Maintenance break
Monday (16.06.2024), 05:30 - 09:30 UTC
Our system will be temporarily unavailable due to new features implementation
Monday (16.06.2024), 05:30 - 09:30 UTC
Our system will be temporarily unavailable due to new features implementation
Below you’ll find frequently asked questions. If the answer is not there, contact us.
Go to the Dash tab and expand the Choose actions option in the upper right corner. Choose Buttons configuration from the expanded list. Highlited buttons appear on the right side of your dash. Drag & drop them to hide them or make them visible.
Go to the Dash tab and choose the Settings option (gear icon) in the upper right corner. Customize your dash switching on/switching off widgets next to the chosen options.
Go to the Dash tab and choose the New tax invoice shortcut button. You will learn more about customizing shortcut buttons on the dashboard here.
Go to the Dash tab and select the New Request shortcut button. It is necessary to complete all the information in the window that appears. When you want to add details, choose More options. Once you’ve added all the important information, select Save. Read more about shortcut buttons here.
You can also choose + (plus icon) on the Issues widget. Read more about dash widgets here.
Go to the Dash tab and select the New company shortcut button. Fill in the data and click Save. You can read more about the dashboard shortcut buttons here.
Go to the Dash tab and select the New project shortcut button. Fill in the data and click Save. You can read more about the dashboard shortcut buttons here.
Go to the Dash tab and select the Create a project post shortcut button. Fill in the data and click Save. You can read more about the dashboard shortcut buttons here.
Go to the Dash tab and in the To do widget field choose the plus option. You will learn more about this function here.
In the upper right corner choose Quick Notes.
You can register your working time anywhere in the application. It is enough that in in the upper right corner you will choose the Log time option. In the window that appears, point to the right project and the task for which you want to record the working time (specify the date, the start and end time of the activity) and click Save time. You can read more about the ways of time logging in the timetracker here.
In the upper right corner, click on your avatar and choose Log out.
Go to the Agenda tab and choose the New calendar option. Complete the name, choose a color and click Save.
Go to the Agenda tab. The first way is to select the +New request option in the upper right corner. The other way is to click on a specific day in the calendar. In both cases, you need to complete all the information in the window that appears. If you want to add details, choose More options. Once you have added the information that is important to you, choose Save.
In the left corner of the calendar, you can decide which calendars and statuses should be displayed, while in the right corner you can set the calendar view, choose between: day, 2 days, week, month, or the agenda view.
You can find more information here.
You can do it both from the Dash tab and the Agenda. You should click on the name of the issue and choose the target function.
Creating the issue we can include a lot of detailed information in it:
On the To do tab, select + New To do. After clicking, you will see a text box to complete. Here you can also highlight your task by clicking on an asterisk, specify a deadline (although it is not mandatory) and prioritize your task.
On the To do list, find the task that you want to prioritize. On the left, find the icon with the exclamation mark. When you click on it, the list which shows + New option will be expanded. Choose a color for your priority, language and name (you can also define this priority in several languages using the plus option). Finally, specify whether the priority should be default and whether it should be used after saving.
On the To do tab at the top, you can choose whether the list should display Completed, Overdue or No date tasks. You can also choose a time section: a Day, 3 days, a Week and Month.
In order to edit a predefined task, click on the specific element you want to modify – priority, text or deadline.
To enable reminders about upcoming payment deadlines that will appear on the To do list you should go to the configuration/preferences/to do tab. When you enable the generate „To do” with a reminder about the upcoming payment date for revenue, you must specify how many days before such a reminder should be displayed.
In order to delete a task, click on the delete button (cross icon). A new dialog box will appear to confirm the operation. If you choose Yes, delete, you will no longer be able to restore the deleted task.
Go to the Contacts tab (Company list) and select + New Company in the top right corner. On the form, you will be able to add such information as:
After completing the data, choose Save.
Go to the Contacts tab (Contact list) and select + A new contact person in the upper right corner. On the form you can add such information as:
After completing the data, choose Save.
Go to the details of the added company in the Contacts tab and in the Assigned contact people section, choose the plus option. You will be able to add an existing person from the list or add a new one. To add a new one, choose + New contact person. You can also do this directly from your contact list by clicking on the arrow next to the name. You can read more about adding a contact person here.
Go to the details of the added company in the Contacts tab and in the Assigned contact people section, choose the delete option next to the right person. You can also do this directly from your contact list by clicking on the arrow next to the name. Unassigning the contact person from the company will still have to be confirmed in a separate dialog box. You can read more about unassigning a contact person here.
In order to assign a company to the given project, you should go to the details of the company in the Contacts tab, and in the Assigned projects section choose the plus option. You will be able to add the appropriate projects from the list. You can also do it directly from your contact list by clicking on the arrow next to the name and from the level of the given the project. You will read more about it here.
Go to the details of the company in the Contacts tab and in the section Assigned projects choose deleting option next to the given project. Additionally, you can do it directly from the contacts list by clicking on the arrow next to the name of the project. Detachment of the project will have to be confirmed in the separate dialog box. How to assign projects to the company read here.
Go to contact details and from the level of contact list choose Documents tab. In the next step choose + New document option. Your document will be visible on the list of Documents immediately after saving all necessary information. Additionally you may add your document from the Documents tab. For more information see here.
Go to the customer details and on contact details form choose the Revenues tab. In the next step indicate the type of document you want to create i.e. + New Tax Invoice or + New Bill. Transactions related to the given customer are visible on the Revenues list.
Important!
In order to issue a tax invoice address field of the customer must be completed with at least one line of the address and with town name and the postal code.
Revenues can be also added on the Revenue tab. For more information see here.
Go to the customers details on the contact details form and choose the Expenses tab. In the next step choose the + New Expense option. Your transaction will be visible on the Expenses list immediately after the form is completed. The expense can be also added from the level of the Expenses tab. For more information see here.
