To change the client on a contract:
How to setup your agency branding
To 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. 4. Select your agency colours Select the colours you would like to use. You get two of these, a primary and a secondary …
How to add multiple recruitment agencies
To set up two or more recruitment agencies under the same login credentials follow the steps below: That’s it, simply log in as you normally would and both agencies will be there. To help distinguish between the two agencies and to prevent confusion, don’t forget to set the branding for both.
How to add or edit multiple authorisers
Setting up backup authorisers means that when a contractor’s line-manager is away or ill, someone else can authorise that contractors timesheet instead. To set up multiple authorisers, navigate to the Contracts page and double click on the appropriate the contract. Double click on the contractor that you’d like to add or amend the authorisers for. At the bottom of the …
How to download a list of timesheets
To 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.
How to set up your first contractor and authoriser
This video gives a quick demo of how to create your first contract and add a contractor and an authoriser. Once this is done, the contractor will be invited to join the system and they will be able to submit their timesheets and the authoriser will be able to authorise them. 1. Go to the ‘Contacts’ menu item on the …
How to login as an agency
Go to your agencies login page. This can normally be found at agency-name.savetrees.co.uk or is normally linked from their website or, you will have received an email through the SaveTrees system when they added you to the system as an authoriser. If you haven’t received this, that may be why you cant gain access this part of the system yet …
What does ’email not verified’ mean?
If you see ‘Email not verified’ next to a users name, it means that they have been invited to the system but haven’t signed up yet.