Client Management
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      1. XeopleRecruit Knowledge Base
      2. Client Management

      Create Client

      Client typically refers to an organisation or employer who engages with the recruitment agency to fill job positions with qualified candidates. These clients may be businesses, companies, or other entities seeking to hire employees for various roles within their organisation. 

      Creating a client within Xeople Recruit offers several benefits:

      • Centralising client information streamlines and organises details like contact info, job requirements, and communication history, enhancing client relationship management.

      • Having client details enables you to effective communication on job specs, candidate submissions, and feedback, fostering clear and timely exchanges.

      • Xeople Recruit enables seamless tracking and management of client-associated jobs, allowing you to monitor statuses, submissions, and requirements in one platform.

      • Access to detailed client profiles and historical data empowers informed decision-making, aiding in trend identification, strategy optimisation, and service customisation to meet client expectations.

      Create a Client

      • Navigate to the main navigation header bar and click on Clients.
      • Click on the (+) button.

      Clients - Add Client

      • The add client screen appears. Fill in the required details and then click Save.

      Information: A Client Relationship Manager (CRM) is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty.

      Information: Longitude and latitude are necessary when creating a client to precisely pinpoint the client's geographic location. This information enables you to efficiently match candidates with job opportunities based on proximity, ensuring effective coordination and minimising travel time for interviews or meetings.

      Add Client - Fill Details - Save

      Similarly, to add a client from the Quick add Client panel, follow these steps:

      • Navigate to the main navigation header bar and click on the Quick add Client (+) on the top left side.
      • Select Client and follow the steps outlined above to create a new client.

      Quick add Client - Add Client