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.
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!
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!Under CRM > HR, you’ll now see a shiny new ‘Shifts’ button! 
Click on any employee to instantly view their shift log.':
Click on any employee to instantly view their shift log.':