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 this week

Web browser and mobile phone troubleshooting

issues, problems, app, troubleshooting

Written by Hannes Kruusvee
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

Pay & Charge rules Overview

pay rules, charge rules, getting started, guide

Written by Hannes Kruusvee
Updated yesterday

Modules overview

subscription, add-ons, trial

Written by Hannes Kruusvee
Updated over a week ago

Importing Data

Written by Hannes Kruusvee
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

Training Webinars

learning, self-learning, refresher, training

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 this week

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

PARiM Pay Manager release

Release notes, Q1 - 2022

Written by Alo Leilop
Updated this week

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

Pay and Charge Rules (BETA)

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

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

Priority List for Pay and Charge rules (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

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 this week

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, location services

Written by Alo Leilop
Updated this week

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 this week

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 this week

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

Invoicing report (Open beta)

invoicing, invoice, charging clients

Written by Alo Leilop
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