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Best Practice: Placement Forms
Best Practice: Placement Forms

Learn the best practices for utilizing placement forms in Crelate

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

If you've seen our article discussing the intent of What is a Placement in Crelate, you're likely on to the next steps to consider some best practices and then go ahead to execute on your own placement form.

When considering Creating a Placement Form you'll want to consider which types of roles you'll be hiring for and placing and ensure you have different forms for each. Why see fields such as Margin, Bill Rate and Hourly Salary when you really need the Full Time Salary, Fee % instead? Additionally, you'll absolutely want to create custom fields and add unique value calculators to those fields.

The article will set out to explain:

  • How do my Placement forms align with my Opportunities?

  • How can I create custom fields and calculations to equate to my values?

  • What area few examples of Placement Forms?

Placement Forms and your Opportunities

Placement forms align with your opportunities (What is an Opportunity?). Meaning, when you place a candidate, the Placement form that will display will be that which you've set to the opportunity type. The recommended practice here is that if you do have different types of positions you hire for (Contract, Hourly, Perm) you may have a form for each opportunity. The end result will help display the right information when placing a candidate for that role (ie. I see my Full Time form when I place a candidate for my Full Time opportunity type).

Value Calculations and Custom Fields

The Placement form below is a great example of one that has a great blend of custom fields and value calculations (Full Value Calculation Explanation). Let's take a peak under the hood to see what's going on!

First, several custom fields such as: Contract Type, Length of Assignment, Guarantee Period and Contract Value were created. With your custom fields, you can create powerful data to come back to including Custom Picklists, Date Fields (to indicate start or end date), or a Monetary field to keep track of value. Navigate to Settings | Placements to begin the process of creating a field and using that on your form.

Additionally, our Contract Value field (lower right hand corner) contains a calculation of Margin * Total Hours. In the example above, that is ($12.35 * $865 = $10,638).

Additionally, our Margin (just above Contract Value) contains a calculation as well: Bill Rate - (Pay Rate * 1.15) --- $121.60 - ($95 * 1.15) = $12.35

Value Calculations can certainly be your friend to help with some quick math and avoid any pitfalls where your team may not recall a specific formula. As an account administrator, this is something that will then reflect to the entire team (Check out our full Value Calculations Guide Here)

Placement Form Examples

For those looking for a spark of genius, check out a few examples below to help get off on the right foot!

Permanent Placement Example:

Contract Placement Example:

What's Next?

With some best practices mastered, let's go ahead to create a few placements forms!

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