Consultants are personnel currently employed by the Recruitment Company (they must have their own personnel record with the Site set to the Recruitment Company).
Adding a New Consultant
If the consultant does not already have a personnel record:
|1.||Press the New button on the PRS Personnel form and enter the name, occupation and phone number of the consultant.|
|2.||Set the Site field to the Recruitment Company.|
|3.||Press the F4 key to lock and save the new record.|
If the consultant has a personnel record make sure the Site field is set to the Recruitment Company.
Once a person's Site field has been set to the Recruitment Company they will appear in the PRS Logon dialog and the lists of consultant names that appear on PRS forms.
When a Consultant Leaves
When a consultant leaves you have three choices:
|1.||Change the Site field on the consultants personnel record to the company the consultant has moved to.|
|2.||Or check the Retired checkbox on the consultant's Personnel form.|
|3.||Or change the consultant's personnel record details to that of a new employee taking over the consultant's role (if you opt for this choice then the new person will inherit the previous consultant's reminders, vacancy activity, billings and placements).|
If you opt for choices 1 or 2 then you should reassign any clients or candidates currently owned by the leaving consultant. You can do this using the Client/Candidate Ownership Tool (in the PRS Tools menu). Consultants that have left will remain in client/candidate drop-down lists until all their clients and candidates have been reassigned.
While it may seem a little odd to class administrative and other staff not directly involved in making placements as consultants it allows them to:
|1.||Log onto and use the PRS for non-recruitment tasks such as invoicing, data entry and vacancy publication.|
|2.||Send and receive PRS Reminder messages.|