The ‘admin settings’ allow administrators to personalize the Connecting-Expertise software for their company. If you have a role with the rights to manage ‘admin settings,’ you will see the ‘admin settings’ module in the menu on the left. This section provides an overview of all possible actions for administrators. In this menu, you will find the following submenus: company, activities, departments, notifications, roles, reports, and users.

Go to the ‘company’ section and make the desired changes. Fields marked with an asterisk (*) are mandatory. Don’t forget to click ‘save.’

Click on ‘bank account numbers’ and add new account numbers. You can also modify or delete existing account numbers.

Select the domains in which you are active under ‘specializations’ in the ‘activities’ menu. The customer’s requests sent to these specializations will then appear in your overview.

Select the countries where you are active under ‘geography’ in the ‘activities’ menu. Remember to click ‘save’ here as well.

Click the button in the top right corner to add new departments. Settings from the parent department can be copied to the new department. Departments can be classified under other departments to create multiple levels. Don’t forget to click ‘save.’

Click on the three dots next to the department and then click ‘edit.’ You can manage details, users, and external references.

You can activate or deactivate notifications for different roles within your company. This can be managed in the ‘notifications’ menu, a submenu of ‘admin settings.’ Changes are saved by clicking ‘save.’ Users can deactivate their own notifications or specify whether they want to receive notifications immediately, daily, or never. Assigning a role to a user does not necessarily mean that the user will receive all notifications associated with that role, as each user can decide for themselves which notifications they receive. You can view which notifications are set for each user by going to the ‘admin settings’ menu and then opening the ‘users’ submenu. On the detail page of the relevant user, you will find an overview of all configured notifications for that user under the ‘notifications’ tab.

You can activate or deactivate permissions for the available roles within your company. You can also add new roles via the button at the bottom, ‘add role.’ When adding a new role, provide a logical code for the role, and below that, enter the role in three languages. After creating the role, you can specify which rights the role should have in the overview screen. You can also restrict the rights of this role to ‘own department and subdepartment(s)’ and ‘own department’ by clicking on the three dots and then on ‘access.’ After fully setting up the role, you can assign it to users. To assign a role to a user, go to the ‘users’ section, a subsection of ‘admin settings,’ click on the user, and then click on the ‘roles’ tab. Here you can assign one or more roles to the user per department. Note that you can link the user to a specific department with a role that has access to ‘own department and subdepartment(s).’ In this case, the user has the rights of this role for the department to which they are added and all its underlying departments.

You can choose which reports are accessible to which roles. You can add new report groups via the ‘add report group’ button. You can then link a report to a report group by clicking on the three vertical dots next to the report group’s name. Be sure to enable the slider for the roles that need access to the reports after adding the report.

In the ‘users’ section, a subsection of ‘admin settings,’ you can add a new user by clicking on ‘create’ in the top right. Fill in the requested information. Note: The email address and username must be unique on the platform, and the username is used by the user to sign in to the platform and cannot be changed afterward. The email address is used for communication, such as receiving password reset instructions and other notifications. After creating the user, it is important to assign the user to at least one department with one or more roles. Once the user is created, they will receive an activation email to activate the account. Note: This activation link is valid for 72 hours. If the link has expired, please contact us at support@connecting-expertise.com.

Click on the three dots next to the user you want to edit and then click ‘edit.’ This includes changing the associated departments with the corresponding roles for the selected user.

Click on the three dots next to the user you want to delete and then click ‘delete.’ Deleted users are anonymized according to GDPR regulations, with personal data replaced by ‘***.’

For support, you can contact Connecting-Expertise via email: support@connecting-expertise.com or by phone at +32 (0)3 / 304 83 76. Support is available on weekdays from 8:30 AM to 5:30 PM CET.

