To Place a Candidate into a Permanent Job, they need to be at Shortlist, CV Sent or Interview stage. Choose to place the Candidate from the following pages:
Shortlist & CVs
Interview & Placements
The last action in the Recruitment Process is to place the successful Candidate into the Job.
Click on the tick box to the left of the Candidate’s name, then click on the Place button.
The Start Date will automatically come across form the Job. This can be amended if required.
The End Date is pre-populated from the Job record if present, but modifiable per placement.
Update the Salary and the Fee %, if required. The fee amount will automatically calculate.
Select the method of how the documentation will be produced using the Send Docs By field. The option of No Docs should be selected if contacting the Candidate/Contact by phone.
If the placement has been split with another consultant, users have the option to include these details. Select the additional consultant in the Consultant 2 field (add in consultants 3 and 4 if there are further splits) then input the percentage of the split.
Add any notes in the Journal Notes section.
Click on Confirm and the Permanent Assignment will be created.
Once the documentation has been sent out the Candidate will have moved to the PLACEMENTS section of the Job record.
Note: This workflow will update the At a Glance page and the following reports:
Activity & Financial Analysis