reviews

Objective submission and approval system

Assessment Templates Visualization

Personalize Performance Reviews beyond Templates (Admin)

Import an existing Performance Review Template from ClayHR’s Global Library

Start a Single Performance Review

Assign reviewer(s) to a Performance Review

How to complete a Performance Review Assignment

Consolidate Performance Reviews from different Reviewers into Results (Admins)

Giving and sharing Instant Feedback and More!

One Performance Review, Different Templates for Multiple Types of Reviewers

How to get Goals List from ClayHR API using Postman

Discover How Assessment Scales are Created and Used in ClayHR

How to use Assessment Scales in Performance Reviews

How to Create an Assessment Scale

Get started with assessment scales created and used in ClayHR

When to launch Performance Reviews in Batch & How to

How to launch a check In for an Individual User

Agenda Customization in Check-Ins

Check-In for Performance Feedback

Import Goals through an Excel file

Bulk Updates on Performance Reviews

Check-ins: A new philosophy for performance reviews

Considerations on Performance Review Templates & How to create?

Where do i find my submitted self reviews?

Where do I find my submitted assigned reviews for other users as a reviewer?