Account & security

• Set up two-factor authentication (2FA)

Users & organization

• Configure your notification preferences
• Create a custom role
• Invite users to your organization
• Manage departments
• Manage your team (users)
• Roles and permissions explained
• Working with multiple organizations

Hiring a contractor

• Add a contractor
• Can a contractor have more than one contract?
• Choose an agreement and signatory (Compliance step)
• Contractor vs EOR employee: what’s the difference?
• Pre-fill contractor details from a resume or contract
• Set job details, service duration, and payment terms
• What information we collect about a contractor — and why

Contracts & signing

• How contract signing works
• Send a contract for signing
• View and manage contracts
• What happens after you invite a contractor

Managing & ending contracts

• Amend a contractor’s contract
• Cancel or reinstate a contract
• Extend or renew a contract
• Offboard or terminate a contractor
• Upcoming and active contracts: what you can change

Invoicing & payments

• How contractor invoices are generated
• How do I reject or dispute a contractor invoice?
• How do I review, approve, and pay contractor invoices?
• How do I set a contractor’s invoicing frequency?
• How does contractor invoice auto-approval work?
• How your organization’s time zone affects automatic billing

Billing schedules

• Billing schedule types and when to use each
• How billing schedules become invoices
• Schedule adjustments explained

Funding & payouts

• How invoice funding works and how long it takes
• How payments and payouts work
• How the payout date is calculated
• Understanding payroll runs
• What to do if a payment fails to fund

Time & Attendance

• Create and manage projects
• How projects, timesheets, and time off work together
• Log and submit your timesheets
• Projects and how you log time to them
• Request time off
• Review and approve time-off requests
• Review and approve timesheets
• Set up approval policies

Productivity Monitoring

• Classify apps and websites for productivity
• Download and connect the desktop agent
• Monitor team productivity with Productivity Insights
• What the desktop agent collects — and what it doesn’t

Submitting invoices

• Can I edit or cancel an invoice after I submit it?
• Create and submit an invoice
• How do I add expense line items to my invoice?
• Why are some of my invoices generated automatically?
• Why was my invoice auto-approved or auto-submitted?
• Will my invoices be created for me, or do I create them?

Getting paid

• How invoicing works (statuses explained)
• What currency will I be paid in, and how does the exchange rate work?
• What do the payout statuses mean, and why is mine still processing?
• When will I get paid? How your payout date works

My Profile & Documents

• Add multiple bank accounts and set a default
• Add or update your bank account
• Does Flamingo handle my taxes, and what documents can I download?
• Download your contract and invoices
• Finding your routing number or SWIFT/BIC code
• Why was my bank account rejected?

Troubleshooting

• Something went wrong — what to do
• What time zone are dates and times shown in?
• Why can’t I do this? Access and permission errors
• Why won’t my form save?
• You’ve been logged out or your session expired