This article will aid you in navigating around placement records. Please see the related articles for further details of specific areas and functionality. In this article you will find:
Introduction & Navigation
Placements are a key end part to the recruitment workflow. Recording and maintaining accurate data is of great benefit and will help you keep track of your pipeline and financials.
You have the ability to have multiple placement records open at any one time, and can return to the Placement Record hub using the Hub icon in the top left.
There is differing functionality between fixed fee (one off fee) and timesheet orientated (interval charge) placements, which is detailed where relevant below.
At the top of each placement record is a placement name banner which displays the placed applicants name, job title, company placed at, status of the placement and a link to the job the placement was created against. The status Ended (Open) is only applicable for contract and temporary roles.
In the top right of each job record you have a link to the company record; functions to mark the job as a favourite; refresh the record; archive the record or delete (permission based); the placement record ID number; and details of who created the record and when.
Overview > Details
Much of the information on the details tab is linked data, for example, based off of the company the placement is made against. Other information such as the job title, job function and start and end dates can be amended by clicking on the field header.
Depending on which placement type you are in you will get slightly different information on the right in the details tab. On a fixed fee placement the salary and one off charge (either a percentage or fixed fee) will display, and below that the rebate stages (if applied). See the related article for more information on rebates.
On a timesheet orientated placement the base pay and charge and the progress through the placement will be displayed. Any additional rates are covered in the Rates area (see below).
All placement types will display the estimated value, which shows the value of the placement based on the pay, charge and shifts added.
Overview > Additional
As with the details tab, depending on the which type of placement you are in (fixed fee or timesheet orientated). On timesheet orientated placements you have the extra fields for Employment type and Umbrella company/Trading entity. Please see the related articles for more information.
Recording placement reason will be useful for understanding why/where your jobs and placements are being generated from.
Overview > Rates, Shifts & Role Description
If you had a role description overview added to the job when you make the placement this will pull through to the placement record. This can be edited here, or if one does not exist, it can be added.
Shifts are applicable on placements of all work types (Permanent, Contract and Temporary) and detail the working pattern for the job.
Rates are available on timesheet orientated roles where there is the potential to have more than one rate, for example an overtime or weekend rate.
Each of these have their own articles covering their functionality, please see the related articles list.
Comments are a useful tool for tracking communications against a placement, and recording comments allows for the smooth flow of information and transparency. Please see the related article for further information.
Attachments are an integral part of any database software, particularly in recruitment. Attachments are important for terms of business to be stored. Please see the related article for further information.
Did Not Start, Closing Placements, Rebates, and Extensions
In the action bar of all placements you have icons to; indicate the applicant did not start in the placement, close the placement (once you know the applicant has left/is leaving), add a rebate to the placement (see the related article), and for contract and temporary placement to extend them (please see the related article)
Much to your frustration, there will always be occasions where you have made a placement, and then for whatever reason, your applicant decides they don't want to start the job. To allow you to keep track that a placement was actually made, you can mark a placement as did not start. This way you will have evidence the placement was created, but it will not affect any reporting.
Permanent placements are automatically deemed to be closed once the end date has passed. However contract and temporary placements need to be closed by the users. Those with end dates that have passed, which have not been formerly closed will appear with the status Ended (Open). The act of formerly closing the placement is not only an indication that the placement is finished, but also that you no longer need to maintain the placement (e.g. offering extensions). Closing a contact/temporary placement is also a shortcut to end the placement early.
In recruitment, the placement of an applicant is occasionally down to more than one person which may result in a split of the fee to be shared amongst those involved. Please see the related article for more information on managing split fees.
Placement feedback can be critical to the success of your recruitment process as it will help you identify which applicants are valuable to you. Feedback can also help you improve your close rates, keep your talent pipeline full, and continually improve your recruitment process. Feedback can be recorded from both the applicant and the contact. Please see the related article for more information.
- Company & Contact | Job & Placement tabs
- Company Record
- Company Terms, Fees & Rebates
- Custom Field Assignment
- Contact Record
- Data | Custom Fields
- Data | Industries
- Data | Keywords
- Data | List Items
- Data | Locations
- Feedback | Interviews & Placements
- Keyword Assignment
- Location Assignment
- New Placement
- Placement Rebates
- Placement Searching
- Quick Comments
- Record Groups
- Settings | General Settings
- Trading Entities