Web Portal Help
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CONTENTS
Where to begin
01 Start Here
02 About the Web Portal
03 How to request or create web accounts
04 How to log onto the web portal
05 Standard Tools
06 How to use the Document Library
07 How to use the Notes Module
08 How to use the Messaging Module
Personnel
09 How to use the Personnel Manager
10 How to use the Skills Manager
11 How to use the Compliance Manager
12 How to use the Licensing Manager
Absences and Holidays
13 How to manage absences or holidays
14 How to raise absences or holidays
Scheduling
15 Using the Live Schedule
16 Creating a Live Schedule Tasks
17 Using the Schedule Requests Form
18 Marking user as banned or trained for a site
19 How to use the Incident Manager
20 How to Book a staff On or Off shifts
and Check In
21 How to submit timesheets
Reporting
22 How to use the Dashboard
23 How to create Reports
Accounts
24 How to use the Charge/Pay Rates form
Work Processes
01 Processes
02 Preparations for pay/charge
rates and scheduling
Copyright Working Pulse Ltd 2004-2011