Client Records and Fee Terms for Recruiters
Every client company sits on one record with its hiring contacts, the fee basis agreed and the payment days. Mandates, submissions and invoices for that client all hang from it.
What the client record holds
Who works from it
Recruiters open the client record before taking a mandate, so the fee basis and the submission format are known before any CV moves. Team leads see which mandates belong to which client. Accounts reads the payment trigger and credit days when raising a placement invoice. Owners read closures and dues by client.
How it connects onward
A mandate cannot be raised without a client behind it. The fee basis on the client record decides what the placement invoice carries, and the replacement window starts counting from the joining date. Change a term on the client record and new mandates pick it up, while placements already billed keep the terms they were billed on.
Limits and agency choices
The record holds terms, not accounts. How a placement fee is treated for tax stays with your accountant or advisor. The agency decides the rest.
- Which fee basis and credit days apply to each client company
- Who in the agency may change a fee term already signed
- Whether a client sees only its own mandates on a shared view
- How long the free replacement window runs for each client
Frequently asked questions
Can two fee bases run for one client?
Yes. A client hiring on both permanent and contract terms carries a fee basis per mandate type, each with its own payment trigger.
Who may edit a fee term already signed?
That edit right is settled during implementation. Most agencies keep it with the owner or the account manager, and recruiters only read the term.
Does the client log in to see mandates?
Only if a client view is built. It carries its own quote, and the agency decides what a hiring contact may read.
Are old closures affected by a term change?
No. A billed placement keeps the terms it was invoiced on, and the new basis applies from the next mandate onward.
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