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Portals

The people portal is for permanent and internal employees and for freelancers. The client portal is for your clients. Everyone sees only their own data. Self-billing is an optional feature for freelancers. Your office team (admins and members) works in the planner, not in a portal.

People portal

For permanent and internal employees and for freelancers. They see their own shifts, tell you when they can work, and hand in documents and hours.

  1. See open shifts, confirm an assignment, and ask for a change or cancellation on a planned shift.
  2. Share availability and request time off themselves.
  3. Upload documents. If evidence is still missing, the portal asks for it first.
  4. Submit hours after the shift.

The planner approves time off. Smart Assign then takes that time off into account.

The My shifts, Pending approval, and Available shifts tabs.

The My shifts, Pending approval, and Available shifts tabs.

The person requests time off themselves.

The person requests time off themselves.

In the document vault the person sees what was uploaded and whether it has been reviewed.

In the document vault the person sees what was uploaded and whether it has been reviewed.

Client portal

For your clients. A client sees only their own projects, shifts, and invoices, never another client's.

  1. An overview with active projects, upcoming shifts, and outstanding invoices.
  2. Request a shift themselves.
  3. See which shifts are planned and who is coming.
  4. View invoices and contracts for their own organisation.
The client's overview: active projects, upcoming shifts, and outstanding invoices.

The client's overview: active projects, upcoming shifts, and outstanding invoices.

The client requests a shift themselves.

The client requests a shift themselves.

The client sees only their own invoices.

The client sees only their own invoices.

Self-billing

An optional feature for freelancers in the people portal. When you use it, you pay a freelancer via self-billing, without a payslip.

  1. Set up the supplier profile and agreement.
  2. Only shifts on 'Ready for invoice' enter the queue.
  3. Review the draft invoice.
  4. Accept or dispute the invoice.

A shift that is only 'Verified' does not enter the self-billing queue yet. Below, an accepted self-billing invoice as the freelancer sees it.

See invoicing

An accepted self-billing invoice from a freelancer, with shifts at Wijkzorg Havenstad.

An accepted self-billing invoice from a freelancer, with shifts at Wijkzorg Havenstad.

Keep exploring

See how this works on your chain?

The demo opens in a new tab: a fictional agency, no account needed.