Knowledge Base

access level all users (full access) module system wide resource janus is our proprietary crm tailored specifically for peos and payroll companies this comprehensive platform seamlessly manages customer acquisition and essential back office operations, including onboarding, enrollments, financing, and payroll processing our objective is to empower peos with everything the 21st century has to offer the guides available in this documentation will help you achieve just that 📌 tip read this introductory page before navigating to any article to get the most out of our knowledge base using the kb our knowledge base provides various tools to help you efficiently get the answers you need this includes, but isn't limited to ai powered search questions and answers providing feedback ai search our knowledge base contains various articles on the different capabilities present throughout januscrm we've done our best to create digestible and informative articles we recommend that you use the ai search capability found at the top of the page to get quick answers to any burning questions 🚀 quick action use (ctrl + k) on windows or (⌘ + k) on mac to quickly summon the ai search dialog asking questions if there is anything that isn't clear or available in our documentation, we recommend using our questions and answers feature this capability is available at the bottom of all pages once you post your question, our team will reply as soon as possible ⚠️ warning you may need to verify your email address to be notified of any answers to your questions no account is required you can also receive responses from our ai agent and other users that leverage the januscrm platform providing feedback feedback is the best way for you to help us improve our products, including the knowledge base that you are reading now you can find the feedback controls at the bottom of any article we highly encourage you to provide written feedback on how you feel we could improve our documentation ✅ success we highly appreciate and consider all user feedback; it's the only way to continue providing excellent service getting started 📌 tip to help you get oriented with januscrm , we recommend starting with our introduction into januscrm for a complete overview of the platform's capabilities modules learn about the individual modules that power januscrm core modules payroll dashboard manage weekly payroll processing leads track prospects and customers data dashboard process customer requests supporting modules enrollment dashboard onboard new customers underwriting assess customer risk reports generate departmental analytics popular guides here are some of our most frequently accessed guides payroll card overview learn how to manage individual payroll records processing tab understand the core payroll processing workflow ach/bank authorization process guide to setting up ach payments client view of payroll finalized documents see what customers experience navigation tips finding information quickly use ai search best for specific questions browse by module when exploring features check popular guides for common tasks review glossary for terminology understanding article structure each article includes access level required permissions module where to find the feature visual cues important information markers troubleshooting common issues and solutions next steps related articles system requirements for best experience with januscrm browser chrome (recommended), safari, firefox screen resolution 1280x720 minimum internet stable broadband connection javascript must be enabled getting help self service resources ai search instant answers glossary term definitions faqs common questions video tutorials visual guides support options questions & answers community support it help desk technical issues team lead process questions manager permission requests 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels