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 on39

Products5 + platform

PlanTeam2 features from Staffing

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 on5 of 5 onTurn off coldcall

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