Agency Setup

To add a new Agency to your Nxsys instance, navigate to the Agency tab on the left had menu on your screen, where you will see a list of all Agencies currently setup on Nxsys. Here, you can view each record by clicking on the Eye icon which will display all the Agency details. To add a new Agency, click Add New in the top right corner of your screen.

Please complete all relevant details relating to the Agency you wish to add, noting that the details are split into different tabs along the top of the window i.e. General Info, Payroll & Finance etc. and then click Save

Once completed, your new Agency will show in the list view above.

• Related Articles

• Quick Setup

  To setup your agency follow the below steps Click Agency Click Add New Fill in the below mandatory fields Agency Name Address Line 1 Address Line 2 Post Code Email Click Save

• Agency Expenses Receipt Upload Setup

  Nxsys allows you to setup expenses for each agency if different from your company settings. Once enabled these will be enabled for all your Umbrella and Umbrella Hybrid workers assigned to this agency. To enable expenses for your agency Open your ...

• Create Agency Portal Users

  Nxsys allows you to create an unlimited number of agency portal users. Once you have enabled your Agency Portal Access you can create agency portal users as follows Open your agency record (if not already in the agency record) Click Agency Contact ...

• Margin Setup

  Nxsys allows you to setup specific margin methods and rates for your agencies. If you wish to have specific margin method and rates for an agency Open your Agency Click PAYROLL & FINANCE Under Margin, select your margin method, enter a margin amount ...

• Setup Holiday Pay at Agency Level

  Nxsys allows you to setup custom Holiday Pay settings if different from your default company Holiday Pay method. Once set, these Holiday Pay settings will apply to all employees and timesheets processed against this agency. To setup custom Holiday ...