Admin Portal

How to subscribe to PARiM software?

Sign up to PARiM, subscribe to PARiM

Written by Margot Seesmaa
Updated over a week ago

I forgot my password - how can I login?

Forgot password

Written by Riko Muttik
Updated over a week ago

How to change my password as Supervisor or Admin?

Written by Margot Seesmaa
Updated over a week ago

How to activate people?

Written by Margot Seesmaa
Updated over a week ago

How to resend and update people´s login details?

Change email, change password, resend login details

Written by Margot Seesmaa
Updated over a week ago

How to find System Settings?

System Settings, Scheduling Settings, superadmin

Written by Margot Seesmaa
Updated over a week ago

How to add an SIA Badge to an employee?

Written by Margot Seesmaa
Updated over a week ago

How to track Qualifications' expiry?

Qualification expiry, save view, tracking qualifications, problems

Written by Margot Seesmaa
Updated over a week ago

How to add more admin users?

Adding Superadmins, Managers and Supervisors, create new account, add new account, roles

Written by Christina McKenzie
Updated over a week ago

Is it possible to set more than one role to employee?

User roles, employee, people, Staff portal, Admin portal

Written by Margot Seesmaa
Updated over a week ago

How to use the Shared device mode in PARiM's mobile app?

Shared device, clock in, clock out, tablet, app, time clock

Written by Margot Seesmaa
Updated over a week ago

What is the difference between a Shift and a Job?

Shift, job, difference

Written by Margot Seesmaa
Updated over a week ago

Will PARiM work with my computer?

Written by Christina McKenzie
Updated over a week ago

Pay Run report - why the data is missing?

Written by Margot Seesmaa
Updated over a week ago

Why can't client see shifts on their portal?

Written by Margot Seesmaa
Updated over a week ago

Why can't people see Open Shifts?

Steps to ensure the people can see Open Shifts

Written by Margot Seesmaa
Updated over a week ago

Why PARiM is not loading correctly - 5 steps to check

Missing information, not loading correctly

Written by Margot Seesmaa
Updated over a week ago

Why don't I get an email if a person accepts/declines a shift

Notifications, superadmin, decline a shift, accept shift, email

Written by Margot Seesmaa
Updated over a week ago

Why can't I see people on the Schedule calendar?

Schedule, people, shifts, assign, contract date

Written by Margot Seesmaa
Updated over a week ago

Why aren't new rates and charges showing?

New rates, charge rate, pay rate, update rates

Written by Margot Seesmaa
Updated over a week ago

Why can't I apply pattern changes?

Editing a pattern, pattern change, pattern update

Written by Margot Seesmaa
Updated over a week ago

Why are the hours showing different on reports?

Timesheets, wrong hours, actual hours, schedule hours, reports

Written by Margot Seesmaa
Updated over a week ago

Why the data is not correct in the CSV file?

CSV file, figure, additional characters, data export

Written by Margot Seesmaa
Updated over a week ago

An overview of System Settings (standard and open beta)

system settings, onboarding, self-service, settings

Written by Alo Leilop
Updated over a week ago

Webinars

learning, self-learning, refresher, training

H

Written by Hannes Kruusvee
Updated over a week ago

How do departments work in Parim?

department, department supervisor, user documentation

Written by Alo Leilop
Updated over a week ago

Two-Factor Authentication (2FA) for administrators (Open Beta)

2FA, Two-Factor Authentication, Authentication app, code, password, passcode, code generator, log in

Written by Alo Leilop
Updated over a week ago

Quick Start: First steps

Written by Riko Muttik
Updated over a week ago

Admin Portal Overview

Settings, modules, subscriptions

Written by Christina McKenzie
Updated over a week ago

Step 1: Set up the company profile

Written by Riko Muttik
Updated over a week ago

Step 2: Add people and subcontractors

Written by Riko Muttik
Updated over a week ago

Step 3: Add clients

Written by Riko Muttik
Updated over a week ago

Download Getting Started PDF Manual

Getting started, setting up the system, uploading data

Written by Riko Muttik
Updated over a week ago

PARiM mobile app overview

Video tutorial, mobile app, PARiM app

Written by Margot Seesmaa
Updated over a week ago

How to upload our company's logo to the login page?

Written by Margot Seesmaa
Updated over a week ago

How to prompt people to log in for the first time?

First login, invitation, resend, login details, join

Written by Margot Seesmaa
Updated over a week ago

Understanding User Roles

Written by Riko Muttik
Updated over a week ago

The Structure of PARiM

Written by Riko Muttik
Updated over a week ago

How to use the filter bar?

