General Navigation

The system has a general 3 tier navigation 

• Main Menu
• Sub Menu
• Page options 

The screen below 

1. Main Menu - navigate to your principle areas in the system 
2. Sub Menu - Navigate within the principal area
3. Page option
   1. Summary Edit
   2. Page Save
   3. Back button

The Add Button

        This gives the user quick access to add a new booking, staff member, or client no matter where you are in the system,

         No time-consuming navigation to add new details! 

Principle Modules

• Dashboard
  • Displays metrics regarding the bookings for the current week
• Bookings
  • Booking management tools
• Timesheets
  • Lists all timesheets (Required, Unprocessed, Submitted, and Invoiced Timesheets)
  • Export to Timesheets Payroll
• Staff
  • Manage Staff Records
  • Manage Forms to Sent to Staff
  • Bring new starters from new starter forms onto the system
• Groups
  • Manage Staff Groups
• Clients
  • Manage Clients records
• Finance
  • List  and create invoices and credit notes
  • Export Invoices 
• Reports
  • Upload Staff payslips from Enrolpay payroll to post to Staff App
  • Run System reports
• Users
  • Manage Users Consultant Access and templates
  • Send Staff access to the Staff App 
• Audit Log
  • Download an audit report - this function will be added shortly
• Settings
  •