Order procurement

You can create job orders to find staff according to the specified requirements.

The typical order workflow in Einstein II includes the following steps (click each step to open the details):

  1. Create order in the system by specifying all the necessary information and submit it. After this:
    • If the order does not have any custom steps configured, it is created in the Open status on Order Management (Hide the imageSee the image.) It means that the created order is published and is available for your partnership Agency(ies), so they can apply the matching Candidates.

    • If the order has one or multiple custom steps configured, it is created in the custom (for example, Interview) status(es) first. The order must be approved by the user(s) who have the corresponding permission before it can be published and moved to the Open status.
    • For an Open Per Diem order, you will later need to create re-orders for specific shifts. For details, go to Re-order (Open Per Diem).
  2. Offer position to Candidate who is applied to the order.
    When the Agency applies at least one Candidate to your order, the order's status changes to In Progress. After this, you may review the Candidate's details and credentials and offer them a position, shortlist (to consider later), or reject the Candidate.
    • At this stage, you may also offer a different bill rate for the Candidate that you approve.
  3. Onboard Candidate who accepted your offer.
    • You may not onboard a Candidate unless the required credentials are added to their profile. For details, go to Manage credentials.

See also