Clients, assignments, candidates, agreements, and the documents behind all of them.
Every change is recorded against the person who made it.
What you can see and do is set by your role, on the server.
Signed agreements keep their full history, permanently.
Sign in to the Portal
For Foreground personnel. Everything you do here is recorded against your name.
Keeps you signed in here for 30 days. Your password is never stored. Leave it off on a shared computer.
Restricted to Foreground personnel. Do not share this address.
Forgotten your password
Tell us who you are and an administrator will set you a new one. Nothing changes
until they do, so you can still sign in if you remember it.
Request Received
Your session ended
You have been signed out, so the portal cannot read anything. None of your data is affected. Sign in again to carry on.
A sign in without Remember me lasts one day. Tick it and it lasts thirty.
FG
Your name and title are what appear on the documents you prepare, so keep them as you would sign them.
Your email signature
Both are yours to write. The short one goes on a reply and a forward,
because a full block on every turn of a thread reads the way four letterheads deep reads.
Neither is the firm's letterhead, which wraps the whole message and is set in Administration.
The address you send from
Change your password
This is the built-in owner account. Its password is set in the portal build rather than here, so that this account can never be locked out. Add yourself as an ordinary admin user if you want a password you can change yourself.
The company on one page, for owners and administrators.
On Desk
Tools
Write an Email
A branded message to anybody, whether or not they are on a record. It is recorded against your own name so the firm still holds what was said.
Open →
Proposals
From the first proposal to the signed SOW, on The Flow. Generated in the house design, or a reference reserved for one written outside the portal.
Open →
Register
Every document saved with its reference, client, value and status. Reopen and continue any time.
Open →
Soon
Client Onboarding
Structured intake and KYC for new clients and engagements.
Soon
Reward Benchmarks
Compensation and salary benchmarking across roles and markets.
Soon
Document Library
Templates, playbooks and reference material in one place.
Agreement Builder
🔒Signed & locked. Terms can no longer be changed. You can still add annexes below.
Template for internal preparation only. Every document must be reviewed and approved by Foreground leadership and qualified legal counsel before it is issued or signed.
Foreground LLC Dubai, United Arab Emirates
Engagement Agreement
People & Organizational Consultancy
This Agreement (the "Agreement") is made on [date] between the parties below. Reference: –.
Foreground
Foreground LLC
Dubai, United Arab Emirates
The Client
[Legal name]
[Address]
Signed for and on behalf of Foreground LLC Name: ___________________ Title: ___________________ Date: ___________________
Signed for and on behalf of [Legal name] Name: ___________________ Title: ___________________ Date: ___________________
Foreground · Dubai · Riyadh · London · Madrid · Strictly private & confidential
Proposal Builder
Internal draft. Review commercials and scope with the engagement lead before sending to a prospect.
Foreground LLC Dubai, United Arab Emirates
Proposal
Proposal
Prepared for [client] · [date] · Ref –
Foreground · Dubai · Riyadh · London · Madrid · Strictly private & confidential
–
draft
Click a step to move it yourself. The stage decides what the document can do: a client can only sign one set to Signature, and a scope of work can only be raised under one that is Executed.
Negotiation: Commercial Terms
Comments & Amendments
Documents
Key Facts
Activity Timeline
Notes internal only, and never on the document itself
Add a note
Actions
Client Link
Signatures
Scopes of Work issued under this agreement
Contracts Register
Every signed contract, what renews, and what we hold. Saved on this device
Accounts
Administration
Everything the firm sets once and everyone then works from. Open a setting to change it; nothing here is client-editable.
Account & Users
Who can sign in, what each person can reach, and which build is live.
Customization
The fields, lists and stages each kind of record uses. Choose the record first.
Client
Sectors, account types, and the fields a client company holds.
Contact
The fields a person at a client holds.
Candidate
The fields a candidate holds.
Assignment
Service lines, the hiring process, how a reference is built, and its own fields.
Agreement & Proposal
Currencies, fee bases, payment terms, the guarantee, and the fields each one holds.
Deal
The columns on the deal board and the reasons one is lost.
