Admin Guide
Complete reference for the Organization Admin dashboard — every tab, feature, and workflow.
Dashboard & KPIs
Real-time overview of your organization's operational health.
Admin Overview Dashboard
The landing page shows key performance indicators (KPIs) at a glance. Click any KPI card to navigate directly to the relevant tab.
- •Total active clients, employees deployed, and suppliers
- •Pending leads and approval counts
- •Revenue and cash flow summary
- •Recent activity feed across the organization
- •Quick-action cards linking to common tasks
Operations
Day-to-day task tracking and queue management.
Task Tracking
Central hub for tracking all active client-employee assignments. View billing status, timesheet uploads, and invoice files.
- •Filter by client, employee, or billing status
- •View uploaded timesheets and invoice documents
- •Track assignment start/end dates and billing periods
- •Quick links to client and employee detail pages
Finance Costing Queue
Queue of items pending finance review. Employees assigned to clients flow here for costing validation before invoicing.
- •Review employee cost breakdowns per assignment
- •Approve or flag items for re-costing
- •View supplier rates vs. client billing rates
Doc Verifier Queue
Admin view of the document verification queue. Monitor which client documents are pending review, approved, or rejected.
- •Track document submission status per client
- •View verifier notes and rejection reasons
- •Re-assign documents for re-verification if needed
Finance Management
Cash flow tracking, profitability analysis, and expense management.
Cash Flow
Real-time cash flow dashboard showing money in vs. money out across all clients and suppliers.
- •Monthly and cumulative cash flow views
- •Filter by client, supplier, or date range
- •Track receivables and payables
- •Visual charts for trend analysis
Project Profitability
Per-client profitability analysis showing billing revenue vs. employee costs, supplier payments, and overhead.
- •Gross margin and net margin calculations
- •Drill down into individual client profitability
- •Compare profitability across clients and time periods
- •Export reports for management review
Company Expenses
Track and categorize all company-level expenses including overhead, operational costs, and miscellaneous spending.
- •Add, edit, and categorize expenses
- •Monthly expense summaries and comparisons
- •Filter by category, date, or amount range
Employee Costing
Detailed cost breakdown for each deployed employee including salary, visa costs, insurance, accommodation, and other allowances.
- •Per-employee total cost of deployment
- •Compare cost vs. billing rate for margin analysis
- •Bulk view across all deployed employees
- •Historical costing records
Client Management
Complete client lifecycle from onboarding to monthly management.
Client Directory
Master list of all active clients with key details, contacts, and quick access to detailed client profiles.
- •Search and filter clients by name, status, or trade
- •View client details including TRN, trade license, and contacts
- •Navigate to full client detail page with assignment history
- •Track document verification status per client
Client Assignments
Map employees to clients. View all active assignments, billing status, and deployment details.
- •Assign supplier employees to client requirements
- •Track assignment start/end dates
- •View billing rate and cost rate per assignment
- •Monitor assignment status (active, completed, cancelled)
Monthly Client Management
Monthly recurring operations for each client — timesheet collection, billing cycle management, and renewal tracking.
- •Track monthly timesheet submissions per client
- •Manage billing cycles and payment due dates
- •Monitor contract renewal dates
Approved Clients
View all clients that have passed the lead approval pipeline and are now active in the system.
Deactivated Clients
Archive of clients who have been deactivated. Can be reactivated if needed.
Lead Management
Sales pipeline from lead submission to client onboarding.
Lead Submissions
View all leads submitted by the Sales team. Each lead contains company details, requirements, and supporting documents.
- •Review lead details: company name, contact, trade requirements
- •View attached documents (trade license, etc.)
- •Track lead status: pending, approved, rejected
- •Navigate to full lead detail page
Lead Approvals
Admin approval queue for submitted leads. Review, approve, or reject leads to convert them into active clients.
- •One-click approve or reject with reason
- •Approved leads automatically create a client record
- •Notification sent to Sales on approval/rejection
Rejected Clients
View leads that were rejected during the approval process. Includes rejection reason and option to reconsider.
Leads Archive
Historical archive of all processed leads for audit trail and reference.
Suppliers & Workforce
Manage your supplier network, employees, trades, and visa compliance.
Active Suppliers
Directory of all registered manpower suppliers with company details, license information, and TRN.
- •Add new suppliers with full company profile
- •View supplier details, contact info, and documents
- •Navigate to supplier detail page with employee roster
- •Track company license and TRN for compliance
Supplier Approvals
Queue for approving newly registered suppliers before they can be assigned employees.
- •Review supplier documentation (license, TRN)
- •Approve or reject supplier registration
- •View verification status of supplier documents
Supplier Assignments
Map supplier employees to client requirements. Track which suppliers provide workers to which clients.
Supplier Employees
Master database of all employees provided by suppliers. Includes personal details, visa information, and deployment status.
- •Full employee profile: name, nationality, passport, visa details
- •Track deployment history across clients
- •View visa expiry dates and renewal alerts
- •Navigate to employee detail page
Trades
Define and manage trade categories (e.g., Electrician, Plumber, Mason, Carpenter) used across the platform for classification.
- •Add, edit, or remove trade categories
- •Trades are used in lead requirements, client assignments, and supplier categorization
Visa Alerts
Automated alerts for visa expirations and renewals. Ensures compliance by flagging employees with upcoming visa deadlines.
- •Dashboard of upcoming visa expirations (30/60/90 day warnings)
- •Color-coded urgency indicators
- •Filter by supplier, client, or date range
- •Export alerts for HR processing
System & Settings
User management, audit logs, and organization configuration.
Staff Management
Add, edit, and manage all users within your organization. Control access by assigning roles.
- •Add new staff with name, email, password, and role
- •Toggle active/inactive status
- •Reset user passwords
- •View last login time for each user
System Logs
Complete audit trail of all actions performed within the organization. Tracks who did what and when.
- •Filter logs by user, action type, or date
- •View login history, data changes, and approvals
- •Export logs for compliance auditing
- •IP address tracking for security
Trash Bin
Soft-deleted records that can be restored or permanently removed. Provides a safety net for accidental deletions.
Subscription & Billing
Manage your organization's subscription plan, view invoices from Peepli, and update billing preferences.
- •View current plan and user count
- •Access subscription invoices
- •Contact support for plan changes
My Account
Update your personal profile information and change your password.
- •Edit username and email
- •Change password with current password verification
- •View last login timestamp