Creating jobs
Open a vacancy, set its commercial terms, and link the client and owners.
A job is a vacancy you're working for a client. It carries the brief, the commercial terms, the pipeline of candidates, interviews, advertising channels and inbound applicants.
Creating a job
- Open Jobs in the sidebar and click Add job — or create from the company page's Jobs tab to pre-link the client.
- Choose Upload brief or Paste text to have AI fill in the form from the client's brief for you to review, or Enter manually for a blank form.
- Give it a Job title and link the Client company.
- Fill in the brief and details (all editable later on the job's Details tab).
Key job fields
| Field | Notes |
|---|---|
| Status | Where the job stands — e.g. Open, On hold, Filled. Closing a job asks for a Closed reason so your reporting shows why business was won or lost. |
| Owner / account manager | Who runs the role and who owns the client relationship. Owners receive notifications for inbound applicants and AI suggestions on the job. |
| Priority | Configurable priority levels to triage your job list. |
| Employment type | Full-time, Part-time, Contract or Internship. |
| Fee type & terms | How you bill — percentage, fixed, hourly margin or retained — feeding placement reporting. Everyone who can open the job sees its fee terms; the fees recorded on its placements are limited to people with finance access (see Fees, aftercare & billing). |
| Exclusivity | Whether you hold the role exclusively — useful for prioritisation and reports. |
| Description | The internal brief. The advertised copy can differ — see Publishing jobs. |
The job page
Tabs on a job are Pipeline (the candidate board and table), Details, Interviews, Matching (AI shortlist), Advertising, Client portal (when your workspace has it), Lists, Tasks, Notes, Calls, Files and History (the timeline). While applicants are waiting for a decision, the Pipeline board shows them in a New applicants lane, and the table view shows a line linking to the Review page. For every job at once, use the Applicants button on the Jobs page, shown while anyone is waiting. The header shows the job's status, client, core details, opened date, the number of candidates in the pipeline and the number placed.
Click Details at the end of the tab row to open the record panel over the page. It holds the job's identity fields — Client company, Status, Owner, Account manager and Hiring contact — each editable in place.
After creating
- Add candidates to the pipeline from your database, or let AI matching build a ranked shortlist from your existing candidates.
- Advertise it — publish to your job portal or connect a LinkedIn job.
Fill in salary, location and key skills on the job — AI matching and the inbound applicant scoring both read these to rank candidates accurately.