Your Own People
The fields a colleague’s record holds.
Contractor or Advisor
The fields a recruiter, contractor or advisor holds.
Data
Getting records in, keeping one person to one record, and how long anything is kept.
Email
The addresses the firm sends from, and the wording it sends.
Features
Parts of the portal you switch on, price, or shape for your own firm.
What this does, and what it deliberately does not do.
It creates a client for every row on the Clients tab and an agreement for every row on the Agreements tab.
It does not invent a signature. These agreements were signed on paper and the portal has never seen them, so each one is stored as an uploaded document, exactly like an agreement you upload by hand, and each client has its account type set to Client rather than being worked out from a signature that does not exist.
A client already in the portal is matched, not duplicated, by legal entity name. Running this twice is safe.
The workbook you were sent, with the Clients and Agreements tabs filled in. The hint row and the example row are ignored.
A Currency column on the Agreements tab beats this, row by row. This is only used where there is none.
Two things worth knowing before you edit this.
A client record stores the words, not a code. So renaming a sector changes what
this list offers and does not rewrite clients already saved under the old spelling,
and the same is true of removing one: the records keep what they were given. That is
deliberate, because rewriting records from a settings screen is not something that
should happen quietly, but it means a rename is worth doing early rather than late.
Two sectors that differ only in capitals are treated as one and the second is
dropped when you save. Nothing changes until you press Save.
A currency is a three letter code.
Anything else is dropped when you save, so ZZZ9 does not quietly become ZZZ.
Removing one does not change anything already priced in it: a record keeps the code it was saved with, and the code stops being offered on new work.
This is the list every money box in the portal reads, including a candidate’s salary and the import spreadsheet.
Renaming one of these moves nothing.
Every assignment stores a key rather than the words, so you can improve the wording whenever you like and no record changes.
The key is shown beside each line and cannot be edited, which is what makes that true.
One list, four screens: an assignment, a proposal, the add-ons you offer, and the import spreadsheet. It used to be three different lists offering three different answers.
Offered, not enforced.
The client form shows these and still takes typing, because a fee basis is a default that gets quoted and firms agree odd things.
The point of the list is that the ordinary cases come out spelled the same here and in the import spreadsheet.
Two lists, because they are two situations.
A client is engaged or dormant; a prospect is awaiting signature or in negotiation. Offering a prospect “Dormant” would be offering a word that says nothing about a conversation.
Renaming moves nothing: an account stores the key shown beside each line.
Closed is on both lists deliberately, and means the same thing on both.
The four client words are the ones the import spreadsheet asks for.
A client
A prospect
The undertaking every candidate signs says they may ask for their data to be corrected or erased. A retention period is the firm deciding, once, how long it keeps somebody it never placed rather than answering that question one email at a time.
Nothing here deletes anything. There is no scheduled job and no sweep. This records the decision and shows what it would mean, so the number can go to your adviser with the period rather than after it.
months after the last activity. 0 means no period has been agreed, which is not the same as keeping for ever.
A contact is held inside a client today. So the person you have known for six years disappears the day they move, and the same human on a candidate record and on a client’s contact list is two unrelated rows that never meet.
This gives each of them a record of their own, with the client named on it as their employer. They then have what every other person in this portal has: a profile, their own correspondence, documents, notes and a history, and the timeline that answers what the story is with them before you ring.
Nothing is deleted and nothing is rewritten. The contact list on a client keeps working exactly as it does now, and simply reads from the records once they exist. Running it twice creates nothing the second time, so a double press costs nothing.
A row with no name and no email is left alone: that is a line somebody started and abandoned, and promoting it would put a blank profile in your records for good.
This empties the portal of the firm’s working data so that real data entry starts on a clean screen. It is meant to be run once, before the first real client is entered.
What goes: every client, contact and candidate; every deal; every assignment and candidate pipeline; every agreement, proposal and quotation; every uploaded document and generated PDF; every email sent and received; client portal logins; reminders and orders. And your own team profiles as well, if you tick the box below.
