How do I add a Placement record for an Applicant?

Steps to create a Placement record for an Applicant:

1. Go to Applicants module
2. Find the Applicant profile submitted to a job requirement.
3. Click on + icon to view submissions
4. Select the job they are confirmed for
5. Click on ‘Add Confirmation’ (this option is available only to profiles submitted to a job)
6. Review details in the popup that appears
7. Click ‘Create’
8. Review Email preview and Send
9. Choose Yes or Cancel when “Do you want to Initiate Onboarding?” popup appears.
10. A Confirmation record will be created in the Placements module
11. Click on the ‘Convert to Placement’ icon, found on the top right corner of the Confirmation record.
12. Click Yes for confirmation popup
13.  Enter Date of Joining and Comments if any, in the next popup that appears.
14.  Click Save