• Introduction
  • CleanLink Overview
  • CleanLink Terminology
  • CleanLink Site Manager Basics
• Site Manager Setup
  • Setting Up and Maintaining Users
    • Setting Up your Company Heirarchy
    • Setting Up User Email
  • Adding New Staff
  • Adding a New Client
  • Adding a New Site
  • Setting Up Email
• Managing Worksheets
  • Setting up Worksheet Cycles
  • Setting Up Subcontractors
  • Creating a Regular Worksheet
  • Creating a One-off Worksheet
  • Processing Regular Worksheets
  • Maintaining Worksheets
  • Worksheets Reports
• Managing Quality Control and Site Visits
  • Setting Up Site Visit Templates
  • Setting Up Site Visit Types
  • Setting Up Marking Systems
  • Setting Up QC Cycles
  • Setting Up QC for Sites
  • Running a QC Cycle
  • QC Reports
  • Site Risk Assessments
• Managing Cases
  • Creating a Case
  • Cases Created in CleanLink Portal
  • Updating a Case
  • Closing a Case
  • Re-opening a Case
• Managing Stock
  • Setting Up Stock
    • Setting Up Suppliers
    • Setting Up a Depot
    • Setting Up Sales & Stock Codes
    • Setting Up Main Stock List
    • Creating Site Stock Lists
  • Ordering & Receiving Stock
  • Issuing Stock
  • Maintaining Stock
  • Stock Reports
• Managing Assets and Machinery
  • Setting Up and Managing Assets
  • Allocating_Assets_to_Employees
  • Setting Up Machinery
  • Adding Machinery to a Site
  • Adding Machinery From a Mobile
  • Machinery Report
• Invoicing
  • Setting Up Invoicing
    • Setting up Invoice Cycles & Parameters
    • Setting Up Invoice Formats
  • Regular Invoicing
  • Stock Invoicing
    • Adding Stock to Invoices
    • Posting Stock
      • Setting up Stock for Invoicing
  • Amending Invoices
  • One-off Invoices
    • Invoice Summary
  • Printing Invoices
  • Receipts From Clients
  • Invoicing Reports
• Managing Staff
  • Staff Information
  • Staff and Regular Pay
  • Staff and Annualised Pay
  • Managing Staff Holiday
  • Managing Staff Absences
  • Managing Staff Training
    • Viewing Staff Qualifications
    • Updating Staff Qualifications
    • Creating a New Qualification
• Managing Payroll
  • Introduction to Payroll Functionality
  • Payroll Setup
    • User Defined BACS
  • Assigning Staff to a Site
  • Staff Timesheets
    • Printed Paysheets
    • Electronic Timesheets
    • Mobile Timesheets
  • Statutory Payments & Deductions
  • Processing Pay Cycle
  • Holiday Pay
    • Holiday Pay Setup
    • Processing Holidays
    • Holiday Troubleshooting
  • Creating P45s
  • Workplace Pensions
  • Exporting Payroll to Nominal
  • National Minimum Wage
  • Living Wage
  • Earlier Year Update
  • Payroll Reports
    • General Pay Reports
    • Pay Cycle Reports
• Managing Clients and Sites
  • Maintaining Clients
  • Maintaining Sites
  • Managing Site Specification
  • Managing Contracted Hours
  • Managing Contracted Items
  • Printing Security Badges
  • Managing Site Budgets
  • Site Actions
  • Terminating a Site
  • Managing Site Contacts
  • Site Report
• CleanLink Mobile
  • Mobile Overview
  • Managing Mobiles
    • Adding a Mobile
    • Changes to Mobile Devices
      • Changing Employee on Device
    • Managing Mobile Parameters
    • Setting Up Mobile Forms
      • New Starters Form
      • Staff Appraisal Form
      • Customer Service Review Form
      • Designing your own Forms
      • Using the Advanced Forms Editor
    • Sending, Recieving and Processing Data
      • Sending Data to a Mobile Device
      • Receiving and Importing Data from a Mobile Device
        • Importing New Staff
        • Viewing Site Requests
        • Viewing a Site Audit
        • Viewing and Amending Stores Orders
        • Viewing and Importing a Staff Appraisal
        • Viewing and Importing Customer Service Reviews
        • Viewing and Importing Site Worksheets
        • Viewing and Importing Forms
  • Using a Mobile
    • Mobile App Basics
    • Viewing Sites
    • Creating a Site Update
    • Creating a Case
    • Creating an Audit
    • Creating a Stores Order
    • Creating a Timesheet
      • Add/Edit Payroll Items
      • Add/Edit Absences
      • Timesheet Process for IOS
      • Timesheet Process for Android
    • Adding New Staff
    • Creating a Site Worksheet
    • Creating a Customer Service Review
    • Creating a Staff Appraisal
    • Using your own Mobile Forms
  • Mobile Troubleshooting
    • Mobile Devices Not Communicating
    • Re-linking a Mobile Device
• Reports
  • Top 10 Reports
  • Management Reports
  • Actual Site Margin
  • Report Selector
• Managing Warnings
  • Regular Warnings Setup
  • Warnings Overview
  • Updating Warning Information
• Interfaces to External Systems
  • Time & Attendance Processing Interface
    • Setting Up T & A Parameters
    • Sending CleanLink Data to your T & A System
    • Processing T & A Data
  • Exporting Data to Sage
  • Importing emails from MS Outlook
  • CleanLink Portal Interface
    • Uploading Payslips to the Portal
    • Uploading QC Reports to the Portal
    • Uploading Invoices to the Portal
• Backup Site Manager Data
• General Data Protection
• Covid-19 
  • Furlough CJRS Guidance
  • Furlough CJRS (Flexible)
  • Reallocating Holidays Accrued Under Furlough