One connected platform

Salescontract recruitment software

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

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

  1. Source & match
  2. Rate & status
  3. Checks
  4. Timesheets
  5. Self-bill & pay
  6. Margin

How the desk runs

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

  • Find who is coming free

    Salespeople move on a visible cycle, so your own record often knows who is looking before they advertise it. 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 business development executives, account managers and sales support. What the client is judging is whether the billing history stands up to a reference, 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 permanent placements, with fee agreements held on the placement, produced from approved hours, with self-bill documents drawn from the same figures and the client invoiced in the same run.

  • Margin against forecast

    Dashman shows placement fees, pipeline by client and where offers stall.

Checks and clearances

On the record before anyone is placed

The checks that gate a placement sit on the candidate record with expiry alerts, and are confirmed before anyone is committed to a client.

How documents and expiry work
  • Right-to-work documents with expiry alerts
  • References confirmed on the worker record
  • Driving licence category where the role requires it
  • Qualifications held on the candidate record

What the agents add

AI agents working on the sales desk in the background.

  • Sourcing Sam

    Matches candidates to open contracts and flags the ones coming to an end.

  • Compliance Clara

    Flags right-to-work documents coming up for expiry.

  • Timesheet Tommy

    Reads submitted timesheets and preps PAYE for permanent placements, with fee agreements held on the placement for review.

  • Growth Grace

    Surfaces new client leads worth a call.

  • Manager Max

    Briefs the desk each morning on placement fees.

Questions

Contract Sales 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 permanent placements, with fee agreements held on the placement 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 sales placement need?

The checks that gate a placement sit on the candidate record with expiry alerts, and are confirmed before anyone is committed to a client. The desk holds right-to-work documents with expiry alerts, references confirmed on the worker record, driving licence category where the role requires it, qualifications held on the candidate record.

Compliance
Business Development
Sourcing
Daily Briefings
Timesheets

See a week of your own sales desk run in one system

Half an hour on your own kind of work.