Difference between revisions of "Clients-adding-clients"
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==Adding New 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. | + | 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=== | ===Creating Client=== | ||
| Line 10: | Line 10: | ||
# Select the <b>Save</b> button. | # Select the <b>Save</b> button. | ||
<b>Mandatory fields are marked in bold, the question will not be saved unless mandatory fields are filled in first.</b> | <b>Mandatory fields are marked in bold, the question will not be saved unless mandatory fields are filled in first.</b> | ||
| + | <br><br> | ||
| − | Clients.jpg | + | [[File:Clients.jpg]] |
| − | === | + | |
| + | ===Client Fields and Contact Details Tab Explained=== | ||
<table border="1" width="700px" id="table3" cellspacing="0"> | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
<tr> | <tr> | ||
| Line 19: | Line 21: | ||
<td width="484"><b><font face="Arial" size="2">Description</font></b></td> | <td width="484"><b><font face="Arial" size="2">Description</font></b></td> | ||
</tr> | </tr> | ||
| − | |||
| − | |||
| − | |||
| − | |||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Client Name</td> |
| − | <td width="484">The | + | <td width="484">The Clients Name - This is a Mandatory Field</td> |
</tr> | </tr> | ||
| − | + | <tr> | |
| − | <td width="206"> | + | <td width="206">Client Contracts</td> |
| − | <td width="484"> | + | <td width="484">You can Link Client Contract Details here. Multiple Attachment can be linked and then Accessed</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Contact Details Tab</td> |
| − | <td width="484"> | + | <td width="484">This is where the specific contact details go for the Client</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Key Contact</td> |
| − | <td width="484"> | + | <td width="484">Key Person you liaise with at the Client</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Phone</td> |
| − | <td width="484"> | + | <td width="484">Phone Number goes here</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">E-mail</td> |
| − | <td width="484"> | + | <td width="484">E-mail address goes here</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Address 1</td> |
| − | <td width="484"> | + | <td width="484">First Lines of Address to go here</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Address 2</td> |
| − | <td width="484"> | + | <td width="484">Second Line of Address to go here</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Suburb</td> |
| − | <td width="484"> | + | <td width="484">Suburb to go here</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">State</td> |
| − | <td width="484"> | + | <td width="484">Select State from the Drop Down Field</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Post Code</td> |
| − | <td width="484"> | + | <td width="484">Enter Post Code here</td> |
</tr> | </tr> | ||
| + | </table> | ||
| + | <br> | ||
| + | <br> | ||
| + | |||
| + | ===Creating New Jobs=== | ||
| + | |||
| + | Jobs relate to the Vacancies that the Client would like to fill using your Service. | ||
| + | <br> | ||
| + | <br> | ||
| + | ===Jobs Fields Explained=== | ||
| + | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td> | ||
| + | <td width="484"><b><font face="Arial" size="2">Description</font></b></td> | ||
| + | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Job Active</td> |
| − | <td width="484"> | + | <td width="484">Select this if you are currently recruiting for this position - Check Box</td> |
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206">Order Date</td> | ||
| + | <td width="484">When were you asked by your Cient to Start Recruiting for this position</td> | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Placement Date</td> |
| − | <td width="484"> | + | <td width="484">When did you fill this position</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">End Date</td> |
| − | <td width="484"> | + | <td width="484">When did the Job Close</td> |
| − | + | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206 | + | <td width="206">Job Type</td> |
| − | <td width="484 | + | <td width="484">Is it a permanent hire or casual hire</td> |
| − | + | ||
| − | + | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"> | + | <td width="206">Revenue</td> |
| − | <td width="484"> | + | <td width="484">What is the expected revenue or actual revenue</td> |
</tr> | </tr> | ||
| + | <tr> | ||
| + | <td width="206">Number of Hires</td> | ||
| + | <td width="484">How many people are you looking to hire</td> | ||
| + | |||
</table> | </table> | ||
| − | + | ||
| + | [[File:subscribehr_logo.gif]] | ||
Latest revision as of 04:44, 25 March 2011
Contents
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
- After logging into the Subscribe-HR.
- Select the Recruitment Module.
- Select the Clients Folder
- Select the Create button.
- Fill in the fields.
- 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 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 |
