IMPORTANT

* If the 2nd Installment is the Final Installment, please do not record it as a 2nd Installment. Record it as a Final Installment. 

*Please be sure to add the Retainer Candidate Placeholder. Please visit Creating a Placeholder Candidate for Retained Placements for further instruction.


  1. Populate the Placement Details (Placement Edit Screen) & Save

    1. While adding a Placement for the Final Retainer, please complete the following mandatory fields in these sections

      1. Basic Information: 

        1. Retainer #

          1.  Final

        2. Retainer Search Type

          1. What type of Retained search is this one that you are booking?

        3. LOB

          1. Line of Business

        4. Branch Name

          1. Name of the Branch location you are assigned to

        5.  Work Structure

          1. Will the role be Onsite, Hybrid, Remote? 

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              2.  Installment/Retainer Details

    1.  While adding a Placement for the Final Retainer, please complete the following mandatory fields in this section:

    2. Installment/Retainer Details:

      1. Commission Fee Amount

        1. Enter the Commission Fee Amount for the Final Retainer

      2.  Commission Fee Amount Part Deux (Same As Above)

        1. Enter the Commission Fee Amount for the Final Retainer again

      3. Commission 100%

        1. Enter 100% in this field as this is the % of Commission for this Installment

      4. Under/Over Allocation of Commission

        1. If you had held back $5,000 (for example) from Commission for in the 2nd Retainer installment then you would enter -$5,000 in this field when entering the Final Retainer.

      5. Retainer Billed Amount

        1. The Total Fee Amount billed to the Customer for the Final Retainer

      6. Retainer Invoice Date

        1. The Date that you want Accounting to invoice the Final Retainer


  1.  Final Installment Details

    1.  While adding a Placement for a Final Retainer, please complete the following fields in this section:

      1. Installment/Retainer Details:

        1. Placement Start Date

          1.  Enter the Actual Date the Candidate is beginning the Role

        2. Placement Salary

          1. Enter the final salary the Candidate has accepted for the Role

        3. Candidate Sourced By (If Applicable)

        4. Total Retainer Fee

          1. The Total Retainer Fee Collected for this Role

        5. Total Retainer Fee %

          1. The Total Retainer Fee % for this Role

        6. Bonus %, Equity Type, Equity Amount, Equity Value

          1.  If Known

After you have completed all of the needed fields for Final Retainer please click Save.