Release Notes : 2022-10-18

What’s Improved

Corporate Clients – Additional Message Options

Corporate Clients can now send out messages to Pre-Qualified Contractors

Within the Messages Module, you can now select the Message Group Type of Pre-Qualified Contractors, with a secondary option to send to all, those whose Pre-Qualifications have been adjudicated, or not yet adjudicated

Corporate Clients – Setting added to allow Clients to switch the function of forcing collection of Exit documentation when individuals are unlinked from their Projects on or off 

Settings /General Settings /Company Details

Or for multiple Business Units – under BU Settings, this can be changed per Division as well

Settings / Business Units

Corporate Client – Additions and Change to Custom Employee Documents and Fields 

Corporate Clients can set Custom Additional fields and Custom Documents to be collected from either linked Service Providers, direct Employees or both.

Navigate to Settings / People

Select Either Custom Documents or Custom Mandatory fields, depending on what items need to be added to the current.

Custom Documents:

Create a required upload from your linked Individuals, for bespoke items for example a Contract of Employment, by clicking add:

• Show HR only will ensure any document is only viewable by a user who has the View HR data setting ticked on their User Profile.
• Mandatory will force collection of this requirement
• Select the rest of the information as required

All saves items will be shown in the Custom Documents grid

Custom Mandatory Fields:

Create custom fields that will added to the demographic information of an Employee profile

Set the field to be applicable to Own Employees, Service Provider, or Both

Set the rest of the requirements

• Show HR only will ensure any information provided is only viewable by a user who has the View HR data setting ticked on their User Profile.
• Mandatory will force collection of this requirement

 What the end users will see on completing Employee information:

Custom fields – will not allow any further updates to Demographics without completing the mandated custom fields

When custom documents are required and not yet there is a continual warning until the item is completed, this is displayed on the top of the Employee profile

Corporate Clients - KPI Settings to be moved into a singular place 

ALL KPI settings have been moved to the Settings Module

No functional changes were made to any Settings, only their placement

What’s new?

Support Requests are now visible within the Settings Module 

All Users who have logged a ticket with our Support Desk now have visibility into them within their Settings Module

Navigate to Settings / Support Requests

If you have logged the call directly it will be displayed under My Request. If you have been cc’d into the Support Request it will be displayed on the “Requests I’m CC’d on” Tab

Click on the actual Request to see the history of the Request