Consultant Management
Note: Only company Executives can manage the Consultants.
In order to add a new consultant, click the YouRecruit logo (top left).
In the main Dashboard click on Consultants on the left hand side of the page.
In the submenu click on the blue Add New Consultant button. This will bring you onto the Edit Consultant page.
Add new Consultant
You will now see a list of fields where user details can be inserted such as forename, surname, phone, email, address (Username is the email address).
You can select the Consultant Type by clicking on the radio buttons for either Company Administrator or ordinary User.
Subordinates (Primarily for the posting module – can be ignored if using Temp Manager only).
The last Modules field provides you with a dropdown menu where you can select which module you require. (Job Posting or Temp Management).
Consultant types – Set the user type as per the table above. This field will not appear for Company Admins. Click on the information icon to the right of the Consultant type dropdown for more info.
Consultant Types
YouRecruit Temp Manager supports the following consultant roles:
User Type | User Permission |
Executive |
|
Manager |
|
Supervisor |
|
Finance |
|
Standard |
|
Timesheet Coordinator |
|
Compliance Administrator |
|
If you are unsure which consultant type to choose for a colleague, we would suggest assigning the user with standard access. If you later find this consultant type to be unsuitable or wish to increase the level of access for the consultant, you can simply select another consultant type with more appropriate permissions.
Tempman additional settings
Batch uploader – when assigning timesheets the employee manager will be set as timesheet assignee instead of the user who changed the timesheet status.