Create a Job

Updated April 23, 2026 14:49

AviontéBOLD offers multiple paths to create a new Job Order, each leading to the same flyout for consistent criteria entry. The creation process walks through client information, job details, title and skills, description, and notifications — ensuring accurate, complete job setup every time.

Key Takeaways

Diverse Job Creation Paths: AviontéBOLD provides multiple pathways for creating new Job Orders, including Quick Actions, the Jobs tab, the Contacts section, and Quick Search.
Step-by-Step Job Creation Process: The job creation flyout walks through client information, job details, title and skills, description, notifications, and more — ensuring all required information is captured accurately.
Advanced Customization Features: Jobs can be linked to specific company offices, managers, and contacts, and configured with default commission and transaction types to match individual workflow requirements.
Back Office Alignment: When a new job is created in AviontéBOLD, the record is automatically aligned to Back Office, including any required extras. Extras are visible from the Custom Fields widget on the Job Details screen, ensuring required metadata is applied at record creation without manual intervention.

Get Started

To create a job, follow any of these paths:

Contact > Quick Action > Create Job
Jobs > Add New Job
Companies > Contact Tab > Create a Job
Quick Search > New Job

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Permissions

Set the appropriate permissions for users to ensure jobs are created based on correct Branch/Office access.

Select Account & Settings.
Select User Accounts.
Locate the user to edit permissions for.
Select Edit Profile.
Select Edit Access.
Update the relevant permissions:
- Post Jobs (Features section): Allows a user to post a job only for the branches and offices they have access to.
- Job Creation Admin (Management section): Allows a user to post jobs to any branch or office, regardless of their access.
- Edit Employment Type (Modification section): Allows a user to edit the employment type of any previously created job.

Create a Job

Locate the profile of the contact who is hiring and select Create Job (under Quick Actions).
You can also select Add New Job from the Jobs tab.
A third option: navigate to the Company you want to create a job for, open the Contacts section, and select Create Job.
The Company and Hiring Manager fields auto-populate from the contact record if available. These can be changed if needed.
Complete each tab in the job creation flyout. Required fields are indicated by a red number next to each section showing how many remain. The Create Job button is unavailable until all required fields are filled.
Review your entries and select Create Job. The Job Details page opens once the record is created. Edits can be made within each section from that page.

Contacts Who Hire for Multiple Company Offices

This feature separates the Manager (or Contact) selection on a job from the Office selection. A job can be associated with the correct Company Office for billing purposes while still linking the preferred manager or client point of contact.

To create a job using this approach, follow any of these paths:

Jobs > Add New Job
Company > Opportunities > Create New Job
Companies > Contact Tab > Create a Job
Contact > Quick Action > Create Job

Client Information Tab

Company: Enter the company the job is being created for, or add a new one.
Manager: Select the manager for the job, or add a new one.
Company Office: Select the company office for the job.
Billing Contact: Select the billing contact for the job.
- No Billing Contact: Billing information must be entered manually.
- Use Contact Information: Billing information is pulled from the selected contact.
Address 1: Enter the job address.
Address 2: Enter a second address line if applicable.
City: Enter the city. (* Required)
Country: Select the country.
State/Province/Region: Select the state, province, or region.
Zip/Postal Code: Enter the zip or postal code.
Phone: Enter the phone number for the job.
Email: Enter the email for the job.
Division: Enter the division.
Department: Enter the department.
Billing Address 1: Enter the billing address.
Billing Address 2: Enter a second billing address line if applicable.
Billing City: Enter the billing city.
Billing Country: Enter the billing country.
Billing State/Province/Region: Enter the billing state, province, or region.
Billing Zip/Postal Code: Enter the billing zip or postal code.
Billing Phone: Enter the billing phone number.
Billing Email: Enter the billing email.
Additional Emails: Enter additional emails for the job. Press Tab or Enter after each address.
Cost Center: Enter the cost center.
Monthly Rate: Select the monthly rate.

Job Details Tab

Select a Custom Filled Job Requirement Group: Select the custom filled job requirement group.
Select a Job Order Template: Select a job order template.
FLSA Classification: Indicates the employee's exemption status under the Fair Labor Standards Act. Select Exempt or Non-Exempt. This value is used to populate the Exemption Status field in California Pay Data reports.
Work Schedule Type: Indicates the employee's work schedule for the job. Select Full-Time, Part-Time, or Intermittent. This value is used to populate the Work Schedule Type field in California Pay Data reports.
Worksite Addresses: Select a worksite address or add a new one.
- Set As Job Location (default)
Worker's Comp Code: Select a worker's comp code.
Country: Prepopulated from the worksite address.
Address 1: Prepopulated from the worksite address.
Address 2: Prepopulated from the worksite address.
City: Prepopulated from the worksite address.
State/Region: Prepopulated from the worksite address.
Zip/Postal Code: Prepopulated from the worksite address.
GEO Code: Prepopulated from the worksite address.
Job Type: Select a job type.
Job Status: Select a job status.

Note: Job statuses sync from Front Office to Back Office. When a job status is manually or automatically updated in AviontéBOLD, the same status value syncs to Back Office.

Start Date: Enter a start date for the job. (* Required)
End Date: Enter an end date for the job.
Available Positions: Enter the total number of positions to fill (no system limit).
Estimated Hours: Enter the estimated hours.
Rate Type: Select the rate type.
Week Duration: Select the start of the week for payroll and billing.
Overtime: Select the overtime type for billing. Fields displayed will vary based on the selection.
- Straight Time
- Paid and Billed
- Paid not Billed
Note: If any rates entered are incorrect, erase all rates before re-entering to ensure calculated fields update correctly.
Default Overtime Rule: Select a default overtime rule or create a custom rule.
- Not available when Overtime is set to Straight Time.
- Custom Rates — Paid and Billed: Allows the OT and DT fields to be overwritten.
- Custom Rates — Paid not Billed: Allows the OT and DT fields to be overwritten. OT Mark-up % and DT Mark-up % fields are not shown for this option.
Expenses: Select the desired expense option: None, Paying, or Paying & Billing.
- Setup and Use of Expense Reports
Mark-up Percentage: Check this box to manually enter the mark-up percentage. If unchecked, the field updates automatically based on bill and pay rates.
Minimum Bill Rate: Enter the minimum bill rate.
Minimum Pay Rate: Enter the minimum pay rate.
Maximum Bill Rate: Enter the maximum bill rate.
Maximum Pay Rate: Enter the maximum pay rate.
Target Bill Rate: Automatically updates to the average of the minimum and maximum bill rates. Can also be entered or overwritten manually.
Target Pay Rate: Automatically updates to the average of the minimum and maximum pay rates. Can also be entered or overwritten manually.
Overtime Bill (1.5x): Prepopulated based on the selected Default Overtime Rule. To change, select a different rule or choose Custom Rates.
Overtime Pay (1.5x): Prepopulated based on the selected Default Overtime Rule. To change, select a different rule or choose Custom Rates.
Doubletime Bill (2x): Prepopulated based on the selected Default Overtime Rule. To change, select a different rule or choose Custom Rates.
Doubletime Pay (2x): Prepopulated based on the selected Default Overtime Rule. To change, select a different rule or choose Custom Rates.
Job Branch: Select the branch for the job.
Sales Rep: Select the sales rep. Defaults to the user creating the job.
Job Owners: Enter users to list as job owners.
Job ID: Enter the job ID.
Billing Terms: Select the billing terms.
Custom Job Details: Select custom job details. Select the + symbol to add them.

Title & Skills Tab

Title and Skills tab on the Create Job flyout

Position Title: Enter the title of the position. If your team uses different internal terminology than the job posting, the internal version can be entered here.
Primary Position Category: Select the position category.
Skill Category: Select the skill category. This prepopulates based on the Primary Position Category selection.
Skill: Select the required skills. Select the + symbol to add them.

Desc & Notes Tab

Desc and Notes tab on the Create Job flyout

Upload a Job Description Document: Select a document to upload to the job.
Document Manager Folder: Select the document manager folder.
Document: Select the document based on the Document Manager Folder selection.
Job Note: Enter notes about the job. Formatting options are available.

Commissions Tab

Commission Allocation: Setting values here establishes a default commission for jobs. See the Commissions KB article for details.

Additional Transactions: Setting values here establishes default Additional Transaction type defaults for the job, so transaction types do not need to be added or configured manually on a per-placement basis. See the Additional Transaction Types KB article for setup details.

Notification Tab

Send a Notification Email To: Select who should receive notification emails when the job is created.
- No One: No notifications are sent.
- All Users: Every user in the system receives a notification.
- Selected Users: Type and select the specific users to notify.
- Users in (Branch): Notifies all users in the specified branch or home office. The branch name shown varies based on your configuration. No additional selection options appear when this is chosen.

Hired Details Tab

Note: The Hired Details tab appears on the Job Details page after the job has been created.

Talent Name: The name of the talent or talents hired for the position.
Hire Date: The Hire Date is a global field on the talent record representing the day a person officially begins their employment with the staffing agency. It tracks the overall relationship between the talent and the agency — not a specific job or assignment.
- The Hire Date is generally defined as the first day the talent begins working for pay.
- Authorized users can enter or update this field by navigating to the talent record, scrolling to the Operational Information widget, and selecting the edit icon.
Start & End Date: The scheduled start and end dates for the position. The end date may display as no date selected if no scheduled end date exists for the assignment.