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- Clocking in and tracking attendance HR & Payroll Clock in from the AutoMyra Logger desktop app or the web timer, take breaks, check your attendance log, and ask for a wrong day to be fixed. Your attendance lives in HR & Payroll → …
- Ticket priorities and SLAs Helpdesk & Support Tickets The four ticket priorities, the response time each one sets, and how to find tickets that are overdue. Every ticket has a priority . The priority sets the ticket's SLA — the time b …
- Applying for leave HR & Payroll … and decide requests in Approvals . HR sees every request in Time & Leave → Leave Requests , and can file leave on someone's behalf. Leave types are set up by HR in HR Settings .
- Getting started with HR & Payroll HR & Payroll … eports also see My Team : Who's Working , Team Attendance , Time Report and Team Leave . What HR runs Menu What is in it Employees All Employees , Onboarding & Exits , Resignations …
- Approving requests HR & Payroll … My requests What you have raised, and who it is waiting on Timesheets Manually entered time that needs signing off (shown to people who approve timesheets) What can arrive here Le …
- Managing follow-ups Leads & Sales Pipeline … thing to do on a lead — a call, a meeting, a demo — with a time attached, so it does not get forgotten. How to schedule a follow-up Open the lead from Sales → Lead . In Follow-ups …
- Using Messenger for team chat Shared Inbox & Messenger … ages and channels between people in your workspace, in real time. It is for talking to colleagues — conversations with customers are in WhatsApp → Chats . Open it from Messenger in …
- Creating invoices Finance, Quotations & Invoicing … ice is issued again on that schedule with a new number each time. Manage these in Finance → Recurring Invoices . E-invoice details If you generate e-invoices or e-way bills on the …
- Collecting customer reviews with Feedback Feedback & Reviews … a layout — Grid (cards side by side) or Carousel (one at a time). Save it. Step 2 — Get reviews coming in From a widget you can copy: the HTML snippet , to paste on your website, …
- Getting started with Social Hub Social Media Hub … now to post straight away, Schedule post to pick a date and time, or Save draft to finish it later. Note The accounts a post goes to can't be changed once it exists. To reach diffe …
- Creating and managing leads Leads & Sales Pipeline … -ups . Notes — keep a record of conversations. Activity — a timeline of what has happened to the lead. Assigned — who is working the lead. You can assign it to one or more people. …
- Signing in to your workspace Getting Started … n . AutoMyra remembers the last workspace you used, so next time you can go straight to the password step. Tip Your workspace code is also in your AutoMyra web address — the part r …
- WhatsApp templates and campaigns WhatsApp Business API … tices tied to something the customer did Authentication One-time passcodes. WhatsApp writes the copy — you set the expiry and button. A template shows its review status: In review …
- Adding an employee HR & Payroll … y breakdown shows how it splits into components. For a Part time employee, enter an Hourly rate instead. A salary is not required to save the record — the step shows CTC not set un …
- What happens when a ticket passes its SLA? Helpdesk & Support Tickets · FAQ A ticket that is past its due time and not yet resolved or closed is counted as SLA breached . Select the SLA breached tile on Support → Tickets to list those tickets. See Ticket p …
- Working with WhatsApp Chats Shared Inbox & Messenger Your team's shared WhatsApp inbox — reply, send templates, files and flows, hand over from the bot, and manage contacts. WhatsApp → Chats is a shared inbox: every conversation with …