Getting Started Guide
Contents
1. Main Availability Status Human Resource Applicaton Notes Hours of Availability Day Shift 1 Shift 2 Begin End Begin End Mon 8 45am Lel 5 00pm l 00 00 00 00 Le Tue 9 00am fel 5 15pm l 00 00 0000 Le Wed 8 45am Lel 5 00pm 00 00 00 00 Le Thu 9 00am fel 5 00pm 00 00 00 00 Le Fi 9 00am 5 00pm Lel 00 00 f l 00 00 Sat 00 00 fel 00 00 0000 00 00 Le Sun 6 00pm fel 9 00pm 00 00 00 00 Le O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Status This area will allow you to organize and track information about each employee from PTIN State Certification info to annual tracking of information for training and P P attendance completion CE completion which tax problem they completed a well if they are IRS Certified Main Availability Status Human Resource Application Motes FTIN State Certification Year Tax Training P amp P CE Tax Problem Liberty Cert IRS Certified Select Yes QNo Sie E Na Sie QNo Seed el Select Yes No e Human Resource The Human Resource tab allows O and GM to enter all pertinent information about employment and pay rate Keeping an accurate record of hiring date pay rate increases bonus info and exemptions will give you a more accurate record for future reports to be discussed later M can only see the table of information already entered they cannot enter values o2. BIUS L PHHRrBHiH 4A Oe EE 222 eenz Simple select a Category Priority Headline and then enter the information you want in the Issue area You can format the information easily with the tool bar provided Hit Add when you are done Colliborate Saves You Time Create your Categories under the Category sub navigation You can create categories for items that you will use year after year such as your office policies and procedures dress code etc Archives This area will show all archives info Log items Category O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Create categories that suit your needs Only the O and GM will see the Category area Simply click on Category sub navigation you will see the list of existing categories as follows Portal Entity Employees Schedule To Do List Info Log Information Log Archives Category Information Log Categories Category Order Delete Federal a Bank amp gt Lib dx ae State 4 Other 4 You can add your own Category by simple clicking the Add Category button at the bottom of the page You will see the following window Add New Category D New Category Once you click the Add button you can change the order of items that will appear in the Info Log area when adding Info Log items You can also delete any newly added Category as long as no items
3. Owner General Manager amp Manager User Manual All rights protected 2015 Colliborate E Global Interactive This manual is for your private you distributing or sharing this information is prohibited O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected TABLE OF CONTENTS GENERAL INFORMATION 2 cceceecececeecececeecececeecececeecececeececuceececuceeaeeusesaecusnsceneeneneses 4 Biere 4 GETING STARTED A ENE 4 COLLIBORATE SAVES YOU TIME 4 LOGGING IN BEE 4 EMPLOYEE POSITIONS TITLES eerror ae e ta a ae kt nae n ke kk ea a ke KO e pena 5 OVERVIEW OF POR A NEEN 6 SETTING UP YOUR ENTITY ek EN KEEN KKK ENKEN ENKEN ENKEN ENKEN ENKEN ENKEN EN 9 EBITING YOUR ENTITY INFORMATION NEE 9 PROUT US WEN 10 Markeling TAD ME 10 POO 0221 1 0 9 TAD E 11 OWNER INFORMATION 12 ENTERING OFFICE INFORMATION cceccecececcececececuceecececaececueaecececaececueaeeeceeaeseceeaenecass 13 ENT denk ler 15 COMPANY PAGE EEN 19 ONLINE APPLICATION ccececcecececececeeaececececucueaeaecececucucueaeaesecececucueaeaesesececueueaeaeaeaeseees 19 EMPLOYEES EEN 22 ACTIVE EMPLOYEES EE 22 Editing an Employee s Information ccccccsccceecseccneccuecsecsuecsucceessucseessusseessusseesseeses 22 AVAA e 24 k5 L2 l EE 25 Human eg 25 eieiei EE 26 Ver 26 TEMP EMPLOYEES eccecececcececececececececececueaeaececueaecueneaesecueaeseeueaesecueaes
4. The Entity Office info is required for two main reasons First this will help the system identify you as the recipient for this application This way this information will be saved in your Temp employee list The second main reason is the reduction of spam as the public does not have this information and they will not be able to make a submission without this information O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected EMPLOYEES In this section you will be able to manage all of your employees information schedules of availability and even track employee applications through Colliborate Active Employees By default this will be blank when you first log in to Colliborate You will need to enter all of your employees here ideally you want to have employees potential employees apply through the application process Employees can only see other employees in offices they are assigned to They can see name phone and email address Employees can also update their own profile information such as address and phone number etc In Colliborate all current employees are shown under the Active sub navigation The entire list of employees will appear on one page The Office drop down menu will show you a list of all of your offices as well as an option to see All Offices which will show you all the employees at all the offices at one time
5. Getting Startec Tutceres Bax Content AFI Reference Access Nhe content managenwrt falses availabio in the Gos Wab App and extend then Community amp Supgort for Use in pou Own application Lean Mars Developer Blog Bex View Premium Semces oe Convert POF and Office documents ta HTML fr cory dheplay it w b end mobie wopheatione Lanen More Sy otan Osse Appia you agree te the jenn of serving f r Sie Contant Bow View Gantact Support Enter a unique name use your entity and business name no spaces then click Create Applications You will see the following screen O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected box Mantang Tax Group Hes CL uninnt Agplicatian Cruated an Api i aie i ADT t iw ann 51 ati ups API Dalwani n Success 5 e DI 1 me tou j t Take a look at pi j W art DI sr le ng twd Hr ert Traum ppice em _orrrumne y NA ICH Click on the Configure your application button and you will see the following screen Maryland Tax Croup Editing 7 IC efrbar ete General Informaton frin lak 4 YO Nof Curare Tee a Cee You will need specific information on two lines to enter into Colliborate settings page Here s a close up on those two lines O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All R
6. Tae Service Ofici Libewly t kk tan perpanston borides give pou san achtos d t optrag yo be Aiendiy aooaa aul wah a money back guaant r Ow tan prepar po Gorgi extenmive Sassu ia both sais and foder Moun G an About Us Tab In this field enter some information you would like to share with the public about your business Be sure to include some contact information for potential tax clients including a phone number You can use the formatting buttons as you would in Microsoft Word for example to choose fonts colors etc The Company URL provides you with your company URL that you can post on Craigslist or other areas you advertise seeking employees You can use our new short URL format http www Colliborate com co XXXX Where XXXX is your entity number We are also providing you with a QR image to post on flyers on CraigsList so your info can be easily accessed using a mobile phone Marketing Tab O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected In the Marketing section you can include other social media profiles you may have for your business lf you click on the Marketing Tab you will see the following http acebook com comes URI http 7 waw googie com http vtIwifter oonvelsadarray The first question asks if you want your company email address to appear on your public page mentioned earlier Select the Y
