Knowledge

To allow customers to access this module, you must enable its visibility in the Client Portal settings (Settings -> General).

    1.Jobs Management Screen

Customers can Create, View, Edit, and Delete their own jobs.

 1.1.      Create Job

Select the "New" function on the screen.

1.2.      Edit Job

Note: Only jobs with a "New" status can be edited. Select the "Edit" function corresponding to the record you wish to modify.

1.3.      View Job

Click on the specific Job you want to inspect.

Detail Tab: Displays general job information.

Billing Rates: Shows a detailed breakdown of the estimated costs for this Job.

Activity Log: Displays the history of actions related to the Job.

Shifts Tab: Displays all generated shifts for the Job.

Schedules Tab: Displays the detailed work schedules of the assigned temp staff.

Timesheets Tab: Displays the actual working hours logged by employees for this Job.

Invoices Tab: Displays a list of all invoices related to the Job, generated from the temp staff's timesheets.

Attachments Tab: Displays files related to the Job uploaded by staff. Customers also have the ability to upload their own files here.

Notes Tab: Used for recording private notes. These are individual notes for each user.

 1.4.      Delete Job

Conditions: To delete a job, the user must be the Primary Contact and the Creator of the Job. Additionally, only Jobs with a status of "New," "Declined," or "Cancelled" can be deleted.

Action: Select the "Delete" function corresponding to the record you wish to remove.

   2.Shifts Screen

Customers can monitor the specific shifts assigned to temporary staff through this screen.

   3.Timesheets Screen

The Timesheet screen is used to manage the actual working hours logged by temp staff for the customer's jobs.

Approval Process: Once a Temp Staff member submits a timesheet, the customer's Primary Contact can review and approve it.

How to Approve/Reject Timesheet:

• Select and view the details of a Timesheet with the "Submitted" status.
• Choose either the "Approve" or "Reject" function.

Approval Outcome: If Approved, the system automatically generates an Invoice based on the timesheet data for the customer to settle.

Rejection Outcome: If Rejected, the Timesheet is returned to the Temp Staff, allowing them to edit the details and resubmit it for approval once more.