All Collections
Recruiter
Explanation of the Job Type usage (Public Jobs only)
Can I view the job details from the Roster View?
Viewing/Actioning Timesheets from the Assignment Information page
Accepting an assignment petition created by a client for assignment extension
How do I add a candidate to a client's preferred candidates (without a petition from a client)?
How do I action a Client's preferred Candidate petition?
How do I check the list of preferred candidates for a client?
App Templates
Information about File custom attributes, File Compliance Categories and File compliance
How to use Client Groups Management
Object Ownership
Creating Teams/Hierarchy Tree
What is data segregation?
Timesheet Importer
Where can I find the Compliance reports?
TempBuddy Terminologies
How does the rating system work on TempBuddy?
Business Intelligence / Exago Training Materials
Recruiter Training Videos
Candidates' Billing Method
How do I delete a client?
Explanation of the icons in the Candidates' profile >> Communication tab
Explanation of the 'All Timesheets' page
How can I cancel a candidate from an assignment and re-assign it to someone else from the Roster View?
Candidate Roster View
Can I use sort/filter to search through the recruiter list?
Is there a way to quicken my search through the jobs posted?
How do I record and track the status of the number of consent emails sent and updated?
How do I initiate the GDPR consent email?
How can I access/customise the GDPR emails?
How do I enable the GDPR Compliance?
GDPR FAQs
Admin User Vs Recruiter User
How do I import clients into the system?
How to create Rate Templates (Complex Billing Templates)
FAQs about offline checks
How much space does the TempBuddy App require?
Accepting shift petitions from the candidates
Close/Reduce Job positions with reasons
Job status: Active & Closed
Override candidate's availability from the calendar
Attaching/sending files while advertising a job to a candidate pool
Attaching/sending files to candidates/clients while assigning a candidate to a job
Finding candidates who are available at a specific time
Accepting a job petition created by a client
Error editing timesheets
Generate timesheet by client
How to add Prism Keys to your TempBuddy Instance
Why does the payrate that I set on a job change to some other rate when the assignments are sent out?
Setting up Compliance
How do I edit a worker's timesheet? (Recruiter portal)
Timesheet Dispute Feature
What is the 'Find my Worker' feature for?
Explanation of the icons against the check in/out messages on the Candidate's Communication tab.
Is there a way to find out which recruiter created the job?
Setting up the IVR system for workers to check in/out of assignments
Can I retrieve/regenerate timesheets that are deleted?
Where do I fill in the Social Security Number/National Insurance and Bank account for the workers?
How do I move applicants to the Reserved list?
Agency timesheet approval when 'Mandatory Agency Approval' is ON
Customizing the Email/App/Invoice/Payslip templates
How can job applications be received from candidates?
Mailing from the platform
How to activate Zapier
What does the color of the location & person icon indicate on the DayBook?
How do I send a message to candidates?
Is there a way to send a single timesheet approval to a client?
What is the Strict and Aligned timesheet adjustment for?
How do I export candidates?
Zapier
How do I change/update the date/time of an assignment?
Can I get a view of a candidate's historic assignments?
Can I approve timesheets on behalf of a client?
Generate timesheet by assignment
How do I export timesheets?
How do I send messages to multiple workers in one go?
How do I access the TempBuddy API?
How do I change the timezone setting?
How do I add a new recruiter?
How do I delete a job?
How do I force check-in/check-out a worker?
How do I add admin privileges to a recruiter?
How do I resend the link to a worker to edit their timesheet?
How do I add a reference number to a worker?
How do I export all my candidates to an excel spreadsheet?
How do I add a candidate to TempBuddy?
How do I check a candidate’s address on the system?
How do I find a job for a worker/assign a job to a worker?
How do I check a candidate’s profile?
How do I delete a candidate?
How do I check when a candidate has last logged in to the App/web portal?
How do I add a new pool of candidates?
How do I send a message to a candidate pool?
How do I delete a candidate pool?
Can I add/remove candidates to an existing pool?
How can I quickly browse through the candidate pool list?
How do I find a worker’s email address?
