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CRM Managers & Compliance Officers
CRM Managers & Compliance Officers
How to use our CRM and Compliance Suite
By Jemma and 3 others
4 authors
19 articles
Supply Job History
Worker Availability
Agency Workers Regulations (AWR)
How to amend a booking that runs over several weeks, only cancelling some of the dates.
Unapproving Timesheets
CRM, Talent Pool & Profile
Approved Positions
Approved Subjects
Training - Adding to Workers profile
Adding an Employee Number
CRM
Approve for Supply
Offline workers
How to add Payroll Status (Offline workers)
Compliance
Background Checks
Documents & Supporting Files - Creating a document
Compliance
Expired documents
References
Approving a document