# BizBone ## Docs - [Getting Started](https://docs.bizbone.com/erp/welcome/getting-started.md) - [User Interface Overview](https://docs.bizbone.com/erp/welcome/user-interface-overview.md) - [Introduction](https://docs.bizbone.com/erp/business-development/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/business-development/dashboard.md) - [Opportunities](https://docs.bizbone.com/erp/business-development/opportunities.md) - [Pipeline](https://docs.bizbone.com/erp/business-development/pipeline.md) - [Contact Management](https://docs.bizbone.com/erp/business-development/contact-management.md) - [Contract Vehicles/IDIQs/BPAs](https://docs.bizbone.com/contract-vehicles-idiqs-bpas.md) - [Partner Management](https://docs.bizbone.com/erp/business-development/partner-management.md) - [Documents](https://docs.bizbone.com/erp/business-development/documents.md) - [Reports](https://docs.bizbone.com/erp/business-development/reports.md) - [Requests](https://docs.bizbone.com/erp/business-development/request.md) - [Introduction](https://docs.bizbone.com/erp/hr/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/hr/dashboard.md): Provides an overview of key workforce metrics, employee data, and Human Resources activities. Customize dashboard views to monitor organizational trends, workforce management, and HR operations. - [Vetting](https://docs.bizbone.com/erp/hr/vetting.md): Supports the candidate screening process by centralizing candidate information, enabling verification, tracking vetting status, and managing progression through hiring stages up to the offer phase. - [Candidate Offer](https://docs.bizbone.com/erp/hr/candidate-offer.md): Manages the offer process from creation to completion. Track offer status, monitor candidate responses, and manage acceptance or decline outcomes. - [Onboarding](https://docs.bizbone.com/erp/hr/onboarding.md): Manages the transition of individuals from candidates to employees. Supports communication and tracking completion of pre-boarding and new hire activities. - [Employees](https://docs.bizbone.com/erp/hr/employees.md): Serves as the central repository for employee records. Store, view, and manage essential employee information throughout the employment lifecycle. - [Benefit](https://docs.bizbone.com/erp/hr/benefits.md): Manages employee benefit programs, including enrollment, updates, and plan selection. Supports ongoing administration of health, retirement, and other benefit offerings. - [401k Plan](https://docs.bizbone.com/untitled-page-2.md) - [Performance Review](https://docs.bizbone.com/erp/hr/performance-review.md): Facilitates structured employee performance evaluations. Configure review criteria based on roles and goals, manage participation, and track review completion. - [General Training](https://docs.bizbone.com/erp/hr/general-training.md): Manages organizational training programs and employee development activities. Includes tracking course completion, participation, and performance-based training requirements. - [Offboarding](https://docs.bizbone.com/erp/hr/offboarding.md): Supports the employee exit process by managing required tasks such as exit interviews, asset return, system access removal, and final administrative steps. - [Advanced Agreement](https://docs.bizbone.com/erp/hr/advanced-agreement.md): Manages employee agreements and salary advance requests. Includes workflow tracking, HR approval processes, and integration with payroll systems for advance calculation and disbursement. - [Clearance Initiation](https://docs.bizbone.com/erp/hr/fso-clearance-initiation.md): Manage and track the initiation of employee security clearance requests, including the status and related clearance information. - [Clearance Verification](https://docs.bizbone.com/erp/hr/clearance-verification.md) - [Clearance Management](https://docs.bizbone.com/erp/hr/clearance-management.md) - [VAR