AGENCY INTEGRATION

Streamline your agency operations with Orta’s agency integration

Simplify staff management, reduce costs, and improve shift coverage with Orta’s seamless integration for agencies. Connect directly with your agency partners to manage shifts, track worker performance, and automate invoicing, all in one place.

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Managing agency staff doesn’t have to be this complicated

Manual processes for managing agency staff lead to inefficiency, confusion, and missed opportunities for cost savings.

Manual staff management

Juggling multiple systems for shift allocation, booking, and invoicing results in errors, delays, and confusion.
Limited visibility

Not having a centralised view of all agency workers and their shifts makes it hard to track performance or identify gaps.
No real-time updates

Without automation, you’re always playing catch-up, manually processing invoices and tracking hours, which slows down operations.

Before Orta vs With

The Old Way

Using separate systems for shift management
Waiting for the agency to invoice and building up costs
Tracking shifts and workers in spreadsheets
Struggling with a lack of visibility into worker applications
Relying on manual emails and calls for shift updates

with

Centralised, real-time shift management between service and agency
Automated invoicing with VAT and rates for each worker
Real-time visibility of staff performance and shift coverage
Instant notifications when agency workers apply  for shifts
Seamless shift posting and automatic notifications

Using separate systems for shift management
Waiting for the agency to invoice and building up costs
Tracking shifts and workers in spreadsheets
Struggling with a lack of visibility into worker applications
Relying on manual emails and calls for shift updates

Centralised, real-time shift management between service and agency
Automated invoicing with VAT and rates for each worker
Real-time visibility of staff performance and shift coverage
Instant notifications when agency workers apply  for shifts
Seamless shift posting and automatic notifications

Orta makes agency integrations simple, fast, and reliable

Orta seamlessly integrates with your agency, giving you complete control
over staff bookings, invoices, and shift coverage.

Connect with agencies in real-time

Receive connection requests from agencies already using Orta and quickly accept or decline them.

Track staff performance & rates

Easily view your agency staff profiles, including all compliance information, and download their profiles with timesheets, VAT, and role-based rates.

Seamless shift management

Post shifts to your agency directly from the rota, manage open shifts, and keep workers notified instantly.

Automated invoicing

Generate and download invoices automatically based on the shifts worked by your agency staff, including VAT where applicable, while tracking spending live to stay on top of your budgets.

Flexible coverage options

Keep agency shifts out on Orta for permanent and bank staff, automatically cancelling agency bookings up to 24 hours in advance if in-house staff pick up the shift, cutting costs and admin time.

Orta connects agencies and service teams in one unified system

Connect with agencies directly

Accept or decline connection requests from agencies, view their rate cards, and track all agency staff and shifts in one place.

Real-time shift management

Post draft shifts to your agencies and see if they’re covered by your in-house staff first. If not, agencies are notified to pick them up.

Automated invoicing

Orta generates and organises invoices for all connected agencies, saving you time and reducing errors.

Track staff applications

Get notified whenever an agency worker applies for a shift. View their profiles, including employment type, availability, and qualifications.

Increase transparency

See all agency workers applying for shifts and manage them directly from your rota, making sure everything runs smoothly.

Streamlined process

Orta eliminates the need for manual intervention, allowing you to focus on more critical business tasks.

Hear from providers that are
already saving hours daily

The onboarding and compliance platform is incredibly user-friendly, making tasks like processing DBS checks, collecting signed contracts, and gathering documentation quick and straightforward. The Orta Onboarding support team is always responsive and goes above and beyond to assist us.

Homelium

Orta Onboarding has been nothing short of incredible. When times get busy it's feels like a breeze. It's saved us so much time. The team are always ready to step in and assist us with any questions that we may have which makes us feel like we're in safe hands at all times.

Brookdale House

We're super excited to be an Orta Onboarding client. Having a platform that is so straight forward is perfect. The interface is easy to navigate and the support team are super punctual with their responses. Over the Christmas period Orta Onboarding helped us fly through compliance with ease.

Swift Healthcare

Why organisations choose Orta for agency management

Seamless Agency Integration: Direct connection with agencies, no need for third-party software.
Automated Shift & Staff Management: Simplify booking and managing shifts for your internal and agency staff.
Real-Time Notifications: Receive instant updates when agency workers apply or shift coverage changes.
Streamlined Invoicing: Automatic invoice generation for your agency staff, including VAT and role-based rates.
Track Spending Live: Stay on top of your budgets with real-time tracking of spending.
Flexibility & Control: Post shifts to agencies and your own staff, with easy access to worker profiles and rates.
Agency Staff Profiles & Compliance: View agency staff profiles with compliance information, downloadable for your records.

FAQs

How does Orta integrate with agencies?

Orta automatically connects your organisation with agencies on the platform, enabling smooth communication and direct management of shifts and staff without manual emails or calls.

Can I track my in-house staff and agency workers in one place?

Yes, Orta provides a centralised view where you can track shifts, performance, and staffing across all workers, whether permanent, bank, or agency.

Can I generate invoices for my agency workers?

Yes, Orta generates invoices automatically for the shifts worked by agency staff, including all necessary details such as role-based rates and VAT.

Can I post shifts to agencies and my own staff?

Yes, you can post shifts to agencies, internal staff, or both, with real-time updates and notifications.

Streamline your agency operations with Orta’s agency integration

Managing agency staff doesn’t have to be this complicated

Manual staff management

Limited visibility

No real-time updates

Before Orta vs With

The Old Way

with

Orta makes agency integrations simple, fast, and reliable

Connect with agencies in real-time

Track staff performance & rates

Seamless shift management

Automated invoicing

Flexible coverage options

Orta connects agencies and service teams in one unified system

Connect with agencies directly

Real-time shift management

Automated invoicing

Track staff applications

Increase transparency

Streamlined process

Hear from providers that are already saving hours daily

Why organisations choose Orta for agency management

FAQs

How does Orta integrate with agencies?

Can I track my in-house staff and agency workers in one place?

Can I generate invoices for my agency workers?

Can I post shifts to agencies and my own staff?

Hear from providers that are
already saving hours daily