Add Position allows you to enter basic position information for full-time (direct hire) placements in StaffSuite.

While the Position Wizard normally runs automatically after adding a direct-hire order using the Order Add Wizard, it can be run at any time to add a position to an existing order. Therefore, before running the Position Wizard, you must have an order in currency.

For more information on positions, click here.

Using the Position Add Wizard

The Position Add Wizard takes you step-by-step through the information necessary to add a position to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. NOTE: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new position.

• Finish: Only available on the final screen (Position Verification) of the Add Wizard, this closes the Add Wizard and ADDS the new position to your database.

The Position Add Wizard Fields

NOTE: Before running the Position Add Wizard, you must have an active order in currency.

NOTE: In order to create a standard position, you must create a standard order first. Any position created from the standard order becomes a standard position.

The Position Add Wizard contains the following fields (click the field name for detailed information):

1. On the Position Add Wizard window:

2. Order Verification

   Information from the Order in currency defaults into these fields and may not be changed.

   Company displays the company component that placed the order.

   Branch displays the staffing service branch that is primarily responsible for servicing the order and, therefore, the position.

   Order Number displays the order number (automatically assigned by the system when the order is created).

   In addition, the total number of positions currently associated with the order is displayed.

3. Component Using

   Use to select the company component using the employee(s) who will be placed on the position(s). This defaults from the order, but can be changed.

   The list provided will only show company components associated with the ordering company.

4. Create x New Positions

   Enter the number of new positions you want to create. All of the new positions will have the same characteristics like salary information, fee information, etc. (although this may be changed after the Add Wizard is complete).

   At the end of the Add Wizard, you will be given the option of creating more 'new' positions with different characteristics.

2. On the Position Contact Information window:

3. Resumes To

   Use to select the company rep that the employee will send resumes to. This defaults from the ordering rep, but can be changed.

   This information is optional.

4. Reporting To

   Use to select the company rep that the employee will report to for the position. This defaults from the ordering rep, but can be changed.

   This information is optional.

5. Sales Rep

   Use to select the company rep that was primarily responsible for selling the position. This defaults from the order sales rep, but can be changed.

   This field is optional.

6. Instructions

   If any special instructions for this position were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

3. On the Position Details window:

4. Exclusive/Confidential

   If your staffing service is the only one recruiting for this position, check the Exclusive checkbox.

   If your client wants you to keep the recruitment of the position a secret, check the Confidential checkbox.

   Clicking a box toggles it between checked and unchecked.

   Both boxes are optional.

5. Job Title

   Enter a short title for the position. This helps identify the position within the rest of the application.

   This field is REQUIRED.

6. Description

   Enter a brief description of the position.

   This field is optional.

7. Qualifications to Add

   Checking these boxes allows you to determine how much (or how little) qualifications you want to add concerning the position(s). You can add qualifications based on industry, occupation, and/or skill. For each qualification you select, the Add Wizard will walk you through entering that information.

   A check in the box indicates that you want to enter qualifications based on that item (industry, occupation, skill). Clicking in a box toggles it between checked and unchecked.

8. Instructions

   If any special instructions for this position were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

4. If you checked the Industry checkbox on the Position Details window, the Industries Required window displays. Click New to add industry qualifications. On the New Industry window, select the industry that will be part of the qualifications necessary for the position, the expertise level desired for this industry, and the level of importance that an employee have experience with this industry. For example, if the position requires a high level of accounting knowledge, you would select Accounting as the industry, High as the level, and Preferred as the Importance. Once you have selected an industry, click OK to add it to your Industries Required list (you can also click Apply to leave the New Industry window open allowing you to add more industries).

Once you click OK on the New Industry window, you will be taken back to the Industries Required window. You can click New to add another industry to your qualification list. Alternatively, you can select an industry and click Main to make it the main industry that will qualify a potential employee for the position, click Edit to edit level and importance information, or click Remove to delete the industry as a qualification for the position.

NOTE: The industry options are user-defined and can be changed using StaffSuite's Edit List functionality.

5. If you checked the Occupation checkbox on the Position Details window, the Occupations Required window displays. Click New to add occupation qualifications. On the New Occupation window, select the occupation that will be part of the qualifications necessary for the position, the expertise level desired for this occupation, and the level of importance that an employee have experience with this occupation. Once you have selected an occupation, click OK to add it to your Occupations Required list (you can also click Apply to leave the New Occupation window open allowing you to add more occupations).

