March 2021 Release

Release notes

The March release brings in some changes and updates.

Changes for expenses

The expenses module has now been updated with the below new features.

The ability to specify a secondary approver for each payroll
The ability to mark certain employees as not requiring approval for their expense claims
The ability to a nominated person to enter expenses for another employee
The ability to create groups of items that can be claimed, and to say which group an employee can claim from. If no group is specified, then the employee will not be able to claim any expenses
The ability to calculate VAT by the system - only for non-mileage

A new VAT field.
The system will use this new field to calculate the VAT when the gross amount is entered on the Expenses claim screen.
You still will be able to edit the VAT amount on the Expenses Claim screen.

We’ve added a tick box “Send to Payroll” on the Administer Expense Type screen. This field will be ticked by default. Simply untick the field to stop the expense type from being sent to payroll. Pay elements will not be required if the expense type is not going to be sent to payroll.
You also have the ability to add a number of miles already claimed in the current tax year (for compliance with 10,000-mile rule)

Documents Module

We’ve made some nice improvement to the documents module which are listed below.

You can now replace uploaded documents, previously this was not available.
The delete warning gives you a little more information now. “Note that this will not remove the document from any employee records that you have attached this document to”
Guidance available on uploads. The system will give you guidance when uploading new documents.
You now have the option to customise the document acceptance text. Previously this just read “Please Accept”. You can now make it more personal. Contact support for this feature please.
There is now the option to create your own reports from the report builder - Employee Documents Acceptance folder.
On the manager’s login, we’ve added a new section to show documents that need to be accepted by your reporting line i.e John Smith (2 documents to accept)

Changes for expenses

We now have a new Vaccination screen available under the Absence Tab against your employees account.

This is date driven so you have the abiltity to add as many as needed. It can also be configured to trigger alerts based on the expiry date.

Finally, to keep you updated on some smaller changes

Updated in accordance with the government guidelines the new national minimum wage.
We’ve added a search screen now to the following screen to make it easier to search for a particular setup. Administer Entitlements and Administer Workplans.
The Holiday calendar has now an extra drop-down option in the menu called “My Reporting line” This will only show your direct reports.
We’ve fixed an issue with the Workflow control screen where when authorising a “Sickness Entry” it stated it has completed and then never removed or updated the record. This is now fixed.