Recruitment and Staffing

Hiring, executive search and contract staffing. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 2
Milestones: 5
Tasks and sub-tasks: 10
Documents to collect: 5

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Permanent hire (search)

Filling a permanent role: brief, sourcing, shortlist, interviews, offer and joining, with a replacement guarantee.

Fixed price
60 days
3 milestones
5 tasks
3 documents

Milestones and tasks

Day 14Shortlist shared
- Role brief with the hiring managerRecruiter
- Source and screen candidatesRecruiter
Day 35Offer accepted
- Schedule and coordinate interviewsRecruiter
- Reference checks and offer negotiationSenior Recruiter
Day 60Candidate joined100% of the fee
- Follow up until joiningRecruiter

Document checklist

Signed terms of businessFrom the client · day 0 · compulsory
Job descriptionFrom the client · day 2 · compulsory
Signed offer letter copyFrom the client · day 35 · compulsory

Contract staffing (monthly)

A month of deployed contract staff: timesheets, payroll and statutory compliance, and the client invoice.

Retainer
30 days
2 milestones
5 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 2Timesheets approved
- Collect approved timesheetsCoordinator
Day 20Compliance pack sent
- Run payroll for deployed staffPayroll Executive
- Pay statutory contributionsPayroll Executive
- Send the compliance pack to the clientCoordinator
Throughout the project
- Replacements and attrition follow-upRecruiter

Document checklist

Client-approved timesheetsFrom the client · day 2 · compulsory
Proof of statutory paymentsYour team · day 18 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Ten recruiters fill permanent roles for technology and retail companies, and run contract staffing for a few large clients.

A typical month

Each role moves through brief, sourcing, interviews, offer and joining. The fee is invoiced the day the candidate joins, and the guarantee end date is noted. For contract staffing, client-approved timesheets, payroll, statutory payments and the compliance pack follow a fixed monthly cycle before the invoice.

Where the work gets hard

Placement fees were invoiced weeks after joining.
Guarantee periods were forgotten.
Contract staffing compliance was assembled at the last minute.

What MSMEPulse gives you

Fees are invoiced on the joining date.
Guarantee periods are tracked.
Contract staffing compliance is routine, not a scramble.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

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