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1. How do I create a bookmark?

Creating a bookmark2:31

"How do I create a bookmark?"

Bookmarks are a convenient way to share internet links with the people in your company.

To create a personal bookmark:

  1. First, tap: MenuBookmarksNew bookmark
  2. Once it's open, enter the bookmark's name. Which is the name that'll show on the bookmarks menu.
  3. Then enter the bookmark's address. Which is the link that the bookmark opens to.
  4. And finally, tap: Save

To see your new bookmark:

  1. First, go to: MenuBookmarks
  2. And finally, you'll now see it in the list.

Keep in mind that:

  • When you tap New bookmark from the menu, it creates a "Personal" bookmark that can only be seen by yourself.
  • If instead, you make the bookmark from your org, pay batch, project, or location, then your bookmark is shared, and can be seen by others.
  • Pay batch, project, and location bookmarks are automatically shared with people. The bookmarks are shared as soon as the person is added to a pay batch, a project, or a location.
  • Org bookmarks are automatically shared with all your org's people, as soon as the people are added to your org.

To learn more:

Examples of org bookmarks, include:

  • A link to the company handbook.
  • Links to company policies.
  • Or a link to the company CRM login, or other online tools.

For pay batch bookmarks, you could bookmark:

  • A link to the guidelines for expense claims.
  • Or links to answers about common pay related questions.

For projects, you could bookmark:

  • A link to the project guidelines.
  • Or links to project training videos, and other materials.

And for locations, your bookmarks could include:

  • A link to the fire safety guidelines.
  • Or links to instructions about connecting to printers, or wi-fi, etc.

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

Updated: Thu, 19 Oct 2023.

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