Career Audit
Article coming soon.
Go to Align > Career Audit
WizeHub Status
Reference Guides
How To Guides
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
Plan
Product Updates
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 revenue 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?Is there a standard benchmark for revenue and client volume by class?
Troubleshooting