The Share Job feature enables you to send job details, including associated client and member (candidate) information, to Entire OnHire (EOH). You can even share job(s) without any member(s). This functionality facilitates the allocation of shifts (allocations staff appoint members to shifts), streamline job sharing by eliminating redundant entries, and support smooth payroll for both permanent and temporary placements. Upon sharing a job with member to EOH, the individual receives a notification containing login credentials for the member app, allowing them to view assigned shifts and respond by accepting or rejecting them as per their availability.
Optional Reading: How applicants are converted to members in Entire OnHire, click here, Convert Applicant to Active Member.
Optional Reading: How to allocate single or multiple shifts to members in EntireOnHire, click here: Appoint member for single and multiple shifts.
Before going through this article, we strongly recommend you read the Entire OnHire integration article, click here: Marketplace Configuration - Entire OnHire (EOH). This article will give you information on how EOH is integrated and how you can subscribe the feature(s) under it.
Optional Reading: To read more on the purpose of Marketplace, click here: Marketplace Configuration - Purpose.
To ensure seamless integration between XR and EOH, it's assumed that all relevant features have been subscribed to from the marketplace (Share Job, Share Client and Share Personnel to EOH).
If both the client and member are already in EOH, and the Share Client and Share Personnel features aren't subscribed from the marketplace, you can still share the job, provided the Share Job feature is subscribed.
To share a job with EOH from the Job landing three-dot button, follow the steps below:
- Navigate to the main navigation header bar and click on Jobs.
- Click on a Job Workflow and select a job from the list below.
- Click on the three-dot button and select Share Job.
If the Share Job feature is subscribed but the Share Client feature is not, clicking on the Share Job option will prompt the user with: Share Client feature is not subscribed from the marketplace. Click here to subscribe. Job cannot be shared without a client.
If both the client and member do not exist in EOH, the Client, Assign Member, and Job Order tabs will be displayed. If the client exists but the member does not, only the Assign Member and Job Order tabs will appear. When both the client and member exist in EOH, you’ll see only the Job Order tab. If the member exists but the client does not, the Client and Assign Member tabs will be visible, with the selected member shown as disabled and marked as successfully pushed, followed by the Job Order tab. Ensure the member has an Active status to share a job with EOH.
A job cannot be shared with EOH without linking it to a client. Map a client before sharing the job.
Subscribing to the respective features is necessary.
Jobs Landing – Three-dot – Share Job
- A share job pop-up with three tabs—Share Client, Assign Member, and Job Order—appears if the client or member isn't in EOH, allowing you to initiate their transfer from XR to EOH.
Recommend reading: How to create and share client to EOH, click here: Create Client.
Share Client - Assign Member - Job Order
- Assign Member section will appear with the Select Name of the Hired Candidate (Hired stage mapped to Hired stage type or any stage type mapped to Ready to Hire stage type) field as blank if no candidates are in the Hired stage.
- If candidate(s) are in the Hired stage, by default, the last candidate moved to the Hired stage (based on the timestamp) will be displayed. You can select a different hired candidate, and the system will check the member’s availability in EOH accordingly.
If only one candidate is in the Hired stage and not yet in EOH, and the job’s headcount is one, the dropdown will display just that candidate and auto-select them.
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- If the user does not select a member by clicking the remove (x) icon, or if the candidate is not in the Hired stage, the job will be shared without assigning a member.
- The Assign Member screen will display the selected member along with four tabs if not in EOH: Candidate Profile, Notes, Employment Status, and Review & Summary. Review and fill in the necessary details, then click Next to proceed through each tab. After completing all tabs, you will be taken to the Job Order screen.
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The Assign Member screen will appear when both the member and client are already synced to EOH, but the member’s status is not Active (this will ask you to Push member as active or share job without member). It will also appear if there are other member(s) in the Hired stage who have not yet been shared with EOH.
Members extracted from EOH cannot be pushed back as members to EOH. If member information appears in a disabled state, verify the source.
Recommend reading: How the assign member tab works, click here: Push Candidate as a Member – Job Action.
Recommend reading: How the assign member tab works, click here: Push Candidate as a Member – Candidate Landing & Summary.
If a user is on the Assign Member tab without a member selected and sees the message "You are sharing the job without a member," clicking the Back button will auto select the hired candidate on the Assign Member screen, allowing the user to either select or deselect them.
Assign Member - Share Job
- In the Job Order screen:
- Service Location: Displays the client’s name in read-only mode.
- Assign Candidate as Member: Displays the member’s name in read-only mode.
- Role/Qualification: Mandatory single-select dropdown, auto-populated with qualifications from the EOH API. The qualification master from EOH will source the list.
- From & To: Mandatory date picker, defaulting to the current date, but users can modify it.
- Shift Type: Mandatory single-select dropdown, auto-populated with shift types from the EOH API. The member shift master in EOH will source the list. If a client's shift is marked as default in EOH, it will display by default; otherwise, AM will be the default.
- Start Time: Auto-picked based on the selected shift type but can be manually updated using the timer icon. Defaults to 09:00 AM.
- End Time: Auto-picked based on the selected shift type but can be manually updated using the timer icon. Defaults to 05:00 PM.
- The Servicing Office field is mandatory and initially blank, but it auto-populates with values fetched from the EOH API.
- Contact Person (Professional): Displays the recruiter’s name in read-only mode.
- Notes: It will be a free text field where you can enter your notes.
- Upon completing all the fields, click on Share Job.
- If a member already exists in EOH with a status other than Active, a message will appear: "This candidate is not active. Do you want to push this candidate as Active?" You can either activate the member or choose to share the job without assigning a member, as an Active status is mandatory to push a job with a member upon clicking Share Job.
Upon clicking the Share Job button, the Job will be shared to EOH and EOH will pass on the Job ID to XR which will be updated in the Job Summary page.
Optional Reading: How to share a job from the Job Summary page, click here: Share Job to Entire OnHire (EOH) - Job Summary.
Share Job – Job Order
Optional Reading: To view how the client, member and job details appear in Entire OnHire, click here: ClientProfile, MemberProfile, JobProfile.
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