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Enterprise Videos

A collection of Enterprise training videos covering setup, structure, classifications, templates, communications, and reporting. Designed to help you manage your organization efficiently and ensure consistency across all sub-accounts.

Updated today

Overview

This collection of Enterprise training videos provides a comprehensive overview of how to effectively set up, manage, and scale your organization using Enterprise functionality. From initial configuration and branding to classifications, templates, communications, and reporting, each video is designed to guide you through key concepts and best practices.

Whether you are just getting started or looking to refine your existing setup, these resources will help ensure consistency across your organization while supporting efficient administration and a seamless experience for your users.

📌 Tip for administrators: Use the Table of Contents on the right to quickly jump to the video section you need.

Please note:

The majority of these videos feature our previous branding; however, the steps and functionality remain the same. If you need any additional guidance, please reach out to our support team.

Enterprise Videos (This is a playlist that includes the 23 videos below)

  1. Introduction to the Enterprise
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  2. Admin Considerations for an Enterprise
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  3. Branding Considerations as an Enterprise
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  4. Custom Fields and Qualifications - Standardization Considerations as an

    Enterprise
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  5. Creating General Interest Templates as Part of an Enterprise
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  6. Recruitment Strategies as an Enterprise
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  7. Classifications and How They Are Used as an Enterprise
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  8. Getting Your Sub-Accounts to Appear as an Enterprise
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  9. Making Your Search Page Work for You as an Enterprise
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  10. Classifications Applied in an Enterprise (General Interests)
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  11. Communication Considerations as an Enterprise
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  12. Communications – Determining the Presence of the Enterprise
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  13. Moving Users Across Your Organization
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  14. Classifications Applied in an Enterprise (Activities)
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  15. Creating Activity Templates as Part of an Enterprise
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  16. Using Activity Templates as Part of an Enterprise
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  17. Creating Shift Templates as Part of an Enterprise
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  18. Planning for Reporting
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  19. Creating & Using an eLearning Module as an Enterprise
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  20. Introduction to Enterprise Reporting
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  21. Enterprise – Management
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  22. Enterprise – Monitoring Accounts
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  23. Enterprise – Reporting

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