Filters, saved view, saved search, customised filters, default view, People page, Schedule page

Written by Margot Seesmaa
Updated over a week ago

Company Terms & Conditions - Overview

Data&Privacy. How to add, edit and change terms for employment type

Written by Margot Seesmaa
Updated over a week ago

Employment Types

Contract type, full-time, employee, worker, pay schedule, working time rules, pay out

Written by Margot Seesmaa
Updated over a week ago

How to add Employment Types to multiple people?

Contract, adding contract to people

Written by Margot Seesmaa
Updated over a week ago

How to add Pay Schedule to Employment Type?

Written by Margot Seesmaa
Updated over a week ago

How to add or edit Work Time Rules for Employment Type?

Written by Margot Seesmaa
Updated over a week ago

How to edit and end Contract for Employee?

Written by Margot Seesmaa
Updated over a week ago

Work time rules

Overview, contract types, WTR, work rules, rest rules

Written by Margot Seesmaa
Updated over a week ago

Scheduling Tools

Labor cost, statistics bar, select mode, timeline view, conflicts

Written by Christina McKenzie
Updated over a week ago

Smart Schedule - Overview

Scheduling, publish shifts, assign shifts, notify about open shifts, send schedules, schedule, calendar

Written by Margot Seesmaa
Updated over a week ago

Shift actions - copy, delete, assign multiple shifts

Copy shift, move shift, select mode, actions for multiple shifts, delete shift

Written by Margot Seesmaa
Updated over a week ago

How to edit Pay Schedule for Employment Type?

Written by Margot Seesmaa
Updated over a week ago

Adding Shifts

Add shift, create shift, assign shift

Written by Riko Muttik
Updated over a week ago

Multi-shift creation

Shift for multiple dates

Written by Margot Seesmaa
Updated over a week ago

Assigning Shifts

Assign shift, allocate shift, add shift, job

Written by Riko Muttik
Updated over a week ago

How to use the ''Fill period'' option?

Fill period, assigning multiple identical shifts

Written by Margot Seesmaa
Updated over a week ago

Publishing shifts and sending schedules

Send rota, schedule, publish, notify

Written by Riko Muttik
Updated over a week ago

Delete and Unassign shifts

Cancel, unassign shifts, delete shifts, jobs

Written by Riko Muttik
Updated over a week ago

Inviting available people to apply

Notify staff, open shifts, available, applying, invite

Written by Margot Seesmaa
Updated over a week ago

Shift Statuses

Open shifts, approved shifts, shifts waiting for confirmation, shift applications, pending and completed jobs

Written by Riko Muttik
Updated over a week ago

Creating a Shift Pattern

How to create a shift pattern, repeating shifts

Written by Margot Seesmaa
Updated over a week ago

ON/OFF Shift Patterns

4 ON 4 OFF pattern, repeating shifts

Written by Margot Seesmaa
Updated over a week ago

How to Edit a Pattern?

Edit pattern, change pattern

Written by Margot Seesmaa
Updated over a week ago

How to Extend a Pattern?

Extending pattern and setting up auto-extend

Written by Margot Seesmaa
Updated over a week ago

How to end a Pattern?

Written by Margot Seesmaa
Updated over a week ago

Shift Confirmation - how does it work?

Shift confirmation, shift request, accept shift request

Written by Margot Seesmaa
Updated over a week ago

Shifts List - delete shifts, accept applications, unassign shifts

Delete multiple shifts, accept applications, confirm requests

Written by Margot Seesmaa
Updated over a week ago

Shift Cancellation Reasons

Cancel / unassign shifts, cancelled shifts report

Written by Riko Muttik
Updated over a week ago

General Availability Feature Overview

Written by Margot Seesmaa
Updated over a week ago

Marking people as 'unavailable'

Unavailable, unavailability

Written by Margot Seesmaa
Updated over a week ago

Adding and Managing Availability and Unavailability via app

Written by Margot Seesmaa
Updated over a week ago

Marking people as 'available'

Availability, available

Written by Margot Seesmaa
Updated over a week ago

Shift Tags

Written by Margot Seesmaa
Updated over a week ago

Adding an Expense to People

Add expense, staff, shift

Written by Margot Seesmaa
Updated over a week ago

Adding Jobs

Add job

Written by Margot Seesmaa
Updated over a week ago

Job Statuses

Job, status

Written by Margot Seesmaa
Updated over a week ago

Edit Shift or Job

How to edit assigned shift, edit open shift, edit job. Change shift details.

Written by Riko Muttik
Updated over a week ago

Unassigning and deleting Jobs

Cancel / unassign job, delete job

Written by Margot Seesmaa
Updated over a week ago

How to delete multiple shifts in one go?

