Terminology setting

Change the word Contractors to Temps, Workers etc.

James Warrack For Agencies

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 …

Contractor detail page

Set a reply email address for notifications

James Warrack For Agencies

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, click on Email settings and it will be the second box down.  Toggle the …

Contractor detail page

How to add a new client

James Warrack For Agencies

IntroductionThere are various areas where you may want to add a new client but this is most commonly done from the ‘Clients’ page or when you’re building a new contract. Either way, when you click ‘Add client’ a slideout will appear.Client detailsPlease remember that the client is the business you are dealing with, not a person within that business- they …

Contractor detail page

How to add a contractor

James Warrack For Agencies

IntorductionTo add a contractor they must first be assigned to a contract as contracts tie together the clients and contractors. You have the option to either add multiple contractors to each contract in cases where you have several staff doing the same job and report to the same person, or you can make a new contract for each contractor you …

How to delete a timesheet (from Timesheet detail page)

How to delete timesheets from the admin role

James Warrack For Agencies

IntroductionYou may find that on occasion, you want to delete a timesheet. This should really only be done if mistakes have been made by both the contractor and client because when you do this, it removes the timesheet along with its audit trail by you (the agency admin), the contractor and the client. If you are still happy to delete …

List of pending timesheets

What does the ‘Pending’ status mean?

James Warrack For Agencies

Status types and their meaningsYou may notice that there are some timesheets in a ‘Pending’ status and wonder what this means. First, let’s take a quick look at the 3 possible statuses that you’ll see on your Timesheet summary page which are: Pending Accepted Rejected Pending This is shown when the contractor has submitted their timesheet but it has not …

Change defaults for timesheet entries

Change defaults for timesheet entries

James Warrack For Agencies

If you want contractors to explicitly enter their hours, this post shows you how to change defaults for timesheet entries from the settings section of your agency administration role. To add or remove defaults from your contractors timesheets, carry out the following: Head over to: Settings > Agency defaults > Timesheets. Go to the block that says ‘Apply the default …

Screenshot for contractor start end date editing

How to change contractor start and end dates

James Warrack For Agencies

If you would like to change a contractor’s start and/or end dates then you’ll need to do the following: Navigate to the contractor detail page (Contracts page > Contract > Contractor). Click on the pencil/edit icon in the top right of the ‘Details’ box. Change the dates as required. Hit ‘Save’. The details will be updated immediately (with an animated …

Resend timesheet authorisation email

Why aren’t emails getting through to clients?

James Warrack For Agencies

Sometimes, you may find that a client or candidate says that they haven’t received notification emails from the system. There can be various reasons for this: The email address was entered incorrectly. If this is the case, let us know and we can change it for you. The receiver’s mail system has rejected the email or dropped it. Whilst this …

Resend timesheet authorisation email

How to find your agencies brand colours

James Warrack For Agencies

If you don’t know how to find the exact colours of your logos and brand colours, there are some neat ways to get them. Option 1. Download a colour picker tool as an extension to your browser and hover over your logo and the colour you’re looking for then head over to the Branding section of the dashboard and put …