Revenue handoff
Record fee, salary, start date, billing contact, and invoice timing for finance.
Recruiter form guide
Placement Confirmation Form for Recruiters
A placement confirmation form records the candidate, client, role, start date, salary or rate, fee terms, billing contact, onboarding owner, and outstanding pre-start tasks.
Use this form after a candidate accepts an offer so recruitment, operations, finance, and account teams share the same placement details.
When to use it
Where this placement confirmation form helps recruiters
This form protects revenue and candidate experience by confirming the details that affect onboarding, invoicing, and post-placement follow-up.
Onboarding setup
Confirm manager, first-day details, documents, and candidate communication.
Contract assignment start
Capture rate, assignment dates, timesheet process, and site requirements.
Form fields
What to capture in the placement confirmation form
The form should confirm the placement details once, then route them to everyone who needs to act.
1
Placement details
Document the agreed hire in operational terms.
Candidate name, client, role, employment type, start date, work location, and reporting manager.
Salary, rate, contract length, guarantee period, fee percentage, margin, or billing amount.
Offer acceptance status, conditions cleared, documents pending, and onboarding contact.
Recruiter, account manager, finance owner, and operations owner for the placement.
2
Billing and follow-up
Make post-placement actions visible before the start date arrives.
Invoice contact, purchase order requirement, payment terms, billing trigger, and replacement terms.
First-day check-in, first-week check-in, probation review, and client follow-up schedule.
Contractor timesheet method, approval contact, shift details, or compliance tasks if relevant.
Notes on candidate risk, client expectations, and future account opportunities.
Recruiter workflow
How to use this form without slowing the desk
Use the form immediately after acceptance and before marking the role closed or revenue recognized.
1
Confirm offer acceptance
Make sure the candidate has accepted the approved terms before placement is recorded.
2
Create the placement workflow
Move confirmed details into placement management for onboarding, billing, and follow-up.
3
Schedule retention checks
Set reminders for candidate and client follow-up after the start date.
Common mistakes
What to avoid with this form
Placement confirmation breaks down when revenue, onboarding, and candidate follow-up details are handled in separate conversations.
Missing billing details
A placement can be successful operationally but delayed financially if invoice ownership is unclear.
No post-start check-in
Recruiters should protect the placement after start, not disappear once the offer is accepted.
Ignoring conditions
References, checks, documents, or client approvals may still block a confirmed start.
ATZ CRM workflow
How ATZ CRM supports this form
ATZ CRM helps teams connect accepted offers, placement records, billing context, and post-start follow-up.
FAQ
Questions recruiters ask about this form
Quick answers for using the placement confirmation form in a live recruiting process.
When should recruiters complete a placement confirmation form?
Complete it after offer acceptance and before finance, operations, or onboarding teams rely on the placement details.
What details affect recruitment billing?
Salary or rate, fee percentage, billing trigger, purchase order, invoice contact, payment terms, and replacement terms usually matter.
Can this form be used for contract placements?
Yes. Add assignment dates, rate details, timesheet approval, site requirements, and contract compliance tasks.