products and services Archives | Comidor Platform All-in-one Digital Modernization Tue, 26 Jul 2022 13:33:49 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png products and services Archives | Comidor Platform 32 32 Products and Services https://www.comidor.com/help-center/management/products-services/ Fri, 22 Jul 2022 12:45:36 +0000 http://192.168.1.9:8888/?p=490 Products & Services are billable resources that can be used in projects to identify costs and revenues related to that project. (Software, Hardware, Travel Expenses, etc.). These Products & Services can be used in Project Resource Budgeting. Products & Services can have different costs and sales rates. When creating a job title a product or […]

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Products & Services are billable resources that can be used in projects to identify costs and revenues related to that project. (Software, Hardware, Travel Expenses, etc.). These Products & Services can be used in Project Resource Budgeting.

Products & Services can have different costs and sales rates. When creating a job title a product or service can be linked with that job title. When a job title is assigned to a user it gives the user a billable product or service. And if the user is assigned to a billable project it can track the cost and revenue generated by that user.

Add a new Product or Service

Go to:

  1. Company Setup > Data Management > Products & Services
  2. Click on the + Icon to create a new Product or Service
  3. Add a Code and a short Description then assign a Category from the List. Examples of Categories may be HW/SW, Labour, etc
  4. Select the desired Save option (refer to Quick Reference Guide)New product-service V6.2 | Comidor Platform

Edit and Manage a Product or Service

edit product V6.2 | Comidor Platform

Go to:

  1. Company Setup > Data Management > Products & Services
  2. Click on a Product & Service from the List view
    • Click on the Pencil Icon to edit
    • Amend details e.g. Code, Description, Category
    • Select the desired Save option (refer to Quick Reference Guide)
  3. Click on the Actions Icon to perform the following:
    • Delete to delete the specific product or service
    • Print current Product & Service details. A new tab will open in your browser where you should follow the relevant printing procedure
    • Link a Product or Service with another Comidor entity, e.g. a Project, an Event, etc
    • Notify-send Notes-Notification to specific Comidor groups, Comidor users or external recipients via email (provided that you have already connected your email in the system) about this Product or Service
    • Click on Tags to add a new Tag to the Product & Service e.g. private, group, internal or public. You can also manage previously added tags. Adding Tags to Product & Services will assist with grouping, filtering and finding them
    • Click on Links to add a new Link between this Product & Service and any other Comidor entity e.g. a Project, an Event, a Job Title, etc
  4. Click on the Cost tab to perform the following:
    • Click on the + Icon to start adding Costs on a Product & Service
      • Specify the Company where this Cost will be applied. Specify the Start and End dates. Specify the start and end dates if the cost will change at a later date (e.g. the cost of a billable service may increase in the next financial year). Enter the actual Cost and Billing currency (which can be applied automatically from the Company). Continue by adding the additional Costs such as Overtime, Saturday, Sunday and Public Holiday Costs as required. Finally, the Billing system (per hour or per use) should be defined
      • Select the desired Save option (refer to Quick Reference Guide)
    • To edit a Product & Service Cost, click on it to expand the details
      • Click the pencil button and make any changes you wish
      • Save – the Product or Service Cost will be saved. Alternatively, click Cancel to cancel the procedure.Cost - products& services v.6.2| Comidor Platform
  5. Click on Sales Rates on the left side of the screen to perform the following:
    • Click on the + Icon to add a Sales Rate to a Product or Service
      • Specify the Company where this Sales Rate will be applied. You can assign a related Project and/or Account, specify the Start and End dates and then the actual Price and Currency (which can be automatically applied from Company). The Billing system (per hour or per use) should also be defined
      • Finally, click the checkbox Intercompany Price (Sales Rate) which will be used in Resources Budgeting of Projects.
      • Click on Save to save the new Sales Rate of Product & Service or on Save and New to save this and start creating another one. Alternatively, click Cancel to cancel the procedure
    • To edit a Product & Service Sales Rate, just click on it to expand the details
      • Then, press the pencil button and make any change
      • Click Save. Alternatively, click Cancel to cancel the procedure.
    • Tick the Product & Service Sales rate you want to delete – a delete box will appear below the tick box

Sales Rate - products& services v.6.2| Comidor Platform

6. Click on Assign Responsible Person on the left side of the screen to perform the following:

  • Click on the + Icon to assign a responsible person to a Product or Service
      • Choose the Person who will be responsible for a specific service
      • Specify the Company and the division where this Responsible Person will be assigned
      • Click on Save to save the new Responsible Person of the Service or on Save and New to save this and start creating another one. Alternatively, click Cancel to cancel the procedure
  • To edit a Service Responsible Person, just click on it to expand the details
      • Then, press the pencil button and make any change
      • Click Save. Alternatively, click Cancel to cancel the procedure.
      • Tick the Service Responsible Person you want to delete – a delete box will appear below the tick box

assign resp. person Products& Services V6.2 | Comidor Platform

 

Manage Multiple Products & Services

Go to:

  1. Company Setup > Data Management > Products & Services
  2. Click on the Actions Icon to Export or Print the Products & Services added to Comidor

Before exporting or printing be aware that the current view might be filtered or the result of a search.

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Job Titles (HR Automation) https://www.comidor.com/help-center/people/job-titles-people-management/ Mon, 13 Jun 2022 13:30:14 +0000 https://www.comidor.com/?p=2230 The post Job Titles (HR Automation) appeared first on Comidor Low-code Automation Platform.

