The settings of the Supplier Portal are set together with one of the Carerix Consultants. At the point of delivery the portal is ready to use.
Together with the set-up you will receive a "delivery document" with all needed information regarding Supplier Portal and the settings in Carerix.
If needed, more Suppliers can be created after delivery. Therefor, you need to follow the steps below.
Settings you can do as a Carerix Administrator
Defining the Supplier in Carerix:
Go to 'Files' | 'Companies'
Open the desired 'Company-file' or create a new file
Go to the 'General-tab' of the Company
Go to the panel 'Characteristics'
Check "is (also) supplier"
Give Supplier access
Go to 'Files' | 'Companies'
Open the desired 'Company' / Supplier
Go to 'Contacts-tab'
Open the desired 'Contact' which should have access to the portal
Search for the Contact that needs access
Go to the panel 'Access'
Here you can view and change the Username of the Contact
Send the login credentials with an email template (created during Portal set-up)
Define a new Medium
The administrator needs to add a medium for a new Supplier
Go to 'Maintenance' | 'Media'
Click on [new] to create a new medium
- Name: "Name of the supplier"
- Code: File number of the Company/Supplier
- Check 'Active'
- Check 'Publish as HTML'
- Define the Match stage for an application
- Click [Save] to save the changes
Publish job order for supplier
Go to 'Files' | 'Job orders'
Open the suppliers job order
Go to the tab publications
Click [New]
Select the desired Medium / Supplier
Fill in the first and last publication date
Check the other fields
Click [Finish]
Remark:
A Contact only sees the job orders that are intended for his Company.
Rights of Supplier in the Supplier Portal
Supplier can view their own Candidates
Can create Matches for their Candidates
Have insights about the (match) process for the proposed candidates
The Supplier can have multiple Contacts. They are able to view:
All Job Orders destined for Suppliers
Own Candidates
Matches of their own Candidates
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Keywords : UD-1934