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Frequently asked questions

Account settings

How do I change my password?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Change password and then head to the change password section.
3. Confirm your Old password and choose a New password


How do I update my card details?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Account Information option and then head to the account information section of the page on the right.
3. Click add Add Account Information and, then click on Add Bank Information button . Fill the required fields in the form and click Add.


How do I update my address?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Personal Information and then head to the personal information page. In the form showing you can change all your personal information's including address.


How do I update my company info?

1. Log into your Workbeans account and head over to My Company profile by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update Company Info and then head to my company profile page section, you may update company name and category and other details of yours.


How do I update my email address?

You cannot update the email address. You have to reach out to the Workbeans support if you have to update the email address. Alternatively a new account can be created with a new email address.


Booking Calendar

How do I book a freelancer?

1. Click on Find freelancer option from the Top header menu.
2. Click view and book option and select date or time in which you want to book that freelancer and click book now.
3. You should deposit funds to complete the freelancer booking.


How do I know if a freelancer is available?

1. Find appropriate freelancer profile and click on view and book option.
2. Check the desired dates which. Dark green in color indicates the availability of a freelancer.


How do I withdraw a booking request of a freelancer?

1.Click on Freelancer Booking Menu from the Top header menu and head into freelancer booking page.
2.Click on booked tab , you may see list of jobs you have booked with booking date/time information.
3. Click Withdraw Booking for which freelancer you want to withdraw booking.


How do I find the accepted bookings of the freelancer?

1. Click on Freelancer Booking and head into freelancer booking page.
2. click on Accepted Booking tab , you may see list of jobs that freelancer has accepted with booking date/time information.


How do I find the booking requests pending with the freelancer?

1. Click on Freelancer Booking menu from the Top header menu and head into freelancer booking page.
2. Click on the booked tab , you may see list of jobs you have booked with which freelancer has not accepted with booking date/time information.


Job postings

How do I create a job posting?

1. Login to your Workbeans account, Click Post A Job menu from the Top Header Menu.
2. Head into Job Creation page. You can see multiple options like Create a New Job Posting and Clone a Job Posting and click on Continue button.
3. Chose an option and head to Create a job page fill required fields from the form showing, Click on Save button, there you have created a New Job.


How do I post a job posting?

1. Login to your Workbeans account, Click Post A Job menu from the Top Header Menu.
2. Head into Job Creation page. You can see multiple options like Create a New Job Posting and Clone a Job Posting and click on Continue button.
3. Fill required fields from the form showing, Click on Post button.


Can I edit a job posting after is posted?

No, you cannot edit job once you have posted it.


How do I copy/clone a job posting?

1. Login to your Workbeans account, Click Post A Job menu from the Top Header Menu. Head into Job Creation page.
2. Chose the Clone a Job Posting option and there you can see a list of jobs you have posted before, choose any one job that you want to clone.
3. Chick the Clone button, edit the fields from the form showing and click on Post button. you have cloned a job.


Can I attach a reference document to the job posting?

Yes, you can attach any type document you want.


How do I post a job posting for a fixed cost?

Access the job posting. Select rate frequency as fixed from dropdown option.


How do I post an hourly or a daily rate job posting?

Access the job posting. Select rate frequency as per day/ per hour from dropdown option.


Where can I find a job posting, that has been posted?

After posting job, click My job posting menu from the Top header Menu, you may see list of all the jobs you have posted earlier.


How do I create a milestone for a job posting?

1. Click the My Job posting from the header.
2. Click payments and milestone button for which you want to create a milestones.
3. Head to milestone page. There you can create milestones by filling the form and click Create Milestone or Save button.


Freelancer screening

How do I know If a freelancer has expressed interest in the job posting?

1. Click the Job posting menu from the header.
2. You can see the number of freelancers applied for your job postings count near the Job Posting name in My Jobs Posting page.
3. By clicking that link it will take you to the Job details page with the information regarding freelancer who applied for your job.
4. Alternatively, you can find a button called Available freelancers to accedes the freelancers directly who are associated with the job posting.


How do I create a contract for a freelancer?

