We have some exciting new features and screens in our latest release; keep reading to find out more!
Here's the overview! Click on any link below to go straight to that section or read on to see all the latest updated.
Custom People List Enhancements
We have enhanced the functionality of Custom People Lists to make the weekly/monthly or one off communication processes with workers a little easier. You can now create and save population lists before choosing to send them an SMS or email straight from MDA, to learn more, please visit the article below:
Auto Allocation of Bank Transactions
As part of the company's vision to develop software that automates umbrella operations, we have initiated the first phase by automating the allocation of bank transactions according to the established bank rules. Please check the article to read more
Payroll Improvements
We have made several enhancements in this release including:
Stop Payroll Reason added to Run Payroll screen
Week Ending Date added to Run Payroll screen
'Finished at' timestamp has been added
Credit Limit amount has now been added to Run Payroll
Group Invoice number selection option has been added
Timestamp has been added in User Timesheets
Private Pension as a percentage of Invoice Value
Revolut Bank file format has been created
NI category has been added to the PBE
For more details on these new updates, please follow the link below:
CRM Improvements
We have added more functionality to the CRM and in terms of the Illustrations screen, you can now:
Create an illustration with itemised employment costs
Use a total figure for weekly or monthly expenses
Override the Employers or Employees pension deduction
Add text to the Benefits section of the Key Information Document
There have also been several history audit trail additions in each screen to track changes for what, when and who. You will also be able to:
see the worker's postponement date within their pension tab on People Hub.
upload .eml files in People Hub, Businesses and Pages
email copies of P45’s straight to the worker from People Hub after closing the worker's employment.
We have now added the middle name to be displayed in the party name in the starter pack while sending out the starter pack template.
For further information on our CRM enhancements, please visit the link below:
Saferec Updates
It is now possible to also send RTI submissions to Saferec as well as Payslips. Please see the updated article below for further information on how to set this up:
TrustID Updates
We've introduced several updates to improve the process. You can now include the company name on the share code check PDF. A new "Review" status has been added to handle cases where further Right To Work checks are needed for non-UK citizens. Additionally, we've removed the manual refresh button and updating the status using webhooks. Please see the article for more detail