Consultant Management

TempManager Help

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Note: Only company Executives can manage the Consultants.

In order to add a new consultant, click the YouRecruit logo (top left).

In the main Dashboard click on Consultants on the left hand side of the page.
In the submenu click on the blue Add New Consultant button. This will bring you onto the Edit Consultant page.

Add new Consultant

You will now see a list of fields where user details can be inserted such as forename, surname, phone, email, address (Username is the email address).
You can select the Consultant Type by clicking on the radio buttons for either Company Administrator or ordinary User.
Subordinates (Primarily for the posting module – can be ignored if using Temp Manager only).
The last Modules field provides you with a dropdown menu where you can select which module you require. (Job Posting or Temp Management).

Consultant types – Set the user type as per the table above. This field will not appear for Company Admins. Click on the information icon to the right of the Consultant type dropdown for more info.

Consultant Types

YouRecruit Temp Manager supports the following consultant roles:

User Type User Permission
Executive
  • Has full access rights within the account.
  • This includes creating, modifying or deleting users.
Manager
  • Can perform all functions within the Temp Manager module. 
  • This includes setting roles, rates, creating, modifying or deleting employees and organisations. 
  • Can do all that is permitted by Finance users.
Supervisor
  • Similar to Manager
  • Without access to STE Rates settings. 
Finance
  • Can review timesheets, all reports and process exports.
  • Can review summary data.
  • Can do all that is permitted by Standard users.
Standard
  • Can create work events, employees and enter weekly timesheets.
  • Cannot see the financial reports.
  • Can do all that is permitted by the Timesheet Coordinator and Compliance Administrator.
Timesheet Coordinator
  • More restrictive user type, has more limited permissions.
  • Can view, edit and approve timesheets. 
  • Can also upload timesheet files and expenses.
Compliance Administrator
  • More restrictive user type, has more limited permissions.
  • Can review and approve employee compliance
  • Can view, edit and approve compliance items for employees that are assigned to them.
  • If the company has the Users see all employees setting enabled, then they can manage all compliance.

 

If you are unsure which consultant type to choose for a colleague, we would suggest assigning the user with standard access. If you later find this consultant type to be unsuitable or wish to increase the level of access for the consultant, you can simply select another consultant type with more appropriate permissions.

Tempman additional settings

Batch uploader – when assigning timesheets the employee manager will be set as timesheet assignee instead of the user who changed the timesheet status.