Everything you need for your first day: a short walkthrough of how a lead moves from sourced to submitted, then the playbook you can follow on live candidates.
Watch: how a lead moves
Six steps, about a minute. Pause any time.
My leads
12
Submitted
3
Placements
1
Rate
30%
1. Sign in and land on your desk
Open your recruiter link, sign in, and you arrive on My recruiter desk. Six tabs sit across the top: Pipeline, Add lead, Agency pool, My jobs, Submissions, Commission.
The playbook
1. Open your desk
Sign in, then go to Recruiter workspace. The header shows your name, your commission rate and four counters: my leads, submitted to clients, placements, rate.
Nothing to install. Everything you work lives on this one page.
2. Read your jobs first
Open My jobs and expand each requisition. The brief tells you the difficulty, the exact candidate profile to go after, where to search, the backgrounds that convert, who not to waste time on, and the deal-breaker.
The knockout gates under the brief are hard requirements. If a candidate fails one, they are not submittable — confirm it on the call before you close them, but do not push them forward.
3. Pick up work
Pipeline holds the leads already on your desk. Agency pool shows sourced candidates nobody has picked up yet — open one and it becomes yours.
To bring someone in yourself, use Add lead: candidate name, the requisition, and any notes you already have.
4. Screen the call
Open the lead, then the Phone screen tab. It gives you the role’s script question by question, with the answer you are listening for.
Score each area as you go. The total is out of 100: 90+ is a strong submit, 80–89 is a submit with notes, 70–79 needs a second conversation, under 70 do not submit.
5. Verify, don’t assume
The Verification tab lists the mandatory requirements pulled from the job description. Mark a requirement verified only with what you actually saw or heard — a document you reviewed, or the candidate confirming it on the call.
A line in a public profile is a claim, not verification. Record the method and a one-line evidence note for every tick.
6. Right to Represent
Every candidate you screen gets the RTR email. Warn them it is coming, confirm they have it, and make sure it is signed before anything goes to the client.
They must not be submitted to the client directly. That signature is what protects the fee.
7. Submit
Submission only unlocks when the mandatory requirements are verified, consent is recorded, and a resume is attached or the waiver reason is filled in.
If a step is missing the red banner names exactly what is blocking you. Fix that, submit, then track the client’s feedback from the Submissions tab.
8. Track your commission
Commission reads from your own placements at your agreed rate. It updates as submissions move to interview, offer and hired.
Check it after every hire — if a placement is missing, tell the Top T owner before the invoice goes out, not after.
Day one checklist
Anything unclear, ask the Top T owner before you promise a candidate or a client anything.
Ready to work a real lead?
Your desk holds the jobs assigned to you and the leads already sourced for them.