Getting Started
Client
Compliance
- Expiring Candidate Files
- How To Request A Candidate Right To Work Check
- Right To Work for the candidate
- Welfare Report
- Do Not Use
- Booking Restrictions
CRM Settings
- Custom Tagging
- Client and Location Search in the CRM
- Push Notifications
- Using Filters on the CRM
- How to Export a CSV from the CRM filter
- Document Status
E-sign
- Conditional Fields
- How To Manually Un-Assign A Document, Video Or Form
- How To Manually Assign A Document, Video Or Form
- How to Auto Assign a Form
- How to add a Video or Document
- How to add a Video
Referencing
Shift Manager
- Bulk Update of Rate’s
- Exporting Shift Rotas onto PDF or Excel (CSV)
- Creating a One off Shift
- How to filter First Shifts
- Adding an Absence
- How to edit a Quick Fill Shift