A job can be saved as a draft while details are incomplete or created directly with open status so recruiting can begin. The title is required; other fields should be completed when they affect matching, scheduling, rates, or candidate readiness.
Create a job record
- 01
Open Jobs and select New job
If you can view jobs but cannot create one, ask an owner to grant Create job permission.
- 02
Enter the basics
Add a job title. Optionally add the client or VMS requisition ID and choose the contract type. InferOwl also creates its own searchable job ID.
- 03
Associate the client, facility, and lead recruiter
Choose a client, then one of that client's facilities. If there is no facility record, enter the city or region. Managers and owners can optionally assign an active recruiter as lead during creation.
- 04
Describe the role and schedule
Add profession, primary and secondary specialty, shift type and pattern, weekly hours, dates, length, openings, bill rate, and GP percentage as applicable.
- 05
Add requirements and routing
Open the optional sections to add VMS or MSP routing, EMR tags, local or exclusive indicators, on-call and weekend rotation, experience range, certification tags, and a description.
- 06
Save draft or create and open
Select Save draft for incomplete work. Select Create & open when the job is ready for active recruiting. InferOwl opens the new job record after creation.
Draft and open status
Draft keeps the job from being treated as ready for recruiting. Open makes the job available to the active recruiting workflow. Choose the status deliberately; opening a job does not replace the need to review its requirements.
Establish the requirement before opening the job
Identify the client request and the person who can clarify it. A title is enough to begin a record, but the recruiting team needs more context before acting. Confirm the location, schedule, intended start, and required qualifications that matter to this particular job. Keep incomplete work in draft while those details are being resolved.
For a fictional example, Cedar Hospital requests a night-shift registered nurse. Confirm which facility the request concerns and whether the proposed start date is fixed. Do not copy a nearby hospital's credential requirements or a previous job's shift pattern into the record without checking them against the actual request.
Separate required information from preferences
Describe the role using the client's approved criteria. Distinguish a requirement from a preference in the information you provide to recruiters. An optional certification or preferred experience level should not silently become a mandatory condition because it appeared in an older job description.
Check profession, specialty, experience, dates, and schedule for consistency. A descriptive paragraph can conflict with a structured field, so read both before opening the job. Resolve contradictory information with the requirement owner instead of leaving the recruiter to guess which value takes precedence.
Review location, routing, and financial details
Select the correct client and facility relationship. If the facility is not yet recorded, use the available location information accurately and ask the appropriate owner to maintain the shared client record. VMS or MSP routing information should reflect the actual arrangement for this requirement.
Enter bill rate, GP percentage, and other commercial details only from approved information. These fields can affect how colleagues interpret the opportunity, so an estimate should not be presented as an agreed term. Managers and owners should confirm the lead recruiter where that assignment is part of the setup.
Check the saved job and its next workflow
Choose Save draft or Create & open deliberately, then inspect the new job. Confirm its title, client, location, status, and the details the recruiter will use. If creation reports an error, check whether the job was saved before attempting to create it again.
Before running matching, review the dedicated matching workspace's setup information and missing criteria. Opening a job does not guarantee that every detail needed for useful matching is complete. Use the job-check help article when deciding whether a requirement is ready, and use the matching guide for scoring criteria and evidence review. Report unresolved save problems with the attempted action and redacted error through the approved support process.
Troubleshooting
The page says your role can view jobs but cannot create them.
Likely cause: Your effective permissions do not include Create job.
Ask an owner to grant Create job access, then reopen the form.
The Facility field is unavailable.
Likely cause: A client has not been selected.
Select a client first. InferOwl then loads the facilities associated with that client.
The job does not save.
Likely cause: The required title is missing or a value is outside its accepted range.
Add a title and review numeric fields such as weekly hours, openings, rates, and percentages before trying again. If you cancel after entering information, choose Keep editing to avoid discarding unsaved work.