What stays: the Lab and everything in it. The Improvement Desk. Your team’s logins and roles, always, so nobody is ever locked out – whether their own profiles stay is the one choice on this screen, and it is the tick box below. And every setting: fee terms, templates, letterheads, brand, catalogue, hiring stages, guarantee wording and saved reports. That is the work of setting the portal up, not data.
Your colleagues’ logins and passwords keep working and nobody is locked out. What goes is the link between each login and its profile, so after you have entered your team again, each one has to be linked to its new profile in Administration, Users using the Link them button beside their name. Until that is done a colleague can sign in but will see no clients and no assignments.
The copy comes first, and it is taken in parts. There is too much here for one file, because a portal’s worth of documents, generated PDFs and email bodies will not fit in one answer, so each part of the portal is saved as its own file, numbered where it is large. The portal refuses to empty itself until every part has been handed over, and that refusal is on the server rather than on this screen, so it cannot be skipped by any other route. Your browser will ask whether to allow several downloads; say yes, and keep the files together.
Every part has been copied. Type start the portal again to unlock the button. Everything above will be removed.
Until now a candidate was derived: every search kept its own full copy of them, and the portal worked out who was who by matching the email, then the mobile, then the name. That is why the same person could show one employer on one search and another somewhere else, and why their web address changed the moment somebody added their email.
This gives each person one record and a permanent address. Where two copies disagree it takes the newest value for each field, one field at a time – so a mobile typed on a search last year and never re-typed since is kept rather than lost. Nothing is deleted: every search keeps its own copy exactly as it stands, and each one is frozen as it was the moment this runs.
Certain means the same website, the same email address or the same phone number, on the company or on any of its contacts. Likely means the same email domain (Gmail, Outlook and other free mail never count). Names and trade licences are not used, and blanks or placeholders never match. Merge keeps one record and moves its contacts, engagements, agreements, assignments, invoices and documents onto it; the other is archived, not deleted.
A candidate is built from their records by email, then mobile, then name. Two records carrying the same email are already one person, with nothing to merge. A duplicate is the case where the same person was entered under an email once and a mobile another time, so the portal never joined them up.
A shared name alone is never treated as a duplicate: merging on a name would fuse two different people, which is far worse than leaving a duplicate alone.
This is the firm’s house style: what a report asks for. Whether a particular candidate’s answer may be given to a client is still that candidate’s own visibility, on their record. Both have to say yes, so switching something on here never shares anything you chose to withhold about a person.
Any client can differ from this. Open their profile and use Reports for this client.
Client and Prospect are worked out, not chosen: an account that has signed an agreement is a client, and one that has not is a prospect. That is why neither can be removed, and why nobody has to remember to change anything the day something is signed.
Add your own type when the firm starts dealing with a kind of account these two do not describe. A type you add is applied by hand on the account, and it is shown instead of the worked-out one.
Account status is a different question from type: what an account is, against how it is going. It is set on the account itself and filters the directory.
A domain is verified once with the email provider and is slow to change. An address in front of it is free: recruitment@, notifications@, documents@. Anyone holding Choose the address an email is sent from may write as anything on a verified domain; everybody else gets the list below, and their replies come back to their own address automatically.
Separated by commas. Add one only once the provider says it is verified: an address on an unverified domain fails at the provider and not here.
Whether an email was opened
Off. Nothing is added to any message.
Switched on, the portal puts a single invisible image at the end of every email it
sends by itself – an agreement out for signature or review, a pack, an invitation, a
notice. When somebody’s email program loads that image, the portal writes down that it
probably happened.
It is a guess, and the folder says so. An email program that blocks images reads as
never opened, and Outlook and Gmail both block by default for a sender the person has not
written to before. A preview pane reads as opened by somebody who has read nothing. A
forwarded copy reads as the person you sent it to. Google’s image proxy fetches it once
on delivery whether or not anybody looks.
It never applies to an email you type yourself on this screen. And some people consider
it surveillance, which is worth knowing before you switch it on.
