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MBP PACT Admin Portal - Department & Team
 

MBP PACT Admin Portal - Department & Team

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PACT Contract Management System

PACT Contract Management System

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    MBP PACT Admin Portal - Department & Team MBP PACT Admin Portal - Department & Team Presentation Transcript

    • Welcome to MBPCloud’s PACT Contract app Admin Portal
    • MBPCloud Admin PortalThe Admin Portal is provided in MBPCloud in order to perform thefollowing actions:Actions AppAdd Edit Delete – DepartmentAdd Edit Delete – BranchAdd Edit Delete – TeamAdd Edit Delete – PositionAdd Edit Remove – ApproversAdd Edit Delete – StaffAdd Users Renew your account – SubscriptionAccess Control – PermissionAdd Edit Delete – Location
    • MBPCloud LoginOn the Portal Login page, the Username (email address) & Password of registeredusers are entered to access MBPCloud services.
    • MBPCloud LoginWhen you login to MBPCloud for first time, this business details form will appear foronly once. To proceed further, please complete this form. Select type of your company Based on your Click submit button. requirement, select any one option.
    • MBPCloud LoginWhen you login to MBPCloud for first time, this business details form will appear foronly once. To proceed further, please complete this form. Select the required Contract. Select the type of T&C. Select your required service. Select ‘Yes’ to use MBP Contract and No to attach Click Add button to set this your T&C. service. When the contract stage is completed for Internal Recruitment & Labor on Hire the candidate information will be emailed to these members.
    • MBPCloud AdminPortalOn Successful completion of the form the following home page will be displayed. Inorder to view the Admin Portal please click the admin app. Click here to view the Admin Portal
    • MBPCloud AdminPortalAll the functionality of MBPCloud PACT Contract will work only after completing theAdmin setup process. This setup is explained step by step in this document.
    • MBPCloud AdminPortal Admin Setup Process FlowPlease follow this cycle to complete this hierarchy based set-up:1.Add Department2.Add Branch3.Add Team4.Select required Department, Team & add Position5.Add Staff6.Assign Approvers for the DepartmentTeam.7.Provide Permissions for the Staff’s.8.Add Location
    • Add DepartmentBased on the selection of your ‘Organization Structure’ in Client BusinessDetails Form, the pre-defined apps will appear . To add a new department,click on the ‘Department’ app in the home page of the Admin portal. Click Department icon.
    • Add DepartmentUnder ‘Department’ section, enter the department name to be created andclick ‘Add’ button to add the department. Enter required department Click add button, to add department to the List.
    • Add BranchUnder ‘Branch’ section, enter the branch name to be created and click‘Add’ button to add the branch. Select the required department Enter the required Branch. Click add button, to add department to the List.
    • Add TeamUnder ‘Team’ section, enter the required Team name & click add button toadd the team. Select Department from drop-down list Enter Team name Click add button, to add Team to the List
    • Add PositionTo Add new Position click the Position icon from the Admin portal. Under‘Position’ section select the Department from the drop-down list & enterrequired Position name & click ‘Add’ button to add the Position. Select Department from drop-down list Enter Position name Click add button, to add Position to the List
    • Add StaffTo add new Staff, click on the ‘Staff’ app in the home page of Admin portal.Under ‘Add New’ section, select the required Department from the drop-down list, enter the Staff name to be added & click ’Add’ button to add newstaff. Select Role as Client Admin if the staff will be an approver, if else choose client user. These roles are explained more detail in the later part of this document. Enter Staff Name. Select Position from the Drop-down list. If the Staff is Approver for a Department select Approver Enter Password , Email address & click create button to add the staff. Enter the Rate of Pay per hour, this rate of pay will be calculated during Task Allocation.
    • Assign ApproversPlease go through this Module list to assign the right approvers for therelevant process.Module Role ProcessTimesheet Client Admin Select this module to Staff who will approve all the Timesheet for the staff can be Team Leader Manager.Internal Contract Client Admin Select this module to Staff who will approve all the Contracts by email can be a Manager.Contract Management Client Admin Select this module to Staff who will approve all theSystem Contracts through MBPCloud can be a Manager.
    • Assign Approvers To assign Approvers, click ‘Approver’ app in the home page of the Admin portal. To list approvers in the Manager drop-down list, set the role of the approvers as ‘Client Admin’ in ‘Module’ field. Select Module based on the requirement.Select the required DepartmentTeam and click side button to move the department to the Selected DepartmentTeam section. Select approvers email address. If two levels of approvals is required select check this box to set a final approver. Click Add to add the approver to the list.
    • Provide Permissions The ‘Permission’ app is used to restrict access apps and sub-menus by different staff members. Select required Staff Role and Staff. Select required Sub menu.Select required App.
    • Provide PermissionsExample: In the previous slide, Lawrence (staff) was provided access toview PACT & Starter app and was provided limited access to use ‘PACT’app. The screenshots will give you a visual explanation of this feature. Lawrence can see only the assigned Apps. Lawrence can see only the assigned Sub- menu for the Timesheet App.
    • Add LocationUnder ‘Location’ section, enter the location name to be created and click‘Add’ button to add the location. Enter required Location. Click add button, to add Location to the List.
    • SubscriptionsIn Subscription section, the admin can perform the following actions:1.View the status of all the Subscriptions2.Add users to your account3.Pay pending payments4.Renew your account
    • View all SubscriptionsClick on ‘Subscription’ app in the home page of the admin portal.Complete details of your subscriptions can be viewed in this section.
    • Add usersUsing ‘Add User’ button, you can add more users to your accountusing this portal. Click here to add more users to your account.
    • Add usersEnter required No of Users, Subscription Period, select required Billingcycle and click on ‘Continue’ button which will take you to PayPal sectionfor the payment. On successful completion of payment, additional userswill be added to your account automatically. The current payment detailscan also be viewed under the subscription section. Enter no of users. Select required billing cycle. Click Continue button.
    • RenewUsing Renew option, you can renew your subscription using the portal. TheRenew button will appear before 15 days of subscription expiry. Click here to renew the subscription.
    • RenewComplete the appropriate fields & click continue button to complete thepayment process. Enter No of required users. Select the required subscription Select the Billing months from the drop-down list. . cycle. Click Continue button to proceed for payment.
    • THANK YOU!For further information please contact us:Telephone : 1300 276 266Email : support@mbpcloud.com