Written by Margot Seesmaa
Updated over a week ago

Statistic Bar on the Schedule page

Tools, statistics bar, saved view, saved search, filters, tools, conflicts, time line view, labor cost

Written by Margot Seesmaa
Updated over a week ago

Holiday Pay & Charge Rules (Beta)

Written by Alo Leilop
Updated over a week ago

Pay Run report - Timesheets included setting

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - third level approval with Pay Lock

Lock, unlock timesheets, absences, jobs and expenses

Written by Margot Seesmaa
Updated over a week ago

Pay Schedule overview

Payroll manager, pay period, payout, salary, weekly, monthly, custom period

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - Unscheduled pay period

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - filter bar

Filter payroll by tags, events, people, weekday, department, lock status, location, tags.

Written by Margot Seesmaa
Updated over a week ago

How to add and edit Pay Schedules?

Payout period, weekly pay, monthly pay, custom pay

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - Conflict warning

Pay lock, conflict, warning, conflict indicator

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - Actual Hours vs Scheduled Hours

Written by Margot Seesmaa
Updated over a week ago

Pay Run report - Overview

Pay Manager, Lock, Unlock, Conflict, Timesheets, Payroll, Custom period

Written by Christina McKenzie
Updated over a week ago

Pay & Charges

Rates, charges, rate cards, position, apply to shifts, site, client

Written by Riko Muttik
Updated over a week ago

Personal Rate

Personal rate, edit, apply to shifts

Written by Riko Muttik
Updated over a week ago

How to delete a Rate or Charge Rule?

Rates and charges, delete, shifts, sites

Written by Christina McKenzie
Updated over a week ago

Deducting from pay

Written by Margot Seesmaa
Updated over a week ago

How to add new pay or charge rule? (BETA)

Written by Margot Seesmaa
Updated over a week ago

Pay and Charge Rules (BETA)

Written by Margot Seesmaa
Updated over a week ago

How to edit pay or charge rule? (BETA)

Written by Margot Seesmaa
Updated over a week ago

How to delete pay or charge rule? (BETA)

Written by Margot Seesmaa
Updated over a week ago

Special pay and charge for Bank Holiday (BETA)

Written by Margot Seesmaa
Updated over a week ago

Rule Template - how to add and use (BETA)

Add, use

Written by Margot Seesmaa
Updated over a week ago

Priority List for Pay and Charge rules (BETA)

Written by Margot Seesmaa
Updated over a week ago

HR Management / People page

People, HR, add positions, add departments, delete people, monitor qualifications, message people, add notes, export

Written by Margot Seesmaa
Updated over a week ago

Assets Management Module Overview

assets, assets management, inventory

Written by Alo Leilop
Updated over a week ago

Adding People Into the System

Add staff members, invitations, bulk upload, import

Written by Riko Muttik
Updated over a week ago

Giving access to the people portal

Written by Riko Muttik
Updated over a week ago

Account Status overview

Written by Margot Seesmaa
Updated over a week ago

How to edit Account Statuses?

Written by Margot Seesmaa
Updated over a week ago

On Hold status - how does it work?

Written by Margot Seesmaa
Updated over a week ago

Adding positions to the system

Add position, create position

Written by Riko Muttik
Updated over a week ago

Adding positions to people

Assign position, add position, people, employee, positions

Written by Margot Seesmaa
Updated over a week ago

Adding qualifications to the system

Qualification, expertise, certificates, SIA badges, licences, skills

Written by Margot Seesmaa
Updated over a week ago

Adding Qualifications to People

Add certificate, training, qualification, language

Written by Riko Muttik
Updated over a week ago

Understanding User Statuses

People, user, status

Written by Riko Muttik
Updated over a week ago

Add User Role

Add user rights, give admin or manager role

Written by Riko Muttik
Updated over a week ago

Editing permissions for roles

Permisson, user roles, manager, supervisor, superadmin

Written by Margot Seesmaa
Updated over a week ago

Last Shift - when staff last worked?

Last worked, never worked

Written by Margot Seesmaa
Updated over a week ago

How to End Contract for People?

End contract for people, Contract Ended list, previous employees

Written by Margot Seesmaa
Updated over a week ago

How to reinstate Previous Employee?

