Agency portal user guide

Welcome to your agency portal user guide

We’re thrilled that you have chosen RFS Evolve for your agency funding and back office. We understand that navigating the world of recruitment funding is crucial for your success. That’s why we’ve created this comprehensive user guide to help you make the most of our cutting-edge agency portal.

 

What is the Agency Portal?

Your RFS Evolve Agency Portal, powered by Access payroll, is your central hub for managing payroll, candidates, assignments and more.  Whether you’re a seasoned professional or just getting started, our user-friendly platform is designed to streamline your processes and empower you with powerful tools.

Getting started

1. Watch the videos:

Start with our video tutorials. Each video is tailored to address specific portal functionalities, ensuring you have a clear understanding of how to complete specific tasks.

2. Explore at Your Pace:

Feel free to explore the portal at your own pace. Use the videos as your guide, and don’t hesitate to pause, rewind, and replay to grasp each step thoroughly.

3. Reach Out for Support:

If you ever find yourself stuck or have questions along the way, our dedicated support team is just a click away. We’re here to assist you on your journey to recruitment success.

Download a copy of your agency portal user guide

If you’d prefer to download a PDF copy of your user guide to print or refer to offline, you can download it here.

Agency Portal guide mockup

User guide videos

01: Logging in

Play Video about RFS Evolve - Agency portal guide - Logging in
Play Video about RFS Evolve - Agency portal guide - Adding a client

02: Adding a payroll company

03. Adding a client

Play Video about RFS Evolve - Agency portal guide - Adding a client
Play Video about RFS Evolve - Agency portal guide -Setting up workers

04: setting up workers

05: Setting up your consultants as users

Play Video about _RFS Evolve - Agency portal guide - User management
Play Video about RFS Evolve - Agency portal guide - Reports

06: Reports

RFS Protect forms

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