From the Job Order Board, you can:
✅ Create new job orders for any client
📊 Monitor and track job statuses and priorities
👥 Manage assigned users working on different jobs
🔎 Filter and search through numerous job orders
⚡ Take immediate actions like adding applicants, inviting candidates, and leaving notes
🧩 Job Order Board Key Features and Functionalities
🔍 1. Search and Filter Options
At the top of the Job Order Board, you will find an extensive set of filters that allow users to narrow down the list based on various parameters.
You can search or filter by:
🌍 City/State or Province: Quickly find job orders based on geographic location.
🏢 Client: Select the specific client company to view their open, frozen, or completed job orders.
👥 Team: Filter by the internal team responsible for managing the job order.
🙋 User: Filter job orders assigned to a particular team member.
🧾 Name: Search directly by job order title or ID.
🚦 Priority: Filter job orders based on their urgency (Low, Medium, High, Urgent).
📌 Status: Filter jobs by current status such as Open, On Hold, or Closed.
🔄 Job Order: Filter by current job order state (Active, Fulfilled, Frozen, Deleted).
🔎 Tip: Combine multiple filters to get highly specific results and easily manage your workload.
➕ 2. Creating a New Job Order
To create a new job order for any client within the staffing company, click on the "Create Job Order" button located at the top-right corner of the page.
When creating a job order, you will be prompted to enter key details such as:
Client information
Job title
Number of positions
Location
Job description
Job type (Part-Time, Full-Time, Contract, etc.)
Shifts
Additional custom fields if applicable like Staffing Settings, etc.
📍 Creating job orders directly from this page ensures a smooth and fast process for opening new opportunities across your client base.
👁️ 3. Viewing Job Order Details
Each job order is displayed in a row format with the following key information:
Job Order Title: Clickable title linked to edit job order
Job ID: Unique identifier for each job order
Job Type: Classification (Part-Time, Full-Time, etc.)
Positions: Number of open positions under the job order
Applications: Number of applications received for that job
Priority: Displays the urgency of the role (Low, Medium, High, Urgent)
Job Order: Indicates if the job is Active, Fulfilled, Frozen, or Deleted
Status: Indicates if the job Open, On Hold, or Closed
Open Since: Date when the job order was created or opened
Assigned Users: Displays the users working on the job
Last Updated On: Shows the most recent update date
Current Status: A quick-view dropdown to update status directly (Open, Frozen, Closed)
📊 This structured layout allows users to get a complete overview of each job order at a glance.
👤 4. Assigned Users
The Assigned Users section shows the staffing team members linked to each job order.
Users are displayed with profile icons
Hover or click to see more if multiple users are assigned
🤝 Having visibility on assigned users helps in effective collaboration and tracking team accountability across job orders.
⋮ 5. Three-Dot Menu Actions
On each job order, a three-dot (⋮) menu is available on the right-hand side offering additional actions:
🗒 Take Notes or Add Comments: Add internal comments or important notes specific to the job order for tracking conversations or next steps
🙋♂️ Add Applicant: Manually add a candidate to the job order even if they haven't applied yet
✉️ Invite to Apply: Directly invite selected candidates to apply to the specific job order via email or system notification
⚡ These quick actions make managing job orders highly efficient without needing to leave the Job Order Board.
⚙️ Additional Information
🔄 Priority and Status Management
You can adjust a job’s priority level and current status (Open, On Hold, Closed) without navigating away, ensuring real-time job management.
🔃 Sorting Options
Use the "Sort by" dropdown to arrange job orders based on Posted Date (most recent first) or other custom sorting options.
💡 Quick Tips for Using the Job Order Board
✅ Use multiple filters together (Client + Status + User) to quickly locate specific job orders
📌 Update status and priorities directly from the list view to save time
📝 Add notes and comments regularly for each job to keep the entire team aligned
✉️ Invite candidates proactively from within the board to speed up hiring processes
📈 Monitor the "Applications" column to stay aware of job performance and plan follow-ups
📌 Points to Remember
🧭 The Job Order Board is your single source of truth for managing jobs across all clients. Use it to navigate everything from new posts to candidate actions—without leaving the page.
🛠️ Creating jobs directly from this board keeps your workflow centralized and eliminates duplication. It’s the fastest way to launch new opportunities for any client.
⚡ Quick-view actions and real-time status updates (like Open, Frozen, Closed) let you manage job movement instantly—no extra clicks or page loads needed.
👥 Assigned users are always visible, making it easier to collaborate, reassign work, or follow up with the right team members.
🔍 Use filters and sort options often to stay organized—especially helpful when managing high job volumes or multiple clients.
🧠 Think of this board as your control panel—one place to post, track, act, and succeed in filling roles efficiently.