View Debtpack Enterprise How To's

How do I manage staff?


Allocate, Follow-up; Escalate:

  1. Allocation of accounts to users, are vital in managing staff performance.  In the Enterprise product, user allocation is done via scheduled business rules. 
  2. Once accounts have been allocated, all actions performed by the user are recording against their name.
  3. The calendar provides each user with a summarized to-do list, indicating work due today as well as overdue work.
  4. Each manager has access to each individual staff members work and can monitor daily progress.
  5. Boundaries are set around the time allowed to perform each task, which in turn enables scheduled business rules to escalate incomplete tasks to the manager via email or pre-defined reporting.

Compare how this challenge is managed in the Office edition:

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