Ezekia Functionality Overview

1. Project Functionality

Ezekia supports three types of projects: Assignments, Opportunities and Lists.

Each project type shares core functionality but can have its own individual customisable pipeline tags, dashboards, reports, statuses and fields.

Example Use Cases:

Assignments - For searches, including defined deliverables and tracked candidate progression
Opportunities - Used for speculative pitches, client development, or to track potential future work
Lists - For business development, events lists, marketing campaigns and strategic talent mapping/talent pools

2. Dashboards and Data Entry

Dashboards

Assignments, Opportunities and Lists management
People
Companies

People Dashboard

Entering/Adding People Records:

Manual entry
Import CV directly or via Outlook extension
Import from LinkedIn Chrome extension
Optional free connection to 'Not Actively Looking' database of 90k candidates
Off-limits flags for people or companies - include time limits and notes
Forms:
- Fully customisable for external use or internal use
- These get filled in by contacts and candidates and re-attached automatically in the forms area and subsequent tag/status change
Record filtering by various fields
Person tags (codes for people)
Attachments

Researcher Notes:

Time and date stamped
Voice transcripts
Can be associated to people, companies, or assignments
Optional tags (codes) and record contexts

Customisable Fields:

Various data types - Free text, Star Rating, Ranking, Toggle, Chart, Date, Dropdown, Multi-select, Category, Date selector, Line, Link, Number, Paragraph, Slider and Toggle button
Pick which section they appear in the record
All these fields can be included on custom reports
Can be targeted so they relate to a company or project only

Company Dashboard

Entering/Adding Company Records:

Manual entry
Import from LinkedIn Chrome extension
Off-limits flags for people or companies - include time limits and notes
Record filtering by various fields
Company status - can be user-defined
Current or past employee status
Attachments
Researcher Notes
- Time and date stamped
- Voice transcripts
- Can be associated to people, companies, or assignments
- Optional tags (codes) and record contexts

Relationships and Organisational Charts:

Relate any record to any other
Relationship type descriptions are fully customisable
Visual representation of all relationship structures
Org charts (hierarchical view of company or candidate structures)

3. AI

When OpenAI integration is enabled, AI is available across the Ezekia platform and is available in every free-text field including custom fields.
AI Sidekick: Ezekia’s AI Sidekick enables instant, contextual analysis of whatever you’re viewing, candidates, clients, or assignments. Ask natural-language questions and receive concise answers directly on-screen without leaving the record. Sidekick interprets the context, surfaces insights, and connects related data points to help you act faster and more confidently.
Query builder integration: Users can query data using plain language, whether structured or conversational
Job spec matching: Paste a job spec or upload a Word doc to receive suggested candidates using AI-powered matching
Candidate and note summarisation: Summarise longform notes, highlight key themes, or generate insights with one click
Generate/enrich companies: One click fill of company records
AI CV parsing: Allow the system to interpret resumes
“People like this” suggestions: Find similar candidate profiles based on an existing person’s attributes, making it easier to build lists or expand a talent pool

4. Working With Data

Search:

Multiple search parameters such as role, location, industry, salary, tags (codes) and more
Search by must have, important and does not include
Free text search
Search both locally maintained and self-managed profiles
Further filtering is possible after the initial search
A simple mechanism to bring selected candidates into a project
Prompt and file options are also available
- E.g. copy and paste a job specification into the prompt or upload a Word document to the file, to then have the machine learning algorithm provide a list of suitable candidates based on this data

Record Filtering:

Tags - almost all tags can be user-defined
Pipeline tags (what stage in the project the person is at). Choose which tags are applicable to which project type (Assignments, Opportunities or Lists)
Person tags (codes for people)
Project status
Note tags (codes for notes)
Meeting and task tags (codes for meetings and tasks)

Attachments:

Various file types can be added to all record types at no extra cost

Customisable Fields:

Various data types - Free text, Rating, Ranking, Toggle, Chart, Date, Dropdown, Multi-select, Category, Date selector, Line, Link, Number, Paragraph, Slider, and Toggle button
Pick which section they appear in the record
All these fields can be included on custom reports

Forms:

Fully customisable for external use or internal use
These get filled in by contacts or candidates and re-attached automatically in the forms area and subsequently can trigger a tag/status change

5. Project and Candidate Progression

General Dashboard Functionality:

