Client portal for staffing & recruitment agencies

A staffing agency portal is where client companies post roles and see the candidates put forward for each, and recruiters move every candidate through stages on one board.

Pattern: Client hubs

Describe it to Pory

“We're a staffing agency placing warehouse and office staff. Client companies should post roles and see only their own roles and shortlists; recruiters move candidates through stages.”

Viewing as

My roles

My roles

Powered by Pory

In plain English

How Pory sets it up

Pory gives every hiring manager and recruiter a sign-in of their own. Each hiring manager sees only their own candidates. It covers roles, candidates and placements. Candidates, roles, timesheets, invoices and team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Hiring managers post a role with pay, location and start date

New roles came in as a phone call on the drive home and a job description written in 2019. In Pory the hiring manager posts the role, picks permanent, contract or temp, and fills in location, start date and pay. Your recruiters start sourcing that afternoon instead of calling back for the basics.

Forms to submit a recordDone by: Hiring manager
02

Recruiters drag each candidate from sourced to placed

Candidate progress lived in spreadsheets that each recruiter kept a different way. Every candidate is a card on one board, grouped by stage and labeled with the role they're up for. Recruiters drag a card from Screened to Shortlisted to Interviewing, and the whole desk can see who's close to placed.

Board by statusDone by: Recruiter
03

Each client company sees its own roles and candidates, nobody else's

Shortlists went out as resumes attached to emails, which then got forwarded around the client's office. Each client signs in to Pory and sees only the roles they've posted and the candidates put forward for them, with each candidate's stage. A rival firm hiring for the same forklift shift never sees your shortlist.

Client-only accessDone by: Hiring manager

Who sees what in a staffing agency portal

Every person signs in to their own view. This is what each role in the demo gets.

Hiring manager

Sees only their own candidates.

Pages
Home, My roles, Shortlist, Timesheets, Invoices, How we recruit
Can start
Post a role, New role

Recruiter

Sees every candidate in the portal.

Pages
Home, Candidates, Open roles, Interviews, Timesheets, Invoices

What’s in the staffing agency portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Candidates

  • Candidate (text)
  • Role (link)
  • Stage (choice: Sourced, Screened, Shortlisted, Interviewing, Offered, Placed, Rejected)
  • Interview (date)
  • Source (choice: Database, Referral, Job board, Headhunted)
  • Your feedback by (date)
  • Resume (file)
  • Recruiter (link)
  • Client (link)
  • Why we put them forward (long text)

Roles

  • Role (text)
  • Employment (choice: Permanent, Contract, Temp)
  • Location (text)
  • Start date (date)
  • Pay (text)
  • Client (link)
  • Status (choice: Open, Shortlisting, Interviewing, Filled, Canceled)
  • What happens next (text)
  • Description (long text)

Timesheets

  • Timesheet (text)
  • Role (link)
  • Week ending (date)
  • Hours (number)
  • Approve by (date)
  • Client (link)
  • Status (choice: Submitted, Approved, Queried)
  • Query (long text)

Invoices

  • Invoice (text)
  • What it covers (text)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Client (link)
  • Status (choice: Issued, Paid, Overdue)

Team

  • Name (text)
  • Role (text)
  • Direct line (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part
  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Decide

1 part
  • Board by status

    Cards in columns. Drag a record to move it along.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A hiring manager signs in with a link sent to their email and lands on Home. They see Home, My roles, Shortlist, Timesheets, Invoices and How we recruit, and only the candidates that are theirs. From there they can use “Post a role” and “New role”.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

Build your staffing agency portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited client companies.

See pricing · How Pory builds a portal