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https://help.tallysolutions.com/docs/te9rel60/Control_Centre/Recruiting_on_Client_s_Behalf.htm

Recruiting on Client's Behalf

The Jobs and Recruitment function not just allows a user to recruit candidates for an employer/user, but it also allows to recruit candidates on behalf of the client. While the entire process of recruitment remains the same, the client needs to be created and has to be assigned to the respective Job Profile created.

Recruiting on behalf of the client involves three steps which are as shown below:

     Enable Client.

     Create Client.

     Assign Client to a Job.

Enable Client

To enable client option

1.    Click Jobs and Recruitment in the Control Centre screen.

2.    Select Job Management. The List of Jobs screen appears:

o     Click F12: Configure. The Configuration screen appears.

o     Set Yes to Enable Client, as shown below:

3.    Press Ctrl+A to accept the settings.

Once the Client is enabled, the buttons C: New Client and L: List of Client(s) appear in the vertical buttons bar.

Create Client

To create a client

1.    Go to the Control Centre > Jobs and Recruitment.

2.    Select Job Management. The List of Jobs screen appears.

3.    Click C: Create Client. The Client Creation screen appears as shown:

4.    Enter the client’s name in Client name field.

5.    Enter the client’s Account Administrators E-Mail ID in Account ID field.

The completed Client Creation screen appears as shown:

6.    Press Enter to accept the client creation.

Similarly, create other required client by follow the steps mentioned above.

L: List of Client(s)

To view the client list

1.    Go to the List of Jobs screen.

2.    Click L: List of Client(s).

The List of Client(s) screen appears along with the status as shown:

Note: The status of Client can be changed through Client Alteration mode.

Client Alteration

To alter a client

1.    Select the required client from the List of Client(s).

2.    Press Enter. The Client Alteration screen appears.

3.    Alter the Client Name, Account ID, or Status fields based on the requirement.

The completed Client Alteration screen appears as shown:

Assign client to a Job

After enabling the feature to enable recruitment on behalf of the client and having created the client. You need to assign the client to a job and publish the job or assign the client to a published job.

To assign the client to a job

1.    Go to the List of Jobs.

2.    Click Ctrl+C: Create Job.

Or

1.    Select the required job.

2.    Press Enter. The Job Creation/Alteration screen appears.

3.    Enter the required details as shown in Create Job.

Or

1.    Tab down to the Client field.

2.    Select the required client from the List of Clients.

The completed Job Creation/Alteration screen appears as shown:

3.    Press F3: Group by Client to arrange the companies based on the client’s name.

F3: Group by Client

To view the List of Jobs grouped by client

1.    Go to List of Jobs screen.

2.    Click F3: Group by Client.

The List of Jobs grouped by client appears as shown: