You need to add a client in Talenture RS using the New Client option from the mega menu. A Client object tracks all client company details as part of recruitment process and includes basic client details, locations, contractual info as well as candidate submittal options.
When you create a new Job you will need to link it with a Client object.
You can add clients as leads or current clients indicating their status as part of your business development cycle.
The client object provides a single place for maintaining all client-related information, track the business development part of recruitment and easily track prospects until their conversion to acquired clients.
Client Documents
You can also add files related to the client organization when creating a client. These can be maintained under multiple file categories. You can create your own file categories for clients from the Administrator login.
So for example, you can create file categories such as Client Industry Related under which you can add documents related to the client’s domain, Contractual Details under which you can maintain all documents related to your contract with the client and so on.
Access
Access to the Client information as well as actions related to it is controlled by permissions configured by the administrative user.
Related Functionality
You need to use the Contacts object to store details related of contact persons at the client companies such as HR team members etc. who act as your points-of-contact for job requirements.
Communication with Clients is done via the Contacts that you link with clients. This is done via the ‘New’ -> Contacts option from the mega menu.
A Contact contains the email-id (among other details) of the contact person at the client side, which is used for all communications with the client. You can link multiple Contacts to the same client.
Common Tasks
- Add a new client
- Add a client lead
- Add multiple locations for a client
- Add related documents for a client
- Edit a Client
1. Add a new client
Follow these steps for creating a new client:
- Point to the New Mega Menu option and click on Client, the New Client page will come up.
- Enter the client name in 'Company Name'
- Specify the client type i.e. 'Lead', 'Current' or 'Inactive'.
- Tick the 'Allow ORF Collaboration' checkbox in case you want to enable external access to Talenture RS for users from the client side using the Open Recruitment Framework (ORF) of Talenture RS.
- Specify the options for candidate submittal such as resume forwarding format, candidate tracker format etc.
- Tick the 'Remove Contact Info.' checkbox to enable automatic removal of a candidate's contact details from a resume file during submittal to the client.
- Click 'Save' to create the client.
2. Add a client lead
You can maintain details of clients at initial or advanced stages of your business development process by categorizing then as leads or established (current) clients. To add a client lead:
- Follow the steps for adding a client as given in <task-link>.
- In the 'Type' drop-down select 'Lead'.
3. Add multiple locations for a client
- In main Workbench, expand 'Business Relationships' data folder, expand 'Clients' under it and click on 'Current'.
- From list pane click the client name for whom to make this setting.
- In detail page of client, from the 'Office Locations' section, click on the 'New' link.
- Enter the location details and click 'Save'.
- Repeat previous 2 steps for each location.
4. Add related documents for a client
- In main Workbench, expand 'Business Relationships' data folder, expand 'Clients' under it and click on 'Current'.
- From list pane click the client name for whom to make this setting
Under the Organization File category you can add resume files for the client.
- Select 'Organization Profile' in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files (if available).
Under the Attachment Files (Other) category you can add additional files related to the client such as contractual documents, client domain etc.
- Select the category under which to add a file in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files.
- Click the Save button when done.
5. Edit a Client
- In main Workbench, expand 'Business Relationships' data folder, expand 'Clients' under it and click on 'Leads' or 'Current'.
- In the list of clients in the right-pane click on the client to edit. The detail page of the client will come up.
- Make the desired changes and click on 'Update' to save the changes.
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