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My Assistant, tab Placements

Documentation for "My Assistant" | Assistant | Dashboard | Placements

Updated over 2 months ago

The "Placements" tab is now available in My Assistant, offering a complete overview of your process. With its focus on key details, this feature provides quick and convenient access to the most important information. For more detailed insights, you can always refer to the original Files / Placements Overview

Numbers on top

The numbers at the top represent data about placements in specific statuses

  1. Total placements in a particular status (clickable)

  2. Name of the status

Overview of each Placement

Clicking on each of the statuses at the top will load a related overview below

The columns

  • Name

  • Status

  • Start date

  • Expected end date

  • End date (could use red text and an icon to indicate when a placement is nearing its end (within four weeks) or when it has already expired)

  • Job

  • Job status

  • Candidate

  • Candidate status

  • Company

  • Contact

  • Unpaded

  • Owner

Add others Placements dropdown

  • The overview initially loads Placements related to the current user

  • To view Placements for another user or office (up to 10), select or search for their name

  • Clicking the clear icon resets the dropdown to show Placements for the current user again

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