There may be occasions when you wish to change the Contact or Organisation record which a Vacancy is associated with.
For example, if the primary Hiring Manager has changed, you should change the Contact against the Vacancy, as this is the main Hiring Manager.
Changing an Organisation
To change the Organisation the Vacancy is associated with, access the Details tab of the Vacancy in question.
Scroll down to the Relationships section.
Here you will find the Organisation field - it will display the name of the Organisation record the Vacancy is currently associated with.
Clicking Select will allow you to change the organisation.
Having selected the new organisation and clicked Apply, the popup will close and a warning will be displayed asking if you wish to "...update vacancy information from this Organisation?".
If you select Update, Eploy will automatically replace some of the information saved within the Vacancy with details from the new Organisation, such as the Location and Address. If you don't want this to happen, click Cancel. Clicking Cancel will stop the organisation from being updated. If you do continue with the change, you can easily set everything back to its previous state using the various edit options within the tab.
📌 Note updating the Organisation will likely result in the Contact being removed. This is due to the Vacancy Security Settings within your system configuration which govern which Hiring Managers can view each Vacancy. If the current Contact is not associated with the new Organisation, then they will be removed and will have to be re-added to the Vacancy.
Changing a Contact
The Contact against a Vacancy is the main Hiring Manager.
To change the Contact, open the Details tab within the Vacancy in question and scroll down to the Relationships section - here you will see the currently assigned Contact.
Just like with Organisations above, clicking select will open the contact selection menu. Changing the Contact will not make any other changes to the Vacancy.