Adding a handy link to your desktop

by Lee Porter 10. November 2014 13:05

You can put commonly used links to pages and reports on your desktop for easy access.  Some examples are:

  • EW Assist front door - https://ewassist.co.uk/cc
  • A particular page e.g. People page - navigate to the required page and copy the URL in the address bar
  • A report e.g. Leave cycles - open the report and copy the URL in the address bar

To add a link on your desktop, right click on your desktop and select New > Shortcut.  In 'Type the location of the item:' paste or type the URL of the webpage or report you wish to add and click Next.  In 'Type the Name for this shortcut:' type a name that describes its destination e.g. Leave report, John Smith, open injuries etc and click Finish.

A new icon will have been added to your desktop.  Double clicking that icon will open your browser and navigate to the URL.  So long as you are logged in it will go directly to the page or report, otherwise EW Assist will ask you to login first and then proceed to the page or report.

How to get started using Expenses with your free trial

by Lee Porter 7. October 2014 18:05

You need to have Client Admin access to your site.

Expenses is already turned on in Admin > System Functionality > Set Functionality Required.  It is here that you can remove it before the expiry date of your free trial if you wish.

The expense module has a number of different users that offer different levels of access:

Employees: All employees can raise expense claims

Managers: All Group Managers can approve the claims for their Group Members or return them to the employee with queries 

Employees with Functionality Roles 

Expense Claim Approver: This role allows the employee with it to approve claims for all employees across the business as if they were their Manager or return them to the employee with queries

Expense Claim Processor: This role is designed for the person(s) in Accounts/Payroll who will be collating and clearing the claims for payment or return them to the employee with queries

Expense Admin: This role has access to all previously described areas with the addition of the Admin area which allows for fine control of the expense process

 

You MUST add 'Expense Admin' Functionality role to atleast one of your employees for that person to be able to see the full Expense menu.  To do this a Client Admin should go to People > Employee name > Person (dropdown) > Functionality Role and add 'Expense Admin'.

 

The Expense menu for all users is found by going to Actions > Expenses.  From here monthly claims can be added and Open ones can be accessed.  Claims are Open until they are scheduled for payment by Accounts at which point they automatically move to the employees Paid area.  Open claims can be added to by the employee until they are digitally signed off by the employee after which only receipts and invoices can be added to support the claim (i.e. no new expenditure can be added).  However subsequent claims for the same month can be raised for anything that is forgotten or for a contentious item that might be returned with queries.  The Approval page is visible to all employees but, unless the user is a Group Manager or an Expense Claim Approver, no claims will be shown.  Process is the menu normally reserved for Accounts to check and clear claims for payment, gather claims into batch payments (i.e. for October 2014) and other Account and Payroll tasks.  Finally the Admin menu provides key settings to control the expense process such as financial periods, allowed currencies, exchange rates, mileage rates and custom pick lists.

Expense Management

by Lee Porter 7. October 2014 17:28

Managing your expense claims takes considerable time, both for the employee to compile and submit them, your managers to approve and Accounts/payroll to process.  Our software makes this whole process much simpler and faster while keeping everyone informed at all stages.  The expense module is configurable to meet your needs but the following describes the general process:

EMPLOYEES

Employees that submit expense claims can do so online.  Monthly claims can be raised and completed throughout the month or in one go.  The claims can hold expenditure, mileage, cash advances and returns.  Expense claims can be raised in any currency with exchange rates converting expense items back into the employees own currency.  All expense items are categorised according to your own category choices.  Receipts and invoices can be uploaded with the claim to support the individual items. Once complete the claim can be digitally signed by the employee to make it available to the manager.

MANAGERS

This stage gives the departmental manager or a company-wide expense approver the chance to check the expenses and return the whole claim to the employee if there are any queries.  If there are no queries it can be digitally signed to take the claim to Accounts.

ACCOUNTS

Claims can be checked and either returned to the employee with any queries or cleared for payment.  Cleared claims are then grouped into the same currency to be scheduled for payment.  Previously paid groups of claims payments can be viewed and particular expense claims (at all stages) can be searched for and reviewed.

A comprehensive expense report is available which shows the individual claims, the expense items in those claims, any money transactions, the payroll payment summary for each employee and a category summary showing totals for areas such as travel, meals and lodgings.

