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.