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REB Workflow

Case & Payroll Workspace

Private workspace · invitation only

Every client, every evaluation, every payment — in one workspace.

REB Human Services runs intake, case distribution and case-manager payroll from a single board. Each manager sees only their own folder; admins see the whole operation.

Client intake link

A public form feeds new clients straight into the master board, ready for distribution.

Case board, your way

Table, list, kanban or grouped views over every case, from new intake to closed.

Evaluation payroll

Log evaluation type, delivery date and amount. Totals per pay period, per manager.

Deadline alerts

Automatic emails 3 days, 1 day and on the due date, to the manager and admins.