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Knowledge base
General
FAQ
6
How to assign and manage work contract to a coworker?
What to do if I cannot find the work contract type I need?
What information will see the Union Representatives users?
What to do if a coworker does not want to use the Beam mobile app?
What is a Validity Range in Beam?
View all 6
User management
6
How to block and disable a user in Beam?
How to modify a work contrat already closed?
How to reset your password?
How to create a new user profile in Beam?
How to assign Skills to coworkers?
View all 6
First steps as a Manager with Beam
Starter guides for a Location Manager
2
How to create new coworkers profiles
Add and manage Paid Time-Off days
Guides for Admins and HR Managers
1
How to manage your work contracts
Clocking and Time-tracking
Clockins and Time-tracking
5
Clocking from a shared-device in your location
Enable geolocation time tracking
Flow to manage clocking gaps
As a coworker, what are the clocking gaps reasons?
What to do if the mobile app says I not in radius to clock-in?
Change, Swaps, Absence and PTO Requests
Change, Swaps, Absence and PTO Requests
4
Create and manager requests from employees
Annuel Holidays / PTO Schedule
Add or set initial balance of PTO days
To whom are assigned PTO requests?
Overtime Counters
Understanding Overtime Counters
5
Overtime Counters: general presentation
Overtime Counters: how it works in details
Location Working Days VS Contract Working Days
Overtime Counter: manually adjust Weekly Working Days
How to manually adjust an Overtime Counter
How to set Overtime Counters
2
Setting Up an Overtime Counter: Bank Holidays or Sundays
Setting Up an Overtime Counter: Daily or Weekly Overtime
Productivity tracking
KPIs, Conversion and Productivity
1
How to track Conversion and Productivity in your Locations
Manage Tasks and Missions
First steps with Beam Tasks
3
Create, share and follow Tasks
Share tasks with other Managers for edition or progres
How to use Tags
Manage Targets for Beam Tasks
4
Build your target lists for Tasks and Missions
Execution per Store/Location
How to use "Skills" for your targets
What happens when we erase a store?
Compliance flow
2
Compliance flow for Tasks and Missions
Store/Location record
Action Points
2
What are Action Points and how to use them?
How to follow-up Action Points?
Document Manager
Send Documents in Bulk
1
How to distribute pay-slips to all the coworkers at once?
Trainings and Micro-Learnings
First Steps with the Training Module
4
What can you do with Beam's Training Module ?
How to create a new Training Path
Content Capsule Designer - Training Module
Quiz type Capsule designer - Training
Content creation - Training & Micro-learnings
1
How to add video content in a training capsule?
Help Desk Software
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