Overview

Adding a client in the Welocity portal allows you to manage hiring requirements, job requisitions, and candidate submissions for that specific organization. Each client profile includes company details, contacts, hiring preferences, and compliance settings.

Steps to Add a Clients

Step 1: Go to the Clients Section

Log in to the Welocity portal and click on the Clients tab from the top navigation bar.

Step 2: Click on Add Client

Click the Add Client button to open the client creation form.

Step 3: Fill in Basic Information

Enter the core client details, including:

• Name

• Company Name

• Website

• Industry

• Tier

• Status (Live/Inactive)

• Service Model

Step 4: Add Branding Details (Optional)

Upload the company logo or provide a Company Logo URL to personalize the client profile.

Step 5: Complete Company Profile

Provide organizational details such as:

• Company Size

• Established Year

• Employee Count

• Revenue Range

• Business Model

• Description, Key Areas, Markets, and Skills/Tech

Step 6: Enter Address and Contact Information

Fill in:

• Office Address (City, State, Country, PIN)

• Primary Contact

• Secondary Contact

• HR Contact

• Billing Contact

Step 7: Configure Hiring & Commercial Settings

Define hiring preferences and commercial terms, including:

• Hiring Frequency

• Engagement Model

• Currency

• Hiring Location

• Budget Range

• Payment Terms

• PO/Invoice requirements

Step 8: Set Compliance & Candidate-Facing Content

Enable options like:

• Security Clearance

• Background Check

• Submit Enabled
  You can also add candidate-facing content such as About and Benefits.

Step 9: Save the Client

Review all details and click Save/Submit to create the client profile successfully.

Note:

Only users with admin or appropriate permissions can add or edit client profiles.