Placement Statuses
Placement statuses reflect what’s happening with the candidate’s start and tenure in the role.Starting Soon
The placement has been created but the candidate’s start date hasn’t arrived yet.
Already Started
The candidate has started in the role.
Backed Out Before Start
The candidate or client backed out before the start date.
Backed Out During Probation
The placement ended during the probation period after the candidate had already started.
How to Update Placement Status
1
Open the Placement record
Navigate to the placement you need to update.
2
Click the current status
Click the status indicator displayed on the record.
3
Select the new status
Choose the appropriate status from the options shown.
4
Confirm the change
Confirm the update to apply it.
Status changes are logged in the placement’s activity timeline with a timestamp, so you always have a full record of how a placement progressed.
Payment Statuses
Payment is tracked separately from placement status. The payment status tells you where things stand with invoicing and collection for each placement fee.How to Update Payment Status
1
Go to the Placements list
Navigate to the Placements section in the main navigation.
2
Find the placement
Locate the placement you want to update in the list.
3
Click the payment status
Find the payment status column on the placement’s row and click it.
4
Select the new status
Choose the new payment status from the dropdown.