When managing multiple Refari portals with a single JobAdder account, it’s important to configure your setup correctly to ensure that information is properly attributed. This guide walks you through the steps to set up identification fields in JobAdder and link them to your Refari system for seamless functionality.

Video Overview

The video above explains the process in detail. Follow along to see how identification fields work and how they integrate into the JobAdder and Refari systems.

Why Identification Information is Needed

When using multiple Refari portals, identifying the correct brand, branch, or division associated with a job is critical. This ensures that data within Refari corresponds to the correct organizational structure in JobAdder.

Step-by-Step Setup Guide

1. Add a Custom Field in JobAdder

1. Navigate to a job record in JobAdder.
2. Create a custom field. For this example, the field is named "Brand," but you can name it based on your organization’s needs, such as "Branch" or "Division."
3. Populate the custom field with values relevant to your setup. These values are typically part of a drop-down menu to ensure consistency.
4. Make the field mandatory. This ensures that users must select a value when creating or editing a job.

Tip: The mandatory status prevents errors or missing data during the integration process.

2. Link the Custom Field to Refari

1. Open Refari settings:
   • Go to Settings > Company Settings.
2. Navigate to the Brand Analytics section.
3. Select the field nameyou created in JobAdder.
   • Example: If you named the field "Brand" in JobAdder, choose "Brand" in Refari.
4. Map the values in JobAdder to the corresponding Refari organization.
   • Example: A JobAdder "Brand" value of "Your Company 2" should match the organization "Your Company 2" in Refari.

3. Customize Field Terminology

The field name doesn’t have to be "Brand." You can choose a term that best fits your organizational structure, such as:

• Division
• Branch
• Department

Note: Ensure consistency between JobAdder and Refari when selecting field names and values.

4. Set Up Brand Analytics in Refari

1. Within Refari, configure Brand Analytics:
   • Select the field name (e.g., "Brand").
   • Assign relevant statuses to track job progressions within that brand.
2. Use this configuration to monitor and analyze performance for each brand across Refari portals.

When Is This Setup Required?

This setup is only necessary if you have multiple Refari portals connected to a single JobAdder account. It ensures that data is properly attributed and reduces confusion between portals.

Key Benefits of Proper Configuration

• Streamlined attribution of job and candidate data across brands or divisions.
• Accurate tracking and analytics within Refari for each portal.
• Improved consistency and reduced errors during data entry.

For further assistance, refer to the video above or contact our support team.

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