All Clients
Every account Peak manages. Click a client to view their full portal data.
Add New Client
Create a new client account. This sets up their Firestore data structure and portal access.
Add Employee to Assignment
Place a KAIROS-screened employee with a client. This creates their full record including behavioral scores.
Create Client Login
Give a client company secure access to their portal. They log in with these credentials and see only their own data.
All Client Messages
Every conversation across every account — in one view.
Open Staffing Requests
All pending requests across every client account.
Timesheet Queue
Review and approve submitted hours before payroll processing. Approved timesheets feed directly into Payroll Export.
Flight Risk — All Clients
Every at-risk employee across every account in one view.
Configure Client ROI
Set the baseline numbers that drive each client's ROI Tracker. These are configured by Peak and visible to the client.
Steel Spine Index Setup
Configure the starting Steel Spine scores for each client. These update automatically as data comes in.
Employee Financials & Profit Calculator
Full cost burden, bill rate spread, and profit per employee. Select a client to load their roster.
| Employee | Client | Hrs | Pay Cost | Tax Burden | Add. Costs | Total Burden | Billed | Gross Profit | Margin |
|---|---|---|---|---|---|---|---|---|---|
| Select a client and generate payroll to see summary | |||||||||
| Week Totals | — | — | — | — | — | — | — | — | |
Master Payroll Export
All approved timesheets across all clients — one sheet for payroll processing.