Fees, aftercare & billing

Check the fee and currency

1. Open the placement and select Fees.
2. Check the currency beside the Fee amount. A placement created from a job inherits the job's currency; for a direct client placement, select the currency you agreed with the client.
3. Enter or review the Fee — this is the headline fee income used in reporting. Net fee and Gross fee are optional supporting figures under Net and gross.
4. Review Consultants on the Details tab and save any share changes there.

When creating a placement without an entered fee, Kepler can use the job's fixed fee. For a percentage fee, it can calculate the amount from the job's fee percentage and the placement's Base salary, when both are available. Check the resulting fee against the agreed deal; entering salary or rate details alone does not guarantee that a fee has been calculated.

Who can see fees

Placement fee amounts — Fee, Net fee, Gross fee and Rebate amount, and each consultant's share of the fee in money — are visible only to people with finance access: by default the Owner, Admin and Finance roles. For everyone else:

• The Fees tab and the fee fields don't appear, and fee columns are left out of the Placements list, exports and the Jobs list's Placed fees column.
• Fee filters, sorts and groupings aren't available. A saved view that a finance user shared still opens, without its fee rules.
• Fee amounts are left out of History, the assistant and the API.
• Consultants and their percentage shares stay visible to everyone.

If you need to see fees, ask your workspace admin about your role. A job's own fee terms (fee type, percentage or amount) are visible to everyone who can open the job.

Consultants and shares

On the placement's Details tab, record the Consultants who shared the work and each person's share. The first line is the Lead. Shares must total 100%, and a placement must have at least one consultant. Anyone who can edit the placement can edit the shares. Names and shares are visible to everyone; the money each share represents is visible only with finance access. Shares feed the Consultants dashboard and consultant-level performance reporting.

Rebates

The placement's Billing tab tracks rebates. Set the Rebate status (None, At risk, Due, Credited or Waived) when a placement falls off inside its guarantee. People with finance access also record the Rebate amount.

Aftercare, guarantee and extensions

The placement's Aftercare tab holds the dates that matter after the start:

• Guarantee end — the end of the rebate/replacement window you've agreed with the client.
• First day check-in and Probation check-in — planned post-placement check-ins with candidate and client.
• Extension reminder — for contract placements, when to review an extension.
• Aftercare notes — anything else to remember.

Automatic reminder tasks

Date changes create reminder tasks automatically. Set or change a check-in date, the guarantee end or the extension reminder and Kepler creates or updates a linked task for the placement's recruiter at the right time — guarantee and extension reminders arrive as high priority — so a fall-off inside guarantee or a contract end never arrives unannounced. If no recruiter is set, the task is assigned to the person making the change. Clearing a date removes its open reminder task. The tasks appear in Tasks like any other, linked back to the placement.

Reporting on the money

• The Placement Finance dashboard in Reports tracks agreed fee income, rebate exposure, guarantee fall-offs and fee shares by consultant. It's listed only for people with finance access.
• The Consultants dashboard breaks placement counts and shares down by consultant for everyone who can see placements; its fee-share figures show only with finance access. With finance access, custom reports can break fees down by consultant, client, period or placement type — see Reports & analytics.