The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.
Ability to send reminders to line managers and employees when performance reviews are due. The system is also set up for 'cycles' of reviews which works for teaching but doesn't in other areas of the business - the option to have individual due da...
In the job details section, it would be helpful to have a paid leave carry over field as well as the paid leave entitlement field. This will enable us to enter the employees standard paid leave entitlement without the need to adjust each year. We ...
There has been a request that the attendance % statistic and the absence heat map on the record should not take general absences or family leave into consideration. This should only consider the sickness type. Is this possible to look at giving th...
Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
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
Increased level of detail in expense claim reports when multiple items grouped to allow better and more accurate financial reporting
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 ...
Granular Permissions for Employee Record Visibility
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...
Enabling Employers to Submit T&E Claims on Behalf of Staff
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...