What this does
A placement records a successful match — a candidate who has accepted a position at a client company. It tracks the fee earned and start date.
When to use it
Record a placement when a candidate accepts an offer and has a confirmed start date.
Step by step
- Open the candidate's record from the pipeline
- Move them to the Placed stage
- Click Record Placement
- Fill in:
- Job Posting — which role was filled
- Start Date — when the candidate begins
- Salary — the agreed salary
- Fee Type — percentage of salary or fixed fee
- Fee Amount — the placement fee
- Click Save
Tips
- Placement fees appear in your recruitment reports and revenue tracking
- Link placements to invoices via the Accounting add-on
- Track placement start dates to manage onboarding check-ins
- Guarantee periods can be noted on the placement record