Apps & features

Switch whole products or single features on and off. What is off disappears from the sidebar, the data stays.

Features4134 today, 7 new

Switched on34

Products5 + platform

PlanTeam2 features from Staffing

How the sidebar changes

Contacts and Companies stay under Records because backoffice and vacancy use them too. Pipelines disappear from Settings.

Before	After
coldcall.zero	backoffice.zero
Overview	workstream.zero
Pipeline	vacancy.zero
Sales reports	Records
backoffice.zero
workstream.zero
vacancy.zero

Applies to youDefaults: Members & permissions

backoffice.zero workstream.zero vacancy.zero jobsearch.zero coldcall.zero Platform

backoffice

Time, time off, invoices and finance

Role Accounting is added when switching on10 of 10 on

TimeLog time, week, entries and suggestions · backoffice › TimeTimesheetsTimesheets per client with approval and signature · backoffice › Time · Timesheets · included in plan Team · needs TimeWork recordsMonthly work records, sent to the tax advisor · New · backoffice › Time · Work records · included in plan Team · needs TimeTeam timeHours per person against target · backoffice › Time · Team · needs TimeRequest time offRequest vacation, sick leave and overtime compensation · Personal › My time offApprove time offReview and approve requests in the team · backoffice › Time off · needs Request time offInvoicesGoBD-compliant invoices, XRechnung and ZUGFeRD · backoffice › BillingQuotesQuotes as PDF, acceptance via link, convert to invoice · backoffice › Billing · View Quotes · needs InvoicesSentTrack sending and payment status · backoffice › Billing · View Sent · needs InvoicesFinanceLiquidity and tax reserve · backoffice › Finance

workstream

Projects, board, capacity, reports and files

Role Project lead is added when switching on10 of 10 on

ProjectsCreate and manage projects with budget, installments and schedule · workstream › ProjectsMy projectsProjects you are a member of · workstream › Projects · View MineBoardTasks as board and list with drag and drop · workstream › Board · needs ProjectsWorkforceMembers, rates and availability, utilization as heatmap · workstream › Capacity · Team · included in plan TeamShift planningPlan and assign shifts, templates · workstream › Capacity · Shift planning · included in plan Team · needs WorkforceMy shiftsOwn shift schedule and overtime account · Personal › Calendar · Layer Shifts · needs Shift planningSkillmapSkills in the team from the CV projects · workstream › Capacity · Skillmap · included in plan TeamSkill radarFind people by the skills of colleagues · New · workstream › Capacity · Skill radar · included in plan Team · needs SkillmapReportsProject reports with PDF export · workstream › Reports · included in plan Team · needs ProjectsFilesUpload and share files in spaces · workstream › Files

vacancy

Open positions and project demands down to zero

Role Recruiting is added when switching on3 of 4 on

OverviewKey figures on demands, funnel and time to fill · vacancy › Demands · Key figuresDemandsPost and manage positions and project demands · vacancy › DemandsApplicationsReview applications across all demands · vacancy › Applications · needs DemandsCandidatesTalent pool with import and matching context · From plan Staffing · switch plan under Subscription & billing · New · vacancy › Candidates

jobsearch

Profile, CV and jobs of the person

5 of 5 on

Profile & CVMaintain CV projects, CV editor and export · Personal › Profile & CVAnalysisExperience per skill, role, industry and client from the CV projects · Personal › Profile & CV · Analysis · needs Profile & CVMatchesMatching jobs and job board · New · Personal › Matches · needs Profile & CVTailored CVsTailor the CV to a demand · New · Personal › Tailored CVs · included in plan Team · needs Profile & CVVisibilityWho sees your profile, views and requests · New · Personal › Visibility · needs Profile & CV

coldcall

Never cold call again

Role Sales is added when switching on0 of 5 on

OverviewSales key figures with goal and trend · coldcall › Overview · included in plan TeamDealsDeals as table and board · coldcall › Pipeline · included in plan TeamPipelinesManage pipelines and stages · Settings › Apps · coldcall · included in plan Team · needs DealsSales reportsRevenue, forecast, conversion and win/loss · coldcall › Sales reports · included in plan Team · needs DealsContacts and CompaniesContacts and companies as shared records · Records › Contacts, Companies

Platform

Personal level and collaboration, independent of products

6 of 7 on

My DayDaily goals and daily plan · Personal › My DayMy tasksTasks assigned to you · Personal › My Day · TasksCalendarCalendar with layers for events, shifts, time off and team · Personal › CalendarChatsProject and direct chats, chat on the record · Personal › ChatContacts & connectionsPersonal network and requests · Community › ConnectionsCommunityFind profiles in the network, pool search and staffing · Records › CommunityStaffingStaff tasks as a team or individually · From plan Staffing · switch plan under Subscription & billing · New · Community › Staffing · needs Community