1. Click the Job posting menu from the header.
2. Click the available freelancers to access the freelancers directly who are associated with the job posting.
3. Chose the freelancer and click the Take action button licking that link it will take you to the Job details.
4. Click on Create Project Agreement link, it will take you to the project agreement page fill out the form and proceed to payment by clicking Send Contract Agreement. After proceeding payment with your card/PayPal, your contract will be created with the freelancer.


Can I send a message to the freelancer during the contract process?

No you cannot message a freelancer while creating initial contract process. Instead you can send message to freelancer after creating a contract from the Send Message option from Take Action dropdown in Jobs detail page.


How do I view the freelancer application?

You can view the freelancer application From the View Application options from the Take Action Dropdown in Jobs Detail page.


How do I view the contract generated?

You can view the Created Contract From the View Project Agreement options from the Take Action Dropdown in Jobs Detail page.


Payment Dashboard

How do I access the receipt for the payment done through the card?

1. Click on the Payment Dashboard menu from the Top Header Menu.
2. Click the appropriate tabs - Recent Payments, Pending Invoices, Freelancer Payments and Job/Wallet Payment.
3. Access all the receipts for your payment accordingly.


How do I approve the pending invoices?

1. Click on the Payment Dashboard menu from the Top Header Menu, there you can see four Tabs (Recent Payments, Pending Invoices, Freelancer Payments and Job/Wallet Payment).
2. Click on the Pending Invoices tab, there you can see all the pending invoices from your freelancers with View, Accept and Reject buttons.
3. Click on view to View details of the invoice and Click Approve to approve the invoice. For a fixed job posting you cannot see a Reject button since milestone rate will be created as the invoice rate.


Can I see the history of the Freelancer payments?

1. Click on the Payment Dashboard menu from the Top Header Menu, there you can see four Tabs (Recent Payments, Pending Invoices, Freelancer Payments and Job/Wallet Payment).
2. Click on the Freelancer Payments tab, there you can see the list of payments you have done for your freelancers with Invoice and Receipt buttons. you can see the details of Invoice and Receipt by click those buttons respectively.


Payment Milestones

How do I update the status of the milestone?

1. Click on Payment and Milestones button on respective job from My Job Posting page.
2. Click the Milestones page and access the respective row of the milestone.
3. You will land into the Work Status page. Select the status (Not Started, In Progress and Delivered) and press the Update status button.


How do I add comments to the milestone?

1. Click on Payment and Milestones button on respective job from My Jobs Posting page.
2. Click the Milestones page and access the respective row of the milestone.
3. Go to the comments section , enter your comments and click Submit Comments.


How do the customer release payment to the freelancer?

1. Access the Payment dashboard from the Header.
2. Access the pending invoices tab.
3. Access the invoices and use the Approve button to release the payments.


Account settings

How do I change my password?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Change password and then head to the change password section.
3. Confirm your Old password and choose a New password


How do I update my bank details?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Account Information option and then head to the account information section of the page on the right.
3. Click add Add Account Information and, then click on Add Bank Information button. Fill the required fields in the form and click Add.


How do I update my bank details?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Account Information option and then head to the account information section of the page on the right.
3. Click add Add Account Information and, then click on Add Bank Information button. Fill the required fields in the form and click Add.


How do I update my address?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Personal Information and then head to the personal information page. In the form showing you can change all your personal information including address.


How do I update my personal info?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on Update button from Personal Information and then head to the personal information page. In the form showing you can change all your personal information including address.


How do I update my email address?

You cannot update the email address. You have to reach out to the Workbeans support if you have to update the email address. Alternatively a new account can be created with a new email address


Booking Calendar

What is My calendar ?

My calendar helps the freelancer to track the pending booking request and the booked requests from the customer.. My calendar facilitates the freelancer to cancel, accept and withdraw the requests


What is acceptance of a booking request from a customer means to the freelancer

Accepting a booking request implies that the freelancer is available on the selected booking dates and time for that customer and the freelancer is ready to available in the time slot.


How do I find the list of accepted bookings requests?

Click on My Calendar menu from Top Header Menu, in my calendar page click on Booked tab to view the list of accepted booking requests.


