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- Recruitment Search PSA
- Data model and import order
The tables behind Recruitment Search PSA
Recruitment Search PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and mandates:
Clients, client mandates, Organizations and Consultants establish the customer, assignment, owner and commercial baseline.
Delivery:
Consultant deliveries and review decisions connect billable work with the reviewer decision; operation receipts record workflow outcomes.
Time and expense:
Time entries and Expenses carry consultant activity and costs to the relevant mandate.
Billing:
Search milestones belongs to client mandates; placement fee payments belongs to search milestones.
Evidence:
Record attachments links files to source records; operation receipts records successful and failed operations.
Access:
Users holds account identity and role values; agree how those users map to consultant records.
Every table, by feature
- Clients and mandates4
- Consultant delivery5
- Search milestones4
- Placement fees4
- Time and expenses6
- Margin and capacity5
- Review evidence6
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Consultants, Organizations - Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Consultants
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Consultant deliveries
Billable delivery of consultant time and fees against a client mandate: hours, rate, approval status, invoiced and approved amounts, delivery cost and margin.
Linked to Client mandates, Consultants - Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations - Consultants
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Consultants - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Consultants
- Search milestones
Contractual milestones that trigger billing.
Linked to Client mandates, Consultants - Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations - Consultants
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Consultants
- Placement fee payments
Invoices and receipts raised against milestones.
Linked to Search milestones - Search milestones
Contractual milestones that trigger billing.
Linked to Client mandates, Consultants - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Consultants - Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations
- Time entries
Logged consultant time by client and engagement.
Linked to Consultants, Clients, Client mandates - Expenses
Reimbursable and billable engagement expenses.
Linked to Client mandates, Consultants - Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations - Consultants
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Clients
Client master records with ownership and billing terms.
Linked to Consultants, Organizations - Record attachments
Files linked to records across the app.
Linked to Consultants
- Client mandates
Retained and contingent search mandates with fee value, budget hours and delivery status.
Linked to Clients, Consultants, Organizations - Consultant deliveries
Billable delivery of consultant time and fees against a client mandate: hours, rate, approval status, invoiced and approved amounts, delivery cost and margin.
Linked to Client mandates, Consultants - Consultants
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Expenses
Reimbursable and billable engagement expenses.
Linked to Client mandates, Consultants - Search milestones
Contractual milestones that trigger billing.
Linked to Client mandates, Consultants
- Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Consultants - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Consultants - Record attachments
Files linked to records across the app.
Linked to Consultants - Consultant deliveries
Billable delivery of consultant time and fees against a client mandate: hours, rate, approval status, invoiced and approved amounts, delivery cost and margin.
Linked to Client mandates, Consultants - Search milestones
Contractual milestones that trigger billing.
Linked to Client mandates, Consultants - Placement fee payments
Invoices and receipts raised against milestones.
Linked to Search milestones
Keys and references
Keep client code, mandate code, delivery code, milestone code and payment code stable when moving data. Client mandates.Client references Clients; consultant deliveries.Mandate and search milestones.Mandate reference client mandates; placement fee payments.Milestone references search milestones. A fee payment belongs to a milestone, not directly to a client. Preserve the client and mandate chain for reconciliation.
Record attachments uses parent table name and parent record id to point to its source. Review decisions uses subject type and subject reference; operation receipts uses operation type and Reference. Agree stable reference formats before importing historical evidence. Validate dates, amounts and select values with the owners before running the first approval or billing operation.
Migration order
- Load Organizations, Users and Consultants, then reconcile consultant organization and rates.
- Load Clients with client partner and owning organization; validate billing terms and statuses.
- Load client mandates with client, lead consultant, organization, fee value and budget hours.
- Load consultant deliveries, time entries, Expenses and search milestones with their mandate references.
- Load placement fee payments, review decisions, operation receipts and record attachments; reconcile amounts and evidence to their source records.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.