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Placements
Track active placements, probation periods, departures, and revenue.
1
Confirming a Placement
- 1.When a candidate's offer is accepted, go to their submission and click "Confirm Placement".
- 2.Set the start date, optional travel date, and link an opening if available.
- 3.An invoice is automatically created with a 30-day probation period.
2
Monitoring Probation
- 1.Navigate to Placements under Reporting to see all active placements.
- 2.Each placement shows a probation countdown with days remaining and a progress bar.
- 3.Once 30 days pass, the linked invoice automatically becomes eligible for billing.
3
Recording a Departure
- 1.If a candidate is fired or quits, click "Record Departure" on the placement row.
- 2.Select the departure type (Fired or Quit), date, and reason.
- 3.If within the 30-day probation, the invoice is automatically cancelled and the opening is reopened.