Features
Sites, clients, and assignments
Locations, client accounts, and shift assignments.
Sites
Sites are the locations where staff work. Add site details and default hourly rates used for pay and billing when a shift does not override the rate.
Clients
Clients store customer accounts and contracts. Link sites and invoices to the right client so billing stays organised.
Assignments
Assignments are scheduled shifts for a guard at a site on a date, with start/end times, break minutes, shift type, and optional rate. Publishing a rota creates assignments for attendance, portals, and operational reports. Payroll and invoices read published rota planner data directly — not the Assignments list.
Tip: Keep site rates and guard rates up to date under Rates / Allowances so payroll and invoices resolve the correct hourly amount.