What Has Arrived
Every time something delivers mail to the portal, or tries to, it is written down here with what became of it. This is what tells apart the three things an empty inbox looks like: nothing has ever been delivered here, which is a route that was never made and nothing this portal can fix; something delivers and is turned away every time, which means the door has been found and the secret does not match; and mail arrives and is filed, which means receiving works and anything still missing is a question about who may read it.
The message itself is not kept here, only who it was from, what the subject was and what happened to it. The mail is in the Inbox, where it belongs.
A tag like {{candidate.first_name}} fills itself in from the record when the message is written. A tag that comes back empty stops the message being sent, so it can never go out reading “Dear” and nothing. Give a tag a fallback, like {{candidate.first_name | there}}, and it sends whatever happens.
This decides which tags are offered, because a candidate template has no client contact to greet.
The Marquee is the deep green banner. It is for a congratulation and reads wrong on a reminder.
The part before the @. The domain is whichever one is verified.
This has to be a mailbox that really receives mail. Your normal working address is the safe choice.
Tags you can use here. Press one to put it where the cursor is.
This is the template filled in with example values, so you can read the sentence rather than the tags.
A report is a name and a list of blocks. It stores no figures: every time somebody runs it, it is built from the portal as it stands at that moment, so a report can never be quietly out of date.
Say whether it runs against an assignment or a client, and who it is for. A client-facing report still obeys each candidate’s own visibility, so switching a column on here never discloses something you chose to withhold about a person.
Leave where it appears on everything and it is offered on every assignment or every client. Pick a few and it is offered only there, which is how a report written for one client stays out of everybody else’s way.
An assignment reference is FG- then the client’s three letters, then the role’s three letters and its number: FG-SDH-CFO001.
The client’s three are initials, not the first three letters. Three words or more takes the first three initials, so Academy of Learning Company is ALC. Two words takes the first letter, the last letter of the first word and the first letter of the second, so Siad Holding is SDH. Two clients never share the same three.
The role’s three are the initials of the title, and the number counts that role across the whole firm: the first CFO search anywhere is CFO001, the next client’s CFO search is CFO002. A candidate’s own reference hangs off it, so it follows.
A reference is minted once and then locked, so it stays the same however the client is later renamed. Anything created before this rule kept its old shape. This finds them, shows exactly what would change, and only then changes it.
Every one of these prints on a document a client reads. The TRN is the field that makes an invoice a valid tax invoice, so an invoice cannot be issued until it is filled in. Everything else can be completed as you go.
The Entity
As registered, not the trading name. This is what sits above the address on every document.
One line per line. Five at most, because the masthead has room for three and a long address pushes the amount owed off the top of the page.
Fifteen digits. A typo here invalidates every invoice that carries it, so the portal checks the shape; whether the number is yours is between you and the FTA.
Bank Accounts
Keep as many accounts as the firm actually has. The one marked Default for new invoices is where a new invoice starts; whoever raises the invoice chooses the account on the invoice itself, so a client who pays into the riyal account is told about the riyal account. Give each one a name you would recognize in a dropdown, because that name is what you will be picking from.
What The Document Says
Your words, under the bank block. The invoice adds its own reference after it.
Optional, and it must start with https. Leave it blank and nothing appears: a payment link that does not work is worse on an invoice than no payment link at all.
The Letter That Carries Them
The documents are signed by nobody and say so on their face,
because they are computer generated. The email has to be signed by somebody, and the firm's real
signature is applied by CodeTwo on the way out of Outlook — which mail from the portal does not pass
through. So it is signed by the team, and this is what that signature says.
Copied on everything the finance side sends. The send window shows
them, so they can be taken off for one letter without being taken off for good.
The client never sees these. A bad address in either list fails
every send from then on, so each one is checked when this is saved.
The Invoice Series
An invoice number is assigned the moment it is issued, never while it is a draft, so the issued series can never have a hole in it. The count restarts at 001 every month.
If an appointed candidate leaves within the period, we run one replacement search at no further professional fee. A longer period is a real risk transfer, so it carries an uplift.
The fee basis is fixed by the firm and shown to a client as a stated term rather than a box they can argue with. The payment options are the only ones a client can pick from on their review page.
