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- Recruitment Search PSA
- Process
- Mandate economics review
Mandate economics review
Use delivered work and collected fees to examine search performance.
Step by step
-
Review work Practice Lead
Compare hours, costs and delivered amounts. Practice Lead owns this handoff.
- Compare hours, costs and delivered amounts
- Updates Client mandates, Consultant deliveries, Expenses
-
Check billing Finance Manager
Compare approved and invoiced milestone amounts with payments. Finance Manager owns this handoff.
- Compare approved and invoiced milestone amounts with payments
- Updates Search milestones, Placement fee payments
-
Close mandate Engagement Manager
Move Active to Completed after the engagement review. Engagement Manager owns this handoff.
- Move Active to Completed after the engagement review
- Updates Client mandates
Who does what
Roles and permissions- Practice Lead
- , Finance Manager, 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.