Skip to main content

How to Set Up Revenue Tracking for an RPO Job

Configure bill rates, search dates, and revenue attribution on an RPO job so Recruiterflow tracks earnings automatically per candidate placed.

Written by Umme Saira

RPO (Recruitment Process Outsourcing) jobs bill clients at a recurring rate rather than a one-time placement fee. This article covers how to configure billing on a job and how Recruiterflow records revenue when candidates are hired.

How It Works

When you set the engagement type to RPO, you define a Bill Rate and a time unit (hourly, daily, weekly, or monthly). When a candidate is placed, Recruiterflow auto-fills their placement record from those billing details — so revenue is tracked per hire without manual entry.

Setting Up Revenue Tracking

Step 1: Open the Billing tab and select RPO

Go to the job, click the Billing tab, and select RPO from the Engagement Type dropdown. Then click + ADD DETAILS on the right.

Step 2: Set search dates and bill rate

Enter the Search Start Date and Search End Date. For each, you can either tie it to the job open/close date or enter a custom date.

Turn the Track Revenue toggle to Yes, then enter the Bill Rate. The currency defaults to your workspace currency. Choose a time unit — hour, day, week, or month — to match your contract.

Step 3: Set hours, days, and weeks per period

The table pre-fills with standard defaults for hours per day, days per week, and days per month. Update any values that differ from your contract. If you selected a weekly time unit, a Weeks per Month field will also appear. Add any non-working days or holidays before proceeding.

Step 4: Assign revenue attribution and save

RPO jobs default to Job Recruiter at 100%. You can change the percentage, or split attribution across multiple roles:

  • Job Recruiter

  • Job Account Manager

  • Custom User

Click Save in the top-right corner when done.

Placing Candidates and Recording Revenue

When you move a candidate to the Hired stage, a placement record opens automatically. The billing details from the job pre-fill the record, but you can override values per candidate — start date, salary, bonus, billing contact, and attribution percentages. Each candidate gets their own record, so different terms can be tracked independently.

Viewing Revenue on the Job

Go back to the job's Billing tab at any time to see a full summary: all candidates hired, total revenue realized to date, attribution by team member, and individual placement details.

Things to Know

  • Total Revenue reflects earnings realized to date, not a projected total for the engagement.

  • Attribution percentages across all roles must add up to 100% — Recruiterflow will warn you if they don't.

  • Changing the time unit (hour → day → week → month) updates which fields appear in the billing table, including whether Weeks per Month is visible.

  • Billing details set on the job are defaults only — you can override any field on individual placement records without affecting other candidates.

Related Articles

Did this answer your question?