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Ezekia Functionality

Dashboards
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  • Assignment, Opportunity and List management

  • People

  • Companies

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General Dashboard Functionality
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  • Sorting

  • Multiple predefined sort orders are available

  • Group by pipeline tag (stage candidate is at in the process)

  • Manual orderings/ranking available

  • Record Filtering

  • Tags – almost all tags can be user-defined

    • Pipeline tags (what stage the project is at). Choose which tags are applicable to which project type (Assignment, Opportunity or List)

    • Person tags (codes for people)

    • Project status

    • Note tags (codes for notes)

    • Meeting & Task tags (codes for meetings and tasks)

  • Attachments

  • Researcher Notes

    • Time & date stamped

    • Voice Transcripts

    • Can be associated to people, companies, or assignments

    • Optional tags (codes) and record contexts (i.e. linking it to other things in the database)

  • Customisable fields

    • Various data types – free text, rating, ranking, toggle, chart, date, dropdown, multi-select

  • Search

    • Multiple search parameters such as role, location, industry, salary, location, 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

 

People dashboard
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  • Entering/Adding people records

    • Manual entry

    • Import CV directly or via Outlook extension

    • Import from LinkedIn Chrome extension

    • Billing: Revenue, Invoicing, Fee Splits

    • Optional connection to ‘Not Actively Looking’

  • 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

  • Record filtering by various fields

  • Person Tags (codes) – user-defined

  • Attachments

  • Researcher Notes

    • Time & date stamped

    • Voice Transcripts

    • Can be associated to people, companies, or assignments

    • Optional tags (codes) and record contexts (i.e. linking it to other things in the database)

  • Customisable fields

    • Various data types – free text, rating, ranking, toggle, chart, date, dropdown, multi-select

 

Company Dashboard
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  • 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 & date stamped

    • Voice Transcripts

    • Can be associated to people, companies, or assignments

    • Optional tags (codes) and record contexts (i.e. linking it to other things in the database)

  • Customisable fields

    • Various data types – free text, rating, ranking, toggle, chart, date, dropdown, multi-select

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Integrations
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  • MS Outlook Integration automatically integrates Ezekia data with Outlook

    • Emails

    • Meetings

    • Contacts

  • Zapier & Integrately Integration

    • allows user-defined integration and automation

  • 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 customer firms own website

  • Built-in integrations

    • Boardex

    • Carv

    • Findex

    • Hirelogic

    • Metaview

    • OpenAI

    • Quil

    • Sourcewhale

    • SSO Solutions

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Reports - these all include the ability to report on custom fields
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  • 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 Reports – high-quality MS Word-based reports based on a template

    • Single candidate reports

    • Assignment/candidate reports

  • Custom Excel reports

    • Available for most system areas

    • Internal performance reports

  • Custom PowerPoint reports

    • Single candidate presentations​

    • Assignment/candidate presentations

  • Predefined

    • For assignments (Excel and PDF)

    • Candidates (PDF)

    • Client portal reports (PDF)

 

Client Portal
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  • 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

  • The client can add feedback notes to candidates

 

Task & Meeting management
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  • Tasks & Meetings can be assigned to most record types

  • Central control of Tasks & Meetings

  • Additional calendar view of tasks and meetings

  • Customisable filters by task type, date, etc

  • Integrated with MS Outlook

 

Compliance management
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  • 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

 

Relationships
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  • Relate any record to any other

  • Relationship types customisable

 

Duplicate cleansing and data cleansing
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  • 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
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  • Supplements incomplete data based on values used by similar candidates

  • Predicted email

 

Permissions Management
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  • 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

 

Dynamic currency conversion

 

  • Available throughout the platform and in reports

 
Data export
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  • 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

 

Data Import
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  • Via a CSV or Excel file for basic person and project details

  • Migration service available by request

 

Browser based
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  • Device agnostic – PC, Mac, Phone, Tablet

  • Works with any modern browser

  • Resizes/reformats conveniently for smaller displays and phone browsers

 

Training/Support
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  • Free user training

  • Tutorial videos

  • Online user manual

  • FAQ page access

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