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- Recruitment CRM
- Process
- Mandate review
Mandate review
The hiring mandate gives a reviewer a defined set of position terms. It stays linked to the client opportunity, where activity and attachments explain what the client requested. A submitted revision should be the one the Sales Manager decides on.
Step by step
-
Prepare proposal Relationship Owner
The Relationship Owner explains the client's scope and next action on the opportunity.
- Keeps the client discussion with the request
- Updates Opportunities, Relationship activities
-
Review mandate Relationship Owner
The owner enters position title, openings, target start and fee where applicable, then submits the mandate from Draft to Submitted.
- Puts terms and evidence before the reviewer
- Updates Hiring mandates, Opportunities, Record attachments
-
Approve mandate Sales Manager
The Sales Manager compares the submitted terms with supporting evidence and records an independent approval, rejection or return.
- Records the reviewed revision and decision
- Updates Hiring mandates, Review decisions, Opportunities
ApprovalA person approves before the work moves on. -
Complete mandate Relationship Owner
The owner marks an approved mandate Completed after the agreed completion evidence is checked.
- Distinguishes accepted terms from completed work
- Updates Hiring mandates, Opportunities
Who does what
Roles and permissions- Relationship Owner
- Prepares and submits the terms; Sales Manager decides independently; Auditor reads authorized decision evidence.
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