Supported Invenias updates

Kaiya supports almost 200 functions in Invenias, across people, companies, assignments and programmes. These cover the full lifecycle of work at your firm.

You retain control of candidate assessment scores and other decisions that need your professional judgement. Kaiya does not enter these scores in Invenias.

The next Kaiya release will add support for many other actions, including adding documents.

Requires Invenias

Your firm must connect Kaiya to Invenias and enable updates to use these actions.

Check a specific change below, or follow Let Kaiya manage an assignment for examples.

Kaiya prepares a plan before changing Invenias. Review and approve the updates before Kaiya makes those changes.

Add, change or remove categories

Ask Kaiya to apply your firm's existing categories to people, companies, assignments or programmes. Kaiya can replace or remove categories too.

Your firm may use categories for industry, function, language or location. Kaiya checks the choices your firm uses for each record type.

Use our existing industry and function categories to categorise the candidates on the Acme Robotics assignment.

Check the categories on Roadrunner Logistics. Remove any that no longer describe the company and add the relevant ones from our existing list.

Kaiya includes these changes in the update plan for your approval. To create or rename a category option, ask your firm's Invenias administrator.

See categories for people, companies, assignments or programmes.

Read the support status

• Supported: Kaiya can make the change. Check the notes for requirements, such as an existing field option or an image format.
• Limited support: Kaiya can complete part of the request, or make the change through another record. The note explains the route.
• Unsupported: Kaiya cannot make this change in Invenias. Check the note for an alternative.

Your access to Invenias and your firm's settings still apply. If Kaiya says updates are unavailable, contact the Kaiya team at hello@kaiya.ai.

Delete records

Kaiya supports deleting people, companies, assignments and programmes. State which record you want to delete and review the plan before approval.

Kaiya cannot guarantee recovery of a deleted record, its links or history. Check the record and save any information you need before deletion.

Removing someone from an assignment list does not delete that person's record. Ask for the list change if you want to keep the person.

Documents, assessments and other work

These statuses cover changes in Invenias. Kaiya also supports search and analysis and document creation.

Kaiya can read a CV to add facts to a person record. To store the CV file on that record, attach the file in Invenias.

Kaiya can save notes about a candidate's suitability. To add a formal assessment or score, use the assessment controls in Invenias.

Search below by action, record type or note. Select an action's name to link to that row.

Search actionsRecord typeAll record typesPeopleCompaniesAssignmentsProgrammesShared actionsSupportAll support levelsSupportedLimited supportUnsupported

464 of 464 reference entries

People

Records and fields

People: Records and fields

Action	Support	Notes and alternatives
Create a person	Supported	Include the details and links listed below.
Delete a person	Supported	Ask for deletion and approve the plan. Save any information you need first. Kaiya cannot guarantee recovery of the record, links or history.
Merge person records	Unsupported	Use Invenias to merge person records. Check which record and details you want to keep before merging.
Change salutation	Supported	—
Change first name	Supported	—
Change family name	Supported	—
Change middle name	Supported	—
Set profile picture	Supported	Use a PNG or JPEG image, up to 6 MB, that Kaiya can access. If a link fails, attach the image to Kaiya.
Replace profile picture	Supported	Use a PNG or JPEG image, up to 6 MB, that Kaiya can access. If a link fails, attach the image to Kaiya.
Remove profile picture	Unsupported	Remove the profile picture in Invenias. Kaiya can set or replace the picture.
Change headline	Supported	—
Change external biography	Supported	Update the biography you use for client material.
Change internal biography	Supported	Update the internal biography. For a formal assessment or score, use Invenias.
Change business street address	Supported	Change the address on the person’s primary position. To change the employer’s address too, ask Kaiya to update the company location.
Change business city	Supported	Change the address on the person’s primary position. To change the employer’s address too, ask Kaiya to update the company location.
Change business county/state	Supported	Change the address on the person’s primary position. To change the employer’s address too, ask Kaiya to update the company location.
Change business postal code	Supported	Change the address on the person’s primary position. To change the employer’s address too, ask Kaiya to update the company location.
Change business country	Supported	Select a country for the person’s primary position. To change the employer’s country too, ask Kaiya to update the company location.
Change home street address	Supported	—
Change home city	Supported	—
Change home county/state	Supported	—
Change home postal code	Supported	—
Change home country	Supported	Choose a country from Invenias.
Change notepad content	Supported	—
Change gender	Supported	Choose one of your firm’s existing options for this field.
Change date of birth	Supported	Give the day, month and year.
Change marital status	Supported	Choose one of your firm’s existing options for this field.
Change nationality	Supported	Choose one of your firm’s existing options for this field.
Change internal comments	Supported	—
Change candidate status	Supported	Choose an existing candidate status. Kaiya also marks the person as a candidate.
Change client flag	Supported	—
Change partner flag	Supported	—
Change candidate flag	Supported	To stop marking the person as a candidate, request that change without assigning a candidate status.
Change supplier flag	Supported	—
Change permanent-candidate flag	Supported	—
Change interim-candidate flag	Supported	—
Change non-executive-candidate flag	Supported	—
Change do-not-mailshot flag	Supported	—
Change do-not-contact flag	Supported	—
Change willingness to travel	Supported	—
Change willingness to relocate	Supported	—
Change availability date	Supported	Give the day, month and year.

Categories

People: Categories

Action	Support	Notes and alternatives
Apply a category	Supported	Choose categories your firm already uses. These can include industry, function, language or location, depending on your firm's category lists.
Swap an applied category	Supported	Choose the category to remove and the existing category to add. Kaiya keeps the other categories.
Remove an applied category	Supported	Remove the selected category from this record. Keep the record and its other categories.

