Agency portal user guide

Welcome to your agency portal user guide

We’re thrilled that you have chosen RFS Protect 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 Protect portal, is your central hub for managing, clients, candidates, assignments, timesheets and more.  Whether you’re a seasoned professional or just getting started, our user-friendly platform is designed to streamline your processes and leave you with more time to focus on running your agency.

RFS Protect logo

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.

RFS Protect guide download

User guide videos

01: Logging in

Play Video about RFS Protect - Agency portal guide - Logging in
Play Video about RFS Protect - New client credit check

02: New client credit checks

03. New client set up

Play Video about RFS Protect - New client set up
Play Video

04: New candidate set up

05: Assignment set up

Play Video about RFS Protect - New assignment set up
Play Video about RFS Protect agency portal guide Key Information documents

06: Key Information Documents (KIDs)

07: Online timesheets

Play Video about RFS Protect agency portal guide Online timesheets
Play Video about RFS Protect agency portal guide Limited company terms

08: Limited company terms

09: Self-billing agreement

Play Video about RFS Protect agency portal guide Self-billing agreement
Play Video about RFS Protect agency portal guide RFS Protect folders

10: RFS Protect folders

RFS Protect forms

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