Creating placements
Record the deal: placement type, dates, Consultants, and the linked candidate, job and company.
A placement is the commercial record of a successful deal — the candidate, the client, the dates and the money. Placements drive your fee reports and the dashboard's revenue numbers, so accuracy here pays for itself.
Creating a placement
- From the pipeline — when you mark an application as placed (or drop its card on the Placed column), the Place [candidate] dialog confirms the Consultants, then Kepler records the placement and updates the pipeline together; candidate, job and company come pre-linked.
- Manually — open Placements in the sidebar and choose Add placement, then choose a Candidate and either a Job or a Client. Selecting a job fills its linked client automatically; clear the job to place directly with a client. Choose the placement type if needed, fill any required type fields and set the start date (and the Fee, if you have finance access). After creating, Kepler opens the placement editor so you can complete fees, Consultants, billing and aftercare details.
Placement types
Placement type is optional. New workspaces start with Permanent, Contract, Retained and Temporary, and admins can create, edit or archive additional types. Each type carries its own form template, so the fields you see fit the deal:
| Type | Typical fields |
|---|---|
| Permanent | Base salary, additional salary components, equity. |
| Contract | Day rate, working days per week, margin, rate revisions, contract extensions. |
| Retained | Payment split, mandate signed, milestone reached. |
| Temporary | Hourly rate, hours per week, charge rate. |
Templates are configurable per workspace — see Placement settings.
What else a placement carries
- Status and start date, plus Consultants — the people who shared the placement and their percentage shares. The first person is the Lead.
- Consultants on the Details tab — everyone can see names and shares, and people who can edit the placement can edit the shares.
- Fee on the Fees tab, shown only to people with finance access. See Fees, aftercare & billing.
- Rebate status on the Billing tab.
- Aftercare and guarantee dates on the Aftercare tab — with automatic reminder tasks.
- Notes and linked records — the candidate, job and company, one click away.
Where placements appear
- Placements — the workspace list with search, views and filters.
- Candidate / Company → Placements — deal history per record.
- Dashboard & Reports — placements by period and by client; fee income and rebate figures for people with finance access.
Create the placement when the offer is accepted, not when you invoice the client — date-sensitive automation (guarantee periods, aftercare reminders, extension reviews) counts from the dates you record.