Articles on: Context Help

Project

Only when you have appropriate user role assigned, this functionality will be available.


If you want to add a new client and project to your XperienceHR account below you will find an easy to follow guide:


  • From your XperienceHR homepage click -> More
  • Click on Configuration **scroll -> **Clients **and **Projects
  • Highlight large + sign -> Add New Client / Add New Projects
  • Add New Client / Add New Project -> fill in the details
  • Boxes marked with star sign must be filled in


If you wish you can also use the Import projects feature to add a new project.


Please note that Project Code is a required field when using this feature.


Project import template:



Updated on: 19/09/2023

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