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Search Job Orders

Learn how to search for Job Orders using the Primary, Secondary, Pattern, Permanent Job, and Custom Field tabs, then review results, add a new job order, and change the Job Orders List layout.

Written by Jason Tu
Updated over a month ago

Use the Job Orders page to find existing job orders by job details, client details, dates, supplier or agency information, pattern setup, permanent placement details, or workspace-specific custom fields. You can also export the results, add a new job order, and control which columns appear in the result grid.

πŸ“Œ Note: The fields, dropdown values, shift codes, and custom fields shown on this page can vary by workspace configuration.


Search Job Orders

  1. Go to Recruitment Manager, then click Jobs, then click Job Orders.

  2. Review the available search tabs: Primary, Secondary, Pattern, Permanent Job, and Custom Field.

  3. Select the tab that matches the details you know, then enter one or more search values.

  4. Click Search.

  5. Review the matching records in the Job Orders List.

  6. Click Export, Reset Filter, or Manage Layout above the results if you need to export the list, clear grid filters, or change the visible columns.

πŸ“Œ Note: Click Reset to clear the search fields in the search panel. Click Reset Filter to clear filters applied to the results grid.


Use the Primary Tab

Use the Primary tab for most day-to-day Job Order searches.

You can search by:

  • Job and client details such as Job Number, Parent Name, Parent No., Client Name, Client No., Dept/Section, Cost Centre Name, Client Type, Job Type, and Candidate Name

  • Job and placement filters such as Status, Status Reason, Skill Group, Position, Position Type, Type of Service, Work Type, Submitted to Timesheet, Job Order Advertised, Order by Contact, Site Contact, Report to Contact, and Favourite

  • Date filters such as Start Date, End Date, Filled Date, Create Date Range, and Last Update Date

  • Organisational and user filters such as Country, Brand, Region, Office, Job Creator, Job Owner, Filled By, Record Created By, and Last Update By

Use this tab when you know details such as the job number, client, parent, position, candidate, status, office, owner, or start date.

πŸ€“ Tip: Start with Job Number, Client Name, Position, Candidate Name, Status, or Office, then add more filters only if the results are too broad.


Use the Secondary Tab

Use the Secondary tab when you need to search by purchase order, template, supplier, agency, location, source, exclusivity, or other advanced job details.

You can search by:

  • Job and requirement details such as Client Position, Location, Reason for Need, Source, Probability Fill, Exclusive, Ext. Possible, Family No., and Job Description

  • Purchase order and template details such as Purchase Order Group, Purchase Order No., Alternate Number, Migration ID, Template Name, Template Hierarchy, Rate Linked, and Created From Template

  • Agency and supplier details such as Agency, Agency Job No., Agency Client No., Agency Candidate, Agency Candidate No, Agency Position, Supplier, and Supplier Type

Use this tab when you need to search by:

  • Purchase order information

  • Supplier or agency details

  • Template usage

  • Probability or exclusivity settings

  • Location or reason for need

  • Job description text


Use the Pattern Tab

Use the Pattern tab when you need to work with job search patterns.

The tab includes these actions:

  • Add Pattern

  • Delete Pattern

When you click Add Pattern, the Job Search Pattern window opens. The draft shows that this window includes:

  • Select Pattern

  • Pattern Name

  • Pattern Type

  • No Of Weeks

  • a weekly grid for Week 1

  • Shift Code

  • day columns for Sun, Mon, Tue, Wed, Thu, Fri, and Sat

  • row add and remove controls

  • Save

  • Cancel

To search Job Order by pattern:

  1. Click Jobs, then click Job Orders.

  2. Click the Pattern tab.

  3. Click Add Pattern if you want to create a search pattern.

  4. Complete the pattern details.

  5. Click Save to keep the pattern, or click Cancel to close the window without saving.

  6. Once all done, click on search.


Use the Permanent Job Tab

Use the Permanent Job tab when you need to search for permanent-placement jobs by salary, billing, guarantee, or benefits details.

