It is important to build up a clear picture of your companies, contacts and candidates and the relevant relationships between those entities (both now and historically). A way of doing this is to make sure that every company that a candidate has worked for is in the system as a company in its own right and you can relate that candidate to those companies in the system.
If this is something you would like to take advantage of, the system can now be configured so that when a candidate is added to the system the user will be asked to connect the candidate’s previous employers to companies in the system when they populate their work history. If a company does not already exist then the user will be asked to create that company.
To enable this functionality go to Settings à Partners & Options à ‘5. Relate to an existing company when creating a candidate’ and turn this feature on.
Once this feature has been turned on, every time a candidate is added to the system and new work history records are added, the system will check to see whether that company is a registered company in the system. If it is not, the user will be prompted to add that company to the system.
As the user types the name of the employer into the relevant work history record, the system will auto suggest companies that match what is being typed (that are already registered in the system), allowing the user to then simply choose the relevant company.
If no company exists in StaffingBoss, the system will prompt the user to create a new company.
Clicking the ‘New Company’ link will present the user with a pop-up window where they can add that company to the system.
Once the company has been created and saved the user will be returned to the work history record of the candidate where they can now choose that company.
