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Rejections

Rejecting a Candidate: Drag and Drop Method Rejecting a Candidate: Manual Placement Status Update Method 1. Click Into an Open Job Find your Shortlist tab to start your candidate vetting proce...

Sending Offer Email

Sending an offer email to a candidate from a shortlist ...

How to Place a Candidate Contract/Perm

How to Place a Candidate Contract/Perm 1. Place a Candidate On Assignment In the shortlist of an open job, hover over the candidate and select the cog to enter into their placement record: ...

Sending Placement Confirmation to Candidate/Internal Contact

Sending Placement Confirmation to Candidate/Internal Contact 1. Sending Placement Confirmation to Candidates Select the drop down option next to the candidate's name Select Send Email to Candidat...

Creating an Extension

Creating an Extension *Note: If you utilize Timesheets, do not create an extension until all time has been entered with the previous rate. There are a few different ways to create extensions. ...

Placement Status Notes Type Ahead

Placement Status Note Type Ahead 1. Under Tools & Settings > Placement Settings > Make sure to add Placement Record Status Notes before trying this option 2. Once added, click into the placement r...

Updating Job Dates and Values From Placement Record

How to update the Job record Dates & Fees within a Placement record ...

Placement Extension Versions

In the scenario where a candidate needs to be extended on a job (and you aren't using Tracker timesheets) and you may need to update the placement details, follow the below instructions: Full Exten...

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