Client Services Salesforce

Creating a Job

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As clients obtain jobs outside of Next Steps, we need to create that job so we can track their progress, track

This article describes how to create a job with an organization we are not in partnership with. To learn how to create a job in Next Steps, click here.

From the Client's Program Engagement.

1. Click 💼 New Job.

2. Enter the Job Title.

3. Select the Organization.

If the Organization is not yet in our system, click here to learn how to create it.

4. Enter the Start Date.

5. Enter the Starting Wage (per hour).

6. Enter the Starting Hours (per week).

7. Select any Benefits the client may have.

If the client will receive no benefits, select No Benefits.

8. Enter in any additional information necessary for tracking campus transportation, like Job Street Address, Supervisor Name, and Work Schedule.

9. Scroll down.

10. Select whether it's a Staff-Approved job.

A Staff-Approved Job must be a Full-Time Job of at least 32+ hours per week, a minimum of $13 an hour, less than an hour commute one way, and be first or second shift.

11. Click Save.

The Job has been created!

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