What we need
For one recent month, for one client or the whole firm:
- Rosters and shifts: who was booked, and who turned up
- Timesheets, including the late ones
- Placements and offers: who accepted, started and left
- Invoices and payments: what you billed, what was disputed, what was paid
- Three conversations of about 40 minutes: usually a recruiter, your duty manager and payroll
Exports or spreadsheets are fine, and you can swap names for numbers.