Confirm period

Add consultant

Creates a placement and its first bill rate. Custom / timesheet-period types come next.

Edit consultant details

Contact & display fields only. Rate, vendor, and billing changes are handled separately.

Expenses

Costs logged against this placement (immigration, insurance, bonus, travel…). These are recorded for future margin reporting — they do not affect invoices or the P&L yet.

Guaranteed hours

An annual hours commitment for this placement. Leave blank if there's no guarantee — only placements with a guarantee appear in the Guaranteed Hours Monitor.

Billing attribution

How a week that spans two months is billed. Changes affect only weeks processed from now on — existing invoices and rows never change.

Manager approval

Require a manager approval doc to ride out on this consultant's invoices. If required but not captured, the invoice holds.

Confirm guarantee change

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Edit consultant email

These are the email addresses timesheets route from. Changes apply to future timesheets — already-processed timesheets keep their current routing.

Change rate

Sets a new rate from an effective date. The old rate is kept for dates before it — past invoices stay at the rate that applied then.

Change vendor

First, which kind of change is this? They work very differently — pick carefully.

Deactivate placement

Stops future billing and drops this consultant off the active roster. All history is kept, and you can reactivate later.

Delete permanently

This permanently removes the placement and its rates. It only works for rows with no history (no timesheets, no invoices, no transition link). This cannot be undone.

Edit vendor

Changes apply to every placement billed through this vendor, going forward.

Billing periods

The billing calendar for this custom placement — each period is one invoice window. The engine bills against exactly these dates, so a wrong period bills the wrong span. Paste the calendar or add periods one at a time; nothing is saved until you review the preview and commit.