Company Record


This article will aid you in navigating around the company record. Please see the related articles for further details of specific areas and functionality. In this article you will find:

Introduction & Navigation | Overview | Overview > Details | Overview > Terms | Overview > Additional | Overview > Information area | Overview > Contacts, Jobs & Placements | 

Overview > Submissions area | Comments | Attachments |


Introduction & Navigation 

Companies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used to see activity related to a specific company or to search for companies without terms agreed related to specific industries to target for business development. All of which, and more, can be managed via the company record in itris.

You have the ability to have multiple company records open at any one time and can return to the Company Record hub using the Hub icon in the top left.


At the top of each company record is the company name banner which will display an icon showing the type of company they are (Customer, Agency, Umbrella Company, Supplier or Competitor) their name, the industry they are in (if entered in the overview > details tab), their size and then the status of any terms. The colour the name banner information is displayed in is related to the colour assigned to the status (e.g. Client, Prospect etc. see related article Data | List Items | Company & Contact).


The company's name and company type can be edited, additionally a known as can be entered by clicking on the company's name.


In the top right of each record, you will also find links to the company's social media; functions to mark the company as a favourite, refresh the record, archive the record or delete (permission-based), as well as the company's record ID number plus who created the record and when.


Each record type in itris has an action bar with actions relevant to the record type. On the company record, this includes creating new appointments and comments, sending emails, creating new contacts or jobs and placing applicants into a job. Please see the relevant related articles for further information.


Overview 

In the overview area, you are able to add a picture of the company's logo. If a picture is added, it will be displayed in the circle and appear under the attachments, if no picture is added the circle will display with a colour related to their status and the company's first initial.

Below the picture, their address(es) will be displayed, allowing you to easily view all locations.


Overview > Details 

Much of the information in the details area is linked to other parts of the company record. For example, terms are taken from the Terms tab (see related article).

The company status can be updated by clicking on the status itself. Assigning a company with a status will aid in searching, especially if you are searching your database for companies with a particular status. A colour is associated with each status and will impact how the name banner is displayed. See related article Data | List Items | Company & Contact.

Parent Company displays the company's parent company. If no parent company is assigned, N/A will be displayed. To set a Parent Company, click on the field title.

When a company is selected as the parent company, the subsidiaries field will be displayed and show the number of subsidiary companies linked to it (all levels below) with the ability to see a list of the companies when clicking on the view icon. 

Sector displays the sector that the company belongs to in terms of Public, Private or Not For Profit.

Industry will display a list of industries created by you within the itris Management Utility (IMU). Business Types will be selectable if they have been created under the industry selected (see related article).

Recruits For will show a list of job functions that the company recruits for. You will be able to select multiple Job Functions. See related article Data | List Items | General for more information on Job Functions.

The Quick note is often used to display a short, but important note about the company that is useful to know. This is a searchable field.

Fee will display the agreed fees for the company. For flat fees, this will display 'Flat Fee' with a single monetary value. For fixed fees, this will display 'Fixed Fee' with a single percentage value. For fee scale, this will display 'Fee Scale' with a percentage value displaying the lowest percentage range to the highest percentage range with a view icon displaying the standard terms card. This will be hidden if there are no terms. See related article for further information.


Under Communication, the company's default telephone number and email address will be displayed. These items and the icons below are quick links, for example, clicking on the email address or email icon will open the email form (see related articles).

This area also displays the last contacted date, where you can switch between the last date you contacted the company or a contact at that company, or any user contacted the company/contact. This gives you a quick view of communication activity against the company record. Please refer to the related article Data | List Items | General on how to set comments to update last contacted date.

You can also see the next scheduled contact date which is determined by the date and time of the first appointment where one or more relevant company or contacts are attendees, and the appointment starts today or in the future. Appointments with the type of "General" are not included. When the "Just Mine" filter is applied, only appointments where you (the current user) are an attendee are displayed.


Overview > Terms 

Every company that has a professional relationship with any other company may have Terms of Business that both parties will agree on prior to doing business. From here, you will be able to view if terms are agreed/not agreed with that company. For further information, please see related articles.


Overview > Additional 

In addition to showing the company's registration number and Known As name (if entered on the overview > details tab), the Additional tab is where you can set if the company requires a purchase order (PO) number. This will force the user to add a PO number at the placement stage.

Additionally, you have the ability to set a company-wide default marketing preference for all contacts, the preference set on the company record will act as the default for all new contacts created for that company.

Overview > Information area 

In the bottom left of the overview tab is the information area, where you can add further information to the record. Each tab in the information area has a separate article covering its functionality. Please see the list of related articles.


Overview > Contacts, Jobs & Placements 

In the top right of the overview tab, you will find all contacts, jobs and placements associated with that company. From here, you can navigate to the relevant records, or create new contacts and jobs.

For further information, please see the relevant related articles.


Overview > Submissions area 

The submissions area tracks and manages certain stages of an applicant’s submissions (CV submissions, Interviews and Offers). Additionally, it will also track when the applicant is marketed to a contact at that company.

This area is essentially a mechanism that allows you to submit an applicant, and move them through the submission levels based on their successes.

Please see the related articles for CV Marketing Hub and Submissions Area for further information.


Comments 

Comments are a useful tool for tracking communications with a company. Recording comments provides transparency between colleagues and aids customer service by providing a log of all of the communication between your agency and the company. Depending on your company settings, in addition to comments you manually add, you may find emails sent to and received from contacts working at that company displayed here (with the email additionally visible via the attachments area). Please see the related article for further information.


Attachments 

Attachments are an integral part of any database software, particularly in recruitment. Attachments is where the terms of business if agreed, will be stored. Please see the related article for further information.



