How do I add a Placement record for a Talent Bench Consultant?

Steps to Add a Placement record for a Talent Bench Consultant:

Go to Talent Bench module

Find the profile submitted to a job requirement.

Click on + icon to view submissions

Select the job they are confirmed for

Click on ‘Add Confirmation’ (this option is available only to profiles submitted to a job)

Review details in the popup that appears

Click ‘Create’

Review Email preview and Send, as required

Choose Yes or Cancel when “Do you want to Initiate Onboarding?” popup appears.

A Confirmation record will be created in the Placements module

Click on the ‘Convert to Placement’ icon, found on the top right corner of the Confirmation record.

Click Yes for confirmation popup

Enter Date of Joining and Comments if any, in the next popup that appears.

Click Save