Placement Team

The team on a placement consists of any Resources, Consultants, and Contacts who are associated with the placement. You can have as many team members on a placements as required.

Resources

When adding a Resource to a team for Contractor or Labour Hire Placement Types, you'll be able to specify the Resource Rate that they'll be paid for any time. This will automatically be set to per hour or per day based on the unit specified for the Billing Rate on the placement.

Consultants

Consultants responsible for the placement can have their Sales Group for the placement set (All, Recruiter, or Account Manager) and their Ownership Percentage. These settings will be used for calculating consultant revenue, margin and commission.

Contacts

Any Contacts who will be approving time and/or receiving copies of the invoices can be added to the Team. Whether they are a Billing Recipient and/or Approver will automatically be set based on the default settings on their user record, but you can check or uncheck those settings on each placement as required. Changing the settings on a Contact record will automatically update all of their placements. 

Billing Recipients will receive a copy of any invoices associated with that placement, and Approvers will receive any Approval Requests submitted for the placement.