Settings, branding and helpThe problem: every small change is a ticket to a supplier

Yours to switch on, piece by piece.

One Settings area decides how TalentCore looks, what it is called to the outside world and which optional features are on. Your own administrators change it. Nobody raises a ticket with a supplier.

Talk to us See what you control

2 brandsOne for staff, one for everyone else.
50+ sectionsAll of Settings, in one place.
Off until you choosePortals and automations are switches.

Settings optional features

Company Setup
Branches
Shifts
Rate Types

Client portalExample Foods
WhatsAppAll branches
Automatic repliesOff until you decide
Single sign-onOff until you decide
IP allow-listOff until you decide

Two on, three off. Each one a decision somebody made.

What a candidate sees

Example Recruitment

Register with us Start

The same brand on

Portals
Job pages
Emails
Invoices

Screens are drawn from the real product with made-up data.

Settings and brandingThe problem: software that works its way, not yours

It behaves the way your branch works.

The software does what it is set to do. People choose the settings, and each choice sits in one place where you can find it again.

Two brandsOne inside, one outside
Every settingMore than 50 sections, one place
Optional featuresOff until you choose
BranchesMore branches, same login
TemplatesThey fill themselves in
NotificationsWhat needs you, in one list

Two brands: one inside, one outside

Set one identity for the system your staff use and another for everything clients and workers see: the registration form, the portals, job pages, emails and invoices. Each has its own logo, colours and contact details.

Candidates see your brand, consistently.
Run more than one trading name from one platform, or keep an internal product name out of public view.

Branding Centre two profiles

Internal

Name: Example Desk
Colour: Orange
Seen by: Your staff
Contact: IT help desk

Example DeskDashboardWorkers

External

Name: Example Recruitment
Colour: Blue
Seen by: Clients and workers
Contact: The branch

Job page

Invoice

Everything configurable, in one place

Settings is organised into sections: company details, branches, shifts, rate types, skills and skill requirements, compliance rules and alerts, invoicing, email and text, templates, document signing, the job board, portals, notifications and each integration.

More than 50 settings sections.
Configured by your own administrators, not by a change request.

Company Setup
Branches
Shifts
Rate Types
Skills / Job Category
Compliance
Compliance Alerts
Invoicing
Email & SMS Templates
Document Signing
Job Board
Notifications
WhatsApp
Single Sign-On
and more than 35 others

Optional by design

Portal features and automations are switches, off until you choose. Client portal features are enabled client by client. WhatsApp, automatic replies, single sign-on and the IP allow-list are each a deliberate switch. Nothing messages a candidate unless somebody decided it should.

Adopt at your own pace.
People decide where automation applies.

What a client portal can show

Example Foods

Client portal features

Portal accessTheir own bookings, workers and invoices
Booking RequestsRequests join a queue for your team
Timesheet ApprovalOff for this clientSwitched on by Jo M. today
ReportsOff by default

Example Foods can now approve hours online. Other clients are unchanged.

More branches, same login

Branches carry their own details and people. Users move between the branches they have access to from the top bar.

Cover a second branch without a second login.
Grow from one office to many on the same system.

How branches are kept apart

Shifts this week212148in this branch

Need cover31in this branch

Workers212176in this branch

KD
Kay D.Thu 06:00, Depot 1
Confirmed
RK
Raj K.Thu 06:00, Depot 2
Confirmed

NW
Nia W.Thu 22:00, Store support
Confirmed
MO
Mo O.Fri 07:00, Yard
Awaiting client

Templates that fill themselves in

Email templates are edited as they will look, and text templates sit in a library beside them. Merge fields drop in names, dates and booking details, so the message is right for each person without anyone retyping it.

Consistent messages in two clicks.
On-brand and accurate, from every desk.

Template: booking confirmation

Hi {first name},

You are booked for {date} at {start time}, {site}.

Text templates

Shift reminder
SMS
Timesheet reminder
SMS

EExample Recruitment16:02To: Kay D.

Your booking is confirmed

Hi Kay,

You are booked for Thu 12 Nov at 06:00, Depot 1.

What needs you, in one list

A notification centre in the top bar gathers what needs you, with filters. Consultants can also receive a morning digest by email for their branches.

Start the day with a list.
Important events are not missed.

Notifications 3 new

Timesheet queryMo O., 13 hours on Thursday
Query
Licence expires FridayDev C., Class 2
3 days
Booking requestExample Foods, 2 pickers
New
Timesheets inSample Retail, week ending 15 Nov
Ready

TTalentCore07:00To: Sam, recruiter

Your morning digest: North branch

42 shifts today, 39 confirmed
3 need cover at Depot 2
13 timesheets to chase

Help, knowledge base and onboardingThe problem: new starters learn the system by asking around

Help where the work happens.

