1. List of coworkers

The following elements are available in the view:

• New coworker button to add a coworker
• filters,
• list of added coworkers.

• avatar, name, last name,
• position, type of contract,
• contact details: phone number and email address,
• status.

2. Adding a coworker

To add a new coworker select the New coworker button.

You can create a profile of a completely new coworker.

Or you can select Add from an existing candidate button. In the form, you can fill in the following details:

• first name and last name. In the case of adding from an already existing profile, select it from the selection list. Data common for both profiles will be copied,
• upload an avatar – the default one consists of the record’s initials,
• basic data:
• status – a dedicated set of statuses is prepared for the coworkers, you can add more options.

• salary,
• position,
• position description,
• hourly rate (field is available for administrators and users with rate management rights enabled).

Tags:

• main skills (max 3),
• skills,
• type of contract,
• start and end date of the contract,
• the latest change in working conditions,

Contact details:

• email addresses and telephone numbers,
• links to social profiles.

3. Link to candidate profile

A candidate can be converted into a coworker. To do this, przejdź do listy kandydatów w Narzędziach HR i select the Add as a coworker button in the list or in the candidate details. Information about connecting the coworker and candidate will be displayed in the coworker’s details section in the details window.

Clicking on the candidate’s name will redirect you to the candidate’s profile.

4. Connecting with the user

A new coworker can be added as an application user. This can be done in 3 ways:

1. Way:

At the level of adding a new coworker, you can also add a coworker as a user of the system. To do this, tick the checkbox Save and add user, and select the user role. The role selection is mandatory.

After creating a coworker’s profile, an invitation to the system will be sent to the user’s email address provided in the form.

2. Way:

From the Details, you can link her/him to an existing user. To do this, select  Connect to user button.

A modal window will appear with a user selection box. After confirmation, the coworker will be connected to the user profile.

3. Way:

Users in the system can be linked to their corresponding coworker profile. This can be done in the user configuration by:

• ˛ő±đ±ô±đł¦łŮľ±˛Ô˛µĚý Add as coworker button if the profile does not already exist. Selecting the option will initiate the display of the form coworker.
• selecting the link to the coworker button if the profile already exists. A modal window will be displayed and a modal box will appear, with an option to select a name for the coworker.

If you have connected a user to a coworker, a symbolic green icon will appear next to their avatar.

This option is available only to administrators and users with enabled access to manage subordinate role users. In the latter case, new users can be added only to the role indicated as a subordinate.

5. Disconnecting from user

At any time you can disconnect the coworker profile from the user. In order to do that select the Disconnect with user button.

Once approved, the profiles will be disconnected. Both coworkers’ and users’ profiles remain in the system.

6. Coworker project overview

7. Coworker Timesheet overview

The following widgets are available from this place:

• to do,
• scheduled meetings,
• my meetings,
• submissions
• my notes,
• awarded collaborators,
• Upcoming payments-invoices,
• Upcoming payments- expenses,
• favorite projects,
• favorite HR profiles,
• favorite contacts,
• favorite candidates,

The availability of widgets depends on the user’s privileges. The visibility of widgets can be changed in the Organization Settings/Preferences/Desktop/Desktop Widgets tab. Simply toggle the switch to active/inactive.

Step 1.

Available buttons

Step 1.

2.Description of example widgets

Issues

Upcoming users are displayed on the dashboard. Depending on the user permissions, in this section he will see his own issues, those of a group of users or those of your organisation.

To do

From here, the user can find a To do list.He can add his own items in the To do list or generate them from the existing issues. Items on the list can be moved by using drag&drop. The list displays the following items:

• a checkbox which allows marking something as done,
• the content of the task,
• deadline/button enabling to set a deadline,
• priority/button enabling to indicate the priority,
• button to delete the task.

Adding and editing a task

To add an item, you have to click the Plus button in the box header. In the first place of the list, a text field will be displayed, where you can fill in the content of the task.

Marking an issue as done and reopening it

Clicking on the checkbox next to an item generates a Mark as executed. After that, an item disappears from the list.

To display the completed tasks, you have to activate the show finished switch. When you change the status of the switch, previously completed items will be displayed in the checkbox with checked and crossed-out content. The user can reopen the task by clicking on the checkbox.issue to an item to do You can make an issue appear in the To-do list from different places of the system. When creating an issue, the option Generate to do is available.

