Clients
Add and manage client organisations and assignments
Overview
The Clients module lets you manage all client organisations that your team works with. Click 'Clients' in the left sidebar to view your client list.
Client List
The Clients page shows a searchable, paginated list of all client organisations. You can search clients by name and use the 'Show migrated data only' checkbox to filter for migrated records. To add a new client, click the '+ Add Client' button in the upper right. Columns include:
- Client - the client organisation name and logo
- Client Code - a unique code for the client
- Total Users - the number of users assigned to this client
- Industry - the client's industry (e.g. Technology)
- Website - the client's website URL
- Contact - the primary contact person for this client
- Status - whether the client is Active
Adding a Client
Click '+ Add Client' to create a new client record. Fill in the client's name, code, industry, website, and contact details. Once added, you can assign team members to the client from the User Management or Employment Records modules.
Each employee in your organisation is assigned to a client. The Total Users column gives you a quick count of how many team members are working with each client.
More in HRIS & People Management
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Set up your built-in HR Information System and navigate the dashboard
Timesheets
Log hours, track time, and manage timesheet approvals
Managing Leaves
Request, approve, and track annual leave, sick leave, and more
Employee Onboarding Workflows
Track new hire onboarding and manage document requirements
User Management
Invite users, manage profiles, and track profile updates
Employment Records
Manage employee directory, shift allocation, and salary access
Reporting
Generate attendance reports filtered by date, client, and user