Track Revenue for a Retained Job
Retained engagements pay out in installments — not all at once when a candidate is placed. Recruiterflow's tranche system lets you tie each payment to a specific trigger (when a job opens, when a candidate hits a certain stage, or a fixed date), then records revenue automatically when that trigger fires.
Set Up Tranches
Step 1: Open the Billing Tab and Select Retained
Go to the job, click the Billing tab, and select Retained from the Engagement Type dropdown. Then click +ADD TRANCHE.
Step 2: Choose a Tranche Type
Each tranche fires on a specific event. Choose from four types:
The job is opened — fires immediately when the job is opened. Limited to one per job.
Candidate Moves to Stage — fires when a candidate reaches a specific pipeline stage you select.
Day(s) After Candidate Moves to Hired — fires a set number of days after a candidate is marked Hired. Limited to one per job.
Day(s) After Candidate Start Date — fires a set number of days after the candidate's start date.
You can stack multiple tranches of any type except Job is Opened and Day(s) After Candidate Moves to Hired, which are limited to one each.
Step 3: Choose a Revenue Type and Set Attribution
For each tranche, select a Revenue Type from the dropdown and enter the amount:
Fixed Amount — enter a specific dollar value. Recruiterflow records that exact amount when the tranche trigger fires.
% of Final Salary — enter a percentage. Recruiterflow calculates the dollar amount automatically once the placed candidate's salary is recorded on the placement record.
Then assign revenue to one or more roles:
Job Recruiter (default)
Job Account Manager
Custom User
Split attribution percentages however you like — just make sure the total across all users on a single tranche doesn't exceed 100%. Click Save, then add the next tranche with +Add Tranche.
How Revenue Gets Recorded
Recruiterflow monitors each tranche trigger automatically. When conditions are met — the job opens, a candidate hits the right stage, a date arrives — the associated revenue is logged without any manual action needed.
In the Billing tab, you'll see two figures:
Total Revenue — revenue already triggered and recorded
Total Forecasted Revenue — the combined total across all tranches if every trigger fires
Placing Candidates
When a candidate moves to the Hired stage, a placement record opens automatically. Add the candidate's salary, any bonus, job start date, and billing contacts from there. Saving the record updates your revenue totals.
If any tranches are set to % of Final Salary, Recruiterflow uses the salary entered here to calculate and record those amounts.
Things to Know
Job is Opened and Day(s) After Candidate Moves to Hired tranches can only be added once per job.
Attribution percentages across all users on a single tranche must total 100% or less.
Revenue records appear in the job's Billing tab and are also reflected in revenue reports.
For tranches set to % of Final Salary, the dollar amount is calculated when the candidate's salary is saved on the placement record.