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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. 24 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 (My Space), language, My profile, the person to call in an emergency
  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 Today card, My requests, Board, Company Agenda (announcement priority), 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 and limit exception, offset against an advance, estimated payment date, expense paid with a company card, approving as an approver
  12. 19 Reports My reports, management report, period / department / person filters, CSV
  13. 20 Prozence mobile app Installing the app, starting with your work email, 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 and the balance breakdown, leave types and rules, annual / half-day / travel leave, attaching a document, advance leave, the person covering for you, leave form and handing it in with a QR code, cancellation and cancellation request, manager and deputy approval
  15. 22 Time and attendance Work time box and today's plan, checking in at the office (office network, QR code, automatic check-in), from home / remote / in the field, location and selfie, not coming in today, overtime, check-out reason, This month, correction, My record history, location tracking, My team
  16. 23 Requests Opening a request, following it, giving information, rating or reopening a resolved request, turning it into a task; 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 route and stop, shuttle suggestion by district, overtime shuttle, 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, the nearest free slot, editing a booking, Google Calendar, visitor pre-registration, reception desk (pre-registration on behalf of someone else, assigning a host, room and parking occupancy), people inside, self-registration with a QR code
  20. 27 Emergencies, occupational safety and the occupational physician Emergency plan and banner, full-screen alert and siren, I’m Safe and people waiting for help, emergency response teams, emergency contacts, reporting an emergency, near miss, workplace accident report, corrective action, occupational physician appointment and encrypted consultation
  21. 28 Fixed assets and asset assignment My assets, confirming receipt, reporting an incident and an IT request from a fault, device replacement, reports, archiving, inventory count; for the people responsible for assets: Assets, assigning, incidents, QR label, import
  22. 33 Tasks and projects My tasks, board and list, subtasks, checklist, dependencies, manager approval, Projects, visibility roles, recurring projects, Performance
  23. 34 Candidate referral and referral bonus Open positions, referring a candidate, my referrals and stages, bonus
  24. 35 Sign-in security: phone approval and authenticator app Phone approval, authenticator app, sign-in approval screen, mandatory second step, signing out on all devices

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). 19 chapters

  1. 10 Administration and setup Installing on WordPress, setup wizard, Admin panel, employees, permissions and module roles, sign-in methods and invitations for employees without a company email, closing employees' sessions, the impact window when turning a module off, CSP violation reports, marking an employee as left in the app and planned departures
  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, company-based HR scope
  7. 16 Troubleshooting Common problems and their solutions
  8. 18 Expense management and accounting Expense policy, per diem, advances, company cards, 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, timesheet and export to payroll software, location tracking, who is ready for automatic attendance and notices
  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, leave of employees who are leaving
  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 routes, shuttle assignment and overtime shuttle, meal menu, canteen entry, booking, Google Calendar, visitor settings, emergency plan, teams, I’m Safe, OHS (occupational health and safety, İSG), occupational physician
  14. 36 Task, project and referral management Turning on the Projects and tasks module and its settings, projects whose owner has left, referral settings, candidates and positions, bonus
  15. 37 Budget preparation, approval and reports Budget screen and roles, period and version, splitting a department budget into 12 months, shared costs, Excel plan template, sending for approval, approval and correction, putting into effect, revision, Reports → Budget
  16. 38 Budget management: setup, permissions and personnel cost Turning on the module, budget manager and technical admin, emergency access, permissions and scope, audit log, categories and account codes, currency and rates, allocation keys, personnel cost, payroll calculation (I'll enter it myself / Prozon), Country
  17. 39 Budget actuals: accounting upload Monthly trial balance / ledger upload, column mapping, editing profiles, account rules and department codes, unmapped lines, mapping lines one by one, reconciliation, uploading the same month again, undo, personnel actuals (HR)
  18. 40 Workflows Turning on the module, ready-made templates (new employee, leaving employee, purchasing threshold, month-end close, role and pay change, document and certificate expiry, second approval in budget), template settings, draft and versions, History, Errors, Documents, Start manually, Audit, who sees what
  19. 41 Chat: internal messaging Turning on the module, the Messages button and the Google Chat tab, direct and group conversations, department groups and the Whole company channel, reply / edit / delete / reaction / @mention, attachments, read receipts and typing, Start meeting (Meet / Teams), search, notifications and muting, Admin settings (who can use it, retention, manager read access), abuse reports, my data

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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