Ability to request new jobs from the contact portal
This feature enables Contacts with the Supervisor role linked to a Customer to request new Jobs (Direct Hire, Scheduled, and Temp) directly through the Contact Portal, including Zenople mobile app, with functionality mirroring the web application. The feature streamlines job scheduling and management, reduces dependency on other systems, and enhances efficiency and communication between contacts and office staff.
Functionality
- Add Job Access and Eligibility:
- An “Add Job” action is added under the Job navigation in the Contact Portal and Zenople mobile app.
- Only contacts possessing the Supervisor contact role for the associated Customer will see and be able to use the Add Job option.
- Contacts without the Supervisor role are restricted from adding or requesting jobs.
- Job Type Selection and Form Display:
- Upon invoking Add Job, users will be prompted to select the Job Type:
- Direct Hire Job
- Scheduled Job
- Temp Job
- Based on the selection, the respective job creation form is displayed.
- Upon invoking Add Job, users will be prompted to select the Job Type:
- Job Form Requirements:
- The job form will include all required fields consistent with the web application experience.
- The Job Position field appears only if the position has exactly one active WC Code and a Rate Type other than “No Rate”.
- Jobs are created with an initial status of "Request".
- Document Attachment Handling:
- If a job request includes document attachments, these documents are visible on the web application under the "Documents" sub-navigation of "Others" for that specific job.
- Notification and Email Alerts:
- When a new job is requested via Contact Portal, an email notification is automatically sent to all office staff users with the Account Manager user role associated with the relevant Customer.
- The email template used for notifications is configurable via the designated option property.
- The email notification feature supports the current Email Template selection configured at the office level.
- Security and Roles:
- Strict role-based access ensures only authorized Supervisors can add or request jobs.
- UI elements for adding jobs are hidden/disabled for users without the Supervisor role.
Note: For the future enhancement we will be including RT rate, OT rate, and posted date in the card view as well.