OrgFlow

Client portal — headcount reporting your clients can check themselves

For businesses that place staff at client sites, such as security, cleaning, facility services or outsourced staffing — each client logs in to see the rosters, live headcount and attendance for its own sites. Fewer calls asking "is everyone here today?", and clients never see payroll, wages or rates.

Before OrgFlow

Common problems

Clients call every day

Clients call or message to ask whether everyone is on duty, and your team has to check and reply to each one.

Building headcount reports by hand

Rosters and attendance have to be compiled into a report for each client manually.

Worried about data leaking to clients

Sending files to clients risks including employees' payroll or wage rates.

How it works

How client Portal works

  1. Turn it on when you have external clients

    It is optional — businesses without external clients simply do not turn it on.

  2. Give each client access

    Create separate access per client, linked to that client's sites.

  3. Clients see live headcount

    Planned vs on duty vs missing, plus the roster for their own sites.

  4. Attendance they can view and print

    Clients open the attendance grid and shortfall vs contract for their own sites and can print them — built from the same data as the back office.

Key capabilities

What it does

  • Only their own sites

    Each client sees only its own sites, never another client's.

  • Live headcount

    See planned, on-duty and missing headcount for each site.

  • Site rosters

    Clients view the roster for their own sites without asking for files.

  • Attendance grid + shortfall vs contract

    Clients see the attendance grid and how many are short against the contract, and print it themselves — less manual reporting.

  • No payroll, wages or rates

    Clients see staff names, photos and check-in/out times at their own sites, but never payroll, wages or rates.

  • Same data as the back office

    Uses the same data as the ERP and employee app, with the main database hosted on servers in Thailand and data separated per company. The portal is currently in Thai.

FAQ

Questions about client Portal

Does every business need the client portal?

No. It is optional for businesses that place staff at client sites — if you have no external clients, you do not need to turn it on.

What can clients see?

Rosters, live headcount, the attendance grid (staff names, photos and check-in/out times) and shortfall vs contract — for their own sites only, and printable.

Can clients see employee payroll?

No. The portal never shows payroll, wages or rates.

Can clients see each other's data?

No. Access is separate per client, and each one sees only its own sites.

Do we need to enter data separately for the portal?

No. The portal uses the same data as the back office and the employee app.

Let our team walk you through it

See it with your own business's way of working — the form takes under a minute. Our team will get back to you to schedule an online demo and help set up your company when you're ready.

  • Online demo at a time that suits you
  • Self-service Excel import, plus onboarding help
  • Start from 1 branch
  1. Send the form — it reaches our team immediately
  2. We call you back on the number you entered to set a time
  3. See the system online with your business's way of working
Contact us

Book a walkthrough or request a quote on one page · under a minute, we call you back

Book a demo