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Help and Support

Project Management

How to add a project? How to add a task? What is time-sheet? How to change task status? What is time-sheet approval? Employee list? Departments list? What is an issue? more

HRMS

What is HRMS? How to add new employee? How to add new department? What is position? How can I add new salary grades? How to add new position? What is an employee profile? How to edit employee profile? more

Performance Appraisals

How can I create new appraisal template? How can I review appraisal? What is Performance Appraisal? How to initiate employee appraisal? How to initiate 360 appraisal? How to add custom questions? How to generate reports? more

Goal Management

What is Goal Management? How to add new smart goal? How to add department goal? How to add project goal? How to add business goal? How to add personal goal? What is the difference between company, smart goals, department, and project goals? How to generate reports? more

CRM

How to add new lead? How to add a new contact? How to add new compaign? How to add new task? How to import contacts? How to send invoices? How to set up Case management email integration? How to edit the Case? more

Accounting & Finance

How to create Sales Quote? How to create Sales Invoice? How to send Invoice to client? How to integrate PayPall account? How to integrate Google Checkout account? What is inventory management? How to set up recurring invoices? How to generate reports? more

Payroll

How to add new payment How to add new payslip? more

Documents

What is the role of Documents tool? How can I upload files? How to upload a file to my Google Docs? How can I share a file? How can I cut a file? How to copy a file? Can I move a file to Trash? How to delete a file? Can I rename a file? more

Dashboard

What is the Dashboards tool? How can I view report results? What is viewed in Overall Dashboards section? What can be viewed in Project Management section? What types of results can be seen on Performance Appraisals dashboards? What are the main types of dashboards in Attendance page? Which finance results can I view? What types of CRM dashboards can I observe? Can I customize dashboards? more