One connected platform

Bankingcontract recruitment software

Place the candidate, settle the status, run the self-bill.

Rate, status and extension on one record — with contractor pay and the bank invoice from the same approved hours.

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Source & match
Rate & status
Screening
Timesheets
Self-bill & pay
Margin

How the desk runs

One platform, from the rate to the self-bill.

Find who is coming free
Regulated hires turn on screening as much as fit, so the candidates who already cleared are the fastest to place again. The record tells you who is finishing and when, before the vacancy is even open.
Rate, margin and status
The charge rate, the pay rate and the margin sit on the placement, with the contract status and IR35 position recorded alongside them.
Brief that matches the work
Contracts here run on credit analysts, relationship managers and operations staff. What the bank is judging is whether the screening pack will survive their audit, so that is what the submission has to evidence.
Extensions on the same line
An extension runs against the existing placement rather than a new one, so the rate history, the end dates and the whole assignment stay together.
Self-bill and contractor pay
PAYE for fixed-term cover, with umbrella and limited for day-rate contractors, produced from approved hours, with self-bill documents drawn from the same figures and the bank invoiced in the same run.
Margin against forecast
Dashman shows time to screen, placement fees and where assignments stall.

Checks and clearances

Screened before the placement is confirmed

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered.

How documents and expiry work

Regulatory reference requests tracked to completion
Criminal record and credit screening where the role requires it
Right-to-work documents with expiry alerts
Professional qualifications on the candidate record

What the agents add

AI agents working on the banking desk in the background.

Sourcing Sam
Matches candidates to open contracts and flags the ones coming to an end.
Compliance Clara
Flags regulatory reference requests tracked to completion coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.
Growth Grace
Surfaces new bank leads worth a call.
Manager Max
Briefs the desk each morning on time to screen.

Meet the agents Get the banking guide

Questions

Contract Banking recruitment software questions.

How is IR35 and contract status handled?

The contract status and IR35 position sit on the placement alongside the rate and the margin, so the position is evidenced on the record when it is asked about. PAYE for fixed-term cover, with umbrella and limited for day-rate contractors all run from the same placement.

Does it handle umbrella and limited contractors?

Both run from the hours approved on the timesheet, with self-bill documents produced from the same approved figures.

How are extensions tracked?

An extension runs against the existing placement rather than a new record, so the rate history, the end dates and the whole assignment stay in one line.

Can we see margin by placement?

Dashman shows contract margin against forecast by placement, consultant and client, without a spreadsheet in the middle.

What checks does a banking placement need?

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered. The desk holds regulatory reference requests tracked to completion, criminal record and credit screening where the role requires it, right-to-work documents with expiry alerts, professional qualifications on the candidate record.