Example 1.

The issue subject and date, if it’s completed, are copied into the item. The content of the item in the to do contains a link to the full submission – clicking on the link, displays a task panel. Updating the date of a to do can only be done from within the details of this submission.

Example 1.

To do with the payment reminders

In the to do configuration (configuration/preferences/to do) you can enable automatic reminders about payment deadlines. To enable the function, turn on the switch to do with a reminder about an upcoming payment deadline for revenue and define when reminders should appear on your desktop.

When this setting is enabled, a reminder task about the invoice payment will be displayed.The payment reminder is integrated with the revenue status. Submitting the payment for the invoice marks the task as completed.

My scribbles

In the next section, you will find a text editor for a personal scribbles. The content in the editor is automatically saved and remains in the editor until it is deleted by the user (by deleting the entered text an/or overwriting it with new content).

Favorite projects/Favorite HR profiles

Here you can see a list of projects and HR profiles marked with an asterisk as favorites.

6. Overdue payments

This section displays a list of upcoming and overdue payments for expenses and revenues.

• product/service name – you can select an existing one or add a new one. If you activate the checkbox named save new products, the new records will be automatically saved in the Products module,
• quantity,
• unit,
• unit price net,
• tax – you can choose it from the list. If your account doesn’t already have added the tax rate, you have to select it in the configuration (Configuration/Preferences/Sale/Taxes). Defining the tax rate isn’t mandatory for the offer. To hide this area, you have to turn off the option with tax in the settings,
• total amount – the fixed amount which is the calculated value for the item taking into account the quantity, discount and tax.

The fields above are set as default for the document. You can also display extra settings:

• description,
• percentage discount,
• tax value

You can display the additional option by selecting them from the list which is hidden under the cogwheel icon. Next to each line, you can find a button to delete the indicated line. Deleting the line only makes it clear.

2. Summary

You can add a new offer by clicking the New offer button. The form consists of the following parts.

Header

You have to choose

• offer name- default name is called The offer,
• offer description,
• offer number – selecting this is mandatory

Customer details

It is possible to select a contractor from the list or to add a new one. In this section, there is a customer selection area and a button to add a new contractor. After selecting it, the following data is displayed:

• contractor’s name,
• billing address,
• Tax Identification Number and Company Identification Number.

You can complete the missing details by clicking the “edit” button. A window will be displayed with a form to complete the missing information.

Dates

• post date- the current date is selected by default. You can change it..
• due date (optional)


Settings

• language
• currency

Items can be converted to a currency other than the bank account’s main currency. To do this, select the currency to do this, in the currency selection field select the currency you want the value to be converted into You can either use the automatic currency conversion (the rate according to the European Central Bank) or enter it by yourself. If the system cannot download the exchange rate automatically, the download button is not displayed.



You can see that the currency for individual items doesn’t change. The values for the main currency and for the converted currency are available in the item’s summary.

2. Content of the offer

Here you will find a text editor, where you can include a verbal description of the offer or, for example, draw tables.



Items

This part of the form contains the following information:

• product/service name – you can select an existing one or add a new one. If you activate the checkbox named save new products, the new records will be automatically saved in the Products module,
• quantity,
• unit,
• unit price net,
• tax – you can choose it from the list. If your account doesn’t already have added the tax rate, you have to select it in the configuration (Configuration/Preferences/Sale/Taxes). Defining the tax rate isn’t mandatory for the offer. To hide this area, you have to turn off the option with tax in the settings,
• total amount – the fixed amount which is the calculated value for the item taking into account the quantity, discount and tax.


The fields above are set as default for the document. You can also display extra settings:

• description,
• percentage discount,
• tax value

Summary

Below the line you can find a summary of the offers’s items including:

• gross amount
• net amount
• tax value – the calculated value of each tax used on the offer. Includes also the tax’s name and indicated rate amount due

Additional options

After creating an offer, you will be shown additional options like:

• copying the offer,
• printing the offer,
• sending an e-mail with an attachment,
• creating an invoice or bill from the offer.
]]> /create-an-offer/feed 0 /add-products /add-products#respond Wed, 17 Mar 2021 11:47:20 +0000 /?p=10867 1. Adding a product Adding a new item to the list is done by using the button called New product/service. The form consists of the following areas:
• product/service name (mandatory),
• description,
• product code,
• unit,
• net price,
• tax rate,
• gross.

