Outsourcing changes

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. 'Payrolls' are now '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)". 

Areas of the portal that are specific to payroll service lines will still use the word 'payroll', for example in the Task Dashboard.

2. 'Client Services' become 'Client Applications'

To avoid confusion the admin section previously called 'Client Services' has been renamed to 'Client Applications'. This will only affect admin users as the end users see these options as 'Applications' on the menu anyway.

3. Changes to the standard dashboard

The welcome wording on the standard dashboard has been updated to be more generic. There is also a Your Contacts section which will show details of client contacts if they have been set.

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

The customer statements that can be produced from the Aged Debtors report have had a number of enhancements

Other changes

1. 

Tasks

Based on the feedback received the following changes to the task dashboard are being released: