Recruitment Agency ERP for Client Fees and Tasks
Name Employer and Search Records for Your Team
Use Employer client for the customer, Search assignment for the order and Search service for each fee line. These labels help account managers identify Westhaven’s retained-search records when discussing the agreed brief and the next commercial step. These settings change record labels while preserving DNA’s standard sales and task functions.
Share Search Fees With the Employer Contact
Present the role briefing, market research and shortlist handover as a single itemized fee proposal. Set its sharing language and link expiry for the employer contact, with an optional signature request that follows the agency’s agreed commercial process. Review these Share settings before opening the customer-facing proposal link.
Coordinate Briefing, Research and Client Review Responsibilities
The account manager confirms the role brief, the research lead prepares the research handover and the client coordinator organizes the client discussion. Assign those human responsibilities as tasks so the account lead can follow the next action without treating employer sales records as a candidate pipeline. Open Task Details to check the assignee, priority and due date, then update its status on the board.
Bill the Search Stages Agreed With Employers
Prepare the retained-search invoice against a 40% briefing, 40% shortlist and 20% handover billing plan. The stage description explains the fee being requested from Westhaven, while the recruitment team records its own delivery progress in separate tasks. Inspect milestone ID, description, work package and amount in the Progress Billing Invoice.
Explore retained operations-director search
Recruitment Agency ERP for Client Fees and Tasks | DNA
- Manage recruitment client proposals, search-team tasks and retained-search fees in DNA ERP. Follow employer briefs, research handovers and staged invoices.
- Utilize structured and semi-structured data storage
- Analyze data using graph, spatial, and machine learning engines
- Start with the basic trial using sample data; no set-up required
