> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ascern.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage a placement

> Confirm the placement, follow its invoice and aftercare tasks, and move it to Probation, Completed or Ended.

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**.

## The tasks Hire adds

| When | Task |
| - | - |
| A week before the start date | Confirm the invoice number with the client |
| The start date | Send the invoice to the client |
| Halfway through the payment terms | Chase payment |
| A week before the invoice is due | Chase payment |
| The day it is due | Chase payment |
| The start date | Day 1 check-in: confirm the candidate started |
| A week after the start | First week check-in |
| Halfway to the guarantee end | Check in a few weeks in |
| The guarantee end | End of probation: confirm the candidate passed |

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.

## 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**.


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