Placements are marked won before operations are complete
Offer accepted does not always mean start date, documents, contract details, timesheets, and invoice readiness are handled.
Recruitment workflow
Placement Management Workflow for Recruitment Agencies
Placement management is the agency workflow for moving a successful candidate from offer or client approval into confirmed placement, start-date readiness, contracts, shifts, timesheets, invoicing, post-placement follow-up, and revenue reporting.
This page maps the placement workflow operationally: confirm the client decision, update candidate and job status, capture offer details, coordinate start date, handle contract or shift details, manage timesheets where relevant, trigger invoicing, and report placement performance.
Search intent
Placements need an operational handoff, not just a won status
Competitor and category pages often cover ATS placement tracking, onboarding, timesheets, and reporting. ATZ CRM can win by showing the agency workflow after selection: status update, offer details, contract or shift logistics, candidate/client communication, invoicing, and post-placement reporting.
Candidate and client handoff is unclear
Recruiters, account owners, and operations teams can miss who owns start-date communication, paperwork, or post-placement follow-up.
Revenue reporting lags behind placement activity
If placement details, invoices, and timesheets are disconnected, managers cannot see placement revenue clearly.
Process-led workflow
How placement management should run inside an agency
The placement workflow should connect hiring decision, candidate readiness, client confirmation, operational documents, and revenue tracking.
1
Confirm the placement decision and terms
Record offer status, start date, compensation or bill rate, employment type, client approval, candidate acceptance, and any conditions.
How ATZ CRM supports this step
Placement Management connects offer movement, client decision, candidate status, and job outcome.
Explore related capability2
Update job and candidate stages immediately
Move the candidate to placed or offer status, update the job, close or reduce openings, and preserve final outcome history.
How ATZ CRM supports this step
Candidate stages, Job Management, and applicant tracking keep placement movement visible across the team.
Explore related capability3
Coordinate candidate and client communication
Send confirmation, start details, next steps, required documents, reporting instructions, and recruiter contact points.
How ATZ CRM supports this step
Email campaigns, templates, and activities help recruiters standardize placement communication.
Explore related capability4
Handle contract, shift, or timesheet requirements
For contract or temporary staffing, set shifts, actual hours, timesheet expectations, and contract-related details before work begins.
How ATZ CRM supports this step
Job Management and placement workflows support contracts, shifts, timesheets, and invoicing for staffing operations.
Explore related capability5
Create or prepare invoice-related records
Capture billable details, client organization, placement value, invoice terms, and any timesheet inputs needed for billing.
How ATZ CRM supports this step
Client organization workflows and placement reporting help teams connect placements to invoicing and revenue visibility.
Explore related capability6
Run post-placement follow-up
Check in with candidate and client after start date, monitor early risks, resolve issues, and identify repeat demand.
How ATZ CRM supports this step
Recruitment CRM, activities, client feedback, and email workflows keep post-placement follow-up accountable.
Explore related capability7
Report on placement outcomes and revenue
Measure placement velocity, fill ratio, start-date success, post-placement issues, revenue by client, and recruiter contribution.
How ATZ CRM supports this step
Reports, dashboards, KPI tracking, and account snapshots connect placement movement to agency performance.
Explore related capabilityOperational support
What teams need after a candidate is selected
Placement management requires clean status updates, communication, contracts or timesheets where relevant, and reporting that connects delivery to revenue.
Contracts and timesheets
Manage staffing workflows involving contracts, shifts, timesheets, and invoicing.
Manage shifts and timesheets
Track shifts and actual hours for temporary or contract placements.
Create invoices
Create and customize invoices from client organization workflows.
Hiring velocity report
Review how fast candidates move through hiring to placement.
Placement metrics
Measure placement execution and revenue handoff
Placement management should show not only wins, but whether the handoff, start, billing, and follow-up are under control.
Offers accepted
Placement confirmation time
Start-date success rate
Placements by job type
Timesheet completion rate
Invoice readiness
Post-placement issue rate
Revenue by placement owner
Agency use cases
Adapt placement management by delivery model
Permanent, temporary, contract, and retained search placements have different handoff requirements.
Permanent placement
Track offer acceptance, start dates, fee-producing placements, and client follow-up.
Contract staffing
Manage contracts, rates, assignment dates, and timesheet-linked workflows.
Temporary staffing
Coordinate shifts, availability, timesheets, and fast placement movement.
Retained search
Handle milestone-based placement progress and high-value client follow-up.
Topical authority bridge
Move from workflow strategy into product, help, and education
These links are grouped so the page supports four SEO surfaces: commercial feature pages, solution pages, product documentation, and educational blog content.
Related features
Feature pages that support placement status, communication, billing handoff, and reporting.
Related solutions
Solution pages where placement handoff and billing operations differ.
Help center proof
Documentation that supports contracts, shifts, timesheets, invoices, and placement reporting.
Further reading
Educational content for placements, staffing operations, and contract handoff.
Related workflow pages
Next workflow pages in the cluster
Candidate Submission Management
Move from client-ready submissions into offer and placement workflow.
Open workflowInterview Scheduling Workflow
Use interview outcomes as the handoff point into placement decisions.
Open workflowRecruitment Reporting Dashboard
Report placement outcomes, revenue, and post-placement risks.
Open workflowFAQ
Placement management workflow questions
What is placement management in recruitment?
Placement management is the workflow for moving a selected candidate from offer or approval into confirmed placement, start-date readiness, contracts, timesheets, invoices, follow-up, and revenue reporting.
What happens after a candidate is placed?
Recruiters should update candidate and job status, confirm start details, communicate with candidate and client, handle documents or timesheets where needed, prepare invoice information, and schedule post-placement follow-up.
How does ATZ CRM support placement management?
ATZ CRM supports placement management with placement stages, job status, candidate records, CRM activities, email communication, contracts, shifts, timesheets, invoicing workflows, and reporting.
How is placement management different for temporary staffing?
Temporary staffing placement management often includes availability, shifts, actual hours, timesheets, contract details, and faster replacement or extension workflows.
Which metrics matter in placement management?
Important metrics include offers accepted, start-date success, placement velocity, placements by job type, post-placement issues, invoice readiness, and revenue by client or recruiter.