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. For a list of recent features and improvements, see What's New.
In This Guide
Day-to-Day Operations
| Section | What You'll Learn |
|---|---|
| Getting Started | Logging in, navigation, and keyboard shortcuts |
| Dashboard Overview | Understanding your dashboard stats and filters |
| 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 |
| Activity Feed | Viewing chronological logs of portal activity |
| Notifications | Staying informed with in-portal and email alerts |
| Calendar | Viewing tasks by due date on a visual calendar |
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 |
| Compliance Pipelines | Creating and managing custom compliance workflows |
| Feedback & Issues | Triaging and responding to staff feedback |
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.
Dashboard Overview
Your employee dashboard provides a quick snapshot of your workload and overall portal activity. It displays key metrics and recent items to help you prioritize your day.
[Screenshot: employee dashboard]
Dashboard Stats
The dashboard shows four main stats at the top:
| Stat | What It Means |
|---|---|
| Active Tasks | Tasks assigned to you that are due within the next 30 days. Helps you focus on what's coming up soon. |
| Overdue Tasks | Tasks past their due date (within the last 90 days). Older auto-generated tasks are excluded to keep the count meaningful. |
| Pending Tickets | Support tickets from your assigned clients that are waiting for your response. |
| Compliance Rate | Percentage of tasks completed on time within the selected date range. |
Date Range Filter
The dashboard includes a date range filter to help you scope your view:
- This Month — shows data for the current calendar month.
- Last 30 Days — rolling 30-day window.
- This Quarter — current fiscal quarter (Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec).
- Last 3 Months — rolling 90-day window.
- Year to Date — from January 1st to today.
The charts and compliance rate automatically update when you change the date range. Use this to analyze trends, review recent performance, or zoom in on a specific period.
[Screenshot: dashboard date range filter]
What the Charts Show
The dashboard includes visual charts scoped to your selected date range:
- Task Status Breakdown — distribution of tasks by status (pending, in progress, waiting on client, completed).
- Workload by Client — which clients have the most active tasks assigned to you.
- Compliance Progress — how many tasks are on track vs. overdue.
These charts help you spot bottlenecks and prioritize your work at a glance.