The Supplier Portal gives a supplier's (subcontractor's) contacts access to an online environment where they can see job orders from your organisation, propose candidates, and track the status of matches.
Setting up access (by the Administrator)
Ask Carerix (via your consultant or support@carerix.com) to set up the portal environment for your organisation.
Add every contact who needs access to a specific access group. Don't have one yet? Create one via Create Group labels.
Make sure the supplier company itself has an active status.
Please note:
A contact only gets access if they're in the right group and the supplier company has an active status. If either is missing, login won't work.
Logging in
Send the login details using the standard Carerix email templates: one with a link to the portal, and one with a link to set the password. Check that these templates are visible/available in your template library.
Showing job orders
You can show job orders to a contact in the portal, so they can match candidates to them.
Publishing a job order to your supplier
To show a job order in the portal, create a publication on a medium linked to that specific supplier. This way, every supplier has its own medium, and contacts only see the job orders meant for them. If the medium doesn't exist yet, have your Carerix consultant set it up.
Matching a candidate to a job order
The contact opens a candidate in the portal and clicks Match to vacancy. They pick an active job order and can add a comment; you'll see it in Carerix on the Evaluation tab of the created match. You can write a comment back there too, which the contact will see in the portal. The stage and source of the new match are determined by the settings of the medium the job order was published on.
Creating a new candidate
The contact can also create new candidates in the portal. These get a specific status and source, and are linked to the contact and the supplier; the candidate's owner becomes the owner of the contact. If the candidate already exists in Carerix but isn't yet linked to the supplier's company, they won't be created as a duplicate — instead they're flagged so they can't be matched right away.
Tracking matches
Created matches can be tracked in the portal. The contact can't take further action here — it's view-only.
Documents
A contact only sees documents of the document type you've made visible for the portal. Whether they can upload documents themselves, and whether they can download document templates (such as reports), are set separately — so you could allow viewing without allowing uploads, for example.
If something isn't working as expected, or you keep getting an error, email support@carerix.com.