AGENTS & ADMINS

NEW TEAM MEMBER TOPICS

• How to Add a Team Member via the TM Wizard
• User Roles and Permissions
• How to Onboard/Train a New Team Member in FrontRunner
• New Team Member Welcome Email Not Sending

HOW-TO BASICS

• Introduction to Household Sales
• How to Set Up & Manage Custom Dashboards
• Team Member Missing from Custom Leaderboard
• Team Member Missing from State Leaderboard
• How to Join a State Leaderboard
• How to Add/Remove a Note Requirement for Tracking Items

See all 24 articles

GOALS & ACTIVITIES

• 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 Production Sales Goals for Agency & Team Members
• How to Update the Activity Leaderboard List

PAYROLL & PTO

• How to Approve Manual or Edited Time Punches
• What is Paid & Locked?
• How to Submit & Approve a PTO Request
• How to Set Up PTO Categories & Update PTO Balance
• How to Add/Remove the Clock-In Feature
• Zoom Recap - New PTO Feature & Functionality

See all 8 articles

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 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?