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    Manage clients

    The client of each employee can be managed in the clients page. This section will explain everything you need to know about the clients including what clients are, and how to create, edit, delete, filter, and sort clients.

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    Contents
    • 1. What Are Clients
    • 2. Access Clients
    • 3. Create New Clients
    • a. Add New Client Directly
    • b. Upload New Clients
    • 4. Edit Clients
    • 5. Filter Clients
    • 6. Sort Clients

    1. What Are Clients

    Clients indicate the list of client companies of BPOs. Each client has users who can access information of their company which are called “Client Users”. Client users’ roles can be customized with roles (Click here for detail). Site admin can allow client users to add, edit and inactivate workers, payruns, payroll instruction codes, payroll instructions, payroll reports, check variance analysis, configure alerts depending on roles. Client is also specific to each worker.

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    Example Site admin creates a client named Jaguar Company, and invites a user, Jacob with permission to add, edit and inactivate Jaguar Company’s workers and payroll functions.

    2. Access Clients

    1. Go to the sidebar and select People
    2. Click Clients
    3. The clients table will show up
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    3. Create New Clients

    There are 2 ways to create new clients: a. Add New Client Directly and b. Upload New Clients

    a. Add New Client Directly

    The first way is to add a new client directly on the browser.

    1. Click Create New Client
    2. Set name (e.g. New Client)
    3. Click Save
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    4. The new client will show up in the table

    b. Upload New Clients

    It is possible to create multiple clients in Excel and bulk upload.

    1. Download Client Template. The template can be downloaded here
    Client Upload Template.xlsx23.1KB

    or you can download the template from the browser

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    1. Fill out the excel file (e.g. Name: Tiger Corporation, Legal Name: Tiger Corporation)
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    Here is an example file for you to test uploading

    Client Upload Template_Example.xlsx14.7KB
    1. Click ... then click Upload Clients
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    2. Choose your file and upload
    3. The new clients will show up in the table

    4. Edit Clients

    1. Click anywhere on the row of the client that you want to edit (e.g. New Client)
    2. Click Edit Client
    3. Edit the information as you want

      4. (e.g. Client Name: Tiger Corporation → Lion Corporation)

    4. Click Save
    5. The edited client will show up in the table

    5. Filter Clients

    You can choose desirable criteria to filter lists of clients that you want to display in the table.

    1. Click Filters
    2. Select criteria that you want to filter (e.g. Client)
    3. Set your criteria (e.g. A Corporation)
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    4. The filtered clients according to your criteria will show up in the table

    The filter can be set and edited from the bar above the table as well.

    6. Sort Clients

    The table can be sorted alphabetically and numerically in descending and ascending order.

    • If data in the selected column is alphabetic data, it will be sorted alphabetically
    • If data in the selected column is numerical data, it will be sorted numerically

    The table can be sorted by one column at a time.

    1. To sort based on that column, click on the head of a column until you get the desired sort
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    Symbols
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    Not Sorted

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    Ascending Order

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    Descending Order

    1. The sorted table will show

    Next: Manage users