Work with Client Companies and Placements

If you recruit for other businesses, Wizard Application keeps each client, their jobs and every candidate you put forward together. Interviews, permanent placements and contracts are recorded as bookings, which then feed your timesheets and forecasts.

Add a client company

1. Open Companies

   In the sidebar, open Recruitment and choose Companies. Add a new company.

2. Add their details

   Enter the company name, its legal and trading names, company number, industry and size, and how to contact them. Add their primary contact, the person you deal with day to day.

3. Record your terms

   Under billing and contract, add their billing email and payment terms, your fee type (a percentage of salary, a fixed fee or a retainer), the percentage and when the contract started.

4. Give them a portal

   On the Standard plan and above, send them a portal invitation so they can follow the jobs you are working on for them. See give customers, candidates and clients a portal.

When you post a job, choose the company it is for. See post a job and track candidates.

Book an interview

1. Create the booking

   Add a booking in the calendar, or from the candidate, choose interview as the type, and pick the candidate, the job and the company.

2. Say how and where

   Choose in person, phone or video. For in person, use the company's address or enter another. Add the interview panel.

3. Add the video call

   Paste a meeting link, or create a Zoom, Microsoft Teams or Google Meet meeting for it if you have connected one.

The candidate is emailed the details and the person the booking is assigned to is told.

Record a placement or contract

• Permanent placement. Create a booking with the permanent type and record the date the offer was accepted, the annual salary, your placement fee, the notice period and the probation period.
• Contract. Create a booking with the contract type and record the day rate and contract value. The contractor's weekly timesheets are then raised against it.