Clients-adding-clients

Adding New Clients

Adding new Clients is used by Recruitment Agencies to record information about their customers. Once a Client has been added into the Clients Folder, the user can then link the client to a Vacancy. Please note that this folder will need to be activated by Subscribe-HR if you choose to subscribe to the service.

Creating Client

1. After logging into the Subscribe-HR.
2. Select the Recruitment Module.
3. Select the Clients Folder
4. Select the Create button.
5. Fill in the fields.
6. Select the Save button.

Mandatory fields are marked in bold, the question will not be saved unless mandatory fields are filled in first.

Client Fields and Contact Details Tab Explained

Field Name	Description
Client Name	The Clients Name - This is a Mandatory Field
Client Contracts	You can Link Client Contract Details here. Multiple Attachment can be linked and then Accessed
Contact Details Tab	This is where the specific contact details go for the Client
Key Contact	Key Person you liaise with at the Client
Phone	Phone Number goes here
E-mail	E-mail address goes here
Address 1	First Lines of Address to go here
Address 2	Second Line of Address to go here
Suburb	Suburb to go here
State	Select State from the Drop Down Field
Post Code	Enter Post Code here

Creating New Jobs

Jobs relate to the Vacancies that the Client would like to fill using your Service.

Jobs Fields Explained

Field Name	Description
Job Active	Select this if you are currently recruiting for this position - Check Box
Order Date	When were you asked by your Cient to Start Recruiting for this position
Placement Date	When did you fill this position
End Date	When did the Job Close
Job Type	Is it a permanent hire or casual hire
Revenue	What is the expected revenue or actual revenue
Number of Hires	How many people are you looking to hire