Management

eForms: Appointments
The Appointment form is used to introduce the details of a new employee to the payroll, add additional posts to staff already employed by the organisation o...
Tue, 30 May, 2017 at 8:41 AM
eForms: Changes
The Change form is used to alter the personal and employment details of employees of the organisation. Click on the Add button to generate a new change ...
Tue, 30 May, 2017 at 8:45 AM
eForms: Terminations
There are two available options for the Termination form. Transfers deal with the movement of staff within the organisation to different areas and Te...
Tue, 30 May, 2017 at 8:46 AM
Expenses
This section is where managers / authorisers / approvers go to view details of staff expenses they have access to. If the section showing outstandi...
Mon, 5 Mar, 2018 at 12:37 PM
Expenses - Claims
Once you have selected an employee you will see the claim authorisation screen below which is split into two main areas which are the Employee Information a...
Mon, 5 Jun, 2017 at 11:40 AM
Expenses - View Archived Claims
The Claims History screen allows you to view expense claims that have been archived. You cannot make changes to previous claim that have been paid and archi...
Mon, 5 Jun, 2017 at 11:56 AM
Expenses - Vehicles
When selected this will list new or altered vehicles requiring authorisation. If nothing is listed then no vehicles require authorisation at this point in t...
Sun, 3 Sep, 2017 at 11:57 AM
Expenses: Accepting Claims
It may be your Trust's policy that certain types of expense claims will need to be accepted by the Finance Department before being passed for payment. ...
Wed, 10 Oct, 2018 at 7:12 AM
Expenses: Authorising Claims
To authorise the items claimed by the employee, you must ensure that the tick- box at the left-hand side of each row is ticked.   When you enter the scr...
Wed, 10 Oct, 2018 at 7:14 AM
Expenses: Rejecting Claims
To reject any items claimed by the employee, you must ensure that the box on the left-hand side of each row is ticked. Click on the     button at the ...
Wed, 10 Oct, 2018 at 7:17 AM