The Clients module is dedicated to multi-group companies and/or employment agencies. With this functionalitit is possible to associate clients with new advertisements or selections in progress.
1. CREATE THE CLIENT
By clicking on Clients from the side menu, you can view the list of your Clients.
The Add Client button takes you to the interface for creating a new client.
After completing the mandatory fields (Type, Company name and Address) it is possible to add tracking information regarding the client, such as the VAT number (it is possible to request the activation of the control on the VAT number, so as not to create more customer master data with the same VAT number), client contacts, internal notes and billing data.
It is also possible to add any information on the client's LinkedIn and Google Jobs channels, which allow them to choose whether to show these positions on their company pages during the publication of the vacancies.
It is also possible to map the client as Prospect from the Type > Prospect field:
In this way the client will be added to the Prospect Tab of the Customer list, to allow you to manage prospects separately from acquired clients:
The new Prospect will be created in the To Be Authorized state if the creating company user's role does not include the Prospect Approval permission; in this case a user whose role includes this permission will be able to authorize the Prospect at a later time.
Otherwise the Prospect will be created directly in Authorized state.
It will eventually be possible to convert an Authorized Prospect into a Customer from the Prospect details > Convert to Client button:
NB: at the moment it is not possible to delete a client, but it is possible to deactivate it by clicking on the "Deactivate" button in the client's profile.
In this way the Client will no longer appear in the selection menus, but it will always be possible to access the history of the actions carried out for him by accessing his profile.
2. MANAGE THE CLIENT
Entering the profile of a specific Client, the information compiled when creating the profile will be displayed and, through the Tabs, it is possible to add Notes, create and view Lists of candidates, view Appointments, Files, Messages and Interview Notes assigned to the client.
- Client's Job Orders: all the Jobs Orders linked to this client are visible in this Tab. It's possible to create a new job oder by clicking on Add job Order.
Alternatively, it's possible to associate an Job Order with a client directly when creating or editing the job order. - Vacancies: the vacancies linked to the client are visible in this tab.
It is possible to link a client with a vacancy when creating or editing the vacancy > Tab 1 description > Company field - Client Roles: allows you to manage the roles that can be assigned to the client's Contacts (see section 3. Client Contacts)
- Sent Candidates: in this Tab are shown all the candidates who have been sent to this client from one of his job orders: https://inrecruiting.freshdesk.com/support/solutions/articles/14000141101-job-order
- Candidates lists: the lists associated with the customer are shown here.
It's possible to link a client to a list when creating or editing the list > Company Field - Client Contacts: contains the list of Contacts created for this client (see section 3. Client Contacts)
- Interviews: all the interviews created in the Calendar module and linked to this Client are shown here.
It is possible to link an interview to a client when creating or editing the interview > Tracking section > Company field - Messages: contains all the messages sent by Inrecruiting linked to this client in the Communication tracking section of the message > Company field
- Interview Notes: contains all the interview notes for linked to this client from the Tracking section of the interview note > Company field
- File: contains all the files attached to a Job Order or Message linked to the client.
It is also possible to upload additional files from the Add file button. - Actions: allows you to track the actions carried out on the client, tracking the date of the action and a comment in order to map the history of relevant activities and events.
The Actions list can be customized from Settings > Customizable fields > Clients > Actions.
- Client notes: allows you to detail the history of actions carried out on the client, indicating the type of activity, the contact of the client involved and a comment.
The Activities list can be customized from Settings > Customizable fields > Customers > Client notes: activities.
3. CLIENT CONTACTS
It is also possible to allow your Client to access a dedicated Inrecruiting environment, where they can view all the informations associated to their company.
To do this it is necessary to access the Client details, click on the Client Contacts button and assign the possibility of logging into the platform, by assigning a specific Role* (which must be created in advance by clicking on Client > Client Roles).
Once added the Contact informations (Name, Surname and Email are mandatory), from the Account information section > Login enabled field > you can flag Yes to activate the user's access.
The system will automatically send an email to the address in the E-Mail field with the login credentials.
You can customize the message of this notification by clicking on Customize Notification Message.
It is possible to deactivate the user's access at any time by editing the Contact > flag No in the Login enabled field.
Furthermore, when creating the client it is also possible to select a default Role for the Client Contacts from the "Roles to assign to the client" field of the client's creation form.
In this way it is possible to have the Client inherit one of the roles already configured in Settings > General Settings > General > Companu user roles management, skipping the step of creating a new specific role for the client.
