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Workflow

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Additional workflow users

Can we have the option to add multiple users when enabling workflow - especially useful if one or more people can approve the reports / covering in times of absence or sickness and means we don't have to keep reassigning admin roles.
Guest 4 months ago in Workflow 0

That clients cannot see the payroll when workflow is enabled until we confirm the calculation stage of the payroll is completed

Clients are seeing the payroll whilst we are still in the process of checking it and are coming back with changes/mistakes before it is ready for them to review. It would be good to only have clients able to see reports once we have confirmed the ...
Guest 4 months ago in Workflow 0

Report to show the 4 workflow stages and admin linked to it

There should be a Workflow report that you can print to show the 4 different workflow steps with each admin and their email address linked to each step.
Guest about 1 month ago in Workflow 0

Workflows- dates set as Working days

Our Payroll schedules are set based on working days prior to pay date. It would be nice to have the option to use working days instead of calendar days
A D 9 months ago in Workflow 0

Workflow report

It would be useful to have a workflow report that shows who approved each stage of the workflow and an what date it was done. Particularly the confirmation stage when employers sign off the reports.
Guest 9 months ago in Workflow 0

Adding a workflow into individual company groups

Adding a workflow into each individual company group. Payroll processors can then group payrolls by who processes them and can have a workflow at processor level. Each group has a dashboard so a workflow would complete the groups nicely. It would ...
Sophie Butcher 2 months ago in Workflow 0

Welcome notes

Would be good to be able to do a site wide note update - as a bureau we have multiple clients/payrolls which means when we want to update or add new welcome notes we have to go into each company
Shana White 6 months ago in Workflow 0