First Time (No Jobs)
When you access the job menu for the first time or soon after you configure your system, you see a screen like this:
It provides two options:
Add New Job
With this option, you can add jobs one by one; this is the best option if you have ONLY a couple of jobs to add.
Copy from existing job
This will show you a blank dropdown if you are creating your first job. If you have created job(s) before, just copy a previous job to create the new one. This is very useful if you are creating a job for the same profile again.
The title of the job is limited to 200 characters
This is a designation for the job requirement. If you do not have any designation in the dropdown list or you’d like to create a job with a designation not available in the dropdown, just select ‘New Designation’ from the dropdown to create one. You can also create,edit and delete designations from Manager-> Master Data -> Designation.
Candidates while applying will review this brief description of the job. A clear and concise description is suggested, and it must be under 500 characters
This is industry for which you are creating a job. This is important only for the recruitment agency version. For business, you may select your default industry. If you don’t see it in the list, you can create a new one by selecting ‘New Industry’ (First option) from the dropdown.
This is a business area or functional area, used to match candidates for this job. You can create a new record by selecting ‘New Functional Area’ from the list.
A detailed description for candidates to review details about any Job. This may include a job profile, incentives, business, etc.
The city for the job location
The state for the job location
The country for the job location
If you like to provide a contact name with job details.
A contact email address to go along with the job details.
The phone number for candidates to call about a job (Or do you mean for recruiters to call candidates?
Click on the “Next” button if you have added all required data marked with *. If you miss any data you get an alert message.
The cancel button will cancel all data entered and will redirect you to the previous screen
If you like to assign any recruiter(s) for this job, if you are logged in the system as a recruiter, this will automatically designate you as a recruiter. It also sends a notification email to all recruiters assigned here after a job is created.
States qualifications required for the Job, this is also used to match candidates database intelligently. You can select multiple qualifications and a create new one by selecting “New Qualification.“
Hire or contract type, this is for internal information proposes only.
The main skill requirements for the job — used to match to suitable candidates?
Minimum experience required for the job. This is also used to match with suitable candidates. In the database.
Maximum experience required for the job. This is also used to match the candidates to a given experience requirement.
Other skills required for the job; internal information not available to candidates.
The start date for the job; you may also select a later date.
The last date for the job posting. This should be later than the job start date.
No. of openings
Total number of openings per job.
If a job requirement is urgent — for internal information only.
If you have an employee referral system for this job — for internal information only.
Notes if the current job opening is for internal purposes only.
If there is any Visa requirement for the job, for example, overseas jobs.
For internal use only
For internal information only
The default status of the job; you cannot change this here. However, managers and administrators can change this from Manager->Master Data->Job Status by selecting any job status as a “default.”
Receive resume via email?
This feature allows you to receive emailed resumes to the address provided. The system automatically reads the email account, parses the resume from an attachment and creates a database for the candidate.
This option is available only if you have the resume parsing feature activated. You may also need to contact your server administrator or IT department to set up an email account to which you like to receive resumes. We advise you to create a new email address for each job requirement to avoid any mixups and for security reasons.
The server address of your email account, for example, gmail.com.
Port address of your email account, this usually depends on type of email account (POP or IMAP) you have.
The type of email account you have: POP or IMAPM.
If your server requires SSL login.
Username (usually email address) required to login to email account.
If there is any additional requirement created by a manager or an administrator, you see a third tab, “Other Information” to provide additional (specific to your business) information about the job.
This will take you to the previous screen (general or additional requirements).
Save and Add New
This allows you to save or create a job.
Add and Back
With this option, your new job is created and you are sent back to the list.
Cancels entire operation and sends you back to the previous list.
This feature allows importing jobs from CSV (Microsoft Excel CSV File). You can import several jobs at a time. Please note that this feature does not work with Excel directly, you need to save an Excel file as a CSV (comma separated values).
How to save an Excel file as a CSV
- Open your Excel file.
- Go to Home and select “Save as.”
- From “Save as type” select CSV (Comma delimited).
Once you have your CSV file ready you can select “Import Jobs.”
Import Job Step 1
Select the status of the job being imported.
The industry for the job.
Please select a CSV file from your computer to upload and import.
The encoding of your CSV file. You may not need to change this, if you are not sure.
The date format of all the dates in your CSV file, please note that all dates in CSV file e.g. start date and end date, should be of the same format.
Select recruiter(s) for the jobs.
If you have imported jobs before using this interface and if you have saved the last import, you can directly select the last import from the list and quickly import the same format.
Import Jobs (Step 2)
On this screen, you can “map” the data in your CSV with the database of the system. For example, in your CSV file you may have a Job Heading and in this system we call it “Job Title”; so you can tell the system that in my file Job title is “Job heading”. You can do this by dragging a field from column A (fields in your CSV) file and dropping it over the corresponding field in column B (Database fields). You must map all the fields marked as * in column B to import data.
Please make sure that you review everything before you click on “Import Data” button, as it is irreversible.
After you click on “Import”, it will import the jobs data from your CSV file and prompt you to save the current import. If you are planning to use the same, format CSV/Excel file again to import job data again, then save this import by providing title and description. For your next import, you can directly import job data without having to map it again.