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BoondManager's Help Center
Tutorials
Tutorials
Intranet
What is an Intranet?
How to submit your timesheet on BoondManager?
How to request an absence and check leaves balance?
Submitting your expenses
Consultants, manage your activity on the go with the BoondManager mobile app!
Navigation, notifications, sharing & searching engine
Notification Center
Saving your searches
Configuring my account
Accessing multiple BoondManager interfaces
Using action filters to identify the relevant cards
BoondSuggest: find the best profiles!
See all 15 articles
Vocabulary
Contractual ADC (Average Daily Cost)
Actions
Managing actions and reminders
Creating templates for actions
Candidates
Create a candidate profile
Configuring your module's columns
Overview tab of your card
Create a candidate straight from LinkedIn
Converting a Candidate into a Resource
How to delete a candidate?
HR management
Create a Resource from A to Z
Tracking and managing your Resources
Managing probation periods
Managing documents with an expiration date
Absences planning
BoondForms for Resources
See all 9 articles
Products
Products 101: The Complete Guide
CRM
Creating a company or contact directly from LinkedIn
Merging 2 CRM contacts
Merging CRM companies
Use the flags to qualify and search for contacts
Creating a new company in the CRM
Creating a new contact in the CRM
Opportunities
Manage the opportunities
Automatic Opportunities Weighting
Optimize your positionnings with AI!
Creating and defining positionings
Transform an opportunity into a project
Projects
Creating a fixed-price project from A to Z
Creating a Time & Materials project from A to Z
Position a standard profile on your opportunities
Delivery types: a new approach for analysis
Creating & Managing delivery groupings
Extending a project or delivery
See all 7 articles
Purchases
Structure purchases
How to create and pay your subcontracting purchases
Activity & expenses
Client signature on timesheets
Mandatory leave
Workplaces management
How to manage your collaborators' exceptional activity
Billing
Collect your resources' timesheets and attach them to your invoices
Monthly Invoicing: Invoicing a Times & Materials project
Banking reconciliation
Exporting your electronic invoices (Factur-X, CII)
Managing billing intermediary
QR Invoices
See all 12 articles
Reporting
Advanced Reporting: Glossary
Control and manage your business with Advanced Reporting
Explanation and configuration of reporting
Administration
Creating and configuring a role
Import your data on your BoondManager interface
Create and configure a Manager account
📅 Personalize your resources' calendar !
⚒️ Customizing types of activity for your resources
Configuring miscellaneous rights of a module
See all 10 articles
Flags
Create and manage your flags
Apps
GDPR consent
Managers, explore the BoondManager mobile app and take control on the go 📱
Emailing : send emails via BoondManager
Data Closing
Emergency Contacts
Equipment loan: keeping track of your equipment has never been easier!
See all 36 articles
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