The position is the last step when setting up the portal for a client. If you ended up in this page but have not yet created a manager and a client for the position you are working in, please follow below as needed (If you have already created a client and a manager, please skip the 2 bullet points below):
1 - To create a position simply click the drop down menu of the Portal section on the left side menu and click Position. The positions library page will appear, you may select to "Create Position", at the top right corner, to create a new position.
If you are looking to work on an already created position, you may use the three camps provided: Calendar, Status or do a search by name.
2 - When creating a new position, the below side menu will slide out: enter a name and details (example provided below), and click "Select Managers".
3 - Click on the + button to add an existing manager, or search for one in the search bar provided. You may add more managers to each position.
4 - Once a manager has been added, the below button will appear. Once done, click "Create Position".
5 - Once a position has been created, the below screen will come up:
Editing Options
Close the position temporarily
Track your candidate status, when a manager moves them in the portal
Click here to add a candidate profile
6 - Scrolling down the page provides also a button to add a Manager (2) to the position.
7 - In the Positions library, it is also possible to add a manager, assign a candidate or close the position. Simply locate the position you whish to find and click on the 3 dots in the right side column.