In the Gulf a basic salary is typically half of total cash, so this term has to be unambiguous. It is written into the fees clause of every agreement.
Every client can run their own process, set from the assignment board. This is what a client starts with before anyone changes it. Submission point is the stage that stamps the submission date. What it means decides what the candidate reads as everywhere else: somebody at a stage marked Placed is placed, whatever it is called.
Applies to a candidate the moment they are added. Each candidate can still be changed individually on their own profile, and anything switched off is never sent to the client at all.
How these behave.
An item is either priced, and a client can order it outright, or priced on request, and they can only ask for it.
Credits are for things bought in advance and spent one at a time: an assessment bought ten at a time and used one candidate at a time.
Nothing is charged when a client orders. It reaches Client orders, and it becomes a charge on the engagement only when an admin confirms it.
The key an item stores against is generated from its name and then locked, so renaming it never orphans the orders already placed.
Add something to sell
How these behave.
A field you add appears on the card you put it on, on this record’s profile and on its form, straight away.
The key it stores against is generated from the label and then locked, so renaming a field never loses what has already been captured.
Removing a field retires it: it stops being asked for, and anything already recorded still reads.
A new field is never shown to a client until you say so.
The Fields on This Record
Clients with nobody from Foreground on them
A colleague sees a client if they are named on it, or if they are on a search for it. These have nobody named, so once the switch below is on they would be visible only to you and your administrators. Set somebody on each and it saves as you go.
Searches with Nobody on the Team
The same question for assignments. Whoever is working it should be on it: that is what the team on a search has always been for, and it is now also what decides who can open it.
The Switch
Off, every colleague sees every client and every search, whatever their role says. On, they see what they are named on, and the people you have given full visibility still see everything. Candidates are never affected: the talent pool stays open to everybody, because a recruiter who cannot see that somebody is already known to us will approach them twice.
Users And Access
Who can open which module, and at what level. A User sees the records they are assigned to; a Manager sees the whole module. Owners and administrators open everything. Press Access on a person to change theirs.
Add A User
Create their profile in Firm first, then give them a sign in here and choose their modules.
This is what decides which clients and assignments they are assigned to.
Candidate Confidentiality Undertaking v1
This is what a candidate reads and signs before we discuss a confidential appointment. Rewrite or amend it here and every undertaking sent from now on uses the new wording. Anything already signed keeps the exact text it was signed on, and the version is recorded against the signature.
One paragraph per block, separated by a blank line. A line starting with ## is a clause heading and is numbered automatically on the document, so clauses can be added or removed without renumbering anything by hand.
Restore the standard wording
CRM Reports
Four reports from The Flow, for CRM Managers, owners and administrators.
Candidates
Everybody this firm has ever put forward, and everybody it could. Saved on this device
Reminders & Notifications
What needs your attention, renewals, unpaid fees, open client responses, plus your own reminders. Saved on this device
Needs attention
Your reminders
Agreements
Choose who the agreement is with. You then see only that category’s document types.
Client Agreements
Pick the document you need. Everything else stays out of your way.
Assignments
Choose a practice to see its work. Saved on this device
Assignments
Every piece of chargeable work. Saved on this device
The Plan milestones and deliverables, and what the client sees
Add a piece
A MILESTONE is a point in the work. A DELIVERABLE is something they receive. Nothing reaches the client portal until you tick Client sees this.
What the client sees on this assignment overrides the client and firm defaults
Notes
Team ours, and how the fee splits
Client Team who at the client sees this engagement
Access is granted on the client’s own profile, under Guests, because it is one decision about a person rather than one per search. Somebody set to All engagements sees this one already; somebody set to Only assigned sees it when they are ticked above.
Contacts theirs, on this search
Add a contact for this search
The hiring manager, the panel, whoever we actually deal with on this one. Pick one of the client’s contacts or type somebody new.
A guest sees this client’s own assignments and the candidates we have chosen to share. Nothing else. Pick one of their contacts, or type a name and an email.
They sign in at /client. Giving access does not send anything: use Send invitation on their row when you are ready.
