We're missing some of your personal info — fill it in below so your file is complete.
📝 My Details
Only Haida Consulting's HR team can see this — keep it accurate, it stands in for a filled HR file.
🩺 Health & Safety (so we can keep you safe at work)
🎓 Experience & Skills
💼 Work Practicalities
🏆 Team Leaderboard
Role
Status
Start Date
Last Trained
Performance Notes
🎓 Training Due
🎓 My Courses
✉ Notes For You
📌 Notice Board
📚 Knowledge Base
📝 Daily Report
Your Recent Reports
👥 Team Daily Reports
⚠ Report an Incident / Accident
Your Filed Incidents
🙂 Face on File
One quick photo to set up face-check clock-ins. The photo itself is never stored — only a private mathematical reference is kept, which can't be turned back into an image. Once this is set up, clocking in will require it to actually be your face.
🕒 Attendance
Recent Attendance
🌴 Apply for Leave
Your Leave History
📅 Team Rota
Everyone's shifts at a glance — yours are highlighted gold.
📆 Available Shifts
🔁 My Swap Requests
Strikes on File
Haida Consulting — Training
Request Staff Training
Your Training History
Haida Consulting
🔔 0 new
🔔 Alerts on
Dashboard
Everything that needs your attention today, in one place
My Profile
Your account details
Change Access Code
Personal & HR Details (Internal Team)
Only the owner can see this section — fill it in fully, this is what stands in for a signed contract on file.
Calendar
Who's scheduled and who's on leave, across every client, next 14 days
Projects
Company projects and client projects, with tasks tracked to completion
Clients
Manage all active and onboarding clients
Client
Niche
Package
Status
Reports
Location
Actions
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Add Report
Submit a report for a client — fields adapt to the client's niche automatically
Select a client to see niche-specific report fields
Overall Summary
Invoices
Create, track, and manage all client invoices
Invoice
Client
Subtotal
VAT
Total
Paid
Balance
Due
Status
Actions
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Complaints
Log, track, and resolve client or customer complaints — 3-strike escalation model
Action Tracker
All outstanding actions across every client — nothing falls through
📥 Incoming Client Requests
Action
Client
Owner
Due
Priority
Status
Actions
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Daily HR Report
One clean daily snapshot across every client — no digging through raw attendance logs
🔐 Face Change Requests
Staff can't quietly swap out their registered face — every change needs your approval first
📝 Daily Reports
What staff logged as their day's work, for the date selected above
⚠ Incident Reports
Everything staff have filed that isn't marked Resolved yet — not limited to the date above
🎓 Training At a Glance
Everyone who hasn't started a single course yet
Client Staff Records
Staff members employed by clients — flags, performance notes, training records
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Contracts
Contract dates, renewal alerts, and retainer tracking per client
Client
Type
Value
Start
End / Renewal
Days Left
Status
Actions
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Documents
SOPs, handbooks, policies, and other documents shared with clients
Document
Client
Type
Date Added
Link / Notes
Actions
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Compliance & Infection Control
Regulatory bodies by jurisdiction · Staff health testing · Facility hygiene · Client-visible reports
Required Tests Per Staff Member
Hepatitis B & C Annual · All niches
HIV (ELISA/Rapid) Annual · Aesthetics, clinical, food
Tableware & Utensil Sanitisation Per use + daily · Food, hospitality
Food Safety Standards — Eat Off The Floor Level
Temp Log — Cold Storage Twice daily · ≤4°C
Temp Log — Hot Holding Every 2hrs · ≥63°C
Delivery Acceptance Check Per delivery · Temp + visual
Date Labelling Audit Daily · All stored food
Allergen Record Per menu change · 14 allergens
Cooking Temp Probe Log Per batch · ≥75°C core temp
Plate & Cutlery Sanitisation Per service · Eat-off-the-floor standard
Hand Hygiene Compliance Supervisor check · Every shift
Risk Assessment Categories
Fire & Emergency · Manual Handling · Chemical/COSHH · Food Safety · Infection Control · Lone Working · Electrical Safety · Slip/Trip/Fall · Equipment Operation · Mental Health & Wellbeing · Customer-Facing Risk · Data Security
Training Types
Food Hygiene (Level 1/2/3) · Infection Control · Fire Safety · Manual Handling · First Aid · Data Protection · Allergen Awareness · Customer Service · Safeguarding · Health & Safety Induction · Equipment Operation · Brand & SOP Training
Regulatory bodies by jurisdiction · Staff health testing · Facility hygiene · Client-visible reports
📚 Master Library — Reference only. Edit body details here. To assign bodies to a client and track compliance, go to the client's profile → Compliance tab.
Required Tests Per Staff Member
Hepatitis B & C Annual · All niches
HIV (ELISA/Rapid) Annual · Aesthetics, clinical, food
Tableware & Utensil Sanitisation Per use + daily · Food, hospitality
Food Safety Standards — Eat Off The Floor Level
Temp Log — Cold Storage Twice daily · ≤4°C
Temp Log — Hot Holding Every 2hrs · ≥63°C
Delivery Acceptance Check Per delivery · Temp + visual
Date Labelling Audit Daily · All stored food
Allergen Record Per menu change · 14 allergens
Cooking Temp Probe Log Per batch · ≥75°C core temp
Plate & Cutlery Sanitisation Per service · Eat-off-the-floor standard
Hand Hygiene Compliance Supervisor check · Every shift
Risk Assessment Categories
Fire & Emergency · Manual Handling · Chemical/COSHH · Food Safety · Infection Control · Lone Working · Electrical Safety · Slip/Trip/Fall · Equipment Operation · Mental Health & Wellbeing · Customer-Facing Risk · Data Security
Training Types
Food Hygiene (Level 1/2/3) · Infection Control · Fire Safety · Manual Handling · First Aid · Data Protection · Allergen Awareness · Customer Service · Safeguarding · Health & Safety Induction · Equipment Operation · Brand & SOP Training
Logins and access this client has shared with us. Owner-only — no other admin or staff sees this tab.
