The new Job Wizard feature was added to Access Recruitment CRM in version 3.50 in February 2022. It is quick and intuitive step by step wizard to easily add a contract or permanent job for any client.
To find out how to use the Job Wizard, either watch this video or follow the steps below:
Access the new Job Wizard
The wizard can be accessed via the following areas in CRM.
Quick Add button
When adding a new Contract or Permanent Job
Job Wizard
When the Job Wizard opens, select either Contract (Temp) or Permanent.
Fill in the various Job Details fields. Fields that have a red triangle in their top-left corner are mandatory and you have to fill them in order to proceed to next step.
If required, to add a new client contact, click + Client Contact. A sidebar will be displayed from the right side of the screen with relevant information that needs to be filled in for adding the new entities. Click Save.
If required, to add a new work address, click + Work Address. A sidebar will be displayed from the right side of the screen with relevant information that needs to be filled in for adding the new entities. Click Save.
After saving, either Client Contact or Work Address, fields will be prepopulated with the newly created record.Click Next.
Fill in relevant Job Attributes
Add CV keywords
Add job attributes:
Search through the list of all attributes or specific sections
Set the grade/effective date/expiry date and notes for each attribute if applicable
Add any additional notes that will be attached to your job record
Click Next.
Navigation in the Job Wizard
A quick summary is shown at the top displaying the Client, Job Position and Grade.
To move forward or backwards in the wizard, at the bottom click either Next or Previous.
To cancel the current job creation, at the bottom, click Cancel. A confirmation pop-up will be displayed. Click OK. The job creation wizard will close and the progress will be lost.
Complete your Shifts Details
On the row for the first day e.g. Monday, use the Shift Pattern drop-down and select the shift type required.
Enter the Start Time and End Time.
Enter the number of People per Shift.
To add multiple shifts per day, click + Shift.
To copy down the information filled in on Monday for the whole week, on the right of the Monday row, click the copy down icon.
To delete a shift at any time, on the right of the row, click the bin icon.
Click Next.
Setup your Rate Details
If the contract rate is defined for the selected client, job position and grade, in the Contract Rates field, select the required contract rate.
If the contract rate is not defined, select the Charge Unit, enter the Charge Rate, LTD Contractor and PAYE rates.
To add overtime rates, click + Add Rate. A sidebar will be displayed from the right side of the screen with relevant information that needs to be completed per rate. Click Save. The new rate will be displayed in the bottom table.
Add your Billing Information
Select the required Invoice Contact.
If required, to add a new invoice contact, click + Invoice Contact. A sidebar will be displayed from the right side of the screen with relevant information that needs to be filled in for adding the new entities. Click Save.
If not showing the required currency, use the Currency drop-down and select the currency.
Use the Purchase Order drop-down and select the purchase order.
If required, to add a new purchase order, click + Purchase Order. A sidebar will be displayed from the right side of the screen with relevant information that needs to be filled in for adding the new entities. Click Save.
Select the required Timesheet Contact.
Click Next.
Review filled information
Review all the information and if required to amend anything, in that area, click Edit.
To finish your journey through the Job Wizard, click Save Job. A dialog appears.
Click OK. Your job will be added to the contract or permanent job index.