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.
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.
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.
Approve/Deny leave
To approve or deny a leave request, simply click on "Approvals" in the top right corner of your screen.
You have the option to either approve or deny the user's leave request, and you can also provide a reason for your decision.