Automate staffing order approvals and fulfillment

Configure rules for automatically approving or filling client staffing orders. Reduce manual booking work while keeping order handling aligned with your process.

CRM

Automated Order Rules

Configure rules for automatically approving or filling client staffing orders. Reduce manual booking work while keeping order handling aligned with your process.

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Additional [module] Solutions

All the solutions you need

Staffing Job Gross Margins

Calculate job gross margin from worker pay rates and client charge rates. Review staffing profitability without calculating margins by hand.

Client Portal Setup

Set up client locations and contacts, then provide access to their own staffing portal. Give each client one place to manage staffing activity connected to your operation.

Timesheet-Linked Invoicing

Link invoices to supporting timesheet data. Give clients a clear record of the hours behind each staffing charge.

Automated Invoicing

Send approved hours and costs to your connected accounting system. Reduce manual data entry between timesheet approval and invoicing.

Client Order Notifications

Automatically notify clients when staffing orders are submitted, approved, changed or fulfilled. Keep order updates connected to their staffing activity.

Preferred & Blocked Workers

Let clients mark strong performers as preferred and block unsuitable workers. Use those preferences to support future staffing bookings.

Worker Ratings

Let clients rate workers after shifts. Keep structured performance feedback available to help agencies choose workers for future assignments.

Client Timesheet Approval

Give clients a clear process to review hours, request amendments and resolve timesheet disputes. Approve time records before payroll and invoicing.

Live Staffing Costs

Show clients expected and actual labor costs as staffing is booked, worked and approved. Keep staffing spend connected to each order.

Live Client Dashboard

Let clients track staffing requests, booked workers, fulfillment and submitted timesheets from one dashboard. Keep order progress visible without repeated status updates.

Smart Order Routing

Send client staffing requests to the appropriate branch, team or booker. Keep incoming orders connected to the people responsible for fulfillment.

Simple Client Onboarding

Add new clients, locations and contacts, then give them access to a dedicated staffing portal. Keep client setup and staffing requests connected in Ubeya.

Self-Service Staff Ordering

Give clients self-service staffing orders with locations, roles, shift times, headcounts and uniform requirements. Capture job details before scheduling begins.

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