Candidate database & search
Rec-OS is being built to support Boolean and keyword CV search, with filters for skills, credentials, grade or seniority, and location with radius. Search is planned to work across the database or against a specific open role, including an in-date credentials filter.
Roles & candidate pipelines
Each role is planned to hold client, contact, location, dates, shift pattern, headcount and required credentials. Candidate progress, notes and status are intended to stay attached to that role, with a map view for candidate locations around a site.
Client & candidate portals
The product blueprint includes a permissioned shortlist portal for clients to review candidates, plus a candidate self-service portal for records, documents, availability and applications. Candidate details and timesheets are planned to share one login.
Onboarding
Rec-OS is planned to support role-based invitation links, a visible onboarding funnel and joining-form submissions that flow into a candidate's record. Automatic follow-up is part of the blueprint.
Placements, rates & margin
Each placement is planned to track the candidate, client, role, site, dates, pay rate and bill rate, with margin calculated in pounds and percent. Effective-dated rate history is designed to preserve the rates used for earlier weeks, alongside placement status and engagement-length tracking.
Timesheets & reporting
The planned workflow connects digital timesheet entry, consultant authorisation and client sign-off. Approved hours are intended to drive pay and charge reports, margin views and payroll exports, with integration points for standard accounting and payroll systems.
Compliance & credentials
A core part of the blueprint is built-in credential tracking: define what a role requires, monitor expiries across active placements and surface current, expiring, expired or missing status so teams can act before a credential lapses.
Dashboards & business development
Planned dashboards bring together consultant activity, open positions, candidates in play, compliance alerts and operations trends. Lead and prospect tracking is a possible closer integration with the core workflow, rather than a confirmed merged capability.