Client

Introduction

You can create a new client or update any existing client details using the Client feature in the Entire OnHire Application. You can use the client name while creating job entries in the Entire OnHire Application for SEEK and Broadbean job platforms.

How to Create a New Client?

There are prerequisites steps that need to be followed before creating a new client. It will add the new client details to EntireRecruit’s database.

Go to Profiles → Client → Add New Client.

Fill in the mandatory details and click Save & Continue

Field Name	Description
Location Type	Select location type from the drop-down menu.
Location Function	Select the client’s location function from the drop-down menu.
Servicing Office	Select the servicing office from the drop-down menu.
Location Name	Input the new client name.
Group Name	Select the group name from the drop-down menu.
Priority	Set the client’s priority.
Status	Select the client’s status.

You will be redirected to a new screen. Fill in all the mandatory details (as shown in the below screenshot) and click Save.

It is mandatory to select the client’s Industry Type and Status (change the status to Client Active.)
To create a new client for the job, Click Placements → Client (as shown in the below screenshot.) On clicking the Client, the new Client Details page opens.
You have to fill in all the mandatory details and click Save (as shown in the below screenshot).

Field Name	Description
Client Name	Name of the new client.
Industry Type	Select the client’s industry from the drop-down menu.
Location Function	Select the client’s location function from the drop-down menu.
Contact Address	Input the contact address of the client.
Country	Select the client’s country from the drop-down menu.
State	Select the client’s state from the drop-down menu.
Suburb	Select the client’s suburb from the drop-down menu.
Zone	The zone will be automatically selected when you select Suburb.
Postal Code	Postal Code will be automatically selected when you select Suburb.
Email	Mention the email address of the client.
Contact 1	Mention the contact person’s number.
Contact 2	Mention the contact person’s secondary number.
Contact Person Name 1	Input the primary contact person’s name.
Contact Person Name 2	Mention the secondary contact person’s name.
Relationship Manager	Select the relationship manager from the drop-down menu.
Servicing Office	Select the servicing office from the drop-down menu.
Priority	Select the priority from the drop-down menu.
Client Status	Select the client status from the drop-down menu. There are 5 client statuses: Client Active Client Inactive Client Future Opportunity Client Suspended Client Terminated
Contact Notes	Describe the contact notes for the client.
Transport/Parking Notes	Describe the transport/parking notes for the client.
Description & Capacity Notes	Describe the description & capacity notes for the client.
Choose File	Upload the picture in this section. Only .jpg, .jpeg, .gif, .png, and .bmp formats are allowed. Maximum Size: 2 MB

How to Update an Existing Client?

To update an existing client to create the job entries, you have to tick the Existing Client option and fill in the updated information and click Save (as shown in the below screenshot).