In any organization, Jobs are the most important records to generate the real revenue for the organization. Jobs are typically a requirement from a Client. Once a client raises a requirement, Temps are assigned to that Job and the whole Staffing process starts.
Click the Jobs tab to view the Jobs Home page and perform the following operations:
Note
You can create jobs individually by:
To create jobs individually
To clone job:
The Jobs list view displays the jobs one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your jobs at one glace. For example, you wish to see the jobs, the job owner, billing duration, date, etc you can customize the list view columns and view all the jobs and their details in a single page, one after the other.
Once you have created a job, you can view the details of the job in the record's details page. The details page of a job presents information related to the job - for example, clients and contacts related to the job, invoices, timesheets, notes, events, emails and so on - in a single location.
To view the job details page
You can create a 360-degrees view of the job to display all the associated details, such as contacts, attachments, and notes.
In the Job Details page, you can update the following:
Note
This feature enables you to assign temps to jobs.
To assign temps with jobs:
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