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Bookmarks

 

Using bookmarks1:06

"Why are bookmarks useful?" 

Bookmarks are a convenient way to share internet links with the people in your company. Bookmarks make it faster for you and your people to access websites you visit often. Depending on where its created, bookmarks are automatically shared with people when joining your org. Bookmarks are also automatically shared to people who are added to a pay batch, a project, or a location. 

"How do I create a bookmark?" 

To create a personal bookmark, seen by yourself only: 

  1. First, click: Menu > Bookmarks > New bookmark 
  2. Once it's open, enter the bookmark's name. This is what the bookmark's title now shows as. 
  3. Then enter the bookmark's address. This is the link that the bookmark opens to. 
  4. And finally, click: Save 

To see your new bookmark: 

  1. First, select the bookmark on: Menu > Bookmarks 
  2. And finally, you'll now see it in the list. 

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

Updated: Tue, Mar 14, 2023.
 

Changing bookmarks0:35

"How do I change a bookmark?" 

To change or update a bookmark: 

  1. First, select the bookmark on: Menu > Bookmarks 
  2. Then click the "Edit" link on the bookmark you want to change. 
  3. Once it's open, make your changes. 
  4. And finally, click: Save 

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

Updated: Tue, Mar 14, 2023.
 

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, select the bookmark on: Menu > Bookmarks 
  2. Then click the "Edit" link on the bookmark you want to promote. 
  3. Once it's open, turn on:  Promote to the top of the list 
  4. Then click: Save 
  5. And finally, the bookmark now shows on the bookmarks list (at the top). 

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

Updated: Tue, Mar 14, 2023.
 

Showing bookmarks at "Finish"1:04

"How do I show bookmarks when a person ends their day?" 

To set which org bookmarks are shown when anyone in your org finishes their working day: 

  1. First, select your org on: Menu > Orgs 
  2. Then click: Attendance > Attendance settings 
  3. Scroll down and click the empty bookmark dropdown. 
  4. Then select the bookmark you want to add. There's a maximum of three. 
  5. And finally, click: Save 

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

To see a bookmark you've set: 

  1. First, click: Finish 
  2. And finally, after you've entered any notes and your feeling, you'll now see the "ABC Co Handbook" bookmark on the popup. 

Keep in mind that: 

  • This makes it really easy for your people to click any bookmark when your people reach the end of their working day. 
  • Also note that only bookmarks created in your org can be available to be listed in the "Show at finish" feature. 

And that's it! That's everything you need to know about how to show bookmarks when a person ends their day! 

Updated: Tue, Mar 14, 2023.
 

Sharing bookmarks1:36

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

To share a bookmark with all people in a pay batch: 

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

Now, logging in as a person in the pay batch. 

  • Because the logged in person's in the pay batch, when the person goes to "Bookmarks", the new bookmark shows up. 
  • If you later moved the logged in person to a different pay batch, the bookmark would automatically disappear. Instead, the logged in person would automatically get any bookmarks from their new pay batch. 
  • The same also goes for any projects and locations that the logged in person may also join. 
  • This makes the bookmarks feature a powerful tool in keeping your people up-to-date with the resources your people need to do their job! 

And that's it! That's all you need to do to share a bookmark to groups of people! 

Updated: Tue, Mar 14, 2023.
 

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 your org. 

  1. First, to open your org, Menu > Orgs 
  2. Then click: More > Bookmarks 
  3. Then make a new bookmark at: 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 select the insert you want. 
  7. And finally, click: Save 

Keep in mind that: 

  • If you click: Menu > Bookmarks, you can see the bookmark now includes the person's email. 
  • Each person now sees their own email when the person clicks this bookmark. 

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

Updated: Tue, Mar 14, 2023.
 

Deleting bookmarks0:33

"How do I delete or undelete bookmarks?" 

To delete a bookmark: 

  1. First, select the bookmark to delete on: Menu > Bookmarks 
  2. Then click the "Edit" link on the bookmark you want to delete. 
  3. Once it's open, go to: More > Delete 
  4. And finally, click: Yes ... delete 

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

Updated: Tue, Mar 14, 2023.
 

Undeleting bookmarks0:33

"How do I undelete bookmarks?" 

To undelete a bookmark: 

  1. First, click: Deleted bin 
  2. Then click: Bookmarks 
  3. After that, click the "Edit" link on the bookmark you want to undelete. 
  4. Once it's open, click: Undelete (at the bottom) 
  5. And finally, it's not deleted anymore. 

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

Updated: Tue, Mar 14, 2023.

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