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Bookmarks

 

Creating a bookmark0:53

"How do I create a bookmark?" 

To create a personal bookmark, seen by yourself only: 

  1. First go over to: Menu > Bookmarks > New bookmark 
  2. Once it's open, enter the bookmark's name. This is what the bookmark's title will show as. 
  3. Then, enter the bookmark's address. This is the link that the bookmark will open to. 
  4. Finally, click: Save 

And that's it! That's all you need to do to create a personal bookmark! 

To see your new bookmark, click your way to: Menu > Bookmarks You'll now see it in the list. 

To make your bookmark stand out, you can also change the color and image to whatever you prefer. 

Updated: Thu, Mar 3, 2022. Keywords: favourites. Headings: `What's a bookmark?`, `How do I change a bookmark?`
 

Editing bookmarks0:35

"How do I edit a bookmark?" 

You can change or update a bookmark anytime. 

  1. First, click your way to: Menu > Bookmarks 
  2. Then, click "edit" on the bookmark you want to change. 
  3. Once it's open, make your changes. 
  4. Finally, click: Save 

And that's it! That's all you need to do to edit a bookmark! 

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I change a bookmark?`
 

Promoting a bookmark0:35

"How do I promote a bookmark?" 

Promoting a bookmark moves the bookmark's position to the top of the bookmarks list. To promote a bookmark: 

  1. First click your way to: Menu > Bookmarks 
  2. Then click edit on the bookmark you want to promote. 
  3. Once it's open, turn on the toggle to promote the bookmark. 
  4. Then click: Save 

And that's it! That's all you need to do to promote a bookmark. The bookmark will now show at the top of the bookmarks list. 

Updated: Tue, Mar 22, 2022. Keywords: favourites, prioritize. Headings: `How do I move a bookmark up?`, `How do I star a bookmark?`
 

Showing bookmarks at "Finish"1:05

"How do I show bookmarks when someone ends their day?" 

Here's how to set which org bookmarks are shown when anyone in your org finishes for the day. 

  1. First, choose your org by going to: Menu > Orgs 
  2. Once you've chosen the org, go to: Attendance > Attendance settings 
  3. Scroll down and click the empty bookmark dropdown. 
  4. Then choose the bookmark you want to add. There's a maximum of three. In this example we choose the "ABC Co Handbook" bookmark. 
  5. Finally, click: Save 

And that's it! That's all you need to do to show a bookmark when anyone in your org finishes for the day! 

To see the bookmark you've set: 

  1. Click: Finish 
  2. After you've entered any notes and your feeling, you'll now see the "ABC Co Handbook" bookmark on the popup. 

This makes it really easy for your employees to click any bookmark at the end of their working day. Also note that only bookmarks created at the Org level will be available to be listed in the "Show at finish" feature. 

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I remind people to complete tasks when they finish?`, `How do I show a bookmark at finish?`
 

Sharing bookmarks1:36

"How do I share bookmarks to people in a pay batch, org, etc?" 

For this example, we're going to share a bookmark to all the people in a pay batch. 

  1. First, click your way to: Menu > Pay batches 
  2. Then, choose the pay batch you'd like to share a bookmark in. 
  3. Once it's open, go to: More > Bookmarks 
  4. Then, click New bookmark from here so the bookmark's made in this pay batch. 
  5. Once it's open, enter the bookmark's details. 
  6. Finally, click: Save 

And that's it! That's all you need to do to share a bookmark to everyone in a pay batch. 

Sharing bookmarks to all the people in a project, org, or location also works the same. Just follow similar steps once you're in a project, org, or location. 

In this example, we're logged in as Ahmed. 

  • Because Ahmed's a member of this pay batch, when he goes to "Bookmarks" he'll now see this new bookmark show up. 
  • If you later moved Ahmed to a different pay batch, this bookmark would automatically disappear. Instead, Ahmed would automatically get any bookmarks from his new pay batch. 
  • The same also goes for any projects and locations that Ahmed joins. 
  • This makes the bookmarks feature a powerful tool in keeping your people up-to-date with the resources they need to do their job! 

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I make bookmarks for a specific group of people?`, `How do I show bookmarks to people in the same location?`
 

Using inserts in bookmarks1:26

"How do I use inserts in a bookmark?" 

Inserts are an advanced feature. With inserts, you can insert a person's email, employee ID, email prefix, and others, into a bookmark. This is useful if you want a bookmark to work personally for multiple people in an org. 

  1. First, to open the org you want the bookmark to show in, click over to: Menu > Orgs 
  2. Once you've selected the org, click your way to: More > Bookmarks 
  3. Then, click: New bookmark 
  4. Once it's open, type in the bookmark details. 
  5. When you're ready to put the insert in the bookmark address, click the insert button on the right. 
  6. Then, choose the insert you want to use. For this example, we're going to insert the person's email address. 
  7. Finally, click: Save 

And that's it! That's all you need to do to customise a bookmark with an insert. 

  • If you click your way to: Menu > Bookmarks, you can see the bookmark now includes Wayne's email address. 
  • Each employee will now see their own email address when they go to this bookmark. 

Updated: Tue, Mar 22, 2022. Keywords: favourites, tags. Headings: `How do I add a tag to a bookmark?`, `How do I add an email to a bookmark?`
 

Deleting bookmarks1:02

"How do I delete or undelete bookmarks?" 

To delete a bookmark: 

  1. First click your way to: Menu > Bookmarks 
  2. Then, click edit on the bookmark you want to delete. 
  3. Once it's open, go to: More > Delete 
  4. Finally, click: Yes ... delete 

And that's it! That's all you need to do to delete a bookmark. 

"How do I undelete bookmarks?" 

To undelete a bookmark: 

  1. First, click over to: Menu > Deleted 
  2. Then, click on: Bookmarks 
  3. After that, click edit on the bookmark you want to undelete. 
  4. Once it's open, click Undelete at the bottom of the page. 

And that's it! It's not deleted anymore. That's all you need to do to undelete a bookmark. 

Updated: Wed, Mar 23, 2022. Keywords: favourites. Headings: `How do I remove a bookmark?`

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www.1st.money/help/General/Bookmarks/