Overview
Target companies allow you to add company records to projects. Once added, you can add any people from those companies to the project’s list of candidates. Target people are identified with an icon, and there is a sort order on the candidates view that allows you to view the candidates by their target companies.
You don’t have to add people to the project if you don’t want to – the functionality can simply be used to create a list of companies.
Target Companies functionality is available on Assignments, Opportunities and Lists. The functionality is the same on each of these. Any target company information is retained if you change the project from one type to another.
Searching for target companies
When you click the Target Companies tab, you can add a company to the page by clicking ‘Add’ (1). This will take you to a second page where you can search the list of companies available on the system. You can add more than one company at a time by clicking on multiple companies to select them, before pressing ‘Add records’. It is also possible to add a new company on this page.
When you have added the companies you want, you will return to the target companies page. There is a standard filter panel on this page that will allow you to sort and filter the records.
The company records include a ‘people’ icon (2), with a record count. This is the number of people connected to that company record. Clicking the icon will navigate to the company people page. Clicking the name of the company will navigate to the company info page. If you add notes to a company using this navigation, the note will have a context of the project you were on.
If you select a company record with the checkbox in the corner (3), you will see an option to remove the company from the target companies list, or to copy it to another project.
Searching for target people
If you click on the Target people tab, by default, you will see a list of everyone that is connected to one of the target company records, that has not already been added to the project as a candidate. You can show all candidates, including those already added, by clicking the ‘Include candidates’ checkbox.
This page has a standard filter panel, and includes an ‘All, Current, Past’ option so that you can choose to display, for example, only the people currently employed by that target company.
The filter panel includes options to filter by both company or current company name.
You can click on the person record to review it. To add the person as a candidate, tick the profile in the bottom corner. You can select as many profiles as you want, or ‘Select all’, then click the ‘Add’ button in the panel at the top. The selected people will be added to the project’s candidate list, and will have a ‘target’ icon to identify them as being a target candidate. It is still possible to add candidates to the project in the usual ways – these won’t have the target icon.
'Action Required' tab
It is possible that you will see an 'Action Required' tab in Target Companies. This relates to the change from the old Target Companies screens to the new version. If you see this, it means that one of your old target company search terms did not match any company record when the changeover was done. You need to either remove the target company highlighted, or add it as a new company using the 'Convert to company' button. Doing either operation will resolve the issue for this assignment and the 'Action required' tab will be removed.
Client Portal
A graph showing target companies and the selected people counts is available in the client portal. You can hide this, or amend the companies reported on it, if you prefer.
Target people in the portal are identified using a target icon. This can be hidden from the client if you prefer.