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
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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
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workers eligible for reminders
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