Below you'll find a list of all posts that have been categorized as “For Agencies”
Agencies, industries and countries don’t always work Monday to Sunday so if you would like timesheets to run on days that are different to this, here is how to change it. Navigate to Settings > Agency defaults > Timesheets From the dropdown, select the day of the week that you would like your timesheets to start from. Once you have …
So, it’s Monday at midday and your candidates have submitted their timesheets. Most have been authorised but a few haven’t. What do you do? Give your client a call and offer to resend the pending timesheets. To resend timesheets, simply hover over the pending timesheets you would like to send and hit the icon A toast will appear to confirm …
If you would like to add a new contract, you can do so by following the steps below: 1. Make sure you are on your administration role. 2. Navigate to ‘Contracts’ in the left hand menu. 3. Click ‘Add new contract’ and follow the steps. Note:
In 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 be very straight forward for them. So, …
If 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 action with the tooltip ‘Setup user as administrator’. …
To set the system up to automatically send authorised timesheets straight to your payroll or finance department, follow the steps below: That’s it, done.
The 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 the instructions below: That’s …
To change the client on a contract:
From the timesheet detail page you can download a PDF of your timesheet. To do this:
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 …
