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Logbooks are looking brighter and shinier, and that’s because we’ve improved the functionality. We’ve added features requested by customers, alongside features that will help you to streamline your processes.
Firstly, you can now preview a logbook from within the logbook settings. This makes it much easier to see what your logbook will look like when viewed by an employee.
Secondly, we’ve added 4 new fields to logbooks. Which are:
· Audio instructional
· Video instructional
· Text instructional
· Multiple choice
Last but not least, you can now specify who can sign a logbook, and you can actually lock the editing - so once your logbook is signed by whomever you have specified, no further changes can be made.
To summarise, there are three main additions to the logbook screen – preview, new fields, and changes to logbook signatures.
Please check our help documentation or contact our friendly experts if you need assistance.
Click here on how to customise the logbook and all available field types.
One of the main changes you’ll notice, is we’re moving the ability to create a new document template into the settings section. From this section, you will be able to do the following:
· Add, edit and preview document template
· View history of previous edits, which is a new addition to document settings
· Specify which teams this document is relevant for
· Allow managers to use email inbox
We’re giving you the power to copy existing document templates, and providing a range of new merge tags, which will allow you to merge logbook data, even from your custom logbooks. (FYI Ripple users, these new merge tags are also being added to Ripple email steps)
You’ll have the ability to use a merge tag in the document name.
Designate who needs to sign the document, whether dual signatures are needed, meaning both employee and manager need to sign, or if you just need a manager to sign.
Small changes are being made to how the documents tab appears, within the employees tab. You’ll get a quick view of who can access what document, and a new column to show if a manager has signed the document.
Previously, some administrators have mentioned that a document would be added to an employee record, before you clicked “launch editor”. We’ve improved this, so that no documents will be added to any employee record until you’ve clicked save. This allows you to check over the document and make any changes, before alerting the employee there is a new document to sign.
Click here to learn more about the new document templates area!
As per last year's release, Admins can specify different approval rules for all kinds of requests. But what if the approver is away on holiday?
Use the new '2nd line approval' button to allow the employee's indirect report (their manager's manager) the ability to view and authorise request on the approvers behalf.
It's here! We're pleased to announce to you Ripple 2.0. This update brings several new Ripple features, including a new type of process called Interactive. Interactive processes will allow you to show employees videos, play audio clips, and much more.
Please don't worry, your existing processes won't be affected and your billing won't change.
What you currently know as Ripple, will become your background processes. These processes will be getting an update too, with new steps and triggers.
If you're already subscribed to the elite package, please contact your account manager in order to activate your interactive license. Ripple specific training is available. In order to book training, again, please speak to your account manager, or our customer support team.
We've put together Ripple 2.0 FAQ's in order to try and address any concerns you might have:
To learn more about Ripple 2.0 please see our help guides listed below:
Does it ever seem like you're spending more time just navigating to and from employee records than completing the actual task that needs to be done? With a number of employees in the system, you find yourself scrolling up and down, in and out of records just to get to the employees you need.
We've adapted the People HR employee list so you can zoom through the required employee records and focus more on the task rather then how to get there. Admins can now filter the employee list down to only see those in a specific number of employees.
Once in an employee record, you can use the new arrows to flick through each employee record without having to navigate back to the employee list first!
For more information, please see: https://help.peoplehr.com/en/articles/3474558-navigating-the-employee-list
You can now export queries directly to a location using SFTP, and with the recently-added 'Schedules' feature, you'll never have to do this manually again!
When exporting an individual query, this will go straight to your downloads. By specifying a given location pathway at your side, People HR can send a number of queries to a specific folder on a regular basis.
This means you can set it up to send your payroll reports to that Payroll folder and entitlement reports to the HR folder. You can even direct a query to a folder that is linked to an another integration, to be picked up straight away into another work process - without lifting a finger.
Organisation is great, especially when it's automated! Click here to get started.
Integrating your HR and payroll systems should be easy and simple. And this is why we're constantly building on the list of payroll integrations we offer.
You can now integrate your People HR system with Xero to ensure your payroll is accurate and and keeps up to date with any changes to employee details in People HR. Because of this, the seamless connection allows a quick and easy way to exchange payroll and employee information between systems without any hassle.
Click here to learn how to set this up.
We integrate with many other Payroll systems too! Click here to find out more.
The People HR Holiday Sync Service (HSS) is a tool designed to sync People HR holidays to Exchange server. This supports Exchange 2010, 2013 and 2016 - and as of today also supports Office 365!
With a one-time-only set up, you'll never need to swipe between your People HR Calendar and Exchange Server again. Click here on how to set this up.
Here are some other ways you can link your People HR events to external Calendars:
You can now log probation status against an employee's record, and add comments to support this. These two new fields are found under the probation end date in the 'Employment' tab, as shown below.
You can select one of our pre-populated probation statuses, or you can customise the drop down list to add your own.
All probation fields are fully reportable in the query builder. Once you have a probation query, you can build explosive reports on probation status and probation history, with the report designer.
Here's a quick example of what you could create with this information!
Here's a link to our Probation help article: http://help.peoplehr.com/en/articles/3415045-probation-information
We've improved the address finder tool so that as soon as you start typing a postcode or street name, we'll start suggesting addresses. This includes worldwide addresses with the new 'Change Country' button!
When you select an address, you can be confident that you've got the right details in the correct address lines.
You'll find our auto-fill address tool in any area where you need to add an address: