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Omniprise ERP OverviewUser guide

Omniprise CRM System | Upload File Resource Center | Version 1.0 10Upload FileFiles may be uploaded to the My Files form and are not attached to a

Omniprise CRM System | Upload File Resource Center | Version 1.0 11Save & Close, Cancel, Save & New ButtonsClicking the "Save & C

Omniprise CRM System | Company Documents Resource Center | Version 1.0 12Company DocumentsUsers who have access to Company Documents can create fo

Omniprise CRM System | Company Documents Resource Center | Version 1.0 13Filter, Expand, Collapse IconsClicking the "Filter" icon will

Omniprise CRM System | Company Documents Resource Center | Version 1.0 14Upload DateThe Uploaded Date column displays the date that the associated

Omniprise CRM System | Steps to Upload File Resource Center | Version 1.0 15Steps to Upload File Save IconClicking the "Save" icon wi

Omniprise CRM System | Steps to Upload File Resource Center | Version 1.0 16Containing FolderThe "Containing Folder" field displays the

Omniprise CRM System | Steps to Upload File Resource Center | Version 1.0 17Applies to all locations?If the "Applies to all locations?"

Omniprise CRM System | Steps to Edit an Uploaded File Resource Center | Version 1.0 18Steps to Edit an Uploaded File Delete File, Save IconsClick

Omniprise CRM System | Steps to Edit an Uploaded File Resource Center | Version 1.0 19Save & Close, Cancel, Save & New ButtonsClicking the

Omniprise CRM System | Table of Contents Resource Center | Version 1.0 2Table of ContentsOmniprise ERP Overview...

Omniprise CRM System | Direct Reports Resource Center | Version 1.0 20Direct ReportsThe Direct Reports form displays employees who report to the c

Omniprise CRM System | Direct Reports Resource Center | Version 1.0 21DepartmentThe Department column displays the name of the department that the

Omniprise CRM System | Direct Reports Employee Overview Form Resource Center | Version 1.0 22Direct Reports Employee Overview Form Terminate Empl

Omniprise CRM System | Direct Reports Employee Overview Form Resource Center | Version 1.0 23Next ButtonThe "Next" button only appears

Omniprise CRM System | Terminate Employee Resource Center | Version 1.0 24Terminate EmployeeThe Start Termination form allows a supervisor to star

Omniprise CRM System | Terminate Employee Resource Center | Version 1.0 25Save, Cancel ButtonsClicking the "Save" button will save the

Omniprise CRM System | Direct Reports Emergency Contact Form Resource Center | Version 1.0 26Direct Reports Emergency Contact Form The Emergency C

Omniprise CRM System | Emergency Contacts Resource Center | Version 1.0 27Emergency Contacts The Emergency Contacts form is used for managing empl

Omniprise CRM System | Emergency Contacts Resource Center | Version 1.0 28RelationshipThe Relationship column displays the relationship of the eme

Omniprise CRM System | Steps to Add Emergency Contact Resource Center | Version 1.0 29Steps to Add Emergency Contact Clicking the "Add Emerge

Omniprise CRM System | Omniprise ERP Overview Resource Center | Version 1.0 3Omniprise ERP Overview Omniprise ERP software is unlike any other

Omniprise CRM System | Steps to Add Emergency Contact Resource Center | Version 1.0 30SuffixThe "Suffix" field lets the user add an opti

Omniprise CRM System | Steps to Add Emergency Contact Resource Center | Version 1.0 31CountryIn the "Country" field, select the Country

Omniprise CRM System | Steps to Edit an Emergency Contact Resource Center | Version 1.0 32Steps to Edit an Emergency Contact To edit an existing E

Omniprise CRM System | Steps to Edit an Emergency Contact Resource Center | Version 1.0 33Save & Close, Cancel ButtonClicking the "Save &

Omniprise CRM System | Memorizations Overview Resource Center | Version 1.0 34Memorizations OverviewMemorized Entries are particular entries insid

Omniprise CRM System | Memorizations Resource Center | Version 1.0 35MemorizationsThe memorization table displays all memorized entries for a part

Omniprise CRM System | Memorizations Resource Center | Version 1.0 36EntryThe Entry field displays the Order Number for the Memorized Entry. Clic

Omniprise CRM System | Adding a Memorized Transaction Resource Center | Version 1.0 37Adding a Memorized Transaction Memorizations can only be add

Omniprise CRM System | Adding a Memorized Transaction Resource Center | Version 1.0 38Next DateThe "Next Date" field will represent the

Omniprise CRM System | Adding a Memorized Transaction Resource Center | Version 1.0 39Save & Close, CancelClicking the "Save & Close&

Omniprise CRM System | Resource Center Resource Center | Version 1.0 4Resource CenterNotes

Omniprise CRM System | Edit a Memorized Transaction Resource Center | Version 1.0 40Edit a Memorized Transaction To Edit a Memorization click on t

Omniprise CRM System | Performance Review Manager Overview Resource Center | Version 1.0 41Performance Review Manager Overview Performance reviews

Omniprise CRM System | Performance Review Manager Resource Center | Version 1.0 42Performance Review Manager E StatusThe "E" column disp

Omniprise CRM System | Performance Review Manager Resource Center | Version 1.0 43Review DateThe Review Date column displays the Review Date for t

Omniprise CRM System | Pay Check Manager Resource Center | Version 1.0 44Pay Check ManagerThe Pay Check Manager displays the paychecks for the cur

Omniprise CRM System | Pay Check Manager Resource Center | Version 1.0 45CostThe Cost column displays the amount of the Pay Check.

Omniprise CRM System | Paycheck General Information form Resource Center | Version 1.0 46Paycheck General Information formThe Pay Check form is a

Omniprise CRM System | Pay Stub form Resource Center | Version 1.0 47Pay Stub form The Pay Stub form displays specific information that would appe

Omniprise CRM System | Pay Stub form Resource Center | Version 1.0 48Print Pay StubClicking the "Print Pay Stub" icon allows a user to p

Omniprise CRM System | My Files Resource Center | Version 1.0 5My FilesThe My Files form in the Resource Center module is a central repository for

Omniprise CRM System | My Files Resource Center | Version 1.0 6Upload File, Scan Now ButtonsClicking the "Upload File" button opens the

Omniprise CRM System | My Files Resource Center | Version 1.0 7 Note:If the item was initially scanned in "PDF Mode", clicking the "

Omniprise CRM System | My Files Resource Center | Version 1.0 8My Files Filter OptionsThere are multiple ways to search the My Files form. Users

Omniprise CRM System | My Files Resource Center | Version 1.0 9Upload DateThe Upload Date column displays the date the file was uploaded into the