Engagements [REVIEW]

You will need 'White Label Administrator' access to manage Engagements. If you cannot see or access the below sections please contact your Expedo system administrator.

Engagements are used in Expedo Timesheets to define the relationships between:

  • Agency,

  • Host,

  • Employer of Record, and

  • Administrator

It will also determine the default billing, charge and pay structures along with other functionality options.

These items need to be set up before creating or editing engagements

Please follow the relevant links and complete their set up steps if you have not already done so.

  1. Companies - https://expedo.atlassian.net/wiki/spaces/ESG/pages/563478727

  2. Company roles - https://expedo.atlassian.net/wiki/spaces/ESG/pages/563478734

  3. Payroll Integration - https://expedo.atlassian.net/wiki/spaces/ESG/pages/563413190

View your existing Engagements:

Login > Select 'Administrator' profile > Timesheets > Engagements

These articles will help you with:

  • Creating a New Engagement

  • Editing an Existing Engagement

  • Archiving an Engagement