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Help for Admins
Guides for agency admins managing workers, authorisers, and timesheets.
Signing in & account
Timesheets
Clients, contracts & people
- How Clients, Contracts, Workers and Authorisers fit together
- How to add a new client
- How to add a new contract
- How do I change the client on a contract?
- How to add a contractor
- How to set up a contractor and authoriser
- How to add or edit multiple authorisers
- How to change contractor start and end dates
- An overview of the Worker summary page
- How to add a new user
- Edit user details
- Add extra Admins to agency account
- What each user can see
- How to add multiple recruitment agencies
Emails
Settings & branding
- Edit agency name
- Change the word Contractors to Temps, Workers etc.
- How to setup your agency branding
- How to find your agencies brand colours
- Timesheet Templates
- Custom Field Types
- Capture financials for time worked
- Change defaults for timesheet entries
- Change timesheet start days
- My agency works on a 'week ending', not 'week beginning' basis, how can I change this?
Timesheet examples
Looking for something else? Help for Workers · Help for Authorisers