Agency Portal

Agency Portal docs

The Agency Portal is your command centre for running your staffing operation — shifts, workers, clients, compliance, invoicing, and payroll, all in one place.

Core Operations

Dashboard Shifts overview Creating a shift Shift groups Shift requests Clients overview Adding a client Client detail Workers overview Adding a worker Worker detail Positions Client groups Agency profile

Finance & Reporting

Timesheets Approving timesheets Invoices Generating invoices Invoice detail Payroll runs Processing payroll Financial report Hours report Payroll report

Compliance & Settings

Compliance overview Managing documents Compliance reports Audit log Team Document types