Management](https://docs.bizbone.com/erp/hr/var-management.md) - [Labor Category](https://docs.bizbone.com/erp/hr/labor-category.md) - [Transition Phase](https://docs.bizbone.com/erp/hr/transition-phase.md) - [Reports](https://docs.bizbone.com/erp/hr/reports.md) - [Requests](https://docs.bizbone.com/erp/hr/requests.md) - [Introduction](https://docs.bizbone.com/erp/recruitment/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/recruitment/dashboard.md) - [Job Management](https://docs.bizbone.com/erp/recruitment/job-management.md) - [Candidate Profile](https://docs.bizbone.com/erp/recruitment/candidate-profile.md) - [Candidate Offer](https://docs.bizbone.com/erp/recruitment/candidate-offer.md) - [Candidate Archive](https://docs.bizbone.com/erp/recruitment/candidate-archive.md) - [Transition Phase](https://docs.bizbone.com/erp/recruitment/transition-phase.md) - [Reports](https://docs.bizbone.com/erp/recruitment/reports.md) - [Request](https://docs.bizbone.com/erp/recruitment/request.md) - [Introduction](https://docs.bizbone.com/erp/timekeeping/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/timekeeping/dashboard.md) - [Personal Timesheet](https://docs.bizbone.com/erp/timekeeping/personal-timesheet.md) - [Team Timesheet](https://docs.bizbone.com/erp/timekeeping/team-timesheet.md) - [Elevated Timesheet](https://docs.bizbone.com/erp/timekeeping/elevated-timesheet.md) - [Employee Management](https://docs.bizbone.com/erp/timekeeping/employee-management.md) - [Reports](https://docs.bizbone.com/erp/timekeeping/reports.md) - [Requests](https://docs.bizbone.com/erp/timekeeping/request.md) - [Leave Request](https://docs.bizbone.com/erp/timekeeping/leave-request.md) - [Introduction](https://docs.bizbone.com/erp/payroll/introduction.md) - [Payroll Schedule](https://docs.bizbone.com/erp/payroll/payroll-schedule.md) - [Payroll Processing](https://docs.bizbone.com/erp/payroll/payroll-processing.md) - [Time Card](https://docs.bizbone.com/erp/payroll/time-card.md) - [Employees](https://docs.bizbone.com/erp/payroll/employees.md) - [Benefits](https://docs.bizbone.com/erp/payroll/benefits.md) - [Reports](https://docs.bizbone.com/erp/payroll/reports.md) - [Third Party](https://docs.bizbone.com/erp/payroll/third-party.md) - [Request](https://docs.bizbone.com/erp/payroll/requests.md) - [Introduction](https://docs.bizbone.com/erp/self-service/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/self-service/dashboard.md) - [Profile](https://docs.bizbone.com/erp/self-service/profile.md) - [Task List](https://docs.bizbone.com/erp/self-service/task-list.md) - [My Review](https://docs.bizbone.com/erp/self-service/my-review.md) - [Pending Review](https://docs.bizbone.com/erp/self-service/pending-review.md) - [Benefits](https://docs.bizbone.com/erp/self-service/benefits.md) - [Policy & Procedure](https://docs.bizbone.com/erp/self-service/policy-and-procedure.md) - [General Training](https://docs.bizbone.com/erp/self-service/general-training.md) - [Security Clearance](https://docs.bizbone.com/erp/self-service/security-clearance.md) - [Internal Consultant](https://docs.bizbone.com/erp/self-service/internal-consultant.md) - [Employee](https://docs.bizbone.com/erp/self-service/employee.md) - [Labor Category](https://docs.bizbone.com/erp/self-service/labor-category.md) - [Advance Agreement](https://docs.bizbone.com/erp/self-service/advance-agreement.md) - [Introduction](https://docs.bizbone.com/erp/admin/introduction.md) - [Account Management](https://docs.bizbone.com/erp/admin/account-management.md) - [Roles & Permissions](https://docs.bizbone.com/erp/admin/roles-and-permissions.md) - [Data Restriction Policy](https://docs.bizbone.com/erp/admin/data-restriction-policy.md) - [Organizational Charts](https://docs.bizbone.com/erp/admin/organizational-charts.md) - [Business Processes Overview](https://docs.bizbone.com/erp/admin/business-process-overview.md) - [Leave