Contact tab on a Vacancy (Vacancy roles)
A vacancy often involves more than one contact person at the client: a main contact, someone who signs, a hiring manager. With the Contact tab on the Vacancy file you can link these contacts to the vacancy, each with their own role.
The Contact tab is not visible by default. It appears once you configure an extra role in the table Rol voor vacature (Vacancy role).
How it works
The table Rol voor vacature holds the roles a contact can have on a vacancy. Every Carerix environment comes with two standard items:
Hoofdcontactpersoon (Main contact) – tag MainContactTag
Tekenbevoegde (Authorised signatory) – tag SignAuthorityTag
These two are used by Carerix itself. Only when you add a third (extra) item to this table, the Contact tab shows on the Vacancy file.
Set it up
Go to Maintenance > Tables.
Filter on Table is equal to "Rol voor vacature" and click Filter. You see the two standard items.
Click + New.
Select table Rol voor vacature, enter the name of the role (for example Hiring manager), set Active to Yes and give it an Index (for example 30) to set the order.
Save.
Open a vacancy (refresh the page if needed). The Contact tab is now visible.
You can add as many extra roles as you need, for example Hiring manager, Team lead or Finance contact.
Good to know
Do not change or deactivate the standard items Hoofdcontactpersoon and Tekenbevoegde. Carerix uses their tags.
Deactivating all extra items hides the Contact tab again.
You need access to Maintenance > Tables (administrator) to configure this.
Read more about tables in Tables.