How to manage any offboarding or checks that are required to be completed at the end of a Placement

A breakdown of the financial fields on the each Placement type and the calculations.

For all those dealing with contract and temporary extensions, this record shows all extensions listed together that relate to the same Placement.

How to finalise a Placement

This will explain the differences required to validate each placement type

The importance of validating placements

The journey of a Placement from inception to closure.

How to change an Agreement on a Placement.

This article explains how to issue paperwork

How to add or edit a rate on a placement.

How to make a Placement be in Compliance

Step-by-step guide for Placement Approval

The Commission on a Placement is based on percentage or flat rate for up to four Consultants.

This page shows you how to add a new Purchase Order to an existing Placement.

How to process mid-term changes to Contract or Temp Placements.

How to close a Placement if it's either not started or terminated early.

All Placements linked to a Project will be listed and easily accessed. The total Project Gross Profit of all non-cancelled Placements will be displayed.

This article will show how easy it is to convert a contract or temporary placement to a permanent placement.

Copying terms from an Agreement to a Placement

How to create new Placements

A useful way of tracking where successful Candidates will be based.

A detailed explanation of how an Inactive Agreement affects a Placement that has recently been extended.

How to change Start and End dates on Placements using Excel online.

How to select an updated Client Site address from a Placement.

New design and functionality for Candidate progression from a Vacancy through to Placement.

Brand new alternative method for validating Placements.

Managing Candidates who are reaching their Placement end dates.

The functionality of cloning a Placement and how to exclude fields from the cloned Placement.

A workflow diagram showing the different Statuses on a Placement.

Lock Placements after they reach a set status, and create security roles that can override this read-only setting.

How to get to a View of previous Engagements, including End Dates.

Utilise NPS surveys for feedback across Interviews, Placement approvals, and Placement start dates.

How to create an NPS Customer Voice survey.