mySCA ArticlesCreating an Opening for an Individual Member

Creating an Opening for an Individual Member

Describes how a user can add a member to a position and create their opening.

NOTE:  The position must at least be at an overall Position status of Approved and there must be at least one "Partner Contact" record for this process to work.

Start by navigating to the desired position

NOTE the overall position status MUST be at least Approved and there must be at least one "Partner Contact" Record.for new openings to be created.

Go to the Candidates related list.  

Click "New Candidate to Position"

Click "New Candidate to Position"

Click on the Candiate Search Icon

Click on the Candiate Search Icon

Enter the name of the Member you want to select and click "Go"  Then click on the Member's Name.

Enter the name of the Member you want to select and click "Go"  Then click on the Member's Name.

Click on the Application look up Icon

Click on the Application look up Icon

Type in "Ap" and click "Go" and then click on the desired application.

Type in "Ap" and click "Go" and then click on the desired application.

This will look up all applications associated with the member.

NOTE:  This search may take a minute or two.

Change the Candidate status to "Offered"

Change the Candidate status to "Offered"

Click "Save".

Click "Save".

This will drop you back on the Position record.  

Navigate to the Openings related list to see the new opening.

Click on the new opening to edit and work with it.

Click on the new opening to edit and work with it.

If this is a leader please mark the opening accordingly

If this is a leader please mark the opening accordingly

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