# Placement settings

> Configure the placement types and form templates your delivery workflow uses.

_Collection: Pipeline Outcomes & Placements (submittals-placements) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/placement-settings/_

**Settings → Placements & invoicing** (the page itself is titled **Placements**) is where workspace admins — Owners and Admins — shape the placement workflow.

## Placement types and templates

Kepler seeds **Permanent**, **Contract**, **Retained** and **Temporary** placement types, and admins can create additional types or archive and restore existing ones. Each type has a **form template**: the set of fields the placement form shows for that type. The seeded defaults (base salary and equity for permanent; day rate, margin and extensions for contract; hourly and charge rates for temporary) can be tailored:

  - Add, rename or remove fields per template.

  - Field types: Text, Number, Currency, Percent, Date, Yes / No and Select.

  - Fields can also be marked **Required**; Select fields need one or more options.

  - Fee income is a standard placement finance field. **Consultants** is a standard Details field: each placement needs at least one consultant and shares must total **100%**. **Payment split**, **Mandate signed** and **Milestone reached** are editable fields seeded on the Retained template, so you can rename or remove them.

## Consultant defaults

Admins can set a **Consultant defaults** rule on the same page. Choose the Application recruiter, Job owner or Candidate owner for each line, set its share, and add lines when a placement commonly has more than one consultant. The first line is the **Lead**, and the rule must total **100%**. Tick **When the same person fills two roles, merge their shares** to combine one person's shares into a single line. Anyone who can edit a placement can still adjust its Consultants on the Details tab.

## Tips for clean templates

  - Keep templates lean — every field you add is a field consultants must fill. Capture what you report on; the rest belongs in notes.

  - Prefer selects over free text for anything you'll aggregate ("fee basis", "rebate terms").

  - Match your accounting language — if finance says "charge rate", don't call it "bill rate" here.

> **WARN:** Template changes affect how new placements are captured and how existing ones group in reports. Add fields freely; rename or repurpose existing ones deliberately.