🤖 This article was translated by AI.
This article aims to guide you on how to position a candidate or a resource on an opportunity, as well as how to perform advanced qualification of the positioning.
Important: What matching is available based on your offer?
This article presents matching without AI, intended for offers that do not include AI-assisted matching.
If you have an Advanced, Enterprise, or Business offer, please refer to our dedicated article on profile suggestions with AI.
Create a Positioning
Opportunities > Opportunity card > Positionings tab
You can choose between 3 search modes available for your positionings and your deliveries:
Position a candidate or resource directly if you already know their name
Benefit from BoondSuggest filtering
Use the classic search
By clicking on "Create a positioning" a workflow appears and offers you 3 types of searches detailed below:
Directly Position One or More Profiles
When you click the "+" button for positionings, you can choose to select a candidate or a resource directly by typing their name if you know it!
You can choose to notify the opportunity manager, and/or the candidate or resource manager before clicking position.
Using BoondSuggest
BoondSuggest is here to help you save valuable time filtering your consultants and here’s how to use it to get the most out of it!
Qualify your opportunity so that BoondSuggest can retrieve the elements.
Click on "position" to start the process.
Choose "Profile suggestion": it already tells you the number of candidates and resources found!
Edit key words and filters as needed. The filters bar uses your default BoondSuggest configuration but you can save new criteria to apply only to this opportunity.
Easily navigate between Candidates and Resources.
Select the consultants you want and click the "position" button in the workflow to return to the opportunity and work on your commercial projection!
Need help configuring your search criteria?
Here’s our article fully dedicated to BoondSuggest to help you!
Our Classic Search System
You can also choose to use our classic search by clicking here:
In this case, you will need to start from scratch with the key words and filters applied to the search.
Note
You have the option to notify the candidate/resource manager and the opportunity manager that a positioning has been made.
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Qualify a Positioning
To perform advanced qualification of a candidate or resource positioning.
Opportunities > Opportunity card > Positionings tab > click on the positioning line
Enter the project's estimated dates. You will see the number of working days for the period appear to the right of the project dates
Enter the daily sale rate
Enter the number of days you plan to sell
If you have positioned a resource, the tool should by default suggest their ADC (Average Daily Cost) to calculate the intervention cost for the period: (Nb Billed Days + Nb Free Days)*ADC. If no ADC appears by default, it means your resource does not have an HR contract (see the "Administrative" tab of the resource card). If you have positioned a candidate, you must manually define their ADC (Average Daily Cost) to calculate the intervention cost for the period: (Nb Billed Days + Nb Free Days)*ADC.
By qualifying the positioning, you will be able to view the "Financial overview" of the opportunity.
Here is additional help explaining how it works.
Understand the Financial Overview of an Opportunity
Opportunities > Opportunity card > Positionings tab
Net Revenue (excl. VAT) = Daily sale rate (excl. VAT) of the resource x Number of billed days
Costs (excl. VAT) = Average Daily Cost (ADC) of the resource x Number of billed days
Margin (excl. VAT) = Net Revenue (excl. VAT) – Costs (excl. VAT)
Profitability = Margin (excl. VAT) / Net Revenue (excl. VAT) x 100
IMPORTANT!
You can choose to correlate/uncorrelate the positionings on the opportunity. This option allows you to indicate which positionings to include or not in the financial overview.
The checkbox below the financial overview of the opportunity card allows you to replace the projected revenue of the qualified opportunity on the "Information" tab with the total revenue of the correlated positionings.
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View and Track Your Positionings
View Your Positionings
Positionings Module
Filter on:
- your active Opportunities
(i.e., all except won, lost, postponed opportunities)
- The desired perimeterChoose the Kanban display mode
Save your search to animate your meetings with this view
Keep Your Positionings Alive
Easily Send the Selected Skills Files
Thanks to the Emailing app, you can send the selected candidates/resources for the assignment directly from the Positionings tab of your Opportunity.
Simply:
Check the selected person(s)
Click the Emailing envelope
Choose the email template (or create it if it doesn’t exist) and complete the important information before sending
Choose the resume to send from the proposed list
(for this, resumes must be entered in the Information tab of your collaborator under "Attachments")Change the status to "Resume sent" (or equivalent in your interface) after sending
Create Your Client Interview Reports
You can then create your client interview reports directly using the button at the end of the relevant positioning line.
The action will be duplicated in the action tab of the relevant candidate or resource card, the CRM contact card, and the Opportunity card.
To save time, you can also use action templates!