Jobs

How to Add a Job Manually in ATZ CRM

Create a job manually in ATZ CRM by entering the role, organization, contacts, funnel, and required job details.

Quick Answer

Go to Jobs, select Add Job, enter the position name, organization, contacts, and talent funnel, review the details, and select Create.

When to Add a Job Manually

Add a job manually when you need to create a new role in ATZ CRM from a client requirement, internal requisition, or hiring intake call.

Step 1: Open Jobs

Log in to ATZ CRM and select Jobs.

Step 2: Select Add Job

Click Add Job to open the job form.

Add job manually in ATZ CRM

Step 3: Enter Job Details

Complete the job fields, including:

  • Position name
  • Organization
  • Chief contact and backup contacts, if applicable
  • Talent funnel
  • Job description and location details
  • Salary, experience, and other job board fields when needed

Enter job details in ATZ CRM

Step 4: Create the Job

Review the details and select Create.

Use Cases

New Client Requirement

Create a job immediately after receiving a new role from a client.

Internal Hiring Intake

Add a job after intake so recruiters can begin sourcing and tracking candidates.

Job Board Publishing

Complete required fields during job creation so the role is ready for application forms and job boards.

Troubleshooting

Organization Is Missing

Create or import the organization first, then return to the job form.

Required Fields Are Blocking Save

Complete all highlighted required fields before selecting Create.

Job Is Created but Not Published

Check job status, location fields, description, and job application form visibility.

Frequently Asked Questions

Can I edit the job after creating it?

Yes. Open the job detail page and update fields as needed.

Can I clone a similar job instead?

Yes. Use Clone Job when another job already has most of the same details.

Does creating a job assign candidates automatically?

No. Create the job first, then assign candidates or source applicants into the job pipeline.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.