About this template
Managing permanent job placements requires meticulous tracking of candidate credentials, client expectations, and fee structures. This Permanent Placement Form template is designed for recruitment and staffing agencies to standardize the intake process when locking in full-time hires. Whether you are working on a retained search or a contingency placement, this form captures critical details in an organized, easily accessible format.
The template collects essential data points including placement type, consultant assignments, comprehensive candidate backgrounds, and direct client contact details. By centralizing this information, recruitment teams can eliminate back-and-forth emails, ensure alignment between clients and candidates, and track every placement from agreement to official start date.
Doc2Form allows you to instantly convert your recruitment paperwork into a fully customizable Google Form. Speed up your agency's workflow, maintain flawless records, and provide a professional onboarding experience for both hiring managers and placed candidates without manual data entry hassles.
Key features
- Capture complete candidate and client contact info in one submission
- Specify placement types, retainers, and fee structures instantly
- Assign internal consultants to track accountability
- Standardize documentation across your entire recruitment team
- Review all placement submissions directly in Google Sheets
Use cases
Staffing agencies finalizing executive search placements
Corporate HR teams logging new permanent department hires
Recruitment consultants tracking retained search agreements
Third-party agencies coordinating candidate handoffs with client cont…
Third-party agencies coordinating candidate handoffs with client contacts
What this form collects
- Client Company Name (Short answer)Enter the official name of the hiring organization.
- Client Contact Person (Short answer)Name of the primary hiring manager or HR contact at the client company.
- Client Contact Email (Short answer)Primary email address for placement correspondence and approvals.
- Assigned Recruitment Consultant (Short answer)Enter the name of the internal agency consultant managing this placement.
- Placement Type (Multiple choice)Select the engagement model for this hire.
- Candidate Full Name (Short answer)Enter the first and last name of the placed candidate.
- Position Title (Short answer)The official job title the candidate has accepted.
- Agreed Start Date (Date)Select the candidate's official first day of employment.
- Annual Salary / Compensation Package (Short answer)Enter the agreed starting base salary or total compensation details.
- Placement Fee & Terms (Paragraph)Specify the agency fee percentage or flat rate, along with payment terms.
- Candidate Resume or Offer Letter (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Additional Placement Notes (Paragraph)Include any special guarantees, onboarding requirements, or other remarks.
FAQ
How can I customize this form for my recruitment agency?
Once you bring this template into Google Forms, you can add your agency logo, adjust brand colors, and add custom questions tailored to your specific industries or niche markets.
Where are the submitted placement details saved?
All responses are automatically routed to a Google Sheet linked directly to your form, making it easy to sort placements by client, consultant, or date.
Can I share this form with external clients?
Yes! You can easily share the form link via email or embed it on your agency website to collect placement confirmations directly from client hiring managers.
Is this template suitable for both retained and contingency recruiting?
Yes, the form includes dedicated fields to differentiate between placement types, retainers, and shortlists so you can adapt it to any fee structure.
How do I get started with this template?
Simply use Doc2Form to instantly generate this ready-to-use form in your Google Drive account, where you can start accepting submissions immediately.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.