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Job Titles allow users to add specific Jobs with their own code and description and then match them with specific abilities and responsibilities. Matching a person with a Job Title will give Managers the ability to add the skills of the Job Title automatically to the person’s profile, together with any other manually added Skills. A Job Title is associated with a specific Job Activity, Job Group, and these are populated automatically when a new person is added, based on the selected Job Title. Finally, Service Costs and Service Sales Costs relate to specific Job Titles. Therefore you can calculate the cost of resources in the financials of the project.

Create a new Job Title

Go to:

  1. Packages > HR Automation> Job Titles.
  2. Click on the + Icon to add a new Job Title
  3. Add a Job Title Code, Title, Description and additional details:
    • Job Activity – you can learn how to add new Categories in Lists-Categories
    • Job Group – you can learn how to add new Categories in Lists-Categories
    • Service – the Job Title may relate to a specific Product or Service. This will give a Job Title specific Cost and Sales Cost rates for specified periods and/or projects. This field may be added later
  4. Select the desired Save option (refer to Quick Reference Guide)Add job title v.6.2| Comidor Platform

Edit a Job Title

Go to:

  1. Packages > HR Automation> Job Titles.
  2. Select the Job Title you wish to edit from the list
  3. Click the Pencil Icon to edit the information you want (all field meanings are explained in Create a Job Title section)
  4. Select the desired Save option (refer to Quick Reference Guide)

edit job title v.6.2| Comidor PlatformView and Manage a Job Title

Go to:

  1. Packages > HR Automation> Job Titles
  2. Select the Job Title you wish to view or manage from the list
  3. On Summary you can view all Job Title information
  4. Switch to Personnel to see all Personnel that is assigned to the Job title. You can see information, such as Personnel Name, Specialty, Education, Division, Contractual Office details etc.

Job title - Personnel v.6.2| Comidor Platform

  1. Click on the Actions’ icon and then Tags to add a new Tag to the Job Title. The tags can be marked as a private, group, internal or public. You can manage existing tags. Adding Tags to Job Titles will assist with grouping, filtering and finding them
  2. Click on Links to add a new Link between the Job Title and any other Comidor object e.g. a Project, an Event, etc
  3. Change View and Change Rights in a Job Title by clicking on Rights
    • Selecting the View Rights tab you can give access to a group that you are a member of. Select multiple groups and /or users from Allow options on the left side of the pop-up box. You can restrict specific users or groups from viewing the Job Title
    • Selecting the Change Rights tab you can give access to a group that you are a member of or select multiple groups and /or users from Allow options on the left side of the pop-up box. You can restrict specific users or groups from viewing the Job Title
  4. Click again on the Actions Icon to view more actions on Job Titles
    • Delete – to delete the Job Title. A pop-up confirmation box appears
    • Print – to print the current view of a Job Title. Print can be also performed from the Printer icon
    • Link with – to add a new Link between this Job Title and any other Comidor entity e.g. a Project, an Event, etc.   
    • Notify – to send a Notification to specific groups, users or external recipients via email (provided that you have already connected your email in the system)Actions icon - Job tiltesv.6.2| Comidor Platform

Vacancies tab – Job Title

  1. In Vacancies, you can add or manage all Vacancies that are related to this Job Title
  2. To add a new Vacancy click the + Icon
    • Fill in the Basic Info, such as the number of vacancies, the related Division and the date that this Vacancy opens. At a later stage, you can add the Date Closed
    • Select the desired Save option (refer to Quick Reference Guide)
  3. In order to edit an existing Vacancy click the vacancy. Click on the Pencil Icon
    • Adjust any details you wish (as explained in the Vacancy creation)
    • Select the desired Save option (refer to Quick Reference Guide)
  4. To manage an existing Vacancy, select vacancy(-ies) and select
    • Delete – a confirmation message will appear
    • Link this Vacancy with any other Comidor object e.g. a Project, an Event, etcvacancies - job titles v.6.2| Comidor Platform

Job Vacancies are also available through Packages > HR Automation > Job Vacancies.

Skills tab – Job Title

  1. Click on Skills in the left panel. You can add or manage the Skills that will be automatically matched with this Job Title
  2. To add a new Skill click on the + Icon:
    • A new form opens where you can search and find an existing Skill, select a Level (if any) and add a description
    • Select the desired Save option (refer to Quick Reference Guide)add skills v.6.2| Comidor Platform
  3. To manage selected Skills of any Job Title, multi-check Skills and select between:manage skills v.6.2| Comidor Platform
    • Delete – to delete the selected Skills from that Job title (a confirmation box will appear)
    • Link with other Comidor entity e.g. a Project, an Event, etc

responsibilities v.6.2| Comidor Platform

Responsibilities tab – Job Title

  1. Click on Responsibilities in the left panel to manage this Job Title’s responsibilities
  2. To add a new Job Responsibility click the + Icon
    • Fill in the Description. Attach a File to add the full description of the Job Responsibility. The File will need to have been uploaded to the Document Management System before it can be attached
    • Select the desired Save option (refer to Quick Reference Guide)
  3. To manage existing Job Responsibilities select Job Responsibility(-ies) and then:
    • Delete – a confirmation message will appear
    • Link this Job Responsibility with any other Comidor object e.g. a Project, an Event, etc

Manage multiple Job Titles

Go to:

  1. Packages > HR Automation> Job Titles.
  2. Select the Job Title(s) you wish to manage from the list
    • Delete – to delete the selected Job Title(s). A pop-up confirmation box appears
    • Link with – to add a new Link between this Job Title(s) and any other Comidor object e.g. a Project, an Event, etcmanage job titles v.6.2| Comidor Platform

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