Request Business Process](https://docs.bizbone.com/erp/admin/leave-requests.md): Configure and customize the workflow used to process Leave Requests. - [Document Number](https://docs.bizbone.com/erp/admin/document-number.md) - [Company Profile](https://docs.bizbone.com/erp/admin/company-profile.md) - [Billing Profile](https://docs.bizbone.com/erp/admin/billing-profile.md) - [Integration](https://docs.bizbone.com/erp/admin/integration.md) - [FAQ Management](https://docs.bizbone.com/erp/admin/faq-management.md) - [Settings](https://docs.bizbone.com/erp/admin/settings.md) - [Introduction](https://docs.bizbone.com/erp/accounting/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/accounting/dashboard.md): Provides an overview of key financial metrics, accounting activities, and organizational spending. Customize dashboard views to monitor financial performance, accounting operations, and business trends. - [Fiscal Year Management](https://docs.bizbone.com/erp/accounting/fiscal-year-management.md) - [Advanced Agreement](https://docs.bizbone.com/erp/accounting/advanced-agreement.md) - [Bank Accounts](https://docs.bizbone.com/erp/accounting/bank-accounts.md) - [Cost Center](https://docs.bizbone.com/erp/accounting/cost-center.md) - [Chart of Accounts](https://docs.bizbone.com/erp/accounting/chart-of-accounts.md) - [Charge Code](https://docs.bizbone.com/erp/accounting/charge-code.md) - [Pool Settings](https://docs.bizbone.com/erp/accounting/pool-settings.md) - [Indirect Cost Report](https://docs.bizbone.com/erp/accounting/indirect-cost-report.md) - [Assets (MISSING)](https://docs.bizbone.com/erp/accounting/assets.md) - [Fund Setup](https://docs.bizbone.com/erp/accounting/fund-setup.md) - [Appropriation Accounts](https://docs.bizbone.com/erp/accounting/appropriation-accounts.md) - [Encumbrance Tracking](https://docs.bizbone.com/erp/accounting/encumbrance-tracking.md) - [Grant Management](https://docs.bizbone.com/erp/accounting/grant-management.md) - [Pay Schedule](https://docs.bizbone.com/erp/accounting/pay-schedule.md) - [Employees](https://docs.bizbone.com/erp/accounting/employees.md) - [Time Card](https://docs.bizbone.com/erp/accounting/time-card.md) - [Journal Entry](https://docs.bizbone.com/erp/accounting/journal-entry.md) - [General Ledger DO NOT DELETE](https://docs.bizbone.com/erp/accounting/general-ledger.md) - [Account Reconciliation](https://docs.bizbone.com/erp/accounting/account-reconciliation.md) - [Bank Reconcilation](https://docs.bizbone.com/erp/accounting/bank-reconcilation.md) - [Program](https://docs.bizbone.com/erp/accounting/program.md) - [Unbilled Expense](https://docs.bizbone.com/erp/accounting/unbilled-expense.md) - [Invoice](https://docs.bizbone.com/erp/accounting/ar-invoice.md) - [Billing](https://docs.bizbone.com/erp/accounting/billing.md) - [AR Aging](https://docs.bizbone.com/erp/accounting/ar-aging.md) - [Cash Receipt](https://docs.bizbone.com/erp/accounting/cash-receipt.md) - [Partner](https://docs.bizbone.com/erp/accounting/partner.md) - [Invoice](https://docs.bizbone.com/erp/accounting/ap-invoice.md) - [AP Aging](https://docs.bizbone.com/erp/accounting/ap-aging.md) - [AP Voucher](https://docs.bizbone.com/erp/accounting/ap-voucher.md) - [Cash Disbursement](https://docs.bizbone.com/erp/accounting/cash-disbursement.md) - [Checks](https://docs.bizbone.com/erp/accounting/checks.md) - [Document](https://docs.bizbone.com/erp/accounting/documents.md) - [Reports](https://docs.bizbone.com/erp/accounting/reports.md) - [Request](https://docs.bizbone.com/erp/accounting/request.md) - [Introduction](https://docs.bizbone.com/erp/supply-chain/purchasing/introduction.md) - [Purchase Orders](https://docs.bizbone.com/erp/supply-chain/purchasing/purchase-orders.md): Manage purchase orders used to procure goods and services. Supports the creation, tracking, approval, and management of purchasing transactions