Choose contact details of the given company from the contact list. On the contact details form choose the Clauses tab. Then, click on the + Add a clause option which results in opening a new dialog box. Choose the name of the defined previously clause and add the starting date of its validity, as well as the way of communication (email or phone). To activate e-mail delivery tick the box Send e-mail and click Activate clause to confirm. All clauses related to the given client will be visible on the Clauses sent list. For more information about Clauses read here.
Yes, after the choosing Agenda tab on contact details form, you can choose option + New issue, as a result the new dialog box appears. Click More options and save your issue – your contact is already attached to the issue. After filling out the form the issue will be visible on the list. More about this functionality read here.
Go to the details of the given contact and choose Files tab, then click option + New file. All related files will be visible on the list in this location.
To delete any contact details go to the Contacts tab. You can delete contacts directly from the contact list by clicking on „…” (ellipsis icon) on the right side of the given contact. To do so, choose Delete on the appearing list. You may also go to the contact details of the given company and choose Delete option on the right, top corner of the page. Deletion of the contact causes removal of all related data. Contact with documents associated to them cannot be deleted.
Yes, to do so choose Activities tab on contact details form.
To create a new project go to the Projects tab and choose option + New project on the right, top corner of the page. In the appearing form add details such as:
Choose Details tab from the project details form. In the Project team section choose option + (cross icon) and indicate the right person. The avatar with name, e-mail address and phone number of the person will appear on the Project team list.
Choose Details tab from the project details form and in the Project team section choose option of detachment on the right side of the person. Approve detachment in appearing dialog box.
Choose Details tab from the project details form and in the Clients section choose + option and choose the client. The avatar with name, e-mail address and phone number of the person will appear on the Clients list. Additionally, you may add a new client directly on the contact list. More about this functionality read here.
Choose Details tab from the project details form and in the Client section choose option of detachment on the right side of the client. Approve detachment in appearing dialog box. Additionally, you may detach a client directly on the contact list. More about this functionality read here.
There is such functionality in the project form. In the Details tab, in the Clients section there is a check box for Internal project option.
Important!
Clients cannot be added to the internal project. If you want to define existing project as internal you have to remove all previously attached clients.
You may add links to external documents to your every project. To do so, go to the Details tab of your project and in the Project documentation section choose + (cross icon) option. In the new dialog box give the name and the URL of your external document.
To highlight the project as favorite click the star icon on the projects list next to the name of the project. Projects highlighted with the star are displayed on the dash, on the Favorite projects widget.
There are two types of projects: active and archived. Active project may be displayed in two different ways: in form of list or in tile layout. This can be set on the right top corner of the Projects tab, while archived projects may be displayed only in form of a list.
To change order on the projects list you should switch your projects to the list mode. Click on the left side of your project bar and drag & drop it to the right location.
To archive your project go to the projects list and click „…” (ellipsis icon) the right side of the project. Choose Archive on the pop-up list. Project may be archived also by clicking Archive on the right side of the project Details form.
To restore projects from the archive go to the list of archived projects and click „…” (ellipsis symbol) on the right side of the given project. Choose Restore on the pop-up list. Project may be restored also by choosing option in the right side of the project Details form.
There are two ways to delete a project. The first way allows deletion directly from the project list. To do so, click on „…” (ellipsis icon) on the right side of the given project and choose Delete on the pop-up list. The same action can be performed on the project Details form. Deleting option is located on the right, top corner of the page. In both cases deletion must be confirmed in the separate dialogue box.
Important!
The project once deleted cannot be restored. It is advised to archive projects instead of removing them. To find out how to archive your projects read here
Kanban is one of the tabs available on the project section, where all the tasks related to the project are displayed. All tasks may be displayed in the form of kanban board or in the form of list. Every user may decide how to display those tasks and activities.
Kanban board is one of the ways tasks in the project may be displayed. The user may configure his kanban board accordingly to own preferences i.e. may add sections, rename them and change their order.
List view is one of the ways tasks in the project may be displayed. The list is divided into sections, which are the same as those in the kanban view. Tabs on the list may be dragged & dropped between the locations, as well as assorted accordingly to own preferences.
All cancelled tasks are in Cancelled tasks section. If the section is not displayed tick Show cancelled option in the kanban view. To hide cancelled tasks leave this option unticked.
All archived tasks are in the Archived task section. If the section is not displayed tick Show archived option in the kanban view. To hide cancelled tasks leave this option unticked.
All types of tasks related to the project are visible in the form of agenda. Choose between the view of day, week and month to organize and locate your tasks.
Timesheet is a function, which allows you to track time each worker spend on a project.In this tab you can check all logged activities related to your project. On the Timesheet list you have access to such information as:
You can also add time logs and non-standard rates as well as generate expenses for registered activities.
In order to log your activity in the project you should choose the Log time option in the Timesheet tab. Your time can be logged in two ways. The first one is real-time logging, i.e. you click on the Start timer and the time of your activity is tracked in the background. After finishing work you should choose Stop and save time. The second way of saving time is in manual way. In order to save time in this way, you should also choose the Log time option, and then Add time manually. In the new dialog box, specify the date, the start and end time of the activity. In both cases, you must indicate to which task the time should be assigned.
You can do this by going to the Users tab in the configuration, adding or editing the current user. In both cases, you must complete the Hourly rate field. Based on the added rates, it is possible to calculate the cost of activity in the project.
Important!
Only users who hold relevant permissions can modify user rates.
In this case, you can add custom rates for project team members and the project costs will be calculated based on them. In order to do it, go to the Timesheet tab in the project and select + Nonstandard rates. In the dialog box, choose the user, add his rate,and click Save.
