Everyone in the agency, and what they can reach.
Each person's team and manager, time off and balances on their own terms, joiners and leavers step by step, the clients they can reach and their documents. The same people who run your clients, in the same app.
The whole agency on one chart.
A directory, your teams and an org chart. Drag a person onto their manager to set who they report to.
- A directory and your teams
- Drag to set a manager
- Documents kept on each person, right to work included
Time off on each person's terms, with Fabrik keeping the balances.
Each person books against their own allowance and working pattern, managers approve, and the month's calendar shows who is away. Fabrik is the master for balances, UK payroll included, and carries over what is left at year end.
- Allowances on each person's terms
- The month's calendar of who is away
- Carry over at year end
- Written back to Xero
A joiner set up, and a leaver handed over, step by step.
Onboard a joiner and choose which clients they can reach. When someone leaves, each client gets its default steps and a takeover, and Tell the client puts the news on the client's Home and timeline.
- Choose the clients each joiner can reach
- Default steps and takeovers for each client
- Tell the client, on their Home and timeline
Questions from agencies
Who can see pay and sickness?
Each person's pay and sickness are visible to the agency owner alone.
Do we need Xero for time off?
Time off works without it. With Xero Payroll UK connected, approved leave is written back to Xero.