Items and relationships

People: Items and relationships

Action	Support	Notes and alternatives
Add current position	Supported	Add an entry to the person's employment history. Job title Company location Employer Start date End date Job description Reason for leaving Relationship status Internal comments
Edit current position	Supported	Choose the employment entry and give the details you want Kaiya to change. Job title Company location Employer Start date End date Job description Reason for leaving Relationship status Internal comments Primary position
Remove current position	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add previous position	Supported	Add an entry to the person's employment history. Include the end date to mark previous employment. Job title Company location Employer Start date End date Job description Reason for leaving Relationship status Internal comments
Edit previous position	Supported	Choose the employment entry and give the details you want Kaiya to change. An end date marks previous employment. Job title Company location Employer Start date End date Job description Reason for leaving Relationship status Internal comments Primary position
Remove previous position	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add education entry	Supported	Add an education entry for the person's qualification. Qualification Course Institution Start date End date Description Grade
Edit education entry	Supported	Choose the qualification and give the details you want Kaiya to correct. Qualification Course Institution Start date End date Description Grade
Remove education entry	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add email address	Supported	Use an empty email field. You can mark the address as personal or business. If no field is empty, choose an address to replace. Email field Email address Personal email flag Business email flag
Edit email address	Supported	Choose the email address to change. You can also change the personal or business setting. Email address Personal email flag Business email flag
Remove email address	Supported	Choose the email address to remove. Kaiya clears that email field.
Add telephone number	Supported	Use an empty telephone field. If no field is empty, choose a number to replace. Telephone field Telephone number
Edit telephone number	Supported	Choose the telephone number to change.
Remove telephone number	Supported	Choose the telephone number to remove. Kaiya clears that telephone field.
Add website or social URL	Supported	Use an empty website field, including LinkedIn. If no field is empty, choose a URL to replace. Website field Website or social URL
Edit website or social URL	Supported	Choose the website or social URL to change, including LinkedIn.
Remove website or social URL	Supported	Choose the website or social URL to remove. Kaiya clears that website field.
Add direct off-limit policy	Supported	Include the reason, expiry date and comments. Choose a warning or block, and whether linked records inherit the restriction. Reason Warning or block Expiry date Comments Pass the restriction to subsidiary companies
Edit direct off-limit policy	Supported	Include the reason, expiry date and comments. Choose a warning or block, and whether linked records inherit the restriction. Reason Warning or block Expiry date Comments Pass the restriction to subsidiary companies
Remove direct off-limit policy	Supported	Remove the policy on this record. If a linked record passes on another restriction, review that record’s policy before changing it.
Add assignment client-contact link	Supported	Link the person as a client contact on the assignment.
Edit assignment client-contact link	Limited support	Ask Kaiya to make the change in the assignment’s client-contact list. Kaiya can edit comments or remove the person from that list.
Remove assignment client-contact link	Limited support	Ask Kaiya to make the change in the assignment’s client-contact list. Kaiya can edit comments or remove the person from that list.
Add assignment candidacy	Supported	Choose an assignment and candidate stage. Kaiya follows your firm’s rules for adding candidates. Assignment Candidate stage
Edit assignment candidacy	Limited support	Ask Kaiya to use the assignment’s candidate list. Kaiya can change the stage or notes, or remove the person from that list.
Remove assignment candidacy	Limited support	Ask Kaiya to use the assignment’s candidate list. Kaiya can change the stage or notes, or remove the person from that list.
Add programme membership	Supported	Choose the programme. You can also give a progress status. Programme Progress status
Edit programme membership	Limited support	Ask Kaiya to make the change in the programme’s people list.
Remove programme membership	Limited support	Ask Kaiya to make the change in the programme’s people list.
Add notes to an existing candidacy	Supported	Save the notes against the person’s candidacy on the assignment. For a separate journal entry, ask Kaiya to add a Note.
Edit candidate-assignment notes	Supported	Change progress notes, fit-to-role notes or internal notes for a candidate already on the assignment. Progress notes Fit-to-role notes Internal notes
Delete a standalone candidate-notes item	Unsupported	These notes belong to the candidacy. Ask Kaiya to edit the candidacy notes, or use Invenias to clear the relevant field.
Add a journal Note	Supported	Give the subject and content. You can link the same Note to people, companies, assignments and programmes. Subject Action date Note or telephone call Content Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes
Record a telephone call	Supported	Save details of a call in the journal. To make a call, use your phone or calling app.
Edit a journal Note	Supported	Change the subject, content, date, Note type, confidentiality, pinning or record links. The change applies wherever you linked the same entry. Subject Action date Content Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes Add record links Remove record links Replace or clear record links
Edit a recorded telephone call	Supported	Change the subject, content, date, Telephone type, confidentiality, pinning or record links. The change applies wherever you linked the same entry.
Remove a journal entry	Unsupported	Delete the entry in Invenias. To remove only a record’s link to the entry, ask Kaiya to unlink that record.

Common requests

People: Common requests

Action	Support	Notes and alternatives
Add a person from a LinkedIn profile	Supported	Give Kaiya the profile URL. Kaiya adds the details available from the profile to the supported fields.
Add a person from an attached CV	Supported	Attach the CV to Kaiya to add the person’s details. To store the CV file too, upload the file in Invenias.
Update a person from an attached CV	Supported	Attach the CV and name the details to update. To replace the stored CV file, use Invenias.
Refresh a person from LinkedIn	Supported	Name the details to refresh. Kaiya shows any changes that cannot be saved. Make those changes in Invenias where the fields allow them.
End a current position	Supported	Ask Kaiya to add the end date to the existing position.
Select a primary position	Supported	Choose one current or previous position as the person’s primary position.
Clear the primary position without a replacement	Unsupported	Ask Kaiya to select another current or previous position as the primary position.
Record employment dates with a year only	Supported	Give the year if you do not know the month or day.
Record employment dates with a month and year	Supported	Give the month and year if you do not know the day.
Record education dates with a year only	Supported	Give the year if you do not know the month or day.
Record education dates with a month and year	Supported	Give the month and year if you do not know the day.
Change the person’s employer company address	Limited support	Ask Kaiya to edit the employer’s company location. If the person’s saved business address also needs changing, include that change in your request.
Enter a free-form address on a non-primary position	Limited support	Ask Kaiya to add or update a company location, then select that location for the position.
Change an email’s personal flag	Supported	—
Change an email’s business flag	Supported	—
Change assignment progress notes	Supported	Add the person to the assignment before changing these notes. Kaiya can include both actions in a plan.
Change assignment fit-to-role notes	Supported	Save written notes against the candidacy. Enter formal assessment scores in Invenias.
Change assignment internal notes	Supported	Add the person to the assignment before changing these notes. Kaiya can include both actions in a plan.

