When starting an agency, it can be hard to envision how you’re going to make it successful.
There are so many things to juggle, consider and get right – so use this blog article as a guide and checklist for the key things you can do to make your agency prosperous.
In today’s landscape and market, using the right recruitment agency software can be really important for agencies who are aiming to scale efficiently and stay competitive.
It seems obvious, but a successful recruitment agency will have an established reputation, with a list of positive client and candidate testimonials. Their presence will also be well-known in their industry, and they will hold an advantage over their
competitors.
This strong brand image is often supported by streamlined operations and improved communication made possible by using effective recruitment Agency Software.
No matter if you’ve got a large or small team, it’s important to have a dedicated account manager for all your client’s concerns and queries.
Clients will get confused and frustrated if they have to talk to multiple people to get the job done – the simpler you can make the pipeline, the more effective you’ll be at retaining clients.
With recruitment agency software, internal team coordination becomes more efficient, allowing account managers to maintain consistency in client interactions.
Ever heard of “ghosting” in recruitment? This is something you will definitely NOT want to do if your business is to be successful.
“Ghosting” essentially means that when a recruiter reaches out to a candidate, the recruiter will halt all communication, often randomly. When the candidate reaches back out to the recruiter, they aren’t able to get back in touch, leaving them confused about where they stand in the job application process.
Train your team in a way that encourages them to use transparent and honest communication, for all parties involved. In turn, this will allow you to have a positive brand reputation.
Having a reliable recruitment agency software in place ensures all communication history is tracked and easily accessible for better candidate and client experiences.
You’ve got to be able to talk the talk, as well as walk the walk. Make sure that you and your team are up to date with the latest industry trends, knowledge of the latest happenings in that industry and know all the tiny details that the client
expects you to know.
It’s not always straightforward at first, but by immersing yourself fully into that industry, you’ll be on the road success.
Finally, remember that the client doesn’t only want you to give them placements that do well, but wants you to be that helping hand to lean on when they need advice.
From anything to do with talent acquisition, DE&I, to EVP and retention strategies, you’ll want to make sure you know how to help the client if they come to you for guidance.
Offering consultative services becomes much easier when your agency is powered by intuitive and adaptable recruitment agency software.
While you’re busy strengthening relationships with your clients and candidates, recruitment agency CRM software will help you streamline your administrative tasks.
Incorporating dedicated recruitment agency software into your processes helps you increase operational efficiency while providing excellent service at scale.
1. Candidate Onboarding & Management
Candidate onboarding usually involves getting the candidate to complete a physical application form, then making various communications (phone or email) to check their suitability for the role.
With temporary recruitment agency software, such as PrimePRO, you can automate this whole process. All the recruiter needs to do is add their name and email address to the system, send the application form, and it’s done.
Now in the candidates’ hands to complete, their details will be automatically uploaded to the system for you to review in due course. As a recruiter, you can keep track of the candidate’s progress in completing the form, and even take over should the candidate get stuck or confused.
This level of automation is only possible with robust recruitment agency software that empowers the candidates to self-service while recruiters stay in control.
Before a candidate can be booked out in PrimePRO, they have to be eligible to work. This process is easy with the mobile-friendly application form, allowing you to request what compliances you need from the temp worker.
You can automate this process with the use of identification document technology for the right to work verification. TrustID’s integration with PrimePRO requests identification documents from the candidate, and asks them to take a live selfie.
So you can make sure that you’re avoiding booking anyone fraudulent, mitigating the hefty fines that come with it, and are staying compliant.
In regulated industries, compliance becomes more manageable and transparent through the centralised data capabilities of trusted recruitment agency software.
Making bookings is important for addressing clients’ fluctuating staffing needs and temporary workforce gaps – allowing you to retain your clients.
You can keep track of and manage all your bookings with one simple planner in PrimePRO. The colour-coded traffic light system (green for filled shift, yellow for in progress and red for open shifts) will help you easily determine where you’re at
with everything.
