What this feature does and when to use it?
The Placements feature in Recruit CRM helps you track candidates who have been successfully placed into specific jobs at specific companies. Each placement record brings together candidate, company, contact, job, and deal information in one place, making it easier to manage placements throughout the recruitment process.
Use this feature when:
You want to track candidates who have been successfully placed into jobs for specific companies.
You need to create placements from candidate profiles, job pipelines, list views, or Kanban views with key details automatically pre-filled.
You want to prevent duplicate placement records for the same candidate and job.
You need to filter, group, search, or bulk manage placement records for reporting, invoicing, or day-to-day operations.
You want to add custom fields to capture placement-specific information required by your recruitment process.
With placements, Recruit CRM helps reduce manual work, maintain accurate placement records, and efficiently manage placement data using filters, grouping, custom fields, and bulk actions.
📋 Where to view placements
You can see all your placements on the Placements list page:
✨ How to create Placements
A placement is created when you update a candidate's hiring stage and select the Create Placement option.
Option 1: From the candidate profile
Open the relevant Candidate profile.
Go to the Assigned Jobs tab to view all jobs assigned to the candidate.
Click the candidate's current Hiring Stage for the relevant job.
Select the appropriate hiring stage from the dropdown.
Select the Create Placement checkbox.
Submit the stage update to create the placement.
Option 2: From the Job Details page
Open the relevant Job.
Navigate to the Job Details page.
Scroll down to the Candidate Pipeline.
Click the candidate's current Hiring Stage.
Select the appropriate hiring stage from the dropdown.
Select the Create Placement checkbox.
Save the stage update to create the placement.
When marking a candidate as Placed, you will have an option to update the candidate's current organization and Job Title using the "Update Candidate's Current Organization and Job Title" checkbox.
Checking it lets you edit the pre-filled job title (in case it needs to differ from the job's own title) before submitting, so both the candidate's organization and title update together in one step.
Option 3: From the candidate List or Kanban view
You can also create placements while updating hiring stages from the candidate List View or Kanban View within a job.
From the List View
Open the relevant job and click View All Candidates.
Switch to List View, if required.
Click the candidate's current Hiring Stage.
Select the new hiring stage.
Select the Create Placement checkbox.
Save the update.
From the Kanban View
Open the relevant job and click on View All Candidates and switch to Kanban View.
Drag and drop the candidate card to the appropriate hiring stage.
In the confirmation dialog, ensure the Create Placement checkbox is selected.
Confirm the stage change to create the placement.
Pre-filled placement fields
When a placement is created from a candidate profile or a job, Recruit CRM automatically populates the following fields in the placement form:
Candidate
Company
Contact
Job
This reduces manual data entry and helps create placement records more quickly and accurately.
🛠️ How to create custom fields for placements?
If your recruitment process requires additional placement information, you can create custom placement fields to capture it.
Open Admin Settings.
Under Data Customization, select Placement Fields.
Add custom fields as needed to store additional placement details, such as placement terms, commission details, or internal notes.
Turn on the Visible toggle for each custom field you want to display on the placement form.
Once enabled, the selected custom fields will appear on the placement form whenever a new placement is created.
🏷️ How to tag entities on placements
You can tag different types of entities (like Users, Companies, or Jobs) using the Entity Type custom fields.
🔍 How to filter placements
Use filters to quickly find placement records based on specific criteria.
Open the Placements page.
Click Add Filters.
Select the field you want to filter by, such as:
Candidate
Company
Contact
Job
Deal
Placement ID
Currency
Created On
Created By
Configure the required filter conditions.
Click Apply to view the matching placement records.
Applied filter fields appear as separate columns, making it easier to scan, sort, and manage placement records.
You can also use Boolean Search in the search bar to find placements using keywords and logical operators such as AND, OR, and NOT.
Group placements
The Group By option helps organize placement records based on related information.
On the Placements page, click Group By.
