Working with a Job

The Job pane is your window on the job. It shows all the information about the job and can be easily accessed by clicking on a job in the main organizational tree.

You can easily access the following job information tabs:

• Details
• Description
• Questions
• Notes
• Tracking

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Tip:

Double-clicking on the job will open the job dialog window.

Job Details tab

The Details tab shows pertinent information about the job. Any of the following pieces of information can be entered or edited in the Detail tab:

• Title
• Location
• Requisition No.
• Budget
• Terms
• Open Date
• Filled Date
• Start Date
• Preserve History (controls whether or not history data is preserved for this job)

Job Description tab

The job Description tab allows you to import, enter or edit the job description.

• To enter job description text, type it into the entry field and click Save.
• To Import job description text, click Import and select the type of file.

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Tip:

Entering the job description allows you to access it quickly and use it for future emails, bulk mails or reference.

Job Questions tab

Keep your job pre-qualification questions organized for quick access in the job Questions tab.

To enter job pre-qualification questions, type or paste into the entry field and click Save.

Job Notes tab

Record any pertinent notes about the job in the job Notes tab.

To enter notes regarding the job, type into the entry field and click Save.

Job Tracking tab

The Tracking tab allows you to set up new tracking, edit existing tracking and view tracking history.

• To record a new tracking item in the Tracking tab, click New and then select the desired tracking item in the drop-down menu.
• To view or edit a tracking item, click Open.
• To delete a tracking item, highlight it and click Delete.

The lower portion of the screen displays the job information such as Hotlist, Worklist and query statistics.

Set up a Job:

1. On the File menu, click New.
2. Select Job in the submenu.

   The "Job information" dialog window appears with the manager name and company name at the top.

3. Type the title of the job and any additional information you want to record and click Save.