Client Profile Management
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      Online Permission Overview

       

      Online Permissions

      Allow access for client to review timesheets

       YES OR NO - Professional Portal Access

      Enable system-generated digital timesheets for location

       YES OR NO - If you use Digitial Timesheets

      Allow the recording GPS location when Member(s) checks into the location

      YES OR NO - This is used for the Checkin and Checkout feature

      Allow the client to search for preferred personnel

       YES OR NO - Professional Portal Access

      Show location documents to members

       YES OR NO - If you have locations uploaded to a client change this to yes to show to your member

      Required Delivery location for member to submit Timesheet

       YES OR NO - If a Delivery Location is MANDATORY to be able to submit their timesheet

      Allow members to access shift worth estimations

       YES OR NO - For staff to see a rough pay rate for their shift - This only works if you have the finance portal

      Release shifts for this location across the nation

       YES OR NO

      Show the 'Add to Calendar' Icon in member app

       YES OR NO - For them to save their shifts to their personal phone calendar

      Show shift history for this location in the member portal

       YES OR NO - for members to see their shift history via the app

      Show client compliance rules in client portal

       YES OR NO - Professional Portal Access

      Mandate the shift document upload in timesheet submission by the member.

       YES OR NO - In additional to Timesheet

      Choose one or more Shift Task Group to allow members to submit their responses.

       For more information Digital Timesheet – Shift Tasks Checklist

      Allow the client the ability to release a shift from the client portal - New Booking

       YES OR NO - Professional Portal Access

      Allow auto push notifications to be sent to members if client assigns a shift - New Booking

      YES OR NO - Professional Portal Access

      Allow auto SMS notifications to be sent to members if client assigns a shift - New Booking

      YES OR NO - Professional Portal Access

      Turn on auto alerts via Email / SMS to internal staff for client portal - New Booking

      YES OR NO - Professional Portal Access

      Select Yes - then Email Template and Staff Name of who receives it