Then ensure that only the appropriate admins have permissions in that location. To isolate HR transactions from your regular transactions, you can keep the HR transactions in a separate location called something like “HR Files” or “Personnel”. Upload any such docs to each agent's transaction. Now you have a place you can store things like agents' 1099s, agent independent contractor agreements, and any other HR type documents. Give each transaction the custom HR status you created above. Create a Transaction for Agent Infoįor each active agent, create a transaction named after them (e.g., "Joe Smith"). Whenever a new HR transaction needs to be added, the status can be enabled for a few minutes while adding the new transaction, then disabled again. If you prefer to hide the special HR transaction status from users, you can deactivate that status after you have created your HR transactions.ĭeactivated statuses will no longer appear in status dropdown lists, but existing HR transactions that use a deactivated status will continue to use the status. Learn how to Customize Transaction Statuses → Hide a Custom HR Status from Dropdown Lists If you add any docs after the close date/month, Pipeline will automatically back the transaction up the next month. We recommend creating the HR status under either the "Closed" or "Fell Through" status category because transactions that are set to ‘closed’, ‘fell through’, or ‘expired’ are backed up in the next month's backups. To track HR files for agents/employees, we recommend creating a special status (e.g., “HR - Admin Only”, "Admin Use Only" or "ARCHIVES - For Admin Use Only" - or wording appropriate to your company). Pipeline Pro Webinar Recording: Use Pipeline to Store HR files for Agents and Employees.Hide a Custom HR Status from Dropdown Lists.You can use Pipeline’s transactions to keep track of HR related files and information like hire dates, termination dates, contract files, license expiration dates, and birthdays. ![]() Keep Your Computer Logged in to Pipeline for 7 Days.Syncing and Unsyncing Tasks with Calendars.Add a Pipeline Icon to a Mobile Device’s Home Screen.Import Dropbox Docs into Unassigned Docs.Viewing Closed, Expired & Canceled Transactions.Save Custom Searches & Sorts as Shortcuts.Track Received Email Messages and Attachments on Transactions. ![]()
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