Table of Contents
Interview Defaults #
When adding an interview within a position pipeline, you have the ability to customize the fields being displayed.
- Select any position (this will affect all positions for your username)
- Choose Pipeline
- Select Action – Add as if you are adding an actual interview for a candidate
- Select the Gear Icon in the bottom left corner of the window
- Use the Default Interview Type/Status dropdown to choose which section of the pipeline you will be viewing everytime Pipeline is selected in a position. For example; if I always want to see my candidates in the Phone Screen status first I will select it from the dropdown
- Using the checkboxes choose if you would like to show/hide the various fields
- Arranged Date/Time
- Bill/Pay Rate
- Employer Options
- Feedback
- Guarantee
- Interviewer Name
- Notes
- Status Visible to Candidate/Referrer
- Use the checkboxes on the right to choose the information being written to the interview activity
- Feedback
- Guarantee
- Notes
Placement Defaults #
When placing a candidate for an open permanent position you can choose which fields are available to populate on the Add Permanent Placement screen.
- Select any position (this will affect all placements for your username)
- Choose Placements
- Select Add Permanent Placement from the dropdown on the right
- Select the Customize Gear icon from the bottom left corner of the window
- Use the checkboxes to choose which fields you would like to show/hide
- Start Date
- Placement Date
- Starting Salary
- Placemenet Fee
- Placement Type
- Fee Percentage
- Bill Rate
- Pay Rate
- Guarantee
- Mark Position Filled