148 results found for tag 'user guide'
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
Creating Extranets Overview
The user permission group 'All registered' will include extranet users once they are created. Therefore any content across your site using 'All registered' will need to be altere...
HR notification settings and reminders
Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...
Holiday Planner FAQ's
How do I update all user's holiday quotas? On the admin side of the application, you will want to click the 'User quota' tab down the left. You will see a list of users appear and at ...
HR tool configuration options
Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...
Upgrade Requests
This article will outline what you will need to include in your upgrade request to get this processed. The upgrade request form is used to communicate all information regarding the upgrade. Once an ...
Documents: How to monitor files & folders
Introduction In Claromentis, our 'Monitor' feature will allow you to stay updated on your files and/or folders. Notifications can be sent out if new files are added, updated, or deleted vi...
Blogs FAQ's
Can I set up an approval process on a blog? Yes! Read our guide here. Can I make a blog post on another user's behalf? No, whichever user profile is used to create the post will appear as the A...
Courses: Admin Overview
Introduction The guide will provide an overview of the admin area of the Courses (e-learning) application. We will go through the following configuration options: Admin Permissions Course Permission...
Troubleshooting Search Results
ISSUE When search function within Claromentis isn't returning expected desired result here are few steps to check. ----------------------------------------------------------------- 1. Check Sys...
Learning asset types
Introduction In Claromentis, there are several methods to get E-Learning content onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types...
How to configure and search for archived tickets in InfoCapture
Introduction In InfoCapture you can set an 'archiving age' for one (or more if appropriate) status(es) in your form. This means after a certain duration of days the tickets will be pushed ...
Course and Module Activity Reports
Overview In this article, you will be given an overview of the standard reports found in the Courses (e-learning) application. There are two different types of pre-made reports: Course activity repo...
Extranets FAQ's
Our article Creating Extranets goes over this process in detail I don't have the option to create an Extranet? Your site needs to have extranet user licenses available before an Extranet can be...
Create Bookmarks
Bookmarks are a handy tool that can be used to provide quick access to the content inside your intranet or any external resources. In this article, we will cover how you can create, edit, and remove...
Expenses FAQ's
How do I change the Expense Types for selection? An administrator of the Expense application can make updates to the options seen on the front end via the 'Expense Types' tab on the admin ...
Knowledge Base Questions
Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...
Expenses: An Overview
Introduction The Expenses application supports the submission, management and approval of employee or client project expenses. Along with the number of receipts uploaded, the date in which the expen...
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
Splashtop Installation Guide
Introduction This guide will explain the steps for the installation and configuration of the Splashtop Streamer. This software will allow Claromentis Technicians to connect to your system, these ses...