Questions by Category: "Employees"

Consider a scenario that you want to reassign a specific lead to a group of employees or to an employee when an employee who is currently handling the lead is going on a leave, promoted...more

Employees App allows you to provide access to the users who are reputed to view Notification in Employees App. The users who have privilege for notification are able to access "Notifica...more

Employees App allows you to provide access to the users who are reputed to view Reports in Employees App. The users who have privilege for reports are able to access "Reports" icon fou...more

Employees App permits to provide access to the users who are reputed to view Global Search in Employees App. The users who have privilege for Global Search are able to access "Global Se...more

Employees App allows you to provide access to the users who are reputed to view side panel in Employees App. The users who have privilege for side panel are able to view "Side Panel" i...more

Employees App allows you to provide access to the users who are reputed to view "Advanced Search" option in Employees App. The users who have privilege for reports are able to access "A...more

The activities associated with terminated employee can be transferred to new employee. Responsibilities of terminated employees can be transferred to an existing active employee or crea...more

Employees App allows you to provide access to the users who are reputed to view "Useful Links" in Employees App. The users who have privilege for reports are able to access "Useful Link...more

Employees App permits to provide access to the users who are reputed to view Home page in Employees App. The users who have privilege for reports are able to access "Home"  icon found ...more

You are allowed to restrict access for your left panel views which is an additional measure introduced for security purpose. This security measure is common for all apps collaboration a...more

The homepage is the page that appears first when the user access the app. Employees App allows you to customize the homepage you want as default. For instance, the HR Manager wants to h...more

Employees App allows you to provide access to the users who are reputed to view Settings option in Employees App. The users who have privilege for settings are able to access "Settings"...more

Employees App provides predefined roles which enable employees to access the different apps. These roles are part of comprehensive security system, to ensure each user can securely conn...more

App will not lead to any data loss, if you terminate an employee from your business account. Employers have a basic right to terminate employment of an employee, but the responsibilitie...more

Employees App allows you to provide access to the users who are reputed to view Bulk action in Employees App. The users who have privilege for bulk action are able to access "Bulk Actio...more

Employees App allows you to provide access to the users who are reputed to view Schedule follow up option in Employees App. The users who have privilege for Schedule follow up are able ...more

Employees App allows you to provide access to the users who are reputed to enable the terminated employee in Employees App. The users who have privilege for enable the terminated employ...more

Employees App allows you to provide access to the users who are reputed to view display drop down in Employees App. The users who have privileges for display drop down are able to acces...more

You can protect your custom fields, which cannot be viewed until you give access to them. You can enable the custom fields and provide privileges. Steps to Secure Custom Fields Log in ...more

Employees App allows you to provide access to the users who are reputed to add targets for employees in Employees app. The users who have privilege for ”Add to Target List”, can use...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Enable Contact Sync for an Employee Login to your account from Google’s more link and access Employees App from Human Resources category. You can view manage employees page from where...more

Employees App permits to provide access to the users who are supposed to create Employee in Employees app. The users who have privilege for creation feature can access the “Create” ...more

The list view allows you to view your subordinates follow ups using filter option,  which are automatically sorted by the follow up status like today’s follow-ups, overdue follow-up...more

The simple version of the Employees App is specifically designed for our G Suite Contacts Sharing feature. This version of the app has a basic grid layout to display each user and allow...more

Customers are the backbone of any business. They are also the end users of your products/services. Consider, you have loyal customers who have been using your brands and also have broug...more

Employees app allows you to generate the reports as per your requirement. It has many default standard reports. You are able to generate the detailed list of employees for a particular ...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

In order to give log in access to your terminated employee, you should have a super user role to give app access to your employees. At first you need to enable the employee from “Term...more

The Employees App is a place to manage the personal and professional information about your company team. In addition to storing employee data, you can also assign activities to the emp...more

The owner of the firm (person who created the first account in your company) and Super Users (person with access to all modules) have access to Human Resources module by default and can...more

Employees App allows you to provide access to the users who are reputed to view Reports in Employees App. The users who have privilege for reports are able to access "Import"  idol whi...more

A contact can be assigned to the employee or team in order to guide the contact throughout the business process. If the contact is associated with any of the apps then the assigned empl...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

My email address gets updated in Google from "olive@appsio.com" to "katrinaolivia@appsio.com". But in Apptivo, I still have my old email address, how can I change that? You can ask your...more

Employees app allows you to add work shifts to employees. You can edit those work shifts by customizing the employees app. Steps to edit work shift information Log in and access Employe...more

Its goes without saying that customers are the end users of a company's products/services.  Customers are kings and if you want to survive in the business world you need to keep them h...more

Notes allows you to have a quick overview of all the notes that are assigned to your employees under "My Employee’s notes" menu.  Steps to view My Employee's Notes Log in and access ...more

Employees App provides the following views: By Directory - View employees by directory. By Department - View employees by department.    By Job Title - View employees by job title. Te...more

  You can upgrade your plan from Apptivo Starter Plan to Premium Plan or Ultimate Plan at any time, to enable all the add-on features which are not available on the starter plan. You c...more

The “Default Navigation” feature in the Employees App allows you to define the availability and order of the apps, that are to be found in the universal navigation menu bar of the e...more

The "Enable login Access" option enables you to grant permission for your employees or users to "Log in" their business account. So they can log their activity, follow up the customer r...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Security roles are a very essential part of all the platforms to prevent confidential details. Only the superuser can access all application modules. It is very easy to manage all emp...more

Notes in Apptivo is a collaborative tool where the notes created can be shared with the customer/contact. Besides sharing it with the customer, you can also share it internally by assoc...more

Customizing the Employees list layouts you can view the fields of your preferred choice in table format. In order to save your custom columns, your account requires the premium or enter...more

