Client terms — before the first vacancy
Before the search starts, write down how the fee is calculated: a percentage of the monthly or annual salary, or a fixed amount. Add the guarantee period and the invoice payment term. Then nobody has to remember what was agreed when the placement closes.
Every vacancy is tied to a client
You see how many vacancies each client has open, and there is no question of whom to invoice for a placement.
A placement is a record with an amount
At the moment of hire, record the candidate, the vacancy, the salary, the fee and the guarantee end date.
The fee is easiest to calculate from the salary in the offer. If there is no offer, agree in advance what it is calculated from.
An invoice has a status
Not invoiced, invoiced, paid, overdue. An overdue invoice only shows up if the payment term is recorded, so set it for every client.
A guarantee has an end date
If the candidate leaves during the guarantee period, the client expects a replacement. Keep the guarantee end date in sight and get a reminder in advance.
Candidates for the client — in one link
Don't email a pile of CVs. Send a link to the shortlist: the client marks who is interesting, and you see the answer right away.
Count revenue by client and by recruiter
You see who brings in the money, which clients pay late and what each recruiter contributes.
How it works in HR CRM
HR CRM has a Clients section for this: each client's terms and vacancies. A placement with its fee appears by itself when a candidate is hired: the fee is calculated from the salary in the offer, or from the top of the vacancy's salary range if there is no offer. Invoices have statuses. The CRM reminds you when a guarantee is ending, an invoice is overdue or a candidate has left during the guarantee. The client gets the shortlist as a link and views it without signing in. Revenue is shown by month, client and recruiter. For the Recruitment agency company type the section is on from the start, and it is part of the same subscription.
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