Umai CRM › Knowledge Base › Employees

Employees

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All articles 100 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 13 Finance 4 Analytics and Reports 18 Integrations 2 Settings 13 Mailings 5 Notifications 1

Total: 9

How to activate an employee's personal account

🕒1 min Employees

How to activate an employee's personal account

After receiving an invitation, the employee needs to activate their personal account and install the application corresponding to their role

#Access #Permissions #Employee

How to grant personal access to an employee

🕒1 min Employees

How to grant personal access to an employee

For an employee to sign in to the system, you must first provide their email and send an invitation.

#Access #Permissions #Employee

🕒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

🕒1 min Employees

This tab displays an employee's Schedule and their work shifts.

#Group #Teacher #Employee

🕒1 min Employees

In this tab you configure the employee's work schedule.

#Status #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

🕒5 min 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