Method

Create template placement

  1. Click 'create placement' (the plus(+) icon next to placements)
  2. Select 'No company (create a template placement)'
  3. Enter the information for the new placement and click 'Finish'

The template is now saved.

Using the template placement

  1. Click 'Files' | 'Placements'
  2. Click 'New'
  3. Select the Company
  4. Select the Contact
  5. Select the Job order
  6. Select the Candidate
  7. Choose the option: 'Create a copy from a placement template (search)'
  8. Select the created template placement
  9. Enter the information and click [Finish]

The template placement is now available to create new placements

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