Excluded functionality

People: Excluded functionality

Action	Support	Notes and alternatives
Add a document on this person	Unsupported	Add the document on the person record in Invenias. Kaiya can read files you attach in chat.
Replace a document on this person	Unsupported	Replace the document on the person record in Invenias. Kaiya can read files you attach in chat.
Remove a document on this person	Unsupported	Remove the document on the person record in Invenias. Kaiya can read files you attach in chat.
Attach an existing document	Unsupported	Open Invenias to link the existing document to the record.
Detach an existing document	Unsupported	Open Invenias to remove the document’s link to the record.
Add a billing event	Unsupported	Add the billing event in Invenias. Assignment values and milestone amounts do not create billing events.
Edit a billing event	Unsupported	Edit the billing event in Invenias.
Remove a billing event	Unsupported	Remove the billing event in Invenias after you check any linked invoices or payments.
Create an invoice	Unsupported	Create the invoice in Invenias.
Change an invoice	Unsupported	Change the invoice in Invenias.
Remove an invoice	Unsupported	Remove the invoice in Invenias, subject to your firm’s billing controls.
Record a payment	Unsupported	Record the payment in Invenias.
Change record ownership	Unsupported	Change the record owner in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change record access groups	Unsupported	Change access groups in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change team-member role assignments	Unsupported	Assign team roles in Invenias. Kaiya can change supported team membership and comments.
Add a candidate assessment or score	Unsupported	Add the assessment or score in Invenias. You can ask Kaiya to help draft your written assessment first.
Edit a candidate assessment or score	Unsupported	Edit the formal assessment or score in Invenias. Kaiya can update supported written notes when you request those changes.
Remove a candidate assessment or score	Unsupported	Remove the formal assessment or score in Invenias.
Configure assessment criteria	Unsupported	Configure assessment criteria in Invenias. Ask Kaiya to help develop the criteria before you enter them.
Record assessment feedback	Unsupported	Record formal feedback in Invenias. You can ask Kaiya to draft the feedback from your notes first.
Add a remuneration package	Unsupported	Enter salary, benefits and other remuneration details in Invenias.
Edit a remuneration package	Unsupported	Change salary, benefits and other remuneration details in Invenias.
Remove a remuneration package	Unsupported	Remove the remuneration package in Invenias.
Change interim rates	Unsupported	Change interim rates in Invenias.
Change compensation ranges	Unsupported	Change compensation ranges in Invenias.
Create an offer	Unsupported	Create the Offer record in Invenias. Changing a candidate’s stage to Offered does not create an Offer record.
Edit an offer	Unsupported	Edit the Offer record in Invenias.
Remove an offer	Unsupported	Remove the Offer record in Invenias.
Create a placement	Unsupported	Create the Placement record in Invenias. Changing a candidate’s stage to Placed does not create a Placement record.
Edit a placement	Unsupported	Edit the Placement record in Invenias.
Remove a placement	Unsupported	Remove the Placement record in Invenias.
Create an interview	Unsupported	Create the interview in Invenias. You can ask Kaiya to save interview notes as a journal Note.
Edit an interview	Unsupported	Change the interview in Invenias. Kaiya can edit a separate journal Note about the interview.
Remove an interview	Unsupported	Remove the interview in Invenias.
Change VIP status	Unsupported	Change VIP status in Invenias.
Change profile header image	Unsupported	Change the profile header image in Invenias. Kaiya’s picture updates cover the profile picture, not the header.
Add a person connection	Unsupported	Add the person connection in Invenias.
Remove a person connection	Unsupported	Remove the person connection in Invenias.
Record a referral	Unsupported	Record the referral in Invenias.
Change candidate source attribution	Unsupported	Change the candidate’s source in Invenias.
Change likes	Unsupported	Use Invenias to add or remove your own like. You cannot set the total number of likes.

Companies

Records and fields

Companies: Records and fields

Action	Support	Notes and alternatives
Create a company	Supported	Include the details and links listed below.
Delete a company	Supported	Ask for deletion and approve the plan. Save any information you need first. Kaiya cannot guarantee recovery of the record, links or history.
Merge company records	Unsupported	Use Invenias to merge company records, including Quick Merge. Check which record and details you want to keep before merging.
Change company name	Supported	—
Change client reference	Supported	—
Change registration number	Supported	—
Change VAT number	Supported	—
Change company type	Supported	Choose one of your firm’s existing options for this field.
Change client status	Supported	Choose an existing client status. Kaiya also marks the company as a client.
Change payment terms	Supported	—
Change supplier flag	Supported	—
Change partner flag	Supported	—
Change client flag	Supported	To stop marking the company as a client, request that change without assigning a client status.
Change place-of-study flag	Supported	—
Change do-not-mailshot flag	Supported	—
Change do-not-contact flag	Supported	—
Change internal comments	Supported	—
Change synonyms	Supported	—
Change revenue	Supported	—
Change revenue currency	Supported	Choose one of your firm’s existing options for this field.
Change market capitalisation	Supported	—
Change market-capitalisation currency	Supported	Choose one of your firm’s existing options for this field.
Change employee count	Supported	Choose an Invenias company-size band. If you need an exact headcount in a report, ask Kaiya to research and include that figure.
Change ticker symbol	Supported	—
Set company logo	Supported	Use a PNG or JPEG image, up to 6 MB, that Kaiya can access. If a link fails, attach the image to Kaiya.
Replace company logo	Supported	Use a PNG or JPEG image, up to 6 MB, that Kaiya can access. If a link fails, attach the image to Kaiya.
Remove company logo	Unsupported	Remove the logo in Invenias. Kaiya can set or replace the logo.
Change internal company profile	Supported	Update your firm’s internal company profile.
Change external company profile	Supported	Update the company profile you use for client material.
Change notepad content	Supported	—

Categories

Companies: Categories

Action	Support	Notes and alternatives
Apply a category	Supported	Choose categories your firm already uses. These can include industry, function, language or location, depending on your firm's category lists.
Swap an applied category	Supported	Choose the category to remove and the existing category to add. Kaiya keeps the other categories.
Remove an applied category	Supported	Remove the selected category from this record. Keep the record and its other categories.

