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Download End User Guide - Systems Made Simple
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Table of Contents About this Guide ............................................................................................................................. 5 Using this Manual .......................................................................................................................... 5 Audience ....................................................................................................................................... 5 RedCarpet Overview ...................................................................................................................... 6 What is RedCarpet? ...................................................................................................................... 6 Who Uses RedCarpet? ................................................................................................................. 6 How Do I Get Started? .................................................................................................................. 7 Supported Browsers ...................................................................................................................... 7 Mobile Device Support .................................................................................................................. 7 Dashboard ....................................................................................................................................... 8 About the Dashboard .................................................................................................................... 8 Viewing Your Dashboard .............................................................................................................. 8 Employees Tab ............................................................................................................................. 9 Employee Task List ..................................................................................................................10 Employee Task List – See Details ...........................................................................................11 Assignees Tab.............................................................................................................................12 Assignees Task List .................................................................................................................12 My Tasks Tab ..............................................................................................................................13 A Benefiter's View ....................................................................................................................13 A Provider's View .....................................................................................................................13 Team’s Tasks Tab .......................................................................................................................14 Task Summary ............................................................................................................................15 Shared Dashboard ......................................................................................................................16 About the Shared Dashboard ..................................................................................................16 Share your Dashboard .............................................................................................................16 View a Shared Dashboard .......................................................................................................17 Modify a Shared Dashboard ....................................................................................................18 Complete Shared Tasks...........................................................................................................18 Employees & Teams .....................................................................................................................19 Add a New Employee ..................................................................................................................19 Overview of Employee Profile ..................................................................................................19 Find an Employee .......................................................................................................................19 Quick Search ............................................................................................................................20 Edit an Employee ........................................................................................................................20 Edit an Employee Profile ..........................................................................................................20 Activate a Retired Employee ....................................................................................................20 Employee Identification Information ............................................................................................21 Employee Profile (Details) Tab ................................................................................................22 RedCarpet End User Guide, Version 2.8.0 SilkRoad // Proprietary & Confidential Page 2
