January 2026 Placement and billing

Job Contracts, Monthly Timesheets and Invoices

ATZ CRM connected job contracts, monthly timesheets, and invoices so staffing teams can manage placement-to-billing work in one workflow.

Create job contracts with commercial and schedule details

Connect contract work to monthly timesheet review

Generate invoices from approved time

Reduce manual handoffs between recruitment, operations, and billing

Keep placement, time, approval, and invoice context in one system

Quick answer

What changed for recruiters?

Job Contracts, Monthly Timesheets and Invoices connect contract setup, worked-time tracking, monthly approval, and invoice generation inside ATZ CRM. The update helps teams reduce spreadsheet handoffs and move from placement activity to billing with fewer manual steps.

What changed

What this update changes

ATZ CRM added a connected workflow for job contracts, monthly timesheets, and invoices. Recruiters and staffing operators can manage the commercial side of contract work without separating placement data from billing data.

A contract can capture the structure of the assignment, while timesheets help summarize worked time for the month. Once time is reviewed and approved, invoicing can move forward with clearer supporting information.

This update is a natural extension of the December shifts and timesheets release. Shifts help manage the work that happens day to day; the January contract and billing flow helps teams handle the broader assignment and monthly billing cycle.

For agencies that bill clients based on contract work, this reduces the need to reconcile information across spreadsheets, emails, timesheet PDFs, and separate accounting handoffs before creating an invoice.

Why it matters

Why it matters to recruiters

Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.

One path from placement to billing

Recruiters and operations teams can keep the job, contract, timesheet, approval, and invoice context connected.

Fewer billing mistakes

A structured flow reduces the chance of missed days, disconnected approvals, or invoice details that do not match the assignment.

Faster monthly invoicing

Approved time can move into invoice preparation more smoothly because the supporting records are already tied together.

Better visibility for contract work

Teams can understand how a contract is progressing, what has been submitted, and what is ready for approval or billing.

Before and after

How the workflow changes

Before

Contract details, worked hours, monthly approvals, and invoices often lived in separate tools or manual spreadsheets.

After

ATZ CRM connects those steps so teams can manage the workflow from contract setup through invoice generation.

Before

Recruiters had to gather proof of work and billing details before finance or operations could invoice confidently.

After

Monthly timesheets and invoices can be generated from a more connected record trail.

Before

Client billing review was slower when the job, candidate, contract, and time data were scattered.

After

The related data sits closer together, making review and approval easier to support.

How recruiters use it

How the workflow works

The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.

1

Set up the contract under the job

Capture the contract terms, schedule, pay and bill context, dates, and other assignment details your team needs.

2

Track work through shifts and timesheets

Use shift bookings and timesheet entries to record the work completed during the contract period.

3

Review monthly timesheets

Use the monthly view to check the submitted time, confirm the billing period, and prepare the record for approval.

4

Generate the invoice

Create the invoice from approved time so the billing document is tied back to the contract and placement context.

5

Use the record for follow-up

Keep notes, approval status, and billing activity connected so recruiters, managers, and operations teams can review the same context.

Quick answers

Common questions

What launched for contracts and billing in January 2026?

ATZ CRM added a connected workflow for job contracts, monthly timesheets, and invoices so staffing teams can manage placement-to-billing activity in one system.

How does this relate to Job Shifts and Timesheets?

Job Shifts and Timesheets support the daily work and hour submission flow. The contract, monthly timesheet, and invoice update connects that work to broader billing cycles.

Can this help with monthly client billing?

Yes. Monthly timesheets help summarize worked time for review, and approved time can support invoice generation.

Which staffing teams benefit most from this workflow?

Contract staffing, temporary staffing, and agencies that invoice clients based on worked time are the best fit for this workflow.

See it in context

Review this update inside your recruiting workflow

Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.

Book a demo