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Operations
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CRM/BD
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Roster/Timesheets
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HR
- Adding Client Induction Documents
- Check Pending/Completed Conversions
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- HR FAQ
- HR Onboarding – How to upload a file
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Schedule
- Onboarding - Updating TFN
- Onboarding – Updating Bank Details
- Onboarding – Uploading Super Form
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- Remove-Cancel Onboarding Invitation
- Terminating an Employee or Contractor (Service Provider Staff)
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Time and Attendance
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Print
Assign a CSM to a Site
Posted
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Byaudigital
- Go to CRM->Sites
- Select the “Client”
- Edit the Site
- Select the correct CSM
- Click on Submit
The CSM has now been assigned to the Site
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