Welcome to Your Recruitment Agency OS

Congratulations on getting the Recruitment Agency OS. This guide will walk you through everything you need to know to get up and running in under 30 minutes.

This system is built around one core principle: every candidate, every job, and every client should be connected to your bottom line.

How the System Works

The Recruitment Agency OS follows the natural workflow of a recruitment agency:

Client → Job Order → Candidate → Application → Placement → Invoice

Every database in this system connects to this chain. When you understand this flow, everything else makes sense.

Step 1 — Set Up Your Business

Start with Client Companies:

1. Open the Client Companies database
2. Add your existing clients
3. Fill in the Fee % field with your standard commission rate (e.g. 20)
4. Select the Fee Type (Contingency or Retained)
5. Upload any signed contracts to the Contract field

Then add Contacts:

1. Open the Contacts database
2. Add the hiring managers at each client company
3. Link each contact to their company using the Client Company relation