Booking and shift coordination are simplified when managed via integrated recruitment agency software that reduces manual effort and error.

Automating timesheets means you can increase efficiency and accuracy, by eliminating the need of paper-based timesheets or human management.
As well as improving the accuracy of timesheets generated, any changes made by the consultants to the planner (whether they cancel a shift or extend bookings) will be automatically reflected in the timesheets.
This means your accountancy team can easily be sure that the timesheets are up to date with the shifts worked. This gives you a better overview of how your temporary workforce is performing.
Within PrimePRO, you can set parameters of rates and set rules for rates for different days, which automatically updates the timesheet when the booking is made. You can then edit and approve, also giving access to a client through a portal.
Another bonus is the ease of real-time updates. If you need to adjust timesheets to reflect any changes in bookings or candidate assignments – you can do this with the click of a button.
Real-time accuracy in time tracking and payroll is just another reason why investing in quality recruitment agency software is a must for modern agencies.
You’ve got so many things on your mind as a recruiter, so it can be another difficult task to manage when it comes to checking if your staff are working the times that they should be.
PrimePRO’s built-in time and attendance system equips agencies with an efficient of managing the candidate timesheets. Candidates can scan a QR code to clock in upon their arrival to work, and scan it again to clock out upon leaving.
This will automatically update the timesheet to the hours they actually worked – making your job easier, but also making you look great in front of your clients who value modern timesheet management and speedy, automated processes
Time and attendance systems such as PrimePRO’s, will give the candidate the option of scanning a QR code when they get to work and leave, automatically updating the timesheet.
Features such as QR code check-ins are becoming standard practice, powered by mobile-friendly recruitment agency software platforms.
As you’re often paying your workers weekly, this is a critical aspect of your operations.
To speed up processes, PrimePRO will automatically process invoices in the week-end procedure and get a detailed breakdown ready to email to the client from the software.
All you need to do is begin the process of consolidation which will automatically create the invoices, select the invoices that you wish to send, and email them to your clients, all in one click of a button. Additionally, your clients can view the invoices from their portal if they’d like to – an easy and convenient process for all parties involved!
Whether your agency uses umbrella companies or processes PAYE, the benefits of integrating payroll into your recruitment agency software are significant.
As you’ll see by now, there are several things to get right before we get to this payroll step. But getting this one right is crucial for your reputation among candidates.
PrimePRO allows you to create umbrella reports, payroll files, and self-bill invoices for Limited Company workers. WTR, or Holiday pay is automatically calculated for you too.
You can complete the recruitment process with PrimePAY, the HMRC-recognised payroll software solution which allows you to run a full weekly PAYE temp payroll.
In a few simple clicks you can… create and send payslips, pension files, submit RTI’s to HMRC, create BACS files and P45, P32 or P60’s.
8. Reporting
A key part of measuring your agency’s success, reporting on data trends and analysing this data is easy when you know how.
Luckily, PrimePRO gives you reporting functions on gross margin reports, candidate new starters, bookings (completed, in progress, cancelled) and more.
This not only allows you to track your agency’s progress but also gives freedom to different teams to be able to share insights. For example, your payroll team might want to check the candidate new starters report to double check their payroll information.
So, whether you’re a well-established agency or just starting out, if you’re looking for agency success, it’s key to think about how you can streamline your team’s workflows to make your recruitment agency as efficient as possible.
This is exactly where recruitment agency software plays an essential role, allowing your business to scale smarter and serve both clients and candidates more effectively.
The global recruitment software market size was valued at $1,753.2 million in 2017 and is projected to reach $3,095.8 million by 2025, exhibiting a CAGR of 7.4% during the forecast period. This growth is driven by factors such as the need for enhanced communication capabilities, productivity of recruiters, and the adoption of cloud-based solutions to streamline recruitment processes.
Efficiency will then turn into profitability, which results in further growth for your recruitment agency business!
Request a demo of our modern and easy-to-use CRM and Payroll software to discover how your agency can reach its full potential.
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