Using Parim as a manager
By Riko and 6 others7 authors218 articles
- Getting started: key steps
- Importing Data
- Admin Portal Overview
- Download Getting Started PDF Manual
- Mobile app overview for managers
- How to upload our company's logo to the login page?
- How to use the filter bar?
- How to subscribe to PARiM software?
- I forgot my password - how can I login?
- How to change my password as Supervisor or Admin?
- How to add more admin users?
- Webinar recordings
- Choosing the Right PARiM Module for Your Business
- Sample Data
- What is the difference between a Shift and a Job?
- Scheduling Tools
- Shift Task List (beta)
- Smart Schedule - Overview
- Shift actions - copy, delete, assign multiple shifts
- Adding Shifts
- Multi-shift creation
- Assigning Shifts
- How to use the ''Fill period'' option?
- Publishing shifts and sending schedules
- Delete and Unassign shifts
- Inviting available people to apply
- Shift Statuses
- Creating a Shift Pattern
- ON/OFF Shift Patterns
- How to Edit a Pattern?
- How to Extend a Pattern?
- How to end a Pattern?
- Shift Confirmation - how does it work?
- Shifts List - delete shifts, accept applications, unassign shifts
- Shift Cancellation Reasons
- General Availability Feature Overview
- Marking people as 'unavailable'
- Adding and Managing Availability and Unavailability via app
- Marking people as 'available'
- Shift Tags
- Adding Jobs
- Job Statuses
- Edit Shift or Job
- Unassigning and deleting Jobs
- How to delete multiple shifts in one go?
- Statistics Bar on the Schedule page
- Publishing your finished schedule and sending rotas
- Organising the work process
- Creating shifts
- Setting up Absences
- Adding and Managing Absences via Mobile App
- Absences Overview - Holiday, Sickness, Other
- Setting up pay types for absences
- Adding Absence Types into the system
- Tracking absences
- Splitting absence pay between periods
- Editing and deleting absences
- Absence requests
- Adding absences to people
- Absences Calendar
- Become a Scheduling Pro: 7 Tricks for Scheduling Efficiency
- Shift importing
- Timesheets List - Actions
- Geofencing
- Time Clock - real-time people attendance monitoring
- Tracking Time and Attendance
- Timesheets List - Overview
- Time Clock - Clocking history sidebar
- 'Send my location' feature on the app
- Why doesn't clocking location show on the Time Clock page?
- How to Approve Timesheets as an Admin
- Timesheets List - filtering out problematic timesheets
- Adding Locations to Client
- Add People to Location's Preferred or Banned list
- Adding Qualifications to Locations
- Locations overview
- Location actions
- Location Documents
- Adding notes to Location
- Adding department to a location
- Viewing and adding contact persons to locations
- Editing Basic Location Information
- How to adjust Location Pin's location?
- Client Portal Overview
- Adding Clients
- Viewing and Adding Contact Persons to Clients
- Giving access to a client contact person
- Adding and Editing Locations for Clients
- Adding Notes to Client
- Client Documents
- Client Feedback
- Editing Basic Client Information
- Clients Overview
- Two-Factor Authentication (2FA) for administrators
- How do departments work in Parim?
- Understanding User Roles
- Using Qualifications as a requirement
- How to activate people?
- How to resend and update people´s login details?
- How to add an SIA Badge to an employee?
- How to track Qualifications' expiry?
- Is it possible to set more than one role to employee?
- How to prompt people to log in for the first time?
- HR Management / People page
- Assets Management Module Overview
- Adding People Into the System
- Giving access to the people portal
- Account Status overview
- How to edit Account Statuses?
- On Hold status - how does it work?
- Adding positions to the system
- Adding positions to people
- Adding qualifications to the system
- Adding Qualifications to People
- Understanding User Statuses
- Add User Role
- Editing permissions for roles
- Last Shift - when staff last worked?
- How to End Contract for People?
- How to reinstate a Previous Employee?
- Health and Look details
- Adding Background Information
- Adding notes to People
- Adding documents to people
- Uploading/adding profile photos to people
- Editing Main Information
- Change person's password
- Delete People
- Adding assets to employees
- How to create a new Department?
- Employment Types
- How to add Employment Types to multiple people?
- How to add Pay Schedule to Employment Type?
- How to add or edit Work Time Rules for Employment Type?
- How to edit and end Contract for Employee?
- Work time rules
- Document Management
- Uploading documents to all people
- Document Access and Visibility
- Digital Employee ID Card for employees
- Pay & Charge rules Overview
- PARiM Pay Manager release
- How to edit Pay Schedule for Employment Type?
- Adding an Expense to People
- Holiday Pay & Charge Rules
- Adjusting the pay rates due to the National Minimum/Living Wage (NMW/NLW) increase
- Pay Run report - Timesheets included setting
- Pay Run report - third level approval with Pay Lock
- Pay Schedule overview
- Pay Run report - Unscheduled pay period
- Pay Run report - filter bar
- How to add and edit Pay Schedules?
- Pay Run report - Conflict warning
- Pay Run report - Actual Hours vs Scheduled Hours
- Pay Run report - Overview
- Deducting from pay
- Pay and Charge Rules
- How to add new pay or charge rule?
- How to edit or update pay or charge rule?
- How to delete pay or charge rule?
- Priority List for Pay and Charge rules
- Rule Template - how to add and use
- Invoicing report
- Web browser and mobile phone troubleshooting
- Why cant employees cancel shifts?
- Pay Run report - why the data is missing?
- Why can't client see shifts on their portal?
- Why can't people see Open Shifts?
- Why PARiM is not loading correctly - 5 steps to check
- Why don't I get an email if a person accepts/declines a shift
- Why can't I see people on the Schedule calendar?
- Why can't I apply pattern changes?
- Why are the hours showing differently on reports?
- Why the data is not correct in the CSV file?
- Updating PARIM App
- How to report bugs to PARiM customer support?