Items and relationships

Companies: Items and relationships

Action	Support	Notes and alternatives
Add company location	Supported	Include the location name, street, city, county or state, postal code and country. You can also set the primary location. Location name Street address City County or state Postal code Country Default company location
Edit company location	Supported	Include the location name, street, city, county or state, postal code and country. You can also set the primary location. Location name Street address City County or state Postal code Country Default company location
Remove company location	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add company email address	Supported	Use an empty email field. If no field is empty, choose an address to replace. Email field Email address
Edit company email address	Supported	Choose the company email address to change.
Remove company email address	Supported	Choose the company email address to remove. Kaiya clears that email field.
Add company telephone number	Supported	Use an empty telephone field. If no field is empty, choose a number to replace. Telephone field Telephone number
Edit company telephone number	Supported	Choose the telephone number to change.
Remove company telephone number	Supported	Choose the telephone number to remove. Kaiya clears that telephone field.
Add company website or social URL	Supported	Use an empty website field, including the company website or LinkedIn. If no field is empty, choose a URL to replace. Website field Website or social URL
Edit company website or social URL	Supported	Choose the company website or social URL to change, including LinkedIn.
Remove company website or social URL	Supported	Choose the company website or social URL to remove. Kaiya clears that website field.
Add direct off-limit policy	Supported	Include the reason, expiry date and comments. Choose a warning or block, and whether linked records inherit the restriction. Reason Warning or block Expiry date Comments Pass the restriction to subsidiary companies
Edit direct off-limit policy	Supported	Include the reason, expiry date and comments. Choose a warning or block, and whether linked records inherit the restriction. Reason Warning or block Expiry date Comments Pass the restriction to subsidiary companies
Remove direct off-limit policy	Supported	Remove the policy on this record. If a linked record passes on another restriction, review that record’s policy before changing it.
Add company relationship	Supported	Choose two companies and an existing relationship type. Kaiya keeps both company records. Related company Relationship type
Edit company relationship	Supported	Choose a different relationship type for the same two companies.
Remove company relationship	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add company team member	Supported	Add or change team membership and comments. To assign a team role, use Invenias. Team member Comments
Edit company team member	Supported	Add or change team membership and comments. To assign a team role, use Invenias.
Remove company team member	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add programme membership	Supported	Choose the programme. You can also give a progress status. Programme Progress status
Edit programme membership	Limited support	Ask Kaiya to make the change in the programme’s companies list.
Remove programme membership	Limited support	Ask Kaiya to make the change in the programme’s companies list.
Add a journal Note	Supported	Give the subject and content. You can link the same Note to people, companies, assignments and programmes. Subject Action date Content Note or telephone call Note type Call type Confidentiality Pin or unpin Links to people, companies, assignments and programmes
Record a telephone call	Supported	Save details of a call in the journal. To make a call, use your phone or calling app.
Edit a journal Note	Supported	Change the subject, content, date, Note type, confidentiality, pinning or record links. The change applies wherever you linked the same entry. Subject Action date Content Note type Call type Confidentiality Pin or unpin Links to people, companies, assignments and programmes Add record links Remove record links Replace or clear record links
Edit a recorded telephone call	Supported	Change the subject, content, date, Telephone type, confidentiality, pinning or record links. The change applies wherever you linked the same entry.
Remove a journal entry	Unsupported	Delete the entry in Invenias. To remove only a record’s link to the entry, ask Kaiya to unlink that record.

Common requests

Companies: Common requests

Action	Support	Notes and alternatives
Change the default company location	Supported	Ask Kaiya to mark the location as the company’s primary location.
Change an assignment’s client company from the company record	Limited support	Ask Kaiya to change the client company on the assignment.
Edit company LinkedIn URL	Supported	Change the company’s LinkedIn website field.
Edit company website URL	Supported	Change the company’s website field.

Excluded functionality

Companies: Excluded functionality

Action	Support	Notes and alternatives
Add a document on this company	Unsupported	Add the document on the company record in Invenias. Kaiya can read files you attach in chat.
Replace a document on this company	Unsupported	Replace the document on the company record in Invenias. Kaiya can read files you attach in chat.
Remove a document on this company	Unsupported	Remove the document on the company record in Invenias. Kaiya can read files you attach in chat.
Attach an existing document	Unsupported	Open Invenias to link the existing document to the record.
Detach an existing document	Unsupported	Open Invenias to remove the document’s link to the record.
Add a billing event	Unsupported	Add the billing event in Invenias. Assignment values and milestone amounts do not create billing events.
Edit a billing event	Unsupported	Edit the billing event in Invenias.
Remove a billing event	Unsupported	Remove the billing event in Invenias after you check any linked invoices or payments.
Create an invoice	Unsupported	Create the invoice in Invenias.
Change an invoice	Unsupported	Change the invoice in Invenias.
Remove an invoice	Unsupported	Remove the invoice in Invenias, subject to your firm’s billing controls.
Record a payment	Unsupported	Record the payment in Invenias.
Change record ownership	Unsupported	Change the record owner in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change record access groups	Unsupported	Change access groups in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change team-member role assignments	Unsupported	Assign team roles in Invenias. Kaiya can change supported team membership and comments.
Create a department	Unsupported	Create the department in Invenias.
Change a department	Unsupported	Change the department in Invenias.
Remove a department	Unsupported	Remove the department in Invenias.
Change company billing currency	Unsupported	Change the company’s billing currency in Invenias. Kaiya can change an assignment’s billing currency.
Change company record number	Unsupported	Use the company’s record number to identify the correct record. Ask your firm’s Invenias administrator about record-number corrections.

