Once you have created a vacancy and found the ideal candidate for the vacancy, it is now time to create the placement.
- From the open Vacancy record, click on the 'Shortlist' tab. To create a Placement for a shortlisted candidate click the 'Placement' radio button in the Placement column in the shortlist to open the Action Wizard.
- In the 1st screen of the Action wizard popup you can select which User to run this action from by selecting their name from the 'Run For This User' drop down list. At this stage you also select the start date of the Placement by clicking on the 'Calendar Picker' icon.
- Once you have completed this step click the blue 'Next Step' button.
- The 2nd Screen of the Action Wizard is the email confirmation that is sent to the Candidate which is populated by the default wizard template. The subject and body of the email is automatically populated by the template. You can however select your own pre-designed email template using the 'Template' drop down.
- You can cc and bcc yourself, and others by ticking the boxes or clicking the 'cc', 'bcc' links. You can also include a Header, use Read Receipt or choose not to send the email and just record the action by ticking the appropriate tickboxes.
- You are also able to attach/use documents via the Available Documents button. Select from a document already uploaded on the Company Files table in the Admin area, or alternatively you can click the More Files button and select a file saved on your desktop.
- Once you are satisfied with the email content and the attached documents, click the blue 'Next Step' button.
- The 3rd Screen of the Action Wizard is the email confirmation that is sent to the Client which is populated by the default wizard template.
- The subject and body of the email is automatically populated by the template. You can however select your own pre-designed email template using the 'Template' drop down.
- You can cc and bcc yourself, and others by ticking the boxes or clicking the 'cc', 'bcc' links. You can also include a Header, use Read Receipt or choose not to send the email and just record the action by ticking the appropriate tickboxes.
- You are also able to attach/use documents via the Available Documents button. Select from a document already uploaded on the Company Files table in the Admin area, or alternatively you can click the More Files button and select a file saved on your desktop.
- A Note will automatically be created for this action but you can also create a follow up action. To do this tick the 'Follow Up' tickbox and click the 'F.U TXT' button to edit the follow up if required. To complete the Follow Up click the green 'Save Text' button. Set the date and time of the Follow Up by clicking on the 'Calendar' icon and selecting the date and time.
- If you want an Alert to pop up and tell you the Follow Up is due, tick the 'Alert Me' tickbox and set the Lead Time.
- If you want to associate this action with additional clients or users you can select one of the two corresponding 'Person' buttons and search for the contact. This will create an association with the note only, and not the follow up.
- On the 4th screen, you can add any notes and up to 3 follow-ups for this Placement.
- Once completed click the green 'Finish Action' button to complete the action.
- The Placement note will appear in the notes tab and the Placement Follow Up will appear on the To Do tab. In order for the Follow Up to be reported you must clear it once its been done.
- A Placement record will also be created.