 

Read more about How to get started using Expenses with your free trial 

Recent Improvements

by Lee Porter 19. September 2014 17:30

New Expense Management Module

Expense claims can be raised by your employees and include catergorised expenditure, mileage, advances and returns.  Receipts and invoices etc can be uploaded to support the claim.  Once complete employees can submit the claim to be approved by their manager or returned to the employee for alteration with manager notes.  Once happy the manager can sign them off to be processed by accounts.  Accounts can adjust the VAT element and clear the claims for payment in batches.  Claims marked for payment are reflected as such for the employee.  Claims are fully searchable.  

Claims can be raised for any currencies (set in the admin area) and claim lines in any currency and then converted to the claim currency with up to date exchange rates.

Claim lines can be categorised and reported on.

Comprehensive reports provide a detailed view of the expenses including a payroll report for cleared expenses.

Recent improvements

The punch clock (in/out) has been overhauled to provide a better experience with more choices of punch terminal.

A new Functionality Role of Emergency Contact Admin allows employees to see the home address and next of kin information of all staff.  This is useful for a simple users of EW Assist to have access to this information when the Client Admin is away from the office.

A new report has been added to show the status of staff appriasals at Reports > Performance.

Support Documents can be uploaded and shown to an employee when completing their appraisal.  The document is uploaded at Admin > Files and linked to the appropriate apprasial.

Training can be cancelled after it has been set as current by the Training Admin more easily. 

 

Central location

by Lee Porter 19. August 2014 21:44

Having dispersed information across the business is unhelpful.  Each employee has a different way of recording information and interpreting it.  Employee come and go and the replacement has to find and understand the previous employees records.  Three good reasons why it is better to centralise your efforts.

Our software allows everyone to record their information in one place with the same rules and management processes as each other.  It is better to have one available pot of information than a selection of spreadsheets, wall planners, notebooks and memories.

Employee files via our software rather than Email

by Lee Porter 19. August 2014 20:52

Our software can be used to store the Employee document or make it available for the employee to read.  Either way it is a far better solution than that of email.  Firstly there is no certainty that an email has been read, even if the read reciept is requested it doesn't have to be sent by the recipient of the email.  Even with that sent there is no confirmation that the attachments on the email have been read.

Emails are notorious for being lost in transit, either before they reach their destination in spam filters or sent to the wrong address or missed in the volumes of emails that everyone recieves or deleted or mis-filed in the wrong email folder.  Even if the email arrives in the inbox it soon disapears off the first page.  Emails are not the registered post they once were.

Our software does use emails as notifications and alerts but their purpose is to direct the recipient to the system rather than impart too much information there and then.  For one reason the email is out of date as soon as it leaves our servers.  The only up to date information is in the software.

Our general premise is that an action takes place by one or more employees and when another employee logs in those actions are waiting and can be further actioned or completed.  You should think of our software as the pot of information that everyone can dip in to (securely and with proper access permissions).  When someone else logs in there may be a leave request waiting, an accident report to complete, a training course request to organise and so on.

Documents follow the same approach.   Documents are uploaded to our secure servers and are available for the employee to read as and when they are able to.  Your Company Handbook, guidance during Apprisals or Location information for training courses is on hand in an available location.  In short its available to refer to when it is needed.

Our software quietly keeps track of who has read which documents and when so in the case of an employee not seeing a memo or a revision to the handbook, you can check.

Emails simply do not offer the same access, controls, security or availability as we can offer. 

New document/file management system

by Lee Porter 6. July 2014 15:00

Document management system

We have added a smart and reliable system that allows for files and documents to be uploaded against their relevant records or for an individual.

Files such as xls, pdf and doc and others can be uploaded to all staff (such as a Company Handbook), for a specific employee (such as a Contract of Employment) or to support other information (such as an employees passport or the certificate for a training course).  All files can log their downloads to show who has read them and when, with a report to show this information at Admin > Files > Download Access logs. All files will keep track of their versions and clearly present the latest version and the software will keep historical files for compliance purposes.  No documents will be deleted - only replaced with the newer version.

...TO ALL STAFF

Client Admins can upload files (Admin > Files > Files (dropdown) > Add...) under the existing categories (such as Company Handbook) that will then be available to staff at My Details > Files > Company.  An email should be sent if the file is to be viewed rather than being uploaded for availability purposes only.  The access logs will let you know who has seen the file.

...FOR A SPECIFIC EMPLOYEE

Personal documents such as Contract of employment or Letter of engagement can be transferred by Client Admins, Group Managers and the employee themselves. 

Client Admin:

Go to People > employee name > Files

Group Managers

Go to My Details > Groups > Employee name > Files

Employees

Go to My Details > Files > Personal Company. 

