As part of our September '22 release, we're making a few changes to how ghosts are created and managed. This will have an impact on the Timesheet Upload screen, Manage Ghosts screen, elements of People Hub and the Bulk Email screen. Please feel free to click on the below sections or read the article through in full:
Timesheet Upload
Now when you've uploaded a payroll schedule in Timesheet Upload, there's a new button called 'Bulk Action' 💪
Selecting multiple lines on the upload and clicking on this button will popup a screen which will allow you to map the selected lines to a live assignment...
...To a ghost assignment which is already in the system...
...Or to merge the lines and create a ghost
The current functionality of creating ghosts one by one is retained but we really think this will be a time-saver, especially for those larger uploads ⌚
Manage Ghosts
Once you've completed a timesheet upload and created those ghosts, they will appear in the list on the 'Manage Ghosts' screen as per usual:
However, there's a new functionality when you come to map those ghosts which we're really excited about 🎉
Hopefully you will notice the difference but if not, that's why this article is here 😊
Previously, you were only able to map the ghost to a live assignment so that it's ready for payment but now you have more options to create a lead (1) or map the ghost to a lead, once they are created (2)
Creating a lead will create a record in People Hub, in the status of 'Submitted - Ghost'. There's more on this in the next section of this article
Once there is a record in People Hub, you can map further invoices to that record until the worker registers with you
Either of these options will then remove the ghost record from the main list so that you can keep on top of that workflow 📁
People Hub
Once you've created a lead from your ghost, there will be a record created in People Hub which will be in 'Submitted - Ghost' status. These will be indicated on the dashboard or people list with the ghost icon like below:
There is also now a count for records in 'Submitted - Ghost' status on the dashboard as well as a filter on people list for this status:
When viewing a worker's record which is in 'Submitted - Ghost' status, there is a new section on the personal tab called 'Ghost Info':
From this section, you will be able to see the 5 most recent records of ghost information...
...And clicking on the 3-dot icon in the action column will tell you the unit type, units and rate:
Bulk Email
As a result of this development, we have introduced sending bulk emails to ghost leads and Referred by Contact. To do this, you will first need to create a custom email template but once created, these will show in the bulk email screen and can be edited before sending out. To begin this process, go to the 'Bulk Email' screen and select this button below:
You will see the below screen and will need to filter appropriately:
You will then need to select your email template or create one:
Once you have selected your email template, you will then need to select the people you want to send it from the list below. The send button will then become available for clicking and upon clicking, a background task will be created to work through the list of people to send the emails:
We've got a sixth sense that this will be a great improvement but feedback is always welcome!!! 🥳