The Records feature allows admins to create, configure, and manage employee or company-related records within the platform. This helps centralize important information and enables the Record Agent to function properly for tracking and automation purposes.
Configuring Records (Admin Only)
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Note: If you haven’t configured the agent yet, you will see the Incomplete setup tooltip. |
- Click the kebab icon ( ⁝ ) on the Records card.
- Click Configure to set up the agent.
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