Event Planner
Manage events Haida is planning or coordinating — inventory, production, vendors, timeline
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Client Onboarding
Track every step from first contact to first report — fill this in live on a call
Pending Approvals
Review and approve or reject edits made by your admin
No pending approvals.
Food & Staff Training
Independent training clients — sign in separately, request training, track status and renewal dates
Talent Pool
Everyone who's applied, not attached to any client yet — your standing bank of candidates on file
Courses
General, industry and role training progress — across every candidate and staff member
Interviews
Every interview session, its questions and the candidate's actual answers
Screening Tests
Sent as a standalone link — candidates never get portal access, just a one-off test
My Work — All Your Clients
Everything that needs your attention, across every client you support — no need to open each one separately
Payroll & Tax
Pension (5% employee) is the only statutory deduction applied — no NHF or PAYE tax. Basic salary and allowances can be adjusted per staff at any time since figures vary month to month.
Remittance Schedule (for pension audits)
Accounting & Bookkeeping
Per-client books — visible only to the client themselves, the accountant, and you
Record Transaction
Add Bill (money owed to a vendor)
Match a bank statement line to a ledger entry manually. (Live automated bank feeds need a connected provider like Mono/Okra — not yet connected.)
Every transaction recorded, edited, or deleted for this client's books
Activity Log
Everything your admin and clients do, in order — visible only to you
Team Ratings
Set each team member's monthly rank — S, A, or B. Everyone starts the month as S Rank until you change it.
Team HR Files (Internal)
Your own team's personal details, guarantor, and agreed duties — not client-placed staff. Visible only to you
Manage Team
Add, edit, or deactivate internal team logins — no need to touch Supabase directly
+ Add Team Member
Type the department as exactly finance (lowercase) to unlock Accounting, Payroll, Invoices, and Expenditure for that person — anything else is just a display label and doesn't restrict what they see.
Internal Payroll
Your own team's pay — no pension, no fixed salary. Amount varies month to month based on rank and performance; add a deduction and it works out net pay for you.
Team Training
Skill-building opportunities you've made available to the team. Anyone who hasn't ticked one off keeps seeing a reminder on their dashboard.
+ Add Training
Expenditure Tracker
Log all business spending — salaries, software, fuel, client expenses, and more
Item
Category
Vendor
Date
Amount
Client
Notes
Actions
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Income Tracker
Money coming into the company — paid invoices plus any other income, so you can see profit or loss against Expenditure
From Paid Invoices
Other Income
Welcome
Need something from Haida Consulting?
Submit a request and it goes directly to our team
Share and keep track of any logins or access you've given us for your accounts. Only you and Wahida can see this.
📍 Work Location (staff must be within this radius to clock in)
🕒 Work Hours (used to flag late clock-ins & early clock-outs)
Request New Staff
Your Requests
Submit a Request
Previous Requests
Assign Compliance Bodies
Tick all bodies that apply to this client. Only selected bodies appear on their compliance tracker.
Update Status
Add New Client
Create Invoice
Invoice Preview
Log Complaint
Add Action Item
Add Staff Member
After uploading, click "Save Staff Member" below to finish adding them.
Portal Login (optional — lets this staff member sign in to view their own record)
Staff Profile
Rating
Profile Info
Uploading here saves the photo immediately — no need to click Save Profile for this field.
📝 Personal & HR Details (Client Staff)
✅ Safer Recruitment Checklist
Go through this once when onboarding — a soft reminder shows on their card until everything required is ticked. Doesn't block clock-in.
💰 Salary & Payroll
Only pension is deducted here — no NHF or PAYE tax applied.
🎓 Trainings
✉ Notes For Them
📝 Daily Reports
⚠ Incidents
🌴 Leave
🕒 Attendance
Log Other Income
Manage Services
Choose which parts of the portal this client can see. Unchecking a service hides those tabs entirely from their view.
Add Training Company
Course
Enroll in a Course
Linked to their Talent Pool record
Schedule Interview
Linked to their Talent Pool record
Every interview includes the General Interview Questions automatically. Picking a niche adds that industry's questions on top.
Log Interview
Add Project
Add Task
Manage Course Content
Manage Questions
Send Screening Invite
This creates a brand-new, empty test — you'll need to add its questions afterwards from "Manage questions."
Log Strike
Add Contract
Add Document
Client
Log Expense
Monthly KPI Scoring
New Event
Event Inventory
Edit Record
Add Access / Login
Only the owner and this client can see entries here — no one else on the team has access to this tab.
Request Shift Swap
This just sends a request — nothing changes on the rota until HR finalises it.
Confirm It's You
A quick photo is required to clock in — this protects everyone's pay records.