Contacts
Commercial Terms from linked agreements
Linked Agreements
Quotations what we have proposed to them
Scopes of Work one per assignment, under the agreement
What this client sees overrides the firm default
Documents
On The Flow every proposal and engagement with this company
Assignments
Guarantees what we owe on placements from this client
Financials
Inbox everything to and from this person
Notes internal only, a running log rather than one box
Add a note
Everything that happened correspondence, deals, work, documents
Group
Reports for this client
Reports built live
Invoices
What the firm has billed, what has been paid, and what is still owed. Raised here for any client, with or without a search behind it.
Finance
What the firm is owed, what has moved lately, and the way into everything financial. A client still sees their own bills on their record and in their portal: this is the same set of records read from the firm's side.
What is next: the client’s own financial section in their portal, where they see their invoices, payments and balance the way they would read a bank statement, and download their own documents stamped as copies.
Recent activity
Payments
What has actually arrived, against what it settles.
Credit & Debit Notes
Credits, debits, write-offs and discounts, each with the reason it was given.
Statements
A client's whole account in date order, with the aging on its own page.
Their whole account, every document on it.
Blank starts at the beginning.
Blank runs to today.
Account Activity
Aging, By Due Date
Client Orders
Add-ons and new work clients have asked for in their own portal. Nothing is charged until you confirm it.
Waiting on us
Settled
Credit Balances bought in advance, spent one at a time
Inbox
What our emails say
The letterhead every email from this firm carries.
What they will receive
Fixed, for you to check
What each build fixed, against what your desk still has open. Nothing here closes
anything: a fix is what the build claims, and closing it is yours.
Lab Tickets
Report a bug, an idea or an improvement. Everything raised here reaches the technical team.
Invoice
Raise a note
Record a payment
Document
Send to the client
Drawn by the server from what is
on the left, so it is the letter itself rather than an impression of it.
Invoice
Add Field
Send an Update
The pack the client is holding is the one you sent. Ticking somebody replaces their page with what is true today, and tells the client. Anybody you leave unticked stays exactly as they were sent.
Mark it up before you send it
Drag on the picture. Blur destroys the pixels rather than covering them, so anything you blur here never leaves this browser readable.
Phases
The order here is the order everywhere. Name a phase so
that a year from now somebody knows what it was for, and mark the one you are working in.
Item
Generate prompt for AI to fix the issue
Auto-drafted from the details above. Edit freely before copying it to Claude Code or another AI tool.
Activity and comments
Record a Signed Paper Copy
For a candidate who signed on paper rather than on screen. This is recorded as a paper signature: no signature certificate, no IP address, no verification method, because there were none. It says who signed, when, and who here recorded it.
Report an item
Steps, what should happen and what happens instead are required for a bug. Without them nobody can reproduce it, and twenty six tickets on this desk arrived without them.
Paste an image anywhere in this form, or drop one here.
Add client
Left alone, an account turns into a Client the day an agreement is signed here. Set it by hand for an agreement on paper.
Add person
These fill themselves from the full name and are what a template greets somebody by. Edit either one and the portal stops changing them.
Leave it empty while the arrangement stands. Once this date passes they read as inactive, without anybody having to remember to say so.
Add employee
These fill themselves from the full name and are what a template greets somebody by. Edit either one and the portal stops changing them.
Leave it empty while they are with us. A date in the future is a notice period: they still count as here until it passes.
Add to the board
A build number or a ticket reference. What that build contained stays on the version screen rather than being written here twice.
Write an email
@
Choosing one replaces what is written below.
A file from your computer travels with the message, so it has to be under 3 MB. Anything bigger: upload it to the record first and tick it above, where the limit is 20 MB.
What they receive
Saved on this record. Replies come back here.
Add contact
These fill themselves from the full name and are what a template greets somebody by. Edit either one and the portal stops changing them.
Add a Candidate
How are you adding them
Type them in
A name, and an email or a mobile. Everything else is added on their profile afterwards, or read off their CV.
From their CVs
One file or twenty. It reads each one, tells you who you already hold, and creates the rest.
