Contract Job Submittal Tracking

Use these instructions for locating a viewing the submittal tracking segment of a contract job order.

  1. Select Submittal Tracking from the segments drop-list.
  2. The Submittal Tracking Segment lists all candidates who are linked to the job order. Adding a candidate to the list can be done through the Assignment Activities workflows.

  3. The grid has the following information:

    • Candidate: The name of the Candidate linked to the Job Order. You can jump to the Candidate record by clicking the Candidate's name.
    • Sub Date: Date the Candidate was submitted to the Job Order. You can access the submittal record by clicking on the date link in this column.
    • Status: Current status of the Submittal Record. This is updated whenever you run the Assignment Activities workflows.
    • Source: Displays the source of the submittal (e.g. Internal, Web Portal).
    • Bill Rate/Pay Rate: The Bill and Pay Rate for the Candidate assignment. This is populated once you internally submit the candidate.
    • Markup: A calculated field based on the bill and pay rate.
    • Job Reqs Added: (Part of the Compass Onboarding package) The Assign Compass Onboarding Job Reg workflow (one of the Assignment Activities workflows under Submittal Tracking) allows you to assign the requirements in the Compass Job Requirements grid on the Onboarding Requirements segment to a Candidate. This column indicates the date that the requirements were added to the Candidate record.
    • Job Req Progress: (Part of the Compass Onboarding package). Indicates the percentage of Compass Onboarding requirements assigned to the Candidate have been completed.
    • Recruiter: Recruiter associated with the candidate assignment.
    • Total Score: Reflects the score for questions (if any) the candidate answers if they applied for the job order via the web portal.

  4. Select candidate and click on theCreate Search Resultbutton, if desired. This creates a list of candidates submitted to the job order in order to run batch activity workflows against the candidate records.

Assignment Activity Workflows

When you are on the Submittal Tracking Segment the Assignment Activities workflow menu will display in the segment control panel.

The Assignment Activities for the Contract Job Order are:

  • Link Candidates to Job – identifies potential candidates
  • Submit Internally – submits candidate name and rates to the account manager
  • Present to Client – emails the client candidate resumes
  • Interview Candidates – creates an appointment with the client and candidate
  • Reject/Withdraw Candidate(s) – records the withdrawal or rejection of a candidate
  • Make Offer – offers a Assignment to the candidate
  • Update Submitted Rates – allows you to change the pay rate, bill rate and overtime bill multiplier
  • Assign Compass Onboarding Job Reqs - assigns the order's Compass job requirements (found on the Onboarding Requirements segment) to the selected candidate(s).
  • Assign Candidate – assigns the candidate in the contract job