Details

Contains current job details including job title, job reference number, status, employment type (temp or contract), start date and end date.

There is also location which contains the job’s postcode (usually taken from a client’s address/added site). Note: we advise you fill location in as you will need this to radius search from the job, if you want to focus on reviewing applicants living within a set distance of the job.

Position can be useful and is another field we advise you add to the job. It is used with auto-matching, saved job rates and compliance. And you select the appropriate position from the shown list.

Also, the job’s contact is shown on the right. Clicking on their name opens their quick view letting you send them a quick email, or their phone details are shown to give them a call.

You can add/edit the details at any time.

Rates

Contains fields relating to the job’s rates. There are two pay rate fields – Ltd Contractor and PAYE. In Approx weekly margin you can enter a value or click the calculator icon (when in edit mode) to get an approximate value calculated for you.

The lower section called Job Rates is where you add any additional job/overtime rates.

The Contract Rates box at the top is where you can select a set of saved job rates from the client, if applicable. The selected rates will be pulled through onto the rate fields on the job.

You can add/edit the details at any time.

Scheduling

Contains a diary that shows the added shifts that require filling on the job and includes the number of workers needed for each shift. Note: as you assign an applicant into a shift/shifts, the diary here updates and will show the booked applicant/s too.

Placements

Contains a list of the applicants placed into the job and incudes showing their start date. The 3-dot icon also shown provides a link to open the applicant, client and placement record from the job.

Review Lists

Contains a list of all the applicants that were reviewed for the job (the applicants will have been added here either as the result of a search from the job to find matching applicants or you yourself selecting the applicants you want to consider for the job).

The tab is also used with reservations. Any applicants you reserve into a job will be listed here too (shown with a reserved status).

Applicant Actions

Contains a record of all applicants submitted for the job and includes their final (or current) status in their job application.

Attributes

Contains the selected key words that show the job’s requirements. Note the position attribute (in the Details tab) is added automatically to this section for you. So, you just need to add any other positions, skills, qualifications that are applicable. The attribute/s you add here are used when applicant searching from the job.

If you do select more than one attribute here and intend to run an applicant search from the job, then do check your attribute search is set with the correct AND or OR logic.

Click the 3-dot icon and click Search Logic.

Keep the attributes separate for an AND search.

Drag and drop one attribute onto another to make the attributes an OR search.

You can add/edit the attributes at any time.

Interview

Contains the interview address for face-to-face interviews or as it’s a free text field, you can add details for remote interviews here.

This field is available as a merge field which means the detail you add here can be set to appear on your interview confirmation emails that you send to the applicant and contact.

You will need to speak to your Systems Administrator with regards to the merge field element and use.

Documentation

Here you can save job related documents. You also have the added option of being able to email saved documents to an applicant or contact from here.

Publish

Contains the job details to be published to your website or job boards.

Note: Check with a colleague if this is a feature in use by your company.

Consultants

Contains the name of the consultant/s or group who have ownership of the job.

Notes

Contains any additional job details.

Note: This is not where you log phone call notes, they go into the Notebook area. You can add/edit the notes at any time.

Notebook

All communication history is shown here i.e. emails, SMS, phone call or general notes.

Projects

Contains a table showing project details the jobs has been assigned to. The use of projects (which contains a collection of jobs and its placements) is optional so may not be a feature your company uses.

Compliance

Shows if the job has any compliance checks assigned to it. If there are, then only applicants that meet the criteria in the compliance check/s can be placed into the job.

Additional Info

Shows creation and updated details along with the job record id number and when the job status was last changed.

Placement Documentation

Contains the setting to automatically create placement documents when an applicant is assigned to that job. You select here whose documents are to be automatically created.

There is one item within the View menu for you to be aware of.

Notebook

Contains a full screen view of the job’s notebook and saved notes/messages.