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- Recruitment Search PSA
- Who it's for
- Retained search firms
Retained search firms
A retained search firm needs the commercial promise visible from kickoff through collection. Record the client, lead consultant, mandate fee and budget hours before delivery starts. Use a search milestone for the contractual billing point, then link the placement fee payment to that milestone.
How Recruitment Search PSA is set up for you
Commercial scope
Keep the mandate type, dates and fee value with the client and partner responsible for the relationship.
Delivery review
Consultants submit billable delivery; the reviewer accepts only lines with a mandate, billable work and hours.
Billing decision
Finance approves a milestone and checks its amount and mandate before the invoice operation.
Collection
Follow invoiced, overdue and disputed placement fee payments by due date and invoice number.
A retained search firm needs the commercial promise visible from kickoff through collection. Record the client, lead consultant, mandate fee and budget hours before delivery starts. Use a search milestone for the contractual billing point, then link the placement fee payment to that milestone.
Choose one active retained mandate with a known milestone and a payment due date. Enter the client billing terms and assign the lead consultant. Submit a valid delivery line and a line that fails the approval guard. Inspect both operation receipts. Approve the milestone, run the invoice operation and follow its payment to Received. The practice lead can then compare delivered amount, cost and remaining fee in the Mandate Margin Desk. Reconcile the records before adding more searches.
Before widening the rollout, compare the fee value with the milestone amount and the payment amount. If they serve different contractual purposes, document that distinction with the commercial owner. Keep the source mandate easy to open from each billing record.
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.
- Practice Lead
- Reviews mandate economics and capacity across the search group.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.