Workora Pro — Staffing Management Platform
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Dashboard

⏱ Pending Timecards
🧾 Recent Invoices
📊 Applicant Pipeline
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📎 Candidate Application Link
Share this link with candidates. Rosie can text or email it directly — completed applications land here instantly.
Ref tag:
ARC Talent Solutions:
⏳ In-Progress Applications ▸ show
People who started the application and saved but never submitted. Nudge them a link that drops them back exactly where they left off.
ApplicantPositionCity / StateExperienceLangAppliedE-SignStatusActions
ApplicantPositionDate & TimeLocationInterviewerOutcomeActions
ApplicantPositionPay RateStart DateSentStatusActions
📥 Client messages land here as drafts — nothing becomes a job order without your approval. Senders matched to a registered client contact are pending; unknown senders are quarantined and need a client picked manually.
WhenFromClientAI SummaryDetailsStatusActions
NameSkillsAvailability⭐ ScorePay RatePaychex IDActivityActions
TitleClientShiftPay / BillMarginHCStatusActions
WorkerJob OrderClientDatesPay / BillStatusActions
WorkerJob / ClientWeek EndingRegOTStatusActions
CompanyContactEmailPhoneStatus💰 HealthActivityActions
EmployeePeriodGrossDeductionsNet PayStatusActions
Invoice #ClientPeriodTotalPaidBalanceStatusActions
Record Payment
Payment History
InvoiceClientDateAmountMethodActions
📊 AR Aging Summary
InvoiceClientDue DateBalanceDays OutBucket
CompanyContactStatusScoreValueSourceActivityActions
NameEmailPhoneCompanyTitleTagsActions
🕐 Payroll Hours
Every client's uploaded hours from PayrollPro — one universal view, newest week first. Read-only.
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📚 Guides & Manuals
Role-based training for Workora — download the deck or watch the narrated video. Guides use fictional demo data, so they're safe to share with anyone on the team.
📊 Recruiter KPIs
Production numbers — calls, touches, candidates, placements
Recruiter📞 Calls✉ Total Touches👤 Candidates Added🎯 Placements🔗 Active Pipeline
Calls and touches come from logged activities (🗒 Log on candidates, 📞 Log Touch on leads). Placements count assignments created. Attribution starts today — historical records created before this feature have no owner.
📍 Source of Hire
Where your applications come from — which job board actually fills roles. Tracks every channel automatically once your feeds are live.
🔐 Role Profiles — what each role sees
A saved profile replaces that role's defaults for everyone with the role. Admin always has full access and can't be edited. Only the owner can save changes.
Menu preview
Pipeline by Stage
📞 Needs Follow-Up
Due/overdue follow-ups, plus any open lead untouched for 7+ days
Recent Activity
📦 Placements by Month
💰 Revenue vs Payroll Cost
🏢 Top Clients by Revenue
🔀 Hiring Pipeline Funnel
📥 Applications by Month
🎯 Fill Rate by Month
🏆 Recruiter Performance
NameEmailClient CompanyInsights ScopeCreatedActions
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📉 Retention & Departures ▸ show
Survival (7/30/90-day) per site, monthly attrition with reasons, and probable quits waiting for a one-click confirm. A worker counts as departed after 14 days without a punch in that site's data — confirming adds the "why".
🏭 Sites
SiteClient OrgFormatPP CodeShift StartRowsLast UploadRequested (wk)
📤 Upload History
SiteWeekFileRowsWorkersMatchedStatusWhen
WorkerI-9W-4BackgroundDrug ScreenDirect Deposit% DoneActions
NameEmailRoleStatusActions
Submit Timecard
Week EndingJobRegOTStatus
Job TitleClientDatesPay RateStatus
PeriodGrossDeductionsNet PayStatusPay Stub
Subscription & Billing
Manage your Workora plan and usage
Current Plan
Team Usage
— / — users
What's included
Compare Plans
Integrations Hub
Connect Workora to your payroll, accounting, and HR platforms
PayrollPro NATIVE
Workora's own payroll & invoicing platform — hired candidates and signed onboarding docs flow across automatically
Service-key bridge · One-click SSO · Auto document sync on signature
● Bridge Active
Last sync:
What syncs to PayrollPro
✓ Active candidates → Workers ✓ Pay rates + OT (1.5×) ✓ Client assignments ✓ Signed I-9 / W-4 / Direct Deposit / Handbook ✓ Auto-push on signature
Paychex Flex PRIORITY
Sync workers, timecards & payroll runs directly to Paychex Flex
OAuth 2.0 · REST API · Real-time sync
Not Connected
Last sync:
What syncs to Paychex
✓ Workers / Employees ✓ Timecard Hours ✓ Pay Rates ✓ Department / Job Codes ✓ Direct Deposit Setup
QB
QuickBooks Online
Invoices · Clients · Payroll GL entries
Not Connected
Sync invoices as QB invoices, clients as customers. Payroll entries post to your GL automatically.
Last sync:
ADP
ADP Workforce Now
Workers · HR records · Payroll data
Not Connected
Push workers as ADP employees. Sync timecard hours for payroll processing in Workforce Now.
Last sync:
BHR
BambooHR
Employee profiles · Onboarding · PTO
Not Connected
Sync candidates as BambooHR employees. Pull PTO balances and push onboarding checklists.
Last sync:
G
Gusto
Payroll · Benefits · Compliance
Not Connected
Push worker data and hours to Gusto for small-business payroll processing and benefits enrollment.
Last sync:
RIP
Rippling
HR · IT · Payroll all-in-one
Not Connected
Sync employees to Rippling for unified HR, IT provisioning, and payroll in a single platform.
Last sync:
Need a custom integration?
Workora exposes a full REST API. Connect any tool using webhooks or direct API calls.
📋
Application Template Settings
Customize your candidate application form branding and available positions
Compliance & Communication
🔍
Checkr
Background Screening & MVR
Coming Soon