Assignments

Records and fields

Assignments: Records and fields

Action	Support	Notes and alternatives
Create an assignment	Supported	Give the assignment name and client company. Include other details from your brief or notes.
Delete an assignment	Supported	Ask for deletion and approve the plan. Save any information you need first. Kaiya cannot guarantee recovery of the record, links or history.
Merge assignment records	Unsupported	Choose the assignment to keep using. Ask Kaiya to update the supported details and links you need on that assignment.
Change assignment name	Supported	—
Change status	Supported	Choose one of your firm’s existing options for this field.
Change internal reference	Supported	—
Change external reference	Supported	—
Change engagement type	Supported	Choose one of your firm’s existing options for this field.
Change employment type	Supported	Choose one of your firm’s existing options for this field.
Change external brief	Supported	—
Change internal brief	Supported	—
Change forecast date	Supported	Give the day, month and year.
Change assignment value	Supported	Set the assignment value yourself instead of using Invenias’s calculated value. Manage invoices and billing events in Invenias.
Change assignment value currency	Supported	Choose one of your firm’s existing options for this field.
Change billing currency	Supported	Change the assignment’s billing currency. Manage invoices and billing events in Invenias.
Change weighting	Supported	Choose one of your firm’s existing options for this field.
Change benefits	Supported	Change the assignment’s benefits field. Manage remuneration packages in Invenias.
Change candidate-expenses-paid flag	Supported	—
Change client company	Supported	Choose the company record to use as the assignment’s client.
Change assignment location	Supported	Choose a location on the client company. You can also ask Kaiya to clear the assignment location.
Change internal comments	Supported	—
Change notepad content	Supported	—

Categories

Assignments: Categories

Action	Support	Notes and alternatives
Apply a category	Supported	Choose categories your firm already uses. These can include industry, function, language or location, depending on your firm's category lists.
Swap an applied category	Supported	Choose the category to remove and the existing category to add. Kaiya keeps the other categories.
Remove an applied category	Supported	Remove the selected category from this record. Keep the record and its other categories.

Items and relationships

Assignments: Items and relationships

Action	Support	Notes and alternatives
Add candidate	Supported	Include the candidate stage, progress notes, fit-to-role notes, internal notes or highlight colour. Candidate Candidate stage Highlight colour Progress notes Fit-to-role notes Internal notes
Edit candidate	Supported	Include the candidate stage, progress notes, fit-to-role notes, internal notes or highlight colour. Candidate stage Highlight colour Progress notes Fit-to-role notes Internal notes
Remove candidate	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add target company	Supported	Include the target-company stage, progress notes, internal comments or highlight colour. To change Fit to Profile, use Invenias. Target company Target-company stage Highlight colour Progress notes Internal comments
Edit target company	Supported	Include the target-company stage, progress notes, internal comments or highlight colour. To change Fit to Profile, use Invenias. Target-company stage Highlight colour Progress notes Internal comments
Remove target company	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add client contact	Supported	Add or change the contact and comments. To change the contact’s role or portal access, use Invenias. Client contact Comments
Edit client contact	Supported	Add or change the contact and comments. To change the contact’s role or portal access, use Invenias.
Remove client contact	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add assignment team member	Supported	Include team membership, comments, forecast ownership and whether clients can see the team member. Team member Forecast owner Show the team member to clients Comments
Edit assignment team member	Supported	Include team membership, comments, forecast ownership and whether clients can see the team member. Forecast owner Show the team member to clients Comments
Remove assignment team member	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add research assignment link	Supported	Link another assignment and choose the stage for that research link. Research assignment Research assignment stage
Edit research assignment link	Supported	Link another assignment and choose the stage for that research link. Research assignment stage
Remove research assignment link	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add research programme link	Supported	Link a programme and choose the progress status for that research link. Research programme Research programme progress status
Edit research programme link	Supported	Link a programme and choose the progress status for that research link. Research programme progress status
Remove research programme link	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add milestone	Supported	Include the title, dates, completion status, billing amount and billing note when you create the milestone. Make later edits in Invenias. Title Start date Target date Completion date Completion status Billing amount Billing note
Edit milestone	Unsupported	Edit the existing milestone in Invenias. Kaiya can create or remove a milestone.
Remove milestone	Supported	Save any milestone details you need before removal. To replace a removed milestone, ask Kaiya to create a new one.
Add a journal Note	Supported	Give the subject and content. You can link the same Note to people, companies, assignments and programmes. Subject Action date Note or telephone call Content Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes
Record a telephone call	Supported	Save details of a call in the journal. To make a call, use your phone or calling app.
Edit a journal Note	Supported	Change the subject, content, date, Note type, confidentiality, pinning or record links. The change applies wherever you linked the same entry. Subject Action date Content Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes Add record links Remove record links Replace or clear record links
Edit a recorded telephone call	Supported	Change the subject, content, date, Telephone type, confidentiality, pinning or record links. The change applies wherever you linked the same entry.
Remove a journal entry	Unsupported	Delete the entry in Invenias. To remove only a record’s link to the entry, ask Kaiya to unlink that record.

