Learning Pathway for Human Resources
💡These topics focus on managing staff records and service tickets.
Contacts and Staff Records
- Custom Attributes
- Attribute Sets
- Notes and Attachments
| Contacts | Contacts is a central database of all the customer, supplier and staff records. The Contacts module lets you keep all the staff records in a single place.
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| Attribute Sets Persons | Use attributes to capture extensive information on staff or applicants such as employment details, credentials, medical and next of kin. Attribute Sets Persons: Explains all the available attribute sets that can be added to contacts’ records. |
| Custom Attributes | Custom attributes can be created to capture bespoke information on staff. Custom Attributes: Step-by-step instructions for creating custom attributes and adding them to contacts’ records. |
Service Manager (Service Types and Service Tickets)
| Service Manager | The Service Manager can be used to create and manage staff issues or to deal with applications. Service Types create the rules and features of service tickets.
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Timekeeping
| Timekeeping | You can use the Timekeeping module to record the time staff spend working on projects, tasks or general work.
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Mobile App
| Mobile App | Customer information can be viewed and edited from a browser using the Mobile App.
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