Besides a fresh new design, there are several functional changes: When creating a user account, you now need to choose both a username and an email address. The username cannot be changed afterward and is used to log in to the platform. The email address is used for communication, such as receiving password reset instructions and other notifications. This differs from the previous version of the platform, where your email address was also your username. The process for submitting proposals has changed. In the new version, you can no longer directly enter candidate data. You now start by selecting a human resource (this can also be yourself) before proceeding. If necessary, you can easily create a new human resource during the process. This approach offers several advantages. You no longer need to repeatedly enter the same data when you want to propose the same candidate multiple times, which not only saves time but also reduces the chance of errors. Moreover, linking files such as proposals and assignments to a unique human resource ensures that you always have a clear and organized overview. You can see on the detail page of a human resource to which files this human resource is linked. Candidate data from previously created proposals will be automatically converted into human resources. If you have responded to requests in the past, the list of human resources will already contain data. If you have proposed the same person multiple times, you will notice that multiple records have been created. This is because we do not always have a unique identification of a proposed candidate in old proposals. These multiple records can, if necessary, be easily managed later.

Connecting-Expertise is an independent, real-time online platform for working with temporary workforce such as consultants, temporary workers, and freelancers. The platform supports all steps related to working with temporary workforce, such as creating requests, selecting candidates, managing assignments, entering timesheets, and invoicing.

The platform consists of four modules: requests, assignments, timesheets, and financial documents. This is the FAQ for the complete supplier environment and therefore describes all available functionalities.

When you are transferred to the new version, you receive an email requesting you to update your user account. This is necessary to ensure that all data and settings are correctly set up in the new version.

To log in to Connecting-Expertise, go to app.connecting-expertise.com. Enter your username and password and click on ‘sign in’. If you have forgotten your password, click on ‘forgot password’ and follow the instructions to request a new password. Note: You have both a username and an email address. You always use the username to log in; this is set when creating your account and cannot be changed afterward. The email address is used for communication, such as receiving password reset instructions and other notifications. This is different from the previous version of the platform, where your email address was also your username.

Your password must be renewed every three months. It must contain at least 12 characters, including an uppercase letter, a lowercase letter, a number, and a special character. It must also be different from the previous five passwords.

Click on the filter button in the top right corner of your overview screen. You can request specific data by entering criteria such as client or reference. When entering data, the filter automatically starts searching based on the entered criteria. You can also save filters by clicking on the ‘save’ button under the input fields. You then need to give a name to the filter. After the filter is saved, you can find it in the ‘filter preference’ menu at the top right. You can activate or deactivate a filter simply by clicking on the name of the filter.

You can adjust the order of the columns by clicking on the column symbol at the top right of the overview (next to the filter icon). You can drag the columns to adjust the order. You can also check and uncheck columns here. The changes you apply are automatically saved.

The ‘requests’ module shows an overview of all received requests. The overview contains information such as publication date, deadline for response, title of the request, name of the company, type of request (invitation or market place), and number of positions (the number of positions you can fill as a supplier).

Click on the request in the overview. This opens a detail page with all the necessary information to decide whether you want to submit a proposal. Depending on the client’s settings, the client’s or requester’s contact information is also displayed here.

You can submit a proposal on a request by clicking on the action button at the top right and then on ‘create proposal’. Creating a proposal happens in several steps. First step: You provide general information. Here, you also select the human resource you want to propose. Depending on the client’s settings, additional steps may follow, such as providing extra information, uploading documents, and adding skills. After creating your proposal, you arrive at the overview page of your proposal. Note: This is a different operation than in the previous version. By working with human resources, you can easily propose the same human resource on multiple requests. For all proposals made in the previous version of the tool, a human resource will automatically be created. When creating a proposal, you can filter this list of human resources by clicking on the filter icon. A new window appears with all the human resources on which you can filter by filling in one or more fields at the top. You also have the option to click on the ‘create’ button to add a new human resource if it does not yet appear in the list. You can also manage your human resources by clicking on ‘human resources’ in the menu on the left. Note: After creating your proposal, it is not automatically published. To publish your proposal, click on the action button at the top right, then click on ‘publish’.

