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Adding Client Managers to the Lead Pipeline, Revenue Won & Lost and Client PortfolioChange your Password and setup Multi Factor Authentication Change the Senior Client Manager of a Production TeamFAB5 Monthly Data Entry ChecklistFinancial Year Rollover | Pre-Rollover Guidelines Financial Year RolloverConnecting Xero Practice Manager (XPM) to WizeHub
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FAQs
How do I classify clients using ABCD categories?How do I determine the types of communication traffic?What productivity targets do I set for team members?What is billable time versus non-billable time?What charge rate multiple do I apply to production team members? What is the right resource mix when allocating Finders, Minders & Grinders to jobs?What is the best way to account for one-off fees when capturing fees won or lost?Can inactive employees be permanently deleted from People?What happens during the financial year rollover process?Can we allocate multiple roles to an employee e.g. A Senior Client Manager who is also a Chief Marketing Officer?
Troubleshooting

Can inactive employees be permanently deleted from People?

In limited circumstances, it is possible to hard delete inactive employees who are not tied to historical data in the WizeHub. If you have added an employee in error, or have old duplicate names that were not added elsewhere in the WizeHub, you can ask our team to hard delete an inactive employee. 

If historical data is tied to an inactive employee, they cannot be hard deleted.

Next Steps:

  1. Check that your inactive employee is not tied to historical data in the WizeHub. If you are unsure, review the following modules:
    • Budget & Capacity (current and previous years)
    • Task Management
    • Meetings
    • Lead Pipeline
    • Revenue Won & Lost 
    • Client Portfolio

      NB* You must be an Executive user to view Budget & Capacity plans and all Meetings. Check the User Role Security Matrix for permission levels across each module.
  2. Once you confirm there is no historical data associated with an inactive employee, log a support request in app via Support Centre > Request Support.
  3. Your request will be escalated to our development team to be action. 

 

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