Tracking · what an agency or client sees in the ATS
See every requisition the way your client will ask about it.
A needs-attention queue, seven pipeline stages, delivered shortlist links, recruiter hours against each engagement, invoices beside outcomes, and the messages in between — one dashboard for the agency and the client.
The dashboard
Start the day on what needs you, not on a list of everything.
The layout below is a schematic of the workspace with example items, not a customer's data.
Needs attention
- Shortlist sent, no client feedback yetshortlist
- Interview scheduled without a confirmed slotinterview
- Offer stage — start date not recordedoffer
- Recruiter timesheet submitted, not approvedengagement
- Invoice due this weekbilling
- New applicants with consent on an open jobpipeline
Pipeline stages · one job
Engagement · marketplace recruiter
- Hours logged this week against the brieftimesheet
- Submissions and interviews credited to the recruiteroutcomes
- Invoice for the period, on the agreed payment modelspend
- Messages with the recruiter and the client, on the jobmessages
What you track
Six things, always in the same place.
Needs attention
Anything waiting on a person — feedback owed, an unconfirmed slot, an unapproved timesheet, a due invoice — surfaces here first.
Pipeline by stage
Sourced → screened → engaged → interviewing → submitted → offer → placed, per job, with drag-and-drop and comments.
Shortlist links
Every shortlist you send is a link. You see when it was opened and what the client said, stage by stage.
Recruiter hours
Timesheets from marketplace recruiters against the engagement they were briefed on, awaiting your approval.
Invoices and spend vs outcome
What each engagement cost, on which payment model, beside what it produced — submissions, interviews, placements.
Messages on the job
Recruiter, client and agency threads attached to the requisition, not lost in inboxes.
What the client sees
Your client gets the same truth, scoped to their jobs.
The pipeline for the roles they own, with the same stage names you use, so a status call needs no translation.
Candidates to review in place, with feedback that lands back on the stage instead of in a reply-all.
Invoices and the outcomes behind them, on the payment model that was agreed in writing.
How it works
Nothing to set up. Tracking is a by-product of doing the work in the ATS.
Move candidates between stages; the dashboard counts and the queue update as you do.
The client's opens and feedback are recorded against the candidates.
Marketplace recruiters log hours against the engagement; you approve, and the invoice follows the agreed model.
Per engagement and per job: what it cost and what it produced, on one screen.
FAQ
What agencies ask about visibility.
Can my client see the whole pipeline?
What are the pipeline stages?
Do I see hours from marketplace recruiters?
Where do invoices live?
Bring one live requisition. We will show you its dashboard.
A short session with your own job: stages, a shortlist link your client would receive, and how an engagement is tracked from brief to invoice.