9 | HR

9 | HR

Finding the HR Module:

Navigate to CRM>HR

Adding a New User:

To add a new user, click on "Add User" located in the top right corner.




Adding Activity to a User:

To add an activity to a user, click on the "Activity" button.




Viewing Activities:

To view upcoming or previous activities, navigate to Activity > View.



Adding Time Off to a User:

To add time off for a user, click on the "Time Off" button.




Viewing Time Off:

To view previous and upcoming time off, go to Time Off > View.


Updating or Viewing User Information:

Simply click on a user to update or view all of their information.


Securing HR Documents Within User Profiles:

Safeguard essential HR documents, like contracts and performance reviews, by securely storing them within each user's profile.

To oversee time-off requests:

Employees can submit time-off requests by selecting the "Manage Time-Off" option. This will trigger an email notification to their manager, who can then approve or deny the request.





Shift Manager

 Where to Find It: Head to your profile, and you’ll spot it right there!
  

 Starting & Ending Your Shift: Just tap ‘Start Shift’ to clock in, and ‘End Shift’ when you’re done!  




  Tracking Your Shifts: Click on ‘My Shifts’ to view your shift history – and yes, you can even export your shifts to Excel!

Shift reporting:

Find the Shift Report button at the top—click to open and filter shifts by date for quick and easy tracking! 📊✨



You can also go to shift reports by going to Analytics>Reports>Standard Reports:

User Role Restrictions

 When adding a new user, you can now set their role as either Administrator or Employee.

  • If a user is set as Employee, they will not be able to edit or save any changes to their profile.


Time Zone for Clock In/Out

 Clock in and clock out times now reflect the time zone set in the user's profile.

  • After selecting a time zone, users must log out and log back in for the change to take effect.

  • Times will display according to the selected time zone.


Manager Reason for Time Off Approval or Denial

 A new field has been added for managers to enter a reason when approving or denying time off requests.

  • The reason will be visible in the time off record.

  • Please ensure the manager's note is entered during the approval or denial step.


Time Off Calendar View

 Time off is now visible on the calendar.

  • Users can choose to view time off for all employees or filter by specific employees.

  • This provides an overview of planned leave and improves visibility across the team.