You can search by:

  • Salary fields such as Total Package, Base Salary, and Retirement / Super %

  • Placement and billing fields such as Service / Product Item, Bonus Details, Career Path, Benefits, Ready for Invoice, Estimated Bill Date, and Actual Bill Date

  • Guarantee fields such as Replacement Cover Req'd, Guarantee Date, and Guarantee Days

Use this tab when you need to search permanent jobs by:

  • Salary range

  • Invoice readiness

  • Bill dates

  • Guarantee dates

  • Guarantee period

  • Benefits or bonus details


Use the Custom Field Tab

Use the Custom Field tab when your workspace includes custom job order fields.

πŸ“Œ Note: Custom fields are workspace-specific. Another workspace may show different fields, labels, or values.

To search Job Order by Custom Field:

  1. Click Jobs, then click Job Orders.

  2. Click the Custom Field tab.

  3. Enter or select the values you need.

  4. Click Search.


Review the Job Orders List

After you run a search, matching records appear in the Job Orders List.

The results area can show:

  • a result count such as Job Orders List

  • row selection checkboxes

  • pagination controls such as Previous and Next

  • a range such as Showing 1-10

The layout manager also shows Job Owner and Office as visible columns in the grid layout.


Use the Result List Actions

Above the Job Orders List, these actions are available:

  • Add Job

  • Export

  • Reset Filter

  • Manage Layout

Use these actions to create a new job order, export the current results, clear filters applied to the result grid, or change the visible columns.


Add a Job Order

Use Add Job when you want to create a new job order from the search page.

  1. Click Add Job above the Job Orders List.

  2. Select one of these options:

    • Temporary

    • Permanent

    • Contract

  3. Complete the job details on the page that opens.

  4. Click Save to create the job order, or click Cancel to close the page without saving.


Change the Job Orders List Layout

Use Manage Layout to control which columns appear in the Job Orders List.

  1. Run a Job Order search so the result list is visible.

  2. Click Manage Layout.

  3. Remove any columns you do not need by using the delete icon beside the selected column.

  4. Use the up and down controls to reorder the visible columns.

  5. Click Add Columns if you want to include more fields.

  6. Click Apply to save the layout, Reset Layout to return to the default layout, or Cancel to close without saving.

Default Visible Columns

The draft shows these columns in the grid layout:

  • Job No.

  • Position

  • Start Date

  • First Shift Name

  • First Shift Start Time

  • First Shift End Time

  • Candidate Name

  • Candidate ID

  • Status

  • Position Type

  • Type

  • Job Owner

  • Office

Available Columns

When you click Add Columns, the Add Column window opens.

The draft shows these additional available columns:

Job and placement columns

  • Family No.

  • Probability Fill

  • End Date

  • Filled Date

  • Status Reason

  • Type of Service

  • Exclusive

  • Source Name

  • Reason for Need

  • Location

  • Client Position

  • Timesheet

  • Work Type

  • Job Posted

  • Job Creator

  • Job Filler

  • Agency

  • Total Package

  • Base Salary

  • Template Name

  • Template Hierarchy

  • Rate Linked

  • Rate Origin

  • Last TS End Date

  • Rate Type

  • Pay Agreement

  • Cond. Variable Pay

  • Bill Agreement

  • Job Description

  • Cond. Variable Bill

  • Est. Pay Rate

  • Est. Bill Rate

  • Order Date & Time

  • Supplier

Organisational columns

  • Country

  • Brand

  • Region

  • Department

  • Cost Centre Code

The Add Column window also includes:

  • Select All

  • Add

  • Cancel

πŸ“Œ Note: The available columns can vary by workspace configuration.


Choose the Right Search Approach

Use the simplest search first, then narrow the results only if needed.

If You Know the Job Number

  • Use the Primary tab and search by Job Number.

If You Know the Client or Parent

  • Use the Primary tab and search by Client Name, Client No., Parent Name, or Parent No.

If You Know the Position or Candidate

  • Use the Primary tab and search by Position, Candidate Name, Skill Group, or Position Type

If You Need Purchase Order, Agency, or Supplier Details

  • Use the Secondary tab.

If You Need Permanent Placement Salary or Guarantee Details

  • Use the Permanent Job tab.

If You Need Workspace-Specific Business Filters

  • Use the Custom Field tab.

If You Need to Review the Results More Clearly

  • Use Manage Layout to add fields such as Job Owner, Department, Work Type, Type of Service, Supplier, or Reason for Need.

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