Adding a Job

Ready, Steady, JOB

Ines avatar
Written by Ines
Updated over a week ago

You can add a job in Vincere through the following options below:

Quick Add

To add a new Job, click on the ‘Add’ (‘+’) button next to the search bar and then select ‘Job'. 

Job Description

Once you've opened the new job window, the first action that you can take when adding a Job is to attach a file to the Job record. This would typically be a Job description and can easily be attached to an email to a Candidate who gets shortlisted for the Job later.  

The fastest way to create a Job inside Vincere is to use the ‘Copy Job’ function. When you use the Copy Job function, you can directly copy a Job record that is already inside the system: the only detail about the Job that you can change from the new Job form is the name of the Job.

For example, the compensation information of the Job, and the Company and Contact that the Job is connected to, will be the same. You can edit this information once the copied Job is created.

Job Type

After uploading the Job file, the first thing to select is the Job type. In our V19.8 release, we have also added the option to customize your quick add screen based on the job type. To learn more about how to configure this, please refer to our help article here.

Note: You will only be able to select the job types assigned to your user profile in your Brand

Company and Contact

All Jobs must be attached to both a Company and a Contact, and must also have a name. As you enter the name of the Company, Vincere will give you a drop-down list of Companies inside your system that matches the name of the Company that you are entering, in the Company name field. 

If the Company is not inside the system yet, by creating the Job, you will be creating a new Company record. This works in the same way when selecting the Contact to attach the Job to after clicking the Contact name field, you will see a drop-down list of all the Contacts who are working for the Company that you have selected. 

If the Contact is not yet inside the system, by creating the Job, you will also create a new Contact at the Company. 

To select a company record, you can type a few letters and a list of companies will appear, and you can select from the list, or you can click the + button to create a new company

Once you have a company, you would need to select an existing contact linked to that company or click + to create a new one

Job Title

The next field is the Job Title field: as with the Company and the Contact field, you will see a list of Jobs already inside your system that matches the name of the Job that you are entering. This is to prevent you from entering the same Job into the system twice.

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Job Address

After the job title field is the Job address field. By default, you will be able to search for locations linked to the company's address the Job is connected to. If you want to enter a different address for the Job – because the work will be in a different office, or another one of the Company’s locations is not yet inside your system, simply fill in the new address by clicking the + button.

After you save the Job, the address that you have placed will be added as a new address on the company. 

TIP: Make sure you Google Geotag this Location too, so you can use Radius search later via the Vincere search function. Check out here to Geotag here

Next, you can start to tag your new Job correctly. Easily add in any relevant Industries, Functional Expertise and Sub-functional Expertise - and you can easily search these too using Vincere Search. You can add more than 1 'tag' in completely different disciplines. 

TIP: These are all fully configurable by your Vincere Super Users. Check out how to do it here

The next field is the Job owner field. By default, this will be the person who creates the Job, but multiple owners can be added to the same Job and the Job creator does not need to be one of these owners.  If you delete the primary job owners

The Job owner is the person who the Job’s forecast will be allocated to and will be the person who receives a notification of an application for the Job from an external source.

The 'Notify Users' field allows you to send a notification to other Vincere users that the Job has been created. A user who is tagged in this field will receive a system notification telling them that the Job has been created – this is one of the many ways in which Vincere can enhance and speed up internal communication.

Finally, you can also add rating questions to a Job. Once you have shortlisted Candidates for a Job, you can rate them against the competencies that you have added in the new Job form – this can help you work out which Candidates are strongest for a Job and should be sent to your client.

Shortlist Candidates

You can also Shortlist candidates in the Quick add Job screen by typing in the name and selecting the candidate you want to shortlst

Before creating the Job, you can even shortlist Candidates directly into the Job so that they are ready to action immediately after you save the role (a real time saver!).

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If you do this, you will be taken into the Advanced Search portal for Candidates, where you can immediately drill down and find potentially suitable Candidates for the role. After finding these Candidates, select them and press ‘Shortlist to Job.’ These Candidates will now be in the shortlisted stage after you save the Job.  

If you missed any mandatory fields, your screen will move to the section where you might have missed a mandatory field:

After finalizing these details, you can click Save or Save and View, which will bring you to the Job you have just created.

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