Skip to content
Surhires

UK guide

One system for a mixed perm and contract desk

Most UK agencies run permanent and contract from the same desk, and most recruitment software is quietly built for only one of them.

Recruitment software for a UK agency has to hold client relationships, candidate relationships and the placement pipeline in one system. Surhires does that for permanent and contract work in the same database, with day rate and margin on contract placements, salary and fee on permanent ones, and IR35 status recorded where it applies.

By Surhires Editorial · Published · Reviewed

Perm and contract are two businesses sharing a database

A permanent placement is a single event. You source, submit, interview, offer, place, invoice a percentage fee, and carry a rebate risk for a few weeks. A contract placement is a running relationship. It has a start date and an end date that moves, a day rate and a margin rather than a fee, extensions that need chasing before they lapse, and a compliance surface that includes off-payroll status.

Software built for corporate hiring treats the second case as an afterthought, because a corporate talent team rarely has one. Software built for staffing but sold in North America often treats it as contract-to-hire, which is a different shape again. A UK desk needs both models to be first class in the same database, because the same consultant works both and the same client buys both.

Surhires models the placement rather than the job type. A placement carries an engagement type, and that type determines which fields are required, which stages the pipeline runs, and how the invoice is calculated. Nothing is bolted on.

Client relationships are the half most trackers ignore

An applicant tracking system is organised around a vacancy. That is fine for an employer with one hiring process. An agency lives on the client side: which contacts are warm, which accounts have gone quiet, which vacancies you were not told about, what your fill rate is per client, and what terms were agreed and when.

Clients and contacts are first-class records here, each with its own activity stream. Every vacancy opened, CV sent, interview arranged and placement made sits on the client record, alongside terms, agreed fee percentages and rebate periods. The Client Health Agent watches last touch, open vacancies and fill rate, and raises accounts that are drifting before a quarterly review does.

This is the difference the word CRM is meant to carry, and it is the part that most cheap applicant trackers do not have at all.

  • Client, contact and vacancy as separate records, each with a full activity stream
  • Agreed fee percentage, rebate period and payment terms held on the client record
  • Submittal-to-interview and interview-to-placement rates reported per client
  • Client Health Agent flags accounts with no meaningful contact and open vacancies unfilled

Rediscovery is where a UK database earns its keep

The UK market is dense and repetitive. In most disciplines, the same population of candidates circulates between a handful of employers over a decade, and a good agency database already contains the person the new brief describes. The problem is finding them.

The Candidate Sourcing Agent searches your own database first, before you spend anything on new sourcing, and surfaces rediscovered candidates who match the live brief. That only works if the records are structured, which is why parsing writes normalised fields rather than a blob of text, and why availability, notice period and salary expectation are typed fields rather than notes.

The practical effect on a desk is that a Monday morning brief starts with a shortlist from people you already know, several of whom have spoken to you before and will take your call.

Compliance fields a UK desk cannot do without

Three things sit on a UK contract placement that a US-built system typically has no field for. Off-payroll status: inside or outside scope, who determined it, when, and where the statement is filed. Right to Work: document type, issue date, expiry date and the check that was performed. Retention: the lawful basis for holding a candidate record and how long you intend to hold it.

All three are recorded in the product as structured, reportable fields with an audit trail on change. All three remain your responsibility to get right. The product supports the workflow; it does not perform the determination, run the check or decide your retention policy. We publish that split explicitly rather than allowing a compliance page to imply otherwise.

AI that does specific jobs rather than a chat box

There are twelve named agents in the product, each with one job. Job Intake turns a client brief or a forwarded email into a structured vacancy with must-haves, nice-to-haves, salary band and interview stages. Match Scorer scores a candidate against a live vacancy and shows which requirement drove each point, so you can argue with it. Outreach Personaliser drafts a first message from the candidate's actual history rather than a merge field. Reply Handler classifies inbound replies and moves the record or raises a task.

Placement Risk watches notice-period signals and flags an offer drifting toward a drop-out, which on a permanent desk is the difference between a placement and a rebate. Recruiter Coaching compares a desk's conversion rates against the team and suggests the next action.

AI matching sits on the Professional plan with a monthly credit allowance per user. AI interview calls and custom prompts sit on Enterprise. None of it is sold as a replacement for a recruiter's judgement, and every score shows its reasoning.

