How to set up a contractor and authoriserIn this guide we’ll run you through adding a contractor and an authoriser to a contract. Once you have completed this task, you will have invited both parties to the system and they will be invited and given a nice user friendly experience that hides any options they don’t need and everything should …
How to add extra admins for your recruitment agencyIf you would like to add an additional admin to your account, you can do this yourself by following the steps below: 1. Make sure you are on your administration role. 2. Navigate to ‘Users’ in the left hand menu. 3. Find the user you are looking to promote and click the …
How to forward authorised timesheets to a central payroll email automaticallyTo set the system up to automatically send authorised timesheets straight to your payroll or finance department, follow the steps below: Make sure you are on your administration role. Navigate to Settings > Email settings. Set the toggle switch to ‘Yes’. Enter the email address you wish to send the …
Changing timesheets to week beginning/endingThe default for the system when you first join, is to request time entries on a ‘beginning’ basis i.e. week beginning or month beginning. However, we appreciate that this doesn’t work with the processes in place with every agency, so you can change this to a week or month ending instead. To make the change, follow …
Changing the client on a contractTo change the client on a contract: Navigate to the contract detail page Click on ‘Contracts’ in the left hand menu. Select the contract you would like to change. Make the change In the ‘Details’ box, hover over the client name and click. If the client is already in the system, Search for them or …
Downloading a timesheet as a PDFFrom the timesheet detail page you can download a PDF of your timesheet. To do this: Go to Timesheets (in the left hand menu) and then select the timesheet you want to view the detail for by clicking on it. Once you’re there, you should see “Timesheet detail” in the top centre of the page. …
Making the system look like your ownTo set up the system so that it complements your own branding, follow the steps below:1. Login and navigate to your administration role and then select ‘Settings’ on the left hand menu.3. Click on branding.3. Click on branding.4. Select your agency colours Select the colours you would like to use. You get two of …
Add multiple recruitment agencies to your accountTo set up two or more recruitment agencies under the same login credentials follow the steps below: Set up the first using the email address that you would like to use for both, confirm the account from the email that you receive and once you’re logged into the system, log out. Navigate to the …
IntroductionThis article will show you how to add or change primary and non-primary authorisers after the contractor has already been added to the contract. Jump to Adding new authorisers Editing existing authorisers Terminology Primary authorisers. These users receive notifications when the contractors that they are marked as ‘Primary’ for, submit a timesheet. Non-primary authorisers. These aren’t explicitly selected, they are …
Downloading a list of timesheetsTo download a list of timesheets in order to process them for payroll carry out the following: 1. Log in and navigate to the authorising role for your agency. 2. Click on the ‘Timesheets’ button on the left-hand menu. 3. Click on ‘download entries’ on the top-right.
