Placement Products

Overview

A placement product is an item in the Catalog that is sold to your customer when a placement is recorded within BrightMove.  Within the catalog taxonomy, placement products are items within a Product Class which have been tagged with the For Placements attribute.

There are two types of Placement products.

• Requires Retainer
• Does Not Require Retainer

Requires Retainer

This product type allows you to invoice and charge a fee to your customer at the time that a job is approved.  In this product type, fees are calculated either as flat fees or percentage fees.  With percentage fee calculations, the fees are based upon the OTE attribute of the job at the time of the creation of the retainer charge.  Once the placement is made, the retainer fees are used to reconcile the balance of the fees based on the actual quantities as defined in the placement. 

Does Not Require Retainer

This product type allows you to invoice and charge a fee to your customer at the time that a candidate is placed on a job.  In this product type, fees are calculated either as flat fees or percentage fees.  With percentage fee calculations, the fees are based upon the OTE attribute of the placement. 

Follow these steps below to create a Placement Product.

• To access this feature, the Back Office module must be licensed and enabled.
• In your ATS account, navigate to Back Office
• From the Back Office menu, select Catalog
• Click the blue button in the right Add Product or Service Class
• Make sure you select the For Placements checkbox on the editor
• Click Save