Common requests

Assignments: Common requests

Action	Support	Notes and alternatives
Clear assignment location	Supported	Remove the assignment’s selected location. To clear another field, check that action in this reference.
Use a new address for an assignment	Limited support	Ask Kaiya to add or update the client company’s location and use that location for the assignment.
Change a candidate stage	Supported	Choose an existing stage. Create the interview, offer or placement record in Invenias if you also need that record.
Change candidate progress notes	Supported	—
Change candidate fit-to-role notes	Supported	Save written notes. Enter formal assessment scores in Invenias.
Change candidate internal notes	Supported	—
Change candidate highlight colour	Supported	—
Change target-company stage	Supported	—
Change target-company progress notes	Supported	—
Change target-company internal comments	Supported	—
Change target-company highlight colour	Supported	—
Change a team member’s forecast-owner flag	Supported	—
Change a team member’s client-visibility flag	Supported	—
Change an existing milestone completion state	Unsupported	Change the completion status in Invenias. Kaiya can set the status when creating a milestone.
Change an existing milestone date	Unsupported	Change the date in Invenias. Kaiya can set the dates when creating a milestone.
Change an existing milestone billing amount	Unsupported	Change the billing amount in Invenias. Kaiya can set the amount when creating a milestone.
Change an existing milestone billing note	Unsupported	Change the billing note in Invenias. Kaiya can add the note when creating a milestone.

Excluded functionality

Assignments: Excluded functionality

Action	Support	Notes and alternatives
Add a document on this assignment	Unsupported	Add the document on the assignment record in Invenias. Kaiya can read files you attach in chat.
Replace a document on this assignment	Unsupported	Replace the document on the assignment record in Invenias. Kaiya can read files you attach in chat.
Remove a document on this assignment	Unsupported	Remove the document on the assignment record in Invenias. Kaiya can read files you attach in chat.
Attach an existing document	Unsupported	Open Invenias to link the existing document to the record.
Detach an existing document	Unsupported	Open Invenias to remove the document’s link to the record.
Add a billing event	Unsupported	Add the billing event in Invenias. Assignment values and milestone amounts do not create billing events.
Edit a billing event	Unsupported	Edit the billing event in Invenias.
Remove a billing event	Unsupported	Remove the billing event in Invenias after you check any linked invoices or payments.
Create an invoice	Unsupported	Create the invoice in Invenias.
Change an invoice	Unsupported	Change the invoice in Invenias.
Remove an invoice	Unsupported	Remove the invoice in Invenias, subject to your firm’s billing controls.
Record a payment	Unsupported	Record the payment in Invenias.
Change record ownership	Unsupported	Change the record owner in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change record access groups	Unsupported	Change access groups in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change team-member role assignments	Unsupported	Assign team roles in Invenias. Kaiya can change supported team membership and comments.
Add a candidate assessment or score	Unsupported	Add the assessment or score in Invenias. You can ask Kaiya to help draft your written assessment first.
Edit a candidate assessment or score	Unsupported	Edit the formal assessment or score in Invenias. Kaiya can update supported written notes when you request those changes.
Remove a candidate assessment or score	Unsupported	Remove the formal assessment or score in Invenias.
Configure assessment criteria	Unsupported	Configure assessment criteria in Invenias. Ask Kaiya to help develop the criteria before you enter them.
Record assessment feedback	Unsupported	Record formal feedback in Invenias. You can ask Kaiya to draft the feedback from your notes first.
Add a remuneration package	Unsupported	Enter salary, benefits and other remuneration details in Invenias.
Edit a remuneration package	Unsupported	Change salary, benefits and other remuneration details in Invenias.
Remove a remuneration package	Unsupported	Remove the remuneration package in Invenias.
Change interim rates	Unsupported	Change interim rates in Invenias.
Change compensation ranges	Unsupported	Change compensation ranges in Invenias.
Create an offer	Unsupported	Create the Offer record in Invenias. Changing a candidate’s stage to Offered does not create an Offer record.
Edit an offer	Unsupported	Edit the Offer record in Invenias.
Remove an offer	Unsupported	Remove the Offer record in Invenias.
Create a placement	Unsupported	Create the Placement record in Invenias. Changing a candidate’s stage to Placed does not create a Placement record.
Edit a placement	Unsupported	Edit the Placement record in Invenias.
Remove a placement	Unsupported	Remove the Placement record in Invenias.
Create an interview	Unsupported	Create the interview in Invenias. You can ask Kaiya to save interview notes as a journal Note.
Edit an interview	Unsupported	Change the interview in Invenias. Kaiya can edit a separate journal Note about the interview.
Remove an interview	Unsupported	Remove the interview in Invenias.
Add a referral partner	Unsupported	Add the referral partner in Invenias.
Change a referral-partner relationship	Unsupported	Change the referral-partner relationship in Invenias.
Remove a referral partner	Unsupported	Remove the referral partner in Invenias.
Change target-company fit-to-profile	Unsupported	Change Fit to Profile in Invenias. Kaiya can update the target company’s progress notes and internal comments when you request those changes.
Change client-contact roles	Unsupported	Change client-contact roles in Invenias. Kaiya can add contacts and edit their comments.
Grant client portal access	Unsupported	Grant access in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Revoke client portal access	Unsupported	Revoke access in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Grant candidate portal access	Unsupported	Grant access in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change candidate group	Unsupported	Change the candidate’s group in Invenias.
Change candidate source attribution	Unsupported	Change the candidate’s source in Invenias.
Manage fee allocations	Unsupported	Manage fee allocations in Invenias.
Change client notice period	Unsupported	Change the client notice period in Invenias.
Change candidate notice period	Unsupported	Change the candidate notice period in Invenias.
Mark a billing event billed	Unsupported	Mark the billing event as billed in Invenias.
Mark a billing event paid	Unsupported	Mark the billing event as paid in Invenias.
Create an advertisement	Unsupported	Ask Kaiya to draft the advertisement. Create the advertisement record in Invenias.
Publish an advertisement	Unsupported	Review the advertisement, then publish from Invenias or your chosen advertising service.

Programmes

Records and fields

Programmes: Records and fields

Action	Support	Notes and alternatives
Create a programme	Supported	Give the programme name and choose one of your firm’s existing programme types.
Delete a programme	Supported	Ask for deletion and approve the plan. Save any information you need first. Kaiya cannot guarantee recovery of the record, links or history.
Merge programme records	Unsupported	Choose the programme to keep using. Ask Kaiya to update the supported details and memberships you need on that programme.
Change programme name	Supported	—
Change status	Supported	Choose a status for this programme type.
Set programme type	Supported	Choose an existing type when you create the programme. If you need another type later, create a new programme.
Change internal comments	Supported	—
Change notepad content	Supported	—

Categories

Programmes: Categories

Action	Support	Notes and alternatives
Apply a category	Supported	Choose categories your firm already uses. These can include industry, function, language or location, depending on your firm's category lists.
Swap an applied category	Supported	Choose the category to remove and the existing category to add. Kaiya keeps the other categories.
Remove an applied category	Supported	Remove the selected category from this record. Keep the record and its other categories.