There are two methods of generating expenses – one intended for single time logs and the other for multiple time logs. To generate an expense for single time log by click on „…” (ellipsis icon) and choose Generate expense option.To generate an expense for multiple time logs tick check boxes on the tasks tabs in the Timesheet view. Then choose Generate expense option. In both cases entry form appears. Complete all the fields and save your expense.
In the project view choose Notes tab, then click + Add note. In the box set priority of your note, add name and description. You may also add files by clicking + Add files button.
In order to add files to your project choose Files tab in the project view, then click + New file. All added files may be downloaded any time.
In order to add important documents to your project choose Documents tab in the project view, then click + New document. More about this functionality read here.
With Check-ins you can generate automatic questions to be dispatched to your co-operators accordingly to the predefined schedule. With this functionality your team is regularly encouraged to provide information related to the project to other members of their project team.
Go to the Check-ins tabs in the project view, then choose + New question option. In the dialogue box add details such as:
The team member is notified by an e-mail that there is a check-in question in the system. To answer the question the team member has to click the link in the e-mail to be transferred to the right location in the project view.
Go to the Check-ins tab in the project view. Choose question to modify your schedule and click „…” (ellipsis tab) and then choose Edit. Make necessary changes in the separate box and click Save.
Go to the Check-ins tab in the project view. Choose question to modify your schedule and click „…” (ellipsis tab) and then choose Stop asking. To resume asking the question choose Start asking in the same location.
Go to the Check-ins tab in the project view. Choose question to delete then click „…” (ellipsis tab) and Delete.
You can click on the link in the e-mail and it will take you to the right place. You can also go to the Check-ins tab and next to the appropriate question choose the + Add your answer option. If you make a mistake, choose the „…” (ellipsis icon) on the right, and then select either Edit or Delete, depending on what you need.
Go to the list of questions in Check-ins, and next to the answers on the right you can choose either React or Discuss.
Important!
If you do not see the answer to the question, mark the Show answers checkbox first.
Go to the details of your project and choose the Revenues tab. If you want to create a new document, choose the + New Tax invoice button. Select + Add existing invoice if you need to add a document that has been already issued. You can also add the existing document directly from the invoice list in the Revenues module. You will read more about revenues here
Go to the details of your project and choose the Revenues tab. Then, select the Unassign from project option from the action list on the right next side of the invoice. You can do the same from the invoice list in the Revenues module.
Important!
Detaching an invoice from the project is not the same as its removal.
Go to the details of your project and select the Expenses tab. If you need to create a new expense, choose the + New Expense option. Select + Add existing expense if you need to add the expense that has been previously added. On the appearing form you will have to determine the percentage share of the expense in the project. You can also add the existing expense directly from the list in the Expenses module.
Go to the expense edition view. You can do this either from the list of expenses assigned to the project or directly in the Expenses module. After selecting the Edit option, you will be able to change the percentage share of the expense in the project as well as completely delete it. Once you have made the correct change, click Save.
Go to the project details and select the Activities tab. You will see all changes related to the project on the list.
The Projects Overview is a new module, in which you can find easily all the tasks connected to the currently active projects.
The estimated hours feature allows you to plan how many hours it should take to finish a specific task or project.
In order to create a document in Firmbee, go to the Documents tab. On the form you should complete the following information:
When the necessary data is completed, click Save.
Go to the Documents module and find the document for edition. Choose „…” (ellipsis icon) on the right side of the action list and click Edit option. After the editing of the document click Save.
Go to the Documents module and find the document for deletion. Choose „…” (ellipsis icon) on the right side of the action list and click Delete. Confirm your action in the dialogue box.
Go to the Documents module, choose your document and move to the edition view. Choose your project from the drop-down list on the Project field and click Save at the bottom of the page.
Go to the Documents module, choose your document and move to the details view. Click Send option. Complete the fields in the dialogue box with details about:
Your document will be attached to the e-mail as pdf file.
Go to the Documents module, choose your document and click „…” (ellipsis icon) on the right side of the action list. Click Print to download the document as pdf file to your computer.
To add your own document type to the list click + New document and in the Document type drop-down list choose + New option. Name a new type of document in the dialogue box and click Save.
Watch our step-by-step guide on how to set up your personal and organizational settings.
Go to the configuration and personal settings. Then, choose the Dictionary tab and select + New option. In a separate box, choose the module and field that you want the new option to apply to. Then, indicate the right language and enter the name. You can use a slider to mark the option as default.
Yes, you can. Go to the dictionary list, find the right option, select the ellipis icon and click either Edit or Delete, depending on what you want to do.
Go to the configuration and personal settings. Then, choose the Status tab and select + New status. In a separate box, choose the module and colour. Indicate the right language and enter the status name. You can use a slider to mark the option as default.
You can edit statuses that have been added by you. You can’t delete statuses that are already in use. Go to the list of statuses, find the right record, select the ellipsis icon and click either Edit or Delete, depending on what you want to do.
Go to the configuration and personal settings. Then, choose the Email tab and select +New email template. Fill in the following details in a separate box:
Yes, you can. Go to the list of email templates, find the right template, select the ellipis icon and click either Edit or Delete, depending on what you want to do.
Yes, you can. Go to the Email tab and use a slider to mark this option.
Go to the configuration and personal settings. Then, choose the To do tab and use a slider to switch on this option. Specify how many days before the payment such a reminder should be displayed.
Go to the configuration and personal settings. Then, choose the Dash tab and in the Dasboard widgets section use sliders to switch on the selected ones. In the Dash buttons section, the buttons that appear on your desktop as shortcuts are highlighted. Drag and drop them to hide or make them visible.
First, check whether you have consented to the notifications in the GDPR tab. Then, in the Notifications tab, specify when notifications should be sent and what types of tasks they should apply to.
Go to the Clause templates tab and choose + New clause template. In a separate box complete the following information:
There is an option for deleting clause templates in the system. You may delete a clause template only if it was not yet used. If you don’t want to use the existing clause template any more you may archive it. To archive the clause template click the „…” (ellipsis icon) and choose Archive.
