As clients in Next Steps obtain jobs outside of our Corporate Partners, we need to create that job so we can track their progress and start Retention.
This article describes how to create a job with an organization we are not in partnership with. To learn how to create a Job Listing and relate a Job to that Listing, click here.
From the Client's Next Steps Program Engagement.
1. Scroll down to Jobs.
2. Click New.
3. Select the correct Client as Contact.
4. Search for and select the correct Organization they'll be working for.
If you don't find the Organization listed, click New Account.
5. Select the correct Stage for the job.
6. Select the Employment Source.
7. Select the Industry.
8. Select the Position Vertical.
9. Enter the client's Job Title.
10. Select the Job / Placement Type.
11. Scroll down to the Job Start and End Details section.
12. Select the client's job Start Date.
13. Select the Offer Accepted Date.
14. Scroll down to the Wage, Salary, and Benefits Details section.
15. Enter the client's Starting Wage.
16. Enter the client's Starting Hours.
17. Select the Benefits the client will be receiving.
If the client has hours that are Seasonal or Variable, check the box.
18. Click Save.
The Job has been created!
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