What your Agency may refer to as customers or clients, ActivateStaff refers to as Companies. The Companies tab is where you’ll find all the details of each company your agency works with.
There are two sections to the Companies tab, Active Companies, Archived Companies and New Company.
The Active Companies page contains
A list of all companies that are currently active
A search bar to search by company name or ATS ID#
A filter to narrow down the list by Branch
A button to create a new company from scratch
To view an individual company page, click on the company’s name in the list. Each individual company contains the following sections.
Company Details
The Company Name, Lead Recruiter and Agency Branch are all required for company details. The Lead Recruiter will show up on the company’s profile as “Assigned to” and the Branch is specified by what specific branch that company falls under. For example, Hospitality, Head Office or Commercial.
Locations
The locations section lists the physical address of the company’s placements. Within ActivateStaff, a company can have multiple locations and there is no limit. Each location has the ability to have its own set of contacts. Location name is used to distinguish multiple locations.
Notes
The Company Notes section allows you to provide further details about the company. This is really important for your candidates to get a better idea about the company. The Company Information field is typically used for general information about the business or need-to-know information. The Company Culture Details are to explain the benefits and atmosphere of the work environment. These sections can either be visible to the candidates or private for internal use. There is also a section for Internal Notes as well if you want to include information about the company that’s for internal use only. The client and worker won’t see this information at all.
Jobs
The Jobs table displays all jobs that correspond with the selected company. The table can be sorted by Job Name, Status, Roles Filled or Date. New jobs can be added directly from this table.
Placement Schedule Templates
Placement Schedule Templates are used when placements will have standardized schedules at the company level. Creating a placement requires a name, the days of the week, as well as the start and end time of the placement.
💡Tip: If your agency is no longer filling positions for a company, you can archive the company within the Agency Portal. Archiving the company will not automatically close all jobs, you must close or archive the jobs individually.
How do I add a new company?
There are two ways that you can add a new company. One is through your Active Companies page as well as the New Company page.
You will need to include the Company Name, Lead Recruiter and Branch. You can also add a location as well for the company. If you need to add more than one company you can do so after you have created your company. If you add a location during company creation, you will need to also add a contact for that location.
Can I unarchive an archived company?
You will be able to unarchive an archived company by either searching for the company using the search bar or selecting the company from your list of Archived Companies.