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Find answers to our most asked questions and learn how to use the Engage platform. Articles have been organised into sections that match our navigation.
My Account
My Account
How to Reset Your Password
Network
Team Members
How to Create and Manage Team Members
Businesses
How to Enable Self-Billing
How to Add a New Business
How to Add a New Business: Special Cases
How to Create a Client Configuration
How to Connect to an Umbrella
Sites
How to Create a Site
Workers
How to Register a New Worker
Worker Registration Experience
How to Request and Upload Worker Documents
How to Add and Manage Engagement Types
Contacts
How to Add Contacts
Jobs
Positions
How to Create a Position
Vacancies
How to Create a Vacancy
How to Configure Vacancy Approvals
How to Approve or Cancel Vacancy Requests
How to Invite Vendors to a Vacancy
How to Manage Vacancy Candidate Submissions
How to Manage the Status of a Vacancy
Placements
How to Create a Placement
How to Edit a Placement
How to Manage Placements
How to Manage Purchase Orders
How to Add an Overtime Rate
How to Replace Workers
IR35 Risk Management Module
ENGAGE IR35 Risk Assessment Module
Timesheets
Timesheets
How to Create a Timesheet
How to Edit a Timesheet
How to Edit POs During the Timesheet Approval Process
How to Mark a Timesheet as Absent
How to Approve and Reject Timesheets
How to Manage Timesheet Settings
See all 7 articles
Expenses
How to Create, Approve, Reject, and Cancel Expenses
How to Configure Expenses
Exports
How to Export Timesheets
Finance
Invoices
How to Configure your Invoice/Payment Settings
How to Set Invoice Contacts
How to Download Invoices
How to Request Supplier Invoices
How to Change Invoice Due Dates
How to Raise Credit Notes
See all 7 articles
Statements
How to View and Download Statements
Payments
How to Allocate Payments
How to Create Supplier Payments
Reports
Reports
How to Manage Reports
Preferences
General
Activity Logs
Regulation and Compliance
How to Add Document Requirements
How to Request a Share Code ID for Non-UK/Irish Citizens
Worker Portal
My Account
How to Change your Bank Details
How to Change your Email
How to Reset Your Password
Registration and Compliance
How to Register and Upload Compliance Documents
How to Provide Proof of EU Settlement Status
Timesheets and Expenses
How to Submit a Timesheet
Timesheet not Available
How to Submit an Expense
Time and Attendance
Troubleshooting GPS Access on your Phone
Troubleshooting
Platform Access
Difficulties Accessing the Platform
Product updates
2023
🐣 Release note - April 2023 🐣
National Minimum Wage Change April 2023
2022
National Insurance Increase from 6 of April 2022
2021
🎄 Release notes - 3rd edition 🎄
🎃 Release Notes - 2nd edition 🎃
⭐ Introducing our new Release Note series
EU Settlement Scheme - platform changes
2020
Goodbye 2020! A challenging yet triumphant year at Engage
New navigation is here!
Engagement type notifications and worker reports