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.

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. 

 

Equality and Diversity Module

by Lee Porter 15. July 2014 15:11

EQUALITY AND DIVERSITY
 
Keeping this information can be time consuming but We makes it easy to capture.  The questions and possible answers, which are available to edit and add to, are only available to your employees.  The reporting of this information is at a company level.  This is particularly important as the answers to these questions are often very personal.  The questions cover length of service, age, sex, Ethnicity, Disability, sexual orientation and religion.

 

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

 

Access and permissions

by Lee Porter 6. March 2014 09:58

We protect your information in a number of ways.  Firstly the site role give minimal (User), senior management (Management) and Administrative (Client Admin) access to the site. 

Welcome emails are only sent when you are ready to do so.  If the user doesn't receive a Welcome email then they can not login in. 

Line managers of groups can automatically see and manage the employees in their group, even if they are minimal users.

Furthermore Functionality Roles can be given to minimal users to extend their access into the specific areas that they need to see.

Change your Sickness Types

by Lee Porter 5. March 2014 16:12
Sometimes your sickness types that are included in your site by default might need to be changed and now you can by going to Admin > System Functionality > Sickness > Sickness Types.  from here you can add new sickness categories and edit and remove existing ones.

Create an Admin for a Group

by Lee Porter 24. February 2014 11:00

To create an Admin for a group go to the person you want to be the Admin by going to People > employee name > Person (dropdown) > Work and change their Home group to the Group that you want them to be the Admin for and submit.  Then return to the Home Group area and remove the tick in 'Remove Old Group' and change the Home group back to what it was - the Managers real home group - and submit.  Now go to Groups in the top menu (the groups of this employee).  Here you need to change the 'Role in group' for the group they are an Admin from Member to Admin which you can do by clicking the link.

If you want the admin to receive the same emails as the Manager does then go to Admin > Settings > Email > Email Settings and type #AllAdminsNotMgr# into 'Inc CC Any Excluding Approval' and then click on the 'Moved to' link under Sickness an add the same text in the field 'Email Failover - Alt Admin CC'

#AllAdminsNotMgr# in the CC fields for sickness and leave will copy the same emails sent to the Groups Manager to any Admins setup in the Group. 

Cancelling Sickness

by Lee Porter 20. February 2014 12:56
If you haven't added an Actual Return to work date (and the status is still Initial report or updated report) then you can remove it by finding it on the list of sicknesses on the Dashboard and clicking the Sickness Reference to open it.  You will find a Remove button at the bottom of the Sickness.

If the Return to work date has been added then you will need to Kill it.  To do this you will need to know which employee was sick and the numerical part of the sickness reference (e.g. SR001234 = 1234).  Then go to Admin > System Functionality > Sickness > Kill Record.

Cancelling Leave

by Lee Porter 20. February 2014 12:14
A user can withdraw leave in the future by clicking the Absence Ref in the 'My Future Leave Requests' list on their Dashboard.  At the bottom of the leave request is a Withdraw Request button.

OR

As a line manager (i.e. a Manager of a Group) they can find their direct reports by going to My Details > Groups and click on an employee.

As a Client Admin (the access you have) or Management Site Role you can access an employee simply by going to People > employee name.

...From there go to Leave > Leave and click on the Future leave request to cancel.  Click the Approved link to open the decision box and change the decision from Approved to Cancel Request and Submit.

In some cases you will want to cancel leave that falls in the past and to do that you must be a Client Admin and go to Admin > System Functionality > leave > Kill Record.  You will need to know the person its for and the numerical part of the Absence Reference (e.g. Ar001234 = 1234).  This extra control on past leave gives you more security in the system.

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