An order in Globus can be generated in multiple ways, through email parsing, integrations or manually. Below we describe how orders are created manually.
Creating a new order
Start by choosing the tab "Orders", then click on the (+) button in the top right corner to create new order (see image below).
A New Order-page will open and you can input more details regarding the order. Start by choosing the following information from the drop-down lists.
(1) Customer
(2) Corresponding department/project.
(3) Location including country, city and post code
Fields (2) & (3) could be auto-generated after you select a customer according to your integration.
This information will be used to match the role with the most suitable candidates.
(4) Assign a user to be responsible for the order. If you want the order to appear in "My order" list, assign it to yourself.
(5) Set a due date to keep track of the order and to make sure you dont miss any deadlines (You can sort orders based on Due date).
(6) You can add general comments or descriptions regarding the position or the requirements from the customer that will be shared with the candidates.
(7) You can input internal notes that will only be visible to other recruiters.
***Notes: If you need to create a new customer, go here to learn how to create a New Customer, then come back to step 1. The New Customer will be available in the drop-down list after it is added.
You can (1) create more roles in the same order by pressing the (+) button. Each role added can have a different set of skills and competencies (2). This information will be used to match with potential candidates that would fit the role. You can choose different criteria for the skills and competencies, some will filter out all candidates that don't have these skills (mandatory) others will just increase matching score (optional)
You can also use the duplication feature (3) if you want to quickly duplicate the schedule and add a different role or set of skills. If more roles can be relevant for the same job, you can add more roles in the "Adjust recommendations" after creating the order. Follow further instructions here.
Choosing shifts or periods
Once you've fulfilled your order details, there are two ways to add the schedule of the role.
(1) Generating schedule with AI:
Input a prompt describing the schedule that you need to create for the role and click Apply, then the shifts/ periods will be automatically generated by AI. You can use any language you prefer.
(2) Creating a schedule manually:
The shifts option is selected by default. When working with shifts, just set the start-end time and the dates of the shifts. If you need to add multiple shifts with different start-end times, you need to add them separately. Use the "Add shifts"-button when you have selected dates and times.
If you need multiple resources for the same shift date/times, use the headcount option.
Edit the time of your shifts/ periods by clicking on the clock icon, or add the hours and minutes using your keyboard.
*** Note: Shifts have to be added based on start/end times.
In the case of the period selection, select the period relevant to your order. Select the start date and then the end date. Start and end times are optional. Similar to shifts you can add multiple different periods. You can also set the headcount similar to shifts.
*** Note: If you wish to create both shifts and period for the same role in one order, you have to add one role for shifts and another role (with the same role name) for each period.
Finally, after adding all the details, click Save Order to create the order. A new order is now added to the My Orders and All Orders tab. As long as all shifts/periods are in new status (not sent or otherwise managed) you can edit all information using the edit option in the order.
In case you want to modify or update order details after the order was already created, you can follow the instructions here.