Learning Pathway for Human Resources
Contacts and Staff Records
| Contacts | Contacts is a central database of all the customer, supplier, and staff records. The contacts module allows you to keep all the staff records in a single place. Contacts Default View: Explains the fields, buttons, and available features for displaying a list of contacts. Contacts Addresses View: Explains the fields, buttons, and available features for displaying a list of contacts’ addresses. Contacts Edit View: Explains the fields, buttons, and available features for creating or editing contacts. Contacts Tutorials Creating and Editing: Step-by-step instructions for creating and editing contact records. Contacts Tutorials Viewing: Step-by-step instructions for using the related functions when displaying contact lists. |
| Attribute Sets Persons | Attributes are used to capture extensive information on staff or applicants such as employment details, credentials, medical and next of kin. Attribute Sets Persons: Explains all the available attribute sets that can be added to contact’s records. |
| Custom Attributes | Custom Attributes can be created to capture bespoke information on staff. Custom Attributes: Step-by-step instructions for creating custom attributes and adding them to contacts’ records. |
Service Manager (Service Types and Service Tickets)
| Service Manager | The Service Manager can be used to create and manage staff issues or to deal with applications. Service Types create the rules and features of service tickets. Service Types List View Interface: Explains the fields, buttons, and available features for displaying a list of service types. Service Types Edit View Interface: Explains the fields, buttons, and available features for creating a service type. Service Types Tutorials: Step-by-step instructions for creating and editing service types. Service Tickets List View Interface: Explains the fields, buttons, and available features for displaying a list of service tickets. Service Tickets Edit View Interface: Explains the fields, buttons, and available features for creating a service ticket. Service Tickets Tutorials: Step-by-step instructions for creating, editing, and managing service tickets. |
Timekeeping
| Timekeeping | The timekeeping module can be used to record the time staff spend working on projects, tasks, or general work. Timekeeping Settings: Explains the available timekeeping settings and how to apply them. Timekeeping Edit View: Explains the fields, buttons, and available features for creating timekeeping records. Timekeeping List View: Explains the fields, buttons, and available features for displaying a list of timekeeping records. Timekeeping Tutorials: Step-by-step instructions for creating, editing, or deleting timekeeping records. Timekeeping User Access Tutorials: Step-by-step instructions for managing user access to timekeeping records. Timekeeping Statuses Tutorials: Step-by-step instructions for creating statuses for timekeeping records. |
Mobile App
| Mobile App | Customer information can be viewed and edited from a browser using the Mobile App. Mobile App Interface: Explains the fields, buttons, and available features for using the Mobile app. Mobile App General Functions Tutorials: Step-by-step instructions for using the Mobile app. Mobile App CRM Interface and Tutorials: Step-by-step instructions for using the customer-relationship features on the Mobile app. Mobile App Timekeeping Interface: Explains the fields, buttons, and available features for using the Mobile app for timekeeping. Mobile App Timekeeping Tutorials: Step-by-step instructions for using the mobile app for timekeeping. |
Learn More
- Learning the Basic Functions of QuickEasy BOS: The basic features of QuickEasy BOS.
- Learning Pathway for Accountants / Bookkeepers: Entities, currencies, transactions, ledger, financial statements, and VAT.
- Learning Pathway for Creditors’ Clerks: Supplier records, reports, and transactions.
- Learning Pathway for Customer Relations: Helpdesk, customer relations, service tickets, and contacts.
- Learning Pathway for Debtors’ Clerks: Customer records, reports, and transactions.
- Learning Pathway for Estimators: Items and estimating features.
- Learning Pathway for Production Managers: Production planning and related features.
- Learning Pathway for Project Managers: Project service tickets and related features.
- Learning Pathway for Sales Reps and Managers: Customer records and transactions, service manager for sales leads.
