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Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp4 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications7 #Access11 #Role3 #Report23 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment24 #Payroll4 #Export2 #Import2 #Status28 #Debt9 #Arrears1 #Lead16 #Manager11 #Teacher19 #Student29 #Employee15 #Metrics16 #Filter11 #AI bot3 #Template5
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

#Employee

Found: 15 · reset
UMAI CRM
Как активировать личный кабинет сотрудника
🕒1 min Employees
Как активировать личный кабинет сотрудника
После получения приглашения сотруднику нужно активировать личный кабинет и установить приложение, соответствующее его роли
#Access #Permissions #Employee
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UMAI CRM
Как открыть личный доступ сотруднику
🕒1 min Employees
Как открыть личный доступ сотруднику
Чтобы сотрудник мог войти в систему, сначала необходимо указать его электронную почту и отправить приглашение.
#Access #Permissions #Employee
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UMAI CRM
Shift
🕒4 min modules
Shift
This section helps track employees' working hours and record Students' attendance. Here you can open and close a shift, see who is currently working, and manage tablet kiosks for scanning QR codes.
#QR #Visits #Employee
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UMAI CRM
Comments
🕒1 min Students
Comments
In the tab you can leave comments about the Student.
#Manager #Student #Employee
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UMAI CRM
History
🕒1 min Students
History
All changes and actions related to the student are displayed.
#Status #Student #Employee
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UMAI CRM
Employee card
🕒1 min Employees
Employee card
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
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UMAI CRM
Schedule
🕒1 min Employees
Schedule
This tab displays an employee's Schedule and their work shifts.
#Group #Teacher #Employee
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UMAI CRM
Work Schedule
🕒1 min Employees
Work Schedule
In this tab you configure the employee's work schedule.
#Status #Teacher #Employee
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UMAI CRM
Payouts
🕒1 min Employees
Payouts
This tab is intended for recording all financial accruals to an employee.
#Payment #Payroll #Employee
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UMAI CRM
Rates
🕒2 min Employees
Rates
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
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UMAI CRM
🕒1 min Settings
Access
This section is intended for managing system users and assigning them roles.
#Access #Role #Employee
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UMAI CRM
Company settings
🕒6 min Settings
Company settings
The section includes the main parameters for the center's operation.
#Access #Status #Employee
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UMAI CRM
User
🕒1 min Settings
User
The section contains profile personal data and password change settings. It opens via the settings side menu, the first item in the list.
#Access #Role #Employee
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UMAI CRM
🕒3 min Tasks
Tasks
This section is intended for creating, assigning, and monitoring the completion of work tasks within the system.
#Status #Manager #Employee
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UMAI CRM
🕒5 min Employees
Employees
The section is used to maintain the center's employee database. Employee cards are created here, contact details are stored, and information about the employee's position, specialization, and status is displayed.
#Access #Teacher #Employee
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