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Employee Portal
  • Home OUR STRUCTURE Mission & Values Playbook 2025 QCON & QBR Calendar Staff Directory Organizational Chart Human Resources Employee Handbook Health Benefits RRSP Plan QCon Process - Employee QCon Process - Manager Stat Holiday Calendar Humi HR & Time Off Payroll Site General Info Business Info EFT & E-Transfer Info Facility & Supplies Brand & Logo Guidelines Z Drive Cheat Sheet Corporate Travel Rates
  • COMPUTERS & PHONES Computer Support IT Escalation Process Remote Desktop Access Online Email Access Share Files Outside DyTerra Opening Portal Docs Email on Smartphones Desk Phone Guides WiFi Teams Cheat Sheet Teams How-to Computer Tips Branch Printer Info OUTLOOK Add a Calendar Tasks & Inbox Powerpoint Tasks & Meetings Cheat Sheet Out of Office Settings PROCEDURES Admin Processes Service Doc & Binder Guide Management GP Processes Accounting Processes PST Allocations Lean Cheat Sheets 5S Colour Chart Lean Lingo
  • Procedures Best Practices - Service Manager Lifecycle - Sales to Service Service Doc & Binder Guide Service Workflow Daily Huddle Pressure Piping System Materials Specs SOPs Acronym Buster Meter Administration Process Laser Cut Parts-Engineering Flange Bolt Torques Equipment Decal Guidelines Pump Internal Relief Valve Testing Steel Inventory Threaded Piping Tips for Taking Photos - Onsite General Info Service rate sheets Service Warranty MicroCote Quality Control SEST Mission Statement Fleet Info Technical Alerts Technician Forms
  • Incident Response Plan MB Urgent Care Wait Times SK Walk-In Clinic Wait Times Safety Mission Statement safety committee Safety Program Safety Manual Safe Work Practices Forms: When to Use Them Legislation
  • Procedures GP Processes (P&E) Warehouse Processes GP Processes (Purchasing) In-House Decal Requests Payment & Return Policies Diversco Calls troubleshooting & Diagrams Meter Diagrams NH3 Application Pumps Diagrams Catalogues 2024 Precision Ag Catalogue 2022 NH3 Catalogue Liquid Parts & Equipment Granular Parts & Equipment Propane Parts Vendor Catalogues Certificate of Compliance Emergency Discharge Control - AIr Emergency Discharge Control - Electric
  • Sales Materials Sell Sheets/Brochures Service Rate Sheets Procedures Sales Team Procedure Quote Templates - GP Project Lifecycle - Sales to service Sales Call-out Process Prepping for a Sales Call & Script Whole Goods Quote Process Tank & Wagon Rental Process Whole Goods - Deposit & Contract
Employee Portal
  • Company/
    • Home
    • OUR STRUCTURE
    • Mission & Values
    • Playbook 2025
    • QCON & QBR Calendar
    • Staff Directory
    • Organizational Chart
    • Human Resources
    • Employee Handbook
    • Health Benefits
    • RRSP Plan
    • QCon Process - Employee
    • QCon Process - Manager
    • Stat Holiday Calendar
    • Humi HR & Time Off
    • Payroll Site
    • General Info
    • Business Info
    • EFT & E-Transfer Info
    • Facility & Supplies
    • Brand & Logo Guidelines
    • Z Drive Cheat Sheet
    • Corporate Travel Rates
  • OFFICE/
    • COMPUTERS & PHONES
    • Computer Support
    • IT Escalation Process
    • Remote Desktop Access
    • Online Email Access
    • Share Files Outside DyTerra
    • Opening Portal Docs
    • Email on Smartphones
    • Desk Phone Guides
    • WiFi
    • Teams Cheat Sheet
    • Teams How-to
    • Computer Tips
    • Branch Printer Info
    • OUTLOOK
    • Add a Calendar
    • Tasks & Inbox Powerpoint
    • Tasks & Meetings Cheat Sheet
    • Out of Office Settings
    • PROCEDURES
    • Admin Processes
    • Service Doc & Binder Guide
    • Management GP Processes
    • Accounting Processes
    • PST Allocations
    • Lean
    • Cheat Sheets
    • 5S Colour Chart
    • Lean Lingo
  • Service/
    • Procedures
    • Best Practices - Service Manager
    • Lifecycle - Sales to Service
    • Service Doc & Binder Guide
    • Service Workflow
    • Daily Huddle
    • Pressure Piping System Materials Specs
    • SOPs
    • Acronym Buster
    • Meter Administration Process
    • Laser Cut Parts-Engineering
    • Flange Bolt Torques
    • Equipment Decal Guidelines
    • Pump Internal Relief Valve Testing
    • Steel Inventory
    • Threaded Piping
    • Tips for Taking Photos - Onsite
    • General Info
    • Service rate sheets
    • Service Warranty
    • MicroCote
    • Quality Control
    • SEST Mission Statement
    • Fleet Info
    • Technical Alerts
    • Technician Forms
  • Safety/
    • Incident Response Plan
    • MB Urgent Care Wait Times
    • SK Walk-In Clinic Wait Times
    • Safety Mission Statement
    • safety committee
    • Safety Program
    • Safety Manual
    • Safe Work Practices
    • Forms: When to Use Them
    • Legislation
  • PARTS & WAREHOUSE/
    • Procedures
    • GP Processes (P&E)
    • Warehouse Processes
    • GP Processes (Purchasing)
    • In-House Decal Requests
    • Payment & Return Policies
    • Diversco Calls
    • troubleshooting & Diagrams
    • Meter Diagrams
    • NH3 Application
    • Pumps Diagrams
    • Catalogues
    • 2024 Precision Ag Catalogue
    • 2022 NH3 Catalogue
    • Liquid Parts & Equipment
    • Granular Parts & Equipment
    • Propane Parts
    • Vendor Catalogues
    • Certificate of Compliance
    • Emergency Discharge Control - AIr
    • Emergency Discharge Control - Electric
  • SALES/
    • Sales Materials
    • Sell Sheets/Brochures
    • Service Rate Sheets
    • Procedures
    • Sales Team Procedure
    • Quote Templates - GP
    • Project Lifecycle - Sales to service
    • Sales Call-out Process
    • Prepping for a Sales Call & Script
    • Whole Goods Quote Process
    • Tank & Wagon Rental Process
    • Whole Goods - Deposit & Contract
Banner_Metal.jpg
Employee Portal