7. There are a number of ways to enter employees into Colliborate In this screen you would click on the Add Employee button Editing an Employee s Information You can click on an employee name to edit it Owners will have access to edit all employee information GM assigned to an office can also edit all employee O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected information Mangers can edit all employee information except the Human Resources tab to be discussed later for assigned office s Employee info Edit Employee Esmptoy e Status Airthday hit ven Activa STUEN Fint Rame Last Hame Position Hesther tapi Tas Prepaper e Adiurwss Acker 7 576 Mis Road Coty State Tan Portal Reisterstown Maryland e 11211 Crone Phone J 44188 18520 Main Aw atr i ty Stata Hunan Resource Apphe ation Notes Lhermame ennpilayon 1 Emai Yerify Email employee 1 TON DOraie com employe 1E Caliiborate com Pesswurd Verify Pawerord KLL Tratt Assignment di Wine J Hish tlandtzwn kMAsenimeant Car kile ES Resurs fleiz Job Positions For Position the drop down menu will show either the default labels or your customized labels you defined under the Entity gt Settings page Time Clock Access setting will give you the option to take away the Time Clock editing feature for GM and M The screenshot below illustrates this Position General
8. already exist under them You cannot delete the default system categories File Sharing Setup You will need to create a Free or Paid Box com Account Once you create it you will need to follow these steps to enable BOX integration with Colliborate Go to https developers box com you will see the following screen O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Powering content i for your application You re in Great Company Thecus ol applis omn Saree Deen igh on the Be Pal ionm Fom estabi eer ant etone z2anmp ant t to the sere otaupine Click on the Log In link in the top right corner you will see the following screen box Welcome back please log in be Register today for Baxyorie 141 Langen why Transfyymatinn Mwens Dusine si Boraks Faly Med ucheta an sal naw Enter your username and password and click Log In Click on the Get Started button O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected amp Create Your First App on Box The Baz Content and View API ei you buig powerful lt n sors ee i Maryland Tax Group Create a Box Application ADDficatons My Applications w Creste a Bar Apph atar Box Content Getting Starten SDs Tutoriais e API huterencs Create a Box Application Sap MP Men Bos View
9. by clicking on the X in the top right corner You can also copy the entire schedule from the previous week by clicking on the icon in the top right corner The system will automatically recognize if an approved time off is already in the system and it will notify you of these dates on the page You will not be allowed to schedule employees on approved days ofi You can modify the schedule as often as you need to the information is automatically saved Publishing Schedules Only the O and GM can publish the schedule This gives them the opportunity to have a final look before moving the schedule Live so all employees can see it O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Publish schedule i kI 12 7 7017 m Gan UI o DNS JIO IG AOTA upo TU w IVI d Un has h to Lranditioh Unehect ta agndtion d Une bech te leith Piee rechte Live hert b Er Argnactt h Dich fe Met c Derbdp Lac bech te Lrgbibh Ke HIRTT Pet a hohoi thal he Aisel bel Niet bastard 1o pub a ichadyis te pous enpgioyoni ginane chert the sporceriote check ban tar the pw te ule tere When you select the checkbox two things happen 1 The schedule gets published so all employees will be able to see it 2 An email goes out to all employees with email address that have hours on the schedule for the published week lf you need to modify the hours for a p
10. example above notice we also checked On Call for Friday must select the Friday box as well This will make the Friday date an on call date only so the employee will not be scheduled but they ll see that they are schedule to be on call on as needed basis Notice the yellow background for Friday and how there is no total for the hours since employee is not scheduled O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Wise 10778 2017 HIM 494 307 IO 7 234 10711 7017 tD 11 07 2017 1102017 ab San Mon Tue Wed Mhu Fri Sat x LA ada Man twa fw ia URL x The only way to enter On Call hours is to use the Quick Add To get rid of this information you have to delete the entries for both start and end times and tab out to next cell the yellow background will then disappear Hovering over date will show you the projection entered for the noted date If no information is entered for projections nothing will happen when you hover over the date You will only be able to have this info during the Tax Season January April 03 05 2012 _ Projections 12 Mon Projected Returns 2 mg Reception Hours 0 Prep Hours 12 Processing Hours 0 Prior Year Returns 0 ES Started om You can perform the copy and clear features on the entire row To copy an entire row of information to an employee click on the row icon Finally you can clear the entire page
11. prepare tax school courses Commented Oy Carre tax Posted On 26 Oct 2012 11 42 pm D wit start this today Leger ays ee oe Posted On 26 Det 2012 11 46 pm Lie Completed its all Gone far my office Notice the updated comments with time date and who update it Also notice that employee ss Mark is highlighted in yellow giving further indication that they completed their task This will allow you to track a specific task for all employees in one view O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected INFORMATION LOG SHARING The Info Log area is an ideal place to share valuable information with your employees across all of entity All employees can view this area as well as add Info as well as comments Information Log The information can fall in one of many categories federal state liberty bank or create your own This information can provide instructions to specific situations that you encountered specific tax information provide procedures for your operations or processes Comments can also be added to update the information as necessary maybe a solution was found a better process etc To Do List Info Log Inventory Information Log Archives File Sharing Category Information Log Headline Created Comments Category See Priority Archive Duplicate Delete RAL will be here Il mew 12 20 2014 0 Annou
12. will allow you to share important phone numbers like Tax Support Tech Support etc to your employees You can also give access to M GM to add edit this information under the Entity gt Settings area E Quick Links This is an area that ALL employees will have access to This will allow you to share important links like ZeeNet IRS Error Codes Where s My Refund etc to your employees You can also give access to M GM to add edit this information under the Entity gt Settings area F Time Card Time Card icon allows you and every employee to view their clocked in hours It will be visible unless owners disable this option under the Entity gt Settings area shown in a later step G Time Clock Clock In Clock Out Time Clock button allows employees to clock in and out for hours worked It is available on an office by office basis You can define your office s time zone as O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected well activate the Time Clock feature for each office under Entity gt Office Info shown in a later step H Schedule The Schedule table provides you with Today s schedule for the selected office I Information Logs The Information Logs will show you the topics headlines of items that are shared across your entire entity all stores will see this information New items are bolded and highlighted with the
13. Manager Le Time Clock Access Yes No Employees Email Addresses You can select the Active status if you have an employee with a valid and unique email address For employees without an email address select the O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Active no email option from the Employee Status drop down menu This is usually used for wavers who have no email addresses If you select Active and complete all the information the employee will receive an email providing them with their username and password and they will now have access to Colliborate Under the Main tab you can enter a Username for your employees Keep in mind that the username must be unique on Colliborate not just your entity Feel free to enter the PTIN and State Certification information Assigning Employees Assign your employee to one or more offices by selection the appropriate checkbox This will place the employee on the schedule for the selected office s The employee will not see all information pertaining to the office as well Availability On the Availability tab you will see the hours of availability for an Employee O GM and M can update this information The Employee can only update this if they are explicitly given this option under Entity gt Settings discussed earlier li you make changes make sure you click the Save button
