*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
-
How to add a Process record
- Add a Process from the List view
- Add a Process from the Candidate/Job sublist
-
Other ways to add
- (Open in new window) Create a Process after matching
- (Open in new window) Create a Process at the same time you send a Job to a Candidate via email
- (Open in new window) Create Processes in bulk
Overview
In PORTERS, you can manage progress after matching a Job and a Candidate at the
resource level of “Process”.
*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 database structure, see PORTERS Agent Data Structure and Menu Names - For Recruitment Agencies
or PORTERS Staffing Data Structure and Menu Names - For Staffing Agencies.
To add a Process record, you must have both the related “Job” record and “Candidate” record.
How to add a Process record
There are multiple ways to add a “Process” record.
On this page, we will guide you through
“How to create a Process from the Add New screen” and
“How to create a Process from the Candidate/Job sublist”.
For other methods, please check the separate pages shown later.
Add a Process from the List view
On the Global-Menu, click “Process” and then click “Add New”,
or click “+Add New” on the right side of the List view.
On the “Process - New” screen,
specify the related records for “Client”, “HR Contact”, “Job”, and “Candidate”.
We recommend that, within the set of fields where you specify related records, you start from the lowest-level resource.
(In this case, “Job” and “Candidate” apply. When you specify a lower-level resource, the related records for upper-level resources are automatically populated, which reduces effort.)
*You can select the target record using the magnifying-glass button. Also, by typing in the text box, candidates are narrowed down based on values that are treated as the record ID or name.
After linking “Client”, “HR Contact”, “Job”, and “Candidate”,
enter the other required fields and click “Save”.
After you click “Save”, a pop-up will appear indicating that the new record has been registered.
Add a Process from the Candidate/Job sublist
You can also add a Process from “+Add New” in
“Sublist | Process” at the bottom of the detail screen for a “Candidate” or “Job”.
Here, as an example, we will show the steps to add a new Process from the detail screen of the “Candidate” resource.
Click “Candidate ID” or “Candidate Name” to open the detail screen for the relevant Candidate.
Then, click “+Add New” in “Sublist | Process” at the bottom of the detail screen.
If you access the “Process - New” screen using this method,
the related Candidate record is already specified in the “Candidate” field.
(The Candidate record you were viewing in the previous step will be set.)
Link the “Client”, “HR Contact”, and “Job” records, enter the required fields, and then
click “Save”.
After you click “Save”, a pop-up will appear indicating that the new record has been registered.
Other ways to add
For other ways to add, please check the pages below.
- Create a Process after matching
- Create a Process at the same time you send a Job to a Candidate via email
- Create Processes in bulk