Human Relationship Management
Create your employee/user accounts
Create user accounts for your employees
(internal users) and/or for your customers,
suppliers, or partners (external users).
Creating an account for your employees will
allow them to access data in the Suite and to
interact with all the application features such
as Third parties, Business documents, and other
applicable modules according to the access control
permissions that have been defined.
Creating a user only requires saving a name,
a login name, and a password. Many other options
and data can be set, such as job position, gender,
notes, attaching external files, status etc. You can
also set a user color so that you can identify user
events easily on the agenda module.
Set the hierarchy of your employees, so that when filling in leave requests, expense reports, and in other respective modules, the supervisor of the employee will be notified to validate the request.
Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency. If you use the module Project, you will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
Saving an e-mail address on the user's card will allow the user to send emails from within the program. Their signature will be displayed in each email sent from the program.
You can prevent users from having access to certain Part of the program features and confidential data by defining appropriate user permissions on the user card's 'permissions' tab.
If you have a lot of users, then you must consider creating user groups, define permissions on those user groups, and assign users to those groups.
Each user can personalize the environment, including language, theme, entry page, and also the dashboard.
Depending on which applications and enabled and which permissions have been assigned, users will have the ability to create leave requests, expense reports, and timesheets. Leave requests and expense reports will have to be approved by the user's supervisor, who will be notified via email when a leave request or expense report is submitted by the user.
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