Start contract, reinstate employee, previous employees, employment period

Written by Margot Seesmaa
Updated over a week ago

Health and Look details

Written by Riko Muttik
Updated over a week ago

Adding Background Information

Written by Riko Muttik
Updated over a week ago

Adding notes to People

Notes, people

Written by Riko Muttik
Updated over a week ago

Adding documents to people

People, add document

Written by Riko Muttik
Updated over a week ago

Uploading/adding profile photos to people

Written by Riko Muttik
Updated over a week ago

Editing Main Information

Written by Riko Muttik
Updated over a week ago

Change person's password

Change password, update login details, forgotten password

Written by Riko Muttik
Updated over a week ago

Delete People

Remove people from the system

Written by Riko Muttik
Updated over a week ago

Adding assets to employees

Written by Riko Muttik
Updated over a week ago

Subcontractors

Add subcontractors, statement of work

Written by Margot Seesmaa
Updated over a week ago

How to resend a statement to the subcontractor?

Written by Margot Seesmaa
Updated over a week ago

Why don't subcontractor's shifts show on a report?

Written by Margot Seesmaa
Updated over a week ago

Notification Settings

Notifications, emails, messages, SMS

Written by Riko Muttik
Updated over a week ago

Inviting available people to apply

Notify staff, open, available, applying, invite

Written by Margot Seesmaa
Updated over a week ago

How can Superadmin receive notifications?

Notification, superadmin role, manager role

Written by Margot Seesmaa
Updated over a week ago

Mobile app push notifications

Written by Margot Seesmaa
Updated over a week ago

Messaging and emailing people

Message, email, SMS, text message, notify, notifications

Written by Margot Seesmaa
Updated over a week ago

How to Approve Timesheets as an Admin

Approve timesheet, worksheet, hours

Written by Riko Muttik
Updated over a week ago

How to create a new Department?

Add department

Written by Margot Seesmaa
Updated over a week ago

Document Management

Add document to people, location, client

Written by Margot Seesmaa
Updated over a week ago

Uploading documents to all people

Upload document, visible to staff

Written by Margot Seesmaa
Updated over a week ago

Publishing your finished schedule and sending rotas

Sen schedule, rota, publish, notify

Written by Riko Muttik
Updated over a week ago

Organising the work process

Written by Riko Muttik
Updated over a week ago

Creating shifts

Written by Riko Muttik
Updated over a week ago

Timesheets List - Actions

Approving timesheets, editing timesheets

Written by Margot Seesmaa
Updated over a week ago

Time and Attendance VIDEO introduction

Clocking, time, attendance, app, video

Written by Christina McKenzie
Updated over a week ago

Geofencing (open beta)

geofencing, clock in, clock out

Written by Alo Leilop
Updated over a week ago

Time Clock - real-time people attendance monitoring

Alerts, clock in/out, book on/off, approve timesheets, location, geolocation

Written by Christina McKenzie
Updated over a week ago

Tracking Time and Attendance

Start and end shift, notifications, alerts, app, text message, voice call, track hours, geolocation

Written by Christina McKenzie
Updated over a week ago

Timesheets List - Overview

Timesheets, approving, editing, hours

Written by Margot Seesmaa
Updated over a week ago

Time Clock - Clocking history sidebar

Activity log, actions, allowed radius, clock in, clock out, shift details

Written by Margot Seesmaa
Updated over a week ago

'Send my location' feature on app

Starting shift, clocking, location, shifts, geolocation

Written by Margot Seesmaa
Updated over a week ago

Why doesn't clocking location show on Time Clock page?

Booking on/off location, clocking, pin, out of zone, clocked in, clocked out, geolocation

Written by Margot Seesmaa
Updated over a week ago

VIDEO: How Events work in PARiM

Video introduction

Written by Margot Seesmaa
Updated over a week ago

Adding Events

Written by Riko Muttik
Updated over a week ago

Event import

Import events with CSV file

Written by Margot Seesmaa
Updated over a week ago

Delete Event

Delete event, remove event

Written by Riko Muttik
Updated over a week ago

Approve Event

Approving event

Written by Margot Seesmaa
Updated over a week ago

Copy Event

Copying event, create event, add event, event template

Written by Margot Seesmaa
Updated over a week ago

Adding & Filling Positions

Add shift, add position, events, event shifts

Written by Riko Muttik
Updated over a week ago

Event Shift Reconfirmation

How to set up and use the Shift Reconfirmation function

Written by Margot Seesmaa
Updated over a week ago

Edit Event Details

Event details, event information, event description

Written by Riko Muttik
Updated over a week ago

Event Documents

Events, document, event information

Written by Riko Muttik
Updated over a week ago

Events Calendar and Event Lists

Events calendar, event list, finished events

Written by Riko Muttik
Updated over a week ago

How to export CSV of team details for event?

