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How-to Guides
Helpful guides to help you use BridgeVMS
Managed Service User How-to Guides
- How to update the rate times matrix on an employer profile
- How to setup the Direct Engagement payroll file for an employer
- How to setup payable batches for an employer
- How to set up qualification questions on an employer profile
- How to setup invoicing rules for an employer
- How to send messages to users
- How to mark a job/order as unfilled
- How to change the status of a client invoice
- How to manage the Issues Log
- How to link an Agency to an Employer
- How to edit rates on a placement
- How to edit rate visibility for an employer.
- How to download supplier self-bills whilst logged in as a managed service user
- How to create client and supplier invoices
- How to create a new agency profile
- How to create a job/order template
- How to confirm a candidate
- How to add work locations to an Employer profile
- How to add or remove cost centres on an Employer profile
- How to add reason codes to an Employer profile
- How to add rate types to an Employer
- How to add Priceworks to an Employer profile
- How to add justifications to an Employer profile
- How to add expense types to an Employer profile
- How to add edit the outsource settings for an Employer category
- How to add change WTR and NI settings on an Employer profile
- How to add edit hierarchy on an Employer profile
- How to add categories and setup category rules for an Employer
- How to add Bank Holiday dates to an Employer profile
- How to add an Agency user whilst logged in as a Managed Service user
- How to add a qualification to an Employer category
- How to add a new Managed Service user
- How to add a new Employer user whilst logged in as a Managed Service user
- How to add a new Employer profile
- How to setup a timesheet format
- How to setup an Overtime Strategy
- How to add work locations - US Instance
- How to create a job/order template - US Instance
- How to configure workflow rules on an Employer profile
- How to setup Framework pricing (ABI Fees)
- How to setup Purchase Order functionality on an Employer profile
- How to configure custom fields on an Employer profile
- How to configure taxes
- How to configure supplier commissions
- How to configure MSP fees
- How to configure billing entities
- How to configure Organisation Hierarchy labels
- How to schedule reports
- How to configure and use Platform Access Fees
- How to use the restricted worker list
- How to upload timesheets via a data loader
- How to configure candidate workflow rules
- How to credit a timesheet
- How to create a survey
- How to enable and use Multi Factor Authentication (MFA)
- How to override supplier distribution on a job/order
- How to Add Qualifications
- How to set up Compliance Documents
- How to review and approve compliance?
- How to revalidate compliance documents on existing placements
- How to use the Global Rate Change module
- How to manage effect date rates
- How to configure pay components
Agency User How-to Guides
- How to submit a candidate to a job/order
- How to add an Agency user profile whilst logged in as an Agency user
- How to download supplier self-bills while logged in as an agency user
- How to create a candidate profile
- How to submit a Direct Engagement Candidate
- How to Customize Your Profile and Notifications
Client User How-to Guides
General How-to-Guides
- How to create and download a payroll file
- How to submit a timesheet
- How to raise an issue via the issue log
- How to extend a placement
- How to edit rates on a job/order
- How to duplicate a job/order request
- How to download an Employer invoice
- How to create a custom report
- How to cancel a job/order
- How to create a job/order
- How to edit a job/order
- How to create a job and outsource it to bank/internal pool candidates
- How to request an interview
- How to confirm an interview
- How to complete an interview
- How to accept a direct engagement contract
- How to login using Multi Factor Authentication (MFA)
- How to set up and use Work Breakdown Structure (WBS) Codes