QBIS
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QBIS
HomePlatformHow it worksWho it's forAbout us
Book a demo
QBIS

Connected staffing software for fast-moving recruitment teams.

All systems operational
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© 2026 QBIS. All rights reserved.Connected staffing operations

IMPLEMENTATION & ONBOARDING

A proven journey from kickoff to confident go-live

Migrating staffing software should never interrupt your placements. Our structured rollout framework ensures smooth data transfer, comprehensive team training, and full launch support.

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ONBOARDING TIMELINE
OverviewLive RosterCompliance

Your QBIS Launch Journey

On Track

  • 1
    Discovery & Requirements

    Mapping rates, compliance rules and branch structures

  • 2
    Data Migration

    Clean extraction and loading of candidate & client databases

  • 3
    Configuration & Setup

    Setting up custom templates, rate cards and permissions

  • 4
    Team Training

    Hands-on role-specific sessions for recruiters and finance

  • 5
    Live Cutover & Support

    Supervised go-live and first billing cycle validation

Stage 1Discovery
Stage 2Data Migration
Stage 3Configuration
Stage 4Training
Stage 5Go-Live

STEP-BY-STEP ROLLOUT

The 5 implementation stages in detail

We take the anxiety out of changing recruitment systems through an orderly, transparent migration plan.

  1. Stage one

    Understanding your agency operations

    We audit your existing processes, custom pay rates, compliance checklists, branch setup and accounting integrations.

    • Full operational workflow mapping
    • Compliance rules & document requirement audit
    • Client rate card and overtime structures review
    • Milestone schedule and launch date sign-off
  2. Stage two

    Safe, validated data migration

    We cleanse and transfer your active workers, client accounts, historical booking logs and rate cards without data loss.

    • Data extraction from legacy database or spreadsheets
    • Automated deduplication and address formatting
    • Worker compliance document linking
    • Sample data verification and stakeholder sign-off
  3. Stage three

    Custom configuration & branding

    We configure your invoice headers, candidate registration forms, automated SMS notifications and branch permission matrix.

    • Custom client rate cards and PO configurations
    • Agency branded registration forms and emails
    • Integration with payroll engine (Sage, Xero, etc.)
    • User accounts created with role-based permissions
  4. Stage four

    Targeted team training sessions

    Interactive training customized for recruitment consultants, compliance managers, branch leaders and finance personnel.

    • Consultant training: fast candidate search & booking dispatch
    • Compliance training: document checks and verification
    • Finance training: timesheet validation, billing & payroll exports
    • Recorded training library and cheat-sheets provided
  5. Stage five

    Supervised go-live and immediate support

    We accompany your team through your first live placement shift allocations and your initial full billing/payroll cycle.

    • Live cutover assistance with dedicated technical lead
    • Priority Slack and phone support during week one
    • First pay and bill cycle reconciliation audit
    • Post-launch review and optimization check

ZERO DISRUPTION

Designed to keep your agency placements moving

We understand that stopping for a software migration is not an option when clients need staff tomorrow.

  1. 01

    Parallel Testing

    Run a test timesheet and payroll batch alongside your existing process before fully cutting over.

  2. 02

    Phased Branch Rollout

    Optionally migrate one sector or regional branch first to prove workflows before agency-wide rollout.

  3. 03

    Intuitive Recruiter UX

    Clean, logical screens mean recruiters become proficient within days, not weeks of confusing training.

  4. 04

    Direct Account Lead

    One named technical contact from our team manages your migration from kickoff call to post-launch.

CONTINUOUS SUCCESS

What happens after go-live

Our relationship doesn't end at launch. We provide ongoing UK-based customer support and frequent platform enhancements.

Ongoing Support & SLA Commitments

01
Dedicated Support Desk

UK daytime telephone and live ticket assistance

02
Guaranteed Uptime

99.9% availability SLA with redundant hosting

03
Continuous Updates

Regular feature updates included at no extra cost

04
Annual Workflow Reviews

Optimization consultations to unlock deeper efficiency

COMMON QUESTIONS

Frequently asked questions about switching to QBIS

Have questions about the migration process? Here are answers to the most common queries.

How long does a typical QBIS implementation take?

Most single-branch agencies launch within 3 to 4 weeks. Multi-branch operations with complex historical databases typically take 6 to 8 weeks, depending on data preparation and training scheduling.

Can we import our existing worker and client data?

Yes. Our team assists with extracting, cleansing, and importing candidate documents, client contacts, charge rates, and historic reference notes from legacy databases or spreadsheets.

Does QBIS integrate with our existing accounting and payroll software?

QBIS includes pre-built export integrations for standard UK accounting and payroll systems including Sage 50, Sage Payroll, Xero, BrightPay, PayCircle, and Merit. Custom CSV exports can also be configured.

What happens if we need help on our first live payroll run?

Your dedicated implementation lead will be directly available via phone and video call during your entire first weekly billing and payroll cycle to verify calculations and ensure a flawless run.

Ready to plan your agency's upgrade?

Speak with an implementation specialist today to discuss your timeline, current setup, and migration requirements.

Book implementation consultation