Go to the Clause templates tab in the
It is a list of clauses with short term of validity (30 days). Such clause may be extended with the consent of the person connected with the cause, otherwise the clause may be deleted from the system with the personal account by choosing Delete contact option.
Go to GDPR section of Personal settings in your Avatar module and choose GDPR tab. Click Download contract in the section Data Processing Agreement. The document will be saved as pdf file to your computer.
Go to GDPR section of Personal settings in your Avatar module and choose GDPR tab. Click Delete account in the section Deleting account. The account of the organization with all the users will be removed from the system. This action have to be confirmed with your password.
Important!
The account once deleted cannot be restored.
Go to Other section of Personal settings in your Avatar module and choose Payment plans option.
Activity history can be found in the Other section of Personal setting in your Avatar module. It is a record of information regarding activities of all users in the system. Time, module, type of activity are all displayed on the list.
Ready: Ifirma, Slack, Twilio, Zoom, Skype, Linkedin, WordPress, OLX, GoCardless and file transfer from Google Drive, DropBox, OneDrive
Coming soon: Revolut, Paypal, Stripe; MS Azure OCR (documents, expenses, CV reading); Skype; own mailbox.
You can check the upcoming features here: www.firmbee.com/roadmap
To check our step-by-step instruction on how to integrate Twilio with Firmbee read here.
Slack is a tool that is used for remote communication within a team. Firmbee’s integration with Slack allows for sending notifications to Slack channels. In Slack you can be notified about:
With the WordPress plugin, you can create or download data from WordPress and transfer prospective customer information to Firmbee to use as leads or for recruitment purposes. You can also create and publish a form on your website by using a drag & drop creator. There are ready-made form templates available for users to customize or a blank template
Firmbee is free when it comes to the basic plan. For more details check our pricing page: www.firmbee.com/pricing
We’re Firmbee: an all-in-one project management system dedicated to entrepreneurs, freelancers and startups. Firmbee combines a PM module, finance and invoicing module, CRM &recruitment tools.
We are part of ifirma.pl (online accounting services) which has over 21 years of market presence and 21 years of experience in developing modern IT and HR/recruitment solutions. We are innovators and market leaders. We are among the top 3 leaders in Poland when it comes to modern accounting solutions, and we’re the first to develop these kinds of solutions in our country.
We’re a stable company listed on the stock exchange and we’re one of the fastest-growing firms in the stock exchange in Poland.
Yearly we issue around +7 M invoices and we make around 40 M accounting operations – with finance operation every 2 seconds. Ifirma.pl gives us funds, workforce and know-how and ensures a stable, consistent growth.
Users are individuals who have their own accounts in Firmbee. Users are usually internal employees of the organization. Users are assigned to a specific role, which determines their permissions in the application. Permissions are options that limit users’ access to certain parts of Firmbee.
A coworker can be either a person with a Firmbee account or a person without a Firmbee account. You can add coworkers to Firmbee to keep the whole team updated with an external collaborator’s contact details, attach a client (coworker) to a project. A candidate taking part in your recruitment process is also a coworker.
Guests are people usually from outside the organization to whom we want to give access to a specific element in the system. A user inviting a guest decides what elements are visible or editable for the guest. Some information in the project and in the HR project is hidden from visitors.
There is a lot of PM software’s which lets you gain control over your tasks and projects. What Firmbee also does is letting you monitor the finances, issue invoices and do the recruiting actions that are related to those projects. With our solutions, you’re able to have one eco-system throughout your entire business. So whether you need an all-in-one software or a personally crafted solution, it will help you with: work organization, project management, team work, recruitment, finances, and invoicing. By using Firmbee you’ll benefit from all the time-saving options, eliminate tech fatigue related to usage of several programs and gain a bird’s eye view on all your firm issues.
Firmbee is free when it comes to the basic plan. For more details check our pricing page: www.firmbee.com/pricing
Firmbee is available in: English, German, Spanish, French, Russian, Swedish, and Polish.
If you can’t find the answer to your question on our FAQ page or Help Center, contact us via e-mail:[email protected]
Ready: Slack; Zoom; Twilio; Exchange rates; WordPress; LinkedIn.
Coming soon: Revolut, Paypal, Stripe; MS Azure OCR (documents, expenses, CV reading); Skype; own mailbox; file upload from: Google Drive; DropBox; Box, One Drive.
You can check the upcoming features here: www.firmbee.com/roadmap
Yes.
We do not deal with protected health information, so we dont need to have physical or network security measures in place to ensure HIPAA Compliance. However, our data protection standard is similar do HIPAA.
Our privacy policy can be found here.
Yes, we are planning to implement a mobile app this year.
Firmbee is free when it comes to the basic plan. For more details check our pricing page: www.firmbee.com/pricing
Yes.
Firmbee is free when it comes to the basic plan. For more details check our pricing page: www.firmbee.com/pricing
In order to delete your account click on your avatar in the upper right corner. Then go to Settings -> GDPR -> Delete account.
Yes, you can find it here: www.firmbee.com/roadmap
Yes, you can find it here: www.youtube.com/watch?v=sufj7MoBEd8
We are planning to have an affiliate program at the end of 2022.
Go to Candidates module and choose + New candidate in the right top side of the page. Fill out the form by giving all the required information such as:
Go to the detailed view of candidate and in the right top corner of the page click Edit. Change the details in the form and click Save to approve.
You can assess overall personality of each candidate as well as his interpersonal and technical skills. Types of ratings can be adapted to your needs on the Dictionary tab. To do so, go to the Dash, choose All actions on the right top side of the page, then click Buttons configuration – the Dictionary tab is on the left side of the page.
