Product Walkthrough

familiarize yourself with the client portal and mobile application by reviewing the recordings provided below they will help you understand how this feature is presented in both platforms why the enhancement? this feature gives a step by step tour that shows the main modules of the platform users can interact by going back and forth any module for additional explanation what is validated? the client must have a sold or bound status in {{januscrm}} and the log in credentials provided upon password reset, the user will be redirected to the language preference screen/page to start the guided tour when a returning client reopens the app, they won't have to watch the demo again if they've already seen it however, if they return under a different program, they'll see the demo again feature breakdown the information shown in the tour is fictitious it's just for demonstration purposes language preference considering our diverse demographic clientele, the demonstration allows users to choose between english and spanish for the guided tour this language selection changes the entire platform upon first time login welcome page this section outlines the purpose of the upcoming steps and highlights the significance of the tour in familiarizing users with the key features of the peoplematic product the mobile version starts with a one second delay let clients know to not interrupt the tour if they use the client portal on their phone, the tour won't show up we'll support this in the future employees module to address all employee related needs, simply select employees from the menu certificates module accessing certificates is easy request new and even retrieve old workers' compensation certificates here run payroll module the run payroll module provides a centralized platform for submitting employees' hours thank you page this is the conclusion of the product walkthrough please ensure that the client reaches this screen/page and is redirected to their home screen/page to begin submissions users have the option to watch the demo as many times as they want by going to the help/help center help/help center module and selecting watch product demo ◈ mobile application ◈ client portal