CSV file, export, download data

Written by Christina McKenzie
Updated over a week ago

Setting up Absences

Absence settings, absence defaults, holidays

Written by Margot Seesmaa
Updated over a week ago

Adding and Managing Absences via Mobile App

Add absence, accept absence request, manage absences

Written by Margot Seesmaa
Updated over a week ago

Absences Overview - Holiday, Sickness, Other

Written by Margot Seesmaa
Updated over a week ago

Setting up pay types for absences

Absence, holiday, pay rate, holiday allowance, time off, sickness, sick

Written by Margot Seesmaa
Updated over a week ago

Adding Absence Types into the system

Written by Margot Seesmaa
Updated over a week ago

Tracking absences

Written by Margot Seesmaa
Updated over a week ago

Splitting absence pay between periods

Written by Margot Seesmaa
Updated over a week ago

Editing and deleting absences

Written by Riko Muttik
Updated over a week ago

Absence requests

Written by Riko Muttik
Updated over a week ago

Adding absences to people

Add absence, add holiday, holiday allowance, paid holiday

Written by Riko Muttik
Updated over a week ago

Absences Calendar

Written by Riko Muttik
Updated over a week ago

Why aren't people holidays taken out of their holiday allowance?

Holiday, profile, absence, allowance

Written by Margot Seesmaa
Updated over a week ago

Adding Locations to Client

Written by Riko Muttik
Updated over a week ago

Add People to Location's Preferred or Banned list

Add people to location, preferred people, banned people, preferred locations

Written by Riko Muttik
Updated over a week ago

Locations overview

Written by Riko Muttik
Updated over a week ago

Location actions

Written by Riko Muttik
Updated over a week ago

Location Documents

Location, add document, information

Written by Riko Muttik
Updated over a week ago

Adding notes to Location

Locations, notes

Written by Riko Muttik
Updated over a week ago

Adding department to a location

Location, department, adding department

Written by Margot Seesmaa
Updated over a week ago

Viewing and adding contact persons to locations

Written by Riko Muttik
Updated over a week ago

Editing Basic Location Information

Written by Riko Muttik
Updated over a week ago

How to adjust Location Pin's location?

Location, location pin

Written by Margot Seesmaa
Updated over a week ago

Reports Overview

Reports, data, CSV file, running reports, export data, Payroll, Revenue Summary, Timesheet Summary, Time Clock, Position Coverage

Written by Margot Seesmaa
Updated over a week ago

Action History - find out who made what change in the system and when

Action history, who made the changes

Written by Margot Seesmaa
Updated over a week ago

How to save a report filter/view?

Written by Margot Seesmaa
Updated over a week ago

SMS & Voice module guide

SMS, notifications, clock in, clock out, phone call, sms, shift start, shift end

Written by Margot Seesmaa
Updated over a week ago

Download SMS & Voice Clocking Manual

How to clock in/out via text message and voice call

Written by Margot Seesmaa
Updated over a week ago

Starting and ending shift via SMS

SMS, phone call, clock in, clock out, voice, shift start, shift end, SMS & Voice modul, pin

Written by Margot Seesmaa
Updated over a week ago

Sending schedule to people via SMS

Publish schedule, new schedule, SMS notifications, text messages

Written by Riko Muttik
Updated over a week ago

People's PIN for phone access

SMS, pin, phone access

Written by Margot Seesmaa
Updated over a week ago

Check Calls Overview

Lone worker, lone worker safety - how does it work and how to set it up.

Written by Margot Seesmaa
Updated over a week ago

Check Calls function isn't working - how to set it up?

Written by Margot Seesmaa
Updated over a week ago

Checkpoints Overview - NFC tags and iBeacon devices

Checkpoints, NFC tag, iBeacon, route, location, tracking

Written by Margot Seesmaa
Updated over a week ago

Adding NFC tag as a checkpoint

Add checkpoint, NCF tag, route, activate NFC tag

Written by Margot Seesmaa
Updated over a week ago

Client Portal Overview

Written by Riko Muttik
Updated over a week ago

Adding Clients

Written by Riko Muttik
Updated over a week ago

Viewing and Adding Contact Persons to Clients

Written by Riko Muttik
Updated over a week ago

Giving access to a client contact person

Written by Margot Seesmaa
Updated over a week ago

Adding and Editing Locations for Clients

Clients, add location, edit location

Written by Riko Muttik
Updated over a week ago

Adding Notes to Client

Notes, client

Written by Riko Muttik
Updated over a week ago

Client Documents

Client, add document

Written by Riko Muttik
Updated over a week ago

Client Feedback

Written by Riko Muttik
Updated over a week ago

Editing Basic Client Information

Client information, edit

Written by Riko Muttik
Updated over a week ago

Clients Overview

Written by Riko Muttik
Updated over a week ago