The whole manual, open to read.
13 step-by-step guides with 96 screenshots of the real product, about 208 minutes of reading in total. No account, no form — this is the same documentation the product ships with.
HRM guides, in the order to read them.
Start at the top. The first is the one-time setup everything else reads, and the last is the short version to send round.
- Setup1 of 7
Start here
The foundation every other part of HRM reads.
One-time setup · 11 min · 4 screenshots
- Module2 of 7
Attendance & Leave
Who is at work, and who is off.
Setup + everyday · 32 min · 16 screenshots
- Module3 of 7
Pay & Claims
Expenses, benefits, loans, petty cash, salary and exits.
Setup + everyday · 37 min · 22 screenshots
- Module4 of 7
Learning & Policies
Policies to acknowledge, training to complete.
Setup + everyday · 4 min · 3 screenshots
- Module5 of 7
Workplace
What the company lent people, and getting it back.
Setup + everyday · 25 min · 7 screenshots
- Module6 of 7
Performance
What is expected of somebody, and how it went.
Setup + everyday · 19 min · 6 screenshots
- Staff7 of 7
For everyone
The short version. Send this one to your people.
Everyday use · 5 min · 5 screenshots
CRM guides, in the order to read them.
Start at the top. The first is the one-time setup everything else reads, and the last is the short version to send round.
- Setup1 of 6
Start here
The foundation every other part of CRM reads.
One-time setup · 16 min · 6 screenshots
- Module2 of 6
Pipeline
Leads, deals, quotes, orders — one chain, four screens.
Setup + everyday · 18 min · 8 screenshots
- Module3 of 6
People & Activities
Who you sell to, and how you stay in touch with them.
Setup + everyday · 11 min · 5 screenshots
- Module4 of 6
Partners
The organisations you sell through, and what they earn.
Setup + everyday · 12 min · 5 screenshots
- Module5 of 6
Insight
The dashboard, the reports and the forecast.
Setup + everyday · 11 min · 3 screenshots
- Staff6 of 6
For everyone
The short version. Send this one to your sales team.
Everyday use · 7 min · 6 screenshots
Tasks has no written guide, so it has no pages here.
Delegation and checklists are documented inside the product, in the help panel behind the ? on every screen. When the guide is written it will be published here in full like the others.
Read it all first if you like. Then take sixty days.
All three features, no card. Nothing on this page is behind the sign-up.