Creating jobs

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

1. Open Jobs in the sidebar and click Add Job — or create from the company page's Jobs tab to pre-link the client.
2. Give it a title and link the company.
3. 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, closed. Closed jobs ask 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.
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, Inbound (applicant review), Lists, Tasks, Notes, Calls, Files and History (the timeline). The header shows the job's status, client, core details, opened date, the number of candidates in the pipeline and the number placed.

The record sidebar beside the tabs 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.