Is there a way to send a recovery password email to a worker?
How do I resend the registration email to a worker?
How do I add new clients?
How do I check a client’s profile?
How do I change/edit a client’s profile information like Company Name/Sector/Phone number, etc?
How do I resend the registration email to a client contact?
How do I delete a client contact?
How do I add a new client contact?
How do I add another location for a client?
How do I delete a location for a client?
How do I fill unfulfilled positions for a specific client?
How do I view/edit the billing details for a client?
How do I check the candidate exclusion list for a client or add a new one to the list?
How do I add a new job?
How do I clone a job?
How do I view the details/information of a job posted?
How do I find a match for a job and assign it to a worker?
How do I advertise a job to a pool of candidates?
Can I view the detailed information of a candidate who is allocated to a job from the Roster View?
Can I view the assignment details from the Roster View?
How can I send a message to a candidate allocated to an assignment via the Roster View?
How do I check the status (Unfilled/Confirmed/Assigned) of a job via the Roster View?
Can I get a weekly or monthly roster view?
Is there a way to search for the candidates from the roster view directly and assign them?
How can I see the pool details for a particular job?
How can I get a detailed information about an assignment?
How can I change/edit some details of an assignment like the the job details/time, etc?
Is there a way to confirm an assignment on behalf of a candidate if they are not able to do it themselves at the time?
How can I check the billing details of an assignment?
How can I check the ratings given by the worker/agency/client for an assignment?
Is there a way to check if a communication was sent out to a candidate about an assignment?
Is there a simple way to locate an assignment from the entire lists of assignments?
How do I stop/cancel an assignment?
How do I delete an assignment?
How can I generate the client timesheet approval?
What are the steps to export assignment details?
Is there a way to check the approval status of the timesheets?
How can I get a detailed view of a candidate’s timesheet (check In/Out time, breaks, etc)?
Can I view old timesheets other than the current week’s timesheets?
How do I generate new payslips?
How can I export payslips?
Can I view all payslips – including the ones in the past or quicken my search for a specific payslip rather than browsing through all?
How can I generate a new invoice?
How can I export invoices?
Can I view all invoices – including the ones in the past or quicken my search for a specific invoice rather than browsing through all?
How do I import candidates into the system?
How can I make the rules for the automatic processes (timesheet generation/timesheet approvals to clients/payroll generation/invoices generation)?
Where can I set the default settings for jobs and assignment?
Can I apply any customisations for branding purpose in TempBuddy?
How can I change the basic settings like timezone and date format?
How do I add an attribute or edit the existing ones?
How do I add a new Tag/Category or edit the existing ones?
How do I add a new Comment Type or edit the existing ones?
How can I delete a user with recruiter or Admin rights?
How can I remove the admin privilege for a recruiter user?
Can I let clients know which workers are available?
Is there a way to check candidates who are currently available for work?
How can I check who has accepted/declined the job offers?
How can I edit the details of a client contact?
Can I use sort/filter to search through the client contact list?
Can I use sort/filter to search through the candidate list?
How do I add/delete an agency approver?
Can I use sort/filter to search through the approvers list?
How can I flag a worker as a No Show?
How will I know if a worker is late?
Is there a way to get an overview or monitor the real-time progress of all shifts?
Is there a way to find out more about the assignment while being on the Day Book table rather than having to search for the assignment all over?
Is there a way to send a message to a candidates who are scheduled for a shift?
How do I export the information which is on the Day Book?
How do I use the Candidate Search option?
What are the different options I can use from the ‘Candidate Search’ result screen?
How do I use the ‘Job Search’ option?
What does the 'Candidate’s Activity' option on the Dashboard do?
What is the 'Assignments' widget on the Dashboard for?
Is there a way to find out the jobs which are unassigned?
Is it possible to generate a timesheet for a shift which has not been accepted?
How do I force assign a candidate to a job?
How do I add attachments to an online onboarding form?
Accepting candidates once they have submitted the onboarding form
How do I edit/publish an online form to onboard workers?
How do I create an online form to onboard workers?
What is the Online Onboarding Form?