Management Mobile App

Our Management App allows all Staff Portal Users to log in and complete the below actions

Please download it from here

• https://play.google.com/store/apps/details?id=com.entire.entirehrmanagement&hl=en_CA&gl=US&pli=1

• https://apps.apple.com/au/app/entirehr-workforce/id1492434142

Add New Client

1. Click the Plus Icon

   Open

   

2. Fill in all mandatory Fields

   Open

   

    

3. Click Save and you will be informed if it has been save successfully

How it updates/looks within the Staff Portal

Staff Portal Process - How to Create New Locations

Therefore it appears as a new client for you to update further

Update Client Details

1. Select Client Location

   1. You are able to search for a specific client or scroll through

2. Click Edit

3. Update Feilds as required and click save

How it updates/looks within the Staff Portal

It would update all of this information as required - How to search and edit a Locations profile

Update Notes

1. Select Client Location

   1. You are able to search for a specific client or scroll through

2. Select Notes

3. Select which note you would like to update. You have the following areas to update

4. Type in notes and Save - Please note this will be time stamped

5. When saved you will receive this

How it updates/looks within the Staff Portal

Within the portal these notes are in separate sections - please see below where they appear

• Client Contact - Entry - Important Member - Parking

• Description and Capacity

• Relationships and Objectives - Marketing - Visit Notes - Communication

  • Access through here - Profiles Tab - Clients

Log Meetings Notes with Check in and Check out

1. Press to Check-in

2. Now click Meeting Icon

3. Now fill in all Mandatory Details

4. Click the Calendar Icon to Add an Appointment which will update to your personal calendar if permissions approved

    

5. Click Save

6. Check out when the Meeting is completed

    

How it updates/looks within the Staff Portal

All of this information flows into the Contact Log

Regarding the Masters that can be updated so you can tailor your options are linked below

Upload Paper Timesheets on behalf of members

You are able to upload timesheets on behalf of members via the app which will update the finance applications

You can upload single or multiple timesheets at a time

Single

1. Select Timesheet and this will open to “Single” option

2. Complete Date Member Name and then Upload Photo - You do not have to upload a docket number as this is automatically updated when saved

3. Click the Arrow - This will update and tell you it has been successful with a docket number

Multiple

1. Select Timesheet and this will open to a single option - Please change to Multiple

    

2. Complete the Member Name and then the outstanding timesheets will load

    

3. Select the Dockets you would like to upload and click done - Confirm Yes