What's new
Person Bulk Document Export
We are pleased to introduce a new feature that enhances efficiency and streamlines document management based on user feedback.
New Feature:
Users can now export multiple documents from an employee profile in a single workflow.
Permissions Required:
A new report permission, 'Document Download', has been introduced and is defaulted to on for System Administrators.
When enabled, a new 'Document Download' button will be available on the Docs screen within the employee's profile under Documents.
Functionality:
Selecting 'Document Download' will open a new screen, allowing users to select which documents they want to export.
Users can choose to select all or specific documents for download/export.
Documents will then be available from the devices ‘downloads’ area. Note the downloads won’t be available from within the web download area.
Previous Limitation:
Previously, documents had to be downloaded individually, which was time-consuming.
This enhancement saves valuable time by enabling users to export multiple documents in one go, improving overall efficiency and document management.
We believe this update will enhance the user experience by streamlining the document export process.
Terminated User
We’re excited to announce that we’re enabling the editing of terminated employee details, in order to ensure more accurate reporting on terminated employees.
New feature:
Administrators can now open terminated employee records and edit the termination details.
Permission required:
A new permission, “Termination Editor” has been introduced and is defaulted to ON for System Administrator
When enabled, a user can go in and edit the record of a terminated employee from their employment record.
Functionality:
When opening a terminated employees record, the managerial role is able to edit the following items on the record:
Exit Interview Date
Reason Notes
Notice Given
Re-Employ Notes
Reason Description (dropdown)
DoNot Re-Employ
Work / Workspace Email Address
Previous limitations:
Previously, terminated employee records could not be edited.
Asset Screen UI Update
We’re pleased to introduce enhancements to the Asset Screen, allowing users to capture and view the monetary value of assets assigned to employees. This update improves the accuracy and management of asset records within employee profiles.
New Feature:
Administrators can now record the monetary value of assets directly against an employee’s record. This is not available via Self-service.
The Asset Overview screen has been updated to display the recorded value alongside other asset details.
UI Update:
The Asset Overview screen has been refreshed for a more intuitive user experience, making it easier to view and manage employee assets.
Customer Request:
This feature was added in response to customer feedback, highlighting the need for better asset management within employee records.
Pay History Screen Enhancement
We’ve made an improvement to the Pay History screen to streamline administrative tasks and provide clearer salary information for employees.
New Column:
A new column, “Actual Salary,” has been added alongside the existing Full-Time Equivalent (FTE) Pay. This allows for a more accurate reflection of an employee's earnings history.
Purpose:
This enhancement was driven by customer requests to reduce the time spent gathering detailed pay history information.
Efficiency Gain:
Administrators can now quickly access both FTE Pay and Actual Salary, reducing the need for manual calculations or additional queries.
Bulk Pay Claim Import
We’re excited to introduce a new bulk import feature for Pay Claims, designed to simplify and accelerate the process of managing large volumes of pay claims.
New Feature:
Administrators can now bulk paste pay claims into a Pay Claim Batch through the new “Bulk Import” option.
How It Works:
After creating a new batch, users can select “Bulk Import” to open a popup window where they can paste pay claim details.
The system will validate the following details:
Employee Number: Confirms the employee is active during the batch period and associated with the correct section.
Date: Must fall within the pay claim batch period.
Date Format: Must be in DD/MM/YYYY format.
Element Code: Must match a valid Pay Element Code (not the description).
Value Check: The value must be greater than zero.
Special Characters: No special characters are allowed in the input fields.
Error Handling:
If errors are found, the popup will remain open, and cells with errors will be highlighted in red.
After correcting the errors, the cells will turn amber to indicate changes.
Users can then revalidate and save the batch.
Purpose:
This feature aims to reduce the time and effort involved in processing multiple pay claims, ensuring accuracy and efficiency.
Pay Claims Value Column Logic Change
We have altered the logic within the Pay Claims Standard Report so that the Value column takes into account whether the payment basis is in hours or cash.
New Feature:
The Value column within the Pay Claims report now takes into account the basis for the claim. If the basis is Cash, then this is a fixed amount and the value column will simply show the value entered when the Pay Claim was created. If the basis is Hours, then the value column will now take this into account and the Value column will be the number of hours the claim is for, multiplied by the hourly rate of the staff member the claim is against.
Purpose:
Previously, the value column within the Pay Claims report directly correlated to the Value entered when Entering a Pay Claim, this was a particular issue when the Pay Claim is entered in Hours, where the value would be the hours. Now the reports Value column reflects directly what is being paid, by taking into consideration the Basis of the claim.
View the Details of Historical Additions and Deductions
You are now able to drill into historical payment additions and deductions, even if they have been sent to Payroll.
You are not able to edit them, but can now see the details.
New Feature:
Going into an employee’s Payroll – Pay screen for a member of staff that has got Additions or Deductions to their Basic Pay, but has been submitted to Payroll previously could not view the details that were entered when it was created. Now there is a View button against each record so the details can be seen.
Purpose:
As the record is displayed within the employees screen as the sum of addition or deduction, it was not always immediately obvious how the sum was calculated, especially if the addition or deduction was entered using hours. Now, because we can drill down into it and see the hours and rate entered, it is much easier to see and find out.
Email Address Now Mandatory in Termination Wizard
When processing an employee via the termination wizard. The personal email address is now mandatory
New Feature:
During the ‘Account’ step of the Termination Wizard, the user is requested to provide a Personal Email Address
Purpose:
Terminated employees require a personal email address to continue logging into their self-service portal to view and download payslips. Making this mandatory ensures there is no issue in provisioning this service and removes the risk of the email address being missed.
Applicant Tracking System (ATS) Integration Update
We’ve added additional fields to the existing ATS API, enabling Work Contact details to be provided leading to reduced administrative time and effort.
New Feature:
The following fields have been added to the API:
Work Email
Work Address
Work Mobile Number
Work Telephone Number
Extension Number
How It Works:
Existing users of the ATS integration should liaise their ATS partners to include the above fields.
Consideration should be given to copy the personal email address into the Work Email field automatically.
Purpose:
This feature aims to reduce the time and effort involved in onboarding new starters into the People system.
📌 Note: If you have any questions on our Applicant Tracking Integrations, please reach out to your Customer Success or Support Team for more information.
Holiday Balance Reports
We’re pleased to introduce two new standard reports: "Holiday Balance - Days" and "Holiday Balance - Hours." These simplified reports are designed to give managers clearer insight into their employees' holiday balances without unnecessary financial details.
New feature:
Two new reports, "Holiday Balance - Days" and "Holiday Balance - Hours," have been added. These reports streamline holiday balance information by removing financial data and focusing solely on holiday balances.
A new column, “Booked,” shows approved future holidays within the selected leave period.
Remaining balance columns now display "Remaining to Book," simplifying the view of unused holiday time.
Permission required:
Two new report permissions, "Holiday Balance - Days" and "Holiday Balance - Hours," have been introduced and are defaulted to ON for System Administrators.
Functionality:
Managers can now easily review their employees’ holiday balances, including how much holiday time is left to book.
Previous limitations:
The existing Holiday Information reports included financial data and displayed "Remaining to Take," which made it harder for managers to quickly assess available holiday balances.
How this version will be made available
This version automatically updates on 2 October 2024.