PRIM allows you to manually add clients to the list of preferences, for example if your candidate knows one of your clients.

Preferences are processed jointly between the client and the candidate, click on the icon (Open file) to open the file of the selected client.

1.Open the file of the candidate and go to Preferences tab.

2.In the main area, click on an empty line or on an empty line or on (Insert) in Home ribbon to launch the client selection window..

3.Click on (Execute search) to display the list of clients and be able to select a several clients at once.
You can also enter text in the green fields to find a specific customer.

4.Tick the box to select the client, then click on OK and save. The client is added in the list, and you will be able to tick the boxes of icon matching the candidate's preferences for this client, or client's preferences for this candidate.

5.If you want ot add preferences by department, repeat the above step in the lower section to add one or more departments in Department's details.

In order to be able to add departments, these must first be added in client's setting tab.

6.If you want to delete an item from the list, select the client or department anc click on (Delete).

Deletion of a client or department is only possible if the candidate never worked there.

Updating preferences allows you to assign the best possible candidate to a request and avoid to have an unappreciated candidate in the list of available candidates.

To edit preferences, just tick or untick the preference icon check boxes in appropriate section of the tab.  

Depending on your configuration or the filters applied, the candidates displayed in the list of available candidates may be different.

At the client's request, a candidate's work appreciation rating can be added in the "Priority" column.  This notation can be added from the candidate's file or from the client's file. However, the box in the "Favorite" column must be checked to allow this rating to be added.  

Priority 1 being the highest rating, this will allow you to select the best possible candidate for an assignment.

In the example below, we will use preferences by department. The same principles applies for general preferences of the client. However, the preference icon displayed in the planner will depend on how preferences are managed for this specific client (general or by department).  

In Preferences tab of the Candidate window, select a client in the main area and go to Department's details section.

Candidate's preferences

1.Department 3

•Even if the candidate has never worked in this department, he or she expressed interest to work there.

•Check the box in the Would like column. The candidate will be displayed in the list of available candidates for a future request.

2.Department 4

•The candidate does nto want to work in this department.

•Check the box in the Do not want column. The candidate will not be displayed in the list of available candidate for a future request in this departement, no matter what other boxes are ticked.  

3.Department 5

•The candidate has worked in this department before, and mentioned he or she loved to work there.  

•Check the boxin the Like column. Unless the client expressed a negative interest about the candidate (Not wanted), the candidate will be displayed in the list of available candidates for a future request.

Client's preferences

4.Department 1

•In this departement,  is particularly appreciated. Check the box in the Favorite column.

•In the Priority column, enter 1 and click on cliquez sur (Sauvegarder). Ce chiffre s'affichera à la droite du nom du candidat dans la liste des candidats disponibles pour une future demande.

•Unless a negative interest is expressed by the candidate (Does not want), the candidate will be displayed in th e list of available candidates for a future request.  

5.Department 2

•In this department, the candidate is no longer appreciated.

•Check the box Not wanted. Le candidat ne s'affichera plus dans la liste des candidats potentiels.