How do I add Training & Certifications under the User Setting?
To add Training & Certifications under User Settings for an Employee, go to Directory and then choose the User from the Directory, under Users.
Scroll down to Training & Certifications & choose Add Certificate and start adding the certificates over here. Once saved, it will appear in the User Settings section for that Employee.
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How do I add Time Off Requests under the User Settings?
To add Time Off Requests under User Settings, go to Settings and choose My Details. Scroll down to the very bottom until Time Off Requests and from the right, click Add Time Off Request" and make the request.
Basic of User Settings
Purpose: To Get the User Setup. Background: This tool is used to setup the software with all your personal information. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. Steps to ...
How do I add an employee?
Employees, like other contacts, can be added multiple ways. You can add them manually or import them. To Add an Employee, go to the Menu > Directory > Add New... > Select Employee. To Import a list of Employees, go to Menu > Directory. On the right ...
How do I create a new User?
To create a new User, you need to create a new Employee. Go to the Menu and then choose Directory. From here, select Add a New Employee option and create a new Employee. From here, there will be an option called Allow App Access. Once this box is ...
Disabling an Employees or User's Account
Disabling an Employees or User's Account At times, you will need to disable a User's account. This can happen if the employee quits or is terminated. Remember, in Contractor Foreman records are never deleted. However, you can Inactivate a User and ...