Generalist executive search recruitment software
Map the generalist market, run the assignment, evidence the process.
Retained assignments on one record — mapping, confidential approaches, milestones and the client report.
- Mapping
- Approach
- Longlist
- Assessment
- Checks
- Offer & fee
- Also for generalist:
- Temp
- Permanent
- Contract
- Shift
- Multi-Desk
- All generalist desks
One platform, from the market map to the offer.
Map the market
Build the target list on the assignment record — the clients, the managers, heads of function and directors inside them, and who has already been spoken to.
Confidential approaches
Approaches, conversations and declines are recorded against the assignment, so a discreet search still leaves a trail the team can work from.
Longlist to shortlist
A generalist desk lives on its own database, so plain-English search across everyone you have ever placed is the first move. Move candidates through the assignment stages with the reasoning attached, and send a formatted shortlist from the record.
Assessment and interviews
Interview stages, feedback and assessment notes sit on the candidate within the assignment. At this level the client is judging whether the person fits the team as well as the job description, and the evidence for it belongs on the record.
Retained milestones
Retainer stages are tracked against the assignment, so what has been billed and what is due sits with the work rather than beside it.
The client report
Dashman shows fill-rate, placement fees and margin across every desk, so the update is drawn from the record rather than assembled before the call.
On the record before anyone is placed
Whatever the desk is working on, the checks that gate a placement sit on the worker record with expiry alerts and are confirmed before anyone is committed.
How documents and expiry work- Right-to-work documents with expiry alerts
- References confirmed on the worker record
- Qualifications and certifications with expiry alerts
- AWR position visible at the point of booking
AI agents working on the generalist desk in the background.
Sourcing Sam
Builds the target map of candidates and keeps the assignment's longlist moving.
Compliance Clara
Flags right-to-work documents coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE, umbrella and limited arrangements from approved hours for review.
Growth Grace
Surfaces new client leads worth a call.
Manager Max
Briefs the desk each morning on fill-rate.
The AI Agents Guide for Generalist Recruitment
- Where agents help on the generalist desk, and where they should not
- Keeping right-to-work documents current without chasing
- Pay and bill: PAYE, umbrella and limited arrangements from approved hours
Executive Search Generalist recruitment software questions.
Does it support retained assignments?
Retainer milestones are tracked against the assignment alongside the stages, so what has been billed and what is still due sits with the work.
Can approaches be kept confidential?
Approaches and conversations are recorded against the assignment with the access controls you have configured, so a discreet search still leaves a usable trail.
How is market mapping handled?
The target list of clients and candidates is built on the assignment record, including who has already been approached and what they said.
What does the client see?
Assignment progress is drawn from the record stage by stage, so the update is reported rather than reconstructed before each call.
What checks do generalist placements need?
Whatever the desk is working on, the checks that gate a placement sit on the worker record with expiry alerts and are confirmed before anyone is committed. The desk holds right-to-work documents with expiry alerts, references confirmed on the worker record, qualifications and certifications with expiry alerts, AWR position visible at the point of booking.
See a week of your own generalist desk run in one system
Half an hour on your own kind of work.