*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.
Database Structure
About the Data Hierarchy Structure
The PORTERS database is divided into multiple resources, and the relationships between these resources can be represented as a hierarchical structure. (Each record always belongs to one of the resources.)
For example, job-related resources consist of three levels, while candidate-related resources consist of two levels.
The List View in PORTERS is separated by resource, and you can access each resource’s List View from the Global-Menu (the black menu bar at the top of the screen).
To effectively manage data using various PORTERS features, understanding this database hierarchy is essential. Please keep this in mind.
About Job-side Data
The hierarchy of job-side resources consists of, from top to bottom, [❶ Client] – [❷ HR Contact] – [❸ Job].
Records in lower layers must be linked to a record in the upper layer.
Therefore, a [❸ Job] record must be linked to one of the [❷ HR Contact] records.
A [❷ HR Contact] record must always be linked to one of the [❶ Client] records.
About Candidate-side Data
The hierarchy of candidate-side resources consists of, from top to bottom, [❶ Personal-Data] – [❷ Candidate].
Records in lower layers must be linked to a record in the upper layer.
Therefore, a [❷ Candidate] record must always be linked to one of the [❶ Personal-Data] records.
Rules for Adding and Deleting Records
Records in lower layers are linked to records in the upper layers.
When creating a lower-layer record, the corresponding upper-layer record must already exist.
In other words,
records must be added starting from the upper layer.
When deleting records,
there must be no lower-layer records linked to the record you want to delete.
(If this condition is not met, a message indicating that deletion is not allowed will be displayed.)
records must be deleted starting from the lower layer.
Example: Adding a Job Record
To add a Job record, an HR Contact record to link to is required.
To add an HR Contact record, a Client record to link to is required.
Therefore, when you need to newly add a Job record and its related records,
records must be added in the following order:
[❶ Client] → [❷ HR Contact] → [❸ Job]
Example: Deleting a Client Record
To delete a Client record, all linked lower-layer records (e.g., HR Contact records) must first be removed.
To delete an HR Contact record, all linked lower-layer records (e.g., Job records) must first be removed.
Therefore, when a Client record and its related records exist,
records must be deleted in the following order:
[❸ Job] → [❷ HR Contact] → [❶ Client]
UI Layout
Top Screen Layout
This is the layout of the top screen displayed immediately after logging in.
*In environments where the New Dashboard is enabled, the top screen is not displayed depending on the user.
① Company ID
This is the Company ID of the PORTERS environment you are currently logged in to.
② Mail Icon
Clicking this opens the logged-in user's User Mailbox.
③ Quick Search
You can search records within the specified resource. The filter settings are simplified. (For details, please refer to here.)
④ Notifications / Customization / Calendar
The bell icon opens the Notifications screen. The gear icon opens the Customization screen. The calendar icon opens the Calendar screen.
⑤ Other Operations
Navigates to the Calendar screen. (Since this screen displays the Global-Menu, which serves as the starting point for many operations, you will likely click this frequently.)
⑥ Saved Search Conditions
Displays some of the saved search conditions for the Job and Candidate resources. Shared Search Conditions are prioritized, and up to 8 items are shown.
⑦ Cumulative Totals
Displays cumulative totals from the Dashboard.
⑧ Media Integration
Opens the login page for PORTERS IMEX. (Use of IMEX requires an optional contract.)
⑨ Reports
Up to five recently accessed items from the Report feature are displayed.
⑩ Commuting Time Matching
Opens the management screen for Commuting Time Matching. (This feature requires an optional contract.)
⑪ Help & Support
Opens the training application form and this help site.
Header Area Layout
This is the area above the Global-Menu, displayed as a black bar at the top of the screen.
Each element is explained below from left to right.
Left-side Elements (Blue frame in the image above)
-
PORTERS Logo
Clicking this navigates to the Top Screen or the New Dashboard screen. Depending on the window width, it may be automatically hidden. -
Company Name (Logged-in Company ID)
This indicates the PORTERS environment you are currently logged in to.
Center Elements (Yellow frame in the image above)
-
Quick Search
Allows you to run a simplified search by specifying filter conditions. Select the target List View from the dropdown on the left.
Right-side Elements (Red frame in the image above)
-
Bulk Task Status Icon
Indicates bulk tasks that are currently running or have completed. Click the icon to review execution status and results. -
User Name
Displays the name of the logged-in user. Clicking it opens the user menu. -
Mail Icon
Clicking this opens the User Mailbox. -
Calendar Icon
Clicking this navigates to the Calendar screen. -
App Icon
Clicking this opens the App Menu.
*When accessing app screens, always navigate from [App List]. Accessing an app directly from the App Menu may cause the app to function incorrectly. -
Settings (Gear) Icon
Opens menus related to settings and customization for the logged-in PORTERS environment. Only users with the System Administrator user type can access the destination screens. -
Help Icon
Navigates to the PORTERS Help page.
Global-Menu Layout
This is the black menu bar displayed at the top of the screen.
It serves as the starting point for many operations in PORTERS, such as searching and adding new records.
The leftmost icon navigates to the Dashboard screen.
Other menu items can be customized by System Administrator users, including their names, order, and visibility.
Each menu item represents a List View. Clicking it displays related functions, Search Conditions, and recently added or viewed records in a dropdown.
① Search
Opens the Search Condition editing screen.
② New
Opens the screen for adding a new record.
③ Saved Search
Displays up to 20 saved search conditions. Shared Search Conditions are displayed with priority.
④ Recently Accessed
Displays up to 20 records most recently added or viewed by the logged-in user.
⑤ Import
Opens the Import function.
List View Layout
On the left side, there is a collapsible List-View-Side-Menu (light blue frame in the image below).
The central area displays Search result in a table format (red frame).
Above it, various display options and buttons are arranged (yellow frame).
*The layout of columns (corresponding to fields) displayed in the List View can be customized by System Administrator users.
For details about each element and function in the List View, please refer to Functions & Structure / List View .
Detail View Layout
Clicking the ID or title-like field values of a record displayed in the List View opens the Detail View.
In the Detail View, you can review the data contained in the record and access functions to perform actions on that record.
Sublist
At the bottom of the Detail View, there is a Sublist area that displays related records linked to the current record.
By clicking the sticky-note-style navigation displayed at the center of the left edge of the screen, you can jump to the display position of each Sublist.
For details about each element and function in the Detail View, please refer to Functions & Structure / Detail View & Sublist .
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