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- Recruitment Search PSA
- Who it's for
- Contingent search teams
Contingent search teams
A contingent search team may carry several client assignments at once. Each mandate needs a client, lead consultant, fee value and delivery status so the team can distinguish an active search from a proposal or a pause. Consultant work and costs then belong to the relevant mandate.
How Recruitment Search PSA is set up for you
Portfolio view
Use Proposed Mandates and Active Mandates to separate opportunities from current delivery.
Work evidence
Link each consultant delivery, time entry and expense to the mandate that incurred it.
Milestone billing
Record an agreed amount and due date on a search milestone before finance approves billing.
Fee exceptions
Keep overdue and disputed placement fee payments visible to the client partner and finance owner.
A contingent search team may carry several client assignments at once. Each mandate needs a client, lead consultant, fee value and delivery status so the team can distinguish an active search from a proposal or a pause. Consultant work and costs then belong to the relevant mandate.
Start with one client that has a proposed search and an active search. Give each a distinct mandate code and lead consultant. Submit delivery to the active mandate and check that the approval receipt names the intended work. Add a milestone only where the client agreement supports one. Finance can follow an invoice and payment from that milestone while the engagement manager checks hours and expenses against the mandate budget. Review an incorrect mandate link during the rehearsal so the team sees how to correct the source before it affects the margin discussion.
During the first operating cycle, review the proposed and active lists with the client partner each week. Confirm that completed searches are moved to Completed only when the engagement owner has reviewed delivery and assigned any outstanding fee follow-up.
Features to start with
Roles on the team
- Client Partner
- Owns the client relationship and reviews proposed and active search mandates.
- Engagement Manager
- Coordinates mandate delivery, consultant work and milestone readiness.
- Consultant
- Records their own mandate work and costs for review.
- Delivery Reviewer
- Decides submitted consultant delivery and records the decision against the source line.
- Finance Manager
- Reviews approved milestones, invoices and collected placement fees.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.