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Invite a new user to HelpOne and assign the correct permissions.
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Create and assign tasks or follow-ups in HelpOne.
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Last Updated: 08/15/2026
in Contacts & OrganizationsLink a contact to an organization or company in HelpOne.
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Last Updated: 09/02/2026
in HR & Staff Request time off Go to HR or Time Off. Click Request Time Off. Choose the type (vacation, sick, personal), dates, and any notes. Submit. Approve time off Managers and administrators see pending requests on the dashboard or in HR. Open the ...
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Last Updated: 09/02/2026
in Policies & Procedures Steps Open the policy or chapter. Choose Submit for Approval (or the equivalent workflow action). Select the reviewer if prompted. Save. Once approved, the current version is what staff and volunteers see. Older versions remain in history. ...
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Last Updated: 09/02/2026
in Policies & Procedures Policy books in HelpOne are living documents. Chapters stay together, and you can export a current PDF when you need a snapshot. Steps Go to Policies & Procedures. Click New Policy Book (or New Policy). Add a title, who it applies to, and the f...
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Last Updated: 09/02/2026
in Training Steps Go to Training. Click New Assignment (or Assign Training). Choose the course or item, who it is assigned to (a person, role, or group), and the due date. Save. Assigned people can complete training from their portal. Progress shows on t...
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Last Updated: 09/02/2026
in Training Steps Open the training assignment. Choose Send Reminder, or turn on automatic reminders when you create the assignment. Confirm the audience (everyone overdue, or a specific person). Tip: Automatic reminders save follow-up time. Manual remind...
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Last Updated: 08/15/2026
in Calendar & SchedulingUse the HelpOne calendar to view and manage events and deadlines.
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Last Updated: 08/15/2026
in IT Assets & EquipmentAdd and manage vendors in HelpOne.
