Home Page

The Home page displays a list of requests that you are actively managing, and important announcements for your supplier organization.

The Home page is decided into two sections:

Action Items - Displays selectors to navigate you to actions that await your perusal. This can include billing, or reviewing quotes.
Updates - Displays items that were recently updated, and their statuses.

Note that from this view you can trigger actions. The right column in the table displays any triggers, and the trigger result. In this view you can click the blue text links to activate the trigger, or to access the specific information set.

In any table where it displays, access request information by clicking the blue request or engagement number.

The first number in the list (left) is the request number, and the second number (right) is the engagement number. Only filled requests (converted to engagement) have a second number. Project worker engagements (if enabled) have both clickable numbers, with the first number being the project engagement, and the second number being the project worker engagement worker. Workers assigned to projects (project worker request type disabled) do not display a value in the Title column.

Note:

The Project request type can be enabled for a client organization with or without the project worker engagement type. For more information about project worker configuration, see Client Settings.

You can locate request/engagement information using the Search functionality. This functionality can be accessed by clicking Search button at the top of any of the information table views, or by clicking the Requisition tab. For more information about the search functionality, see Searching Through Requisitions.

The Recent Candidates section displays candidate activity for all requisitions. Clicking the worker's name navigates you to the Requisitions > General Info > Resume/Portfolio page, and clicking the request number navigates you to Requisition > General Info. You can manage the pagination using the display controls at the bottom of the section, and by clicking the header row label.

The Action Items section displays view selectors that represent statuses that require action, including pending onboarding items.

Clicking each selection navigates you to the item information. The selector buttons display the number of items that require attention.

Note:

Only users with the 'Document Management' permission see the Expiring Documents row in the Action Items section. See Documents Page.

Note:

If the supplier organization has accessed the Home page using an invite code, they can only view requests where they are invited to submit candidates or quotes.

Note:

If the Bring Your Own Key (BYOK) data encryption feature is enabled, some fields in the application do not off 'like' suggestions. For example, if you are adding a user name to a field, you can type in a few characters and the application searches available data to suggest existing name values. With encryption, you need to provide the exact name value because the system cannot search encrypted values. It is suggested that if you have the value, copy/paste it into the data field.

For more information about data encryption, see Bring Your Own Key Encryption.