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At the moment the client portal is predominantly used for payroll services, but in order for other service lines such as Outsourcing and HR to utilise the document sharing and messaging functions of the client portal, the following changes are being released:
1. '
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Payrolls'
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are now '
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Services' with type Payroll
In all shared areas of the site, wording that referred specifically to 'payrolls' is being updated to 'services.'
Services now have a type, which can be one of: Payroll, HR or Outsourcing.
All lists where a mixture of service types is possible will show "name (type)".
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Client contacts can be set up by admin users and HR admin users in the Client Admin area.
4. Document centre changes
Outsourcing services will have their own document folder structures.
When uploading a document to an outsourcing folder, the Approval option will not be available.
5. Message centre changes
The messages types available are being updated to be relevant to the service type. So for example outsourcing will have a different list of message types to payrolls.
For outsourcing and HR service types, the period options will show month and year.
6. Custom signature
Users can set their own message signature in the Account Settings screen. This will be added by default to each message and reply in the message centre.
Customer Statements
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