Method

Create template placement

  1. Click 'create placement' (the plus(+) icon next to placements)

  2. Select 'No company (create a template placement)'

  3. Enter the information for the new placement and click 'Finish'

The template is now saved.

Using the template placement

  1. Click 'Files' | 'Placements'

  2. Click 'New'

  3. Select the Company

  4. Select the Contact

  5. Select the Job order

  6. Select the Candidate

  7. Choose the option: 'Create a copy from a placement template (search)'

  8. Select the created template placement

  9. Enter the information and click [Finish]

The template placement is now available to create new placements

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