Select how you want to group the records:
Jobs
Deals
Companies
Contacts
The placement list is automatically organized based on your selection, making it easier to review related placement records.
✅ How to identify if a placement already exists
Recruit CRM helps prevent duplicate placement records by displaying a placement indicator.
In the job pipeline, look for the Placement indicator.
If a placement already exists for the candidate and job, the indicator appears as an active icon.
If no placement exists, the indicator appears in gray.
No duplicate entries are allowed for a placement.
If you need to make changes, you can update the existing placement record instead of creating a new one.
📦 Bulk actions on placements
Archiving placements
Archiving placements
Select the placements you want to archive. Then click on the Archive button:
To view archived placements, click on the Quick View button → Archived:
Exporting placements
Exporting placements
You can select the placements you want to export, then click on the Export button.
After that, you can select the fields you want to export and click on the Export button to download them as a CSV file.
Deleting placements
Deleting placements
After selecting the placements you want to delete, click on the Delete button.
Confirm the deletion by clicking on the Delete button.
Please note that this is an irreversible action.
Creating Invoice
Creating Invoice
After selecting the placements you want to create invoice for, Click on the Create Invoice button.
Please note that placements from different companies/jobs can't be invoiced together in bulk. They can only be made for the same company/job.
Bulk Updating Fields
Bulk Updating Fields
After selecting the placements you want to update the fields for, Click on the Update Fields button. Choose the field that you want to update and click on Update Field to save the changes.
Customize Bulk Actions
Customize Bulk Actions
You can customize the bulk actions visible at the top of the placements list view. Click on More → Customize Bulk Actions.
You can drag the fields to reorder the arrangement.
🔑 Role access for placements
1. By default, only the account owner and admins have access to view and create placements.
2. On the business plan, you can grant access to view, create, edit and delete placements to users on custom roles as well.
Troubleshooting
Problem: I cannot see the Placements tab or any placements
Problem: I cannot see the Placements tab or any placements
Likely cause: You do not have permission to view placements.
What to check: Confirm your role and plan with Account owner.
Resolution: An account owner or Admin should grant you access. On the Business plan, they can use custom roles to allow view access to placements.
Problem: I changed a hiring stage but no placement was created
Problem: I changed a hiring stage but no placement was created
Likely cause: The Create Placement checkbox was not ticked when updating the hiring stage.
What to check: Review the last stage change and confirm whether the checkbox was selected.
Resolution: Change the hiring stage again and ensure the Create Placement box is checked, or manually create a new placement from the candidate or job.
Problem: My custom placement fields are not visible on the placement form
Problem: My custom placement fields are not visible on the placement form
Likely cause: The visibility toggle for the custom fields is turned off.
What to check: In Admin settings → Data Customization → Placement Fields, verify that the toggle for each custom field is enabled.
Resolution: Turn on the visibility toggle for any field you want to appear on the placement form.
❓FAQs
Q1. What is the Entity Type field for?
Q1. What is the Entity Type field for?
It lets you tag different entities (like users, companies, or jobs) on a placement.
For example, you can create an Entity field of User type, to tag the recruiter who has placed a specific candidate.
Q2. What is a placement in Recruit CRM?
Q2. What is a placement in Recruit CRM?
A placement is a record that tracks a candidate who has been placed in a specific job under a specific company, linking candidate, company, contact, job, and other related details.
Q3. Who can view and create placements?
Q3. Who can view and create placements?
By default, only the account owner and admins can view and create placements. On the Business plan, users with custom roles can be granted permissions to view, create, edit, and delete placements.
Q4. Can I customize the fields shown on placement records?
Q4. Can I customize the fields shown on placement records?
Yes. You can create and manage custom placement fields from Admin settings → Data Customization → Placement Fields, and use the visibility toggle to control which fields appear on the placement form.
Conclusion:
You can now create, view, filter, group, and manage placements confidently in Recruit CRM, ensuring accurate tracking of placed candidates and preventing duplicates. If you need further help with placements or permissions, contact Recruit CRM support.