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About Stakeholders

Basics, User ManualFebruary 14, 2017pzlogin

About Stakeholders

A stakeholder is the user who has ‘ownership’ of an employer, candidate, contact or job.
It is automatically set to the user who created the profile.
There can be more than one stakeholder per employer, contact or candidate.

A job can have up three stakeholders.
1. Account Manager: The user responsible for placing candidates
2. Resourcer: The user responsible for sourcing and screening applicants
3. BDM: The User responsible for sourcing the vacancy.

The Resourcer and BDM drop down fields only become visible in the Job details page if the Show Recruiter Fields or Job Qualifier features have been activated.

Users that assigned either as the jobs Account Manager or Resourcer will have that job appear in their My Jobs list.

When a User is assigned as an Account Manager or a BDM to a job that the User is automatically assigned as the stakeholder for the Job’s Employer and job’s contacts.
If the AM and BDM fields are edited, Perform Zone keeps the initial stakeholders and adds the new ones.
If the jobs contacts are edited, their stakeholders are also updated. This saves you some housekeeping when generating marketing campaigns.

To see the candidates that you are a stakeholder of, left click the Candidates tab on the left hand side of the screen and then left click the My Candidates sub tab.

To see the employers that you are a stakeholder of, left click the Employers tab on the left hand side. Then left click the History drop down menu and select My Employers.

How do I remove Stakeholders?
  1. In the Stakeholders field, double left click on a stakeholder and select DELETE
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