Choosing software for a manning agency

Map the work before choosing the software

A manning agency needs to connect the client’s requirement with an available candidate and a complete operational record. Start by mapping where vacancies arrive, who owns candidate review, how documents are checked and who receives the final handover.

Separate recruitment from any wider payroll, travel and crew rotation requirements. Confirm these independently; a recruitment platform should not be assumed to replace every operational system.

Define your minimum candidate record

• A stable candidate identifier and verified contact details.
• Role or rank, experience and availability.
• Original CV and relevant supporting documents.
• Client or job associations and the current recruitment stage.
• Responsible recruiter, next action and date.
• Document-review and placement context.

Make the client checklist explicit

Two clients may require different files for the same role. Define required document types and validity rules with the people responsible for reviewing them. Test how the checklist changes when the candidate is associated with a different client.

An expiry indicator should prompt review. It should not be treated as a substitute for checking the original document or deciding whether it remains suitable for the planned assignment.

Keep financial handover separate from recruitment access

Agree who can view fees, expenses and billing periods. Bridge95 includes finance and reporting workflows for authorized users; review the actual permissions and export fields during setup.

Run a small pilot before importing everything

1. Select a representative set of anonymized records and attachments.
2. Agree the field mapping and duplicate-review process.
3. Configure the roles, stages and client requirements.
4. Ask two recruiters to complete a handover using the pilot.
5. Inspect exports and resolve exceptions before expanding the import.

Questions to ask before signing

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