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From Submission to Start Date. Tracked. Background

Placement Manager

From Submission to Start Date. Tracked.

A complete placement lifecycle manager that ensures nothing falls through the cracks — compliance, onboarding, and status tracking all in one view.

Workflow

Six Stages. Zero Gaps.

Every placement follows a clear, trackable path from first submission to placement going live.

01

Submission

Submit candidates to roles with structured profiles, cover notes, and availability — all tracked against the job record.

02

Interview

Schedule interviews, collect feedback, and manage candidate preparation from a single timeline.

03

Offer & Negotiation

Generate offers, track counter-offers, and manage approvals with full audit trail.

04

Compliance

Right-to-work checks, reference verification, DBS screening, and document collection — automated and auditable.

05

Onboarding

Coordinate start dates, contracts, equipment, and first-day logistics with templated workflows.

06

Placement Live

Track placements through probation, extensions, and conversions with real-time status updates.

Payroll & Timesheet SyncStatus
Placement Rate Sync
Synced to Xero
Weekly Timesheet
Auto-Generated
Client Approval
Approved
Placement data successfully synced with external payroll portal. Invoice ready for generation.
Payroll & Billing

Timesheet & Expense Integrations.

Disconnects between your placement data and your back-office payroll systems lead to delayed invoices, missing data, and frustrated contractors.

The recruitMaxx Placement Manager syncs placement data directly with external payroll and timesheet portals. The moment a placement goes live, pay rates, charge rates, and candidate details are automatically pushed to your billing system.

Contractors can log their hours and expenses via their portal, routing them directly to the client for one-click approval. Once approved, the data flows seamlessly into systems like Xero or QuickBooks—eliminating manual data entry and ensuring you bill accurately and on time.

Candidate Experience

Automated Candidate Onboarding.

The biggest risk of candidate drop-off happens between the offer acceptance and the actual start date. A poor onboarding experience leaves candidates feeling anxious and disconnected.

Our Onboarding Workflows trigger the moment an offer is signed. The platform automatically coordinates start dates, sends the candidate first-day logistics (parking, dress code, building access), and even triggers equipment provisioning requests to the client's IT department.

By automating the administrative heavy lifting of onboarding, your consultants have more time to focus on relationship building and securing their next placement.

Onboarding AutomationTriggered
Welcome Pack Generaton
Client: Stripe • Role: Data Engineer
Contract Signed via DocuSign
Completed 2 hours ago
IT Equipment Form Sent to Client
MacBook Pro M3 Requested
Day 1 Logistics Email
Scheduled for 3 days before start date
FAQ

Placement Management FAQs

Common questions about tracking compliance, onboarding, and offers.

The recruitMaxx Placement Manager is a comprehensive lifecycle tool built on Salesforce that tracks every placement from candidate submission to start date, including offer negotiation and onboarding.
Yes, it automates and audits critical compliance steps like Right-to-Work checks, reference verification, DBS screening, and GDPR consent management directly within the placement timeline.
The Placement Manager coordinates start dates, automated contract generation, equipment provisioning, and first-day logistics using templated workflows to ensure a smooth candidate experience.

See Placement Manager in Action

Book a demo and see how recruitMaxx ensures every placement is compliant, on time, and fully tracked.

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