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Admin Portal
Admin Portal
199 articles in this collection
Written by
Riko Muttik,
Christina McKenzie,
and
Margot Seesmaa
FAQ
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
Troubleshoot
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
Getting Started
Admin Portal Overview
Settings, modules, subscriptions
Written by
Christina McKenzie
Updated over a week ago
Quick Start: First steps
Written by
Riko Muttik
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
Knowing PARiM
The Structure of PARiM
Written by
Riko Muttik
Updated over a week ago
Understanding User Roles
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
Employment Types
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
Schedule
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
Delete and Unassign shifts
Cancel, unassign shifts, delete shifts, jobs
Written by
Riko Muttik
Updated over a week ago
Publishing shifts and sending schedules
Send rota, schedule, publish, notify
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
Pay Manager
Pay Run report - Timesheets included setting (BETA)
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 (BETA)
Written by
Margot Seesmaa
Updated over a week ago
Pay Run report - filter bar (BETA)
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
Lock, un-lock, locking history, pay period
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
Conflict warning in Pay Run (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
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
People
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
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
Managing Assets
Written by
Riko Muttik
Updated over a week ago
Subcontractors
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 reports?
Written by
Margot Seesmaa
Updated over a week ago
Notifications
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
Worksheets
How to Approve Timesheets as an Admin
Approve timesheet, worksheet, hours
Written by
Riko Muttik
Updated over a week ago
Departments
How to create a new Department?
Add department
Written by
Margot Seesmaa
Updated over a week ago
Documents
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
Schedule workflow
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
Time and Attendance
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
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
Events
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
Absences
Setting up Absences
Absence settings, absence defaults, holidays
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
Locations
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
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
Pay Run report
Payroll, pay schedule, payout, pay period, locking, timesheets
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 and Voice module
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
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
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
Clients
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