Training courses

Discover our range of training courses to help you get the most out of your Veryswing solution, tailored to your business needs.

About the course

Target audience

Cette formation s’adresse à toute entreprise et tout utilisateur des applications VSActivity, VSExperience ou VSPortage souhaitant acquérir des connaissances et monter en compétences sur l’utilisation de ces applications.
The target audience can be tailored according to the chosen programme and their role within the organisation.

Training objectives

By the end of the course, participants will be able to:

Registration details

Course schedule and fees

Planning

Duration

Price

The cost of the training course is quoted on a case-by-case basis and calculated according to your requirements.

Teaching methods and resources

The training courses are tailored to the participants, and the methods used are adapted according to:

The teaching methods used are:

Demonstration: the trainer demonstrates the app’s features live in a replica of the users’ environment to help them understand it and guide them step by step.
Active and participatory: participants use the app in real time within their own environment to encourage learning by doing and reinforce retention.
Inquiry-based: the trainer asks questions to identify existing knowledge or genuine needs; this allows the teaching approach to be tailored and ensures that learners are actively involved.
Expérentielle : des cas métiers issus directement du contexte du client sont présentés afin de contextualiser l’apprentissage dans l’environnement de travail des stagiaires.

The teaching methods used are:

Teaching staff

Monitoring and evaluation of results

In order to ensure that training courses are properly monitored and their outcomes assessed, the following measures have been put in place:

Accessibility

Training accessible to people with disabilities.
Please let us know in advance so that we can adjust the arrangements if necessary.
The Act of 5 September 2018 on ‘freedom to choose one’s professional future’ aims to facilitate access to employment for people with disabilities. Our organisation strives to give everyone the same opportunities to enter or remain in employment. We can adapt some of our training arrangements; to this end, we will work with you to assess your needs.
Disability Liaison Officer: Hélène COGNEAU, referent-handicap@veryswing.com

Training programme

Overview / Administration

Overview/Administration

Definition of the concept of an entity and the impact of how entities are organised within the
various modules
Management and configuration of entities
Definition of security groups and security perimeters, and their impact on users’ rights and access
Management of security groups and security perimeters
User management, the impact of their affiliation with their organisation, the case of employees and
contractors
Management of user authentication, password policy,
external authentication via Google and Entra ID, and sending login details to users

Cross-functional settings

Definition of the concept of an alert
A closer look at the different alerts and how to configure them
Definition of the concept of action triggers
A closer look at the various action triggers and how to configure them: recipients,
message personalisation
An introduction to configuring workflows and their specific features: Level 1/2, manager, sales representative/operations manager, super-approver, observer

Human Resources

Management of employees in the staff register
Creating staff records and completing their HR details
Management of employee documents
Securing access to HR records and sensitive data
Configuring employment contract types and linking them to annual leave and RTT balances
Drafting and amending employment contracts
Configuring absence categories and their impact on approval and the annual leave and RTT balances
Configuring the absence approval process
Special circumstances: illness, time away from work and between contracts
Initialisation and management of absence counters
Configuring expense types: types, limits, impact on meal allowances,
security groups
Management of mileage rates: cars/two-wheelers, different bands of kilometres
travelled with a switch to a flat-rate system
Opening of the expenses submission process for staff
A closer look at configuring expense approval settings
Onboarding and offboarding management
Payroll preparation concepts: prepared payroll, finalised payroll
Payroll setup: the month in which various data are collected
Using the payroll preparation module: data sources for the various tabs, locking the payroll
Month-on-month reconciliation: identifying data that has changed since the last payslip
Configuring payroll exports: formatting and content
Managing application settings specific to payroll exports
Generating exports and retrieving data

Recruitment

Definition and impacts of the various standards
Configuration and specific features of each reference framework: statuses, skills, languages, qualifications, schools, etc.
How the candidate tracking module works
Using the candidate tracking module: entering and editing candidate details, using semantic analysis, and the LinkedIn add-on
Using the candidate file: recruitment activities, documents, employment contracts, CVs
Converting a candidate into an employee

Trade

Understanding the pre-sales and after-sales stages of the sales cycle
Management of the accounts database and prospective contacts
Using sales tasks relating to prospects, opportunities and sales proposals
Management of the sales opportunity and proposal lifecycle
Converting leads into customers
Converting sales proposals into business deals
Checking every aspect of the target transaction (correct invoicing terms, date of signature, relevant references)
Business development and retention: different types of projects, allocation of
resources, decisions regarding logistics and invoicing
Management of billing terms over time
Management of analytical axes
Summary and indicators on business matters
Link to time recording
Management of the customer accounts and contacts database: customer files, contacts, addresses, documents
Management of trade associations and rights
Using the client file

Activity

Configuring internal wage headings
A closer look at the various time-recording modules: CRA, timesheets and the mobile app
Configuring the validation and verification process for recorded times
Using the CRA management module: checking and validation
The concept of planning in a service-based society
The difference between monthly and half-day planning
Using half-day planning: colour settings, automatic planning, security, zoom and manual editing
Using monthly planning: automatic planning, security and manual editing
Half-day planning: internal time categories and absences carried forward into the schedule, flexible planning, planning of internal activities. View of the actual activity approved in the schedule.
Impact of the planning method on the entry of sales proposals and deals
Reading the indicators on the planning screens and interpreting the monthly staff forecast report
Copy the schedule to the CRA and the CRA to the schedule
Using and setting up the ‘My Schedule’ screen
Creating a pre-generated travel authorisation from a case or from scratch
Configuring expenses relating to business trip orders and the impact on time recording and payroll processing
Issuing a work order to an employee, with the employee confirming it directly within the application
Customising the document template used for issuing travel orders
Creating and planning a project follow-up: who is involved, status management, planning
Customising assignment tracking document templates for printing
Entering the mission follow-up report and distributing it, attaching documents

Billing

Explanation of how to use invoice templates to automatically generate invoices from billing items: time logged, flat-rate charges, resales, and costs to be re-invoiced
Creating and editing invoice templates: configuring the header and description lines by type of sales to be invoiced
Invoices in English
Configuring payment methods
Management of invoicing terms: customers and deals
Tracking billing terms over time
Explanation of the principle of pro forma invoices, invoice validation and the link between pro forma invoices and invoices
Changes that can be made to draft invoices before they are approved: changing the date, adding notes, adding attachments
Management of invoice templates and billing terms
Approval of draft invoices
Invoicing management and payment tracking: full or partial
Management of customer reminders for outstanding payments
Sending invoices to customers
Configuring accounting exports: formatting and content
Configuring accounting interfaces
Generating exports and retrieving data

Purchasing

The concept of subcontractors and other suppliers: links to business, re-invoicing and users
Creating and amending accounts payable and subcontractor accounts
Module for entering and managing supplier and subcontractor invoices: entry, amendment, payment
Using the module for processing subcontracts and resales: analysis, invoice receipt and data entry
Generation of supplier payment files in SEPA format for submission to the bank

Financial management

Configuring items in the profit and loss account and the budget
Using operating account reports
Budget preparation and entry
Analysis of the budget against actual figures
PCA/FAE Analysis

Are you interested in a training course?

If you are interested in our training courses, please contact your account manager.

He will get back to you within 48 hours to help you with your project.

Useful links

Find out more in our training materials, which you can download here: