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- Recruitment Search PSA
- Process
- Consultant delivery review
Consultant delivery review
Move submitted billable work through a guarded approval decision.
Step by step
-
Record delivery Consultant
Enter date, hours, rate, billable flag and mandate. Consultant owns this handoff.
- Enter date, hours, rate, billable flag and mandate
- Updates Consultant deliveries
-
Submit Consultant
Move Draft to Submitted for review. Consultant owns this handoff.
- Move Draft to Submitted for review
- Updates Consultant deliveries
-
Approve Delivery Reviewer
Move qualifying Submitted work to Approved and record the outcome. Delivery Reviewer owns this handoff.
- Move qualifying Submitted work to Approved and record the outcome
- Updates Consultant deliveries, Review decisions, Operation receipts
Who does what
Roles and permissions- Consultant
- , Delivery Reviewer.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.