Clients & Hiring
How TalentDesk models client relationships and open positions, and how the 3-phase hiring pipeline keeps every opening moving.
Client records
A client in TalentDesk represents a company that has engaged your firm. Each client record holds:
- Company name and industry
- Primary contact (name, email, phone)
- Assigned Account Manager — the team member responsible for this relationship. If the current user's role is Account Manager, they will only see clients assigned to them.
- Status (Active, On Hold, Churned)
- Notes and any relevant context
From the client detail page you can see all open positions, active deployments, health signals, solutioning projects, and the monthly retrospective history for that client in one place.
Hiring needs (positions)
Each client can have multiple open positions. A position captures the full requirements for a role:
| Field | Description |
|---|---|
| Role title | The name of the role as agreed with the client |
| Required skills | Multi-select from your skills library; these are matched against the talent roster when searching for candidates |
| Experience range | Minimum and maximum years of relevant experience |
| Target start date | When the client needs the engineer to begin; the Action Center surfaces positions where this is approaching and no deployment is created |
| Compensation range | Optional; helps align expectations during engineer sourcing |
| Status | Derived from the pipeline phase (see below) or manually set to Closed/Cancelled |
The 3-phase hiring pipeline
Every open position moves through three phases:
- Phase 1 — Sourcing. The position is open and the team is identifying potential engineers from the bench or external pipeline. No candidate has been formally screened yet.
- Phase 2 — Screening. One or more engineers are being evaluated for this position. Pre-screens and technical assessments are in progress. This phase overlaps with steps 1 and 2 of the Placement Quality Gate.
- Phase 3 — Offer. A specific engineer has been selected and the offer or placement agreement is being finalized with the client. Moving to this phase typically precedes creating a deployment record.
Positions can be moved between phases manually. When a deployment is created and an engineer is deputed, the position status transitions to Filled automatically.
Solutioning projects
For longer client engagements, TalentDesk can capture a structured project record with project-level start and due dates, an incremental list of release phases, and resources linked to the client relationship. This gives account managers and delivery leads a clearer view of execution milestones than freeform notes alone.
Skills library
TalentDesk maintains a shared skills library used across both positions and engineer profiles. This enables the analytics module to compute skills supply vs. demand — how many engineers with a given skill are on bench versus how many positions require it.
Master Admins can add skills to the library via Settings → Skills. Account Managers and Recruiters can use existing skills but cannot add new ones.
Action Center — hiring deadlines
The Action Center surfaces positions where the target start date is within the next 14 days and no active deployment exists for that position. This gives the team a predictive view of upcoming fulfillment pressure rather than discovering gaps after the deadline passes.