Sorting
- Multiple predefined sort orders are available
- Group by pipeline tag (stage candidate is at in the process)
- Manual orderings/ranking available

View Options: Dashboards support multiple customisable display views
- The Grid View shows records with rich detail across multiple fields
- The Line View provides a cleaner two-line layout per record
- The Compact Line View allows you to see significantly more rows on a single screen - ideal for quickly scanning larger datasets or lists

Task and Meeting Management:

Tasks and meetings can be assigned to most record types
Central control of tasks and meetings
Additional calendar view of tasks and meetings
Customisable filters by task type, date etc
Integrated with Microsoft Outlook

6. Client Interaction

Client Portal:

Updated real-time
Control access (both who can access and when access is available)
Extreme flexibility to show just the candidates and information required
Hide/show selected information on all candidates or just specific candidates
White labelled or fully branded to your own specifications
The client can add feedback notes to candidates

Query Builder:

User-defined reports over almost all areas of the system
Highly flexible query tool
Design the output
Download to Excel
Schedule/repeat option
Share with other users

KPI Dashboard:

Graphic representations of multiple queries

Custom Word, Excel, PowerPoint and PDF Reports:

High-quality Microsoft Word-based reports based on a template
Single candidate reports including branded CV’s and resumes
Assignment/candidate reports
Available for most system areas
Internal performance reports
Single/Multiple candidate presentations
Assignment/candidate presentations

Billing:

Record potential, actual, and invoiced revenue across projects
Supports multi-currency input with automatic conversion to base currency
Optional fee splits to allocate revenue across team members
Available on Assignments, Opportunities, and Lists (access can be restricted)
Four billing sections:
- Revenues - Track expected or confirmed revenue, with probability weighting
- Invoices - Fully itemised and customisable; invoices can be tagged, sent in stages, and emailed directly from Ezekia using templates
- Fixed Fees - Record non-split items like expenses or overheads
- Contact - Define recipient details required for invoice sending
Fully reportable via Query Builder
Admin controls for invoice templates, fee split rules, numbering, and permissions

7. Automation and Integrations

Microsoft Outlook Integration:

Automatically integrates Ezekia data with Outlook
Emails
Meetings
Contacts
Email syncing
Emailing from Ezekia
Mass mailing (up to 100 recipients)
Email templates with placeholder keys (automatically insert recipient name)

Zapier and Integrately Integration:

Allows user-defined integration (with over 7000 apps) and automation triggers within Ezekia itself

API Availability:

Large selection of APIs allow the control of most record types in Ezekia
Allows a website to be developed with ability to record candidate registration forms on the client firm’s own website

Built-In Integrations:

Boardex
Carv
Findex
Hirelogic
Metaview
OpenAI
Quil
Sourcewhale
SSO solutions
HelloSky

8. System and Admin Tools

Compliance Management:

Prompting and handling of GDPR notifications
Prompting and handling of GDPR renewal notifications
Right to be forgotten
Data access requests
Customisable notification emails
Due diligence check list with customised search terms

Permissions Management:

Use standard or bespoke permissions settings
Allow or block user access as required
Office (user) groups
Allow access for teams
Allow profit centre by team
Regional groups

Duplicate Cleansing and Data Cleansing:

Possible duplicates flagged for a simple merging process
Multiple record types flagged
Manual merge process available
Ability to identify and process records with incomplete data
Bulk processing of duplications (by request)

Incomplete Data Augmentation Using Machine Learning:

Supplements incomplete data based on values used by similar candidates
Predicted email

Dynamic Currency Conversion:

Available throughout the platform and in reports

9. Import, Export and Platform Info

Data Import:

Via a CSV or Excel file for basic person and project details
Migration service available by request
From integrated services

Data Export:

Allows the firm to export all data in the event of changing providers (by request)
Data can be extracted using query builder if a traditional spreadsheet format is preferred
To integrated services

Browser Based:

Device agnostic - can be used on PC, Mac, Android, iPhone, Tablet, iPad
Works with any modern browser
Resizes/reformats conveniently for smaller displays and phone browsers

10. Training and Support

Free user training
Tutorial videos
FAQ page access

Project Functionality

Dashboards and Data Entry

Working With Data

Project and Candidate Progression

Client Interaction

Automation and Integrations

System and Admin Tools

Import, Export and Platform Info

Training and Support