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Webinars

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Virtual Fireside Chat: Addressing Employees' Hardships in the time of COVID-19

Wednesday, April 15, 2020 at 02:00 – 02:30 PM EST | 11:00 – 11:30 AM PST

With the possibility of the COVID-19 pandemic existing for the next few months, it's extending financial hardships and insecurity for a lot of employees worse than ever before. One solution that organizations can offer is an Employee Assistance Fund (EAF). This resource (also known as an Employee Crisis Fund or Employee Hardship Relief Fund) is a fund a company can set up to help employees and their families overcome financial hardships and emergencies.

Join us for a virtual fireside chat with Jim Starr, CEO of America's Charities and Dan Eardley, Senior Platform Solution Manager at SmartSimple as they talk about what EAFs are, what they're not, and some common use cases from organizations that have EAFs. This is your chance to ask questions on what you can do to help your employees cope in these trying times.

Workflows: Best Practices and Misconceptions

Tuesday, April 21, 2020 at 11:00 – 11:30 AM EST | 4:00 – 4:30 PM GMT

In this webinar, we will take a look at the SmartSimple workflow engine and review some of the common misconceptions and mistakes that people make when configuring. We'll also show some tips to make sure you don't do the same. The goal of this webinar is to provide you a better understanding of how the workflow engine works and take away some of the confusion around the purpose of the tool.

Utilizing Your Custom Fields

Tuesday, April 21, 2020 at 02:00 – 02:30 PM EST | 11:00 – 11:30 AM PST

Have you ever experienced setting up a form and realized that you wanted to add more instructions or some helpful links or maybe some questions not included in the forms that you typically use? Knowing how to work with your custom fields can give you an easy fix in these situations! In this webinar, we will explore Configuration mode and show you some best practices for managing and checking custom fields.

Exploring the Excel Parser

Wednesday, April 22, 2020 at 11:00 – 10:30 AM EST | 4:00 – 4:30 PM GMT

Is it easier for you to use Microsoft Excel for creating budgets? Did you know that you can upload a formatted Excel sheet into SmartSimple and the data will get mapped to the appropriate fields? Using the case of research grants, we will show you how you can make those happen with the SmartSimple Excel Parser.

SmartSimple Integrations: HCAI and Service Providers

Wednesday, April 22, 2020 at 02:00 – 02:30 PM EST | 11:00 – 11:30 AM PST

SmartSimple has a powerful integration with HCAI and service providers for insurers and independent medical examiners. In this webinar, we will show you how this integration looks like and the functionalities that it provides to make your work easier.

Ch-Ch-Ch-Changes: Handling Changing Application Form

Thursday, April 23 at 11:00 – 11:30 AM EST | 04:00 – 04:30 PM GMT

When your application forms require changes on a regular basis, it can be difficult to know the best method for keeping up. In this webinar we'll go through some examples of how to manage your fields using: type selection, field categories, question set builder and versioning tools.

Managing Your Security Matrices

Thursday, April 23, 2020 at 02:00 – 02:30 PM EST | 11:00 – 11:30 AM PST

As a system admin, it's ideal to be very efficient accurate with specifiying which staff can view, edit, assign, delete or look up different records. In this webinar, we will explore the Security Matrix which allows you to define how users can interact with different records based on the way that they need to interact with data. We will also be taking a look at a separate security matrix for organizations, contacts, UTA records and custom fields.

Effective Goals Tracking within SmartSimple

Friday, April 24, 2020 at 11:00 – 11:30 AM EST | 04:00 – 04:30 PM GMT

Discover how SmartSimple created a Goals Tracking mechanism that is designed to assist in reporting and aggregating data across your activities in the system. In this webinar, you will learn how SmartSimple created the framework for organizations that want to track their grants, volunteering, and/or employee giving against the UN's Sustainable Development Goals (SDGs).

The use case for this webinar revolves around the SDGs and corporate social responsibility. However, like most things in SmartSimple, the framework is flexible for you to track activity against any goal structure.

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