Clients and job orders
Adding clients and job orders
How to record a client and a real job order so a candidate can be scored against it.
Last updated September 11, 2026
A short video for this article is planned
Until it is recorded, the written steps below are complete on their own.
Steps
- Open the Agency page and find the client section.
- Add the client with the name your team will recognise.
- Open the job order form for that client.
- Paste the actual posting your client gave you, including responsibilities and requirements.
- Press Save and open. The job order becomes available in the scoring picker straight away.
Worth knowing
- Score against the real posting. A short summary written from memory produces a weaker and less defensible assessment.
- Unsaved client and job order forms are kept locally for your workspace, so a reload does not lose what you typed. They clear once the record is saved.
If something goes wrong
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