FAQ

This folder is for more involved user questions, including dealing with common problems.

How can I let an External person see an assignment?
People with the 'External' permissions group can only see the assignments on which they are named. Adding an external person to an assignment, s...
Wed, 8 Dec, 2021 at 8:24 AM
How can I run a custom candidate word report?
These reports should be run from the assignment candidate list (this ensures that the correct assignment is referenced in the report).  From the assignment ...
Tue, 24 Mar, 2026 at 3:40 PM
How do I run a custom project Word report?
To run your reports, go to the assignment candidate list. The report will come out in the order in which the candidates are displayed, so set the sort order...
Tue, 24 Dec, 2024 at 11:05 AM
What is the compliance icon for on person profiles?
The shield shaped compliance icon (1) is a feature that allows you to deal with compliance notifications without having to change to the compliance screen. ...
Tue, 11 Mar, 2025 at 2:35 PM
Reformatting dates in spreadsheets obtained from Query Builder
You can't re-format the dates in the query builder itself, but there is a way of reformatting them quickly in Excel.     Select the column with the da...
Tue, 18 Jan, 2022 at 8:43 AM
What does a ‘Context’ do on a note?
The main link on any note is the person/project/company that the note is created on.  You can then add a context to indicate a link to another record on the...
Fri, 3 Jan, 2025 at 4:35 PM
Why don’t CVs always get parsed accurately?
We use a market-leading, best-in-class parsing service to decode the contents of CVs and enter the data into the relevant fields in Ezekia. While this ser...
Wed, 26 Mar, 2025 at 8:26 AM
Why do my custom Word reports keep repeating the same candidates?
The cause of the multiple lines for the same person is usually ‘multivalued’ items; fields where more than one value could be stored like education, pipelin...
Thu, 3 Feb, 2022 at 11:24 AM
How do I resolve a request to be removed when I cant find the person?
As you can't find them on the system, you can reply from Ezekia saying that you cannot find them and asking them for more details about their profile. ...
Tue, 8 Feb, 2022 at 9:21 AM
How can I update lots of records at once?
Administrators can use the spreadsheet import process, which will update lots of records in one go.  1.  Use query builder on the People area to get a l...
Tue, 3 Dec, 2024 at 3:47 PM