Back to Library
Workflow library

Placement Confirmation

HR

Confirm a successful placement with a client employer and outline the guarantee period.

Add this workflow to Outlook

Includes required fields, attachments, and recipients

Takes <30 seconds. No setup required.

What this workflow standardizes
Operational outcomes
  • Confirms to a client company that a candidate has been placed and outlines start date and billing terms.
  • Candidate placement confirmed
  • Staffing placement notice
  • Hire confirmation to client
Fields your team can fill in
client_contact_name
company_name
candidate_name
position_title
start_date
guarantee_period
me::phone
Workflow previewApplied workflow: Placement Confirmation
Preview only

Est. saved: 3 min 36 sec

To

Add recipients


Cc

Add recipients


Bcc

Add recipients


Subject

Placement Confirmed — candidate_name as position_title

Placement-Summary.pdf

Hi client_contact_name,

Congratulations — it's official! I'm pleased to confirm that candidate_name has accepted your offer and will be joining company_name as your new position_title. This is a great outcome, and I'm confident you've found the right person for the role.

PLACEMENT DETAILS

• Candidate: candidate_name

• Position: position_title

• Company: company_name

• Start Date: start_date

• Guarantee Period: guarantee_period

A placement summary is attached for your records.

YOUR GUARANTEE

As outlined in our search agreement, this placement comes with a guarantee_period guarantee. If candidate_name separates from your company — for any reason other than layoff — within that window, we will conduct a replacement search at no additional fee. The specifics are detailed in your signed agreement.

SETTING THEM UP FOR SUCCESS

The first 90 days are critical for any new hire. I'd encourage investing time in onboarding, setting clear expectations early, and scheduling regular check-ins with their manager. If you notice any concerns early in the engagement, please reach out to me — it's often much easier to course-correct a small issue before it becomes a bigger one.

Thank you for the opportunity to partner with you on this search. It's been a pleasure. I'm here at me::phone if there's anything else I can do.

Workflow context
When to use this workflow

Use this workflow when a candidate placement has been confirmed and the client employer needs start details and guarantee period information.

What this replaces

This replaces manually writing placement confirmations, retyping candidate and role details, and inconsistently explaining guarantee terms or next steps.

Why teams standardize this email

Placement confirmation emails affect client confidence and internal handoff quality. A workflow helps staffing teams send complete, consistent placement details before the start date.

What Toggles handles

The workflow prepares the operational details your team should not have to rebuild by hand.

  • Inserts the placement confirmation email in Outlook
  • Prompts for client contact, company, candidate name, position title, start date, guarantee period, and phone number
  • Adds a placement-specific subject line
  • Can include configured placement attachments if the workflow uses them
  • Keeps the email editable before sending
FAQ
Does Toggles update the ATS or payroll system?

No. Toggles prepares the email only. ATS, payroll, and onboarding updates stay in your existing systems.


Can guarantee period language be standardized?

Yes. Teams can include approved guarantee language in the workflow.


Can the recruiter edit the email before sending?

Yes. The Outlook draft remains editable.

How it works

Use this workflow inside Outlook without rebuilding the email manually

Standardize the full process, then let your team launch the same complete email whenever they need it.

01
Add this workflow

Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →

02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

Explore Solutions By Role

Human Resources

See how Toggles helps human resources teams standardize repeatable client emails in Outlook.

Customer Success

See how Toggles helps customer success teams standardize repeatable client emails in Outlook.

Legal

See how Toggles helps legal teams standardize repeatable client emails in Outlook.

Roll out the standard

Standardize this process in Outlook

Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.

Helpful Resources

5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them) article graphic

5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)

Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.

Toggles for Outlook Quickstart Guide article graphic

Toggles for Outlook Quickstart Guide

A step-by-step guide for getting started with Toggles for Outlook.

Toggles Business Pro Quickstart Guide article graphic

Toggles Business Pro Quickstart Guide

A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.