Process: Create a New Placement Record

Introduction

Users can create Placement Records within the Ready Recruit product.

 

Follow the steps below to add a New Placement Record to the Ready Recruit product!

 

Creating a Placement Record

Placement Records can be created from Companies or straight from the dashboard

 

Dashboard

From the left-hand side navigation panel click on New Placement

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The New Placement modal will appear with the following fields

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Vacancy

  • Direct Application - Select this option if there is no Vacancy record
  • Select Vacancy - Select from the drop-down list of existing Vacancies within your site

Company - search field populates with all companies in your Ready Recruit site. Begin typing the companies name and select

Candidate - search field populates with all candidates in your Ready Recruit site. Begin typing the candidate's name and select

Qualification - search populates based on the qualifications stored under the candidate selected

Host start date - select from calendar
Host expected end date - select from calendar

Once details have been entered click 

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If the Placement was a Direct Application the user will be directed to the Placement Profile Page!

If the Placement was created from an existing Vacancy, the placement will need to be confirmed to create a 'current' placement. To do this, click on

 

The Vacancy will now be converted to a Placement!

 

Company

 

Navigate to the Company Record

 

 In the taskbar click

 

Select Placement from the drop-down

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The New Placement modal will appear with the following fields

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Vacancy

  • Direct Application - Select this option if there is no Vacancy record
  • Select Vacancy - Select from the drop-down list of existing Vacancies within your site

Candidate - search field populates with all candidates in your Ready Recruit site. Begin typing the candidate's name and select

Qualification - search populates based on the qualifications stored under the candidate selected

Host start date - select from calendar
Host expected end date - select from calendar

Once details have been entered click 

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If the Placement was a Direct Application the user will be directed to the Placement Profile Page!

 

If the Placement was created from an existing Vacancy placement will need to be confirmed to create a 'current' placement. To do this, click on

If an application for an existing Vacancy already exists, this can be converted to placement by reviewing this article

 

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