The week, and the money
- Timesheets and client approval Draft weeks, the named approver, the magic link that goes to them and nobody else, and why both invoices come from the week the client signed.
- Rota and shifts Putting shifts out, the worker accepting from their own portal, the night shift that counts on the day it started, and building the week from what was worked.
- Self-billing the worker or umbrella The agreement that has to exist first and expires, the separate sequential series, VAT on the supplier's own registration, and the Xero export.
- Invoicing the client Your own series at the charge rate, per-client payment terms, overdue derived rather than typed, and the VAT number gate on sending.
The compliance side
- Where the rules live Every statutory document or figure the product produces, the rule it answers with its source, what it does, and what it deliberately leaves to you. The sheet an adviser asks for.
- Key Information Documents Generated from the placement rather than filled in, issued with a dated audit event, and landing on the worker's own portal.
- IR35 and status determinations The client's size, the statement with its reasons against the placement, disagreements and the 45 days, and the self-billing refusal that stops a company being paid gross on nothing.
- Right-to-work records The three methods, the evidence and its retention, recheck dates, and what changes on 1 October 2026.
- The umbrella register and JSL The evidence file, expiry chasing, and why an empty file is red while a stale one is only amber.
- The AWR qualifying clock What counts as a qualifying week, the six-week break, and which absences pause the clock rather than reset it.
- The evidence pack and the audit chain Hash-chained events that are never updated or deleted, and the whole chain for one placement assembled in a single call.
Getting in, and joining up
- Importing your book Five CSVs that read your own column headings, a dry run that changes nothing, every rename reported, and the bundle that takes it all back out again.
- The client and worker portals What a hirer sees, what a contractor sees, and why neither of them has to make an account to do it.
- Integrations Scoped keys per area, what to push in and read back, what no key can ever reach, and per-agency addresses.
- API reference Every endpoint with the body it takes and the body it returns, the scope it needs, the error shapes, and what it refuses.
The demo is the product
Everything described here is running in a demo agency with a fictional book in it. No account, nothing to install, and every face open: the staff desk, the client portal, the worker portal and the jobs board.