CRM Enhancements

We have made a number of enhancements which will allow you to create more bespoke illustrations for a variety of different scenarios. These include:

‘Total in Period’ for expenses – This will allow you to claim an expense amount for the whole week/month as opposed to per day. This helps if the worker does not claim the exact same amount for each day they’ve worked.

ERs and EEs pension override for Umbrella and CAE workers – Pension toggle must be on and a scheme selected. This will then allow you to input figures which differ from your current pension scheme.

Employment Costs now itemised on Illustration – ERs NIC, ERs Pension and App Levy will all be shown as individual lines in the ‘Company income and costs’ section. App Level will not show if the toggle is off, however ERs Pension and ER NI will show whether set to 0 or not enabled.

Adding Benefits to KID template – You can now add additional benefits to the KID if your company offers these. There is now an additional box in the KID generation section which allows you to enter a maximum of 100 characters. If left blank, this will default to N/A (as per current process). The KID generation will remember the ‘Additional Benefits’ notes based on the selected role.

You can now identify when information was updated and who it was updated by. History will be captured for all fields in both People Hub and Manage Employees. To see this, you can select the blue ‘History’ button at the top of the screen. The history will only be shown for fields relating to the specific tab in which you are on, so you may need to navigate to different tabs to see different history data.

For example, the Employee – Employee tab will only show the history for tax code changes, start date amendments etc and the personal information tab will only show the history for changes to address, DOB, name etc. We have also now added custom field history data as well as portal access rights changes.

You can now also see the history for pension scheme, scheme start date, type, status, assessment date, postponement date, AE date, opt-in date and opt-out date whenever the worker's pension status is assessed and changed.