Module
Talent & Contingent Workforce
Staffing end to end — clients and their programmes, job orders, the candidate database, submissions, offers and placements, and then the half that only starts once somebody is placed: work orders, timesheets, client invoices, contractor pay and the compliance that can stop all of it. Invoices raise real receivables in Accounting; a converted contractor becomes a real employee in HRMS; a placed student writes back to their own record in Student Lifecycle.
5 groups · 12 sections · 35 screens
Demand
Who is buying, what they are asking for, where it is advertised, and what may be charged.
RecordsStaffing ClientsThe buying organizations. A client bought through an MSP is governed by that programme rather than by whatever was agreed with the hiring manager.OpenRecordsMSP & VMS ProgrammesThe managed programmes work arrives through. Under one of these the requisition comes from a portal, the rate is capped by a card, and a fee comes off every invoice before it is paid.OpenRecordsRate CardsWhat may be charged and what may be paid, by title and place. Under a governed programme this is not advice — a submission above the ceiling is refused.OpenRecordsStaffing SuppliersWhat is additionally true about a supplier that supplies people: the tier they sit at, the insurance certificate that expires, and the fill rate they are judged on.Open
Advertising
5Where a requirement is advertised, what came back, and what each board actually costs per candidate submitted.
RecordsJob Board ContractsWhat this desk pays for, how many slots are left, and what each contract has actually produced. Very few boards hand out a general posting API — the ones that do not are advertised through a feed or by hand, and the console says which.OpenRecordsAdvertisementsOne job order on one board. Six boards is six of these, with six references, six expiry dates and six costs — which is why a flag per board would answer nothing.OpenRecordsBoard ApplicationsWhat came back. Deliberately not a candidate: an application is what arrived, and a candidate is what somebody decided to keep. Most applications never become candidates.OpenRecordsBoard AlertsA saved search that watches the boards for work this desk could fill. The other direction from an advertisement: not "advertise my job" but "tell me when somebody advertises a job I could fill".OpenRecordsWhat The Alerts FoundRequirements on the boards this desk could fill, with who on the bench could fill them — worked out when the hit arrived rather than when somebody eventually opens it.Open
Talent & Pipeline
The database, what a recruiter actually reads of it, and what is out in front of a client right now.
RecordsContingent CandidatesThe database, which in a staffing business is the asset. Right to work and its expiry are columns rather than notes, because a contractor whose permission runs out mid-assignment is the most expensive mistake in this module.OpenRecordsTalent PoolsThe hotlist. A named set of people kept warm for a client, a skill or a programme, so the next requisition starts from twelve names rather than a search box.Open
What A Recruiter Reads
3The CV read properly, in forty words, with the concerns named — and the requirement said plainly from the other side.
WorkspaceCandidate PreviewThe CV beside the summary beside the fit against a requirement. The whole point is that they are on one screen: a recruiter reads the top of a CV and the first job, and everything below is read by nobody.OpenRecordsCandidate SummariesForty words a recruiter could read aloud to a client, the fit against a specific requirement, and the concerns named. Every one is attributed — which model, which prompt version, when — because a summary is a claim about a person.OpenRecordsRequirement SummariesWhat a role actually is, in three lines, and what makes it hard to fill — the most useful line on the record and the one nobody writes down.Open
RecordsSubmissionsOne candidate against one job order, at one pair of rates. The margin is agreed here, and the placement is built from these numbers rather than from the job order’s.OpenRecordsClient InterviewsRounds against a submission, with the outcome that decides whether it goes to offer.OpenRecordsPlacement OffersThe terms put to a candidate. Accepting one is what creates the assignment, its work order and its compliance checklist.OpenRecordsInterviewer AvailabilityWhen each interviewer can interview, week by week, in their own time zone. Interview times are proposed from these and the interviews already booked.Open
Contingent Workforce
Who is on assignment, under whose authority, and whether they may be there.
RecordsPlacementsThe assignment. Everything downstream hangs off it — the timesheet, the invoice, the pay record, the margin and the compliance clock.OpenRecordsWork OrdersThe client’s authority to spend, with a ceiling on it. Hours worked past the budget are hours nobody will pay for, which is why the spend is tracked here.OpenRecordsStatements of WorkThe other half of contingent spend: not people by the hour but an outcome for a price, delivered against milestones.Open
Signatures
2Documents sent to the other party to sign electronically, and who may sign them for the company.
WorkspaceE-SignatureContracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.OpenWorkspaceSigning AuthorityWho may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.Open
Time & Money
Hours in, invoices out, and the worker paid.
RecordsContractor TimesheetsHours worked, priced at the rate in force on the day rather than at whatever is on the placement today. Approving one is the moment money becomes real.OpenRecordsContractor ExpensesWhat a contractor spent, what is billable to the client, and the markup on it.OpenRecordsClient InvoicesOne document a period with a line per contractor, raised here and posted into Accounting as a real receivable — one document with two views of it, rather than a staffing ledger beside the company ledger.OpenRecordsContractor PayWhat the worker is owed, and by which route. A worker on the payroll joins a real payroll run; an independent or corp-to-corp contractor is a real payable. Never both.Open
Reporting
The funnel, the margin, the spend and the catalog behind them.
ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.OpenReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open