How to add Training for an employee?

The first way of adding training to an employee profile is to start by clicking on their profile in the Employee Module.

 

 

 

Once you have done this, a window with all available information on the employee will open.

 

 

 

Scroll down until you see the “Training” section.

 

 

Click on the “Add Training” field.

 

 

A section where you can add the name and location of the training center where the training was held, a description, as well as the date, will appear.

After you are finished, click create.

The second way of adding Training is to start by clicking on the magnifying glass in the corner of an employee profile. A sidebar will open.

 

 

 

Click on the “Education and Training” section.

 

 

 

Scroll down and click on the “Add Training” field.

 

 

A section where you can add the name and location of the training center where the training was held, a description, as well as the date, will appear.

After you are finished, click create.

How to add Bonuses to an employee profile?

The first way of adding Bonuses to an employee profile is to start by clicking on their profile in the Employee Module.

 

 

 

Once you have done this, a window with all available information on the employee will open.

 

 

 

Scroll down until you see the “Bonuses” section.

 

 

Click on the “Add Bonuses” field.

 

 

 

A section where you can add the name, date and description will appear.

After you are finished, click create.

The second way of adding Bonuses is to start by clicking on the magnifying glass in the corner of an employee profile. A sidebar from which you can click on the “Job Info and Bonuses” section will open

 

 

 

Scroll down and click on the “Add Bonuses” field in the Bonuses section.

 

 

A section where you can add the name, date and description will appear.

After you are finished, click create.

How can I make a stage of a board private?

This feature is only available to Enterprise users.

The first step is to click on the name of the stage. A sidebar will appear.

 

 

In the field “Phase Details”, you can see that there is a “Privacy” section. Click on the pen icon in the top right corner of the field.

Once you have clicked on the icon, you will be able to put a check-mark in the checkbox of the “Privacy” section. Press “Update”.

 

 

Once you have done this, in the field below you will be able to select which team members can access the private stage. Click on the pen icon in the top right “Members” field. From a drop-down menu you can select the members. Press “Update” once you are finished.

 

 

How to add Experience for an employee?

The first way of adding experience to an employee profile is to start by clicking on their profile in the Employee Module.

 

 

Once you have done this, a window with all available information on the employee will open.

 

 

Scroll down until you see the “List of Experiences” section.

 

 

Click on the “Add Experience” field.

 

 

A section where you can add the name of the position, date, project url, name of the company and a description, will appear.

After you are finished, click create.

The second way of adding Experience is to start by clicking on the magnifying glass in the corner of an employee profile. A sidebar from which you can access the “Boards and Experiences” section will open.

 

 

Click on the “Add Experience” field in the Education section.

 

 

A section where you can add the name of the position, date, project url, name of the company and a description, will appear.

After you are finished, click create.