To navigate to the overview of your proposals, click on ‘requests and proposals’ in the left menu, then select the menu item ‘proposals’. In the ‘proposals’ menu, you can view all proposals that have ever been created. You can filter these via the filter button at the top right. Just like with requests, you can also save your filters here. The filter is by default set to proposals with status ‘draft’ or ‘published’. If you want to view proposals with other statuses, you can do so by checking multiple statuses in the filter. Some statuses such as ‘longlisted’ and ‘shortlisted’ are not shared by all clients. In the overview screen of proposals, you can click on a specific proposal to open the detail page.

It is important to distinguish between human resources and users. Human resources are the people you want to propose for a client request, while users are the employees of your company who need access to the platform to perform tasks such as viewing requests and submitting proposals. Managing human resources and users therefore happens in two different places on the platform: • In the ‘human resources’ menu on the left, you can manage and add human resources that you want to propose or have already proposed on a request from a client. • Managing users can be done via ‘admin settings’. You can only access this menu if you have the role ‘Admin’. In this menu, you will find the submenu ‘users’ where you can manage the users of your company.

You can manage your human resources by clicking on ‘human resources’ in the menu on the left. You get an overview of all the human resources that you can propose or have already been proposed for a client’s request. Adding a new human resource can be done via the ‘create’ button at the top right. You can find more information about a specific human resource by clicking on it. You then arrive at the detail screen where you can, among other things, link certain documents and see if this human resource is linked to one or more proposals and/or assignments.

To delete human resources, go to the list of human resources by clicking on ‘human resources’ in the menu on the left. Then click on the three dots next to the human resource and click on ‘delete’.

You can perform onboarding and offboarding actions via the submenu ‘human resource actions’ in the ‘human resources’ menu. Depending on the client’s settings, you may be asked to fill in certain information, upload documents, or complete other steps as part of the onboarding or offboarding process.

The platform consists of four modules: requests, assignments, timesheets, and financial documents. The available modules and information may differ per client, which means that you will see different functionalities for some clients than for others.

Entering your timesheets is still done via https://customer.connecting-expertise.com/index.php?event=contractor.login with the login details that were sent to you. However, you can view your timesheets via https://app.connecting-expertise.com/.

You can manage your profile by clicking on your profile at the top right of the screen. Here, you can navigate to your profile to manage your personal information, roles, notifications, external references, delegation, and manage your account (reset password or delete user).

You can manage your notifications by clicking on your profile at the top right of the screen and then selecting ‘notifications’.

Push notifications are the notifications displayed within the platform. Currently, only notifications via email are supported.

The delegation function allows you to temporarily transfer your roles and rights to another user within your company. This is useful during absence or vacation. Enter the user, start date, and end date, and click on ‘save’. If you wish to delegate your role, it’s important to remember that: • This function is only intended to temporarily pass on access; it should not be used when someone leaves the company. • You should only delegate your profile to a user who can correctly follow up on your files. Check with your HR contact person if you have any questions about this. • It is possible to delegate part of your roles to another user.

Click on your user profile at the top right. Under ‘manage my account’, you can change your password or deactivate your account.

The ‘admin settings’ section offers functions for managing company data, creating and deleting users, setting company specifications, and managing email notifications. These options are only available if your user role has the required rights. If this is not the case, a user with the appropriate rights can adjust your role or add an extra role that does have these rights, so you have access to the desired functions. More explanation about this can be found in the FAQ regarding admin settings.

For technical support, you can contact Connecting-Expertise via email at support@connecting-expertise.com or by phone at +32 (0)3 / 304 83 76. Support is available on weekdays from 8:30 AM to 5:30 PM CET.

Connecting-Expertise only provides technical support for the platform. For content-related questions about requests, selections, and more, you can contact the contact person of the file. Contact information can be found on the detail page of the relevant file. The data displayed here depends on the client’s settings.