Vacancy Templates

8/8/2019 Vacancy Templates

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Eclipse Software Ltd 2010

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Eclipse User Guide

Vacancy Templates




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Features and Related Topics:

1 Introducing Vacancy Templates: ................................................................................................................................. 3 2 Saving a Vacancy as a Template: ............................................................................................................................... 3 3 Creating a Vacancy Using a Template: .......................................................................................................................4

3.1 Using a Vacancy Template from the Main Vacancy Interface:............. .......... ........... .......... ........... .......... ........... . 4 3.2 Using a Vacancy Template from the Client Record: ............................................................................................5

Vacancy Templates




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1 Introducing Vacancy Templates: Once a vacancy has been created in Eclipse, it is possible to save the information as a template which can then beused in the future to create a vacancy for any client in the database.

2 Saving a Vacancy as a Template: Firstly, open the vacancy record to be saved as a template for future use. Select the ‘Save This Vacancy as aVacancy Template’ button from the toolbar at the foot of the vacancy record:

This button opens the following window:

To save the vacancy as a brand new template add a brief description of the vacancy in the first field and select ‘Save’.This template will then be available for future use.

To update an existing vacancy template, simply highlight the record to be updated from the list of previously savedtemplates and select the 2

nd‘Save’ button.

To delete an existing template from the list, highlight the record to be removed and select ‘Delete’. This is the onlyway to delete existing templates. Please note the ‘Delete’ option is not available from the ‘Add Using Template’ buttonwithin the ‘Vacancy’ section of the main interface.

To save the vacancy as a brand new templateadd a brief description of the vacancy in the

first field and select ‘Save’

To update an existing vacancy template,

highlight the record in the list and select the2

nd‘Save’ button

To delete an existing vacancy template,highlight the vacancy and select ‘Delete’

‘Save this vacancy as a vacancy template’ button




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3 Creating a Vacancy Using a Template: Vacancy templates are particularly useful where similar vacancies often occur. For example, if a client notifies of avacancy similar to one requested or filled previously (not necessarily by the same client), instead of creating a brandnew vacancy from scratch, a template of the basic vacancy details can be used as a starting point for the new record. Where a template has already been saved there are two ways of creating a new vacancy using a template:

1. From the main vacancy interface2. From the client record

3.1 Using a Vacancy Template from the Main Vacancy Interface:

Select ‘Add Using Template’ from the left hand side of the main vacancy interface as shown below:

Selecting this button open the following window displaying a list of saved vacancy templates:

Select the desired template from the list and click ‘Proceed’. This will create a new vacancy record containing theinformation from the template.

Selecting ‘Add Using Template’from the main Vacancy window

will open this screen

Select the desired template fromthe list and click ‘Proceed’ to

create the new vacancy record

Select ‘Add Using Template’




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The only additional information required will be specific to the client e.g. client name and address, agreed fee, clientcommitment indicator and any external reference numbers. Select the green ‘+’ button to search for the desired Client. Once the client has been chosen, the address fields will beautomatically populated. The screen shot below shows the ‘Programmer’ vacancy template used in the vacancy example above.

3.2 Using a Vacancy Template from the Client Record:

The second way of utilising the vacancy template feature is through a client record. Open a client record and selectthe ‘Vacancy’ button as shown below. Eclipse provides two options:

1. Create a blank vacancy for this client

2. Create a vacancy for this client using a vacancy template

The vacancy template containsall the general information

regarding the vacancy with theexception of client specific

details

Select the green ‘+’ button tosearch for a client and populatethe address details. Completethe remaining information as

re uired

Open a client record andselect the ‘Vacancy’ button

Select ‘Create a vacancy forthis client using a vacancy

template’




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Select the second option to display the list of potential templates to use.

Highlight the required template from the list and select ‘Proceed’

Eclipse creates the vacancy pre-populating much of the information including the client name and address.

Highlight the required templatefrom the list and select ‘Proceed’

Eclipse pre-populates much ofthe information in the vacancyincluding the client name and

address

Vacancy Templates

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