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.
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.
Your internal gateway to the documents Foreground issues to clients and associates. Open a tool to begin.
Tools
Agreements
Client engagements across Advisory, Search, RPO and Learning, plus contractor agreements for recruiters, advisors and trainers. Editable clauses, branded PDF.
Open →
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 & Quotations
Branded proposals and fee quotations for prospective mandates, with scope, commercials and validity.
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
Actions
Client link
Signatures
Scopes of work issued under this agreement
Register
Choose a register to see 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.
Client
A company we work for, or hope to.
Lists it picks from
What somebody chooses when they describe one.
Fields it holds
What the record stores beyond what the portal ships with.
Documents it produces
What is sent, shown or printed.
Rules that apply to it
What the portal enforces without being asked.
Contact
A person you deal with at a client.
Fields it holds
What the record stores beyond what the portal ships with.
Rules that apply to it
What the portal enforces without being asked.
Candidate
Somebody we might place. The biggest record in the portal.
Fields it holds
What the record stores beyond what the portal ships with.
Documents it produces
What is sent, shown or printed.
Rules that apply to it
What the portal enforces without being asked.
Assignment
A search, project or mandate.
Lists it picks from
What somebody chooses when they describe one.
Fields it holds
What the record stores beyond what the portal ships with.
Documents it produces
What is sent, shown or printed.
Rules that apply to it
What the portal enforces without being asked.
Agreement & proposal
What was agreed, and what was offered.
Lists it picks from
What somebody chooses when they describe one.
Fields it holds
What the record stores beyond what the portal ships with.
Deal
A sale in progress, before it is an assignment.
Lists it picks from
What somebody chooses when they describe one.
People & the firm
Everything that is not about one record.
Fields it holds
What the record stores beyond what the portal ships with.
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.
Sectors what a client can be in
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
How long we keep a candidate
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.
Contacts as records
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.
Start the portal fresh
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.
Duplicate candidates
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.
What our reports show
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.
Account types
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.
Sending addresses what the composer offers
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.
Email templates the firm’s standard wording
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 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.
Report builder
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.
References
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.
Replacement guarantee
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.
Fee basis & payment terms
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.
Default hiring process
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.
The columns on the deal board
These are the stages a piece of business moves through before it is won, left to right, and the probability each one carries. The hiring process above is a different list: that is how a candidate moves through a search the firm has already won.
Renaming is always safe. Every stage has an id underneath its name and the id is what is stored on each deal. The name is what people read; changing it never touches a record. Reordering is safe too, and so is changing a probability. That is the number the weighted forecast is calculated from, and it is on the stage rather than on the deal so that everybody can see why the forecast is what it is.
A stage you add is an open stage and carries no entry condition. It is a new step in the middle of selling, which is the firm’s to decide. The two ends of the board are not. Exactly one stage wins the deal, and that is what hands it to operations as a search; exactly one loses it, and that is what asks why. Those two are the model, so neither can be removed and neither can be turned into something else.
A stage with deals sitting in it cannot simply be removed. Press Remove and the portal counts them and says so; you then choose which stage they move to, and they are moved, with the move written on each deal’s own history, before the column goes.
Why we lose
Chosen from this list rather than typed, because free text cannot be counted and counting is the entire reason to record why business is lost.
Removing a reason changes nothing that has already happened. Every deal that carries it keeps it, and Why we lose goes on counting it, because that report reads the reason off the deal rather than off this list. Removing one stops it being offered on new losses; it is not a way to rewrite the record of why the firm lost business.
What clients see by default
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 that subject’s form and in its Additional information card 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.
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.
People
Everybody with their own username and password. The role decides what they can do; anything different about one person is shown beside their name.
Add a user
This is what decides which clients and assignments they can see: they see the ones this profile is named on. An account with no profile behind it sees nothing once the firm switches scoping on.
Roles
What each role can do. A change here applies to everybody on that role. To change one person only, edit them above.
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
Candidates
Everybody this firm has ever put forward, and everybody it could. Saved on this device
My day
What you owe today, and what is already late. Every open deal says what
happens next and when. This is that list, in the order it is due, so the morning does
not start by reading a board.
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.
Our view what we make of them, rather than a thing that happened on a date
Team our people on this account
Add somebody to the team
Guests who can sign in to the client portal
Give somebody access
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
Assignments
Guarantees what we owe on placements from this client
Financials
Inbox everything to and from this person
Everything that happened correspondence, deals, work, documents
Deals what we have chased with them, won and lost
Group
Reports for this client
Reports built live
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
Deals
How business is won. An assignment is the work that follows and lives on the
Assignments screen: a won deal names the agreement it produced, and everything raised under
that agreement shows here on its own.
Reports
Six questions about the pipeline, answered the same way every time. There
is no report builder and there will not be one: a report that everybody defines their
own way is a number nobody can be held to. Each card says what it counts and what it
deliberately does not.
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.
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.
Deal
One deal, one client. Where the client is a holding company, tick the box above.
Attaching the proposal is what lets this deal enter the Proposal sent column. It stays in the register: nothing is copied onto the deal.
What this deal is worth is not shown to your account. Everything else here is yours to edit as normal, and saving will not change the figure. An owner or an administrator can grant it.
A deal with no next step is a deal nobody is chasing. This is asked for while the deal is open, and stops being asked the moment it is won or lost.
Chosen from your colleagues, not typed. A deal has exactly one owner, and it is the person whose board it appears on.
What came of it
Correspondence
Activity
Which deal is this about?
The message is not copied onto the deal. It stays in this
mailbox and carries the deal's name, so it shows in both places and there is only ever one of
it to correct.
Terms signed. Hand it to operations.
Marking this won names the agreement it produced and raises the first assignment against that agreement, so the work exists from today rather than from whenever somebody remembers to raise it. Everything delivered under the same agreement afterwards is raised on the Assignments screen and appears here on its own: nothing moves into the CRM.
They become the assignment’s lead and it appears on their list straight away. Leave it if operations have not decided yet: the assignment is created either way and is flagged as needing an owner until somebody is named.
Why was it lost?
Chosen from a list so it can be counted. An administrator edits the list in Administration.
What happened, and what is next?
A deal that leaves this dialogue with no next step is a deal nobody is chasing. That is the one thing this button exists to prevent.
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
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
No client and no assignment are needed. This is the
firm’s own pool: a CV that arrived on its own, somebody met at an event, a referral.
You can put them forward for a search later, from their profile, without typing any of this
again.
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.
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
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
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. Edit the phrasing to suit the assignment. The check below looks for anything that would identify them, including wording copied from the client’s own job description.
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.
Edit user
The role sets these. Tick or untick to make an exception for this person only, and the list shows what is different.
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.
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.