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How To Add New Employee.

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Posted on 2026-05-22

STEP BY STEP GUIDE TO ADD NEW EMPLOYEES.STEP1: Go to HR Management. STEP2: Click Employees.STEP3: Select Add New Employee(The system will automatically open a page that shows users, Click "Create" if the employee is already a User).STEP 5: Capture Basic information.STEP5: Capture Employment Information.STEP6: Capture Academic information.STEP...

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How To Rate An Employee.

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Posted on 2026-05-06

Step By Step Guide:Firstly, ensure that you have set up the employee ratings period and added the performance KPIs under Business Settings – Account Settings - Employee Rating Settings.Step 1: Click on HR Management.Step 2: Select employee rating (it will automatically open the employee ratings dashboard). Step 3: Click on ratings. Step 4: S...

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How to add Lead Source

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Posted on 2026-03-26

Step 1: Click CRM Step 2: Click Customer Leads Step 3: Click Add Lead Source (This will open “My Lead Sources” page.) Step 4: Add Lead Source (Capture the lead name, choose social media, generate link and create source) Step 5 : Click content (select content type, capture text content Or Upload Image & save changes) Step 6: Copy Link ...

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How To Apply For Leave

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Posted on 2026-03-26

Step 1: Click HR Management Step 2: Click Leave Applications Step 3: Click Apply for Leave (This will open the leave form) Step 4: Complete the Leave Form ( select the leave type, enter leave days & upload evidence where required & Submit) Tip Once you submit your leave application, the system automatically sends an email notification...

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