Welcome to new CE3 Update

Upcoming weeks several changes will take place on the platform. To ensure your smooth transition to the new version of the platform, we provide you with FAQs below.
This page will be updated gradually following the updates of the platform.
From now on you can find faqs and all the othe docs below.

Frequently Asked Questions CE3

General

What is Connecting-Expertise?


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.

Company

What modules are available on the platform?


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.

How to log in to the platform

Why am I receiving an email to update my account?


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.

How to log in to the platform

How can I log in to the platform?


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.

How to log in to the platform

What are the requirements for my password?


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.

General functionality

How do I use the filter function?


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.

General functionality

How can I adjust the order of columns?


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.

Working with Customer Requests

What is shown in the ‘requests’ module?


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).

Working with Customer Requests

How do I view the details of a request?


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.

Working with Customer Requests

How do I respond to a request?


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.’

Working with Customer Requests

How do I track the status of my proposals?


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.

Managing human resources

What is the difference between ‘human resources’ and ‘users’?


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.

Managing human resources

How do I manage my human resources?


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.

Managing human resources

How do I delete human resources?


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.’

Managing human resources

Where can I perform onboarding and offboarding actions?


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.

Working with customer data

What customer information can I view and manage?


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.

Personal settings

How do I manage my profile information?


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).

Personal settings

How do I set my notifications?


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

Personal settings

What does the delegation function entail?


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.

Personal settings

How can I change my password or deactivate my account?


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

Administration

How do I manage the company settings?


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.

Support

How can I get support for using the platform?


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

Support

Where can I go with a content-related question?


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.

General

What are the ‘admin settings’ and how can I use them?


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.

Company

How can I change my company details?


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

Company

How do I add bank account numbers?


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

Activities

How do I add specializations to my profile and what are they for?


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.

Activities

How do I set my geographical work areas?


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

Departments

How do I add new departments?


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.’

Departments

How do I modify the settings of an existing department?


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

Notifications

How do I manage notifications for sellers?


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.

Roles

How do I manage the roles for sellers?


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.

Reports

How do I manage report accessibility?


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.

Users

How do I create a new user?


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 [email protected].

Users

How do I modify user settings?


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.

Users

How do I delete a 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 ‘***.’

Support

How can I contact support?


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