Go to the detailed view of candidate and in the right bottom corner of the page find Portfolio tab. Click + (cross icon). In the form add the name and the url address of the portfolio. To approve click Save.
Go to the detailed view of the candidate and in Recent note section click + (cross icon). Then add the name and the description of your note in the form. You may add files to your note as well. Additionally, notes may be added in the Notes tab on the left side of detailed view of the candidate.
All types of tasks related to the candidate are being displayed in form of the agenda, which may be presented in the day, week and month view. To add a new task (issue) click + New issue on the left side of the page. More about issues read here.
Go to the candidate details, choose the Recruitment list tab and the + Assign to HR profile option. In a new dialog box, choose the right HR projects and confirm your choice by clicking Assign. The candidate can be also assigned to the right recruitment process from the HR projects in the Candidates tab. Read more about it here.
Go to the candidate details, choose the Recruitment list tab. Find the right recruitment process on the list and click on the cross icon on the right. Confirm this action in a new dialog box.
Go to the candidate details, choose the CV/Portfolio tab and choose the + New file option. You will be able to attach the right document in a new dialog box.
Go to the candidate details and choose the CV/Portfolio tab. Find the file that you want to print, click on the ellipsis icon on the right and choose Download. After you download the document, you will be able to print it.
Go to the candidate details and choose the CV/Portfolio tab. Find the file that you want delete, click on the ellipsis icon on the right and choose Delete. Confirm this action in a new dialog box.
Go to the candidate details, choose the Clauses tab. Then, click on the + Add clause option. In a new dialog box you will be able to define the clause name, its validity period and a communication way. After you complete the required data, click Activate clause. All clauses assigned to the given candidate will appear on the Sent clauses list. You will read more about clauses here.
No, you can’t. You can only deactivate it. In order to do it, go to the candidate details and the Clauses tab. Find the clause that you want to deactivate and move the slider to the left. Confirm the action in a new dialog box.
Go to the candidate details and choose the Clauses tab. Find the clause that you want to activate and move the slider to the right. In a new dialog box choose the date the clause should be valid from.
Go to the candidate’s details and select the Activities tab. The list will show all changes related to the candidate’s profile (what was changed, who did it and when).
Go to the candidate details and choose the Edit option. Tick the Block candidate check box in the upper right corner. As a result, you will not be able to assign another user to the candidate. In order to unlock the candidate, simply untick the check box.
You can change a candidate into a coworker in two ways. Go to the candidates list, find the right candidate, click on the ellipsis icon on the right and choose Add as coworker option. You can do the same by going to the candidate details. In both cases a new form will be displayed which you can immediately edit.
There are two ways to delete a candidate. Go to the candidate list, find the right candidate, click on the ellipsis icon on the right and choose Delete. Confirm your action in a new dialog box.
Important!
Important! This action is irreversible.
Go the Coworkers module and choose + New coworker option in the right top corner of the page. Fill up the form in the new window by adding details such as:
Go to the detailed view of the coworker, choose Edit option in the right top corner of the page. After making all necessary changes click Save.
Go to the detailed view of the coworker and click + (addition icon) at the Recent note section. Add the title of your note and description in the appearing window. You may add files to your note as well. The notes may be also added by clicking + Add note in the Notes section.
All types of tasks related to the coworker are visible in the form of agenda. Choose between view of day, week and month to organize and locate those tasks. To issue a new task click + New issue. To find out more about issues read here.
Go to the detailed view of coworker’s profile, choose CV/Portfolio tab and click + New file option. Add your document in the window that pops up.
Go to the detailed view of coworker’s profile and choose CV/Portfolio tab. Choose your document and click „…” (ellipsis icon) on the right side of the action list. Click Download to save the document as pdf file to your computer.
Go to the detailed view of coworker’s profile and choose CV/Portfolio tab. Choose your document and click „…” (ellipsis icon) on the right side of the action list, then click Delete. Confirm your decision in the separate box.
Go to the detailed view of coworker’s profile and choose Clauses tab. Click + Add clause tab, and in the window that pops up add give the name of predefined clause, validity date, and way of communication. Click Activate clause. All clauses related to the given coworker appear on the Sent clauses list. More about clauses read here.
It is not possible to delete once added clause from the coworker’s profile. The clause may be deactivated only. Choose the clause you wish to deactivate and click the Active slider on the right side of the document. Confirm your decision in the separate box.
Go to the detailed view of coworker’s profile and choose Clauses tab. Choose the clause you wish to activate and click the Active slider on the right side of the document. Add new validity date and confirm your decision in the separate box.
Go to the detailed view of coworker’s profile and choose Activities tab. All the information (what, when, and by whom) about the changes in the coworker’s profile are displayed on the list.
Go to the detailed view of coworker’s profile and click Connect to user tab on the right top side of the page. Choose your user from the drop-down list in the separate box and confirm your selection.
Go to the detailed view of coworker’s profile and click Disconnect from user tab on the right top side of the page. Confirm your decision in the separate box.
There are two ways to delete coworker’s profile. Go to the coworkers list and click „…” (ellipsis icon) on the right side of your coworker, then click Delete. You may do it from the detailed view of your coworker’s profile as well. In both cases confirm your decision in the separate box.
Teams are the subsets of co-workers in the organization. Each co-worker can be a member of many teams. Teams may be assigned to projects, HR project, issues, contacts and candidates. Read more about team here.
Go to the Job posts module and in the Job posts tab choose + New job post post in the upper right corner. In the separate box, complete the following information:
You can tick the Remind me check box if you want to get a reminder when the job post expires. You can also add content from the chosen template.
You can edit your job post in two ways. Go to the list of job posts, find the right job post, click on the ellipsis icon on the right and choose Edit. You can do the same by going to the job postdetails. In both cases a new form will be displayed which you can immediately edit.
Go to the details of the job post that you want to duplicate and click on the Duplicate option in the upper right corner.