A new starter should be useful in their first week. The guidance is on the page they are looking at, and Mira knows where everything lives.

Knowledge baseGuides people search
Day oneA welcome, then a tour
Ask MiraWhere something is
Help on the pageIt knows where you are
Set-up trackerFor administrators
Release notesWritten for users
Feature listInside the product

A knowledge base people actually search

Plain-English guides to every part of the system, in ten categories, from Getting Started to Integrations, with step-by-step instructions, related articles and previous and next links. Articles about a restricted feature are visible only to people who hold that permission.

10 categories, one for each part of the desk.
Answer your own question in a minute.

Knowledge Base

Search the guidesno-show

Mark a worker as a no-showBookings · 4 steps
Guide
Fill a shift with MiraBookings · 6 steps
Guide
How reliability scores workWorkers · explained
Guide
Run and approve payrollShown only to people with that permission
Hidden

Shown round on day one

A first sign-in journey collects the essentials: their details, the agreements to sign and two-factor set-up. A longer tour then walks through each area in the order the work happens, and checks understanding with quick questions. Areas a person's role never uses are left out. Every branch gets the same induction, whoever is in that morning.

An 8-step welcome journey.
A tour of up to 13 steps, with knowledge checks.

Your tour of TalentCore Bookings

6 of 13

Step 6 of 13

Start every booking here. The agreed rates for the site and role fill themselves in.

Quick check. Where do the pay and charge rates on a booking come from?

The rates agreed for that site and role
You type them in each time

Ask Mira where something is

Mira reads the same feature catalogue and navigation map the product uses. Ask in plain English and she tells you where a feature lives, and whether you have access to it. People find and use more of what you are paying for.

Everything Mira can do

MiraTalentCore's AI

Where do I change the wording on booking confirmations?

That is in Settings, under Email & SMS Templates.

Settings › Email & SMS Templates

You do not have access to Settings. You can request it from that page and an administrator will decide.

Help that knows the page

The question mark on each page opens a panel explaining that page, with links to the relevant guides. Complex fields have tooltips, and empty pages say what they are for and how to start.

Help without leaving what you are doing.
New starters become productive faster.

Timesheets week ending 15 Nov

Kay D.Counterbalance, 40 hours
Approved
Raj K.Picker, days, 42 hours
To approve
Mo O.Class 2 driver, 54 hours
Query

Help: Timesheets

What this page is for, and how to start

2 related guidesOpen

A set-up tracker

For administrators, a getting started checklist lists the configuration steps in order and shows progress as a percentage.

A clear path from an empty system to a live one.

Getting started for administrators

60%

Company details
Done
Branches
Done
Rate types
Done
Email connection
To do
Invite your team
To do

Release notes, written for users

Each month's release is written up in the knowledge base as a "what's new" article, with a separate edition for administrators.

Each change links to its full guide.
Know what changed and why it helps you.

What's new November

For users6 changes

Guide

For administrators3 changes

Guide

The full feature list, inside the product

A Features page lists everything the platform does by category, filtered to what the signed-in person may see, and exports as a PDF.

More than 300 catalogued features in 17 categories.
Discover tools you did not know you had.

Features 17 categories

Export as PDF

Core CRM
Recruitment
Operations
Finance
Communication
Portals
Integrations
HR Hero
and 9 others

Showing what you may see.

Why it matters

The software is ready. You decide how much of it to use.

For recruiters and for leaders

For recruiters

No surprises, and help on the page.

Nothing messages a candidate unless somebody chose that.
Candidates see your brand, consistently.
Ask in plain English instead of hunting through menus.

TalentCore for recruiters

For business leaders

Adopt at your own pace.

Configuration by your own administrators, not a change request to a supplier.
More than one trading name, and many branches, on one platform.
Lower training cost, and the same induction in every branch.

TalentCore for business leaders

The specifics

How much there is to set.

8 facts

The counts come from the product, not from a brochure.

2: Independent brand profiles: one internal, one external.
50and more: Sections in Settings, from company details to each integration.
10: Knowledge base categories, from Getting Started to Integrations.
8 + 13: Steps in the welcome journey, then up to 13 in the onboarding tour.
300and more: Catalogued features in 17 categories on the Features page.
Client by client: How client portal features are switched on.
By permission: Guides to a restricted feature are shown only to people who can use it.
Two editions: Of each month's release notes: users, and administrators.

How it connects

Settings reach every part of the desk.

6 links

Tell us what you would switch on first.

Send us a line and a person who knows recruitment will answer it. Start with one branch and one feature if that is what suits you.

Talk to us info@talentcorecrm.com