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- Recruitment Search PSA
- Process
- Client and mandate setup
Client and mandate setup
Move a client search from proposed scope into active delivery.
Step by step
-
Confirm client Client Partner
Review client ownership, contact and billing terms. Client Partner owns this handoff.
- Review client ownership, contact and billing terms
- Updates Clients
-
Set mandate Engagement Manager
Record fee value, budget hours, dates and lead consultant. Engagement Manager owns this handoff.
- Record fee value, budget hours, dates and lead consultant
- Updates Client mandates
-
Begin delivery Engagement Manager
Move Proposed to Active after the assignment is agreed. Engagement Manager owns this handoff.
- Move Proposed to Active after the assignment is agreed
- Updates Client mandates
Who does what
Roles and permissions- Client Partner
- , Engagement Manager.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.