throughout the procurement process. - [Vendors](https://docs.bizbone.com/erp/supply-chain/purchasing/vendors.md): Manage vendor records used throughout the purchasing process. Supports vendor information, product pricing, and supplier details to facilitate purchasing and procurement activities. - [Introduction](https://docs.bizbone.com/erp/supply-chain/inventory-management/introduction-2.md) - [Warehouse](https://docs.bizbone.com/erp/supply-chain/inventory-management/warehouse.md) - [Location](https://docs.bizbone.com/erp/supply-chain/inventory-management/location.md) - [Inventory Items](https://docs.bizbone.com/erp/supply-chain/inventory-management/inventory-items.md) - [Inventory Transactions](https://docs.bizbone.com/erp/supply-chain/inventory-management/inventory-transactions.md): Manage inventory transactions that record stock movements throughout the inventory lifecycle. Supports transaction creation, operational details, and inventory movement tracking. - [Inventory Adjustments](https://docs.bizbone.com/erp/supply-chain/inventory-management/inventory-adjustments.md) - [Business Partners](https://docs.bizbone.com/erp/supply-chain/inventory-management/business-partners.md) - [Report](https://docs.bizbone.com/erp/supply-chain/inventory-management/report.md) - [Introduction](https://docs.bizbone.com/erp/supply-chain/product-management/introduction-1.md) - [Product Catalog](https://docs.bizbone.com/erp/supply-chain/product-management/product-catalog.md): Manage product records available within the system. Supports product creation, maintenance, categorization, pricing, and inventory management. - [Product Variants](https://docs.bizbone.com/erp/supply-chain/product-management/product-variants.md): Manage product variants associated with a product. Supports the maintenance, and organization of product options, such as size, color, or style. - [Product Categories](https://docs.bizbone.com/erp/supply-chain/product-management/product-categories.md) - [Product Attributes](https://docs.bizbone.com/erp/supply-chain/product-management/product-attributes.md) - [Price List](https://docs.bizbone.com/erp/supply-chain/product-management/pricelist.md) - [Introduction](https://docs.bizbone.com/erp/supply-chain/order-management/introduction-3.md) - [Customers](https://docs.bizbone.com/erp/supply-chain/order-management/customers.md) - [Sales Order](https://docs.bizbone.com/erp/supply-chain/order-management/sales-order.md) - [Introduction](https://docs.bizbone.com/erp/crm/introduction-4.md) - [Leads](https://docs.bizbone.com/erp/crm/leads.md): Manage lead records throughout the sales process. Supports capturing, tracking, qualifying, and converting potential customers into business opportunities. - [Opportunities](https://docs.bizbone.com/erp/crm/opportunities.md) - [Pipeline](https://docs.bizbone.com/erp/crm/pipeline.md) - [Contact Management](https://docs.bizbone.com/erp/crm/contact-management.md) - [Partner Management](https://docs.bizbone.com/erp/crm/partner-management.md) - [Documents](https://docs.bizbone.com/erp/crm/documents.md) - [Onboarding Tickets](https://docs.bizbone.com/erp/crm/onboarding-tickets.md) - [Introduction](https://docs.bizbone.com/erp/contract-management/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/contract-management/dashboard-4.md) - [Needs Action](https://docs.bizbone.com/erp/contract-management/needs-action.md) - [NDA/TA](https://docs.bizbone.com/erp/contract-management/nda-ta.md) - [Prime Contracts](https://docs.bizbone.com/erp/contract-management/prime-contracts.md) - [Subcontracts](https://docs.bizbone.com/erp/contract-management/subcontracts.md) - [Vendor Contracts](https://docs.bizbone.com/erp/contract-management/vendor-contracts.md) - [Internal Consultant](https://docs.bizbone.com/erp/contract-management/internal-consultant.md) - [Contract