The CRM screens which have been updated are as follows:
Employees (although this is only available within a company)
As is the case with all of the new screens, please click on the below in the top right to access the new interface:
Questionnaires
The overall functionality of questionnaires remains the same but we've revamped the interface:
If you are editing a questionnaire, it is now more obvious where to go as the "Add Question" box shakes 😵
Employees
The employees screen for the limited and umbrella companies has been moved to a new angular screen under one menu with a role filter:
Roles that can be created as of now are Director, Employee, Director’s Kin/Spouse, Shareholder as well as a combination if required.
N.B. The Contractor, Contractor as Employee and Self Employed role types have not been developed because they will no longer be available under this menu at the end of this project.
Most functionalities from People Hub have been integrated into the new employee’s screen.
Functionalities that are now available under Employees are:
Last Paid Date can be viewed when searching/filtering
Payroll History, Expense, P60/P45 and Pay elements can be viewed.
SOE will be available for the Umbrella company.
Attachments can be added after creating employment.
Assignments and Pages can be created and edited.
Portal privileges for that particular employee can be set in the Key Info box
We hope you enjoy these new CRM screens! 🎉