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- Recruitment Search PSA
- Process
- Search milestone billing
Search milestone billing
Authorize a search milestone and record the invoice operation.
Step by step
-
Define milestone Engagement Manager
Record mandate, amount, due date and consultant owner. Engagement Manager owns this handoff.
- Record mandate, amount, due date and consultant owner
- Updates Search milestones
-
Submit and approve Finance Manager
Move Pending to Submitted to Approved after the billing decision. Finance Manager owns this handoff.
- Move Pending to Submitted to Approved after the billing decision
- Updates Search milestones
-
Invoice Finance Manager
Move a valid Approved milestone to Invoiced and record the operation. Finance Manager owns this handoff.
- Move a valid Approved milestone to Invoiced and record the operation
- Updates Search milestones, Operation receipts
Who does what
Roles and permissions- Engagement Manager
- , Finance Manager.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.