Control what venues your clients can see via their client portal. Navigate to the “Manage Clients” — “Search Clients”, find the client you would like to edit and view their profile. A new tab will exist called “Venues” where you will be able to checkbox select the venues you would like to include — exclude from view of the client. Read more »
You can create your own custom forms in the system by navigating to “System Settings” — “Form Builder”. You can create forms such as new employee application form and syndicate the form you create anywhere on the web.
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You can configure how your email signature will appear in all email communication sent out via the system. You can configure the look and contents of the email signature by going to “System Settings” then “Company Profile” and selecting the “Your Email Signature” tab. Read more »
Your company logo can replace the default logo by going to “System Settings” and “Company Profile”. On the manage company profile page you will find three tabs, click the “Your Company Logo” tab to change the logo used throughout the system. Read more »
Your own personal company profile can be managed by selecting “System Settings” then “Company Profile”. Your company profile information will output automatically in a variety of places in the system such as on your invoices, email communication and staff profile superannuation panel. Read more »
To access the search clients page select “Manage Clients” then “Search Clients”. The search clients page allows you to search for your clients by the company name or you can hit the “Search clients” button without entering a company name and all your clients in the system will be displayed. Search results will display with 1 client per line.
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To access the search staff page select “Manage Staff” then “Search Staff”. The search staff page allows you to search for your staff based on a variety of criteria or you can hit the “Search Staff” button without entering any search criteria data and all your staff in the system will be displayed. The common search criteria you can search for staff by include: Read more »
Venues are the location in which jobs take place. When creating jobs-shifts in the system you will be asked for the venue the job will take place in. Venues can be added 1 at a time or multiple venues can be added by importing your venues via a CSV file. Read more »
Uniforms are the attire your staff is required to wear whilst performing a shift. You will be asked for the type of uniform required when you create jobs in the system. To create a uniform browse to the “Edit Attributes” menu and then select “Roles”.
A role is the skill required for a staff member to perform on a shift. When you create a job you will be asked for the role the staff member is required to perform on the job. You can set roles that staff can work on via their personal profiles. The roles you set staff to work will effect what jobs they can apply for and what staff will appear when you search for staff by the role. Read more »