Administration

Adding & Editing Projects

Anyone with the Rhumbix PM, Payroll Admin, or Admin roles can add and edit projects. To create a new project, click the “+ Create New Project” button in the “Select Project” menu. To edit an ex...

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Managing Employees & Users

The Company Administration Team Members section lets you add and edit employees and users. Any employee added here can be included on time cards and T&M tags. To access go to “Company Administration” at the...

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Managing Company & Project Equipment

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Managing Project Materials

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How to use the Rhumbix .csv upload

Rhumbix allows you to bulk upload you employees, cost codes, budgets, equipment, and materials via .csv. Below are the steps to follow once on the "Setting" upload page. Click “Download .CSV Template” ...

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What do the different Rhumbix Roles mean?

There are six standard roles you can assign to your employees on the Rhumbix platform. These roles are Admin, Payroll Admin, Project Manager, Foreman, Office Staff, and Worker. Each role comes with varying leve...

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Managing API Integrations

The Rhumbix API allows access to your data in whatever system you need it. A few common uses include ERP connections, Power BI/Tableau analysis and visualization, as well as our Excel connector available in the...

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Mobile - Setting up your account

Getting started is easy. All you need to do is set your password, download the app, and log in. Once your administrator adds you to Rhumbix you receive an email to set your password. Open the email, then cli...

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Web - How to set up your Rhumbix account

Getting started is easy. All you need to do is set your password and log in. Once your administrator adds you to Rhumbix you receive an email to set your password. Open the email, then click “Set your pa...

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Excel Connector Setup

The Rhumbix Connector allows you to pull Rhumbix data to do analysis outside of the standard Rhumbix views. For more information, see this Rhumbix article and the Microsoft AppSource overview. There are two qu...

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