IQExchange

This article provides an overview of the main dashboard and top navigation menu. Use this guide to understand what each section does and how to access key features.

Top Navigation Menu

The top navigation menu contains dropdowns that organize the system into core functional areas.

Talents →

• My Talents – View all talent profiles connected to your account; edit or remove talents from the Actions column

• Add – Create a new talent profile

• Search My Talents – Search only among talents created by your organization

• Search – Search the broader talent network, including talents from other companies

• Saved Talents – View talents you have saved

• Bulk Import Talents – Upload a CSV of multiple talent profiles to be added at once

• Saved Searches – Quickly return to searches you've saved

• Transactions → (view and filter talent transactions by status)

  • New – Start a new transaction by selecting from eligible contact requests

  • Pending – Transaction has been initiated but is awaiting further action

  • Upcoming – Transaction is confirmed and scheduled to begin in the future

  • Active – The transaction is currently in progress

  • Completed – The transaction has ended successfully

  • Hidden – Archived transactions that are no longer visible by default

  • Pending Cancellation – Cancellation has been requested but not finalized

  • Cancelled – Transaction was cancelled before completion

  • Lapsed – Transaction expired or was abandoned without completion

• Contact Requests → (used to initiate transactions with other companies)

  • Pending – Requests you have received but have not yet responded to

  • Sent – Requests you have sent to other companies but are still awaiting their response

  • Responded To – Requests you have responded to (waiting on the other party to respond or ready to proceed with transaction)

Positions →  

• My Positions – View all positions created by your organization 

• Add – Create a new position 

• Search – Search all available positions. You can filter by industry, profession, zip code or telework, and availability dates 

• Bulk Import Positions – Upload multiple positions at once  

Billings →  

• Make a Payment – Submit a payment for your membership or transactions 

• Invoices – Preview and download past invoices 

• Membership Plan – Review your current plan, compare plan types, and update your membership level 

Reports →  

• My Most Popular Talents – See which of your talents are viewed the most  
• My Most Common Searches – View your most frequent industries or skills search
• Most Common Searches – See top professions and skills search across the IQ Exchange platform 

[Your Company Name] →  

• Account Settings – View and update company info and account details, manage users, and adjust company-wide settings
• Ratings – View your company ratings 
• Migrations→  
  • Migrate Talent – Reassign one or more talent profiles from one user to another within your company
  • Migrate Position – Reassign one or more job positions between users in your company
  • Migration Requests – View a history of submitted talent or position migrations and track their status
• Softland Talent– Sponsor a departing talent by making their profile independent for a limited time.

  ⚠ You will no longer have access and they can be contacted directly by other companies ($20/month sponsorship fee)

Dashboard

The main dashboard offers a real-time snapshot of your activity across the platform. This is the first screen you see after logging in, and it provides quick access to recent actions, alerts, billing, and more. 

Quick Navigation

At the top of the dashboard, you'll see a row of helpful buttons:

• Search Talents – Start a new search across the full talent network

• Add Talent – Quickly create a new talent profile

• Add Position – Create a new job position

• Search Positions – Browse or filter available positions

These buttons provide fast access to the most common actions without needing to navigate dropdown menus.

Tip: To return to this main dashboard at any time, click the IQX logo in the top-left corner. This functions as your "home" button across the platform.

Dashboard Tiles

• Account Activity – Displays a bar graph showing the number of talents who are:
  • Employed (YTD)
  • Currently Employed
  • Available
• Recently Viewed Talents – A running list of the talent profiles you have recently opened for easy reference
  • Click the expand icon (top-right corner) to open a full-screen view that displays up to 6 recent viewings. You can revisit that talent's profile by clicking "View"
• Notifications – Displays real-time alerts such as:
  • Talent Transactions (e.g., Begun, Signed, Ending)
  • Contact Requests Received
  • Profile Views
  • Click the expand icon (top-right corner) to view your full notification inbox, archive older messages and adjust your notification preferences
• Billing Information – Shows your current billing status, including:
  • Plan type (e.g., Standard)
  • Latest invoice date and amount
  • Link to view invoice details
  • Click the expand icon (top-right corner) to open the full invoice table and take actions like viewing or downloading past invoices
• Current Agreements – A summary box showing the number of talent transactions (agreements) by each status:
  • Active, Pending, Upcoming, Completed: Each one links to a detailed list of transactions for that status
  • These statuses correspond to talent transactions, which represent agreements between your company and others to hire or place talent.
• Talent Activity – Use this line graph to monitor workforce movement across time (90, 60, 30 days, and current):
  • Total Employed This Year
  • Current Employed
  • Available

What Happens Next  

From the dashboard, you can:

- Access recently viewed talent profiles  

- Monitor key notifications such as “Talent Transaction Signed” or “Contact Request Received”  

- Track billing and agreement statuses  

- Use the top menu to navigate directly to key actions like adding a talent or making a payment