Modules
Information and help regarding modules in Backoffice
By Backoffice1 author20 articles
- Custom Shift Types — OverviewCustom shift types let your organisation define specialised work arrangements, absence categories, or informational markers with individual payroll, tabelis, and display rules.
- Creating and Managing Custom Shift TypesStep-by-step guide to creating, editing, deactivating, and deleting custom shift types, including category constraints and real-world examples.
- Custom Shift Types — Tabelis & Payroll IntegrationHow custom shift types integrate with the Lithuanian tabelis report and payroll calculations: tabelis codes, cost multipliers, and norm counting.
- Automatic Break RulesHow to set up tiered break rules that are automatically applied based on actual worked hours: creating tiers, zone overrides, and role exclusions.
Documents
Backoffice Documents module
- Documents Module OverviewLearn what the Documents module is, its key components, and how to use it to create, send, and sign documents.
- Documents: FAQ & TroubleshootingFrequently asked questions and troubleshooting tips about the Documents module — file formats, variables, statuses, generation, signing, and permissions.
- Managing Document TemplatesLearn how to upload, activate, archive, and edit document templates — from draft to active template.
- Template Variables & Automatic FieldsLearn how variables work in document templates — types, configuration, auto-fill sources, and best practices.
- Template Settings & ConfigurationLearn how to configure document naming patterns, numbering, default settings, and metadata.
- Generating Documents from TemplatesStep-by-step instructions for generating a document from an active template — from employee selection to PDF preview and saving.
- Managing Generated DocumentsLearn how to view, filter, download, and delete generated documents — statuses, PDF viewer, and activity history.
- E-Signing DocumentsDetailed instructions on how to send documents for e-signing via Dokobit integration — adding signers, signing purposes, and session management.
Communication
Chat module documentation
- Chat Module OverviewLearn what the Chat module is, its key components, and how to use it to communicate with your team.
- Chat: FAQ & TroubleshootingAnswers to the most common questions about the Chat module and troubleshooting tips.
- Creating and Managing ChannelsLearn how to create new channels, edit their settings, archive, and delete channels in the Chat module.
- Sending and Managing MessagesLearn how to send, edit, delete, pin, and copy messages in the Chat module.
- Mentions and NotificationsLearn how to use @mentions, manage notification preferences, and understand system messages in the Chat module.
- File AttachmentsLearn how to attach files to messages, preview images, and download attachments in the Chat module.
- Channel PermissionsLearn how channel permissions work, how to add job role permissions, and how to set user overrides in the Chat module.
- Channel Info PanelLearn how to use the Channel Info panel to view channel details, members, pinned messages, and settings.