Support Articles Index

Owned by Tim Stapleton
Last updated: Sept 03, 2020 by Former user (Deleted)
2 min read

Getting Started

Creating a New Expedo Subscription

  • How to Set Up Your New Expedo Account

  • Activate Your New Account

  • Set Up a Secure Password

Creating a New Expedo Company

  • Personalise How Your Expedo Experience Looks

  • Initial Setup of Onboarding Settings

  • Introduction to Positions and the Position Builder

Expedo HR

Dashboard

  • The Expedo HR dashboard

Onboarding

  • Creating a new onboarding

  • View an existing onboarding

  • Editing an onboarding

  • Cancelling an onboarding

  • Onboarding Statuses

  • Onboarding Email Log

  • Onboarding Report

Workers

  • Creating a new worker

  • Importing workers

  • Editing an existing worker

  • Disabling a worker account

  • Exporting a worker report

  • Bulk worker actions

Payroll

  • Refer to KeyPay help articles (?)

Positions

  • Creating a new position

  • Editing an existing position

  • Disabling a position 

Letters

  • Creating a new letter

  • Editing a draft letter

  • Viewing a sent  letter

  • Cancelling a letter

  • Creating a letter template (see Company Settings > Letter Templates) 

Tasks

  • Creating a new task (single)

  • Creating tasks from a template

  • Editing a task

  • Completing a task

  • Cancelling a task

  • Creating a task template (see Company Settings > Task Templates) 

Leave Requests

  • Creating a new leave request

  • Viewing a leave request

  • Approving or Declining a leave request

  • Cancelling a leave request

  • Exporting a leave request to Payroll 

Expense Requests

  • Creating a new expense request

  • Viewing an expense request

  • Editing an expense request

  • Approving or Declining an expense request

Expedo Timesheets

Dashboard

  • The Expedo Timesheets Dashboard

Engagements

  • Creating a new Engagement

  • Editing an existing Engagement

  • Deleting an Engagement

  • Pay Categories

Assignments

  • Creating a new Assignment

  • Editing an existing Assignment

  • Deleting an Assignment 

Timesheets

  • Creating a new Timesheet

  • Completing a Timesheet

  • Approving a Timesheet

  • Cancelling a Timesheet

Bulk Messaging

  • Sending bulk messages

Approver Notifications

  • Sending approver notifications

Rate Templates

  • Creating a new Rate Template

Agency to Host Invoices

  • Viewing Agency to Host Invoices

  • Exporting Invoices

  • Download Invoices

  • Invoice Reports

  • Invoicing Xero Export 

RCTI

  • Creating a new RCTI

  • Deleting an RCTI (?)

  • Exporting RCTI (?)

Reports

  • On Cost Margin Report

  • Live Margin Report 

Learning

Dashboard

  • The Expedo Learning Dashboard

Workers

  • See Expedo HR > Workers

Courses

  • Creating courses for workers

  • Viewing course progress

Course Builder

  • Building your own Course

Learning Marketplace

  • See Marketplaces > Course Library

Workflows 

Dashboard

  • The Expedo Workflows Dashboard

Workers

  • See Expedo HR > Workers

Workflows

  • Creating a workflow

  • Resuming a workflow

  • Cancelling a workflow

Workflow Builder

  • Coming Soon

Workflows Marketplace

  • See Marketplaces > Workflow Templates

Marketplaces

  • Position Library

  • Contract Templates

  • Course Library

  • Workflow Templates

  • Letter Templates

Live Chat

  • Using Live Chat

Activity Feed

  • Using the Activity Feed (?)

Company Settings

  • Company Details

  • Onboarding Settings

  • Timesheet Settings

  • Managers

  • Integrations

  • Pay Rates

  • Licence Types

  • Induction Courses

  • Task Templates

  • Letter Templates

Your Account

  • Your Account Settings

  • Switching Companies

  • Recovering your password