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'Save as' type function to create a new logbook from an existing one for a subsequent year

Multiple logbooks have to be updated annually - e.g. compliance, self-reporting, conflict of interest etc and signed to confirm they are current and accurate. Often much of the information hasn't changed so it's a waste of time to have to complete...
Helen Lamb 8 months ago in Employee 0

Bank details - ability to turn off self service function

It will be useful to have the option of turning off employees being able to update or change their bank details on the system. We do not have a payroll integrated system and it is dangerous for us to have employees using the bank details area to u...
Guest 11 months ago in Employee 0 Open for Voting

Training matrix - can you freeze/pin the employee and the training description. if you have more than 6 employee's and you want to scroll across or down you lose all of the vital information and it is difficult to see what you need to in relation to your team members training.

at the moment the training added in the logbook is populated in the training matrix to give managers an overview of the training completed and outstanding etc but the functionality of the screen and the lack of freezed/pinned panes top and at the ...
Guest over 1 year ago in Employee 0 Open for Voting

Mail merge tags to align with all fields in the 'Employment' tab

Please could you ensure all tags that can be mail merged contain all fields from the Employment tab for a given employee.
Pamela Bolla almost 2 years ago in Admin 0 Open for Voting

Better History Options on Queries - Ability to add custom date range for all queries

Need to do a report on FTE and have been told this isn't possible. Would be great to have custom date range as an option for any query
Leanne Barlow 5 months ago in Queries/Reporting 0 Open for Voting

change the wording of the automatic email about a logbook

Add more information to the automatic email about logbooks that need to be authorised (name, date, link to the logbook)
Guest 6 months ago in Queries/Reporting 0 Open for Voting

Add impact insights for additional managers

Add the impact insights to the additional manager automatic email.
Guest 6 months ago in Employee 0 Open for Voting

Have insights in the email for all other events

Add the other events according to leave / working other events to the impact insights in the email sent for approval, event if all the employees only on Other events and no-one is on holiday.
Guest 6 months ago in Queries/Reporting 1 Open for Voting

Add differentiation of work/leave other events in the overview of planner

Adda way to show on the planner who is on other events (leave) and who is on other events (working). Not just in the aberrated list, but also in the overview, to let people know who is working and who isn't, without disclosing the reason.
Guest 6 months ago in Planner 0 Open for Voting

Documents screen - be able to view documents signed

The new upgrade has taken away the quick viewing of seeing if documents are signed - even on the grouped screen. There is plenty of space to show this without having to go into each document. Please add this quick viewing facility.
Claudia Collings 11 months ago in Admin 0