Employee Guide
Welcome to the Bizcom Portal Employee Guide. This guide covers everything you need as a Bizcom team member — managing client tasks, documents, support tickets, billing, onboarding, and admin tools.
Use the sidebar to navigate to any topic.
In This Guide
Day-to-Day Operations
| Section | What You'll Learn |
|---|---|
| Getting Started | Logging in, navigation, and keyboard shortcuts |
| Tasks & Compliance | Managing tasks and compliance workflow |
| Document Management | Uploading, sharing, and reviewing documents |
| Handling Support Tickets | Responding to and managing client tickets |
| SLA & Workload | Tracking completion rates and team workload |
Admin Tools
| Section | What You'll Learn |
|---|---|
| Onboarding a New Client | The 4-step onboarding wizard |
| Services & Billing | Managing services, invoices, and payments |
| Users, Permissions & Assignments | Creating users, roles, and staff assignments |
| Leave Management | Leave types, approvals, and balances |
Admin sections
Sections marked Admin require Manager-level access or higher. Contact your system administrator if you don't see these options in your portal.