| Active site |
The site you're working in, chosen with Select site in the sidebar. New records default to it |
| Alert |
A note marked important; counted in the client's Alerts tile |
| Applicant |
A person in the job portal who can apply for postings. Often also a client |
| Application |
An applicant's application to one posting; moves through stages |
| Archive |
Hide something from new use while keeping its history (definitions, form fields, roles, forms) |
| Audit log |
The record of every change, denial and failure |
| Case |
A unit of work for one client, with status, priority, staff, notes and history |
| Client |
A person your organisation serves |
| Code |
The stable identifier of a definition value, used by imports and integrations (job_search) |
| Conversion |
Turning a confirmed public submission into real records |
| Definition / definition set |
A configurable dropdown value / the list it belongs to (for example Client statuses) |
| Duplicates (import) |
Whether a re-imported row creates a new record or updates the matching one |
| Employer |
A partner organisation that hires clients |
| Field key |
The stable identifier of a form field, generated from its label |
| Follow-up |
A to-do with a due date, linked to a client and optionally a case |
| Form |
A custom questionnaire built in the form builder |
| Import template |
A saved CSV column mapping |
| Interaction |
A logged contact (call, email, meeting) with a client or employer |
| License |
A module your organisation is entitled to use (Job Postings, Scheduling…) |
| Lookup (import) |
A CSV column that identifies an existing record or definition |
| NAICS |
North American Industry Classification System 2022: employer industries |
| NOC |
National Occupational Classification 2021: occupations, for client interests and postings |
| Overseer |
The platform superadmin console |
| Person |
The shared identity record (name, contact) behind a client, staff member or applicant |
| Placement |
An application at the Placed stage |
| Public portal |
The unauthenticated job and events boards |
| Public submission |
An application or registration from the public portal, awaiting review |
| Resource |
Something bookable: a room, lab or equipment; also each staff member's calendar |
| Site |
An office or location of the organisation |
| Slug / Tenant ID |
The organisation's short identifier, used at sign-in and in portal URLs (acme) |
| Stage |
Where an application is in the hiring process |
| Starter report |
A built-in read-only report; duplicate it to customise |
| Superadmin |
A platform operator who uses Overseer |
| Tenant |
One organisation on the Orbit platform, with its own isolated data |
| Two-step verification (MFA) |
A sign-in code emailed to you, in addition to your password |
| Worker |
The background process for reminders, schedules, queued imports and cleanup |