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...
For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Add Support for Activating/Deactivating Staff via Employee REST API
Currently, there is no method to activate or deactivate a staff member via the REST API. Adding support for this feature would be highly useful for HR and IT teams who manage staff lifecycle through automated workflows or external HR platforms. By...
Historically we have always run Report Cycles for UCAS grades and the like (MidYIS, ALIS, etc) with only HoS having to enter the grades, as opposed to all subject teachers. These Report Cycles have always displayed the grades in Pupil Profile >...
Ability to amend message following online form submission
We have an online registration form. Once submitted, a message appears saying that the form has been succssfully submitted. We would like to amend this message to include what to expect next. At the moment this is not possible.
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...
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 ...
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...
Preserve Year Group Filter in Cloud Parent Portal When Downloading School Calendar as PDF
In the Cloud Parent Portal > School Calendar, users can filter events by Year Group and view the calendar specifically for the selected Year Group. However, when the user downloads the calendar as a PDF, the filter is lost, and the system downl...
We are about to start publishing invoices and allowing parents to pay via the portal. Some parent friendly information would have been useful for the school to send to the parent. In much the same way as iSams communicates with us providing links ...