Scope of Services
Describe whether the engagement is retained, exclusive, or contingent; list deliverables such as candidate sourcing, screening, interviews, background checks, and placement timelines.
A properly drafted HR Recruitment Services Agreement clarifies responsibilities, protects candidate and client data, and defines fee entitlement to prevent disputes. It reduces hiring delays, sets expectations for candidate ownership and replacement clauses, and provides a contractual basis for invoicing and collections.
Recruiting agencies, corporate talent acquisition teams, and independent headhunters use this agreement to formalize terms with client organizations and manage fee arrangements.
The agreement helps both sides document expectations, protect confidential information, and provide a clear remedy path if a placement does not meet agreed terms.
Recruiting firm owner or authorized representative signs to commit to sourcing, candidate screening, and placement obligations; includes billing and indemnity responsibilities and contact for escalations.
Corporate HR director or hiring manager authorized to bind the employer signs to accept fee terms, candidate ownership periods, and confidentiality protections on behalf of the hiring organization.
Describe whether the engagement is retained, exclusive, or contingent; list deliverables such as candidate sourcing, screening, interviews, background checks, and placement timelines.
Specify fee types (percentage of first-year compensation, flat fee, milestone payments), payment due dates, invoicing procedures, and any refund or replacement policies.
Define ownership window (e.g., 6–12 months) during which the recruiter is entitled to fees for hires of presented candidates, including employee rehires or contractor conversions.
Include nondisclosure terms protecting candidate data and client proprietary information, with obligations to follow applicable privacy laws for personal data handling.
State how personal data is stored, retained, and destroyed; reference applicable laws and whether a Business Associate Agreement is required for healthcare client data.
Specify notice periods, cure rights, outstanding fee treatment on termination, and survival of payment and confidentiality clauses after termination.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature field; allow typed or drawn signatures |
| Authentication | Email link, SMS code, or KBA for higher assurance |
| Templates | Save as reusable template with locked core clauses |
| Notifications | Enable email reminders and completion receipts |
Choose a platform that supports common file types, integrations, and signer authentication options for HR workflows.
Agreement executed and requisition details confirmed
Recruiter presents qualified candidates for interview
Client issues offer and recruiter confirms acceptance
Final signed agreement retained and onboarding begins
Complete Section 2 within three business days of hire (8 CFR §274a.2)
Typical candidate window is 3–7 business days to accept an offer
Allow 3–10 business days depending on scope
Request signed agreement within 7 business days
If included, replacement window often 30–90 days post-start
Optica standardized online agreements to speed placements and reduce follow-up.
A small firm moved to online execution to complete hires while remote.
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|---|---|---|---|---|---|
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| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |