Help Center
Step-by-step product manuals for admins and operators: setup, planning depth, invoicing, reports, settings, portals, and master data.
Workspace setup
Setup: Quick Setup, personal setup for invited people, and Full Setup with master data.
- 01Open
Getting started
Choose Quick Setup, Personal (Resource or Client), or Full Setup, and walk the short paths end to end.
- 02Open
Company basics in Full Setup
Complete profile, company info, Workflow Settings, and localization in the wizard.
- 03Open
Logo and team
Add your company logo and invite colleagues during Full Setup.
- 04Open
Industries and services
Pick industries first, then define the services (dienstverleningen) you deliver.
- 05Open
Clients, locations, and projects in setup
Load commercial structure in Full Setup: clients, then locations and projects.
- 06Open
People and finish setup
Add people (resources), complete Full Setup, and land on Overview.
Day-to-day planning
Shifts, people, clients, qualifications, rates, invoicing, and reports.
- 01Open
Planning the first shift
Create a shift, assign someone, and move toward approval.
- 02Open
People and availability
Add people (or other capacity) and set weekly availability planners can trust.
- 03Open
Managing time off
Record absences so coverage does not assume false capacity.
- 04Open
Clients, locations, and projects
Structure where and for whom you deliver before you scale shifts.
- 05Open
Qualifications and assignment
Capture service and people requirements for better assignment.
- 06Open
Rates: the rate that applied that day
Change rates without rewriting history: close periods and open new ones.
- 07Open
Approving work and invoicing
Mark completed shifts as approved, then create invoice documents.
Planning in depth
Overview queues, the Shifts board and views, create and assign, status confirmations, breaks, and approve hours through to the Invoice Queue.
- 01Open
Overview: what needs your attention
Start on Overview: see which shifts need action, then jump in one click to the right Shifts tab.
- 02Open
Shifts board and views
Learn the four Shifts tabs, client/project filters, and switching between list and calendar (day/week/month).
- 03Open
Create and assign shifts
Create shifts (table or modal, including overnight), assign manually, or use Smart Assign from availability and requirements.
- 04Open
Status confirmations
Confirm or refuse assignments, handle change requests, and get work to Scheduled.
- 05Open
Breaks on shifts
See the project break policy, register unpaid breaks on create and at verification, and know what belongs under Company (ORT schemes).
- 06Open
Approve hours and the Invoice Queue
Approve completed hours, then send them to the Invoice Queue as Ready for invoicing.
Workspace settings
Settings hub, users and roles, appearance and localization, security and notifications, plus data, import, and billing when available.
- 01Open
Settings hub
Open /settings as your control center: three sections of cards, only what your permissions allow: then drill into users, security, appearance, and more.
- 02Open
Users and roles
From Settings → User Management: list people, switch Users/Roles tabs, and change someone’s organizational role on the edit page.
- 03Open
Appearance and localization
Tune how the app looks (Appearance) and how dates, times, numbers, and currency display (Localization): personal settings that apply immediately.
- 04Open
Security, sessions, and notifications
Protect your account (password, email, MFA), review where you are signed in, and choose which notifications you get and how: three personal Settings pages.
- 05Open
Data, import, and billing
When your role and mode show the cards: retain/backup/export data, bulk-import CSV, and manage Billing & Subscription: without inventing payment product depth.
People portal
Portal home, My Shifts and confirmations, availability and time off, and the document vault, for invited people.
- 01Open
People portal home
Land on /resource-portal: hours and shift stats, upcoming work, an out-of-office banner when relevant, and clear paths into My Shifts and the document vault.
- 02Open
My Shifts in the people portal
Your shift hub: My Shifts, Available Shifts, and Verify / Disputes: list or calendar, apply for open work, confirm or refuse assignments, and subscribe via iCal.
- 03Open
Availability and time off from the portal
From the Resource sidebar, keep Weekly Availability and Out of Office current so planners do not assign against false capacity.
- 04Open
Document vault
Upload and track qualification documents from the people portal: status badges, replace a file, and wait for planner verification.
Client portal
Client overview, requesting and reviewing shifts, plus invoicing and contracts for invited client contacts.
