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Return to work
Download Overview For every period of absence, a return to work interview should be conducted. The meeting is to enable the member of staff to share concerns about their illness and general state of...
Employee of the month
Download Overview This is a simple form, whereby users are able to nominate a colleague for an achievement or outstanding performance during the month. Nominations will not be visible to non-manager...
Event management
Download Overview Event planning involves managing a project such as a conference, convention, tradeshow, ceremony, party, etc. Management of such an event may include budgeting, establishing timeli...
Expressions IC Template
Download Overview Expressions can be used within Infocapture to produce calculated values. They should be defined as the default value of the field which should store and display the calculated valu...
Meetings
Download Overview An essential part of most meetings is taking minutes, in order to: Record summaries of discussions held Confirm any decisions made Record any agreed actions to be taken, who is res...
OSHA forms
Download OSHA Form 300 Download OSHA Form 300A Download OSHA Form 301 Overview OSHA Form 300 - Log of Work-Related Injuries and Illnesses: This is used to classify work-related injuries and illnesse...
Product review
Download Overview Creating the right products for the right people is critical to your success. Product review surveys are a quick and effective way to determine if you are meeting the needs and exp...
Register for property alerts
Download Overview Users are able to sign up to receive property alerts, by registering their personal details and property search preferences. This process does not send any property alerts, it simp...
T-Shirt order form
Download Description Using this form, staff are able to request a company T-Shirt, selecting their size, choosing the colour and even adding customisations. If a member of staff requests a T-Shirt w...
Volunteer application
Download Overview An important part of volunteer recruitment is getting to know the applicant and find out what they hope for and expect from their volunteering experience. Completing this form will...
News: Front-end overview
Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...
Creating a News Article
In this article, we will cover how to set up a news article in the News application. With the correct permissions that have been configured from the admin side of the News application, you will see ...
Deleting a News Article
We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...
News: Admin overview
Introduction The News application allows admins to set permissions for news channels and manage news articles within your intranet. The News application admin panel has a variety of configuration op...
News Channels and Templates
With the News application, a News application administrator can create different news channels that will help organise your intranet news by categories and allow users to easily find certain article...
People: My Settings
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This article will provide an overview of the My Settings are...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
Mortgage Application
Download Overview Thoroughly documenting a customer's details is critical with processes as complex as mortgage applications. This form has over 230 fields, taking the applicant through a serie...
Reports available within Claromentis
Most popular reports Audit logs: Administrators can export a host of information across all applications to gain insight into engagement with the platform as well as investigate issues e.g. user log...
Pages Q & A (Online Drop-In Session)
This is a recording from the Claromentis Drop-In session on Friday the 2nd of March 2018 In this video we have an overview of the pages tool, showing how users on Claromentis 8.2 have the ability to...