Organization General Settings

Tutorial 2 · 1:03

In this second tutorial, we’ll walk you through how to update and edit your Organization General Settings. From adding your company details to adjusting key preferences, this quick guide will help you make sure your CCS workspace is set up correctly.

Creating an Employee Profile

Tutorial 3 · 1:00

In this third tutorial, we’ll guide you through creating a new employee profile. From entering personal details to assigning roles and permissions, you’ll learn how to set up team members in your CCS workspace with ease.

Creating a Team

Tutorial 4 · 0:41

In this fourth tutorial, we’ll show you how to create a team inside your CCS workspace. From adding members to organizing roles, this guide will help you set up collaborative teams that keep your workflows running smoothly.

Creating a New Role

Tutorial 5 · 2:09

In this fifth tutorial, we’ll show you how to create a new role inside your CCS workspace. From defining permissions to assigning responsibilities, this guide will help you build clear role structures that keep your teams efficient and organized.

Timesheet Configuration

Tutorial 6 · 1:06

In this sixth tutorial, we’ll show you how to configure your timesheets inside your CCS workspace. You’ll learn how to set the first day of the week, define the fiscal year, determine maximum working hours per week, specify the types of days off employees can take, and even assign a colour to each employee for better readability and organization.

Create a Timesheet

Tutorial 7 · 2:16

In this seventh tutorial, we’ll show you how to create a timesheet in CCS. You’ll learn how to build your team’s schedule, assign shifts, and organize working hours efficiently. This guide will help you keep your operations running smoothly while ensuring clarity and balance across your team’s workload.

Creating a Time Off Request

Tutorial 8 · 1:07

In this eighth tutorial, we’ll show you how to create a time-off request in CCS. You’ll learn how employees can submit their requests and how managers can review and approve them directly within the system. This guide will help you streamline your time-off management process, keeping scheduling clear and communication seamless.

Create a Lead

Tutorial 9 · 1:20

In this ninth tutorial, we’ll show you how to create a lead in CCS. You’ll learn how to add new leads and input key details. This guide will help you manage prospects efficiently and keep your sales process running smoothly from the very first interaction.