Once you click OK on the New Occupation window, you will be taken back to the Occupations Required window. You can click New to add another occupation to your qualification list. Alternatively, you can select an occupation and click Main to make it the main occupation that will qualify a potential employee for the position, click Edit to edit level and importance information, or click Remove to delete the occupation as a qualification for the position.

NOTE: The occupation options are user-defined and can be changed using StaffSuite's Edit List functionality.

6. If you checked the Skill checkbox on the Position Details window, the Skills Required window displays. Click New to add skill qualifications. On the New Skill window, select the skill(s) that will be part of the qualifications necessary for the position, the expertise level desired for this skill (or skills), and the level of importance that an employee have experience with this skill. Once you have selected a skill (or skills), click OK to add it to your Skills Required list (you can also click Apply to leave the New Skill window open allowing you to add more skills).

Once you click OK on the New Skill window, you will be taken back to the Skills Required window. You can click New to add another skill to your qualification list. Alternatively, you can select a skill and click Main to make it the main skill that will qualify a potential employee for the position, click Edit to edit level and importance information, or click Remove to delete the skill as a qualification for the position.

NOTE: The skill options are user-defined and can be changed using StaffSuite's Edit List functionality.

7. On the Salary/Fee Information window:

8. Corporation

   Use to select the corporation that owns the position.

   NOTE: The drop-list shows all corporations that have been added through System Administration. Click here for more information about adding a Corporation.

   This information is REQUIRED.

9. Work Class

   Use to select the work class for this position.

   The options on the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

10. Salary Information

    Use to select the period that the pay rate will be based on (e.g., hourly, annually, daily, etc.). In most cases, you will likely select Annually.

    Enter a minimum amount and maximum amount based on the period that the position offers. For example, if your period is annual, enter the minimum and maximum annual salary that the position offers.

    In the Other Compensation field, enter any other benefits granted by the position (401K, Bonus, etc.).

    All fields are optional.

11. Fee Information

    In the Basis field, use to determine whether the fee will be based on a percentage or a set amount. Depending on your selection different fields in this area become active.

    If you select a percentage basis, enter the fee percent in the Fee % field. This causes the system to automatically calculate the Full Fee. If you offer a discount, you can either enter the percent of the discount (based on the Full Fee) or the amount of the discount. Based on the information you add, the system will calculate the Net Fee.

    If you select an amount basis, enter the fee amount in the Full Fee field. If you offer a discount, you can either enter the percent of the discount (based on the Full Fee) or the amount of the discount. Based on the information you add, the system will calculate the Net Fee.

    In the Fee Guarantee field, enter the terms if your staffing service and the company have an agreement that part (or all) of the fee is "guaranteed" if certain milestones are reached or certain conditions are met.

    Finally, enter an special billing instructions for this position in the Special Billing Instructions field.

12. Instructions

    If any special instructions for this position were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

    This field is for informational purposes only and may not be edited.

8. On the Position Work Schedule window:

5. Dates

   Use to select the desired start date for the position (Desired Start) and the date on which you began activity recruiting for the position (Original Open). For more information on using StaffSuite's calendar, click here.

   NOTE: The desired start date must be later than the original open date for the Next button to become active.

   This information is REQUIRED.

6. Hours

   In the Start Time and End Time fields, enter a start and end time for the position.

   In the Shift field, use to select the shift that this assignment encompasses.

7. Further Details

   Enter any other details you believe pertinent to the work schedule associated with this position.

8. Days of Week

   Check the box of the days of the week that the employee will be expected to work on this position.

   Clicking in a box toggles it between checked and unchecked.

9. Instructions

   If any special instructions for this position were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

9. On the Position Verification window:

7. Main Qualifications

   The grid displays the industry, occupation, and/or skill that you marked as a main qualification for this position.

   If you find that you selected a wrong industry, occupation, and/or skill or simply forgot to select one, click the Back button to return to the Required Industries, Occupations, and/or Skills window and make your changes.

8. Education Profile

   If you would like the employee to have a certain degree or be educated in a certain subject, enter the degree and/or subject in the appropriate field.

9. Create x positions as defined above

   This field indicates the number of positions that will be created when you complete the Add Wizard. This defaults from the number entered on the Add Wizard's first window, but you can change it here.

10. Add an additional New Position for this order

    Check this box if you want to add more positions to the order, but you want the position to have different characteristics than the position(s) you are adding.

    If this box is checked, the number of positions indicated in the field above will be created AND the Position Add Wizard will start anew allowing you to add different information for a new number of positions.

    If this box is not checked, the number of positions indicated in the field above will be created, but the Position Add Wizard will NOT start anew.

    Clicking in the box toggles it between checked and unchecked.

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