What this is not

Surhires is not an HRIS, a payroll system, a pay and bill engine, a background-check provider or an assessment platform. On a contract desk that boundary matters: the CRM records the placement, the rate, the margin and the fee, and raises the placement invoice. Timesheets, umbrella arrangements, self-billing and PAYE run elsewhere.

Saying so is not modesty. Recruitment software that pretends to be a back office is usually bad at both, and the integration points into an existing finance system are more useful than a weak imitation of one.

The state of the UK integrations, stated plainly

Posting to LinkedIn and Indeed ships today. The CV-Library connector is in development. Reed is not built and has no dated commitment. Multi-board posting from a single form is in build for the Wave 1 release. The client portal and the Chrome extension are both in build rather than live.

Everything above is stated the same way on the individual integration pages, with the state next to each name. When a connector goes live we date it. That is the whole policy, and it is the reason there is no wall of logos on this page.

Buying from a supported market

The United States is the commercial launch market for Surhires and the United Kingdom is supported inbound. Support runs Monday to Friday, 8am to 8pm Eastern Time, which covers a UK afternoon and evening but not a UK morning. Sterling pricing is a conversion from the USD list price and is flagged as unconfirmed. There is no UK entity and no UK phone number.

For a lot of agencies that is a perfectly workable arrangement, particularly where the buying decision is made by the owner rather than a procurement function. For some it is not. Weigh it before the trial rather than during it.

What you get

Engagement-typed placements

Permanent and contract placements share a database but carry different required fields and invoicing.

Client records

Contacts, terms, fee percentages and rebate periods held against the client with a full activity stream.

Vacancy pipelines

Stage machines configured per client and per assignment type rather than one fixed workflow.

Submittal records

Every CV sent recorded with contact, documents, rate or salary, date and the outcome.

Database rediscovery

The sourcing agent searches your own candidates before you spend on new sourcing.

Match scoring with reasons

Each score shows which requirement drove which points, so a recruiter can disagree with it.

IR35 status recording

Inside or outside scope on the contract placement, with determiner, date and statement reference.

Right to Work fields

Document type, issue and expiry captured against the candidate, with reminders before expiry.

Extension tracking

Contract end dates surfaced before they lapse so extensions are chased rather than discovered.

Rebate window alerts

Permanent placements inside a guarantee period flagged on the pipeline dashboard.

Placement invoicing

Fee, margin and rebate terms carried from the placement into an invoice without rekeying.

Coded dispositions

Rejections recorded from a fixed list so a pattern is reportable and a decision is auditable.

WhatsApp and email cadences

Multi-step outreach on the channels candidates answer, logged against the record.

Recruiter dashboards

Outreach, reply rate, screens, interview-to-offer conversion and revenue per consultant.

Questions recruiters ask

Is this an ATS or a CRM?

Both, and the distinction matters. The applicant tracking side runs vacancy to placement. The CRM side holds client and candidate relationships that outlive any single vacancy, which is where agency revenue actually comes from. A tracker without the CRM half will keep a desk tidy but will not help it rediscover or retain anything.

Can one desk run permanent and contract at the same time?

Yes, and that is the intended case rather than an edge case. A placement carries an engagement type that determines the required fields, the stages and the invoicing model. A consultant can work a permanent vacancy and a contract assignment for the same client without switching systems or maintaining two spreadsheets.

Does it replace our pay and bill system?

No, and it does not try to. Surhires records the placement, the rate, the margin and the fee, and raises the placement invoice. Timesheets, umbrella payments, self-billing and PAYE stay in your back office. Recruitment software that pretends to be a finance system is usually poor at both jobs.

How is our data migrated from an incumbent system?

CSV and Excel import with column mapping is included, CVs can be bulk uploaded and parsed, and duplicate detection runs during the import rather than after. A migration off an established system with custom fields and attachment history is run as a scoped, paid project, because a generic importer will not handle it well.

What can we post vacancies to today?

LinkedIn and Indeed ship now. The CV-Library connector is in development and Reed is not built. Multi-board posting from one form is in build for the Wave 1 release. Until those land, post on the board's own interface and bring applicants in through bulk CV import and email capture, both of which are live.

Do you have a UK office?

No. Surhires is operated by Soor LLC in Delaware, and the United Kingdom is a supported market rather than a launch market. Support runs on US Eastern hours, sterling pricing is an unconfirmed conversion, and there is no UK phone number. If a local presence is a requirement for your procurement process, say so early.

See it against your own reqs

Bring one live role and three resumes. In twenty minutes you will see the match scores, the shortlist and the placement invoice that comes out the other end.