Migrate active customer orders, assignment references, effective rate arrangements and unresolved commercial reviews before considering historical applicant data. Reconcile billed periods, approved unbilled hours and open credits with finance. Transfer sensitive candidate or worker information only where the approved operating design requires it, with access and source ownership explicitly defined.
Understand the decision
A changeover may fall between a worker's submission and the customer's approval, or after billing but before a credit decision. The opening position needs to retain those states. Permanent placements and temporary assignments should also remain distinguishable so their commercial obligations are not forced into one generic template.
Work through the requirements
- Map assignments and effective commercial terms.
- Reconcile billing periods and pending reviews.
- Review sensitive-data necessity and permissions.
| Record or decision | Why it matters |
|---|---|
| Assignment mapping | Connects source references and target orders. |
| Period reconciliation | Explains billed and approved unbilled quantities. |
| Data-access register | Defines necessary information and authorized roles. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A broad recruitment export can introduce unnecessary sensitive information while still missing billing approvals. Prioritize active commercial continuity, preserve pending decisions and reconcile assignment periods before allowing the new records to drive customer invoices.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Staffing agencies in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: sales quotations and invoicing methods ↗Odoo 19: timesheet configuration and recording ↗Odoo 19: project management ↗