Welcome to

Client Onboarding
Agenda
Timesheet
Invoicing
Staff Replacement and Termination
Client Portal
Schedules, Holidays & Extra Hours
Pay Changes, Commissions & Bonuses
Getting Started
on Your First Day
Schedule
- Review staff schedule
- CSM sent the following:
- Onboarding email
- Calendar Placeholder
- Onboarding invite
- Staff will send a Ready to Work email
Equipment & Access To Tools
Please let us know if we need to arrange any equipment or install tools before your agents start.
Training Materials / Pre-Reading Materials
Please share any training materials needed before the staff starts.