Adding a new job

Instructions

To add a Job, please follow the steps below using either option

Note:  To add and save a new job, you must link the job to a contact

Option 1 - Adding a job from the Jobs/Requirements folder

  1. Click on 'Jobs/Requirements' folder in the folder list to the left.
  2. Click on the ‘New’ button on the top
  3. Fill out the fields desired on the new job form
  4. Click on the drop down box in the ‘Contact’ field
  5. A new window will open allowing you to search for contacts
  6. Find the contact or hiring manager associated with this job
  7. Click ‘OK’
  8. Click ‘Save & Close’ to add the new job
Option 2 - Adding a job from the Contacts/Clients folder
  1. Click on the 'Contacts/Clients' folder in the folder list to the left.
  2. Right Click on the contact and select ‘Add a New Job to the Selected Contact’.
  3. A new window will open where you can fill out the job details
  4. Fill out the fields desired on the job form
  5. Click ‘Save & Close’ on the top left to save the job

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