Getting Started with Probiz
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Create your password using the link sent in your startup email. Here is a How to Video: After you create your credentials, Download the IOS or Android App and login. Use this password for the Probiz Portal here as well.
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Allow 3rd Party Access by having your Operator Login to CFA Home here and following this video. This allows Probiz to sync up your employee data nightly via Payroll.
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Set Employee Permissionshere. Here is a How to Video: Setup your Probiz Admins so they can edit and set employee permissions for each Probiz Module.
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Send Employee invitesby clicking here. Here is a How to Video: This invites your employees to use HR and Messaging by sending them a getting started with Probiz email telling them how to setup their password and download links.
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Setup Notification Groupshere. Here is a How to Video: This allows you to create groups to receive notifications from different Probiz Modules like HR, Messaging and Cooler Alerts.
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Setup your Payment Methodhere. Here is a How to Video: This is where you setup your payment and signup for new modules from Probiz.
As Module Requirements above are completed the modules ready to use will be clickable below:
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Training Videos