Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
quick_guides_5 [2013/04/09 14:38] – barbara | quick_guides_5 [2022/06/02 15:07] (current) – Catherine Riddell | ||
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Open the Temp Desk the vacancy is to be managed from. | Open the Temp Desk the vacancy is to be managed from. | ||
On the default view use the Add button – a quick wizard will open. | On the default view use the Add button – a quick wizard will open. | ||
- | {{:add_vacancy_from_temp_desk.jpg|Adding from a temp desk}} | + | {{ ::addvac.png? |
Enter the job title and change the source if the default is not accurate. | Enter the job title and change the source if the default is not accurate. | ||
- | Select the client from the default list showing (will show if you havea stored selection of contacts that is called 'Temp Regulars' | + | Select the client from the default list showing (will show if you have a stored selection of contacts that is called 'Temp Regulars' |
==== From a Contact Event ==== | ==== From a Contact Event ==== | ||
- | A Contact Event made with a Company Contact has a button to the top right of the screen 'New Vacancy' | + | A Contact Event made with a Company Contact has a button to the top right of the screen 'New Vacancy' |
+ | {{::ce_vacancy.png?nolink|}} | ||
==== From a Company Record ==== | ==== From a Company Record ==== | ||
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* Make a Contact Event to record how the vacancy was received. If you originally added the vacancy from a contact event this contact event will be saved against the vacancy already. | * Make a Contact Event to record how the vacancy was received. If you originally added the vacancy from a contact event this contact event will be saved against the vacancy already. | ||
- | **Temp Vacancies**\\ \\ Select the Rate Scheme or enter the rates manually if they are not available in the drop down selection. Add AWR rates if you have them at this stage and they are not already written in the rate scheme. | + | **Temp Vacancies**\\ \\ Select the Rate Scheme or enter the rates manually if they are not available in the drop down selection. Add AWR rates if you have them at this stage and they are not already written in the rate scheme. |
+ | ^Vacancy screens^ | ||
+ | |Position |Position or Job Title| | ||
+ | |No. of Posts |The number of posts needed to fill this vacancy| | ||
+ | |Their Ref / PO Number |The Reference of Purchase Order from the client. Will also control how timesheets are grouped on invoices. If this is entered after a Placement has been made, the Placement must also be updated, as it will have picked up blank fields| | ||
+ | |Dates |Expand and enter the Start date and, as appropriate, | ||
+ | |Salary |For Perm vacancies - add the base salary rate. For a range use the Questionnaire Item below for max salary| | ||
+ | |Pay/Charge |For Temp vacancies - this will be filled from the Rates tab| | ||
+ | |Status/ | ||
+ | |Department/ | ||
+ | |Notes |Use the notes field on the top right to enter the main information about the vacancy, so it is instantly visible| | ||
+ | Go back to [[3_quick_guides|Getting Started]] |