**These areas are protected and must be unlocked to access them.**

...TO SUPPORT OTHER INFORMATION

Furthermore supporting documents can be added to specific records with in the software.  For instance uploading a scanned copy of an employees passport or insurance documents on the Work Documents page for a member of staff.  While we have added some of the types of documents you might consider adding others against a particlar record, and you can do so by going to Admin > Files -> 'Bulk File Headers - Add New'.  For instance you could select Salary and add a salary review document or add a new personal document such as the employees dimensions for their company uniforms.

In addition to the above, templates can also be added to support a process that requires written letters or information that can't be collected from the system alone.  These can be added on the Admin > Files > Add... page or from the modules that they belong and the first example of this will be the disciplinary and grievance module that is soon to be made available.

All files are stored on our secure file server and within your own client folder for added security and clear seperation of data.  The system automatically creates a folder heirachy depending on the class of files being uploaded, e.g. Sick notes, training certificates etc.  All files are backed up on a daily basis.

The document management system comes ready to use with 10MB of storage which is enough to test with or to add your high level documents such as your Company Handbooks.  If you want to upload documents to specific staff or to support other information you will want to increase your storage.  See below for pricing:

10MB 0.5GB 1GB 2GB
Free £99 £179 £299

All prices are charged annually and subject to VAT at 20%

System documents such as upload templates are also available to support the system but these do not count against your allocated storage.

For further information please contact Lee Porter on 02891823001

Recent Improvements

by Lee Porter 6. July 2014 15:00

After a busy period of development we have made live the changes which are primarily there to make the software easier to use.  An exciting new addition is the new document/file management system which lays across the whole site and supports other areas.

 

New Modules

Document/file management system Read More

 

General

Newly added employees can now be added with their work pattern, working year calendar and mandatory leave calendar.

Edit links have been added to People, Groups and Areas making it quicker to reach the edit page

A Notes area is now available to add your own messages and reminders about each employee in People > Person

A development plans page is now available in the footer of the site which gives details of currently available modules and future ones

Better controls have been added to help the system decide where best to go from one page to another

The People page has moved the licence information to one side and included the employees first name

The layout of some fields have been adjusted to provide a better user experience

The Calendars now include a list of the employees who are using them and allow for an employee to be moved from one to another, in a similar way to the work patterns

Welcome emails can now be sent to all site roles including Client Admins from the Resend welcome email link in their People > Person > Edit page

Messages can now be presented from the development team via the login page

Navigation though the site has been improved

'Specific to' has been removed from the work pattern > Add page


Sickness

The sickness interview now starts in a state where it can be closed immediately on completion rather than having to start the interview first

Expected return to work dates highlight red in the dashboard when they fall in the past.  This date should be either updated or the actual return to work date should be added (if the employee has returned)

 

Leave

Added a totaliser form to the leave year page for an employee which allows you to specify exactly how much you want the total entitlement to be and the software works out what the adjustment should be.  This will be particularly useful when rounding up or down for a new starter.

Mandatory leave that is zero days due to the employee not working on that day is now not shown in their leave list

Added a button to trigger the recalculation of mandatory leave when a new date has been added to an existing year

Hours and days are better represented across the system

The Leave Year page includes the average working day information to help with certain adjustments

Leave Years are created in one step - no need to refresh the page

The urgent warning when recreating a leave year has been removed


ToDos

Tasks have been styled to allow better presentation of the information


Training

Criminal Records Bureau checks (CRB) have been replaced with the new Disclosure and Barring Service (DBS) although CRBs can still be recorded for the sake of historical records

Records for the Training Courses Attended (TCA) are styled to allow better presentation of the information

 

HR Lite/Equality and Diversity

Sex and date of birth can now be completed by the employee themselves at My Details > Work

Work Documents and the super filter

by Lee Porter 11. June 2014 14:45

A range of important documents can be recorded in the Work Document area such as Drivers License, MOTs, insurance, Passport and Visas.  Each one with an expiry date.

When looking at your list of People the Super Filter (in the search area) can look for any Work Document that are expired, expiring in 8 weeks or 4 weeks and just show any people it finds.  The date(s) that meet the Super Filters criteria are highlighted in red, orange or yellow to clearly show the offending document and the urgency of its renewal.

Employee notes

by Lee Porter 17. March 2014 11:30

You can capture notes for an employee at People > Employee Name > Person (dropdown) > Work/Edit

 

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