Industry pack: Staffing and Recruitment

Staffing and Recruitment adds what a staffing and recruitment organisation needs on top of HCM Core: client order, placement, contractor compliance, timesheet week. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

1. Who uses it

Role	What they do
Branch / account manager	Reads fill rate and margin by client.
Recruiter	Works open orders and sees time to fill.
Compliance / payroll lead	Tracks contractor right-to-work and documents.

2. Before you start

• Installed plugin: hcm-industry-staffing-recruitment (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
• Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
• Trial data: in a trial tenant, generate the Staffing and Recruitment industry pack in Demo Data: 10 client order, 10 placement, 10 contractor compliance, 12 timesheet week.

3. Set up

1. Open Staffing > Client Orders and add each job order (client, role, positions, bill and pay rates).
2. Record Placements when a worker is placed, with start date and weekly hours.
3. Track Contractor Compliance (right to work, ID, certifications) with expiry.
4. Record Timesheet Weeks to follow billed hours and margin.

4. Daily use

4.1 Client order

A client's request for workers: role, positions, rates and how many were filled. Open Client order in the sidebar under Industry Pack, Staffing and Recruitment. Choose Add client order to add a record, click a row to change or delete it. The fields are: order, client, role, positions, filled, status, received on, bill rate per hour, pay rate per hour.

4.2 Placement

A worker placed on an order, with start date and the days it took. Open Placement in the sidebar under Industry Pack, Staffing and Recruitment. Choose Add placement to add a record, click a row to change or delete it. The fields are: worker, client, type, start date, days to fill, weekly hours.

4.3 Contractor compliance

Documents a contractor must hold (right to work, ID, certifications), with expiry. Open Contractor compliance in the sidebar under Industry Pack, Staffing and Recruitment. Choose Add contractor compliance to add a record, click a row to change or delete it. The fields are: worker, document, status, expires on.

4.4 Timesheet week

Hours a worker billed to a client in a week, with bill and pay amounts, so margin can be read. Open Timesheet week in the sidebar under Industry Pack, Staffing and Recruitment. Choose Add timesheet week to add a record, click a row to change or delete it. The fields are: worker, client, week starting, hours, billed, paid to worker.

5. Charts, reports and exports

Figure	What it counts
Positions filled %
Open orders
Average days to fill
Gross margin %
Compliance gaps
Orders by status	Open, filled, cancelled
Gross margin by client	Percent of billed amount left after pay
Days to fill by client	Average days from order to start
Compliance status	Valid, expiring, expired, missing

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

7. Rules and limits

• Margin is billed minus paid to worker; employer on-costs (taxes, insurance, fees) are not subtracted, so it is a gross figure.
• Time to fill is the number you enter per placement, not measured from the order date.
• The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting

Symptom	Cause and fix
A chart says "Nothing to show yet"	No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbidden	Your login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebar	The plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-staffing-recruitment.

9. Related guides

• HCM Core
• Employee Information