YES TEAM AGENCY

About the client

YES Team Agency is a temporary-worker and personnel agency that supplies clients with temporary workers for various types of events and positions. It invoices clients for shifts worked, pays temporary workers their wages and advances in cash and by transfer, evaluates their performance, and keeps full records from lead through quotation and job to invoice.

The challenge

The agency worked with dozens of clients and hundreds of temporary workers across various venues and sections. Before Modulario, administration ran on a combination of Excel, email, and a separate accounting tool:

• Leads and business cases scattered across different sources — no status tracking
• Temporary workers kept in Excel, ratings (quality, attendance) recorded manually
• Shift planning by venue, client, and section was done in notebooks
• Temporary-worker invoices, paid advances in cash and via the POS, were tracked separately from client invoicing
• Monthly payroll costs were compiled manually — errors when calculating hours and rates
• Tickets and Tasks from clients without central records

The solution

Modulario implemented a comprehensive ERP with 53 interconnected data structures designed specifically for a temporary-worker agency:

Sales pipeline and commerce

• Leads with classification (Lead status, Lead source) and conversion to a business case
• Price quotations and YES Team pricelist — custom pricelist for various Sections / Subsections and Service types / Event type
• Jobs with statuses linked to clients and temporary workers
• Client rating and NPS

Temporary workers and HR

• Temporary workers with a complete profile (personal data, photo documentation, position, skills)
• Temporary workers per shift — allocation of specific workers to a shift/event
• Temporary worker rating — performance, attendance, reliability
• Position, Services / Activity / position — enumerations for types of work
• Shifts and Venues — where and when the work is performed
• Pay rates, Wage, Months, Monthly payroll costs — payroll calculation and reporting

Invoicing, POS, and finance

• Temporary-worker invoices — invoicing clients for shifts worked
• Invoices, Received invoice, Advance invoice, Delivery notes — commercial cycle with support for both old and new document versions (Invoices old, Delivery note old)
• POS registers and POS transactions — multi-POS network for cash payments
• Paid advances to temporary workers in cash
• Bank accounts and Bank transactions, Income from temporary work
• Sent payments with payout records
• VAT and rates

Communication and processes

• Tickets and Tasks (Task — category) — records of tasks and requests from clients and internally
• Discussion, Notifications, Dashboard — operational overview
• Warehouse — records of small materials for events
• Companies, Contact persons, Orders, Sales order, Order status — commercial cycle with clients