Creating the Job
1
Open the Jobs section
Go to Jobs in the main navigation.
2
Start a new job
Click Create to open the job creation form.
3
Enter the job title
Type the job title — this is the only required field. Make it specific enough to be meaningful (e.g. “Senior React Engineer – London” rather than just “Engineer”).
4
Link a company
Search for an existing company in the Company field, or create a new one inline. Linking a company is recommended but optional — you can come back and add it later if needed.
5
Fill in optional details
Complete as many of the following fields as you have information for:
6
Complete any custom fields
If your admin has configured custom fields for jobs — such as fee percentage, job reference number, or industry sector — fill those in now.
7
Save the job
Click Save. The job record opens immediately so you can continue setting it up.
After Creating the Job
A newly saved job is live and ready to use, but a few extra steps will set your team up for success:Assign Team Members
Open the Assignments section to add the recruiters and account managers working this role. Assigned users see the job in their personal view and Researchers only see jobs they’re assigned to. See Assign Team Members.
Add Briefing Notes
Use the Notes tab to capture the client brief, must-have requirements, or anything else your team needs to know when sourcing for this role.
Upload Job Specs
Attach the client’s job description, briefing document, or any supporting materials in the Attachments tab so the whole team has the same reference point.
Jobs default to Open status on creation. You can change the status at any time from the job detail view by clicking the status badge. See Job Statuses for a full explanation of each status.