Track Placements

Track Placements

Monitor placement offers, student responses, and final placement outcomes.

Time required: 5-10 minutes per placement

Prerequisites

• Placement Manager role
• Offers sent to students
• Students accepting/declining offers

Placement Offer Workflow

┌───────┐    ┌───────┐    ┌──────┐
│ Draft │───▶│ Offer │───▶│ Join │
└───────┘    └───┬───┘    └──────┘
                 │
                 ├───▶ Rejected
                 │
                 └───▶ Cancel

State	Description
Draft	Offer created, not sent
Offer	Offer sent to student
Join	Student joined company
Rejected	Student/company rejected
Cancel	Offer withdrawn

View Placements

Step 1: Access Placement List

1. Go to Placement → Placements
2. View all placement offers

Step 2: Filter Placements

Filter	Purpose
By State	See offers at each stage
By Company	Filter by employer
By Student	Find specific student

Process Placement Status

Confirm Offer

When offer is sent:

1. Open placement record
2. Click Offer button
3. State changes to “Offer”

Mark as Joined

When student joins company:

1. Open placement in “Offer” state
2. Click Join button
3. State changes to “Join”

Mark as Rejected

If student or company declines:

1. Open placement record
2. Click Rejected button
3. State changes to “Rejected”

Cancel Offer

To withdraw an offer:

1. Open placement record
2. Click Cancel button
3. State changes to “Cancel”

Placement Details

View Offer Information

Field	Description
Student	Placed student
Partner Company	Employing company
Join Date	Expected start date
Offer Package	Salary/compensation
Training Period	Duration and type

Track via Student Record

1. Open student profile
2. Click Placements smart button
3. View all placement offers for student

Placement Reports

View Statistics

1. Go to Placement → Reports
2. Select report type

Available Metrics

Metric	Description
Total Offers	All placement offers
Accepted	Offers with “Join” state
Pending	Offers in “Offer” state
Rejected	Declined offers
Placement Rate	Joined / Total students

Company-wise Report

Track placements by employer:

• Number of offers per company
• Acceptance rate per company
• Average package per company

Student-wise Report

Track individual student placements:

• Offers received
• Interviews attended
• Final outcome

Training Season Analytics

Season Overview

From training season record:

1. View Opportunities tab
2. See all job announcements
3. Check placement statistics

Season Metrics

Metric	Description
Application Count	Total applications
Placement Impact	Percentage placed
Total Participants	Students registered

Invoice Generation

For placements with company fees:

Step 1: Access Fee Collection

1. Open placement record
2. Navigate to fees section (if applicable)

Step 2: Create Invoice

1. Click Create Invoice button
2. System generates invoice for company
3. Track payment status

Field Reference

Placement Offer (op.placement.offer)

Technical Field	UI Label	Type	Notes
student_id	Student	Many2one	Required
partner_id	Company	Many2one	Required
join_date	Join Date	Date	Default: today
offer_package	Package	Monetary	Compensation
training_period	Training Period	Float	Duration value
training_type	Training Type	Selection	month/year
state	Status	Selection	Workflow state
currency_id	Currency	Many2one	Computed
company_id	Institution	Many2one	Multi-company

View Options

Pivot View

Analyze placements:

• Rows: Partner company
• Columns: Training period
• Measures: Count, package

List View

Column	Description
Student	Placed student
Company	Employer
Join Date	Start date
Package	Compensation
State	Current status

Form View

Complete placement details with:

• Status bar
• Action buttons
• All fields

Best Practices

Regular Updates

1. Update placement status promptly
2. Track actual join dates
3. Collect feedback from companies

Data Quality

1. Ensure accurate package information
2. Verify join dates
3. Document rejections with reasons

Troubleshooting

Cannot change state

Check:

• You have manager permissions
• Current state allows transition
• Required fields filled

Student not found

Verify:

• Student record exists
• Student is active
• Search criteria correct

Package currency wrong

Ensure:

• Company currency configured
• Currency field inherited correctly

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Related: Create Placement Cell | Manage Applications