14. S number provided by Liberty This will ensure that the number is unique in the system as well as ensure future integration with Liberty Enter an office location name this will appear in the drop down menu as well as be referenced in all related areas to the office Try to make it meaningful and short This will make it more readable in various areas throughout Colliborate You can even use the LTS number name of town street crossing etc O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Tips for Setting up Your Offices e For Product Request Email This is the email address where all need now Product Requests under Inventory emails will be sent to If a GM is assigned to the store they will also receive these email requests We have noticed the Liberty s email addresses have issues receiving emails you may want access your email directly from Liberty an mark the emails as safe so they are not seen as spam e Camera URL If you have a video camera system in your office you can enter the address here This will show the Camera icon on the Portal page for the O by default As an O you can change your settings to show this for GM and or M will be shown in Settings section Most camera systems require that you use IE browser to work this is a requirement of your camera system and has nothing to do with Colliborate e Time Zone Select you
15. anne en No information currently recorded Zu ash 7 Add Clock In amp Clock Out Times amp Date 12 19 2014 ral Clock In 11 00 pm Y Clocked Out Date Tomorrow e ane Clock Out 600 am v Notice that Colliborate now allows you to clock out on the next day Simply select Clock Out Date option Tomorrow and Clock Out Time Hours will be added as part of current date Click the Adad button to save the information The employee will have the Clock In time registered in the system and they can Clock Out on the Portal page Note that all entries for time using the Time Clock area will appear in Red on the Clock In Clock Out Detailed report to be shown later This will help you see if this feature is being abused by M GM entering a lot of information manually vs E clocking in and out Time Card Owners have the option to activate this feature or disable it under the Entity gt Settings area Time Card allows employees to see their Clocked In Out hours On the Portal page employees can click on the icon to see their hours or they can click on the Time Card link on the Schedule page Employees will see the Time Card page which will show the following O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Entity Employees Schedule To Do List Info Log Inventory Current Schedule Projections Create Schedule Publish Schedule Time Clo
16. ault is Yes however you can disable the icon on the Portal page by selecting No File Sharing The File Sharing option allows you to integrate BOX com with Colliborate to share files or folders with specific user groups More Information later on how to setup activate this feature Show Employee Names Sorted Here you can decide how you want the employee names to appear on Employee pages and reports area Time Clock Options Here you can define overtime hours for calculation used in Clock In Clock Out Report You can also define Auto Time Deduction if desired Some states require breaks after defined number of hours let s say 72 hour break after 6 hours You can do this automatically be selecting 6 from the Auto Deduction After menu and selecting 30 minutes from the Deduct menu All the math will be calculated for you on the report now Start Week On You can now start your schedule on Sunday or Monday This will also reflect all information following the start date O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Company Page When you use your company URL http www Colliborate com co xxxxx where XXXXX is your entity number User will see your introduction icons that you made available for contact or social media your office list Google Map as well as a Job application link Liberty Tax Service H MSs Welc
17. ck Time Card Office Office 1 GenMan M 02 27 2012 03 04 2012 Date Clock In Clock Out 44 bb 02729 2012 3 00 am 5 00 pm 03 01 2012 09 32 pm 00 00 O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Tax School This is a new feature and is still in Beta please provide us with feedback to improve for the upcoming season To create a class simply click the Add Class button lass Info Class Name Location Days Start Date gt Time Track Students Delete t 12412012 I TET ni 1 25 2701 FUU al LN pon ma a B Enter your class information The instructor should be already created from the Employee navigation You can create any time date combinations there is no validation for what s entered you can also select the number of quizzes you want the system to track for you Nam 4 er eil wt Selec Durston E Select instructor Days Th Start Date trad Uste an a Start Time kri Tine Luz ge Number of Quizzes e Sew D meoured neiz Clicking on the Class Name will allow you to edit the class information Clicking on the a icon will allow you to enter student names and contact information O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Student Enrollment Sa Gass Name 09 24 2012 4 00 pm 9 00 pm Name Phone EMail Ramen El
18. click on Entity in the top menu bar then on Entity Info Click on your business name to edit your information Only the GM will be able to see the Entity info sub navigation link l were here irom Colliborate Entity information tann Dete geg Logg You will be taken to the following screen where you can enter update the pertinent information about your entity Entity Information Lea echte Trae tanoamertoo bonate corn Goar trzegbm corr Atout Us AT Uns amp F MRa 4A DS OO ES 3 wee Wekome to ow Liberty Tax Serio Office Liberty s acouae tan prepansbon sernvices give you tax adivice the way fw nean m be trasadiy acorar madi woth nm back ovemgcc Ou tax prepar go rough exbezui ve harig zi both og and Ska Ip rfrtactenm O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Remember that your entity is your business name and information You will enter separate office locations later Many owners have more than one office and in rare cases some owners might have more than one entity Colliborate Saves You Time When entering your entity number please use the number provided by Liberty This will save you time in future integration efforis and avoid potential issues errors At the bottom of the screen you will see three tabs About Us Marketing and Application Weloome m cow Laverty
19. click on the gt gt icon to assign the group s The remaining pieces are the same Add Office Task Tasks A Office Group Individual Select Group s hold control key to select more than one group Groups List Assigned Group s Owners Admin A Shift Supervisor Manager aa General Manager Tax Prepaper Processor Receptionist Waver m Finally you can create individual task by clicking on the Individual radio Simply select the employees that you want to assign the task to Add Office Task Tasks CC Office Group e Individual Select User s hold control key to select more than one user Full List Assigned User s Joanne a A Gary Heather John Gd Eza Quincy Carrie a Mark When you assign a task it will appear under My Tasks area O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected My Tasks My Tasks area is designated for a personal To Do List as well for all assigned tasks Portal Entity Employees Schedule To Do List Info Log Inventory Time Off Office Tasks My Tasks Office Archived Tasks My Archived Tasks My Tasks Add Personal Task Assign Task Task Priority Task Created End Date Delete ene IA 95 08 2014 05 12 2014 iz Oto Tps IA 0570572014 05 12 2014 iz In this case the owner created a task to 2 employees Clicking on the Task