Do I need to still sign a contract after the booking request from the freelancer?

Yes you have to sign a contract even after accepting the booking request. The contract will provide all the details related to deliverables, cost, project requirements.


Can I cancel a booking request?

Yes You can Cancel the booking before or after accepting the booking request by clicking the Cancel button from Booked or Pending Acceptance tab in My calendar page, While cancelling the booking it will ask for a reason, enter your valid reason, click Confirm.


Projects

What is a project?

Projects implies the Job postings you are currently working on. Click on the Project menu from Top Header. The freelancer can find all the job postings associated wit the customer.


When does the job posting qualifies to be a project?

A project will be assigned to the freelancer when a proposal is requested by the customer or a contract is issued by the customer.


What is the difference between Agency project and current project?

Current Project implies and lists all the individual projects that the freelancer is currently working on. Agency Project are projects those are assigned by the agency to work on a project.


How do I update my work status in a project?

1. Click on Manage Deliverables from the respective job posting from the My Job Posting page.
2. Click on the respective row of the milestone you would like to update the status.
3. Access the Work Status page. Select the status (Not Started, In Progress and Delivered) and update the status


What is manage deliverables used for?

Manage Deliverables is used to track and update the Milestones and deliverables to the customer. You can also use the same page to send updates or clarifications to the customer.


How do I accept a contract?

1. Click on Projects menu from the Top Header menu.
2. Access the Current tab.
3. Pending Contract Acceptance button on the right top of job list panel indicates that there is a contract pending for acceptance.
4. Click that button and fill out the desired fields and press Accept button.


Payment History

How do I track my invoices?

1. Click on the Payment History menu from the Top Header Menu. to access the payment Dashboard page that has three tabs(Payment History, Pending Invoices, Rejected Invoices).
2. Click the appropriate tabs to find the status, invoice details and receipts


How do I raise a invoice for daily or hourly projects?

1. Click on Manage Deliverables button for the desired job posting from My Jobs Posting page.
2. Click the respective row of the milestone to update the status.
3. Update the status to Delivered and click Update Work Status button. The Generate Invoice button will appear.
4. Click Generate Invoice button and head to generate invoice page. Enter the desired information and submit the invoice. Note: You cannot create invoice with rate exceeding the project budget.


Where can I find the rejected invoices?

1. Click on the Payment History menu from the Top Header Menu.
2. Click the rejected invoices tab.


Can I edit an invoice?

No you cannot edit the invoice. Invoice can be re-generated.


How do I generate an invoice for a daily and hourly process?

1. Click on Manage Deliverables button on respective job from My Jobs Posting page.
2. Click the Milestone in the milestones page and update the status in the Work Status page.
3. Update the status to Delivered and click Update Work Status button.
4. Click the generate Invoice button. Enter the number of hours or days you have worked.
Note: You cannot create invoice with rate exceeding the project budget. After entering the quantity, click on Save button. After that Click on Send Invoice button to send invoice to the customer.


Payment Dashboard

How do I access the receipt for the payment done through the card?

1. Click on the Payment History menu from the Top Header Menu.
2. Access the different tabs to access the receipt


Payment Milestones

How do I update the status of the milestone?

1. Click on Manage Deliverables button on respective job from My Jobs Posting page .
2. You will be taken to the Milestones page, there Click on the respective row of the milestone you want to update the status, it will head into the Work Status page .
3. Select the status you want to update from the radio button there with options (Not Started, In Progress and Delivered).


How do I add comments to the milestone?

1. Click on Manage Deliverables button on respective job from My Jobs Posting page.
2. You will be taken to the Milestones page, there Click on the respective row of the milestone you want to update the status, it will head into the Work Status page.
3. Enter the comments in the Comments section and click Submit Comments button.


Profile

How do I publish a profile?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on My profile
3. Fill the necessary information and press the Publish button. Your profile we available for the customers to view and take action.


How do I save a profile?

1. Log into your Workbeans account and head over to Settings by clicking the small thumbnail image dropdown menu from the right corner of the page.
2. Click on My profile
3. Fill the necessary information and press the save as draft button. Your profile will be saved but unavailable to the customers.