Ideas

Current Issue: Self-service users of the Time and Expenses module can submit expense claims using general names such as "September 2025 expenses" and also may group multiple expenses (e.g., food, fuel) under one claim. This creates challenges for ...

Request to introduce more granular permission settings for my portal/ View all employees that allow separation of visibility between personal details (e.g. contact info, ethnicity) and contractual/salary information. Currently, visibility is all-o...

Employers may have staff with limited digital literacy, making it difficult for those employees to submit time & expense (T&E) claims through self-service platforms within the product. It would be helpful if there was functionality that al...

It's great that we can display the Clinic Visits (Diary) through the Parent Cloud Portal. We want the Visit Type to be visible for parents (which only gives them an overview of the visit) and to hide the Reason (which is the only free-text field w...

I would be useful that when staff leave and are archived that they can be automatically removed from the user groups they were allocated to.

For sensitivity reasons we changed the tag/routing so only the principal is tagged to authorise all leave requests in Every HR. When the principal requests their own leave for authorisation, currently this routes straight back to them. What we wou...

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 ...

Can the bank details for an employee be moved to their personal information rather than the salary information? would save time with staff who have more than one role in the property.

When adding a new employee, within the Job Information page, can the Property Arrival Date be automatically populated from the Start Date, as these are usually the same. (I don’t know if this has changed recently, however, I know in the past when ...

When the absence requests go through the process could the 'Preferred Name' be included - if they have one, this would be for staff who have changed their names but still want to be known as their previous name in School.