20. e Inventory tab can be used to request products as well as track hardware inventory in your office s Request Products One of the biggest challenges in an office for an owner is the non ending calls From asking about schedules to products that ran out in the store etc This area will help centralize product request and in effect end the phone calls for these products No more sticky notes emails and calls Just say put it on Colliborate An O GM M and a SS can request products for assigned stores Request Product Office Offte 1 Product Priority 7 Requested Dn gt si D L D L m P KI Product info and details can be provided as well The priority for each product will determine how this information is disseminated If Need Now is selected an email will automatically be sent to the Owner at entity email and the GM for specific store lf Normal or 7 days is selected then the item will remain on the Requested Product page Both the GM assigned to the store as well the person assigned under the Office settings for Product Requests will receive an email with the details of what s requested and who made the request Once a product is received O GM M or the SS can check the Done checkbox for the Product indicating that the request has been fulfilled This moves the Product to the Archived Requests page O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Wa
21. e the hours worked for your employees to share with your accountant for payroll purposes Reports Clock in Ces Out Notice that you can change the Accountant report to show All employees or filter to specific group to understand your cost per group O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected
22. ear in as an introduction to potential individuals applying for a job with your entity You can customize the online application introduction page to note what are seeking in terms of positions as well as personalities etc In the second box write the text for a thank you note potential employees will receive when they submit an application online This should include a general thank you message a time line to follow up and perhaps contact information in case an applicant wants to make a call It s totally up to you what you place here Colliborate Saves You Time Colliborate offers you an easy online tool for accepting job applications from potential employees They complete the application online it is saved within Colliborate for you and if you offer them a job you can activate their account with few clicks You can view list of applications activate those that you want to hire and delete those that do not meet your needs Owner Information Click on the Owner Info sub navigation link By default you will see the main owner that was created during the sign up process O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected You can edit this information at any time by clicking on the Name in the top right cornet You can also add additional owners by clicking on the Add Owner button Keep in mind all added owners must have a unique email addr
23. ecaeaeneeenaenenass 26 Reviewing FOO CAU ONS E 27 PAST EMPLOYEES EE 27 MOLTFLE ENTRY EEN 28 INS TRUE TOR renean E a A See be akle e m 29 YOUR SCHEDULE ie tetin is kita d ati it ia it af d ke ata A a a a n a a e m a 30 PROJECTIONS EEN 30 EGNEATE SO el DIR 31 HESE EE se isit ti at tidi Ee eene ees be 33 TIME CLOCK l bib b tt tk kk kt kt tt ta tata ata tata kaba aa aa aa aa aa aa aa aaa aaeaeaeseaesoeoeoeesseseseoeseseseseoeoooonooooonnnn 35 TIME CARD WEE 36 TAX SCHOOL EE 38 TO DO DSW WEEN 40 GFFICE EE 40 MY TASKS EE 42 INFORMATION LOG GHAHING sek KN KEEN RK EN REENEN ENKEN ENKEN ENKEN ENKEN ENK 44 BIST ORE TION OO EEN 44 CREATING INFO LOG ENTRY ccecececcececececececececececucucaeaeaecececucueaeaeaeaesecueusueavaeaeaeseees 45 e 45 67 4 C16 5 ee 45 O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected FILE SHARING SETUP EE 46 SIE TE 50 INVENTO PRY E kon d t eat kn a kk hese cca EE 51 REQUEST FPRODUEN S EEN 51 ARCHIVED REQUESTS ccececececcccccecececcccacccecacaccacececacaceacacecataceaeauecarateceauscateneavanseenas 52 AARDWAREAINVENTORY EE 52 Adding a Hardware IV MONN ooo occassion sola ata abo pk ages tiene Aaa oo tonel 53 SEET E E EE ee 53 TIME OFF EE 54 abil ME OQFFFEOUE ST sacs cea sige liye dl EE EET fas kd oa Bo ks ba aks Pe bel kl n bal 54 EE Ee 55 NOT APR ROVED EE 55 CH 56 O Owner GM General Mana
24. edule Office 1 Office 2 Office 3 Office d Click on your office Create Edit button You will get a page similar to the following Create Schedule Wise N 10778 2017 t0 A7 01 IIT 107 3172012 1170172012 11 02 7101 t 1703 2017 o e re Sun Mon lue Wed Phu fri sat x e al Aen tanpi 1556 85 56 Clicking on an employee name or the icon will expand the entry for the employee so you can enter their hours as shown below O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Create Schedule Wise 10 28 7012 10 70 7012 laa 0127 10 7 1 702 1 01 2012 1O01 1O01 n Sim Mom Tue Wed Ir Fri Sat x iim 1 4A Notice that you can enter 2 different shifts per employee Also you can enter the hours free style by enter 12p for 12 00 pm and 215p for 2 15 pm Make sure what you type in free style is updated to reflect the hours you actually need To save you more time and give you more power click on the Quick Add and you will get the multiple day entry as shown below Quick Add Start Time 9 00 am End Time 16 00 pm Repeat On Call IV Monday IV Tuesday IV Wednesday IV Thursday IV Friday E Saturday F Sunday Entering a start and end time allow you to enter the hours for multiple days at the same time If you check Monday through Friday for example the hours you enter will appear as such on the schedule In the
25. edule the employee on their approved off date The system will not allow you to schedule an employee with an approved day off To make a request click on the Make Request button Time Off Request yor Heen ei a ji eee eti N payin At sSektdi Pront O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected You can now make multi office and multi day requests This will eliminate the need to have multiple individual requests especially if an employee works at multiple offices Each manager GM or O would have to approve the Time Off Request independently to make sure all are aware of the time off request Time Off Request Office Vise v Requested By 7 Subject 7 fia Date Priority Appt ive Letz Approved The O GM and manager will see the list of all approved requests on this page Employees will see their own approved requests only Not Approved The O GM and manager will see the list of all non approved requests as well as all lapsed request where no action was taken on this page Employees will see their own denied requests only O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Reports You can access various reports to access information Notice there are two Time Clock reports The first is for data for Clock In Clock Out pr
26. em To Do List Inventory Office Tasks My Tasks Office Archived Tasks My Archived Tasks Office Tasks Office Hightlandtown Office e Task T Priority 7 Task Created 7 End Date 7 Done Delete Highland Only IA 05 08 2014 05 10 2014 ig Peak is Here IA 0171972014 02 01 2014 iz O GM and M can assign tasks to the offices groups as well as individuals To add a task just click the Assign Task button you will see the page below Office Task Tasks Office Group Individual Offices CT Au E Wise ET Hightlandtown fF Monument E Parkville Task Priority Select Priority EN Description Limit of 250 charcters Start Date End Date Required fields You can make the selection if this task is for All Offices or specific offices Enter a Task subject and description then select your priority A date range allows you to O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected show the information for a specific period of time after which the task will be moved to the Archived Tasks area An O GM and M can also complete the task by checking the box The item will then immediately appear in the Archived Tasks area You can also select the Group radio which will allow you to target specific groups for your task assignment Notice you will see the list of default groups make the selections as needed and