Vehicles/IDIQs/BPAs](https://docs.bizbone.com/erp/contract-management/contract-vehicles-idiqs-bpas.md) - [Partner Management](https://docs.bizbone.com/erp/contract-management/partner-management.md) - [Documents](https://docs.bizbone.com/erp/contract-management/documents.md) - [Reports](https://docs.bizbone.com/erp/contract-management/reports.md) - [Requests](https://docs.bizbone.com/erp/contract-management/requests.md) - [Introduction](https://docs.bizbone.com/erp/pm/introduction.md): The Program Management module provides tools to manage programs throughout their lifecycle, including program planning, performance tracking, workforce management, financial oversight, deliverables, contract information, and program documentation. Supports managing program activities and resources f… - [Dashboard](https://docs.bizbone.com/erp/pm/dashboard.md) - [Program Management](https://docs.bizbone.com/erp/pm/program-management.md): Manage programs created from successfully won business opportunities. Supports assigning program managers, viewing assigned programs, and creating Ad Hoc Programs. - [Performance Goals](https://docs.bizbone.com/erp/pm/performance-goals.md) - [Partner Management](https://docs.bizbone.com/erp/pm/partner-management.md) - [Documents](https://docs.bizbone.com/erp/pm/documents.md): Manage and organize program-related documents, including contracts, reports, and compliance records. Supports uploading, storing, and accessing files throughout the program lifecycle. - [Reports](https://docs.bizbone.com/erp/pm/reports.md) - [Requests](https://docs.bizbone.com/erp/pm/requests.md) - [Introduction](https://docs.bizbone.com/erp/insights/introduction.md) - [Insights](https://docs.bizbone.com/erp/insights/insights.md): View all public posts. - [My Posts](https://docs.bizbone.com/erp/insights/my-posts.md): View self-authored posts and drafts. - [Calendar](https://docs.bizbone.com/erp/insights/calendar.md): View upcoming company events including birthdays, work anniversaries, and holidays. - [Introduction](https://docs.bizbone.com/erp/it/introduction.md) - [Dashboard](https://docs.bizbone.com/erp/it/dashboard.md): Provides an overview of key IT Management metrics, activities, and operational data. Customize dashboard views to monitor performance, trends, and activities relevant to organizational goals. - [Software](https://docs.bizbone.com/erp/it/software.md): Manage software assets and their associated licensing information. Supports maintaining software records, tracking licenses and license agreements, and managing service pack information. - [IT Asset](https://docs.bizbone.com/erp/it/it-asset.md): Manage IT assets and their associated inventory information. Supports tracking asset quantities, usage and storage status, and physical condition across IT equipment such as workstations, printers, and access points. - [Non-IT Asset](https://docs.bizbone.com/erp/it/non-it-asset.md): Manage non-IT assets and their associated inventory information. Supports tracking asset quantities, usage and storage status, and physical condition across workplace equipment such as chairs, desks, and projectors. - [Virtual Host & VMs](https://docs.bizbone.com/erp/it/vh-vms.md): Manage Virtual Host and Virtual Machine assets and their associated inventory information. Supports tracking asset quantities, usage and storage status, and physical condition across workplace equipment such as chairs, desks, and projectors. - [Available Assets](https://docs.bizbone.com/erp/it/available-assets.md) - [Loaned Assets](https://docs.bizbone.com/erp/it/loaned-assets.md) - [Transition Phase](https://docs.bizbone.com/erp/it/transition-phase.md) - [Reports](https://docs.bizbone.com/erp/it/reports.md) - [Requests](https://docs.bizbone.com/erp/it/requests.md) - [Candidate Portal](https://docs.bizbone.com/erp/external/candidate-portal.md) - [Supplier Portal](https://docs.bizbone.com/erp/external/supplier-portal.md)