Release: Adding placements

We're delighted to share that agencies can now add placements to the platform in a far easier way.

We're giving users at agencies far more control and visibility of the onboarding process through our latest release. This means that agency users can now:

• see all placement requests in one place along with their status
• request new placements far faster, and by providing less information

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How to add a new temp placement

• Go to REQUEST > TEMP PLACEMENTS in the main navigation
• Click ‘+ NEW REQUEST’
• Search and select an existing contractor or add a new one (select SAVE & NEXT)

• Search and select an existing client or add a new one (select SAVE & NEXT)

• Add the details of the placement (select SAVE & NEXT)
• Review the information and select SUBMIT

Once the request has been been submitted it will be reviewed by Raise before going through the usual CLIENT and CONTRACTOR placement approval process.

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If you're not a Raise customer, but would like to see how simple adding, managing and funding your placements is book a demo here,

If you already use Raise to power your agency and would like to have a demo of the new functionality, reach out to your Customer Success Manager, Onboarding Agent or book a slot here.

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