27. employee complete the missing info and that s it The employee becomes active If you selected Active and entered their email address the employee will receive an email notification with their login information Past Employees You can archive employees from Active page and they will appear on the Past Employees page shown below O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected fen dl Mititip4e Enty Past Employees Nate Phone Emai S D mp 7 Mice Actrate Delete This will allow you to retain all employee information entered in the system You can also archive employees if you do not want them to have access to the system When you are ready to hire them again for next season simply click on the corresponding Activate checkbox and the employee will appear back on the Active page Multiple Entry This is a quick way to enter up to 10 employee names at one time All names entered here will be defaulted to a Temp account You will then need to update the information and add additional information as necessary lt is far less work for you to have people apply and enter their own information O GM and M can enter names in this area Keep in mind that you can only have 2x twice the number of active employees for your plan entered for Temp Therefore make sure you delete undesired employees or activate employees to ensure you have t
28. es or No radio Next you can enter your URLs for Facebook Google Twitter LinkedIn and YouTube if you have these accounts Make sure to enter the complete URL beginning with http or https Don t have a Facebook or Twitter account for your stores Not a problem You do not have to have any of these items the system will automatically know if you leave them blank Your company page will reflect the information you enter and place a corresponding icon for each social networking service you provide Application Tab In this section you can write an introduction to the job application for potential employees You will see the following O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Abo P Va te tan as ef a Aaf after introdu tion IV AE ramnnn a E AA BS z BS RB e ee Thank vwa far your teres im vorkang for our offices We we recht Ger ated irriak to work a a tran en vonmen Weer seckang tan Gerti markrang piriona and ofice stats If you enjoy wotkang m propie Please apply and we wal comad you wat 48 hoes Aopicatyon Thana You age RI V amp ruanmne a E AA Ab BI Sa Thank ou for your mterest We are activei Iookang fou monn anni matant to work ou oun tran you aformanon matches ou attdi we w l contact you m tr mount 24 48 koun Hae a gra Ae N an egenneni In the first box enter the text that you want to app
29. ess and a unique username you can use either to login The owner information name phone amp email address will ONLY appear to GM and M Employees will not be able to see the Owner Info link at all maintain the chain of command of who sees what o Wetcome Owner rs Colliborate Owner info eeeeeeee sseoenasnn Entering Office Information Click on Entity then on Office Info sub navigation link Again you will see the default information that you set up when you signed up GM can Edit Delete office information for offices they are assigned to M can only see the list of offices they are assigned to they will not be able to Edit Delete information GM M can use the link icon to link directly to the online job application to allow walk in applicants to apply on the spot O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Office Info Cffice Name f Office Address Phone Number inactive slute ma TD x he po E lf you have additional offices you can add them by clicking on the Add Office button You can edit your existing office by simply clicking on the office name Office info g DT AAT Sin Sp E hide this office information E etann Ti ma GMT from the Company page check this box Select your entity from the drop down menu Make sure the office number listed is the appropriate LT
30. g a Hardware Inventory Click on Add Inventory button you will get the following Hardware Inventory Type Name Select type Le Brand Model Serial Service Office Date Purchased Select Office EN ES Notes Cancel Reguired fields This will allow you to enter all the pertinent information for your hardware This info can be very helpful in case you need to replace a product and you are not in the store or if theft occurs and you need to produce Serial Numbers and detailed information about stolen products Retired Inventory This is where the entire retired hardware list will appear O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected TIME OFF The Time Off tab allows employees to request time off and the opportunity to include specific details such as reasons why the leave is necessary Time Off Request Office Vice 1 v Medguested Sy T Subject ithe ate 7 The O GM and Manager will see the list of all staff associated with assigned office s Other employees will only see their own requests as well as the status if it is pending approved or denied Time Off Request The O GM and M can approve such a request Once a request is approved or denied an email will be sent to employee to notify them of the status of the request The person making the schedule will also be alerted if they erroneously attempted to sch
31. ger M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected GENERAL INFORMATION Browser For best accessibility we recommend that you view and use Colliborate in the following browsers Google Chrome or Mozilla Firefox IE browsers use various backend technologies that may cause conflicts in certain areas Please let us know If you encounter them and we will work to address them Getting Started Colliborate is intended to centralize your day to day tasks you do in ONE easy location Take your time in setting up your entity and office s information It may take a while but it will be worth it and save you time in the end The Colliborate User Manual will guide you in the process of getting your information set up which will put you on the track to becoming more efficient and productive in your business Colliborate Saves You Time Throughout this manual you will notice special sections in which we highlight special tips about saving time You will learn techniques and ways to manage your business and save yourself precious energy and time Logging In Go to the main web page at www colliborate com Enter your username and password in the blue Login box Login User Name Password Submit Forgot password O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Employee Posit
32. he space for future entries applicants This page will be removed in the future as it is no longer needed Multiple Employee Entry First Name Last Name Address ity Stato Province tip Postal Phone Username Select 3 StaiaProexe gt Selci a Siale Pioc if Spect a Salamance gt O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Instructors You can setup your tax school classes and students information here The first step is to setup instructors An instructor must be an existing employee position doesn t matter so make sure you add the instructor as an active employee first From this screen you will see a drop down menu with all of your employees Select a name from the drop down menu Repeat the process to enter all of your instructors then click the Save button Portal Entity Employees Schedule To Do List Info Log Active Temp PastEmployees Multiple Entry Instructors Name Phone EMail Position Remove Al mngr 4101234567 manager colliborate com manager Gi Amy Hills 9674102563 manager2 dcolliborate com manager Heather taxp1 4439638520 employeel colliborate com taxpreparer e Select Instructor Le Save Cancel Required fields Once instructor s are added you can setup your Tax School classes discussed later O Owner GM General Manager M Manager SS Shift Superv