You can delete it in two ways. Go to the list of job posts, find the right job post, click on the ellipsis icon on the right and choose Delete. You can do the same by going to the job posts details. In both cases you will have to confirm your action.
You can use your job post template while editing it. You can also go to the list of templates, choose the one that you want to use, click on the ellipsis icon on the right and select + Add to job post. You can do the same in the job post template details.
To create a new HR projects go to the HR projects and choose + New HR projcets. In the separate box complete the following information:
Go to the detailed view of your chosen HR project and click the Details tab. Click + (cross icon) option on the HR project team tab and choose the person you wish to assign. Avatar, name, e-mail address of the person will appear on the list of your HR project team.
Go to the detailed view of your chosen HR project and click the Details tab. Go to the HR project team section and choose the person you wish to unassign by clicking on the right side of the tab. Confirm your decision in the separate box.
Go to the detailed view of your chosen HR project and click the Details tab. In the Clients section choose + (cross icon) option and indicate your client. Avatar, name, e-mail address of the person will appear on the list of your Clients. Your client may be added to the HR project directly from the Contacts list. To find out more about this option read here.
Go to the detailed view of your chosen HR project and click the Details tab. In the Client section and choose the person you wish to delete by clicking on the right side of the tab. Confirm your decision in the separate box. Your client may be deleted from the HR project directly from the Contacts list. To find out more about this option read here.
To highlight the HR project as favorite click the star icon on the HR projects next to it’s the name. HR projects highlighted with the star are displayed on the dash, on the Favorite projects widget.
There are two types of HR projects: active and archived. Active profiles may be displayed in two different ways: in form of list or in tile layout. This can be set on the right top corner of the HR project tab, while archived profiles may be displayed only in form of a list.
To change order on the HR project list you should switch your profiles to the list mode. Click on the left side of your HR project bar and drag & drop it to the right location.
To archive your HR project go to the HR project list and click „…” (ellipsis icon) the right side of the profile. Choose Archive on the pop-up list. HR projects may be archived also by clicking Archive on the right side of the HR project Details form.
To restore HR project from the archive go to the list of archived HR project and click „…” (ellipsis symbol) on the right side of the given profile. Choose Restore on the pop-up list. Profile may be restored also by choosing this option on the right side of the profile’s Details form.
There are two ways to delete an HR project. The first way allows deletion directly from the HR projects list. To do so, click on „…” (ellipsis icon) on the right side of the given profile and choose Delete on the pop-up list. The same action can be performed on the profiles Details form. Deleting option is located on the right, top corner of the page. In both cases deletion must be confirmed in the separate dialogue box.
Important!
The HR project once deleted cannot be restored. It is advised to archive profiles instead of removing them. To find out how to archive your HR projects read here.
Choose Candidates tab from the HR project details form. Click on Assign Candidate tab and indicate the right person from the list. Additionally, you may assign your candidate by clicking Assign candidate tab in the Details section of the HR project.
Go to the detailed view of your chosen HR project and click the Details tab. Click Create job ad. Your Job add may be added to the HR project directly from the Job ads tab by clicking on + New job ad tab. In both cases the form must be filled in the separate dialogue box.
Go to the detailed view of your chosen HR project and click the Notes tab. Choose + Add note option. Additionally, you may add notes to your HR project by choosing Add note tab in the Details section of the HR project.
Kanban is one of the tabs available on the HR project section, where all the tasks related to the HR project are displayed. All tasks may be displayed in the form of kanban board or in the form of list. Every user may decide how to display those tasks and activities.
Kanban board is one of the ways tasks in the HR project section may be displayed. The user may configure his kanban board accordingly to own preferences i.e. may add sections, rename them and change their order. Tiles with assigned task may be dragged & dropped between columns as well.
List view is one of the ways tasks on the HR project may be displayed. The list is divided into sections, which are the same as those in the kanban view. Tabs on the list may be dragged & dropped between the locations, as well as assorted accordingly to own preferences.
All cancelled tasks are in Cancelled tasks section. If the section is not displayed tick Show cancelled option in the kanban view. To hide cancelled tasks leave this option unticked.
All archived tasks are in the Archived task section. If the section is not displayed tick Show archived option in the kanban view of the HR project. To hide cancelled tasks leave this option unticked.
All types of tasks related to the HR project are visible in the form of agenda. Choose between view of day, week and month to organize and locate your tasks.
Timesheet allows you to track time each individual spend on tasks related to your HR project. You have access to the such information as:
You can also add time logs and nonstandard rates as well as generate expenses for registered activities.
In order to log your activity in the HR project you should choose the Log time option in the Timesheet tab. Your time can be logged in two ways. The first one is real-time logging – click on the Start timer and the time of your activity is tracked in the automatically. After finishing work you should choose Stop and save time. The second way is saving time manually. In order to save time in this way, you should also choose the Log time option, and then Add time manually. In the opened dialog box, specify the date, the start and end time of the activity. In both cases, you must indicate the task to which the time should be assigned.
You can do this by going to the Users tab in the Organization configuration (your Avatar tab), then adding or editing the current user. In both cases, you must complete the Hourly rate field. Further calculations of activity cost will be based on those added rates.
Important!
Only authorized users can edit hourly rates in the system.
In this case, you can add custom rates for HR project team members and the cost will be calculated based on those rates. In order to do this, go to the Timesheet tab in the chosen HR project and select + Nonstandard rates. Then, select the user for, add his rate, and Save.
There are two ways to do it. First way is for generating an expense for a single time log. For this purpose, go to the Timesheet tab in the chosen HR project, click on the ellipsis icon on the right and choose Generate expense. You can also generate the expense for several logged times. In order to do this, tick the appropriate check boxes next to the registered activity logs, and then choose Generate expense at the top. In both cases, you will be prompted to fill out a form. Enter the necessary information and Save.
