Welcome to the family! As an Administrator and EOR, there are a few organization wide things that you will need to set up before your staff can dive in. See articles below to learn more.
NOTE: Our Knowledge Hub is a work in progress. If you need help with something that is not addressed in our Knowledge Base yet, contact Support.
- Initial Log in
- Add Staff
- Add Signature
- Add Certification to List Manager
- Add Staff Certifications to Staff
- Add Staff Goal
- Staff Goals will be used for Staff Plan Notes and internal review.
- Add Client
- Add Goal