Search agreements, intake forms, pipeline reports, and the paperwork of professional recruiting.
A candidate's informed consent for a recruiting firm to store and process their personal data for recruitment purposes: what is collected, why, who sees it, how long it is kept, and how to withdraw.
A pre-submission verification checklist for recruiters: skills evidence, logistics, compensation alignment, motivation, and references — so every candidate you present survives client scrutiny.
Per-submission terms between a recruiter and a client for one named candidate: the ownership window, what triggers the fee, and confidentiality of the candidate's identity. Use it when there is no umbrella agreement in place.
A success-fee search agreement between a recruiting firm and a client covering the fee percentage, candidate ownership window, guarantee period, and replacement terms. Sign it before the first candidate is submitted.
A structured client intake form for opening a search: role context, must-haves versus nice-to-haves, compensation band, interview process, and who actually decides. Run it live with the hiring manager.
How a recruiter manages offer negotiation between client and candidate without losing either: pre-closing, presenting the offer, handling counters, and defusing the counteroffer at the current employer.
Standard replacement and refund guarantee language recruiters can attach to their agreements, with model clauses, a pro-rated refund schedule, and the exclusions that keep the guarantee fair.
Definitions and formulas for the metrics recruiters and clients share: time-to-fill, pass-through rates, offer-accept rate, quality of hire, and the funnel math that connects them.
A weekly client-facing pipeline report: stage counts with week-over-week movement, candidate highlights, risks that need the client's action, and next steps. Send it the same day each week.
A placement invoice structure for recruiters: candidate and start date, the fee calculation shown line by line, payment terms, and the references that get it approved without a follow-up call.
An umbrella agreement for an ongoing recruiter-client relationship: shared legal terms signed once, with each search opened under a short written schedule that sets its own scope and fees.
A retained executive search agreement with staged fee installments, an exclusivity commitment, shortlist delivery targets, and a replacement guarantee. Use it when a client commits to one firm for a critical hire.
A candidate's written authorization for a recruiter to submit them to a named client for a specific role, with an exclusivity window and mutual commitments. Use it before any submission so attribution is never contested.
A per-search channel plan for recruiters: define the talent pools, pick and sequence the channels, structure the outreach cadence, and track response so you know what is working by week two.
An agreement between two recruiters splitting a placement fee: who owns the job order, who owns the candidate, how the fee divides, and how payment flows after the client pays. Use it before sharing any candidate or job details.
An agreement for a staffing firm to supply temporary workers to a client: bill rates and markup, timesheets, conversion fees, and who carries employer responsibilities. Use it before the first assignment starts.