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Case management reports

The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.
Sheryl Newsom about 1 year ago in Every HR / Case Management 2 Already Present

Add an internal label for the recruitment questions to be used on the exported application forms, that is linked to the longer version of the question that is shown to candidates.

Showing the full question on the exported application forms for internal review makes scanning the form for key questions slower. If we could show a shortened version (as the question doesn’t need to be explained to HR/other staff, only the candid...
Guest 9 months ago in Every HR / Recruitment 0 Awaiting Review

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Fix reports to allow & in the description

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Training for each user on one page

It would be so much easier to have the system set up where you had one page for each user that you could add courses to and change anything to do with start dates etc , also take reports from without having a seperate page for every action. For ex...
Guest 5 months ago in Every HR / Training & CPD 0 Awaiting Review

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Direct Debit tab and bill payers code

Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Limiting the General Absence Reason List by Staff Type

The approval process for Teaching, Non-Teaching and Prep School general absences differs so we have had to triplicate the reasons. Because the list is not alphabetically sorted (I'm pretty sure they used to be), staff have to trawl through a list ...
Imran Gulma 9 months ago in Every HR / Absence Management 1 Good Feature

Preferred name must take precedent when displayed outside of the Employee Record

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...
Guest about 1 year ago in Every HR / Employee 1 Good Feature

Ability to Set a Primary Job Role Instead of Default Alphabetical Ordering

In Every, the job roles displayed in My Portal > My Profile are automatically ordered alphabetically. This can cause confusion for users who have future‑dated roles added to their account. For example, if a role starting in September 2026 begin...
Anil Patel 9 months ago in Every HR / Employee - General 1 Good Feature