33. hem go You ll have a dated record of all incidents Temp Employees Temp Employees appear here by being entered into the system in one of two ways 1 Aname appears through the online application All applications appear here by default The list will show the application date and bolded neu icon to stand out O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected 2 You can also enter employees using the Multiple Entry page to be shown later Using either method the information will appear here but the applicants will not have any access to the system Name Date T lenke Umaji Position ffr ee eciscle Reviewing Applications Click on the names to review the applications and see if you are interested in interviewing the applicant Once you decide if you want to hire them or not take the necessary action lf you are not interested in them click the Delete icon to remove them for your System This will keep your list clean as well as keep space for entries in your system By default you can have 2 x twice the number of entries under Temp as your Plan Active employee number So if you have a 50 active employee plan you can have 100 entries under the Temp page lf you choose to hire the employee simply click on the name to edit and from the Employee Status drop down menu select Active or Active no email to activate the
34. ias Darraj 987 456 3120 ematikoampany com 9 John Doe u7 496 7710 Natalie Jones 410 944 5633 ematiikoampany Com ei So Required Fw You can enter as many students as you need You can enter name phone or an email address You can update the information at any time by simply clicking on the name It will allow you to edit update the information To add a new name simply click on the plus icon Click Save so save the information To enter track attendance and grades click on the of icon for the class You will see the following Class Information Class Name 09 24 2012 5 00 pm 9 00 pm Attendance Grades Student Name 51 52 53 54 5 Elias Darraj 500pm Jemen 500pm e00pm 1 Ji John Doe 515pm g00pm 4 45pm 10 00pm Natalie Jones ene Jemen II 4 II Save Cancel The instructor will be able to enter this information as well as M GM and O Make sure to Save any information entered You can always export this Information to Excel O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected TO DO LIST Office Tasks The To Do List tab is an area that helps keep your employees focused on your goals You can place your priorities for the week here You can also place the Liberty AD s Top 10 things to focus on and place them here This way your employees will see them every time they access the syst
35. ights Protected OAuth Parameters D L D S client id buen a s Cee ee eee client_ secret alekin ian TL FFB 3 LAF FSFE EE KOZE ETE W Ok Kaz Ki Copy and paste the information into Entity Setting Area File Sharing ai Yes Ho Client Secret Client ID Save the settings and you are done File Sharing Now that you are setup you can share files and or folder with your target users Enter a Label that you want the group to see this is based on the role the user has such as GM M Tax Preparer etc from Box copy the share link and paste in the Box URL field Select the group s that you want to have access to the file and or folder Use the Ctri Button if you have more than one group to select Finally click the Share button This is now added and it becomes a link for users to access the file and or folder you added To Do List Info Log Inventory Information Log Archives File Sharing Category Shared Files Label Box URL Group s Edit Delete Test File https app box comss y e AB General Manager Manager Ti GM Test File https app box com si ykls n 2g General Manager Tax Preparer Z ile S e EE EE General Manager Manager Tax y 5 Tax Folder Files https app bou comi si zl on mani E Preparer l lig General Manager TextPreparer kaj O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected INVENTORY Th
36. ions Titles e Owner O which is really an administrator e General Manager GM e Manager M e Shift Supervisor SS e All other employee positions E These are the default system access rights groups O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected OVERVIEW OF PORTAL After you log in to Colliborate you will see the Portal landing page which is the main page and central location of the site By default your portal page will contain little information as no information has yet been entered Once you set up your account your Portal landing page will look something like this Colliborate deed A CG WE G Office Oficer Le 6e d e CEI CCO EE ES a m B w Employer in Out Hoadtine Category Priority No Records founds e r m Gen Man dia Erem RAL ell be here nou kanouncment Emptovee x09 O00 taw to Accoun CM Emplopoes Matiayot 100 am 8 00 pm i ma Create Tasks potting Your PIN Emple ye n s5 Sines 0200 ss ES 9 Printing Signing Papers saw Litt gt n n EZENN Teacher tapeewes Deduc ton state G IEO en 5 00 pm Na Fue onde found Teacher Expenses Dedhution ro Slate a Gerec 00 ma LD pa a ih b T 10 l Waert 1h10 ep amp om a pon ine TI zg Federal D A 2 re SR Ia n m w i M Ne a man vi n A y op e ategon L Man Fae 375 wen Bank D v Requested Time ON Requested Product s Jwner Nane
37. ior to December 20 2014 The new report Time Clock 12 20 14 forward will allow capturing data for Clocking In Out after midnight Reports Time Clock Report Select Entity Employees Employee Record Time Clock prior to 12 20 Time Clock 12 20 14 forward To Do List Info Log Tracker Product Inventory Requested Time Off Select the Time Clock report to obtain clocked in out hours Select the Office s date range and Type of report you want To Do List Reports Time Clock 12 20 14 forward Offices All Offices s i Hightlandtown Office Home Location Date Range From E To Report Type me Summary Detailed Accountant Sort By a Employee Run Report Date 3 Position Monument Info Log Inventory Reports New Location Parkville Wise Fa The Summary report provides quick information about hours clocked in and compare them to schedules hours for each user The Detailed report is used to make sure your employees clocked in out and they did so from the office This is O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected done by comparing the IP address to the rest of the staff A different IP address will let you know that the employee clocked in either from their home or mobile device and not from the office The accountant report is used to calculat
38. isor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected YOUR SCHEDULE The Schedule area will allow your employees to see their weekly work schedules All of your employees can access this tab and view the current published schedule s You no longer have to call your employees to give them this information Schedule now can begin on Sunday or Monday see settings instructions provided earlier Lurrent Schedule Office Wise e sa d 4 D ale i D Ze Z w Cep hasse D I Ven AA T lf an employee is assigned to multiple offices they will see a drop down menu for the associated offices You can print or generate and Excel file by clicking on the icons on the top right side of screen Projections You can enter the information into the projection page for each office using the Projections email send by Liberty This information will be reflected on the schedule when creating a schedule and hovering over the date You can give the GM M access to updating this under Entity gt Settings Office 1 Projections March O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Create Schedule O GM and M will see the Create Schedule sub navigation The list of offices that will appear will be those to which the GM and M are assigned You will see the following Colliborate Create Sch