- 01Open
Client portal home
Land on the Client Dashboard: welcome, project and shift stats, Active Projects, Upcoming Shifts or Recent Invoices, and clear paths into Request Shift, Shifts, and billing.
- 02Open
Shifts from the client portal
Open client-scoped Shifts, request new coverage (Request Shift / Request a New Shift), and track My shift requests you submitted.
- 03Open
Invoicing and contracts for clients
From the Client finance nav, open Invoicing Management and Contracts scoped to your organization: review billing, do not run the agency generate flow.
Invoicing
Invoice hub, generate from approved hours, view documents, and email or export PDF/UBL.
- 01Open
Invoicing hub
Open Invoicing Management: KPI cards, Filters, the invoice list, and the Generate Invoice path into agency finance.
- 02Open
Generate and preview invoices
From Generate New Invoice, set period, client, and project, Fetch Invoice Data from Ready for invoicing shifts, review Generated Line Items, then Preview and Save.
- 03Open
View invoice and documents
Open View Invoice for one record: Invoice Summary, Invoice Items, and Documents tabs (Invoice / Details / UBL XML): then Download, Edit, or return to the list for email.
- 04Open
Email and export invoices
From Invoicing Management, open Email Invoice Documents (Compose / Preview), use Email Selected for bulk, and Export PDF / Detailed PDF / UBL: without sending on capture.
Reports
Reports hub, operations and people reports, plus finance and setup health.
- 01Open
Reports hub
Open Reports: set a shared date range, browse Operations / Workforce / Finance / Data quality cards, star Favorites, and Open a report with your period.
- 02Open
Operations reports
Walk Shift analytics, Coverage & fill rate, and Exceptions & quality: KPIs, trends, and Export chrome: with Hours per month soft-linked as a sibling.
- 03Open
Workforce reports
Open Workforce capacity and the Out-of-office report to read utilization, demand vs supply, and who is away: before you over-promise staffing.
- 04Open
Finance and setup reports
Open Invoicing & collections, Freelance margin, and Setup health: aging and revenue, freelance profitability, and missing rates/availability blockers.
People, clients & company
Maintain people, clients, and company records after setup: list, view, create, and edit in the live product.
People
Maintain people records: list, view, create, edit, rates, and qualifications.
- 01Open
Resources: list, view, create, edit
Use the Business → Resources hub to find people, open their detail, add someone new, and keep profiles current.
- 02Open
Resource rates
Open Business → Resources → Rates to maintain what you pay each person. Invoicing uses the rate that applied that day.
- 03Open
Resource qualifications
Open Business → Resources → Qualifications to assign qualifications to a person so planning and Smart Assign can match them to the right work.
Clients
Maintain clients, locations, projects, contracts, rates, and qualifications.
- 01Open
Clients: list, view, create, edit
Use Business → Clients to find customers, open their detail page, add a new client, and keep commercial identity current.
- 02Open
Client locations
Maintain work sites under Business → Clients → Locations: list, view, create, and edit addresses planners use on shifts.
- 03Open
Client projects
Group delivery under a client with Business → Clients → Projects: list, view, create, and edit projects shifts attach to.
- 04Open
Client contracts
Keep billing agreements under Business → Clients → Contracts: list, view, create, and edit contracts invoicing can rely on.
- 05Open
Client rates
Open Business → Clients → Rates to maintain what you charge each customer. Invoicing uses the rate that applied that day.
- 06Open
Client qualifications
Open Business → Clients → Qualifications to assign requirements to a customer so planning can match the right people and services.
Company
Company profile, industries, ORT (irregular-hours premium), services, and team.
- 01Open
Company hub and profile
Use Business → Company as the tenant control center, then Profile tabs for information, billing, logo, and workflow preferences.
- 02Open
Industries
Choose which industries your company serves, then open an industry to see linked services, clients, resources, and irregularity types. There is no separate New industry page.
- 03Open
ORT (irregular-hours premium)
Define overtime, night, and other rate multipliers per industry, then link them to services so invoices calculate premium hours correctly.
- 04Open
Services
Maintain the catalog of what you sell: name, industry, rate, and description. Set up clients and requirements quickly when you need a faster start.
- 05Open
Team
See who has access to your company, invite new members by email and role, and open member edit in Settings when you need to change an existing user.