What
Once a Candidate has applied for a role and you have shortlisted them, you can create a Placement.
Where
Home > Sitemap > Placements
How
Click +New at top of page
The Placement Details tab - General section
The mandatory fields always have a red asterisk ( * ) next to them. Ensure the following fields are filled in:
Candidate - you can either search for the candidate if the candidate has applied for a vacancy, such that the candidate record would have been added to the system; or if you want to manually add the candidate, then you will need to add a new contact record.
Job Title - this is the role you’re hiring for.
Type - Temporary, Permanent or Contract.
Client Name - there will be a dropdown selector as you would have already created the client in the system.
Client Contact - this is your contact at the organisation that you’re hiring for.
There are additional optional fields in the General section that can also be filled in > Agreement, Invoice Contact, Paperwork Contact and SOC (standard classification).
The Placement Details tab - Rebate Instructions section
None of these fields are mandatory, but you can add in Rebate Weeks, Rebate Date and Rebated (refund).
Depending on if the type of placement is a temporary, permanent or contract, a Terms section will pop up on the right hand side - Temporary terms if it’s a temp role, Permanent terms if it’s a perm role, and Contract terms if it’s a contract role. There will be different key fields to fill in such as a Standard Rate Type for a temp or contract role.
The Admin & Activities tab - Paperwork and Documents section
None of these fields are mandatory, however, if you want the candidate to have access to the Candidate Portal (which facilitates the process for candidates to upload their compliance documents and manage their Timesheets & Expenses online), then you'll need to ensure that the Visible on Portal button is toggled to Yes:
You will see updates of the candidate in the Timeline, such as when the candidate has submitted their expenses, when onboarding checks have been completed, and when timesheets have been submitted.
The Admin & Activities tab - Ownership section
Owner is the only mandatory field in this section. It will default to the person adding the placement, so if someone else if in charge of this placement then select their name in the dropdown. All the other fields in this section are optional:
The Compliance tab
This where the Compliance process is managed for the placement. The Compliancy field will update once you approve the placement and once the candidate has completed their reference checks.
The Finance tab
None of these fields are mandatory but, in this tab you'll find Placement Rates, Purchase Orders, Fees and Costs.
The Addresses tab
Even though there is no red asterisk ( * ) next to these fields, you must ensure they are all filled in, otherwise you will not be able to save the placement. The only fields in this section which do not need to be filled in are County, Address 2 and Address 3 - everything else in this section needs to be completed.
Once you’ve added all the details, click Validate at the top of the screen. If there are any more fields that need filling in, then a message will pop up identifying the required fields.
Once you have validated the advert, you need to go back into General section in the Placement Details tab, and toggle the Finalised button to Yes. Note that you will only be able to select Yes once all the required fields have been completed:
Finally, click Save to save the Placement.