Author: Hakeem Phiri

Good day all!

Please kindly note that the issue behind loadshedding and internet connectivity was discussed on the previous meetings as multiple employees reported it as their main challenge towards complying on their work. As we all know that the whole of South Africa is affected by power cuts and weak network connectivity happening in different schedules depending on the locations, we hope to recover from the situation very soon.

The team came to a resolution that each and every SayPro team member is responsible for the work which is and was assigned to them. It is the employee’s duty to make sure to comply and reach milestones regardless of issues of power cuts and network failure. It is recommended that when there are no internet connection people can be working on other tasks which do not require them to be online or they can attend to personal matters then when power is back, they can recover the time lost during the power cut and continue with their work.

SayPro employees raised some concerns of being worried and stressed due to the power issues interfering with their work. SayPro wants to improve the quality of life of employees, reduce stress level of employees and boosts performance by allowing employees to be flexible with their working hours to promote a healthy-work life balance.

Good day all!

SayPro clients might forget their login details as time goes and they require assistance to reset them.

Below are the steps to reset a client’s password

1. Once logged in to your profile there is a black ribbon on top.
   
2. Go to the top left of the ribbon and click on SayPro, open the dashboard.
   
3. On the left side of the dashboard search for users to access all the profiles of clients.
   
4. When on the user you can search for the user using their email address, name, surname, nickname, or ID number.
   
5. Once the client’s profile is located, open it by clicking edit.
   
6. On the profile you can edit and update the information, it is important to put the correct display name e.g. name surname.
   
7. since we need to reset the password we can scroll down until we see set new password.
   
8. Click on the set new password and enter the new password, ensure the password is strong otherwise it will be removed automatically.
   
9. Once the new password is entered, scroll down to the bottom end and click update.
   
10. Update the client on their new password.

Good day all!

There are multiple ways to make orders for clients at SayPro

SayPro, how to request the training rep to bring forward clients for training.

-Open up the calendar with the training dates.

Firstly, analyze the available upcoming dates of the training.

-Take a screenshot of the available training dates you want to give to the training rep, and ensure to cut the image properly to remove other irrelevant things.

-Go to the OneDrive folder and get the empty spreadsheet for where the rep will add people, attach it together with the dates and send it to the rep.

-Ensure tracking the progress of the reps on loading employees to classes at least twice a week.

When setting up task scheduler for keeping records:

-First log into SayPro, on the top left corner click on dashboard.

-On the left-hand side check for SayPro JetPack CRM.

-Under Jetpack CRM click on task scheduler.

-Once you are on task scheduler click on add new task.

-Under task information there is task name, enter the communication/task name.

-Below the task name select your name to indicate you are the one who set the task.

-On the right hand side of your name select the date when the task was set and the due date.

-Then type in the task description.

-Below the task description there is contact, select the contact of the client which you interacted with together with the company under it.

-Once done click on save event on the top right to save the task.