Placement settings

Settings → Placements & invoicing (the page itself is titled Placements) is where workspace admins — Owners and Admins — shape the placement workflow.

Placement types and templates

Kepler seeds Permanent, Contract, Retained and Temporary placement types, and admins can create additional types or archive and restore existing ones. Each type has a form template: the set of fields the placement form shows for that type. The seeded defaults (base salary and equity for permanent; day rate, margin and extensions for contract; hourly and charge rates for temporary) can be tailored:

• Add, rename or remove fields per template.
• Field types: Text, Number, Currency, Percent, Date, Yes / No and Select.
• Fields can also be marked Required; Select fields need one or more options.
• Fee income is a standard placement finance field. Consultants is a standard Details field: each placement needs at least one consultant and shares must total 100%. Payment split, Mandate signed and Milestone reached are editable fields seeded on the Retained template, so you can rename or remove them.

Consultant defaults

Admins can set a Consultant defaults rule on the same page. Choose the Application recruiter, Job owner or Candidate owner for each line, set its share, and add lines when a placement commonly has more than one consultant. The first line is the Lead, and the rule must total 100%. Tick When the same person fills two roles, merge their shares to combine one person's shares into a single line. Anyone who can edit a placement can still adjust its Consultants on the Details tab.

Tips for clean templates

• Keep templates lean — every field you add is a field consultants must fill. Capture what you report on; the rest belongs in notes.
• Prefer selects over free text for anything you'll aggregate ("fee basis", "rebate terms").
• Match your accounting language — if finance says "charge rate", don't call it "bill rate" here.