The Protocol Education Client Lounge. Managing your staffing and supply with an online Client Lounge account

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1 The Protocol Education Client Lounge Managing your staffing and supply with an online Client Lounge account

2 About Protocol Education Protocol Education is one of the UK s leading providers of staffing and supply for schools and academies. We believe in working together to support the aims and aspirations of your school, so we are constantly looking for ways to help you deliver the best possible results for your pupils. Keeping track of your temporary staffing and permanent recruitment during the course of a busy school day is a challenge all schools face. In this brochure, we look at Protocol Education s suite of simple online tools, designed to help you manage your recruitment and supply quickly and efficiently. Learn more To find out more about your Protocol Education Client Lounge account, or to activate online timesheets for your school, speak to your specialist consultant today. To find your local Protocol Education branch, visit us at

3 Introducing the Client Lounge Making it easy to manage your staffing and supply Your Protocol Education Client Lounge account brings together a powerful set of online tools designed to make staffing and supply at your school as easy to manage as possible. Vacancy Management submit bookings, review upcoming placements, access relevant confirmation and safeguarding records, update assignment details and inform us of permanent vacancies Online Timesheets view and authorise timesheets at a time which suits you, deliver feedback on candidates and review your timesheet history Safeguarding Information access a day, week, month, term or year s worth of safeguarding information at the click of a button. Download information for use with your Single Central Record Statements and Invoices comprehensive access to your statement of account. All of your invoices, payments and credit notes at your fingertips We ve created each feature of your online account with three key ideas in mind: Ease of use the Client Lounge is intuitive, with no action requiring more than a few quick clicks to complete Relevance based on feedback from schools, nurseries and academies, we provide practical tools that are useful to the day-to-day running of your school Transparency the Client Lounge presents instant and open access to all of the most important aspects of your account with Protocol Education It s easy to get started, and completely free just speak to your consultant for login details.

4 Online Timesheets Your school has the option of switching to Protocol Education s online timesheet system, an efficient alternative to paper timesheets. Opting for online timesheets means you can authorise timesheets when and where it suits you, through a very simple online process log in, view timesheets submitted for your school, and then click to approve. Our online timesheet system: is user-friendly, and quick to learn keeps all your timesheet records together in one place allows you to query timesheets at any point of the process includes an optional feedback form for each booking, helping to ensure that our supply staff meet your expectations

5 Manage Vacancies The Client Lounge makes managing your bookings very easy. Use it to keep track of: Open and filled bookings Your booking history Safeguarding details of individual teachers and support assistants The supply staff you might like to see back at your school Submitting a New Vacancy Your Client Lounge account gives you the power to submit vacancies online in minutes ideal if you need a number of days covered in advance over the course of a term, or even if you are looking to appoint a new permanent member of staff and want to provide a detailed job specification. Once you have submitted a booking online, your consultant will confirm the name of your teacher/support worker for short-term bookings, or you will be provided with a range of relevant CVs and profiles in the case of longterm supply and permanent vacancies. Safeguarding Information Protocol Education maintains the highest standards of checking, vetting and safeguarding and we are committed to providing you with complete transparency. Through the Client Lounge you can access a record of the safeguarding checks completed on Protocol Education staff at your school. Once a booking is filled, and from the day it takes place, you will be able to view the safeguarding document for your candidate (a copy will also be ed to you). Safeguarding Reports Confirmation of completed safeguarding checks can also be downloaded as a spreadsheet formatted to fit your SCR, covering a date range specified by you. In this way we can deliver the information you need, whenever you need it. Invoices and Statements The Client Lounge gives you access to your school s complete financial transaction history with Protocol Education. The Invoices and Statements section allows you to view invoices, payments and credit notes, and helps you to keep tabs on your outstanding balance. Copies of all of your invoices can be printed off from your Client Lounge account, ensuring your records are always up to date.

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