Submittals that meet the client’s rules before they leave the desk.
Prepare each submittal in one workspace. Client-specific rules are applied before it goes out, and a person submits.
Submittal · M. Reyes → Contoso FinancialIllustrative · synthetic data
Client submittal policyRate outside policyHold
Engagement policyWithin termsPassed
Client–Talent restrictionsNonePassed
Submittal held until the rate is resolved. A person submits.
Available
Submittal workspace
Prepare what goes to the client in the submittal workspace.
Available
Client-specific rules
Submittal policy per client, engagement policy and client–Talent restrictions, applied before a submittal goes out.
Available
Interviews and client decisions
Calendar and interview detail; client decisions are recorded by the recruiting team.
Available
Offers
Offers with expiry, plus offer documents.
On the roadmap
- Client / hiring-manager portal, where clients will review submittals and decide themselves On the roadmap
See a submittal held by a client rule.
We will walk the workspace with synthetic data.