Insight ATS

Insight/Peritas ATS

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Insight/Peritas ATS

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Add candidate

Drop a CV here to fill this form — any file type is kept on the record — or browse.

The file is kept on the record when you save. Auto-filling the form from the CV text works best with PDF, Word or .txt.

First name *

Last name *

Phone

LinkedIn URL

Current firm

Location *

Practice areas

Date qualified *

Est. book size (£)

Current salary (£)

Expected salary (£)

Status

Owner

Source

Add to job

Summary / notes

Do not contact (excluded from all outreach and sequences)

Suggested firms

Open tasks

Activity

Ctrl+Enter to add

Add firm

Firm name *

Type

Status

Website

Rank

Owner

Phone

Location *

Postcode *

Used for distance and commute search.

Offices

Add one or more of this firm's offices now, or later from the firm's own Offices tab.

Fee terms

Payment terms (days)

Practice areas

Summary / notes

Placements

Matching candidates

Offices

Contacts

Activity

Ctrl+Enter to add

Add placement

Candidate *

Firm *

Set automatically from the job this candidate is being placed into.

Placement date *

This is the date the offer was accepted — not necessarily when they start.

Start date

When they actually start — this is what the invoice gets raised against. Leave blank if not yet known.

Salary (£)

Fee %

Fee (£) *

Rebate %

Owner

Invoice status

Fee type

Notes

Payment schedule

Split this fee across several payment dates

Consultancy terms

First file opened

Some firms run the fee window from here rather than the start date.

Fee window ends

—

Rate for this consultant

Rises to

Team

Share of their following

Split when they are at more than one firm.

Add task

Task *

Due date *

Time

Link to candidate

Link to firm

Add a time to also put this on your Outlook calendar.

New sequence

Sequence name *

Merge fields: {{first_name}} {{last_name}} {{current_firm}} {{practice_area}} — filled in per candidate when each step sends.

Enrol candidates

Candidates flagged "do not contact" and anyone already enrolled are excluded automatically.

New email

Checking how this will send…

Template

Subject

Message

Attachments

Drag files here or browse

Include my signature — edit signature

Ctrl+Enter to send

Add candidate

Add firm

Add placement

Possible duplicates

Add task

New sequence

Enrol candidates

New email

Move candidate

Add office