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Add a new agency

You can add a new agency to the system to use on the rota, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

To add a new agency to the system, follow the steps below:

  1. Depending on your configuration, click Configuration or System Admin.

  2. Click Settings, then expand Module Settings.

  3. Expand General, then select Agencies.

  4. In the top right, click Add Agency.

  5. Enter the agency name, any admin fees and job types.

  6. Click Save.

πŸ“ŒNote: You can add the workers from the new agency to a rota by clicking Borrow / Agency and then selecting Agency Worker.


Change agency details

To make changes to your agency staff, follow the below steps:

  1. From the left-hand menu click Configuration then click Settings.

  2. Click Module Settings then select General.

  3. Select Agencies then click the agency worker and make the changes.

  4. Click Save.

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