Add Scheduled Job From Contact Portal
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Add Scheduled Job From Contact Portal

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Article summary

Add Scheduled Job from Contact Portal

The “Add Scheduled Job from Contact Portal” feature allows contacts with the "Supervisor" role in the Contact Portal to create Scheduled Jobs. By adding Scheduled Job as an option in the Job Request Type field, users can easily manage these job types similarly to Temp and Direct Hire (DH) jobs.

Preconditions

Job Request Type Field in Service Profile: Select Scheduled Job as an option in the Job Request Type dropdown within the Service Profile settings.

Role-Based Access: Only Contacts with the Supervisor role can view and access the Scheduled Job option in the Contact Portal.

General Workflow

New Job Request - Scheduled Job: In the Job Type > New Job Request field, users will see Scheduled Job as an option alongside other job types in the Contact Portal.

Scheduled Job Form with Stepper Layout: Upon selecting Scheduled Job, a form will open in a slider view, the Add Schedule form will be included, allowing users to define schedules for the job. The form fields are limited to the following for simplicity:

  • Worksite Address
  • Job Position
  • Upload (for attachments or documents)
  • Description
  • Note
  • All other job information will be pre-populated based on predefined settings.
  • Job Position Dropdown:

Postconditions

Status of Scheduled Jobs: Scheduled jobs created from the Contact Portal will have a default status of Request.

Email Notifications: Office staff will receive email notifications upon the addition of a Scheduled Job, using the “Job Added By Contact Email Template” option property for email formatting.

Job Status Update: Users can update the job status from Request to their required status after verification.


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