Staffing and Recruiting Firms

A Turnkey Solution for
Staffing and Recruiting Firms.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a staffing or recruiting firm runs every day, from a new job order to the timesheet that gets billed.

The setup is free for companies with ten or more users in their ProcessPlan account. Smaller companies qualify too when they are part of a larger network or peer group. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Staffing Firm.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Clients and Job Orders

  • Client onboarding and credit checks
  • Job order intake
  • Job orders from client vendor portals

Candidates

  • Candidate sourcing
  • Candidate screening
  • Interview scheduling
  • Submittals to clients
  • Offers and placements

Onboarding and Compliance

  • Background checks
  • Onboarding paperwork
  • Compliance document expirations

Assignments and Billing

  • Timesheet approval
  • Payroll and billing
  • Assignment extensions and ends
  • Redeployment

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the staffing and recruiting jobs and the background screening jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your applicant tracking system, vendor portals and payroll tools, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.