39. ity for each employee Employee Title Labels The Update Employee Title labels are defaulted to No If you would like to change the default labels to something that works better for you and your business then select Yes Make sure you put a New Label for all listed items even if you are keeping the same label Camera Enabling lf you entered a URL for your camera under the Office s you can enable the option for GM and M to see the camera icons on the portal page here If you only want owners to see the camera icon do not mark either Show Projections You can now enter projections information provided by Liberty into Colliborate By default only the O can do this however you can allow the GM M to access this information and see on schedule Allow Add Quick Links You can now add a list of quick links to share with you entire staff By default only the O can do this however you can allow the GM M to add links that all staff will see Allow Add Important s You can now add a list of important phones numbers to share with you entire Staff By default only the O can do this however you can allow the GM M to add number that all staff will see O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Time Card The Show Time Card option allows you to decide if you want your employees to see their clocked in hours The def
40. n this tab main Sallani t nan Human berne Zb atinn Ma tes L sun 3 ke n i Owner an 04 707 wy 11 por LO ky Owner an 03 71 2051 Colliborate Saves You Time Entering and maintaining this information will make answers calls from State Unemployment offices much easier All the information will be available at your fingure tips O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Application The Application tab will show information entered by the Employee if they applied online Only the Employee can enter information on this tab Notes The Notes tab can be used to enter evaluation remarks for the employee This can be used for both positive and negative remarks An M can post Notes about an E in their office a GM can post Notes about M and E that are assigned to Employees cannot see notes about themselves A hierarchy is used in who sees this information You can mark the comments with Thumbs up or down Main Avatlability Status Human Resource Application Notes Kudos Comments do f Add Clear Click the ADD button to save the info into the database Feedback Cancel Colliborate Saves You Time Entering and maintaining this information here will help you determine if you want to give the employee a raise or have a record of below behavior expectations which will make your life easier if you decide to let t
41. ncments 12 20 2014 if w LS 11 25 2014 0 State 1172572014 TI G R testing 06 20 2014 1 Lib 06 20 2014 a TB E F 5 1 14 Lib 5 1 4 TI gt LS http www tifeannstyie com Liberty CtientDataSheet2014 pdf mes 01 09 2014 0 Other 01 09 2014 vi Te Dress Code 2012 08 10 2012 2 Personel 01 06 2014 L d ES New Tax Update 06 25 2012 Must Read hi we Ua Closing the Sale 03 12 2012 8 Federal 07 23 2012 7 F I Appreciation Weeks 03 09 2012 1 Announcments 06 25 2012 A P Ta RAL witi be here 12 21 2011 3 Announcments 03 01 2012 lil P Us How to Access CMC 12 19 2011 8 Employees 06 20 2014 ee ie You will have a quick view with all the information log items You can see the Title date it was Created Comments made Category Last Update as well as priority You can also sort the information by Headline Created Category and Priority Only the O and GM will be able to Archive or Delete content A new feature to duplicate existing entries was created using the icon This allows the reuse of prior year info log items with current time stamp This will make it easier to view reports for items for current tax season O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Creating Info Log Entry Click on the Add info button you will see the following Information Log Leier Category Priority Select Type Select Priority Headline sue
42. ndividuals to work in a team environment We are seeking tax preparers marketing personal and office assistants If you enjoy working with people Please apply and we will contact you within 48 hours K wid B Upon entering the code which is used to minimize spam the applicants will see the customized application Employment Application renra d tper we O ws t rf nn Zeite erte mann s big ot San tap n TA Tan mo eel Dy fwa NE fe w E w KE Da sanm Weg ranse ry Pete emp meim ZZ i X si xx WO L W gt O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Notice that your Entity and Office numbers are listed The customized Positions will appear if used as well as offices for your business Upon clicking the Apply button the customized thank you page which you already set up will appear Employees and potential employees can also apply on by going to www Colliborate com At the very bottom of the page this will only appear prior to login if you are logged in you will need to log out to see the apply link they will need to click on the Apply link as shown Terms of Use Ap piy G f Known issues When they click the apply button however the application is not customized and the applicant will need to have the Entity and Office numbers to apply to your business
43. need tollet paper treglayeo1 One h HIS Denar Mana Prester Caper Here is an overview of the different sections of the Portal landing page It is useful to understand what these features are before you set up your account O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected A Office drop down menu The Office drop down menu allows you to have a quick view for the information pertaining to the office you select All items in this page will be unique to this office except for the Information Log area this is shared for your entire entity GM M SS and E will only see offices they are assigned to B Camera The Camera icon provides O by default with a quick link to your Camera security system if you have one setup over your network internet It will appear for the if the camera URL information is entered under the Entity Information shown in a later step You can also allow GM amp M to see this icon under the Entity gt Settings area C Time Clock This icon provides access to O by default to see who s clocked in for the day You can also update individuals clocked In Out time on this page The GM and M are also provided with access to this area by default but you can limit this feature when setting up your M GM under employee information D Important Phone Numbers This is an area that ALL employees will have access to This
44. ome to our Liberty Tax Service Office Welcome to our Liberty Tax Service Office LibertysS income tax preparation services give you tax adwice the way ifs meant to be friendly accurate and with a money back guarantee Our tax preparer go through extensive training m both state and federal tax structures Hi i Ni E ay vote Man Zre s b Parkette SCH WE por Va Wi Ge go Yo i 2 NA i bei l oe da i Gwo d n vw 7730 Wise Ave Dundalk MO 29222 Ki 444 123 4567 Gamer Bet wettenogn l e et D nm w a Baier Fiton Baer 27 ANT n rv yo 2417 E Monument St Baltimore MD 21206 av E 410 410 1111 r Con deiten BO Harford Rd ey we Baltimore MD 21234 a ee 4 a t 963 025 8741 bur Pe Date Fa 3414 Eastern Ave ec gg Googe nn ne Baltimore MD 21228 a ve 410 123 4567 Online Application The preferred way to make your life simple is for employees or potential employees to enter the information by applying for employment You can share your company page URL or Job application URL already discussed on Craigslist or other websites customized URL for your business with personalized messages O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Employment Application Thank you for your interest in working for our offices We are seeking motivated i
45. or S General Manager Manager Allow add Quick Links for S General Manager 7 Manager Allow Add Important s for W General Manager Manager Show Time Card Yes No Enable Chat m Yes O No File Sharing New to Colliborate you G Yes No can now Integrate File Folder management Client Secret 1 with BOX com Client Df Allow to Add File Folder Sharing General Manager Y Manager Show Employee Name Sorted by O FirstName e Last Name Time Clock Options Overtime Kicks in after 40 A Hours Auto Time Deduction Yes No Auto Deduction After Deduct 6 Hours v 30 Minutes v We recommend using Monday start date Start Week On O Sunday e Monday O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Employees Updating Hours of Availability By default you do not want employees to update their own hours Make sure that the Enable Hours of Availability Update for All Employees is set to No Colliborate Saves You Time Typically at the beginning of a new tax season you can enable this option for employees to update their own hours you can then change it back to No once the season begins You do not want employees to update their own hours during the tax season as it would make your schedule creation very difficult The store M GM and O can always update the hours of availabil
