Plumm Knowledge Base - Clients
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How To Guides
How To Guides
Profile
Dashboard
EMMA
People
Tasks
Time Off
Wellbeing
Academy
Resources
Events
Documents
Admin
Feature Overviews
Dashboard
Documents
Wellbeing
EMMA
People
Tasks
Time Off
Academy
Resources
Admin
Settings
Saved
Emergency Contact
Customer Service
Crisis Support
Change Password
Events
Hire
Platform Overview
Mental Health
HR
Onboarding
Welcome
Your Data
Email Templates
Internal Comms and Newsletter Templates
Resources
Client Help
Returning Client
Providers Help
Therapist Profile
General
Admin help
Release Notes
February 2024
FAQs
Emma AI
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Plumm Knowledge Base - Clients
How To Guides
How To Guides
Profile
Dashboard
EMMA
People
Tasks
Time Off
Wellbeing
Academy
Resources
Events
Documents
Admin
Feature Overviews
Dashboard
Documents
Wellbeing
EMMA
People
Tasks
Time Off
Academy
Resources
Admin
Settings
Saved
Emergency Contact
Customer Service
Crisis Support
Change Password
Events
Hire
Platform Overview
Mental Health
HR
Onboarding
Welcome
Your Data
Email Templates
Internal Comms and Newsletter Templates
Resources
Client Help
Returning Client
Providers Help
Therapist Profile
General
Admin help
Release Notes
February 2024
FAQs
Emma AI
How To Guides
A collection of user walkthrough documents that explain how a certain feature works
How to Add a New Job > Hire
How to Edit, Delete, Pause or Deactivate a Position > Hire
How to Add a new candidate
How to Apply for the Position > Hire
How to Schedule a Screening > Hire
How to Reject a Candidate > Hire
How to Draft an Offer Letter > Hire
How to eSign a Document
How to View Activity Log on a Pending Document
How to Onboard a Candidate > Hire
How to Conduct an Interview > Hire
Profile
How to Edit Your Basic Information
How to change my profile picture
How to use family access
How to add Essential Records?
How to Add a Dependent
How to upgrade your free trial
See more
Dashboard
How to navigate the Dashboard
EMMA
How to chat to EMMA
People
How To Assign A Location To A User
How to use the Organisational Chart and Group View features
How to Book 1-on-1s
How to Add Goals and See Your Goal Activity
How to view Peoples Documents
See more
Tasks
How to see Your Tasks and People's Tasks
Time Off
How to take Time Off and check leave dates
Wellbeing
How to use the Mood Tracker?
How to access the Guided Meditations?
How to Book an Individual Coaching Session
How to Book an Individual Therapy Session
Academy
How to view My Progress
How to Access the Online Course
How to save content
Resources
How to use the Resources
Events
How to Join a Plumm Event
Documents
How to view my Handbooks
How to access Company Documents
How to manage My Documents
Admin
How To Import Your Data
How to Add Automated/Scheduled Tasks
How to Find Integration Information:
How to Adjust Permissions for Platform Features:
How to Add a Time Off Policy
How to Add a Time Off Policy Type
How to Add/Remove Users from Time Off Policies
How to Edit/Delete a Time Off Policy
How to Add or Edit a Working Schedule:
How to Add or Edit Calendars:
How To Add or Edit A Location
How to Change The ROI Currency
How To Add A Header Image For Handbooks
How To Add / Edit A Company Banner Image
How to Add/ Edit 1:1 Question Templates
How to View the Audit logs
How To View Insights
How To View Company Details
How To View and Generate Reports
How to Manage Document Folders:
How To Remove / Deactivate A User
How To Add A User
How To Download A List Of My People
How to Manage Trust Line Cases
How To Add & Manage TrustLine Categories
How To Set TrustLine Reminders
How To Create a New Review
How To View My People / People's Profiles
How to Add Multiple Users
How to Import Data
How to Add a New Template > eSign
How to Edit an Existing Template
How to Send a Template or Document > eSign
How to Delete a template or document > eSign
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