Run instant background checks, MVR reports, and drug screens directly from a candidate's profile.

📋 Criminal background · 🚗 MVR · 💊 Drug screening · ✅ Identity verification
🇺🇸
E-Verify
Employment Eligibility Verification
Coming Soon

Verify employment eligibility for all new hires through the federal E-Verify system — automatically triggered after I-9 completion.

📄 I-9 verification · 🏛️ DHS/SSA database · ⚡ Real-time results · 📊 Compliance records
📱
HeyRosie SMS
AI Receptionist & SMS Blasts
Planned

Connect Rosie to send automated SMS blasts to candidates — job alerts, interview reminders, and onboarding nudges via text.

📲 SMS job alerts · ⏰ Interview reminders · 📋 Onboarding nudges · 🤖 AI responses
Currently Active: You're already using HeyRosie at heyrosie.com/admin for inbound calls and SMS. Full API integration is planned once HeyRosie's partner API becomes available.
📋 Onboarding Workflows
When a candidate is hired, onboarding docs are auto-sent for e-signature
Automatic Onboarding on Hire
When you move a candidate to Hired status in the Applications pipeline, Workora automatically sends them 4 onboarding documents for e-signature: I-9, W-4, Direct Deposit Authorization, and Employee Handbook Acknowledgment.
Onboarding Documents
CandidateDocumentSentStatusSigned ByActions
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🔗 Referral Tracking
Track candidate referrals and manage referral bonuses
Referral Records
ReferrerReferredCodeStatusBonusPaidDateActions
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⏰ Payroll Reminders
Automatically remind active workers to submit their timecards
Reminder Settings
Configure automatic weekly reminders for your active worker pool
How It Works
Scheduled — Runs automatically on your chosen day/time each week
👥 Targeted — Sends only to candidates with Active or Available status who have an email on file
🔗 Linked — Each email includes a direct link to the Worker Portal to submit hours
📧 Requires SendGrid — Make sure SENDGRID_API_KEY is set in your .env
Active Workers
workers eligible for reminders
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