Placement Management
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Overview
Placements are the moment where your recruitment efforts convert into revenue. ATZ CRM’s end-to-end placement management ensures every detail—offers, onboarding, billing, and beyond—is tracked, automated, and optimised for maximum operational efficiency and profitability.
📋 Complete Placement Lifecycle
Manage the full lifecycle of every placement—from offer confirmation to onboarding, guarantee tracking, invoicing, and follow-up. ATZ CRM provides a structured, automated workflow so no step is missed during these critical revenue-generating moments.
🔀 Differentiated Placement Types
Handle permanent, contract, and temporary placements with specialised flows. Whether it's one-off hires or ongoing assignments, ATZ CRM tailors workflows, billing terms, and timelines to fit your placement type and recruitment model.
📈 Revenue Recognition & Forecasting
Track projected and realised revenue from each placement using advanced forecasting tools. View cash flow timing, payment stages, and fee schedules to make better financial decisions and predict agency performance more accurately.
💰 Commission Calculation & Tracking
Easily automate commission splits with smart logic for team-based payouts, individual targets, management overrides, and tiered commission slabs. ATZ CRM ensures precise, transparent, and audit-ready commission distribution every month.
🔁 Placement Extension Management
Manage contract extensions, role changes, or rate updates with a few clicks. The system automatically updates revenue forecasts and ensures proper documentation to maintain billing accuracy and compliance across contract renewals.
📑 Integrated Billing & Accounting
Connect seamlessly with tools like QuickBooks or Xero. Auto-generate invoices based on terms, track payments, and reconcile commission statements—no duplicate entry or manual finance processes required.
Key Benefits
Eliminate revenue loss with structured, end-to-end placement lifecycle tracking
Automate multi-user commission splits using customisable calculation rules
Forecast cash flow accurately using real-time placement pipeline projections
Sync billing and invoicing directly with tools like QuickBooks and Xero
Apply consistent workflows across permanent, contract, and temporary placements
Maintain compliance with audit-ready records for every placement and modification
Minimise admin time with automated placement, billing, and documentation tasks
Never miss guarantee periods or rebate deadlines with built-in reminders
Measure recruiter performance through placement volume, value, and speed
Share transparent, real-time commission statements with recruiters and managers
How It Works
Placement Type Management
Manage permanent, contract, and temp placements with dedicated workflows, tailored tracking, and compliance features for each engagement type.
Revenue Tracking & Forecasting
Track projected revenue, placement timelines, and fee realization with forecasting tools that support cash flow visibility and business planning.
Automated Commission Calculation
Apply complex commission rules with ease—supporting multi-tier splits, team overrides, accelerators, and incentive-based payouts automatically.
Integrated Invoicing
Auto-generate branded invoices from placement terms and sync directly with Xero, QuickBooks, or other supported accounting software platforms.
️ Guarantee Period Tracking
Get timely alerts for guarantee checkpoints to manage follow-ups, reduce risk, and ensure rebate compliance across placements.
Contract Extension Management
Manage contract renewals, rate adjustments, and updated terms while maintaining accurate revenue projections and full change history.
Use Cases
🏢 Permanent Placement Agencies
Automate end-to-end workflows from placement through invoicing to ensure timely fee collection and eliminate manual tracking errors.
📆 Contract Staffing Firms
Track active contracts, manage extensions, and automate recurring invoices to maintain predictable revenue and accurate financial oversight.
⚙️ Mixed-Model Recruitment Agencies
Handle permanent, contract, and temp placements with flexible workflows supporting varied billing terms and guarantee obligations.
💼 Commission-Driven Teams
Auto-calculate commissions with real-time tracking of placements, fee splits, team bonuses, and overrides using dynamic incentive rules.
👔 Executive Search Firms
Support retained search models with milestone-based billing, long-term guarantee tracking, and customised workflows for senior-level placements.
Integrations
Zapier
DocuSign
Google Workspace
Eversign
Legalesign
Microsoft 365
Frequently Asked Questions
💰 Can ATZ CRM support different commission structures for various recruiters?
Absolutely. ATZ CRM offers highly flexible commission setup options tailored to your business model. You can assign different commission rules for each recruiter, placement type, client, or contract. Whether you're using flat rates, performance tiers, revenue-based percentages, split commissions, or override systems—ATZ CRM calculates it all automatically to ensure timely and accurate payouts.
📊 How does ATZ CRM manage the financial side of placements?
ATZ CRM fully automates placement-related financials, from calculating fees and expected revenues to generating invoices and tracking payments. It integrates natively with accounting tools like QuickBooks and Xero, so once a placement is marked as finalized, invoicing and payment reconciliation can flow seamlessly—cutting down on manual effort and reducing financial errors.
🛡️ Can we track placed candidates during the guarantee period?
Yes. ATZ CRM has built-in guarantee period monitoring for every placement. You’ll get automated reminders at key checkpoints, such as 30-, 60-, or 90-day milestones. If a candidate exits or underperforms, the system helps initiate the replacement process or triggers rebate rules—minimizing revenue risk and ensuring client commitments are met.
🔧 Is it possible to tailor the placement process to our workflow?
Definitely. ATZ CRM lets you customise placement workflows to match the specific way your agency operates. You can define process stages, assign team responsibilities, automate alerts, and add mandatory documentation at each step. This helps maintain consistency across teams while supporting flexibility for different placement types or client expectations.
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