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

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

When you are migrated to the new version, you will automatically 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, then 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. The username is always used to log in; it is set when your account is created and cannot be changed afterward. The email address is used for communication, such as receiving password recovery instructions and other notifications. This differs from the previous version of the platform, where your email address was also your username.

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

Click the filter button in the top-right corner of your overview screen. You can search for specific data by entering criteria such as customer or reference. The filter will automatically search based on the criteria entered. You can also save filters by clicking the ‘save’ button below the input fields. You must then name the filter. Once saved, you can find the filter in the ‘filter preference’ menu in the top-right corner. To activate or deactivate a filter, simply click on the filter name.

You can adjust the order of the columns by clicking the column symbol at the top right of the overview (next to the filter icon). You can drag the columns to rearrange the order. You can also check or uncheck columns here. The changes made will be saved automatically.

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

Click on the request in the overview. This will open a detail page with all the necessary information to decide whether to submit a proposal. Depending on the customer’s settings, the contact information of the customer or requester may also be displayed here.

You can submit a proposal on a request by clicking the action button at the top right and then selecting ‘create proposal.’ Creating a proposal involves several steps. In the first step, you provide general information. Here you also select which human resource you want to propose. Note: This process differs from the previous version. By working with human resources, you can easily propose the same human resource for 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 the filter icon. A new window will appear with all human resources, allowing you to filter by entering 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 is not yet in the list. You can also manage your employees by clicking on ‘human resources’ in the menu on the left. Depending on the customer’s settings, there may be additional steps, such as providing extra information, uploading documents, and adding skills. After creating your proposal, you will be taken to the proposal’s overview page. Note: After creating your proposal, it will not be automatically published. To publish your proposal, click the action button at the top right and then select ‘publish.’

To navigate to the overview of your proposals, click on ‘requests and proposals’ in the left menu, then select the ‘proposals’ menu item. In the ‘proposals’ menu, you can view all proposals that have ever been created. You can filter these using the filter button at the top right. As with requests, you can also save your filters here. The filter is set by default to proposals with the status ‘draft’ or ‘published.’ If you want to view proposals with other statuses, you can do so by checking multiple statuses in the filter. In the proposals overview screen, 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 individuals you want to propose for a customer request, while users are your company’s employees who need access to the platform to perform tasks such as viewing requests and submitting proposals. Managing human resources and users is done in two different sections of the platform: In the ‘human resources’ menu on the left, you can manage and add human resources that you intend to propose or have already proposed for a customer request. Managing users can be done via ‘admin settings.’ You can only navigate to this menu if your user has the ‘Admin’ role. In this menu, you will find the ‘users’ submenu where you can manage your company’s users.

You can manage your human resources by clicking on ‘human resources’ in the left menu. You will see an overview of all human resources that you can propose or have already proposed for a customer request. To add a new human resource, click the ‘create’ button at the top right. You can find more information about a particular human resource by clicking on it. You will then be taken to the details screen, where you can link documents and see whether this human resource is associated with one or more proposals and/or assignments.

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

Onboarding and offboarding actions can be performed via the ‘contractor actions’ submenu in the ‘human resources’ menu. Depending on the customer’s settings, you may be asked to provide 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 vary by customer, meaning that you may see different functionalities for some customers compared to others.

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 account management (reset password or delete user).

You can manage your notifications by clicking on your profile at the top right of the screen. From there, you can navigate to notifications.

The delegation function allows you to temporarily transfer your roles and permissions to another user within your organization. This is useful during absence/leave. Enter the user, start date, and end date, then click ‘save.’ If you wish to delegate your role, remember that: • This function is only intended for temporarily granting access: it should not be used when someone leaves the organization. • You should only delegate your profile to a user who can follow up on your files correctly. Please check with the HR contact 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 organizational data, creating and deleting users, setting company specifications, and managing email notifications. These options are only available if your user role has the required permissions. If not, a user with the appropriate permissions can modify your role or add an extra role that does have these permissions, giving you access to the desired functions. More information can be found in the FAQ about admin settings.

For technical support, you can contact Connecting-Expertise via 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, you can contact the dossier’s contact person. Contact information can be found on the detail page of the relevant dossier. The displayed data depends on the customer’s settings.