Employees App allows to rename the app which is used to identify the application through the UI navigation Steps to Rename the App Log in and access Employees app from universal navigat...more

Employees App allows you to provide access to the users who are reputed to duplicate an Employee. The users who have privilege for duplicating an employee, can use “Duplicate” optio...more

Employees Access Privileges The owner of an account (person who created the first account in your company) and Super Users (person with access to all modules) have access to Human Resou...more

By default all you activities like tasks, call logs, events and emails will be hidden from your other users. This means that if you are the super user you can view all employees activit...more

Quick Links contain several links that are frequently used, enabling it to directly navigate to the page and saving the user time. This will help a user, who often visits a site for ref...more

Leads App allows you to create employees range using "Employees Range" option. Employee range is nothing but the number of employees. Using this option we can add the range from No.of e...more

Email Signatures are key for business emails. They proffer professionalism to the emails and also permits the recipients to know about your organization. Promptly, the email signatures ...more

Cases App captures all problems or issues reported by the customers. You need to assign employees to these cases in order to resolve problems. The assigned employee will follow up with ...more

Email templates allow you to set up pre-defined messages. These are customized email messages that you can send to your employees. Steps to Create Email Templates Log in and access Empl...more

Employees settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Here you can view the configuration step...more

Custom Attributes Custom attributes are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They c...more

In Apptivo, you can change or reset the Apptivo account password for your employees. Employees can also reset their passwords themselves using the Forgot Password? link while logging in...more

Shared contacts access to employees: Log in to Google apps account with Super admin access. Select "Contacts Sharing App" from more links. Navigate to the Employees app from Menu header...more

  Employees settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Here you can view the configuration st...more

The importance of Role Based Access Control You can control your employees’ access to all apps through role base access control. This gives you complete control over which apps your e...more

Employees App allows you to create a new employee and add job titles to them. Job title can be related to their designation. You can also edit an job title by customizing it. Steps to e...more

Employees App allows you to create a new employee and add job titles to them. Job title can be related to their designation. Steps to Add Job Title Log in and access Employees App from ...more

The service work orders which are assigned to your employees were displayed. From here you can filter your employee name and view the work orders assigned to the particular employee. St...more

As a small business owner and marketer, you would want to see  which leads are assigned to whom. This is very critical to any business. Remember, the success of  a business depends di...more

After signing up for Apptivo, you can customize your account anytime, according to your necessity. From the General settings, you can customize the following two features: Profile Pictu...more

Before you start importing, make sure you installed one of our Apps from G Suite Market Place. Steps to Import Employees from G Suite: Login with your Apptivo account or login from Goog...more

You can contrive the report settings in order to hide or show your reports. You can also give privileges to your employee for access reports. Look into the steps to design Reports Log i...more

Employees app allows the users to create various departments in the settings page. It helps to differentiate the employees easily by their departments. Steps to Customize Departments in...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

Tags are the labels with one or two words, which will correlated with most of the marketing records, to organize the data in a personalized way. It allows the user to group records from...more

The Associated activities (which are located at the top of the every Employee’s overview page), can be customized according to the business requirements. It also have a another option...more

Employees app allows the super user to provide the access to the employee, by customizing the actions. The Employees who have privileges for the features are able to access it, in emplo...more

Employees settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Here you can view the configuration steps...more

Candidate Conversion The candidate conversion is one of the significant features in the Candidates App; this supports you to convert the selected candidate into an employee.  Steps to ...more

All My Employees All my employees hold the cases assigned to your employees. From here you can filter your employee name and view the cases assigned to the particular employee. Log in a...more

With the Projects app you can assign users to a particular project as an employee or a contact. By adding employees in to the project you have an option to change the project manager. ...more

Reducing licenses from an account is similar in all plans, however the payment will vary according to the plan of the account. Here, reducing license from Ultimate plan Steps to Reduce...more

Employees settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Here you can view the configuration steps...more

The main thing to add contacts for employees is, App will consider customer as Company and contacts are referred as "Employees" working in that company. Here Employee's contacts (the co...more

Indicate whether you want to manually specify or automatically generate employee number, while creating an employee. Steps to Customize Employees General Settings Log in and access Empl...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”. Steps to Import Employees fro...more

Employees app allows you to add the documents like agreements related to that particular employees. You can add the agreements using "Add" option of Agreements tab in overview page. Ste...more

In order to re-enter the same employee information to create a new employee, just make a copy of existing employee information. Update the employee name and other information related to...more

Employees App Integration Employees App connects with Projects, Timesheets, Leads and Cases Apps. Track your employees at one place. Learn more about the Employees app.  ...more

Employees App provides predefined roles which enable employees to access the different apps.  These roles are part of comprehensive security system, to ensure each user can securely co...more

Employees settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Customize Employees App Log in and access...more

Steps to Modify an Existing Role Login and access Employees app from your universal navigation menu bar.  Click on “Settings” icon located in the app header bar. Click on “Roles...more

These filters show employees based on their department. This provides an insight view over the employees belong to various departments. Steps to view Employees by Department Log in and ...more

Employees App helps you to maintain all your firm employees’ details at a single source. Once the employee quits the job or been terminated from services. You can end employment for t...more

Employees App allows you to perform simple and advanced searches. Simple Search Simple search allows you to search using a single search field located in the header bar. Simple search t...more

An Apptivo web Timesheet can be accessed and controlled only with the roles configured by the users. “Project Manager”, “Timesheet Report Manger”, “Timesheet manager” “ �...more

You can view all the created employees under "ALL" tab. You are also allowed to edit those employees information using the "Edit" icon provided. Steps to edit employee information Log ...more

There are many different built-in security roles, which provide users with access to specific applications.  Once you have identified the right role, you’ll want to assign the securi...more