NEW TEAM MEMBER TOPICS
HOW-TO BASICS
- Introduction to Household Sales
- How to Set Up & Manage Custom Dashboards
- How to Auto-Deduct Lunch Breaks for a Team Member
- Travel Calculator Widget Guide
- Win the Day Widget Guide
- Team Member Missing from Custom Leaderboard
GOALS & ACTIVITIES
- How To: Activity Goals Matrix
- How to Add or Remove Tracking Items
- How to Create a New Activity Goal Plan
- How to Assign an Activity Goal Plan to a Team Member
- How to Update Existing Activity Goal Plans
- How to Manage Sales Production Goals for Agency & Team Members
PAYROLL & PTO
- How to Approve Manual or Edited Time Punches
- How to Edit an Approved PTO Request
- What is Paid & Locked?
- How to Submit & Approve a PTO Request
- How to Set Up PTO Categories & Update PTO Balance
- Zoom Recap - New PTO Feature & Functionality