Admin Portal Overview

Settings, modules, subscriptions

Christina McKenzie avatar
Written by Christina McKenzie
Updated over a week ago

This article is to give an overview of the sections in the Admin portal and the settings menu.

You will find the main sections on the top blue menu bar under which you will find more subcategories. The menu tabs which you see depend on which modules you have subscribed to, for example, if you have chosen the Events Module you will see the Events tab.

Some sections are only available from certain subscription plans.


Only visible in the Professional plan and higher.

On your Dashboard, the 'Action Required' section notifies you of all new updates in the system including new shift applications, client requests, timesheets that need your approval and more. You can also view a live feed of all shifts being covered by people on that specific date, upcoming shifts and positions that need to be filled in the course of the week and a quick overview of your private messages and the latest actions performed on the site. Additionally, birthday and anniversary info for the next two months is visible there.




The Schedule allows you to view all shifts that need to be covered each day including the location, required position and work hours of a specific shift.

You can easily assign those shifts to people by simply dragging and dropping the shift to a person's name. After the schedule has been fully assembled, you can publish the updates either one shift at a time or publish the whole weekly/monthly schedule – involved people will then get a notification of the shift(s) assigned to them and if their confirmation is needed, they can either approve or reject it. There is also the option of sending a rota, which will email the whole weekly schedule to everyone working that week.



Time Clock

Only visible in the Professional plan and higher.

On the Time Clock page, you can monitor your people's attendance in real-time, amend and approve timesheets and view a detailed activity log for every shift. The problem alerts will let you know whether someone is late, doing overtime or has left early. What is more, you can also view the exact clocking location on the map to make sure the people were at the location during starting or ending their shift.


Locations contain an overview and contact information of all both active and inactive locations in which your clients are situated. Clicking on a location name will take you to its profile where you can see the detailed information about that specific location such as an address, map, contact persons, preferred and banned staff members, location-specific pay and charge rates and any uploaded documents linked to the location. You can also add new locations by clicking on the “Add Location” icon and inserting the necessary information.

From under the Locations tab, you will also find the Clients page which gives an overview of all the active clients your company currently has, their contact information, and the option to add new clients.


Events - optional module

The Events page displays all upcoming and past events in either a calendar or list form. Both views display specifics about the event (what kind of and how many staff members are needed, who is the client etc) and also allow you to easily add new events by simply clicking on ‘’Add New Event’’ and filling out the necessary information fields about the event in general and the team involved.


The Absences page allows you to manage and get a quick overview of all existing employee absences. Here you can view and edit them as well as create new ones. Absences are colour coded according to the settings you have applied on your Absence settings page. You can filter the view by a staff member, specific absence type and location to find any absences.


People page displays the list of all of your employees, including their contact information, any existing certificates (and their expiration dates), and last login date and allows you to quickly and easily add new staff members to the system. Clicking on a staff member's name will take you to their profile where you can view, add and edit detailed information about them. From under the People tab, you will also find the Subcontractors list.


Pay & Charge

Only visible in the Professional plan and higher.

Contains the Pay Run for doing payroll to your employees.
Also, has the Pay rules, Charge for creating rules to automate rates.

Additionally, has the Holiday Pay and Charge rules sections to have rules for different rates on bank holidays.

Finally, has the Invoicing report for charging your clients.

Assets - optional module

Assets display all the assets your company has currently listed such as computers, uniforms etc. or the write-offs and shows whether these assets are currently in stock or signed out – in case of being signed out, you can view exactly when and to which employee the asset has been signed out to and when it is expected to be returned.


Reports allow you to build, filter and manage your own reports according to your company's needs to give you an overview of pretty much everything important going on. Reports include Timesheet Summary, Time clock, Checkpoint, Absences, Position Coverage, Revenue Summary and Action History. The latter you can use to search and filter through your entire system action log to find historical information on any action taken in the system.





Only visible in the Professional plan and higher.

The document management section allows you to upload and store any business or staff related documents and determine whether they are visible to users in the client and staff portals. You can also upload relevant documents directly on staff, location, client and event profiles.




The PARiM messaging function can be found on the top blue menu bar under the message icon. You can use it to notify staff about the open shifts, send general messages to all staff members in one go as well as message people privately.



Account Settings

The very last tab on your upper toolbar, the profile icon, allows you to access your personal profile settings, the company’s system settings, the billing and payment details as well as the subscriptions page which are all explained separately as follows.


Your profile & Personal Settings

‘Your profile’ will take you to your personal profile where you can insert and view personal information about yourself including contact details, expertise, education, employment background and important health information.
The ‘Personal Settings’ will take you to your profile as well but directly to the Settings section where you switch certain settings ON/OFF as needed.


System Settings

The System Settings page is where you can configure the system to suit your company’s processes. Here you will find all the settings related to the people, scheduling, timesheets, role permissions, absences and more. allows you to choose which information is being displayed in the portal (show upcoming shifts to employees or not etc) and also manages what kind of rights your staff members have in their portals (is it allowed for a staff member to cancel a confirmed shift in staff portal etc).

For a detailed breakdown of the System settings, please look into this article:


The billing section gives you an overview of your billing and payment history as well as recent activity, displays your payment information and current balance and if you have inserted your payment information, also allows you to pay the current balance right away. We are using Stripe as our payment gateway provider – we do not save your credit card details on the system.



The Subscriptions page gives you an overview of all the modules available. You will find the description of the current subscription plan as well as other optional modules to which you can subscribe such as Assets, Events, Check Calls, Checkpoints and SMS & Voice module which among other things allows you to send text messages to the employees.

Note: if you would like to activate the SMS & Voice Module you would need to contact us as we need to allocate a phone number to your company. This can be done via the blue bubble chat on the bottom right-hand corner of the system or send an email to

Now that you've got an overview of what you can do in the Admin portal, check out the three steps to get you started with using PARiM:

If you have a problem or a question you can't find the answer to in the help center, FAQ or anywhere else on the site, please contact us via the blue button located at the right bottom corner and we will be happy to help you out!

Did this answer your question?