Source Codes help you classify the origin of records across Recruitment Manager and Timesheet Import. These can be applied to Client, Job Order, Referral, and Candidate records.
In Timesheet Import, you can also define Source Codes for import batches - for example, to label the source of imported timesheet data.
⚠️ Important: Only users with permission to access Maintenance can create, edit, or delete Source Codes.
Create a Source Code
Go to Maintenance, then click Source.
Above the Source list, click Add.
Enter the details for the Source Code, including Name, Record Type, and Description.
Tick Active to make the code available for use.
Click Save.
Edit a Source Code
Go to Maintenance, then click Source.
Find the Source Code you want to update and click Edit.
Update the relevant fields, then click Save Changes.
Delete a Source Code
Go to Maintenance, then click Source.
Locate the Source Code you want to remove.
Click Action, then select Delete next to the item.
Click Delete to confirm.
Click OK to complete the process.
📌 Note: If the Source Code is in use, a hard warning displays and it cannot be deleted.
💡 Best Practices
Review Source Codes regularly to remove duplicates or outdated entries.
Keep naming conventions consistent to simplify reporting and search.
Ensure only authorized users manage Source Codes to maintain data accuracy.
🤔 FAQs
Q1: What happens if I try to delete a Source Code that’s in use?
Answer: The system displays a hard warning, and the Source Code cannot be deleted until it is no longer referenced.
Q2: Can I deactivate a Source Code instead of deleting it?
Answer: Yes. Untick Active to make the code unavailable without removing it from the system.