Agency

1.Open a "Client" or "Candidate” window.

2.Do a search to display the client or candidate file.

3.Click on the "Settings" tab and on the "Web” sub-tab.

4.Click on .

5.The user will receive the procedure to follow by email.

The existing candidate or client must not create an account in order to not create a duplicate in your records.

The existing candidate or client must not create a new account with another email address as the one entered in PRIM, which would also produce duplicates in your records.

If a candidate or a client has an open file in PRIM, it is possible to link his file and the Web platform.

1.Open a "Client" or "Candidate” window.

2.Do a search to display the client or candidate file.

3.In the email area of the tab "Contact", you must make sure that the property “Authentication email on the Web platform" of the email entered is checked.

4.Click on the "Settings" tab and on the "Web” sub-tab.

5.Click on .

6.The user will receive an email with a link to follow to complement his registration on the Web platform.

Procedure made by the candidate or the client

1.The candidate or the client must have the address of your website and the indications to connect to your Web platform.

2.The user must click on "Forgot your password? ", Write the email address which figure in his file in the box "User Name" and click on ''Verify user name'' .

3.The user will receive an email with a link to follow to complete his registration on the Web platform.

It is possible to add check boxes for additional questions if needed, you must contact your administrator.

1.On the Ribbon "PRIM", click on "Division".

2.Select the Info/Ranking/Criteria tab

3.Check a box to add a new question.

4.Write the question and the answer.

According to your configuration, it is possible that the step 1 is completed.

If it is not completed and if you do not have access to the "Workflow's setting management" window, contact your internal supervisor.

Step 1

1.On the ribbon "Workflow", click on (Settings)  to open the "Workflow's setting management" window.

2.Move under the "File type management" tab.

3.Select "Job offer" or "Term" in the "System's item" and the file type "Picture".

4.In the section "Properties", check the box "Picture for sharing on social networks".

Step 2

5.Check the box "Picture for sharing on social networks" in the section "Properties" of the logo which was added under the "Documents management" tab in the file of the client or in the job offer or in the term sheet.  

In order for the logo to be displayed on the job offer or on the term sheet, make sure that besides your positive interest for an application, the client and the candidate also expressed their positive interest.

PRIM looks for the picture to be displayed on the job offer or on the term sheets according to a priority order

I.Picture added under the "Document management" tab of the job offer or the term sheet. (If PRIM does not find a picture, it will go to the next level).

II.Picture added under the "Document management" tab in the file of the client. (If the box "Confidential" is checked in the job offer sheet or if there is no picture in the file of the client, PRIM will go to the next level).

III.Picture of the division associated to this client.