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Using Quick Book

How to create and book a Temp Regular Job in one workflow

Written by Jackie Read
Updated over a week ago

Within a Contact record and a Temporary Candidate record, there is the option to ‘Quick Book’. This enables the user to create a Temporary job and book a candidate in one step.

Select ‘Quick Book’ from the activities menu or use the shortcut icon:

Complete the details requested. 

Once confirmed, confirmation documents are generated and sent to the Candidate and the Contact. An assignment is created in Adapt.

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