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, …
Add extra Admins to agency account
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’. …
Forward all authorised PDF timesheets to a payroll email address
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.
My agency works on a ‘week ending’, not ‘week beginning’ basis, how can I change this?
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 …
How do I change the client on a contract?
To change the client on a contract:
How do I save a timesheet as a PDF?
From the timesheet detail page you can download a PDF of your timesheet. To do this:
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.
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