The first step in the opportunity lifecycle is to create an opportunity.
When creating an opportunity, you’ll select a job to create an opportunity for, and then fill out information on the following tabs:
- Select Job Tab - select a Job to create an Opportunity. The list of available jobs is imported from the Jobs business rule in the UKG Pro solution.
- Select Position Tab - available only for those using the Position Automation feature. Select a Position (configured in the UKG Pro solution) to link it to an Opportunity. If you do not wish to associate a Position to a Job, you can Skip & Continue.
- Opportunity Information Tab - configure the opportunity title and description, and the work experience, education, license, certification, and skill requirements.
- Opening Information Tab - configure information about the opening, such as continuous opening, budgeted FTE, maximum headcount, details about the opening and incumbent, and justification comments.
- Screening Tab - configure candidate availability, screening questions, and assessment packages.
- Company Information Tab - configure information about the company, such as company, location, and org levels.
- Compensation Tab - configure compensation information, such as employee type, full or part-time, salary or hourly, and salary.
- Recruiting Processes Tab - configure the opportunity contacts, recruiting process, and approvals.
If the Recruiting solution is integrated with the UKG Pro solution, many the fields are pre-populated with values from the UKG Pro solution, but they can be modified, if needed.
Important:
If your organization uses the Position Automation feature, modifying the default values in the Recruiting solution may cause issues when completing the hire in the UKG Pro solution.
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