Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Payroll

Found: 4 · reset

🕒1 min Employees

The employee card consolidates all information about a worker in one place. It displays classes, schedule, payments, rates, conducted classes and work schedule.

#Payroll #Teacher #Employee

Conducted Classes

🕒1 min Employees

Conducted Classes

The tab displays a list of all classes that an employee conducted.

#Visits #Payroll #Teacher

🕒1 min Employees

This tab is intended for recording all financial accruals to an employee.

#Payment #Payroll #Employee

🕒2 min Employees

The tab displays an employee's rates used to calculate their payouts. Rates determine the amount an employee receives for providing services or working with clients.

#Payroll #Teacher #Employee