Opportunity Guide

Purpose

Manage business opportunities and staffing demands before creating Job Openings. Opportunities serve as the foundation for recruitment activities and contain the business, client, and project information required to open positions.

Each Opportunity can contain one or more associated Job Openings.

Before You Start

Before working with Opportunities, make sure:

• You have permission to view or manage Opportunities.
• The client and business information are available.
• Required fields marked with * are known.
• You understand the current status of the opportunity.

Steps

View Opportunities

1. Go to Opportunities.
2. Review the list of existing opportunities.
3. Use filters such as:
   • Search
   • Creation Date
   • Owner
   • Account
   • Business Unit
   • Status
   • Cloud Sales Engineer fields (if applicable)
4. Click Save Filter if you want to reuse a search.
5. Click Clear Filters to reset all criteria.

Create a New Opportunity

1. Go to Opportunities.
2. Click Create New Opportunity.
3. Complete the required information:
   • Client
   • Department
   • Billing Type
   • Requester
   • Hiring Manager
   • Address
   • Estimated Start Date
   • Project Duration
   • Budget Approval Status
   • Opportunity Status
   • Location
   • CRM ID (if available)
   • Title
   • Description
4. Review all information.
5. Click Submit.

Manage Opportunity Details

1. Open an existing Opportunity.
2. Access the Details tab.
3. Review or update:
   • Client information
   • Hiring Manager
   • Requester
   • Project details
   • Status
   • Estimated start date
   • Description
   • Location information
4. Save changes when applicable.

Manage Associated Job Openings

1. Open an Opportunity.
2. Select the Job Openings tab.
3. Review all Job Openings associated with that Opportunity.
4. Click Create New Job Opening to create a position linked to the Opportunity.
5. Monitor the status and progress of all associated openings.

Important Rules

• An Opportunity should exist before creating a Job Opening.
• A single Opportunity can contain multiple Job Openings.
• Opportunity information is used throughout the recruitment process.
• Status changes may impact Job Opening creation and management.
• Accurate project information helps recruiters find suitable candidates more effectively.
• Associated Job Openings inherit business context from the Opportunity.

Common Issues

Issue: Opportunity does not appear in the list

Likely cause: Filters are excluding the record or the Opportunity is not visible based on permissions.

How to solve: Clear all filters and search again. If the Opportunity is still missing, contact your administrator.

Issue: Submit button is disabled

Likely cause: One or more required fields have not been completed.

How to solve: Review all fields marked with * and complete any missing information.

Issue: Unable to create a Job Opening from the Opportunity

Likely cause: Required Opportunity information is incomplete or the Opportunity status does not allow staffing activities.

How to solve: Review the Opportunity details and ensure all required information has been provided.

Issue: Incorrect Hiring Manager or Requester is displayed

Likely cause: The wrong user was selected during Opportunity creation or editing.

How to solve: Open the Opportunity details and update the corresponding field.

Issue: Opportunity status is incorrect

Likely cause: The Opportunity was updated incorrectly or business conditions changed.

How to solve: Edit the Opportunity and select the correct status according to the current business stage.

Issue: Associated Job Openings are not displayed

Likely cause: No Job Openings have been created for the Opportunity yet or the user lacks access permissions.

How to solve: Review permissions and verify whether Job Openings have already been created and linked to the Opportunity.