How do I?
How do I? Simple solutions for how to accomplish tasks in the SMB HR platform
- How can I setup two-stage approval of holiday requests?
- How can I delete a client project?
- How can I edit a client project?
- How can I add a client project?
- How do I delete a client record?
- How do I edit a client record?
- How do I add a new client?
- What are Clients and Projects?
- How do I automatically carry over timesheet variance from one month to another?
- How do I remove a timesheet adjustment from an employee’s record?
- How do I edit a timesheet adjustment?
- How do I add a timesheet adjustment to an employee’s record?
- What are timesheet adjustments?
- How do I assign a checklist to an employee?
- How do I add a new checklist?
- How do I mark an expense claim as paid?
- How do I approve an expense claim?
- How do I submit an expense claim
- How do I delete an expense claim?
- How do I edit an expense claim?
- How do I create an expense claim?
- How do I delete an expense item?
- How do I edit an expense item?
- How do I record an expense item?
- How do I assign a mileage policy to an employee?
- How do I set the default mileage policy?
- How do I delete a mileage range used in expense mileage policies?
- How do I edit a mileage range used in expense mileage policies?
- How do I add a new mileage range for expense mileage policies?
- How do I delete a date range used in expense mileage policies?