Registering Job Client Information / Job Records

*This page was machine-translated from Japanese and may contain inaccuracies.

• Overview
• Add a New “Client”
• Add a New “HR Contact”
• Add a New “Job”
• How to add the higher-level records that will be linked when adding a new “Job”

Overview

The PORTERS database contains many Resources, and each Resource handles data with different characteristics. Among the Client-side Resources, the three foundational Resources are “Client,” “HR Contact,” and “Job.” (There are other related Resources, but they are omitted here for simplicity.).

*Note : In the image below, the resource “HR Contact” is displayed using a different label (for example, Recruiter).

*This image shows the screen in Japanese.

For details on the PORTERS data structure, please check the following pages.

• PORTERS Agent　Data Structure and Menu Names　- For Agency businesses
• PORTERS Staffing　Data Structure and Menu Names　- For Staffing businesses

When adding records, you need to register them in order from the higher level.
For example, the “Job” Resource corresponds to the 3rd level.

When adding a “Job” record, you must link it to an existing “HR Contact” record. Similarly, when adding an “HR Contact” record, you must link it to an existing “Client” record.

For example, suppose you need to add a “Job” record, and the following situation occurs.

• The “HR Contact” record that should be linked to the “Job” record you want to create does not exist.
• The “Client” record that should be linked to the “HR Contact” record you need to create also does not exist.

In such a case, you need to add records in the following order: “Client” → “HR Contact” → “Job”.

Add a New “Client”

First, to add a new “Client” record, click “Client” in the Global-Menu, then click “Add New”.

When the screen labeled “Client - New” opens in the upper-left, enter the required information and click [Save].

After clicking [Save], a popup will appear on the screen you were viewing just before, indicating that the new record has been added.

To display the newly added record, click “Client” in the Global-Menu, then click “All Clients”.
In “All Clients”, the list is displayed in order of the most recently updated data.

Add a New “HR Contact”

In the Client list, click the Client name shown as the title to open the detail screen.
From the sub-list at the bottom of the detail screen, click [+Add New] for “HR Contact”.

You will be taken to the “HR Contact - New” screen, where you can enter the required information.

In addition, existing “HR Contact” records linked to this Client will be displayed in the area on the right side of the “HR Contact - New” screen. By checking them before proceeding, you may be able to avoid registering the same person twice. (If no existing “HR Contact” records exist, “No records found.” will be displayed.)
Enter the required information and save it.

After saving is complete, the “HR Contact - New” screen will close and you will return to the screen you were on just before.

As with adding a new “Client”, a popup will appear indicating that the new record has been added.

Add a New “Job”

From the sub-list on the Client record detail screen of the Client where you want to create (i.e., link) the Job record, click [+Add New] for “Job”.

If you open the New record screen from this path (i.e., opening the new screen from the Client sub-list), the record New screen will already have this Client record set as the default linked value.
Since you also need to specify the linked HR Contact record, click the magnifying-glass button for “HR Contact” and select it.
Then, enter the other required information and save.

When adding a new “Job”, a popup will also appear indicating that the new record has been added.

Note that the following operations related to this Job record are performed after saving the record.

• Save attached files.
• Create a Job Sheet (PDF). For operation details, please check Attachments / Document Creation.

How to add the higher-level records that will be linked when adding a new “Job”

When adding a new record for a lower-level item such as “Job”, there is also a way to add the higher-level records to be linked in parallel. A typical procedure is as follows.

1. From “Job” in the Global-Menu, click “Add New”.

2. For fields used to link to higher-level records such as “Client” and “HR Contact”, you can add a new record of the corresponding Resource from the [+] button.

Because data must be added in order from the higher level, first click the [+] button of the “Client” field (the top-level Resource) to add a new Client record.

3. Enter the required information and save the “Client”.

4. Return to the Job New screen.
You can see that the Client record you just added is specified as the value of “Client”.
Next, click the [+] button for “HR Contact” and add a new HR Contact record as well.

5. You will be taken to the “HR Contact” New screen. Enter the required information and save it.

6. Return to the Job New screen.
You can see that the HR Contact record you just added is specified as the value of “HR Contact”.
Finally, enter the required information for this Job record and save it.

In the same way, a popup will appear indicating that the new record has been added.