Track Candidate Placement Guarantee Periods to Protect Fees
Recruiting agencies owe fee refunds if placed candidates leave within a guarantee period, and losing track costs money. Track each placement's guarantee window and monitor for early departures.
- 1
Log Each Placement
Record the candidate, client, fee and guarantee window.
- 2
Check In During the Window
Add scheduled
Gmailcheck-ins with candidate and client. - 3
Catch Early Departure Signals
Flag placements showing dissatisfaction before they leave.
- 4
Manage the Exposure
Alert on placements approaching guarantee thresholds.
- 5
Activate and Test
Activate the workflow with a test placement. Confirm tracking works.
Frequently asked questions
Why check in proactively?
A placement leaving in the guarantee window means a refunded fee — early check-ins catch problems while they're fixable.
Client relationship?
Proactive check-ins also signal a recruiter who cares, driving repeat business beyond the single placement.
Track Workers' Comp Claim Deadlines So None Get Barred
Workers' comp claims have unforgiving statutory deadlines for filing, appeals and medical evidence. Track every deadline per claim with escalating alerts before the bar.
Free recipe
Automate Wholesale Net-Terms Credit Applications and Checks
Wholesalers extend net terms via slow paper credit applications, delaying orders and risking bad debt. Collect credit applications digitally and run checks before approving terms.
Free recipeTrack Every Wedding Vendor Payment Deadline Automatically
Wedding planners juggle deposit and final-payment deadlines across a dozen vendors per wedding. Track every vendor payment date and remind before each is due.