AGENTS & ADMINS

NEW TEAM MEMBER TOPICS

• New Team Member Setup Guide
• How to Add a Team Member
• Add a New Team Member - Wizard & Welcome Email
• User Roles & Permissions
• How to Onboard/Train a New Team Member in FrontRunner

HOW-TO BASICS

• How to Set Up Custom Dashboards
• How to Join a State Leaderboard
• How to Add/Remove a Note Requirement for Tracking Items
• How to Create Custom Email Reports
• How to Update the Schedule for a Team Member
• How To: Create a Custom Leaderboard

See all 20 articles

GOALS & ACTIVITIES

• How to Add or Remove Tracking Items
• How to Create a New Goal Plan
• How to Assign a Goal Plan to a Team Member
• How to Update Existing Goal Plans
• How to Manage Sales Goals for Agency & Team Members
• How to Update the Activity Leaderboard List

PAYROLL & PTO

• How to Approve Manual or Edited Time Punches
• How to Submit a PTO Request
• How to Set Up PTO Categories
• Zoom Recap - New PTO Feature & Functionality
• How Do I Prepare for Payroll?
• How to Set Up PTO Accrual

BONUS PLANS

• Bonus Isn't Calculating- What Do I Do?
• How to Update a Bonus Plan(s)
• How to Assign a Bonus Plan to a Team Member
• How to Assign a Bonus Plan to a TM that is Grayed Out
• How to Filter Bonus Tab Dates
• How to Manage & Run Chargebacks

FORMER TEAM MEMBER TOPICS

• How to Add/Restore a Former Team Member Back to Your Account
• How to Remove a Team Member
• What Happens to Inactive Team Member Data?
• Can I Add a New Team Member to an Old Team Member’s Profile?