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Placement Management

Manage the entire placement lifecycle from offer acceptance through onboarding, billing, and beyond.

The placement is where recruitment agencies realize their value and generate revenue. Recruitly's comprehensive placement management system streamlines every aspect of this critical process.

Complete Placement Lifecycle

Track and manage every stage of the placement process from offer acceptance through onboarding, guarantee period, invoicing, and commission payments. Our structured workflow ensures nothing falls through the cracks during these critical revenue-generating transitions.

Differentiated Placement Types

Manage permanent, contract, and temporary placements with specialised workflows designed for each placement type. From one-time permanent fees to ongoing contract management, our system adapts to your specific business model and placement varieties.

Revenue Recognition & Forecasting

Gain complete visibility into your placement pipeline with sophisticated revenue tracking and forecasting tools. From projected placement dates to expected fee realization and cash flow timing, our system provides the financial insights you need for accurate business planning.

Commission Calculation & Tracking

Automate complex commission calculations with configurable rules that reflect your specific incentive structure. Split commissions, team bonuses, management overrides, and tiered models are all supported through our flexible commission engine.

Placement Extension Management

For contract and temporary placements, manage extensions, rate changes, and assignment modifications with dedicated workflows that maintain accurate revenue projections while documenting all changes for compliance and billing purposes.

Integrated Billing & Accounting

Streamline your financial processes with direct integration to popular accounting systems like Xero and QuickBooks. Generate accurate invoices automatically based on placement terms, track payment status, and reconcile commissions without duplicate data entry.

Key Benefits

Eliminate revenue leakage with structured placement tracking

Automate complex commission calculations and splits

Generate accurate financial forecasts based on placement pipeline

Streamline billing and invoicing with accounting system integration

Ensure consistent processes for different placement types

Maintain compliance with detailed placement documentation

Reduce administrative overhead in the placement process

Prevent missed guarantee periods or rebate opportunities

Track consultant performance based on placement metrics

Provide transparent commission reporting to your team

How It Works

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Placement Type Management

Handle permanent, contract, and temporary placements with specialised workflows and tracking designed for each placement category.

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Revenue Tracking & Forecasting

Monitor expected revenue, placement dates, and fee realization with powerful forecasting tools that provide financial visibility.

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Automated Commission Calculation

Configure complex commission structures including splits, tiers, overrides, and team incentives with automated calculation and distribution.

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Integrated Invoicing

Generate professional invoices automatically based on placement terms with direct integration to accounting systems like Xero and QuickBooks.

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Guarantee Period Tracking

Monitor candidate progress through guarantee periods with automated alerts for key milestones and potential rebate situations.

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Contract Extension Management

Handle extensions, rate changes, and term modifications for contract placements with proper documentation and revenue adjustment.

See this in action?

Book a demo with us to see Placement Management feature in action.

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