Yes, you can. Go to the details of the given HR project, select the Files tab, and click + New file. You will be able to download the files at any time.
With Check-ins you can generate automatic questions to be dispatched to your co-operators accordingly to the predefined schedule. With this functionality your team is regularly encouraged to provide information related to the HR project to other members of their team.
Go to the Check-ins tab in the HR project view, then choose + New question option. In the dialogue box add details such as:
The HR team member is notified by an e-mail that there is a check-in question in the system. To answer the question the team member has to click the link in the e-mail to be transferred to the right location in the HR project view.
Go to the Check-ins tab in the HR project view. Choose question to modify your schedule and click „…” (ellipsis tab), then click Edit. Make necessary changes in the separate box and click Save.
Go to the Check-ins tab in the HR project view. Choose question to modify your schedule and click „…” (ellipsis tab), then click Stop asking. To resume asking the question choose Start asking in the same location.
Go to the Check-ins tab in the HR project view. Choose question to delete then click „…” (ellipsis tab) and Delete.
You can click on the link in the e-mail and it will take you to the right location. You can also go to the Check-ins tab and next to the appropriate question choose the + Add your answer option. If you make a mistake, choose the ellipsis icon on the right, and then select either Edit or Delete, depending on what you need.
Go to the list of questions in Check-ins, and on the right, next to the answers choose either React or Discuss.
Important!
If you do not see any answers to the question, mark the Show answers checkbox first.
Go to the details of your HR project and choose the Revenues tab. If you want to create a new document, choose the + New Tax invoice button. Select + Add existing invoice if you need to add a document that has been already issued. You can also add the existing document direcly from the invoice list in the Revenues module. Read more about revenues here.
Go to the details of your HR project and choose the Revenues tab. Then, select the Unassign from project option from the action list on the right next to the right invoice. You can do the same from the invoice list in the Revenues module.
Important!
Detaching an invoice from the project in HR project section is not the same as its removal.
Go to the details of your HR project and select the Expenses tab. If you need to create a new expense, choose the + New Expense option. Select + Add existing expense if you need to add the expense that has been previously added. On the appearing form you will have to determine the percentage share of the expense in the project in HR project section. You can also add the existing expense directly from the list in the Expenses module. More about expenses read here.
Go to the expense edition view. You can do this either from the list of expenses assigned to the project or directly in the Expenses module. After selecting the Edit option, you will be able to change the percentage share of the expense in the project in HR project section as well as completely delete it. Once you have made the correct change, click Save.
Go to the HR project details and select Activities tab. You will see all changes (what changes, who, when) related to the HR project on the list.
In order to add a new invoice, go to the Revenues module and choose + New tax invoice. Fill in the following information:
Go to the Revenues list in the Revenues module, find the invoice that you want to edit, click on the ellipsis icon on the right and choose Edit. You can select the same option by going to the invoice details. After you introduce all the necessary changes, click Save.
Go to the Revenues list in the Revenues module, find the invoice that you want to delete, click on the ellipsis icon on the right and choose Delete. You can select the same option by going to the invoice details.
Important!
The action is irreversible and the invoice once deleted cannot be restored.
Go to the Revenues module and choose the + New bill option in the right upper corner. Fill in the following information:
Go to the Revenues list in the Revenues module, find the bill that you want to edit, click on the ellipsis icon on the right and choose Edit. You can select the same option by going to the bill details. After you introduce all the necessary changes, click Save.
Go to the Revenues list in the Revenues module, find the bill that you want to delete, click on the ellipsis icon on the right and choose Delete. You can select the same option by going to the bill details. After you introduce all the necessary changes, click Save.
Important!
The action is irreversible and the bill once deleted cannot be restored.
Go to Revenues section and choose + New tax invoice or + New bill, next to the field Tax invoice No. or Bill No. choose + (cross icon). In the separate box add necessary details such as:
Go to the Revenues section and choose + New tax invoice or + New bill. The field allows to create a draft of your new tax invoice or new bill. To create a draft fill out the Customer field as well as invoice/bill fields such as: name, quantity, unit, unit price net and gross amount, then choose Save draft.
Go to the Revenues section and choose your document. Click „…” (ellipsis icon) and choose Send option. Alternatively, go to detailed view of your invoice or bill, and choose Send tab on the bottom of the page. In the separate box add necessary details such as:
Your document will be attached to the e-mail as pdf file.
Go to Revenues section and choose your document. Click „…” (ellipsis icon) and choose Print option. Alternatively, go to detailed view of your invoice or bill, and choose Print tab on the bottom of the page. Your document will be downloaded as pdf file to your computer.
Go to Revenues section and choose your document. Click „…” (ellipsis icon) and choose Add project option. Choose the right project from the pop-up list and click Save. Alternatively, go to detailed view of your invoice or bill, and choose Edit tab on the bottom of the page. Then choose the project from the list and click Save.
There is an option for quick payment available on the Revenues list. In the column Amount due click + (cross icon) and enter the amount of your payment and approve by clicking the tick button. Alternatively, go to detailed view of your invoice or bill, and choose Edit tab on the bottom of the page. In the view of edition you can pay and invoice partially or as one single payment. To add payment click + Add payment and then it will automatically update the remaining balance. The invoice will be update do paid status if fully paid, then + Add payment button will be gone.
Go to Revenues section and choose your document. Click „…” (ellipsis icon) and choose Add project option. Choose the right project from the pop-up list and click Copy. Alternatively, go to detailed view of your invoice or bill, and choose Copy tab on the bottom of the page.
Go to the Offers module and choose + New offer ad in the upper right corner. Complete such information as:
To your offer you can add options such as: with tax, show description, show discount, show tax value and save new products.
In order to edit an offer, go to the list of offers, find the one you would like to edit, select the ellipsis icon on the right and click Edit. You can do the same by going to the detailed view of your offer. After you introduce all the necessary changes, click Save.