46. r Time Zone and select whether you want to Activate Time Clock for this particular office or not Each office will need the Time Clock feature activated if you want to use the Clock In Out system throughout your Entity not required you can active desired offices e Job Posting URL You can use the Job Posting URL noted here on Craigslist or other areas you post seeking employees Keep in mind that you can also use the Company URL which also has a Job Posting link icon if you want to provide more company info in your online postings This is the link that is shown to GM M in office list view discussed earlier Colliborate Saves You Time If an office will move in the future you can make it inactive and then simply update the information when you have your new location This will save you time if a situation arises If Liberty assigns you a new office number just keep the one office inactive and creat a new office Entity Settings The entity information will only appear to the O and GM Both will be able to update the settings as needed Colliborate v2 5 offers enhanced modules and features under Settings O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Enable Hours of Availability Update for all Employees Yes No Update Employee Title labets OD Yes No Show Camera for W General Manager Manager Show Projections f
47. schedule a 11 01 2012 11 02 2012 11 03 2012 gt Thu Fri Sat 9 00 am 6 00pm 12 00 pm 6 00 pm 42 00 09 00 06 00 900 am 4 00pm 49 00 am 4 00 pm 33 00 07 00 07 00 Time Clock O GM and M by default will see the Time Clock link You can take away the Time Clock access from GM and M under the Employee account page by selecting No for Time clock access discussed earlier By default the Time Clock page will show the names of all clocked in out employees for the date icon from Portal page discussed earlier Time Clock allows the O GM and M to update information for employees that forgot to clock in or clock out You now see the employee s scheduled as well Office Click on the Employee name on left to seefedit their hours Hightlandtown Office Y Hame Today s Clocked Time Hame Scheduled In Clock In Scheduled Out Clock Out Joanne gm Owner Name 12 20 2014 11 57 AM Joanne gm 12 20 2014 8 46 PM Amy Hills O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Select the employee on the left hand side to see their hours for the week To add previous date hours or start time for the day click on the amp icon Select the date of missing hours Then select the time from the drop down menu as shown below Office Kevin Kane 12 15 2014 12 21 2014 Hightlandtown Office Name Date Clock in Out Date Clock Out Hours eg P Jo
48. tv icon for emphasis J Office Tasks This feature allows an O GM as well as an M to assign a task to a specific office assigned offices All Employees will see the tasks but only M GM and O can complete the tasks by checking the box K My Tasks My Tasks will show personally assigned tasks no one else will see this information beside the user New all employees can get tasks assigned to them O GM and M can assign tasks to office groups and or individual employee s L Requested Time Off The Requested Time Off feature will show 3 recent names of people requesting time off for the selected office M Requested Product s Requested Product s will show 3 recent requested products for the office N User Name Clicking on the user name takes the user to their profile information O Logout To ensure integrity of data make sure to logout when you are done using Colliborate System will time out automatically log out by default after 1 hour O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected SETTING UP YOUR ENTITY This section will explain how to define information about your business Entity various administrators Owners store locations office info as well as general settings and configurations for your Colliborate account Settings Editing Your Entity Information When you log in to Colliborate
49. ublished schedule you must first unpublish it then modify the hours You can then republish the schedule This will send out another email to all employees on the schedule The employees will be able to see the schedule similar to below but without the link under the 6 00 pm The link will only appear to O GM and Manager Current Schedule Projections Create Schedule Publish Schedule Time Clock Time Card Tax School Current Schedule Office Wise i 10 28 2012 10 29 2012 10 30 2012 10 31 2012 11 01 2012 11 02 2012 11 nie RES Mon me Wed Thu Ek po yonn 2 9 00 am 6 00pm 9 00am 6 00pm 3 00am 6 00pm 9 00am 6 00 pm 3 00 am 6 00 pm 09 00 09 00 09 00 09 00 M anar 9 00 3 00 9 00 4 00 9 00 3 00 9 00 4 00 9 00 4 00 fa am be m a an a m am KH m ya am ER m fa an EN m 410 123 4567 H d p p p Ne MN enn Ag AN TU Ze TWD TI Ze TD lf the manager GM or O want the employee to come in on an On Call hours day the manager will need to contact the employee and let them know when they would need to come in The manager would then click on the 6 00 pm link and they ll see the following Activate Schedule Start Time End Time O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected Enter the Start End Time and click Activate you will see the following Click OK to validate the time and the information will appear on the published
50. ver Colliborate 2009 2015 All Rights Protected Request Product Office Select Ofice Prodyuct Quant ty Detadls Priority Sedact Priore i ka You can make multiple product requests on the same page You can also note the quantity for each request Archived Requests This simply shows the entire product request list that has been fulfilled for your offices Received date is noted on the page Archived Requests Office Ofice 1 e Product 7 Priority 7 Requested fiy 7 Requested On 7 Ker give Dato Dane ampie A Denai Hans DAM LEP OIP d orena ee chan Dwner Hane PEPE Ovni 207 d talat paper needex L Owner Nene 117282011 a 012013 d Hardware Inventory This is a great area to track your electronics hardware at your office s You will see the entire list of Hardware at an office Nardwate vwentory Office Ofre Te a spm heave tr erat tante Tow Patista Zeite O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected lf you get a product request for a printer for example and you were not given specifics you can easily check which printer cartridge toner you will need to order lf your hardware is no longer in use you can select the Retire check box This will place the item under the Retired Inventory page This info can be pulled in the Reports area which can help you in depreciating the products for your taxes Addin
51. will provide the task details as shown here My Task Te tand Carrie ss Manb Posted By Owner Mame Posted On 10 26 2012 Task Test Task Priority Hagh Start Date 10 27 2002 End Date 13 02 2012 Description please prepare tax schot cowrses The two employees in this case will see the task on their Portal page as shown here Colliborate dore Les g Te h w w L We VT e we ea ka ei bw Tee ite d za a a O Owner GM General Manager M Manager SS Shift Supervisor E Tax Preparer amp Waver Colliborate 2009 2015 All Rights Protected The employee will navigate to the task and enter notes and then click on the Start Task button to indicate that they began the task This will notify the assigner of task The Employee can also complete the task by clicking on the Mark Task Complete button To close this screen and go back click the Done button My Task fo tat Cer rt mn Poste f y e bat ep Peated m eda bn fav Ze Tan fra Ze WI Siart Cie twa Date Deerwggemm era prepare tas wf caron L men etart thie tusni Start Task Mark Task Complete Done lf the Completed button was clicked the task for this employee will appear under the My Archived Tasks This is what the assigner of the task will see To tard Carrie ss Mark Posted By Owner Name Posted On 10 26 2012 Task Test Task Priority High Start Date 10 27 2012 End Date 11 03 2012 Description please
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