Employee Commission - Splitting Commission
How to Split Employee Commission We understand Employee commissions play a crucial role in motivating and rewarding employees for their sales and performance efforts. However, handling commission splits can sometimes be complex, especially in scenarios involving multiple roles, agreements, and varying terms. In this…
Policy Roles - Inactivate a Role
If you no longer wish to use a Role you can make it Inactive. (See the article, Roles, for how to set them up). * First, in admin, go to Nude Setup and Roles. * Select the role that you wish to make Inactive, for our example, lets pick Accountant. * When you select the Actions Icon (3 dots), the sub menu prese…
Batch Upload Users
Batch Upload User is a feature that will allow the batch upload of a list of employees, so that additional employees can be added with more ease. This is possible by completing a spreadsheet in a prescribed format, which is provided in this feature. Permissions As this is a feature that is available in the a…
Bulletin - October 16, 2020
** Additional to bulletin Write Off Reasons Module: bond Stakeholders: HR/Training, Operations The waive button has been changed to ‘Write Off’. If you would like to write off a payment click write-off and a pop up box will open and ask for a ‘Write Off Reason’. The following reason…
Batch update - Employee Setup
Batch update function in admin - Employee Setup This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. For example, if you wanted to add a Permission (give a group access to black module) or Role (give a group the Role of …
Email address FAQs
My customer is saying that they have not received the email with the Application for Insurance, what can I do? First, confirm if their email is correct, by checking the customer profile in bond. If it isn’t correct, you can correct it using the edit pencil, shown here: Then use the Resend Application for I…
Add New Employee and Employee Set Up features
Add a new employee in the admin module The digital champion (or another user with admin permission) is the only user who can add a New User. Here is a flow of how to do that: * Select the admin module. * From the admin panel - select Employee Set up, as appears here: * The next page opens and shows th…
Policy Type Visibility and Provinces in admin
This section in admin allows you do to take control of some of the platform such as add policy types, control how and the visibility of different policy types, add and set reminders for your Provincial Licensing Information. You will only be able to access these functions if you are the digital champion or have th…
Roles
Permissions for the use of Roles * There may be icons in these instructions that may not appear in your platform. * You can only set Roles if you are the Digital Champion or have the correct permissions. * There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Ro…
What is admin?
Who can access the admin module? The digital champion or an employee with a customer permission granting access to the module. How to open the admin module Login to the nude solutions platform and access admin using either option below: From the landing page - select the middle of the module wheel …