Items and relationships

Programmes: Items and relationships

Action	Support	Notes and alternatives
Add person membership	Supported	Include progress status, progress notes, internal comments, objective, objective date or highlight colour. Person Progress status Progress notes Internal comments Objective Objective date Highlight colour
Edit person membership	Supported	Include progress status, progress notes, internal comments, objective, objective date or highlight colour. Progress status Progress notes Internal comments Objective Objective date Highlight colour
Remove person membership	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add company membership	Supported	Include progress status, progress notes, internal comments, objective, objective date or highlight colour. Company Progress status Highlight colour Progress notes Internal comments Objective Objective date
Edit company membership	Supported	Include progress status, progress notes, internal comments, objective, objective date or highlight colour. Progress status Highlight colour Progress notes Internal comments Objective Objective date
Remove company membership	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add programme team member	Supported	Add or change team membership and comments. To assign a team role, use Invenias. Team member Comments
Edit programme team member	Supported	Add or change team membership and comments. To assign a team role, use Invenias.
Remove programme team member	Supported	Remove the selected item or link. Kaiya keeps the linked records.
Add a journal Note	Supported	Give the subject and content. You can link the same Note to people, companies, assignments and programmes. Subject Action date Content Note or telephone call Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes
Record a telephone call	Supported	Save details of a call in the journal. To make a call, use your phone or calling app.
Edit a journal Note	Supported	Change the subject, content, date, Note type, confidentiality, pinning or record links. The change applies wherever you linked the same entry. Subject Action date Content Confidentiality Note type Call type Pin or unpin Links to people, companies, assignments and programmes Add record links Remove record links Replace or clear record links
Edit a recorded telephone call	Supported	Change the subject, content, date, Telephone type, confidentiality, pinning or record links. The change applies wherever you linked the same entry.
Remove a journal entry	Unsupported	Delete the entry in Invenias. To remove only a record’s link to the entry, ask Kaiya to unlink that record.

Common requests

Programmes: Common requests

Action	Support	Notes and alternatives
Change programme type after creation	Unsupported	Kaiya cannot change the type of an existing programme. Ask Kaiya to create a new programme with the type and memberships you need.
Change a person member’s progress status	Supported	Choose a status for this programme type.
Change a person member’s progress notes	Supported	—
Change a person member’s internal comments	Supported	—
Change a person member’s objective	Supported	—
Change a person member’s objective date	Supported	Give the day, month and year.
Change a person member’s highlight colour	Supported	—
Change a company member’s progress status	Supported	Choose a status for this programme type.
Change a company member’s progress notes	Supported	—
Change a company member’s internal comments	Supported	—
Change a company member’s objective	Supported	—
Change a company member’s objective date	Supported	Give the day, month and year.
Change a company member’s highlight colour	Supported	—

Excluded functionality

Programmes: Excluded functionality

Action	Support	Notes and alternatives
Add a document on this programme	Unsupported	Add the document on the programme record in Invenias. Kaiya can read files you attach in chat.
Replace a document on this programme	Unsupported	Replace the document on the programme record in Invenias. Kaiya can read files you attach in chat.
Remove a document on this programme	Unsupported	Remove the document on the programme record in Invenias. Kaiya can read files you attach in chat.
Attach an existing document	Unsupported	Open Invenias to link the existing document to the record.
Detach an existing document	Unsupported	Open Invenias to remove the document’s link to the record.
Add a billing event	Unsupported	Add the billing event in Invenias. Assignment values and milestone amounts do not create billing events.
Edit a billing event	Unsupported	Edit the billing event in Invenias.
Remove a billing event	Unsupported	Remove the billing event in Invenias after you check any linked invoices or payments.
Create an invoice	Unsupported	Create the invoice in Invenias.
Change an invoice	Unsupported	Change the invoice in Invenias.
Remove an invoice	Unsupported	Remove the invoice in Invenias, subject to your firm’s billing controls.
Record a payment	Unsupported	Record the payment in Invenias.
Change record ownership	Unsupported	Change the record owner in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change record access groups	Unsupported	Change access groups in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change team-member role assignments	Unsupported	Assign team roles in Invenias. Kaiya can change supported team membership and comments.
Add a candidate assessment or score	Unsupported	Add the assessment or score in Invenias. You can ask Kaiya to help draft your written assessment first.
Edit a candidate assessment or score	Unsupported	Edit the formal assessment or score in Invenias. Kaiya can update supported written notes when you request those changes.
Remove a candidate assessment or score	Unsupported	Remove the formal assessment or score in Invenias.
Configure assessment criteria	Unsupported	Configure assessment criteria in Invenias. Ask Kaiya to help develop the criteria before you enter them.
Record assessment feedback	Unsupported	Record formal feedback in Invenias. You can ask Kaiya to draft the feedback from your notes first.
Add a programme milestone	Unsupported	Add the programme milestone in Invenias.
Edit a programme milestone	Unsupported	Edit the programme milestone in Invenias.
Remove a programme milestone	Unsupported	Remove the programme milestone in Invenias.
Change programme feature settings	Unsupported	Change the programme settings in Invenias. If you lack permission, ask your firm’s Invenias administrator.
Change programme external IDs	Unsupported	Ask your firm’s Invenias administrator to check the external IDs and the system that supplied them.
Set a programme picture	Unsupported	Set the programme picture in Invenias.

