Ways to enter Jobs into Sendouts
Last modified: November 19, 2012 by Michelle
1. From within Sendouts
The BEST way to enter jobs into Sendouts is from the record of the Company Contact who issued the job. For this reason, you want to be sure to have the Company Contact record in Sendouts before entering any jobs that person gives you.
- Jump to the Company Contact Module
- Locate the record of the Company Contact who issued the new job (if you do not have the CC entered, you can create the new CC before creating the JO)
- Once located, double-click to open the Company Contact’s profile
- Jump to the Associated Records Anchor
- Within the Associated Records Anchor, locate the Job Orders section
- Click the Add New icon
- Apply a Template
- Enter the new JO information into the form. The Red fields are required.
- You will automatically be redirected to the newly created profile for further editing
Manual Entry (Add)
Use the Manual Entry method if you do not have a Job Description to parse into Sendouts. Using this method will allow you to enter some basic job order info to create a record without an actual Job Req. A job order will be created, but there will be no information other than what you indicate on the Add New form. You will need to go back and manually enter the job description into the Job Summary box, along with any other job specific info when you receive it.
Parse From Text
Use the Parse From Text option if you need to copy and paste a job description into Sendouts. Using this method will allow you to bring a Job Req over into Sendouts from anywhere you can copy it from. The information in the job description will be parsed and a new record will be created based on the job description.
Parse From File
Use the Parse From File option if you have the job description saved on your computer hard drive or another folder on your computer. Using the method will allow you to bring in a Job Req if you frequently use the same job description with different issuing Hiring Managers. The information in the job description will be parsed and a new record will be created based on the job description.
2. From the Outlook Integration
Note: If you are using Outlook 2010 or newer, your buttons will be located in the Add-Ins ribbon, and may look slightly different than our Outlook 2007 example. Functionality remains the same.
Parse JO Button
- You’ll need to associate this job with either a CC or a CO within your database, depending upon who you received this job from. You can use our type ahead searching functionality to search for the associated records.
- Select a Template from the drop down box to be applied to this New Job
- Fill out the rest of the desired fields and click OK.