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Separate Client Rates

Posted 6:52 am by propagate & filed under Client Invoices, Common Questions, Editing Attributes, Getting Set Up, Hints & Tips, Latest Updates, System Settings.

When creating a shift you can now choose two separate rates for each shift, one for the employee rate and one for the client rate. Read more »

Custom Attributes

Posted 7:41 am by propagate & filed under Editing Attributes, Getting Set Up, Managing Your Staff, Staff Communication, Staff Profiles, System Settings.

You can add custom employee attributes that are unique to your company by browsing to “Edit Attributes” “Custom Attributes”. Custom attributes will be displayed by viewing a staff profile under the “Custom Attributes” tab. Read more »

Form Builder

Posted 5:38 am by propagate & filed under Common Questions, Getting Set Up, Hints & Tips, Managing Your Staff, System Settings.

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.
Read more »

Editing your email signature

Posted 7:13 am by propagate & filed under Common Questions, Getting Set Up, Hints & Tips, Staff Communication, System Settings.

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 »

Company logo

Posted 6:27 am by propagate & filed under Common Questions, Getting Set Up, Hints & Tips, System Settings.

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 »

Company profile

Posted 3:17 am by propagate & filed under Common Questions, Getting Set Up, Hints & Tips, System Settings.

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 »

Adding new clients and importing a client list

Posted 7:19 am by propagate & filed under Client Profile, Getting Set Up, Managing Your Clients.

You can create new clients by going to the ” Manage Clients” drop down menu and selecting “Add Client”. On the “Add Client page you will have the choice of adding one client at a time manually using the “Add Client Form” or importing multiple clients using the “Import Clients” module. Read more »

Sending a welcome staff email

Posted 7:33 am by propagate & filed under Getting Set Up, Staff Communication.

New staff that are created in the system can be sent a welcome staff email that you can customise to suit your requirements. Welcome emails can be sent manually or set to auto send every time a new staff member is created. Read more »

Getting started with the set up wizard

Posted 3:06 am by propagate & filed under Getting Set Up.

The set up wizard is available the first time you login to the system. The setup wizard is designed to guild you through the process of getting enough data into the system to be able to create your first job. Read more »

Adding new staff and importing a staff list

Posted 5:43 am by propagate & filed under FAQ's, Getting Set Up.

There are multiple ways you can add staff to the system. You can add staff manually one at a time or via the import wizard. Learn the process of importing, fixing import errors and completing a successful import of staff Read more »

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