🔵 Why this Page Matters
📚 The Companies page gives you a single point of truth for your entire client list.
With this page, you can:
🧭 Quickly find any company.
🚀 Launch directly into company-specific modules (like Job Orders, Pay Rates, etc.)
👥 Assign internal teams and recruiters.
📊 Track hiring demand and open positions instantly.
✅ In short: it makes staffing operations faster, organized, and collaborative!
🟢 What You Can Do Here
👀 View all companies created under your Staffing Company.
🧹 Filter companies based on names, contacts, managers, recruiters, and teams.
➕ Add new companies on the go.
🔗 Access modules like Job Order, Shift Rosters, Timesheets, Pay Rates, and more.
👥 Assign users and teams using the easy-access menu.
🟣 Filter Options Explained
Use smart filters at the top to quickly refine your view:
🔎 Filter | ✨ Purpose |
Company | Search by company name. |
Key Contact | Filter by client-side primary contact. |
Account Managers | Find companies by assigned internal managers. |
Recruiters | Find companies based on recruiter assignments. |
Teams | Filter companies based on internal team assignments. |
📌 Tip: Combine multiple filters for faster and smarter searches!
🟠 Table Columns Overview
Each company listed has important fields at a glance:
🧩 Column | 📝 What it Shows |
Company Details | Name, logo (or initials), and location. |
Open Job Orders | Number of currently active job orders. |
Open Positions | Number of open requisitions to be filled. |
Key Contact | Main external contact from the client company. |
Account Managers | Internal managers handling the client. |
Recruiters | Assigned recruiters for that client. |
Modules | Quick access to modules like Job Orders, Shift Rosters, and Pay Rates. |
🛠️ Quick Actions Available
🔽 First company auto-expands: For easier access to module shortcuts.
⚙️ Three-dot Menu (⋮):
Assign users to the company.
Assign teams.
Edit company settings.
✈️ Direct module access: Navigate directly to Jobs, Reports, Timesheets, and more without extra clicks.
🟡 Adding a New Company
➡️ Click the Add Company button on the top-right.
📝 Fill out company details.
👥 Upon creation, Staffing users (Workspace Admins, Ops Admin, External and Back-Office) are automatically assigned for seamless access.
Benefit: Save time. No need to manually assign users post-creation!
🧭 Sorting and Navigation
🕒 Recently Added Sorting: See your newest companies at the top.
📄 Pagination: Navigate through multiple pages when managing a large client base.
📋 Key Points to Remember
✅ Use filters wisely to save time.
✅ Always assign a Key Contact for better coordination.
✅ Expand company rows to use quick-access shortcuts.
✅ Sorting shows your most recent companies first.
✅ Use the three-dot menu for fast assignments without leaving the page.
⚡ Quick Tips
🔍 Combine Filters: Searching by Recruiter + Team narrows down companies faster.
📈 Monitor Job Orders: Keep an eye on companies with high staffing needs.
✏️ Update Key Contacts: Always ensure contacts are accurate for better client communication.
📂 Refresh your page after adding a company to see updates instantly.
🎯 The Companies page keeps your staffing operations organized, collaborative, and growth-ready — all in one place.