What Defines a Modern Talent Management System? 10 Essential Features
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KB Articles
Getting
Started
Applicant Hiring
and Tracking
Onboarding &
Workflows
Leave
| PTO
3rd Party
Integration
Performance &
Feedback

View and Save Offer Letter Drafts in ClayHR

View and Update Sent Offer Letters in ClayHR

How to Publish Jobs to Jobberman via ClayHR

Understanding the Permission Matrix

Getting Started: Understanding the Permission Framework

How to Enable Supported Links for Deep Links in the ClayHR Android Application?

How to Configure a Custom Widget for ClayHR Home Dashboard

Candidate Status Internal Codes

AI-Assisted Candidate Assessments

Skill Assessment Agent

KnowledgeCity-ClayHR Integration

How to Download Form Responses

Inbound Email Integration

How to Embed Quiz in Learning Content?

How to Create an Award Category With a Gift Card

How to Create and Configure an Analytics Dashboard

Performance Reviews Consolidation Scores: Relative Weights by Reviewer Type

Understanding and Setting Up Performance Review Cycles

Position Approval Flow Management

Position Requisition Management

Hiring Manager Access to Open vs. Closed Positions

How to Lock and Unlock Candidate Profiles?

Consolidation Options for a Performance Review

Headquarters Managed Custom Fields

Question Bank in Test Module

How to Create an Award Category

How to Give Awards

Agentic AI

How to Process Exit Payroll?

UKG Ready-ClayHR Integration

Instructions for Uploading Financials via Spreadsheet

Email Notifications Setup

Candidate Position Match Score Generation

How to Access and Import Global Tests?

Import PTO Leave Requests

How to Setup Financial Configuration?

Birthday and Anniversary View in Calendar

Quick Launch a Performance Review for an Individual

Step By Step Launch Performance Review for an Individual

Tickets Configuration in ClayHR

Manage Interviews

Bonus Planning

How to Create a Payroll Run

How to Use Custom Tables in Forms

Add Delegate for Leave Request Approval

Bulk Assignment of Users to PTO Policies

US I-9 - Employment Eligibility Verification

Q&A| Potential Risks of Ask HR / Chatbots

Performance Potential Matrix in ClayHR

Master Benefit Templates

How to fill out a form on behalf of another user?

Tickets Module in ClayHR

How to give access to a form?

How to Create a Custom Anti-spam Inbound Policy

How to Allow ClayHR Domain in the Spam Filter for Microsoft Azure

How to Lock/Unlock Reviews

Importing the Performance Potential Matrix (9 Box/4 Box etc.)

What are Funnel Automations?

Managing App Menus

ClayHR - Oracle EBS Integration

How to Create a Skill Type?

How to Generate Tests Using GenAI?

Approval/Rejection in Forms

How to create an Offer Letter Template?

Ask HR: AI Assistant for HR Queries

How to Import Skills in a Job Profile?

How to enable Multi-factor Authentication / MFA

Drag And Extend In Roster

Purchase Orders

How to Create a Skill?

How to reset a User's Multi-factor Authentication / MFA

How to Create a Skill Category?

How to use Assessment Scales in Goals

How to use Assessment Scales in Check Ins

How to use Assessment Scales in Hiring

How to assign a benefit to a user

How to create benefits for the user

Customer Implementation Tracker

Invoices

PTO Audit History

Manage Recruitment Agencies

Objective Progress

Adding Credits for Resume Parsing

Supported Formats and Size Limits for Uploads

How to Apply a Leave Request

Creating a New Account

PTO Offboarding Checklist

How to Check and Update the Goal Status

How to Create and Configure Learning Certificates

Gartner Research Mentions of ClayHR

Company Objective Manage Permission

How to Import Skills in Perf Review (Batch)

Project Metrics and Assessment

Sync ClayHR with Odyssey

Clock In/ Clock Out from Web Application

Manual Consolidation of Check In

Worker Types

Third Party Job Board Integration

How to Create and Configure the Homepage Dashboard

How to activate an inactive user

Position Approval Flow Management

How to Lock and Unlock Candidate Profiles?

Candidate Position Match Score Generation

What are Funnel Automations?

How to use Assessment Scales in Hiring

Manage Recruitment Agencies

Difference Between Position Statuses

Manage Interviews

Managing Position Approvals

Offer Letter Management

Set up an Interview with a Candidate

How to Add Candidates from ClayHR API using Postman

Private: How to Add Candidates from ClayHR API using Postman

Instructions for Uploading Job Profiles via Spreadsheet

Importing Candidate Data

How to use Assessment Scales in Skills

How to Create an Assessment Scale

How to link an application form to a position?

Using Image as Background with CSS

Adding a Background Image on Job Board

Link Candidate Evaluation Template to a Position

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

Overview of Hiring and Onboarding

Candidate Capture Chrome Extension

Email Templates and Merge Fields

How to review form submissions from users/candidates.

Getting Started: Hiring and ATS - Applicant Tracking System

How to configure your Candidate Portal

How to Create a New Position?

How to Publish New Positions

How to Unpublish an Open Position

How to embed open positions list into your website

How to review form submissions from candidates

How to track candidates for a position

Creating Candidate's Profiles

How to assign forms to candidates

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?