Go to the list of offers, find the one that you would like to delete, select the ellipsis icon on the right and click Delete. You can do the same by going to the detailed view of your offer.
Important!
The action is irreversible and the offer once deleted cannot be restored.
Go to the Offers section and choose + New offer option. In a separate box complete the following information:
To your offer you can add options such as: with tax, show description, show discount, show tax value and save new products.
Go to the detailed view of your offer and choose Send. In a separate box, complete the following information:
The subject of your offer will contain the sender’s name and document number. Your offer will be attached to your email as a pdf file.
Go to the list of offers, find the one that you would like to print, select the ellipsis icon on the right and click Print. You can do the same by going to the detailed view of your offer. The document will be uploded to your device as a pdf file.
Go to the Expenses module and choose + New Expense in the upper right corner. Complete such information as:
Go to the list of expenses, find the one that you would like to edit , select the ellipsis icon on the right and click Edit. You can do the same by going to the detailed view of your expense. After you introduce all the necessary changes, click Save.
Go to the list of expenses, find the one that you would like to delete, select the ellipsis icon on the right and click Delete. You can do the same by going to the detailed view of your expense. After you introduce all the necessary changes, click Save.
Go to the detailed view of your chosen expense and click Edit. Choose the project from the list and determine its percentage participation. One expense can be assigned to several projects.
Go to the list of expenses, find the right document, select the ellipsis icon on the right and click Print. You can do the same by going to the detailed view of your expense. The document will be uploded to your device as a pdf file.
Go to the list of expenses and add a quick payment in the Amount due column. After clicking on the plus button next to the amount due, you can either approve the whole amount or enter a different amount. You can also add a payment by going to the expense edition and clicking the + Add payment option.
Go to the Products module and choose + New product/service in the upper right corner. Complete such information as:
Go to the list of products, find the right one, select the ellipsis icon on the right and click Edit. You can do the same by going to the detailed view of your product. After you introduce all the necessary changes, click Save.
Go to the list of products, find the right one, select the ellipsis icon on the right and click Delete. You can do the same by going to the detailed view of your product.
Important!
The action is irreversible and the product once deleted cannot be restored.
Go to the list of products and choose the plus option in the STOCK column next to the right product. You will now be able to change the number of products.
Click on your avatar in the upper right corner and choose Organization configuration. You will now be able to fill in the following data:
It is not mandatory, but to issue an invoice or a bill you have to give some basic details of your company such as: name of the company, address, post code and town.
Click your avatar on the right top corner of the page, choose Personal settings. In the appearing form fill in the details such as:
Click your avatar on the right top corner of the page, choose Personal settings. Then choose option Connect with Google in the Login via social networks section. You will be transferred to the Google sign-in site. Additionally, you may link your Firmbee account with Google services while logging in.
Important!
Google service will pass along your name, e-mail address, language settings, and profile photo.
Click your avatar on the right top corner of the page, choose Personal settings. In the Change password section. Enter your current password and the password you would like to switch it to. Confirm the new password and click the Save button.
Regional settings are available in the Settings section, in the Avatar module. Here you may change configuration of the application related to functions such as:
Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Click + New user button on the right top side of the page. You will be shown a window, where you can add details such as:
Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Choose the user to modify and click „…” (ellipsis icon) on the right side of his name. Choose Edit option. You will be shown a window, where you can modify the details of the user. After entering your changes click Save.
It is not possible to delete once added user. You may only deactivate the user. Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Choose the user to deactivate, then click the slide-bar in the Active column. Confirm your action in the new dialogue box. To restore your user as active use slide-bar in the Active column again.
Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Choose your user and on the right side of his name click „…” (ellipsis icon), then choose + Add as coworker option. You will be brought to New coworker form, which has to be filled up.
Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Choose your user and on the right side of his name click „…” (ellipsis icon), then choose Connect to coworker option. Choose your co-worker and approve your selection in the separate box.
Go to your Avatar module on the right top side of the page, find Users section and choose Users tab. Choose your user and on the right side of his name click „…” (ellipsis icon), then choose Disconnect from coworker option. Confirm your decision in the separate box.
The category of role (Roles tab) in the system is a set of rights bestowed upon the user. The user may be assigned to only one role within one account.
Important!
Only account’s administrator may modify, add or remove user’s roles.
Go to the configuration and personal settings. Click + New role in the Roles tab. Fill in the appearing form with the following information:
Choose your primary role if necessary. You should also set privileges for a particular role.
A primary role has access to records of users with a secondary role.Primary role has stronger privileges assigned in the system than those assigned to secondary roles.
Each role is granted standard privileges like: the right to read, edit, add, or delete records, and defines the access level, i.e. private and public. Additionally, you may set permissions related to configuration and administration to your role.
You can specify the type of user access for each module:
We have several types of privileges:
We have such access levels as:
Go to the configuration and personal settings. Then, choose the Documents tab and select +New numbering series. Complete the following details in a separate box:
You can use a slider to mark the numbering series as default.
Thanks to these settings, you will fill in the following data only once:
Go to the configuration and personal settings. Then, choose the Taxes tab and select +New single tax. Complete the following details in a separate box:
You can use a slider to mark the tax as default.
There is such a possibility if it hasn’t been used in a previous document. Go to your Avatar module,choose Personal settings, then click Taxes in the Sale section. Choose the „…” (the ellipsis icon) on the right side of your tax and click either Delete or Edit option.
Go to the configuration and personal settings. Then, choose the Taxes tab and select + New tax group. In a separate box, you should complete the name of the tax group and select at least two associated taxes. You can use a slider to mark the tax group as default.
You can edit the added tax group anytime, but you need to remember that the change of its name will be also visible on the list of previously added expenses. You can delete the added expense category if it hasn’t been used in a previous document.
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