Employee Handbook (KB) Terminology
For purposes of this KB:
The term “Employee” refers to personnel in a non-management position.
The term “Team Member” refers to either an employee or manager.
The term "Manager" refers to an employee or owner that manages other employees or to whom other employees report. These include owners and senior technicians.
The term "Management" refers to the owner or owners of the company, or C-level employees such as CEO, CIO, CFO, or VPs, if any.
Related Articles
Reading the KB: Best Practices
There is a fundamental flaw in the Zoho KB. If you are logged in as an "agent" (for example, in order to edit a document), you cannot access articles via the permalinks. In order to see articles via permalinks, you need to have an end user account in ...
AutoTask Terminology
Queue: Autotask allows for multiple “ticket boards” called queues. We primarily use the queue called Remote Support. Tickets created for the future (such as future anti-virus renewals or recurring work) are to be added to the queue called Deferred. ...
Employee Responsibility and Rules Regarding KB
Each employee is responsible for being aware of the rules that govern his/her employment. Ignorance of the rules is not an acceptable excuse for breaking them. Breaking the rules may result in termination of employment. No article or excerpt of an ...
Employment Forms
W-4 Form Federal Income Tax Withholding Employers aren’t required to report any information that employees claim on their Form W-4, Employee's Withholding Certificate to the IRS. However, Forms W-4 are still subject to review. Employers may be ...
How to link to another KB article
If you create a link to another KB article using the admin URL, employees who do not have admin access (there are several) won't be able to follow the link. Using the linking toolensures that the "public" URL will be used. First, highlight the text ...