Submittal Management for Staffing Agency Users

On your main Submittal listing screen you will be able to review and update your current candidate submittals. Advanced and Quick Filters along with the Column configurations will help you to customize the listing screen to your needs.

Submittal Statuses

• Pending Submittal – the submittal is not complete. At this point only the Agency user can see the submittal, the VMS and Client user will be able to see it when it is completed.
• Submitted – after the agency user completes the submittal the candidate by default will be in a submitted status
• Offered – the job has been offered to the candidate
• Agency Counter – an agency user placed a counter on the offer
• VMS Counter – the VMS responded with a counter
• Offer Accepted – an agency user accepted the offer
• Offer Rejected – an agency user rejected the offer
• Additional statuses could be listed that are based on the VMS configurations

Submittal Profile

Submittal Profiles can be viewed by hovering over the action items and clicking on View Profile. Time-off requests can be added by clicking on the calendar under the Time-Off column on your screen.

Withdrawal

Candidates can be withdrawn at any point regardless of their submittal status. Hover over the action items and click on Withdraw Candidate to initiate a withdrawal.

Negotiation Process

After the VMS or the Client moved the Candidate into an offered status the agency user can start the negotiation process by clicking on Agency Counter in the submittal status dropdown.

Adding the counter details

• In order to add the proposed changes simply click into the area and either select or type in the desired change. Click on Add Counter on the bottom of the page to finish the process.
• When an Agency or VMS counter has been placed a + icon will appear on the left side of the submittal screen. Click on the plus to view the counter details.

• The counter process may continue with a VMS counter, or VMS Accepted. Both statuses require agency action.
  • If the VMS accepted counter, please click the + icon, double click the most recent version, select "accept counter" and confirm the offer.
  • If the VMS countered, the agency user may accept the counter or continue the process and add in new negotiations for review.