Applicant Tracking

Raise a job order

Open a new role to fill — client, site, headcount, pay and requirements — so sourcing can start straight away.

EssentialScout moduleJob ordersFor recruiters & account managers~6 min

What it is

A job order is the record of a role you’ve been asked to fill: who it’s for, where, how many people, on what terms, and what each person needs to hold. Once it’s open, it becomes the spine of the whole hunt — every candidate you shortlist, score, interview and place hangs off this one order.

Raise an order the moment a client confirms a vacancy. Capturing the requirements properly here — the role, the site, the credentials, the pay terms — means the shortlist you get later is matched against the right bar, and the order can move cleanly from open to filling to filled without you re-keying anything.

When to use it

  • A client has confirmed one or more vacancies to fill
  • You’re converting an approved requisition into an active role
  • You need a single place to track a role from brief to placement
  • You want sourcing and shortlisting to begin against clear requirements

How it works

Step by step.

Applicant Tracking in Hexis — Fill roles faster, with the right people.
Applicant Tracking in Hexis — Fill roles faster, with the right people.
  1. 1

    Pick the client and site

    Choose the client this role serves and the site it works at. This ties the order to the right account and keeps reporting clean.

  2. 2

    Describe the position

    Name the role and set the headcount — how many people you need on this order. One order can hold several seats.

  3. 3

    Set the order terms

    Add start and end dates and the employment type (casual, fixed-term or permanent). These drive how candidates are matched and how the placement is later priced.

  4. 4

    Enter pay terms

    Record the pay basis for the role. Hexis checks this against the client’s agreement so you don’t open an order on terms that won’t hold up.

  5. 5

    Add the requirements

    List the skills, licences and credentials each person must hold. These become the bar the shortlist is measured against.

  6. 6

    Open the order

    Submit to open the job order. Hexis runs a quick client compliance check first; once it passes, the order is live and ready to source against.

Worked example

Follow it through.

The scenario

Coastline Logistics needs three forklift operators at Docklands Distribution Centre for a six-week peak.

  1. 1 Select Coastline Logistics as the client and Docklands Distribution Centre as the site.
  2. 2 Set the role to Forklift Operator and headcount to 3.
  3. 3 Set start Mon 9 Jun, end Fri 18 Jul, employment type Casual.
  4. 4 Enter the pay basis from the Coastline agreement; the compliance check clears green.
  5. 5 Add the requirements: current high-risk forklift licence and a site induction.
  6. 6 Click Open job order.

The result

The order shows as "Open · 0 of 3 filled" for Coastline at Docklands, and you can start shortlisting against it right away.

Tips & notes

Good to know.

  • Set headcount above one when you need a cohort — the order tracks each seat and tells you how many are still open.
  • Good requirements pay off later: the tighter you are about licences here, the cleaner your shortlist is.
  • If the compliance check flags amber, it’s telling you something needs checking against the client agreement before the order opens.
  • An end date isn’t mandatory for permanent roles — leave it open and the order stays live until you close it.

When you’re done

A live job order with clear requirements, ready for sourcing and shortlisting.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.