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If outside agencies send you candidates, you can bring them into Equip instead of collecting CVs over email. Each agency gets its own agency portal, where it sees only the jobs you give it and the candidates it submitted.

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Add an Agency

Agencies live on the Agencies tab of your Organization page.
1

Add the agency and its terms

Click + Agency, then enter the Agency name, an optional Contact email, the Success fee, the Replacement guarantee and the Ownership window. These are the agency’s default terms for every job you give it.
2

Invite the agency's recruiters

On the agency’s card, type the email addresses of the people who will sign in for it. Each one gets an email with a link to the agency portal.
3

Give it a job

Open a job’s Settings, go to Sourcing, and add the agency there. See Give a Job to a Recruitment Agency.
Agency logins don’t use a recruiter seat. Someone who is already a recruiter in your organization can’t be added as an agency login, because they already see every candidate.

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Fee Terms

Equip records the terms you agree with each agency and shows them on every candidate it submits. The fee terms in force when the agency submits a candidate are saved on that candidate. Editing the agency later never changes what was agreed for candidates already submitted.
For one job with different terms, set a fee or guarantee on that job instead of editing the agency. See Give a Job to a Recruitment Agency.

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The Ownership Window

The ownership window stops two agencies from claiming the same person. Equip matches candidates by email or phone number.

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Archive an Agency

Click Archive on an agency’s card when you stop working with it. Click Restore to bring it back.
Once an agency is archived, its logins can no longer sign in to the agency portal or submit candidates. The candidates it already submitted stay in your pipeline and keep the agency as their source.