Ideas

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

The ability to distribute Objectives across performance records would be a great tool. Especially for Department Heads or CEOs that would like to subject SLT to the same consistent Objectives. Currently this has to be done per Performance Record

When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...

Currently there is no way for customers to delete performance reviews or performance records. This results in tickets having to be logged every time something is allocated in error

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.

If I was moving to a new employer it would be nice to be able to show them my review so the ability to save it or view it as a whole for printing would be great. Screenshots are not appropriate as you have to scroll through the comments to read th...

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.