Welcome to Bayzat's article on effective management of Company Documentation and associated roles. This guide covers essential aspects such as handling official documents, assigning roles, utilizing analytical dashboards, generating letters, and managing bank accounts within your organization. Let's delve into these key areas.
Understanding Analytical Dashboards
- Availability: Check if 'Analytical Dashboards' are included in your package. If not, ensure the feature is unticked.
- Functionality: These dashboards provide real-time data visualization on various HR functions like employee management, payroll, and more.
- Customization: Select up to three names per dashboard for focused data analysis.
Role Assignment
Assigning Key Roles
- People Manager: Manages employee profiles and HR tasks.
- Super Admin: The highest level of access across all platform aspects.
- Transaction Processor: Handles financial transactions, including payroll and reimbursements.
- Payroll Table Manager: Responsible for payroll execution.
- Expense Manager: Manages and controls work-related expenses.
- Signatory: Authorized to sign and approve official documents.
Managing Company Documents
- Document Types: Manage key documents like Trade Licenses, VAT certificates, Establishment Cards, Ministry of Labor Lists, and more.
- Centralized Storage: Store and manage documents for easy access, renewal tracking, and legal compliance.
Letter Requests
- Functionality: Streamline the generation and management of official letters.
- Role of the Signatory: Validates and approves letter requests.
- Template Management: Use predefined templates for consistency. Upload templates via the provided Google Drive link.
Setting Up Company Bank Account
- Essential Details: Fill in details like Trade License name, Bank Name, Holder Name, and IBAN.
- Purpose: Facilitates smooth execution of financial transactions on the platform.
This guide aims to equip you with the knowledge to manage your company's documentation and roles effectively on Bayzat. Accurate information input is crucial for the seamless operation of integrated services.
For a visual understanding of managing your company's documentation and roles on Bayzat, please view our dedicated video tutorial. This resource provides clear, step-by-step instructions and practical examples, making it easier for you to grasp the process effectively.