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USER GUIDE

How to use Prozence,
step by step.

Every task says who it is for, where it is in the app, and shows the screens. The employee guide is for everyone; the admin and operator guide covers setup and module management.

The people, companies, addresses and phone numbers in the screenshots are fictional.

Employee guide

for everyone who uses the app every day. 21 chapters

  1. 00 Getting started Signing in (SMS, personal email and invitation without a company email; shared device), adding the app to your phone's home screen, navigation, language, My profile
  2. 01 Digital business card and Identity Kit My card, sharing, QR, contact card, Wallet, meeting background, lock screen, printed card, NFC, corporate photo
  3. 02 Email signature Adding the signature to Gmail, Outlook and Apple Mail, short signature, out-of-office note, social media
  4. 03 Adding cards (business card scanning) Business card photo, badge, manual entry, adding from a signature, voice note, sharing a contact from phone contacts, vCard file
  5. 04 Customer directory People and companies, filtering, notes, reminders, sharing, import / export, merging
  6. 05 Events and trade fairs Event mode, trade fair questions, trade fair board, thank-you email
  7. 06 Board and intranet Board, Company Agenda, Team Square, surveys, Pulse, Wiki, policies, calendar, suggestions / complaints
  8. 07 Internal services Index: the new places of the tasks that moved (20–28); Services screen, My vehicle, onboarding steps
  9. 08 Directory and organization Company directory, organization chart, teammate profile, the person covering for me
  10. 09 Notifications Bell, phone notifications, notification preferences, weekly summary
  11. 17 Expenses, business advances and per diem Adding an expense, per diem (harcırah), business advance, offset against an advance, approving as an approver
  12. 19 Reports My reports, management report, period / department / person filters, CSV
  13. 20 Prozence mobile app Installing the app, connecting to your company, signing in, changing the company, phone notifications, location and office Wi-Fi for work time, privacy, signing out
  14. 21 Employee leave My leave, leave types and rules, annual / half-day / travel leave, advance leave, the person covering for you, leave form and handing it in with a QR code, manager approval
  15. 22 Time and attendance Work time box and today's plan, checking in at the office (office network, QR code), from home / remote / on site, location and selfie, check-out reason, This month, correction, location tracking, My team
  16. 23 Requests Opening a request, following it, giving information, confirming a resolved request; for the people who handle requests: incoming requests, canned replies, the Overview board
  17. 24 Parcels, mailroom and purchasing Picking up your parcel, sending a parcel / courier, Mailroom desk, purchase request, approval, supplier list
  18. 25 Shuttle and canteen Shuttle line and stop, not riding, riding another shuttle, driver screen, meal menu, attendance, rating, canteen QR code, guest
  19. 26 Meeting rooms and visitors Booking rooms and parking spaces, Google Calendar, visitor pre-registration, reception desk, people inside, self-registration with a QR code
  20. 27 Emergencies, occupational safety and the occupational physician Emergency plan and banner, I’m Safe, emergency response teams, reporting an emergency, near miss, occupational physician appointment and encrypted consultation
  21. 28 Fixed assets and asset assignment My assets, confirming receipt, reporting an incident, inventory count; for the people responsible for assets: Assets, assigning, incidents, QR label, import

Admin and operator guide

for the people who install and set up the app and manage the modules (Admins, module admins and operators: HR, administrative affairs, accounting, marketing, IT). 13 chapters

  1. 10 Administration and setup Installing on WordPress, setup wizard, Management panel, employees, permissions and module roles, sign-in methods and invitations for employees without a company email
  2. 11 Brand, identity and signature management Brand, business card design, signature center, banners, Identity Kit templates, corporate photo
  3. 12 Customer directory administration Card reading, sources, tags, relationship tracking, enrichment, mailbox, CRM
  4. 13 Integrations Google Workspace, Microsoft 365, chat channels, Zoom, Wallet
  5. 14 Services and human resources management Index: the new places of the tasks that moved (29–32); roles, vehicle assignment, onboarding, payroll
  6. 15 Multiple companies, language, KVKK and license Group companies, languages, KVKK (Turkey's personal data protection law) / GDPR tools, license, analytics
  7. 16 Troubleshooting Common problems and their solutions
  8. 18 Expense management and accounting Expense policy, per diem, advances, accounting approval, payment, reports
  9. 19 Reports My reports, management report, period / department / person filters, CSV
  10. 29 Time and attendance management The four tabs of the work time settings, registered offices, employee–office link, working outside the office, work schedules, QR code screen, permissions, export to timesheet and payroll software, location tracking
  11. 30 Employee leave management Working days, seniority tables, holidays, leave type rules, carry-over and advance leave, signed form tracking, approvers, approval flow, balances, handing in with a QR code, payroll export
  12. 31 Request, mailroom, purchasing and fixed asset management Request categories and target times, canned replies, mailroom, purchasing and asset assignment settings, permissions
  13. 32 Shuttle, meal, visitor and emergency management Service modules and roles, shuttle lines, meal menu, canteen entry, booking, Google Calendar, visitor settings, emergency plan, teams, I’m Safe, OHS (occupational health and safety, İSG), occupational physician

Screenshots show the Turkish interface of Prozence with fictional "Örnek Teknoloji A.Ş." data; the English interface has the same layout.

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