Step 1.



Step 2.



Additionally, you can find an inventory tracking option.

2. Stock availability

To enable stock tracking for a product, you must click on the Add stock tracking link. Areas to enter will be displayed below:
• a button to deactivate the tracking: Remove stock tracking,
• a button to add more new quantities of a product,
• low stock availability.
Stock availability is tracked according to the sales invoices. ]]> /add-products/feed 0 /product-list /product-list#respond Wed, 17 Mar 2021 11:46:23 +0000 /?p=10866 1. List of products

In this part, you can define your standard products or services which you usually sell or provide.

Previously defined products or services are displayed as a list which contains:

• product/service name,
• product code,
• unit,
• gross/net price,
• tax(es) linked to the item,
• information about the availability and a link to add stock quantity (possible only for products, where availability tracking is enabled; you can also choose a negative number).

A list is sorted by default in the alphabetical order, filtered by the name. You can also search for a product or service by its name, price and stock.

]]> /product-list/feed 0 /clause-modules /clause-modules#respond Wed, 17 Mar 2021 11:29:28 +0000 /?p=10850 Clauses in the modules

1. Adding a clause

In the details of Contact/Candidate go to Clauses and select New clause. Next, you can choose:

• • clause template,
  • starting date of the template’s validity,
  • channel to which the consent/clause has been given.

By selecting Send email, you send the content directly to the candidate’s email, to the email address that was filled out in the candidate’s profile (if it wasn’t previously filled out, you can do it now – the email will be saved in the details).



List of the clauses

Information displayed on the list of added clauses includes:

• clause name,
• validity period,
• communication way,
• marked by,
• active/inactive
]]> /clause-modules/feed 0 /clause-template-configuration /clause-template-configuration#respond Wed, 17 Mar 2021 11:26:55 +0000 /?p=10846 Configuring a template You can configure a template by going to: configuration/preferences/clauses Step 2.

1. List of templates

From the list of templates you, activate a button named New clause template. Here, you gain access to the list of previously added templates. The list is divided into:
• Clause templates
• Archived clause templates
Details such as clause name, type, agreement expiration and time are displayed on the list.

2. Adding a clause template

If you want to add or create a new template fill in The name of the clause and choose to:
1. Consent to the processing of personal details,
2. Consent as a part of the current recruitment – available for the candidate module only. It is valid throughout each recruitment process,
3. Consent on the future recruitment – available for the candidate module only,
4. Email subject – you can send the clause directly to the candidate or a person from their email contact book. This is why it’s required to fill in the title of the email,
5. Share the content of the clause,
6. Validate the period of the clause – you have to determine the time of the clause’s validity. There is no time specified for the consent of the current recruitment – it depends on its timeframes.

3. Editing the template of the clause

To modify the consent of the clause, changes will apply to future occurrences of the clause. Already added clauses will not change unless the clause is deactivated and reactivated.

4. Deleting the template of the clause

Only an unused template can be deleted. Otherwise, an Archive button is available.

5. Archiving the template of the clause

You can archive a template straight from the list or by going to the details. To do it, select the Archive button.

After choosing this option, you will be asked to confirm to archive the template. There will be a notification that clauses that are using the archived template will be deactivated. After archiving, a template picked from the list is relocated to the Archived clause templates. You can see a label Clause template is archived in the details list. You can’t delete or edit this template. Those options will be unlocked after restoring the template (the restore button).

Clause names that are using the archived templates will be displayed as Archived. Those clauses can’t be reactivated. ]]> /clause-template-configuration/feed 0 /draft-of-the-revenue /draft-of-the-revenue#respond Wed, 17 Mar 2021 10:10:07 +0000 /?p=10824 1. Draft of the revenue

You can save the revenue as a draft. To do this, choose the option called save the draft after filling in the form.

Draft will display on the list with the same data as for the document (if you have filled it out before). Drafts will have a separate draft status that will be displayed instead of an invoice number. The only possible action for a draft is to continue creating it.

]]> /draft-of-the-revenue/feed 0