Getting Started with Go1Pay
Welcome to Go1Pay! This guide will help you navigate the platform, make learning requests, and manage approvals and payments. Whether you’re an employee using your learning budget or a manager overseeing requests, this walkthrough will cover everything you need to know.
Watch the Go1Pay User Walkthrough Video:
Go1Pay is designed to help employees utilize their learning budget effectively and for managers to manage and approve learning requests. The platform features an activity feed and a comprehensive dashboard with seven tabs to track various aspects of learning requests.
Activity Feed
The activity feed showcases what your colleagues are learning, providing inspiration and potential conversation starters.
Dashboard Layout
The Go1Pay dashboard is your central hub for managing learning requests. It includes seven tabs:
Approved: Track your approved requests to stay organized and plan ahead.
Pending Approvals: Keep track of your pending requests and see which ones are waiting for manager approval.
Awaiting Your Approval: If you’re a manager, use this tab to review and approve learning requests submitted by your team members.
Subscriptions: Manage subscription-based learning resources.
Pending Invoices: View requests that have been paid and upload the corresponding invoices to complete the process.
Completed: View all completed learning requests.
All: See all requests in one place for a comprehensive overview.
Creating and Managing Requests
To submit a new learning request:
Click the New Request button.
Paste the URL of the learning resource.
Input the total cost of the resource.
Mark the request as private or public.
For more detailed instructions, please refer to our article: How to Create a Request in Go1Pay.
Note:
Private Requests: Only you and your manager can see these requests.
Public Requests: These requests will appear on the activity feed and can be seen by your colleagues
Subscriptions
For subscription-based learning resources, mark the order as a subscription. Once approved, the request will be automatically generated and approved at each renewal cycle
Auto-Approval
Requests may be auto-approved if the amount is within the user’s approval threshold, which is determined by the administrator.
Payment and Verification Process
Payment
Once a request is approved, proceed with the payment by clicking Show Card Details. You will need to input your phone number to receive verification codes for additional security.
Verification
Verification may include a code sent to your phone and a card password, which is updated every time card details are hidden.
Uploading Invoices
The final step is to upload the invoice for your approved request. Click the Upload Invoice button on the dashboard to complete this process. Make sure to have the invoice ready, whether you received it via email or downloaded it from the provider’s website.
We hope this guide helps you navigate the Go1Pay with ease. Happy learning!