This article will aid you in navigating around the company record. Please see the related articles for further details of specific areas and functionality. In this article you will find:

Introduction & Navigation | Overview | Overview > Details | Overview > Terms | Overview > Additional | Overview > Information area | Overview > Contacts, Jobs & Placements | 

| Overview > Submissions area | Comments | Attachments |


Introduction & Navigation 

Companies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used to see activity related to a specific company or to search for companies without terms agreed related to specific industries to target for business development. All of which, and more, can be managed via the company record in itris.

You have the ability to have multiple company records open at any one time and can return to the Company Record hub using the Hub icon in the top left.


At the top of each company record is the company name banner which will display an icon showing the type of company they are (Customer, Agency, Umbrella Company, Supplier or Competitor) their name, the industry they are in (if entered in the overview > details tab), their size and then the status of any terms. The colour the name banner information is displayed in is related to the colour assigned to the status (e.g. Client, Prospect etc. see related article Data | List Items | Company & Contact).


The company's name and company type can be edited, additionally a known as can be entered by clicking on the company's name.


In the top right of each record, you will also find links to the company's social media; functions to mark the company as a favourite, refresh the record, archive the record or delete (permission-based), as well as the company's record ID number plus who created the record and when.


Each record type in itris has an action bar with actions relevant to the record type. On the company record, this includes creating new appointments and comments, sending emails, creating new contacts or jobs and placing applicants into a job. Please see the relevant related articles for further information.


Overview 

In the overview area, you are able to add a picture of the company's logo. If a picture is added, it will be displayed in the circle and appear under the attachments, if no picture is added the circle will display with a colour related to their status and the company's first initial.

Below the picture, their address(es) will be displayed, allowing you to easily view all locations.


Overview > Details 

Much of the information in the details area is linked to other parts of the company record. For example, terms are taken from the Terms tab (see related article).

The company status can be updated by clicking on the status itself. Assigning a company with a status will aid in searching, especially if you are searching your database for companies with a particular status. A colour is associated with each status and will impact how the name banner is displayed. See related article Data | List Items | Company & Contact.

Parent Company displays the company's parent company. If no parent company is assigned, N/A will be displayed. To set a Parent Company, click on the field title.

When a company is selected as the parent company, the subsidiaries field will be displayed and show the number of subsidiary companies linked to it (all levels below) with the ability to see a list of the companies when clicking on the view icon. 

Sector displays the sector that the company belongs to in terms of Public, Private or Not For Profit.

Industry will display a list of industries created by you within the itris Management Utility (IMU). Business Types will be selectable if they have been created under the industry selected (see related article).

Recruits For will show a list of job functions that the company recruits for. You will be able to select multiple Job Functions. See related article Data | List Items | General for more information on Job Functions.

The Quick note is often used to display a short, but important note about the company that is useful to know. This is a searchable field.

Fee will display the agreed fees for the company. For flat fees, this will display 'Flat Fee' with a single monetary value. For fixed fees, this will display 'Fixed Fee' with a single percentage value. For fee scale, this will display 'Fee Scale' with a percentage value displaying the lowest percentage range to the highest percentage range with a view icon displaying the standard terms card. This will be hidden if there are no terms. See related article for further information.


Under Communication, the company's default telephone number and email address will be displayed. These items and the icons below are quick links, for example, clicking on the email address or email icon will open the email form (see related articles).

This area also displays the last contacted date, where you can switch between the last date you contacted the company or a contact at that company, or any user contacted the company/contact. This gives you a quick view of communication activity against the company record. Please refer to the related article Data | List Items | General on how to set comments to update last contacted date.

You can also see the next scheduled contact date which is determined by the date and time of the first appointment where one or more relevant company or contacts are attendees, and the appointment starts today or in the future. Appointments with the type of "General" are not included. When the "Just Mine" filter is applied, only appointments where you (the current user) are an attendee are displayed.


Overview > Terms 

Every company that has a professional relationship with any other company may have Terms of Business that both parties will agree on prior to doing business. From here, you will be able to view if terms are agreed/not agreed with that company. For further information, please see related articles.


Overview > Additional 

In addition to showing the company's registration number and Known As name (if entered on the overview > details tab), the Additional tab is where you can set if the company requires a purchase order (PO) number. This will force the user to add a PO number at the placement stage.

Additionally, you have the ability to set a company-wide default marketing preference for all contacts, the preference set on the company record will act as the default for all new contacts created for that company.

Overview > Information area 

In the bottom left of the overview tab is the information area, where you can add further information to the record. Each tab in the information area has a separate article covering its functionality. Please see the list of related articles.


Overview > Contacts, Jobs & Placements 

In the top right of the overview tab, you will find all contacts, jobs and placements associated with that company. From here, you can navigate to the relevant records, or create new contacts and jobs.

For further information, please see the relevant related articles.


Overview > Submissions area 

The submissions area tracks and manages certain stages of an applicant’s submissions (CV submissions, Interviews and Offers). Additionally, it will also track when the applicant is marketed to a contact at that company.

This area is essentially a mechanism that allows you to submit an applicant, and move them through the submission levels based on their successes.

Please see the related articles for CV Marketing Hub and Submissions Area for further information.


Comments 

Comments are a useful tool for tracking communications with a company. Recording comments provides transparency between colleagues and aids customer service by providing a log of all of the communication between your agency and the company. Depending on your company settings, in addition to comments you manually add, you may find emails sent to and received from contacts working at that company displayed here (with the email additionally visible via the attachments area). Please see the related article for further information.


Attachments 

Attachments are an integral part of any database software, particularly in recruitment. Attachments is where the terms of business if agreed, will be stored. Please see the related article for further information.