Operations

16

• QA Report Settings
• Assign a Site Manager to a Site
• Service Provider to provide a Quote
• Escalations
• Assign a CSM to a Site
• Adhoc Work Orders
• Roster Management
• QA Report Client Recipient

• Time and Attendance

  8

CRM/BD

5

• Make a Site inactive
• Find a Site
• Find a Client
• CRM Reports
• Change CRM Client Status

User Management

2

• User Assignment
• User Management

HR

11

• Remove-Cancel Onboarding Invitation
• Check Pending/Completed Conversions
• Onboarding Invitation Logs
• Onboarding – Uploading Tax Form
• Onboarding – Uploading Super Form
• Onboarding – Updating Bank Details
• HR FAQ
• HR Onboarding Admin Guide
• HR Onboarding Cleaner Guide
• HR Conversion of Employment
• Deactivating an Employee/Contractor
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Settings

2

• Forgot Your Password
• Audit Log

IMS

2

• Create Folder
• Uploading Documents to an SKG IMS