Parent

Where a large organisation needs to be established in Recruitment Manager, a Parent Record is utilised to record details and information relevant to the Parent Company and to 'group' one or many subsidiary Client Records to create an organisational hierarchy.

From the Parent Company record, the following items can be accessed from the Quick Access section at the top of the record:

• Profile - store and manage information about the Parent Company.

• Address - store and manage the Parent Company's site address as well as the postal address.

• Custom Fields - displays any Custom Fields assigned to Parent records

• Billing Details - Debtor details, where a Debtor has been created in the Billing Module and applied to a Parent Company, are displayed in this section. An action is available to View Invoice Details where a Debtor has been assigned.

• Document Management - Generate Documents / Attach Documents

• Preferred and Excluded Candidates - displays a list of Candidates that have been preferred and excluded at the Parent level.

• Record Properties - displays details about the record including creation date, created by, last update date etc.

• Audit Trail - details are applied to the Audit Trail list where a field within the record is modified.

• Invoice List - View / Print invoices where the Debtor has been assigned at the Parent, Client or Cost Centre level.

To find a Parent Record, use the search function accessed via the Left Hand Menu. For more information, see the section Searching.

To create a Parent Record, use the 'Add' action located in the Search Parent screen above the result list. For more information, see the section Left Hand Menu.

Once created, the following record actions are available:

• Edit - edit the Parent Company record.

• Delete - delete the Parent Company record. Parent records cannot be deleted where they have been linked to one or many Client records.

• Manage Sections - remove, add, re-order sections within the record.

• View Statistics - view statistics for the Parent including:

  • Vacant Jobs - number of jobs that are not yet filled, by Clients owned by the Parent.

  • Filled Jobs - number of jobs that have filled, by Clients owned by the Parent.

  • M.A.T Revenue - summary of billing for the last 12 months aggregated for the Clients linked to the Parent.

• View Organisational Hierarchy - view the organisational structure.