Pre-Joining Follow-ups

2 follow-ups before joining date to ensure candidate is still joining
Candidate Position / Client Joining Date 1st Follow-up 2nd Follow-up Actions
Vikram
Vikram Singh +91 98765 43210
Senior Developer Infosys 05 Jan 2026 Done (28 Dec) Due Today
Rohan
Rohan Joshi +91 43210 98765
Senior Java Developer TechCorp India 10 Jan 2026 Done (30 Dec) Due 05 Jan

30-Day Retention Checks

Call candidate and client to check if candidate is still with the company
Candidate Position / Client Joined On 30 Days On Candidate Check Client Check Actions
Meera
Meera Nair +91 21098 76543
Data Analyst Amazon 02 Dec 2025 02 Jan 2026 Pending Pending
Arjun
Arjun Reddy +91 10987 65432
Backend Developer Wipro 05 Dec 2025 05 Jan 2026 Due in 3 days Due in 3 days

90-Day Final Review (Invoice Eligible)

Final satisfaction check - triggers invoice generation
Candidate Position / Client Joined On 90 Days On Candidate Happy? Client Happy? Invoice Status Actions
Priya
Priya Sharma +91 09876 54321
Product Designer Flipkart 01 Oct 2025 30 Dec 2025 Yes Yes Ready to Invoice Create Invoice