 This guide provides a step-by-step process for enriching CRM data using Freckle, with this example focusing on fire department information for New Jersey.  This is relevant for any states we decide to enrich.

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 ‘You’ a users personal hub allowing access to personal information and calendar.

 The admin dashboard provides a monthly overview of the department schedule and quick access to requests and messages.  Users can navigate to different months by using the arrows located on either side of the date Selecting the ‘Today’ button will bring users back to the current month.

Dashboard

 The roster is where all staffing changes are made & default templates are set.  Admin functions for the Roster are available through desktop.

Roster

 Here, the user can see general activity throughout the dashboard.  Located at the bottom of the left side menu, users can access the change log by clicking on the following icon.

Change log

 Department is where all department wide setting live along with the base information such as pay codes and ranks.

Department settings

 Admins can create new employees, edit employee info, manage work groups, and access and edit trade ledgers.  The default page shows a list of all employees department wide.

Employees

 The Shift Planning Tool allows staffers to create and edit the default Roster for both shift and non-shift employees.  In addition to the default Roster staffers will be able to manage Events and Shift patterns.

Shift Planning Tool (Default Roster)

 In addition to viewing requests and messages through the Dashboard, admins can also utilize their Inbox to review these items.  Located towards the bottom of the left side menu, users can access Requests by clicking on the following icon Admin can manage all pending requests from this section, with options to approve, deny, or postpone them as needed Previous requests can be reviewed by selecting 'Approved' or 'Denied' to see who approved or denied each request Located towards the bottom of the left side menu, users can access Messages by clicking on the following icon and then navigating to the Messages tab.

Inbox (Desktop)

FAQs

Staffing and admin guide

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My Admin Dashboard

My calendar

My Payroll

My Staffing Lists

Prefrences

Manage Requests

Messages

Understanding Tags

Responsibilities & Notepad

Editing roster

Hiring engine

Department rules

Accrual banks

Hiring flows

Permissions

Pay codes

Detail codes

Certifications

Ranks

Shift Planning: Roster Editor

Publish Warning

Vacation bidding

Preferences

My staffing lists

My payroll

My dashboard

Auctions

General user guide

How to draft and Send messages out to the department