Questions by Category: "Employees"

Apptivo offers a dedicated set of applications for the management of Human resources. You can create a database of your employees using the Employees App. You can decide the role and al...more

If you are logged in as an employee, you may notice that sometimes the data you see does not match the data another employee sees. This can occur in several scenarios related to the sec...more

An organization can maintain information related to employees using the Employees App of Apptivo. For easy navigation and obtainment of information, you can enable sort ranges in the Em...more

Proper management of Employee records is essential for the smooth functioning of an organization. Employees App in Apptivo allows you to associate contacts with the concerned Employees....more

Employees App in Apptivo is a highly customized tool that enables you to view all the information associated with an Employee. Each Employee has a dedicated profile from which the infor...more

This setting allows you to set the default app used by an employee frequently. This app will appear on the home page for your employees when they log in to Apptivo. For instance: Consid...more

You can able to view the activities of an employee for specified period using "Reports" feature. Access "Reports" icon from universal navigation menu bar. Click on “Employees Activit...more

You can set an automatic reminder to your customer based on work shifts using the "Acknowledgement" option provided in the Cases app. Steps to set acknowledgment to your customer Log in...more

Steps to Enable the “Shared with”  Login and access the Notes from the Collaboration Activities. Click on the More(...) icon and select the Settings. In the Settings page, click ...more

When you use Office 365 credentials to log into your Apptivo account, you will be prompted to sync the newly added employees in Office 365 whenever you log into Apptivo in the Home Page...more

Customers app has many default standard reports. You can view the customers by their sales representatives using an report option called "Customers by Sales rep". Once the customers by ...more

Log into your Apptivo account and select Settings from the App Header. In the Settings page, go to Customize App → App Naming from the left navigation panel. The App Naming page wil...more

Generate reports in employees app is used to view the list of employees along with their activities details. You can create a consolidated category report by setting filters on the repo...more

Hi Yudi Chepot,Yes. Apptivo enables you to add additional users (employees), so your employees can log in to Apptivo with their own email addresses and have access to your business. It...more

The left panel view of the Employees App has filters that will display employees based on the job title configured in the app. You can segregate employees based on their job title. Befo...more

Employees App helps to create and maintain employees of your concern. You can also upload employee details in bulk with the help of “Import Employees”. This feature allows you to im...more

Log in and access the Employee app from the universal menu. Selects the Employee from the list for whom the Task needs to be assigned. Click on the More details to view the Overview of ...more

You can set up a hierarchy level structure for your business or organization. This allows you to manage employees and their activities. Steps to Setup Employee’s Manager Log in and ac...more

These filters will display employees based on the locations configured in the app. You can segregate employees based on their locations. Steps to view Employees based on location Log in...more

The left panel view of the Employees App has filters that will display employees based on the directory. These types of filters display an employee according to the employee’s last na...more

Manager flow An employee who creates a business account will be considered as “SuperUser”. Superusers can access all data created by employees. Steps to assign a manager to employee...more

News Feed By default, every event will be displayed in the news feed on the supplier’s home dashboard. This significant feature is common in all apps. You can stop displaying them by ...more

If you're a G Suite user, please follow these instructions on adding a new employee. Note: Only employees/users with access privilege of HRMS Manager, can add another employee/user to t...more

Employees who have been terminated from their services can be kept separately with the help of the Employees App. Steps to find the Terminated Employees Log in and access Employees App ...more

Employees are group of individuals hired by the employer in order to carry out the duty related to their concern. In Employees app you can create and maintain the list of all employees ...more

Its a cake walk to import users into Apptivo Customers App. To import users into the app, you need to have a user id. Using this User id you can access the features of the CRM. Here are...more