Placements
Manage the full placement process, including offers, starts, contracts, and placement records.
By Jason and 2 others3 authors7 articles
- Manage Home Currency in Placements and InvoicesLearn how to manage Home Currency for placements and invoices to ensure accurate multi-currency reporting, apply Bank Spot Rates, and align financial data with your General Ledger for precise international…
- New on-cost options in PlacementsPay Rate, In Charge Rate, & Margin/Markup
- Zapier & Vincere: Create Bills in Quickbooks when new placements made in VincereLearn how to create Bills in Quickbooks whenever a new placement is made in Vincere
- Zapier & Vincere: Send email notifications when new placements is made on VincereThis is perfect if you want to receive email notifications for new placements made in Vincere
- Manage Renewals for Contracts and PlacementsLearn how to renew, track, terminate, extend, and convert contract and temp placements using the Renewals chevron and Intelligence dashboards.
- Configure Placement Custom FieldsLearn how to create, organise, and manage custom fields for Placements, including mandatory settings, wildcards, and exports.
- Undo or Remove a Candidate ApplicationLearn how to undo or remove a candidate application at the Shortlisted, Offer, and Placed stages, and understand what happens to linked records when you do.