Consultant Center is a one-stop-destination, where you can view & manage all your consultants. Effortlessly, you can add a new consultant, place in a different job, change billing/pay details, enter time, create invoice etc. You can also view past employment history and corresponding earnings and margin details. Besides, you can also filter your consultants as per their employment type and view their profile accordingly. With a few clicks, you can also import your consultants from the ‘Consultant Center’.

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• Navigate to Consultants, click on ‘View Profile’ and then ‘Edit’.
• Update/Modify the details of consultant and click on update.

To update advanced settings:

Click on ‘Advanced Settings’ on consultant profile.

• Edit employee to update employee details.
• Edit customer to update customer details.
• Edit project to update project details.
• Edit OT project to update OT project details.
• Click on update.

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Steps

• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Click on Place from the bottom of the screen
• Input the end date for current project.
• Enter the new customer, billing, pay and sales team details.
• Click the Place button.

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• Navigate to respective consultant profile & click on Edit.
• In ‘Billing Details’ section click on Change Rate.
• Input new rate, from date and click on save.
• Hit ‘Update’ button.

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• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Hit Edit button.
• In billing details section, check Add Additional Billing Details option
• Input ‘Billing 2’ details & click on ‘Update’.

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