How to create and set up job positions

A job position is the job title of an employee in the company, for example Sales Director, Purchase Staff or Accountant. You create it in Employees ‣ Configuration ‣ Job Positions (or from the Recruitment app), then give it to each employee to define their duties, job scope and responsibilities. The same position also drives recruitment: its target, recruiter and interviewers are used when you hire for it.

This guide is for recruiters and HR officers. When the Recruitment app is installed, only the Recruitment officers can create or edit job positions; the Employees officers can read them.

Requirements

This tutorial requires the installation of the following applications/modules:

Who can do this, and where?

Task

Role needed

Application

Create, edit or archive a job position

Officer of the Recruitment app

Employees or Recruitment

View the job positions

Officer of the Employees app

Employees

How do I create a job position from the Employees app?

  1. Go to Employees ‣ Configuration ‣ Job Positions.

    The Job Positions menu in the Configuration menu of the Employees app
  2. Click New, enter the Job Position (its title) and fill in the tab Recruitment when the position is going to be recruited for.

    The Recruitment tab of a new job position form
  3. Open the tab Job Summary and describe the requirements, the daily tasks and so on of the position.

    The Job Summary tab of a job position
  4. The position is saved when you leave the form, or when you click the save icon (the cloud).

The name of a job position must be unique per department in a company, and the Target cannot be negative; otherwise the position cannot be saved. Other tabs, such as Payroll, only appear when the matching application is installed.

Which fields does the tab Recruitment contain?

Field

What it does

Notes

Department

The team in which the position works.

Used to filter positions by department.

Job Location

The work address of the position, chosen among the addresses of your company.

Empty means Remote.

Industry

The industry the position belongs to.

Optional.

Email Alias

An email address that receives the applications for this position. Each email creates an application.

Leave empty if applicants never write by email.

Employment Type

The type of contract of the position. You can edit the list in Employees ‣ Configuration ‣ Employment Types.

Optional.

Mission Dates

Period of a mission-based position. Once an applicant is hired, the availability of the candidate is updated for this period.

Optional.

Target

The number of new employees you plan to recruit for this position.

Cannot be negative.

Recruiter

The person in charge of recruitment. The recruiter follows the applications and receives their emails.

The user who creates the position by default.

Interviewers

Users who see every application of the position, with its information and attachments, set up meetings and can refuse an application.

They do not need recruitment rights.

How do I create a job position from the Recruitment app?

  1. Go to Recruitment ‣ Applications ‣ By Job Positions.

    The By Job Positions menu of the Recruitment app
  2. Click New. In the window Create a Job Position, enter the Job Position title. In Application email, you can enter the address that creates an application for this position when a candidate writes to it; you can leave it empty.

    The window Create a Job Position
  3. Click Create. Viindoo opens the applications of the new position: use the breadcrumb Job Positions to go back to the list.

  4. On the card of the position, click To Recruit.

    The card of a new position with the To Recruit link highlighted
  5. The form of the position opens. Fill in the tab Recruitment as described above, then save.

    The form of a job position created from the Recruitment app

What do the smart buttons of a position show?

The smart buttons at the top of a position give you quick figures about it.

The smart buttons Job Applications, Documents and Trackers of a job position
  • Job Applications: the number of applications for the position. Click it to open them.

    The applications of a job position
  • Documents: the attachments of those applications, such as resumes. The button only appears when at least one application has an attachment.

    The documents attached to the applications of a job position
  • Trackers: the job sources through which candidates reach the position.

    The sources of the applications of a job position

What should I see afterwards?

  • The position is listed in Employees ‣ Configuration ‣ Job Positions and on the Recruitment app, and it can be selected on every employee.

  • Its smart buttons count the applications and the documents of the position.

Common problems

Problem

Cause

What to do

The position cannot be saved

Another position already has the same name in the same department, or the Target is negative.

Rename the position, choose another department, or enter a target of 0 or more.

The button Documents is missing

No application of the position has an attachment yet.

Nothing: it appears as soon as an application has an attachment.

Next steps