Having a general company notes area for payroll processing instructions not related to a specific month
Having an area to add notes about the company in general that can be easily referred back to and aren't stored in a month but just in the company. This would be good for adding general processing notes such as overriding pension amounts etc so tha...
Being able to set recurring notes without having to have workflow turned on for clients
We would like to add recurring notes to clients about legislation changes so they appear in the clients notes area every month until removed. Specific example information about upcoming BIKs, Christmas Closure Dates etc
At the moment if I am away on annual leave or sick and a client @ mentions me they do not know I am away from work so would assume I will respond or action their instruction, and as much as other colleagues look after my clients when I'm away they...
A client on workflow has sent 60 attachments with the notes section, it is time consuming downloading this many attachments, could we have a bulk download feature put in place?
Keep admin user's name on their notes once their access is removed
When an admin user is removed from Paycircle, all of the notes they have added have their name removed. This seems to apply to client and bureau admin users.
We use the notes area rather than e-mail for client communications. There can be a number of messages each pay period. We would like to mark off the ones we have dealt with so that we ca see the wood for the trees!
Being able to add in your own steps to the workflow
Currently all my staff have an excel workbook with their workflow. The basic 4 steps on the system are not enough for a full competed workflow. It would be useful to be able to add workflow steps such as internal checking, bacs uploaded, pension u...
The notes function is very hard to track messages. It may be that a note was added in March, but a response was not till April, there appears to be no way of linking messages, or replying to the same message to be able to complete a trail. We use ...
Would like to be able to mark a task as completed and then see it move down to the bottom of the list. It is inefficient to have all tasks visible at all times and not always possible to work through them in order. There can be many messages to wo...
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