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3.12. Vacancies

Your RubiCRM allows you to log Vacancies that your clients may wish to advertise to other organisations.

 

Vacancies will be eligible for advertising as part of Web Integration and must be "Approved" to be displayed online.

Please note that by default, only vacancies will be advertised for Primary Records, which are marked as being a Company in the Comp/Ind field within the General section of the Primary Record.

 

To Approve a Vacancy item specific to a record/company go to their record in RubiCRM. Open the Activity page. Find the Vacancy item and open it using the pencil icon (). Please scroll down the popup to find the Approved field and tick it if you want to approve it.

 

Add a Title, Description as well as Start/Expires dates for the Vacancy to control when the Vacancy will be displayed.

"Start" is when you wish for the vacancy to begin displaying on any Web Integrations.

"Expires" is when you wish for the vacancy to stop displaying on any Web Integrations.

Your end-users who are "Main" or "Web Admin" contacts will also have the option to add their own Vacancies as part of Web Integration. Users must log in to your Web Integration and view their "Profile" page. Any user with permission to add a vacancy this way, based on your requirements for Web Integration, will be able to do so here.

When users submit a Vacancy via Web Integration, an email notification will be sent to one or more email addresses of your choice.

To add a new vacancy manually for your end-users, simply open their Primary Record and hover over the plus icon () and select Member Vacancy

 

This will open the Add New Vacancy pop-up for you to complete with the relevant details. Make sure to tick the Approved field so the item will display on your Web Integration, provided the Start and Expires dates are valid.

 

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