Creating clients and assignments

An Admin adds the Client in Clients. Keep company and contact details accurate. Client contacts and Managers are distinct; an external approver can review a secure Approval link without a Timegrid account.

In Assignments, an Admin selects the Team Member, Client and responsible Manager, then completes the applicable dates, rates and invoice-recipient details. Configure overtime and Per Diem only when applicable.

If no eligible Assignment exists, or overlapping Assignments make the week ambiguous, ask an Admin to correct the setup before entering or submitting time.