You can make changes to the workflow settings of your permanent jobs when necessary.
In this guide, we'll run through how to create custom fields, manage how you handle compliance, control candidate ownership, and manage your permanent sales.
To find your Permanent Workflow settings, click the cog icon in the top menu section of the page. Then, select Job Configuration from the drop down menu.
In the Job Configuration section, click on Permanent Workflow.
Click the links below to jump straight to a section or keep scrolling.
In the Job Summary section, you can pick which fields are enabled on the Summary of a Job, enable Job Authorisation and choose whether Sales Markup is mandatory.
Customise your fields
As well as picking which fields are enabled, you can edit them and decide if any should be mandatory.
The fields available to you are:
Job Type - This will always be set to 'Permanent' in the Permanent Workflow
CV Deadline - Sets the deadline for sending CVs to Hiring Managers or the closing date for applications
Job Source - Record where/how each job was sourced
Team - Allows permanent jobs to be grouped by a team or discipline i.e. Commercial, Construction or M&E
Subject To - Add anything additional you require for a successful placement i.e. References or mandatory qualifications. This field is filled in at the Offer stage.
Authorisation on Job
Choose Super Users or Compliance Users who will be responsible for checking company details before jobs can be actively worked. They will receive an email whenever a new job is created.
Have a look at the Company Compliance page to find out how to get the most out of this feature.
Choose to make Markup and Salary mandatory on the job.
Need something not listed? Find out how to create your own custom fields on the Properties settings page.
In the Offers section, you have some options to customise the offer stage of your permanent job workflow.
Authorisation on Offer
Choose Super Users or Compliance Users who will be responsible for authorising job offers. They will receive an email whenever a new offer is created.
Restrict Placement Action
Enabling this setting means that only Super Users or Compliance Users will be allowed to place candidates. This setting is only available when Authorisation on Offer is enabled.
Have a look at the Candidate Compliance page to perfect your Candidate compliance.
Candidate - This controls whether an email is sent to the Candidate when an Offer is created
Contact - This controls whether an email is sent to the Contact when an Offer is created
You can choose to enable a pop-up which allows you to unsubscribe your candidate from future marketing emails, SMS and job alerts at the offer stage of the job workflow.
In the Placements section you have some options to customise the placement stage of your permanent job workflow.
Decide whether you would like your Permanent sales to appear in your sales figures on the Placement Date or Start Date.
You can choose to enable a pop-up which allows you to unsubscribe your candidate from future marketing emails, SMS and job alerts at the placement stage of the job workflow.
Not-editable placement fields
Selecting any of the fields listed here will lock editing for everyone besides Super-Users and Compliance Users.
You can choose to give placement ownership to the Job owner or the User who makes the placement (sales figures and KPIs will also be assigned to this user).
When this setting is enabled, the Placement Owner will also become the Candidate Owner.
You can set a period of time for the status of a placed candidate to automatically change from 'Happy in Current Position' to 'Passively Looking'.
The default time period is 2 years but you can customise this for a period of days, weeks months or years.
You can also customise the length of time a candidate will appear in the Probationary Review quick links section of the dashboard.
The default time period is 3 months, but this can be changed to a period of days, weeks, months or even years.
When you make a change to this setting, with will affect future placements, not currently existing ones.
If this setting is enabled, then adverts will close when the Job is placed or closed.
Authorisation check for Terminations
Choose Super Users or Compliance Users to be notified anytime changes are made to Terminations.