Help Center
In Help, scheduled workers are often called Resources in the app; marketing pages say People. Step-by-step product manuals for admins and operators: setup, planning depth, invoicing, reports, settings, portals, and master data.
Workspace setup
Setup: Quick Setup, personal setup for invited people, and Full Setup with master data.
- 01View Getting started
Getting started
Choose Quick Setup, Personal setup for an invited Resource (person) or Client, or Full Setup, and walk the short paths end to end.
- 02View Company basics in Full Setup
Company basics in Full Setup
Complete profile, company info, Workflow Settings, and localization in the wizard.
- 03View Logo and team
Logo and team
Add your company logo and invite colleagues during Full Setup.
- 04View Industries and services
Industries and services
Pick industries first, then define the functions and roles you deliver.
- 05View Clients, locations, and projects in setup
Clients, locations, and projects in setup
Load commercial structure in Full Setup: clients, then locations and projects.
- 06View People and finish setup
People and finish setup
Add people (resources), complete Full Setup, and land on Overview.
Day-to-day planning
Shifts, people, clients, qualifications, rates, invoicing, and reports.
- 01View Planning the first shift
Planning the first shift
Create a shift, assign someone, and move toward approval.
- 02View People and availability
People and availability
Add people (or other capacity) and set weekly availability planners can trust.
- 03View Managing time off
Managing time off
Record absences so planners can see who is available and do not schedule people as if they were free.
- 04View Clients, locations, and projects
Clients, locations, and projects
Structure where and for whom you deliver before you scale shifts.
- 05View Qualifications and assignment
Qualifications and assignment
Capture service and people requirements for better assignment.
- 06View Rates: the rate that applied that day
Rates: the rate that applied that day
Change rates without rewriting history: close periods and open new ones.
- 07View Approving work and invoicing
Approving work and invoicing
Mark completed shifts as approved, then create invoice documents.
Planning in depth
Overview queues, the Shifts board and views, create and assign, status confirmations, breaks, and approve hours through to the Invoice Queue.
- 01View Overview: what needs your attention
Overview: what needs your attention
Start on Overview: see which shifts need action, then jump in one click to the right Shifts tab.
- 02View Shifts board and views
Shifts board and views
Learn the four Shifts tabs, client/project filters, and switching between list and calendar (day/week/month).
- 03View Create and assign shifts
Create and assign shifts
Create shifts in the table or dialog, including shifts that cross midnight. Assign manually, or use Smart Assign: availability and requirements, you confirm.
- 04View Status confirmations
Status confirmations
Confirm or refuse assignments, handle change requests, and get work to Scheduled.
- 05View Breaks on shifts
Breaks on shifts
See the project break policy, register unpaid breaks on create and at verification, and know what belongs under Company (ORT schemes).
- 06View Approve hours and the Invoice Queue
Approve hours and the Invoice Queue
Approve completed hours, then send them to the Invoice Queue as Ready for invoicing.
Workspace settings
Settings hub, users and roles, appearance, language and formats, security and notifications, plus data, import, and billing when available.
- 01View Settings hub
Settings hub
Open Settings as your control center: three sections of cards, only what your permissions allow: then drill into users, security, appearance, and more.
- 02View Users and roles
Users and roles
From Settings → User Management: list people, switch Users/Roles tabs, and change someone’s organizational role on the edit page.
- 03View Appearance, language, and formats
Appearance, language, and formats
Tune how the app looks (Appearance) and how dates, times, numbers, and currency display (language, region, and formats): personal settings that apply immediately.
- 04View Security, sessions, and notifications
Security, sessions, and notifications
Protect your account (password, email, MFA), review where you are signed in, and choose which notifications you get and how: three personal Settings pages.
- 05View Data, import, and billing
Data, import, and billing
When your role and mode show the cards, retain, back up, or export data, bulk-import CSV, and manage Invoicing and subscription (in the app: Billing & Subscription).
People portal
Portal home, My Shifts and confirmations, availability and time off, and the document vault, for invited people.
- 01View People portal home
People portal home
Land on My Dashboard: hours and shift stats, upcoming work, an out-of-office banner when relevant, and clear paths into My Shifts and the document vault.
- 02View My Shifts in the people portal
My Shifts in the people portal
Your shift hub: My Shifts, Available Shifts, and Verify / Disputes: list or calendar, apply for open work, confirm or refuse assignments, and subscribe via iCal.
- 03View Availability and time off from the portal
Availability and time off from the portal
From the Resource sidebar, keep Weekly Availability and Out of Office current so planners can see who is available and do not schedule people as if they were free.
- 04View Document vault
Document vault
Upload and track qualification documents from the people portal: status badges, replace a file, and wait for planner verification.
