Workflow Structure
ATZ CRM uses a layered workflow for contract staffing:
| Layer | Purpose |
|---|---|
| Job | Role and client context |
| Contract | Commercial agreement, rates, and duration |
| Shifts | Daily work schedule |
| Daily Timesheets | Actual hours worked |
| Monthly Timesheets | Client approval view |
| Invoice | Billing document |
Create a Contract
A contract represents the commercial agreement with the client.
- Create a job.
- Open the job detail page.
- Open the Contracts tab.
- Select Add Contract.
Define contract details such as:
- Name
- Schedule
- Pay rate
- Bill rate
- Currency
- Start date and end date
- Working days
- Start time and end time
- Required headcount
Generate and Review Shifts
Shifts are generated from the contract schedule. For example, a Monday-Friday 9am-6pm contract generates one shift per working day.
For shift booking and daily timesheet details, see manage shifts and timesheets.
Book Candidates to Shifts
Open a shift and book one or more candidates. ATZ CRM helps prevent double booking and enforces headcount.
Complete Shifts and Create Timesheets
After work is done, mark the shift completed. ATZ CRM creates draft timesheets for booked candidates.
Candidates submit actual hours from the Candidate Portal.
Review Monthly Timesheets
Monthly timesheets summarize completed bookings for a contract.
- Open the Contracts tab in the job detail page.
- Select Timesheets for a contract.
Monthly timesheets can show:
- Candidate
- Period
- Days worked
- Bill amount
- Status
You can filter by month, approve or reject candidate timesheets, download a timesheet summary, and download invoices for approved timesheets.
Download Timesheet Summary and Invoice
Recruiters can download a timesheet summary PDF for proof of work.
Approved timesheets can be used to download an invoice.
Client Approval
When ready, ATZ CRM can email the client a monthly summary with approve and reject actions. The source workflow notes that clients do not need to log in to approve from email.
Margin Visibility
ATZ CRM can calculate:
- Pay total
- Bill total
- Gross margin
- Margin percentage
This helps recruiters understand contract profitability without separate spreadsheets.
Common Scenarios
Multiple Candidates on One Contract
Each candidate is tracked separately and can be billed together.
No-Show
Mark no-show so no timesheet or billing is generated.
Candidate Leaves Early
Candidate submits actual hours and the client approves adjusted time.
Client Rejects a Timesheet
The status changes to rejected, the candidate can resubmit, and the audit trail remains available.
Use Cases
Day-Rate Contractors
Manage contractors by contract, shift, daily timesheet, and monthly billing period.
Temp Staffing Billing
Turn approved worked time into invoices more reliably.
Margin Management
Review pay and bill totals at contract and monthly levels.
Troubleshooting
Shifts Were Not Generated
Review the contract schedule, working days, start/end dates, and times.
Timesheet Cannot Be Approved
Confirm shifts are completed and candidate hours have been submitted.
Invoice Is Missing
Check whether the related timesheets are approved.
Frequently Asked Questions
Does ATZ CRM force clients into a portal?
The source article notes that client approval can happen from email without a login.
Can monthly approval replace daily approval?
Yes. Monthly timesheets provide a summary so clients can approve the month instead of every daily sheet.
Is the timesheet summary an invoice?
No. The summary is proof of work. The invoice is generated separately from approved time.