Creating placements

A placement is the commercial record of a successful deal — the candidate, the client, the dates and the money. Placements drive your billing 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, Kepler records the placement and updates the pipeline together; candidate, job and company come pre-linked.
• Manually — open Placements and choose Add Placement, then link the candidate, job and company. Kepler opens the placement editor so you can complete fees, splits, 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 the owner — the consultant credited with the deal.
• Fee splits — how the fee divides across the team. See Fees, aftercare & billing.
• Invoice & payment status — badges show billing state at a glance.
• Aftercare and guarantee dates — 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 — fee income, invoice and payment status, placements by period and by client.