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A placement records one candidate’s start, the fee, the invoice and the aftercare through probation. Hire never changes its status on a date. You confirm each move.
  1. Create the placement. A move to Placed, or Offer accepted on the application, opens Create placement: owner, start date, guarantee, agreed salary, fee, invoice terms and billing contact. Nothing is created until you confirm. Flo also proposes the placement on a card from what you logged; open it in Tasks › To review, select Edit to fill in what’s missing, then Approve with changes. When the Job has no hiring manager, pick the billing contact from the client’s contacts on the card.
  2. Work the tasks Hire adds. They are yours, about the candidate’s application, from the placement’s dates.
  3. On the start date, open the placement and select Confirm start. The placement moves to Probation.
  4. When the guarantee or probation ends, select Confirm completion. The placement moves to Completed.

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The tasks Hire adds

A placement confirmed after its start gets only the tasks still ahead, plus Send the invoice, due today. Issuing the invoice completes its number and send tasks and moves each payment chase to the real due date. Marking it Paid completes every invoice task. Logging a check-in completes that check-in’s task.

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End a placement

  1. Select More, then End placement.
  2. Enter the end date, the reason and the resolution: No action, Replacement search, Credit pending or Credit completed. Add a financial note if the client is owed a credit.
  3. Select End placement.
Ending is final. The open aftercare tasks stop, and the invoice and its payment chases stay. Hire records the credit you note but never calculates or issues it. A rehire is a new placement. Owners and Admins can add your agency’s own placement fields, such as a PO number, in Settings › Fields › Placements. They show as columns on Placements. Only the placement’s owner, their manager or an admin can confirm its start or completion, or end it. Each move shows in the placement’s Activity.