From a spreadsheet
An export from another system. You see every row, and what it would create, before anything is created.
One of those two is enough. Everything else here is optional.
No CV chosen. One can be attached later from their profile, and read into it.
The pool needs no client and no assignment. Put them there and put them forward later.
Foreground LLC Dubai, United Arab Emirates
Foreground · Dubai · Riyadh · London · Madrid · Strictly private & confidential
Foreground LLC Dubai, United Arab Emirates
Foreground · Dubai · Riyadh · London · Madrid · Strictly private & confidential
Candidate
The personThis assignment
Profile
Contact press to call, write or open
Employment
Package
Additional Information the fields your firm added
Experience from the CVEdit
EducationEdit
Candidate Details the report columns
Every job this person is on across every client
CV and anything else attached to this candidate
Foreground Assessment
Emails what we have written to them on this assignment
Activity calls, interviews, assessments
Confidentiality Undertaking
Outcome
What the client sees on this assignment
Their view of this candidate
Loading…
Add a candidate
Import candidates from a spreadsheet
Export your candidates from Manatal as Excel or CSV and choose the file here. Nothing is created until you have seen exactly what will be created, on the next step.
The pool needs no client and no assignment: put them there and put them forward later. Choosing an assignment puts them straight on it. Either way, anyone already held is matched rather than duplicated.
Every column in your file, and what it will be written into. Anything set to Do not import is ignored.
Send a pack
Add candidates from their CVs
Choose one CV or fifty. Each is read on its own, and nothing is created until you have seen exactly who will be created, on the next step.
PDF or Word. A PDF that is a scan has no text in it and will be listed as unreadable rather than created empty.
A stack of CVs that arrived on their own belongs in the pool, which needs no client and no assignment. Choosing an assignment puts them straight on it instead. Either way, anyone already held is matched rather than duplicated.
Reports for this client
New report
Turn the page when a table has more columns than a portrait sheet can hold without the figures wrapping.
–
–
Contact
Foreground Assessment
Career history
Read the CV
Upload the CV and the portal reads what it can: the contact details reliably, the rest as a suggestion you confirm. A PDF that turns out to be a scan has no text in it, and you can paste instead.
PDF or Word (.docx)
Hiring Process
Every client runs a different process, so the board follows theirs. Submission point is the stage that stamps the submission date and puts the candidate on their report. What it means decides what the candidate reads as everywhere else in the portal: somebody standing at a stage marked Placed is placed, whatever this client happens to call that column.
Confidentiality undertaking
Undertaking for this assignment
Leave this empty and the assignment uses the firm’s standard wording, which an admin maintains in Commercial settings. Write something here only when this search needs its own terms, for example where the client has imposed their own.
One paragraph per block, separated by a blank line.
Use the firm’s standard wording
Candidate Submission Report
Active and dropped candidates both appear, with their status, and each carries its own submission reference. On a confidential or replacement search, names and employers are withheld automatically.
Foreground Position Specification
The client is described by industry only and is never named. Every
section below prints unless you turn it off.
The client, and the role
The last two sections
Location, work model, positions and who the role reports to, taken from the assignment.
New assignment
Attach the client’s JD, or tick the box. You can generate a Foreground-branded, client-anonymised version once the assignment is open.
Saved as the first note. You can add more, timestamped, from the assignment page.
Access
A User sees the records they are assigned to. A Manager sees the whole module.
Only for this person, and only an owner or an administrator can tick them.
Edit role
Back to how it shipped
What this person sees
Grouped by practice, because that is how a list of work reads. Add all writes what exists today: anything opened later is not included, which is what All engagements is for.
Merge Two Companies
Choose the record to keep. Everything on the other moves onto it, and the other is archived with a note saying where it went.
Please confirm
Name it
Document
Report
Report
Upload Existing Agreement
Bring an agreement that was signed before the portal into the register. It's stored as an executed record with the file attached, and linked to the client so it shows on their profile.
Esc
↑↓ to move · Enter to open · Esc to close
The portal cannot reach the server just now. Nothing you have saved is lost.