Production tools: Shift planning & management
This section will walk you through planning and managing shifts in GEST. You will learn how to create shifts and workstations, assign people to shifts, submit shifts for approval, and enable participants to book shifts via a post-fill link. You will also learn about shift tracking, capacity management, and printing and exporting shift lists.
Documents
You can use GEST to create various documents for groups of people, such as contracts, information materials, certificates, name tags or coupons. This section will cover creating document templates, utilizing placeholders based on form data, and sending documents to recipients electronically or for signature.
Personnel management
The information collected through the form is managed on the person group homepage. This section will walk you through how you can handle personal data, utilize statuses and tags, send emails and text messages, and target products to individuals or larger groups.
Follow-up
This section will walk you through using post-fill. You will learn how to ask registrants to complete or update their information, define editable fields, and send personalized post-fill links via email.
Visma Sign & electronic signatures
In this section, you will learn about Visma Sign integration and electronic signing in GEST. You will learn how to send documents for signature, manage contract filing, and track the progress of the signature process.
External communication
This section will walk you through GEST's external communication tools. You will learn how to create and manage email templates, utilize personal links to different functions, and send emails and text messages to individuals, groups, or limited target groups. You will also learn how to target communications and filter recipients in different situations.
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