Recruiting workflows
Add a client and facility before opening a job
Create dependable client context so jobs, contacts, submissions, and reporting point to the same place.
Everyday work4 min readClient management
Before you begin
Verified client details · The facility or work-location details you are staffing for
Create the client and facility record before the first job. It gives the team a consistent account of who is being staffed, where the work happens, and which contacts are involved in the decision.
Capture stable information first
Record the client account, facility details, and the contacts your agency is authorised to work with.
Use the same record when creating jobs and submittals. This makes the agency’s client history easier to audit and hand over.
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