*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
Overview
PORTERS manages candidate-side information using a two-tier resource structure: "Personal-Data" and "Candidate".
For details on the database structure, please refer to PORTERS Agent Data Structure and Menu Names - For Recruitment Agency Business
or PORTERS Staffing Data Structure and Menu Names - For Staffing Business.
When adding candidate information, first add a first-tier "Personal-Data" record, and then add a second-tier "Candidate" linked to it.
Add New "Personal-Data"
One typical way to add a Personal-Data record is to click "Personal-Data" in the Global-Menu (the black menu bar at the top of the screen) and then select the "+Add New" menu.
Alternatively, you can start from the Add New Candidate screen and create a new Personal-Data record in parallel.
On this page, we introduce the latter procedure, which is likely to be used in many cases.
First, in the Global-Menu (the black menu bar at the top of the screen), select "+Add New" from the "Candidate" menu.
You have accessed the Add New Candidate screen.
First, you need to create the linked Personal-Data record, so perform the following steps.
Click the "+" button in the "Personal-Data" field.
The Add New Personal-Data screen appears, so enter the required information and save.
Add New "Candidate"
Return to the Add New Candidate screen. In the "Personal-Data" field, the Personal-Data record you added in the previous step is specified as the link target.
Enter the other required fields and save.
You will return to the screen you were on immediately before accessing the Add New Candidate screen.
If you want to confirm the added Candidate in the list view, select "All Candidates" from the "Candidate" menu.
When creating a new record, the Duplicate Check / Merge feature runs.
If the "Duplicates found" button appears, perform a Merge as needed.
Also, if you want to attach files to the added Candidate record or create a Document,
please refer to Attachments / Document Creation.