Clients and worker groups
A client is an organisation you place workers with or run payroll for. A worker group is a set of workers at one client under one service model. You add both on the Clients screen, under Agency in the menu.
Who can see clients: Owner, HR admin, Payroll admin, Payroll approver.
Who can add clients and worker groups, and set a client's branding: Owner, HR admin.
Add a client
Section titled “Add a client”- Go to Clients and select Add client.
- Enter the Client name and the Contract start date.
- If you have them, enter the client’s Tax identification number (TIN) and CAC registration number. Both are optional.
- Select Add client.
The client is added as its own organisation, managed by your agency. A member limited to some clients cannot add a client, because the new client would be outside the clients they can see. See Client access.
Add a worker group
Section titled “Add a worker group”Add a worker group for each service model you provide to the client. For example, drivers you employ and second (Model A) and the client’s own office staff whose payroll you run (Model B) are two groups.
- On Clients, find the client and select Add worker group.
- Enter the Worker group name, for example “Drivers”.
- Under Service model, choose one:
- Model A · Outsourcing: you employ and pay the workers; they work at the client.
- Model B · Payroll bureau: the client employs the workers; you run their payroll.
- Model C · Administration only: the client employs and pays the workers; you keep their records.
- Select Add worker group.
Permanent placements (Model D) are not a worker group. You record them on the Placements screen. See Placements.
When you add an employee, choose Placed at a client, then the Client and Worker group. Cadre shows who the legal employer is, who runs payroll and where the person works, before you save.
Next: agree billing terms
Section titled “Next: agree billing terms”A new worker group has no billing terms, and invoices cannot be built until it does. See Billing terms and invoices.
Enter the client’s statutory registrations
Section titled “Enter the client’s statutory registrations”Under Models B and C, the client is the legal employer, so its schedules are filed with its own numbers, not yours.
- On Clients, select Statutory registrations on the client’s row.
- Enter the client’s registrations, as you would your own. See Statutory deductions overview.
Who can change a client's statutory registrations: Owner, Payroll admin.
Set the client’s own brand
Section titled “Set the client’s own brand”A client can have its own logo, accent colour and letterhead. They appear on the payslips and documents the client issues as legal employer: its Model B and C workers.
- On Clients, select Branding on the client’s row.
- Under Logo, select Upload logo. Use a PNG or JPEG of at most 256 KB, 32 to 2,000 pixels a side. SVG cannot be used.
- Under Accent colour, enter six hex digits, for example
#1F4E79, and select Save colour. The colour must be dark enough for white text on it: Cadre shows its contrast with white, and needs 4.5:1. - Under Letterhead, tick Print [client]’s letterhead on its employees’ documents if you want one. Fill in the Address block (up to six lines) and the Footer (one line), and choose whether to show the logo and draw rules in the accent colour. Select Save letterhead.
Whose brand appears follows the legal employer:
| Who the person is | Brand on their payslips and documents |
|---|---|
| Your own staff | Your agency’s |
| A Model A worker (you are the legal employer) | Your agency’s |
| A Model B or C worker (the client is the legal employer) | The client’s |
| A Model B or C worker, and the client has no brand set | Cadre’s plain header and the client’s name, never your agency’s |
If the client has its own Cadre account, it keeps its branding there, and you see it read-only. Payslips and documents already issued do not change when you change a brand.
Set each worker group’s attendance mode
Section titled “Set each worker group’s attendance mode”Where you use attendance verification, select Attendance on the client’s row to choose the mode people in each worker group start with. HR can still change one person’s mode on their profile. See Work locations.
Ended contracts
Section titled “Ended contracts”Clients whose contract has ended are hidden. Turn on Show ended contracts to see them.