Jamku for a new recruit

[Divwork92]

How can a new employee use Jamku ?
steps for new joiners

[Divwork92]

Jamku is very simple to use.

To begin with, below are few terms very newbie needs to know -

1. Service - Service which is provided to the client. It can be recurring (eg - IT Return Filing, GSTR 3B, GSTR 1, etc) OR non recurring (eg - PAN card application, GST Registration, etc)
2. Client - Every person to whom you provide services
3. Group - Clients falling under same family or entity so that you can put all such clients in one group
   
4. Compliance - Linking service with clients by adding the periodicity (whether to offer the service on yearly, monthly, quarterly, half yearly), start date and end date.
   
5. Task - Work to be done or undertaken for the client (eg - i) GSTR 3B for the month of MARCH 2021 for ABC client, ii) Advance tax for Q1 for XYZ client, iii) Income Tax returns on YEARLY basis for PQR client)

The process will be -

1. Create your services (recurring or non recurring) from service page
   
2. Create client from client list page
3. Add compliance
4. Create task from task list page for the clients

*service creation - client creation - adding compliance - create task