Editions Available: Corporate;Enterprise

Audience: Administrative Users

Creating Multiple Job, Placement, or Opportunity Tracks

Overview

You can use Field Mappings to create multiple opportunity, job, and placement tracks that will display different fields depending on which employment type the user selects when adding the record.

• Example: You can have a Salary field display when adding a direct hire job/placement and Bill and Pay Rate fields display when adding a contract job/placement.

When setting up fields within tracks, it's important that each field is used for the same purpose across tracks.

• Example: If you use customText3 to create a Bonus field in Job II, you should only use customText3 for a Bonus field in Job III, IV, and V. Using it for a different purpose will cause issues with your data.

Because many of the fields on a placement record are correlated to the fields on a job record, they should also share the same purpose. As a best practice, we recommend matching each employment type as well.

• Example: If Job II represents Direct Hire jobs, then Placement II should be for Direct Hire placements.

Opportunity types can be different, however, as you may want to account for RFIs, RFPs, etc.

Checking if Tracks Are in Use

1. Expand Track II for the entity.
   • If there is a value in the employmentType or type field, that track is in use.
2. If employmentType in Track II is empty, also check Tracks III, IV, and V.
   • If they're empty, tracks are not in use.

Creating Multiple Job Tracks

1. Navigate to Menu > Admin > Field Mappings.
   • S-Release: Navigate to Menu > Tools > Field Mappings.
     
     
2. Click the arrow to the left of the first Job track.
   • This is where you list all employment types, and is what the list view pulls from. You use the subsequent job tracks to define the characteristics of each employment type.
3. In the Field, filter for "employmentType".
4. Click the arrow to the left of the employmentType field.
   
5. In the Value List, type all of the employment types that your company uses.
   
   • Be sure to separate the values with commas and no spaces in between.
   • As a best practice, you should keep the order of the employment types in this field the same order that the employment types are listed in the subsequent job entities.
     • Example: If your employment types are Direct Hire, Contract, and Contract-to-Hire, the Direct Hire employment type should be associated with Job II. Contract should be associated with Job III and Contract-to-Hire with Job IV.
       
6. For the first job track only, unhide all the fields you plan to use.
   • The first track is used as the master list. Fields must be unhidden in this job track in order to be visible on other job tracks.
7. Click Save.
8. Click the arrow to the left of the Job II track.
9. In the Field, filter for "employmentType".
10. Click the arrow to the left of the employmentType field.
    
11. In the Value List, type the first employment type from the list you entered in the first job track.
    
12. Hide or unhide the appropriate fields for that employment type.
13. Click Save.

Repeat steps 10-13 with the remaining job tracks.

Creating Multiple Placement Tracks

1. Navigate to Menu > Admin > Field Mappings.
   • S-Release: Navigate to Menu > Tools > Field Mappings.
     
     
2. Click the arrow to the left of the Placement track, the first one – between Note and Placement Change Request.
3. In the Field, filter for "employmentType".
4. Click the arrow to the left of the employmentType field.
   
5. In the Value List, type the exact same employment types, in the same order and format, as you did for the first job track.
   
6. For the first Placement track only, unhide all the fields you plan to use.
   • The first track is used as the master list. Fields must be unhidden in this placement track in order to be visible on other placement tracks.
7. Click Save.
8. Click the arrow to the left of the Placement II entity.
9. In the Field filter for "employmentType".
10. Click the arrow to the left of the employmentType field.
    
11. In the Value List, type the first employment type from the list you entered in the first placement entity.
    
12. Hide or unhide the appropriate fields for that employment type.
13. Click Save.

Repeat steps 10-13 with the remaining placement tracks.

Creating Multiple Opportunity Tracks

1. Navigate to Menu > Admin > Field Mappings.
   • S-Release: Navigate to Menu > Tools > Field Mappings.
     
     
2. Click the arrow to the left of the first Opportunity track.
   • This is where you list all types, and is what the list view pulls from. You use the subsequent opportunity tracks to define the characteristics of each type.
     
3. In the Field, filter for "type".
4. Click the arrow to the left of the type field.
   
5. In the Value List, enter in all of the types that your company uses.
   
   • Be sure to separate the values with commas and no spaces in between.As a best practice, you should keep the order of the types in this field the same order that the types are listed in the subsequent opportunity entities.
     • Example: If your types are Direct Hire, Contract, RFI, and RFP, the Direct Hire type should be associated with Opportunity II. Contract should be associated with Opportunity III, RFI with Opportunity IV, and RFP with Opportunity V.
       
       
6. For the first opportunity track only, unhide all the fields you plan to use.
   • The first track is used as the master list. Fields must be unhidden in this opportunity track in order to be visible on other opportunity tracks.
7. Click Save.
8. Click the arrow to the left of the Opportunity II track.
9. In the Field, filter for "type".
10. Click the arrow to the left of the type field.
    
11. In the Value List, enter in the first type from the list you entered in the first opportunity track.
    
12. Hide or unhide the appropriate fields for that type.
13. Click Save.

Repeat steps 10-13 with the remaining opportunity tracks.