Enterprise Portal Overview

The "Enterprise Portal" is command central to your Human Resources Information System (HRIS). It allows you to define your global system enterprise umbrella along with all the accounts that fall underneath it. The menu can be accessed from the menu (≡) button in the top left and offers several menu items that contain specific system areas or tasks that allow you to perform different activities such as but not limited to:

  • Creating a new account
  • Adding a new contact
  • Manage existing accounts you have been given primary access to
  • Manage opportunities & leads
  • Define workflows to help in day to day HR functions

Enterprise_Portal_-_Menu.png

The main menu will show the following:

The "Enterprise Portal" also displays an "Enterprise Dashboard" that helps you monitor account activity and provides you metrics to help you manage your overall enterprise and accounts effectively. Enterprise system alerts will keep you informed of employee & system activity by the company that requires your attention, so you can take proper action in a timely manner.

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