Boond Manager Help Center

Tutorials

Create a candidate profile

Share your Technical Data via a link !No more large attachments or manual work: share your technical files easily via an online view-only link.

Merging 2 candidates

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?

Create a Resource from A to Z

Tracking and managing your Resources

Creating your resources' intranet accounts and sharing their access

Delete and/or deactivate a Manager account

Employees' seniority

BoondForms for Resources

Absences planning

Managing documents with an expiration date

Managing probation periods

How to deduct a meal advantage based on declared expenses?BoondManager allows you to define the types of expenses that should deduct a meal advantage.

How to submit your timesheet on BoondManager?

Submitting your expenses

How to request an absence and check leaves balance?

What is an Intranet?

Consultants, manage your activity on the go with the BoondManager mobile app!

Managing actions and reminders

Creating templates for actions

Products 101: The Complete Guide

Creating a new company in the CRM

Creating a new contact in the CRM

Qualify the billing contact details of your clients

Use the flags to qualify and search for contacts

Creating a company or contact directly from LinkedIn

Merging CRM companies

Merging 2 CRM contacts

Transform an opportunity into a project

Creating and defining positionings

Manage the opportunities

Optimize your positionnings with AI!

Automatic Opportunities Weighting

Creating a Time & Materials project from A to Z

Creating a fixed-price project from A to Z

How to fill in a project card ?

Extending a project or delivery

Creating & Managing delivery groupments

Delivery types: a new approach for analysis

Position a standard profile on your opportunities

How to create and pay your subcontracting purchases

Structure purchases

Activity & expenses

How to manage your collaborators' exceptional activity

Workplaces management

Client signature on timesheets

Mandatory leave

Manage invitations in expensesAllow your managers to invite other resources to their expense reports.

Creating & qualifying your orders

Banking reconciliation

Exporting your electronic invoices (Factur-X, CII)

Managing billing intermediary

Monitoring your invoice payments

Collect your resources' timesheets and attach them to your invoices

Schedule Billing : Invoicing your fixed-price project

Invoice Verification

Display your client's address on invoices

Monthly Invoicing: Invoicing a Times & Materials project

Explanation and configuration of reporting

Control and manage your business with Advanced Reporting

Advanced Reporting: Glossary

📅 Personalize your resources' calendar !

⚒️ Customizing types of activity for your resources

Creating and configuring a role

Configuring miscellaneous rights of a module

Configuring access rights for cards of a module

Configuring search rights for a module

Tracking and analyzing the end of processes

Import your data on your BoondManager interface

Create and configure a Manager account

Contractual ADC (Average Daily Cost)

PlanProduction - Graphic display of reported times & absence requests

PostProduction - managing invoices, production turnover and scheduled payments

AbsenceBalances

Contracts - Resource contract management

GCalendar & GMail

OrganizationChart

Emailing : send emails via BoondManager

Creating & sending quotations

CreateActivityDocuments

AnsweringValidators

ResourcePlanner

IntranetAccounts

ExceptionalActivity

ExtractPayroll : monitoring timesheet submissions and preparing for payroll processing

HRFLOW : creating a candidate via a CV

Connect and create automation between your different applications with Zapier

Configuring and using alerts

Installing & configuring an app

Digital Workplace

Equipment loan: keeping track of your equipment has never been easier!

Emergency Contacts

Ringover (by BoondManager)

Managers, explore the BoondManager mobile app and take control on the go

Create and manage your flags