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Knowledge Base

Summary

Plumm's knowledge base provides comprehensive support for various roles, including Admins, Managers, and Users. Each role has tailored access to specific sections of the platform, and the knowledge base is segmented into categories like Client Help, Providers Help, Release Notes, FAQs, and General Information.

In this article

  • Before you begin
  • Step 1: Navigating to Knowledge Base
  • Admin Support
  • Manager Support
  • User Support
  • Available Knowledge Base Sections
  •  Frequently Asked Questions (FAQ)

Before you begin

Before accessing specific content, ensure you have the following:
  • A registered Plumm account.
  • Role-specific permissions (Admin, Manager, or User).
  • Access to the knowledge base section relevant to your role.

Step 1: Navigating to Knowledge Base

1 .Navigate to the Help icon (?)
  • In the platform, locate and click on the "?" icon. This icon is usually positioned in a corner of the interface.
2.Side Popup Will Open
  • A side popup will appear, displaying various support options.
3.Select "Knowledge Base" from Available Options
  • From the list of options in the popup, select "Knowledge Base" to open the knowledge base section where you can browse and access articles specific to your role.

Admin Support

Admins have full control over the platform’s configuration, user management, and access control. They can access all sections of the knowledge base, including settings, integration details, and system maintenance.
Managing Users
Admins can create, modify, or delete user accounts, including managing roles, permissions, and account settings. Knowledge base articles for Admins include:
  • User setup and account management.
  • Role configuration and permissions.
  • Data privacy and compliance settings.
System Configuration
Articles for Admins will cover setting up company policies, leave types, and platform integrations with external systems.
 
 

Manager Support

Managers typically have access to employee-related functions, including approving requests, tracking performance, and managing time off. They can view and approve or decline employee requests for time off, access reports, and communicate with team members.
Managing Requests
Managers can approve or deny time-off requests and handle team-specific workflows. Knowledge base articles for Managers include:
  • Time-off approval process.
  • Setting up team-specific workflows.
  • Reporting and team performance metrics.
Tracking Employee Leave
Managers will have access to the leave balances of employees and can make adjustments as needed.

User Support

Users (employees) will have access to their own data and can submit requests for time off, view their leave balances, and track their personal performance. They can also communicate directly with their managers regarding leave and other requests.
Requesting Time Off
Employees can submit time-off requests, view statuses, and track approvals. Knowledge base articles for Users include:
  • How to request time off.
  • Managing and cancelling time-off requests.
  • Tracking leave balances.
Leave Types
Articles will guide users on the different types of leave available (e.g., Sick Leave, Paid Vacation, Personal Days).

Available Knowledge Base Sections

1.Client Help
  • Articles aimed at providing client-side users with the necessary support for using Plumm. This includes step-by-step guides for setting up accounts, configuring features, and troubleshooting.
2.Providers Help
  • Articles aimed at supporting external service providers and vendors integrated with Plumm, such as time-off policies and integration guides.
3.Release Notes
  • This section includes detailed documentation on new features, updates, and bug fixes rolled out by Plumm. It's ideal for those needing to understand what changes have occurred within the platform.
4.FAQs
  • Frequently Asked Questions offer quick answers to common queries, from basic functionality to troubleshooting tips. This section helps users quickly find solutions without needing to contact support.
5.General
  • General knowledge base articles cover broader platform functionality, tips, and best practices for all roles within the system.

Frequently Asked Questions (FAQ)

1.Who can access the knowledge base?

Anyone with access to the Plumm platform can view the knowledge base. This includes Admins, Managers,
and Users, depending on their role and permissions.
 

2 . Can I edit articles in the knowledge base?

No. Articles are created and updated by designated platform administrators or support teams.
 
 

3. Where can I find information on new platform features?

New features are detailed in the Release Notes section of the knowledge base.

4.I can't find the topic I'm looking for. What should I do?

If you're unable to find a specific article, contact Plumm support for assistance.