Client portal
Client overview, requesting and reviewing shifts, plus invoicing and contracts for invited client contacts.
- 01View Client portal home
Client portal home
Land on the Client Dashboard: welcome, project and shift stats, Active Projects, Upcoming Shifts or Recent Invoices, and clear paths into Request Shift, Shifts, and billing.
- 02View Shifts from the client portal
Shifts from the client portal
Open client-scoped Shifts, request new coverage (Request Shift / Request a New Shift), and track My shift requests you submitted.
- 03View Invoicing and contracts for clients
Invoicing and contracts for clients
Here you review invoices and contracts for your organisation. Generating from approved work, bulk send, and UBL or PDF belong with the planner or the agency finance team.
Invoicing
Invoice hub, generate from approved hours, view documents, and email or export PDF/UBL.
- 01View Invoicing hub
Invoicing hub
Open Invoicing. You see KPI cards, filters, the invoice list, and the path to Generate Invoice for agency finance.
- 02View Generate and preview invoices
Generate and preview invoices
Open Generate New Invoice, choose period, client, and project, and load shifts that are Ready for invoicing. Check the generated lines, preview, and save.
- 03View View invoice and documents
View invoice and documents
Open View Invoice for one record. You see Invoice Summary, Invoice Items, and the Documents tabs (Invoice, Details, UBL XML). Then you can download, edit, or return to the list for email.
- 04View Email and export invoices
Email and export invoices
Open Email Invoice Documents from Invoicing (Compose / Preview). Use Email Selected for bulk, or export as PDF, Detailed PDF, or UBL.
Reports
Reports hub, operations and people reports, plus finance and setup health.
- 01View Reports hub
Reports hub
Open Reports. Set a shared date range, browse Operations, Workforce, Finance, and Data quality, mark favorites, and open a report with your period.
- 02View Operations reports
Operations reports
Walk Shift analytics, Coverage & fill rate, and Exceptions & quality: KPIs, trends, and Export dialog: with Hours per month linked as a sibling.
- 03View Workforce reports
Workforce reports
Open Workforce capacity and the Out-of-office report to read utilization, demand vs supply, and who is away: before you over-promise staffing.
- 04View Finance and setup reports
Finance and setup reports
Open Invoicing & collections, Freelance margin, and Setup health: aging and revenue, freelance profitability, and missing rates/availability blockers.
People, clients & company
Maintain people, clients, and company records after setup: list, view, create, and edit in the live product.
People
Maintain people records: list, view, create, edit, rates, and qualifications.
- 01View Resources: list, view, create, edit
Resources: list, view, create, edit
Resources is the app hub for people you schedule (employees, freelancers, other types). Use Business → Resources to find people, open their detail, add someone new, and keep profiles current.
- 02View Resource rates
Resource rates
Rates on a person (Resources → Rates). Invoicing uses the rate that applied that day.
- 03View Resource qualifications
Resource qualifications
Open Business → Resources → Qualifications to assign qualifications to a person so planning and Smart Assign can match them to the right work.
Clients
Maintain clients, locations, projects, contracts, rates, and qualifications.
- 01View Clients: list, view, create, edit
Clients: list, view, create, edit
Use Business → Clients to find customers, open their detail page, add a new client, and keep commercial identity current.
- 02View Client locations
Client locations
Maintain work sites under Business → Clients → Locations: list, view, create, and edit addresses planners use on shifts.
- 03View Client projects
Client projects
Group delivery under a client with Business → Clients → Projects: list, view, create, and edit projects shifts attach to.
- 04View Client contracts
Client contracts
Keep billing agreements under Business → Clients → Contracts: list, view, create, and edit contracts invoicing can rely on.
- 05View Client rates
Client rates
Open Business → Clients → Rates to maintain what you charge each customer. Invoicing uses the rate that applied that day.
- 06View Client qualifications
Client qualifications
Open Business → Clients → Qualifications to assign requirements to a customer so planning can match the right people and services.
Company
Company profile, industries, ORT (irregular-hours premium), services, and team.
- 01View Company hub and profile
Company hub and profile
Use Business → Company as the tenant control center, then Profile tabs for information, billing, logo, and workflow preferences.
- 02View Industries
Industries
Choose which industries your company serves, then open an industry to see linked services, clients, resources, and irregularity types.
- 03View ORT (irregular-hours premium)
ORT (irregular-hours premium)
Define overtime, night, and other rate multipliers per industry, then link them to services so invoices calculate premium hours correctly.
- 04View Services
Services
Maintain the catalog of what you sell: name, industry, rate, and description. Set up clients and requirements quickly when you need a faster start.
- 05View Team
Team
See who has access to your company, invite new members by email and role, and open member edit in Settings when you need to change an existing user.