Shared actions

Journal and other actions

Shared actions: Journal and other actions

Action	Support	Notes and alternatives
Link a new Note or call to several records	Supported	Create one Note or call entry and link the entry to the relevant people, companies, assignments and programmes.
Link an existing Note or call to another record	Supported	Ask Kaiya to add a link from the existing Note or call to the record.
Unlink a record from a Note or call	Supported	Remove the link to the selected record. Kaiya keeps the Note or call and any other links.
Replace the records linked to a Note or call	Supported	Name all the records of this type that you want to keep linked. Kaiya replaces the links for that record type.
Remove all links for one record type from a Note or call	Supported	Ask Kaiya to remove the links for one record type, such as all company links on a Note.
Change a journal entry’s confidentiality	Supported	—
Pin a journal entry	Supported	—
Unpin a journal entry	Supported	—
Change a journal entry’s action date	Supported	Give the day, month and year. You can also include the time.
Change a Note’s action type	Supported	Choose one of your firm’s existing Note types.
Change a call’s action type	Supported	Choose one of your firm’s existing Telephone types.
Convert a Note to a call	Unsupported	Ask Kaiya to create a Telephone entry with the correct details. Review the original Note in Invenias before removing it.
Convert a call to a Note	Unsupported	Ask Kaiya to create a Note with the correct details. Review the original Telephone entry in Invenias before removing it.
Link a Note or call to other record types	Unsupported	Kaiya can link Notes and calls to people, companies, assignments and programmes. Use Invenias for other journal links that Invenias allows.
Change a journal entry’s sender or recipients	Unsupported	Check the original communication in Invenias. Ask your firm’s Invenias administrator about incorrect sender or recipient details.
Create a journal email	Unsupported	Save the email in Invenias. If you want a summary instead, ask Kaiya to create a journal Note.
Edit a journal email	Unsupported	Open the email entry in Invenias to make changes that Invenias allows.
Remove a journal email	Unsupported	Remove the email entry in Invenias.
Send an email through Invenias	Unsupported	Ask Kaiya to draft the email. Review and send the message from Invenias or your email app.
Send a CV through Invenias	Unsupported	Send the CV from Invenias or your email app. Ask Kaiya to draft the accompanying message.
Record a sent-CV activity	Unsupported	Record the sent-CV activity in Invenias.
Record a sent-document activity	Unsupported	Record the sent-document activity in Invenias.
Schedule an appointment	Unsupported	Schedule the appointment in Invenias or your calendar app. Ask Kaiya to draft the agenda if needed.
Edit an appointment	Unsupported	Change the appointment in Invenias or the calendar app where you created the appointment.
Remove an appointment	Unsupported	Remove the appointment in Invenias or the calendar app where you created the appointment.
Create a task	Unsupported	Create the task in Invenias. Ask Kaiya to prepare an action list from your notes first.
Edit a task	Unsupported	Edit the task in Invenias.
Remove a task	Unsupported	Remove the task in Invenias.
Create a meeting activity	Unsupported	Create the Meeting activity in Invenias. Kaiya can save meeting notes as a journal Note.
Edit a meeting activity	Unsupported	Edit the Meeting activity in Invenias. Kaiya can edit a separate journal Note about the meeting.
Remove a meeting activity	Unsupported	Remove the Meeting activity in Invenias.
Change formal feedback	Unsupported	Change formal feedback in Invenias. Ask Kaiya to help revise the wording before you enter the changes.
Create a category option	Unsupported	Ask your firm’s Invenias administrator to add the category. Kaiya can apply existing categories to records.
Rename a category option	Unsupported	Ask your firm’s Invenias administrator to rename the category.
Remove a category option	Unsupported	Ask your firm’s Invenias administrator to remove the category option. Kaiya can remove an applied category from a record.
Reorganise category hierarchy	Unsupported	Ask your firm’s Invenias administrator to change the category structure.
Create a status option	Unsupported	Ask your firm’s Invenias administrator to add the status. Kaiya can use existing statuses.
Rename a status option	Unsupported	Ask your firm’s Invenias administrator to rename the status.
Remove a status option	Unsupported	Ask your firm’s Invenias administrator to remove the status.
Create a programme type	Unsupported	Ask your firm’s Invenias administrator to add the programme type. Kaiya can create programmes using existing types.
Create a custom field	Unsupported	Ask your firm’s Invenias administrator to create the custom field.
Update a custom field	Unsupported	Use Invenias to update custom fields. Kaiya can update the fields listed as supported in this reference.
Create a new type of contact field	Unsupported	Ask your firm’s Invenias administrator about additional contact fields. Kaiya can fill, edit or clear existing contact fields.
Change custom WebTabs	Unsupported	Ask your firm’s Invenias administrator to change custom WebTabs.
Change generated record IDs	Unsupported	Invenias assigns record IDs. Use the ID to identify the record; use supported reference fields for your own identifiers.
Change audit timestamps	Unsupported	Invenias records the audit dates. To correct an event date, ask Kaiya to change the date on the Note or call.
Change audit attribution	Unsupported	Invenias records who made a change. Ask your firm’s Invenias administrator to investigate incorrect audit information.
Change information Kaiya calculates from other fields	Unsupported	Ask Kaiya to correct the supported source details. Contact the Kaiya team at hello@kaiya.ai if the displayed information remains incorrect.
Replace an entire existing list	Limited support	Give Kaiya the complete list you want. Kaiya prepares the individual additions, edits and removals for your review.
Clear any field	Limited support	Kaiya can clear contact fields, assignment locations and journal links. For another field, use Invenias if the field allows clearing.
Undo any completed plan	Unsupported	Check which changes completed. Ask Kaiya for a new plan to correct supported changes. Contact hello@kaiya.ai before retrying uncertain or partial updates.
Restore a deleted record with all links and history	Unsupported	Kaiya cannot guarantee the original record ID, links or history. Contact hello@kaiya.ai to review recovery options before creating a replacement.
Make all changes succeed or fail together	Unsupported	Some changes can complete before another fails. Check the result and records before retrying. Contact hello@kaiya.ai if the outcome is unclear.