Admin Processes

Employee Portal
  • Company/
    • Home
    • OUR STRUCTURE
    • Mission & Values
    • Playbook 2025
    • QCON & QBR Calendar
    • Staff Directory
    • Organizational Chart
    • Human Resources
    • Employee Handbook
    • Health Benefits
    • RRSP Plan
    • QCon Process - Employee
    • QCon Process - Manager
    • Stat Holiday Calendar
    • Humi HR & Time Off
    • Payroll Site
    • General Info
    • Business Info
    • EFT & E-Transfer Info
    • Facility & Supplies
    • Brand & Logo Guidelines
    • Z Drive Cheat Sheet
    • Corporate Travel Rates
  • OFFICE/
    • COMPUTERS & PHONES
    • Computer Support
    • IT Escalation Process
    • Remote Desktop Access
    • Online Email Access
    • Share Files Outside DyTerra
    • Opening Portal Docs
    • Email on Smartphones
    • Desk Phone Guides
    • WiFi
    • Teams Cheat Sheet
    • Teams How-to
    • Computer Tips
    • Branch Printer Info
    • OUTLOOK
    • Add a Calendar
    • Tasks & Inbox Powerpoint
    • Tasks & Meetings Cheat Sheet
    • Out of Office Settings
    • PROCEDURES
    • Admin Processes
    • Service Doc & Binder Guide
    • Management GP Processes
    • Accounting Processes
    • PST Allocations
    • Lean
    • Cheat Sheets
    • 5S Colour Chart
    • Lean Lingo
  • Service/
    • Procedures
    • Best Practices - Service Manager
    • Lifecycle - Sales to Service
    • Service Doc & Binder Guide
    • Service Workflow
    • Daily Huddle
    • Pressure Piping System Materials Specs
    • SOPs
    • Acronym Buster
    • Meter Administration Process
    • Laser Cut Parts-Engineering
    • Flange Bolt Torques
    • Equipment Decal Guidelines
    • Pump Internal Relief Valve Testing
    • Steel Inventory
    • Threaded Piping
    • Tips for Taking Photos - Onsite
    • General Info
    • Service rate sheets
    • Service Warranty
    • MicroCote
    • Quality Control
    • SEST Mission Statement
    • Fleet Info
    • Technical Alerts
    • Technician Forms
  • Safety/
    • Incident Response Plan
    • MB Urgent Care Wait Times
    • SK Walk-In Clinic Wait Times
    • Safety Mission Statement
    • safety committee
    • Safety Program
    • Safety Manual
    • Safe Work Practices
    • Forms: When to Use Them
    • Legislation
  • PARTS & WAREHOUSE/
    • Procedures
    • GP Processes (P&E)
    • Warehouse Processes
    • GP Processes (Purchasing)
    • In-House Decal Requests
    • Payment & Return Policies
    • Diversco Calls
    • troubleshooting & Diagrams
    • Meter Diagrams
    • NH3 Application
    • Pumps Diagrams
    • Catalogues
    • 2024 Precision Ag Catalogue
    • 2022 NH3 Catalogue
    • Liquid Parts & Equipment
    • Granular Parts & Equipment
    • Propane Parts
    • Vendor Catalogues
    • Certificate of Compliance
    • Emergency Discharge Control - AIr
    • Emergency Discharge Control - Electric
  • SALES/
    • Sales Materials
    • Sell Sheets/Brochures
    • Service Rate Sheets
    • Procedures
    • Sales Team Procedure
    • Quote Templates - GP
    • Project Lifecycle - Sales to service
    • Sales Call-out Process
    • Prepping for a Sales Call & Script
    • Whole Goods Quote Process
    • Tank & Wagon Rental Process
    • Whole Goods - Deposit & Contract

GP PROCESSES

  • Open a Service Call

  • Draft a Service Invoice

  • Create Final Service Invoice

  • Deposit Invoice

  • Progress & Final Invoice

  • Tank & Wagon Invoicing

  • Trailing Costs

  • Credit Memos

  • Add Parts to a Service Call

  • Return Items from Service Call

  • Create PO for Service Call

  • Receive a Service PO

  • Create One-time-Use Part Numbers

  • Enter Payables

  • Timesheet Entry

  • Service Call Time Report

  • Enter Time - Specialized Labour

  • Move Service Call to Different Customer

  • Create a Project Smartlist

  • Create a Smartlist

OTHER ADMIN PROCESSES

  • Best Practices - Branch Administrator

  • QC Administration - See Process Checklist at Z / Forms & Templates / Service

  • Record Retention

  • Holman PO Process for Superior Propane

  • Meter Administration Process

  • Tank Rental Process - Admin

  • Annual Proactive Inspections

  • NAS Invoicing Contracts
 

Questions, comments or suggestions about this Portal? Let Syrah know.

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