Managing clients effectively is essential for keeping your business organised and efficient. This guide will walk you through creating, editing, deleting, and setting up clients in the system.
Client Listing
On the Client Listing page, you can view key details about each client in a structured layout. The following columns are displayed for easy reference:
Client Name – The name of the client.
Total Employees – The total number of employees associated with the client.
No. of Pay Cycles – The number of active pay cycles configured for the client.
Payment Frequency – How often the client processes payments (e.g., weekly, monthly).
Next Pay Date – The upcoming date when the client’s next payroll will be processed.
Status – The current status of the client (e.g., Active, Inactive).
Actions – Available options for managing the client (e.g., Edit, Employees, Deactivate).
Creating a New Client
To create a new client, please follow the steps below:
Navigate to the "Dashboard" by clicking on the logo.
You will see the following page the first time you access it.
Click the "Create" button and follow the instructions in this article (Creating a Client: A Step-by-Step Walkthrough) to complete the setup.
Editing Client Information
To update the existing client details, please follow the steps below:
Navigate to the "Dashboard" by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the Edit icon in the corresponding row. This will open the client details page.
There will be a green tick box for the sections you have already completed
Employee Dashboard
To access the employee dashboard or employee list, please follow the steps below:
Navigate to the "Dashboard" by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the People icon in the corresponding row. This will take you to the employee dashboard or employee list page.
You can also go to the employee dashboard from the Edit Client page
Deactivating/Reactivating a Client
To deactivate the client, please follow the steps below:
Navigate to the "Dashboard" by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to deactivate
A Green dot is prefixed to the client name on the client name column for better visibility.
Click the "Block" icon in the corresponding row.
This will show a confirmation pop-up.
Click "Proceed" to deactivate the client.
You can also deactivate the client from the "Edit Client" page.
To reactivate the client, please follow the steps.
Navigate to the "Dashboard" by clicking on the logo.
On the "Manage Clients" list, click on the "Filter" icon.
A Red dot is prefixed to the client name on the client name column for better visibility.
Click on the filter and change the status dropdown to show "inactive" and click search.
This will show a list of deactivated clients.
Click the "Activate" icon to activate the client.
Client Filters
Navigate to the "Dashboard" by clicking on the logo, then click on the "Filter" icon
to expand the view below. Click the filter icon again to collapse the filter section.
Filtering Options
Client Name: You can enter the client's name manually or click the down arrow to select from the available list. To clear the entered text, click the "X" icon.
Status: Choose the desired status from the dropdown menu. The available options are Active and Inactive.
After filling in the fields, click Search to filter the list of clients. To remove all entered filters and start fresh, click Reset.
Client Grid Settings
You can customise the columns displayed on the Client Listing page to suit your preferences.
Click on the Grid Settings icon located in the top-left corner of the listing box.
Select or deselect the checkboxes next to the columns you want to show or hide.
Click Apply to save your changes.
Please note that these changes will remain in effect until you leave the page.
Client List Pagination
The pagination controls at the bottom of the grid allow you to navigate through multiple pages of records efficiently.
Pagination Options (From Left to Right)
Go to the First Page: Click this option to navigate to the first page of the list.
Go to the Previous Page: Move back to the previous page.
Page Number: Enter a specific page number to jump directly to that page.
Go to the Next Page: Move forward to the next page.
Go to the Last Page: Click this option to navigate to the last page of the list.
Items Per Page: Adjust the number of records displayed per page. You can select from 10, 25, 50, or 100 items per page.
Additionally, on the right side, you will find a record count displaying the total number of records and the number of records currently visible on the page.
Create an Employee from the Client Listing
To create the first employee for your client, you can easily do so from the client listing page. Simply click the "+Create" button in the "Total Employees" column, and you'll be directed to the employee creation page.
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