How does SaveTrees comply with GDPR and handle Data?At SaveTrees, we take GDPR and data protection seriously. Here’s everything you need to know.Jump to section Our commitment to GDPR Where your data is stored How we protect your data Who has access to your data Data retention policy Data breach response Our Commitment to GDPRSaveTrees is fully committed to complying …
Timesheet filters
Timesheet filtersTimesheet filters can be found on any of the timesheet pages or tabs. This includes the main Timesheet summary page (shown in the image), contact detail pages, user detail pages etc. and can be found to the right hand side of the download button.Adjusting filtersThe filter slideout offers plenty of options for narrowing down your timesheets. If you can’t …
How do I download multiple PDF timesheets in one go?
Downloading timesheets in bulkThere are various reasons why you may want to download multiple timesheets in one go. You’re a recruitment agency administrator and your client has asked for them. You are an authoriser and manage the payments to recruiters within your business, or you may be a temp or contractor and you would like to keep a record of …
How to add a new user
How to add a new userHow to add a new user Navigate to the ‘Users’ page Click on the ‘Add user’ button at the top right Fill in the details (only a full name and email address are required). Click ‘add user’ Please note that this only adds the person to the system, they do not receive an invite at …
What each user can see
Who can see what on the system?Depending on your role, you will have permission to see different information. All of this is explained below.ClientsClient list Area Field Admin Worker* Authoriser List Name Shown Shown N/A^ List Telephone Shown Hidden N/A^ List Timesheet email Shown Hidden N/A^ List Reference Shown Hidden N/A^ ^ Page not shown * May have a different …
Edit agency name
IntroductionWhether you have gone through a rebrand or you have taken over an agency and you’re absorbing the workers into your company and are taking on the SaveTrees timesheet system, you may find that you need to change the name of the agency on the system. Editing your agencies nameFirst off, head over to Settings > Agency settings and look for …
Edit user details
IntroductionThis article will help explain how you can edit user details in case they have been entered incorrectly or change.Editing a userIf you would like to change the details for a user, head over to the Users page and click on the user you would like to edit. Within the User detail page, you can hover over the box on …
Capture financials for time worked
This article will help explain how you can add financial information for new and existing workers on a per day or per hour basis and then download it.
Change the word Contractors to Temps, Workers etc.
IntroductionWhat do you call a contractor- a temp, a candidate, a worker? Whatever you call them, you’re no longer restricted to calling them a ‘Contractor’ on the SaveTrees system.SetupIf you would like to change this for your agency, head over to: Settings > Agency settings > UI customisations and fill in both the singular and plural versions of whatever terminology …
Set a reply email address for notifications
IntroductionWhen the system sends an email out, every now and then, people will respond to it. If you set up an email address in this setting box, it will send the response to this address.SetupTo set up your response address, just head to your agency Settings > Email settings. In the box titled ‘Where should user email replies go?’ toggle …
