:Essentials – Understanding the dashboard and other basic navigation
3 minutes | Posted 16 December, 2022

With :Essentials, you can look forward to a more streamlined recruitment process with all your talent information stored in one place, and multiple time-saving features at your fingertips. Get to know your way around your new :Essentials software and learn how to view applications, shortlist candidates, and more!


Your dashboard, at a glance, displays all the tasks and new applications relevant to you and the vacancies you are managing.

New applications

Here, you’ll see an overview of any roles that you’re currently advertising, including the number of applications for your vacancy.

In the ‘Application Count’ column, there are two numbers. The number inside the brackets indicates the number of new applications, whereas the number outside the brackets is the total number of applications you’ve received. Applications will no longer be considered “new” when you change their status.

You can click on the number of applications to see more information about your candidate pool. If you’re running a talent acquisition campaign with the support of the Scout Talent team, you’ll work with your Recruitment Marketing and Talent Engagement Specialists to manage new applications and report on the progress of your vacancy.

View new applications in :Recruit Essentials ATS


Here, you’ll see all tasks assigned to you or created by you. These are separated into Pending and Completed states.

Tasks can be created on a job, application or on a candidate card and can be assigned to yourself or another user who has access to the job, application, or candidate card in question.

Create tasks and manage recruitment with :Essentials ATS

Basic Navigation

Now, you want to start exploring everything that :Essentials has to offer. There are a couple of key tools that you’ll find useful:

Settings: You can access settings by clicking on the drop down menu that sits under your name in the top right hand corner. This tab enables you to manage your settings, change your time zone, and update your password. We recommend using at least six characters. Note: It’s important that your time zone is correct as this will affect the expiry dates of your jobs and events.

Support Centre: You can access the Support Centre through the same drop down menu as ‘Settings’. Here, you’ll find articles that can help you use :Essentials. This is a good reference point for new users!

Quick Search: This feature can be found in the top right. Quick search allow you to easily find users, jobs, applications and candidate cards.

Recently Viewed: Found on the left side of the dashboard, this menu shows you the ten pages you’ve visited most recently in :Essentials. It is a great way to track your steps and quickly toggle between them. You can collapse the ‘Recently Viewed’ menu by clicking the 3 lines in the bottom right corner.

Support Bubble: If you need technical support, you can use this tool to submit support requests to the Scout Talent team. The Support Bubble can be identified by the ‘question mark’ icon, and is located in the bottom right corner of the Dashboard

Other important pages

The below pages can be accessed through the menu on the left side of the screen.


This section is home to your active jobs in :Essentials. Find and work on your jobs more quickly by filtering jobs by status, reference, or title. When a campaign has ended, you can archive jobs to reduce clutter. You will still be able to view archived jobs and applications through the “Archived Jobs” section, or by using the Quick Search bar.


A candidate card is created for every candidate, and all of these appear in the Candidates section. A candidate card provides an overarching view of this candidate’s activity and applications throughout :Essentials. You’ll notice that candidate cards have little green and red shirt icons on them – these indicate whether a candidate has applied to your organisation before, or if it’s their first time! The green shirt indicates its their first application, and the red shirt indicates that they’ve applicate for more than one role (tracked by email address). Note: it’s not a bad thing if a candidate applies for more than one role! 


The Trash function is like a recycling bin rather than a pure “delete” function. You can always restore items back to where they came from. Note that jobs and applications in the Trash can’t be searched for via Quick Search or found anywhere else in the program. They can only be found in the Trash.