Dashboard

I want to be able to slice the dashboard view and apply multi filters on processor, date due, approval date, finalised date, pay date, bacs & status to be able to better manage what is outstanding within the Bureau for specific pay dates etc. ...

It would be helpful to have a tick box or toggle option on the client profile to mark a client as "On Stop." When enabled, this status should trigger a visible warning—such as highlighting the client in red or displaying a prominent alert—across r...

We are working with multiple companies. When an employee contacts us for any assistance, they wouldn't tell us who they work for. It would be easier to have a search box on the main page. Thank you.

Being new to Staffology, it seems that there is a lot of back and forth between tabs when processing a new employer / payroll which accumulates additional time. It will be helpful for any newbie to view the tabs in the order of process, i.e: Dashb...

It would be helpful to be able to quick preview a payslip when in the employee tab, for some changes to BIKS, pension and standard information the processor has to go all the way out to the payslips tab to view if the amendment has pulled through.

On the list of emplopyers you can see RTI/Pension/Auto Pilot. It would be extremely helpful to see unactioned HMRC Notices on this page for each payroll. So to allows us to see which payrolls we may have unactioned notices at a glance.

Sometimes email automations are made inactive for one reason or another, and a payroll could be finalised with this setting inactive - meaning the client doesn't receive the payroll. This is even more of an issue if auto-pilot is enabled. A column...

We need a task tracker that pops up in the main dashboard and in the employees' panel. Each line added should be able to be ticked off to show completion. Each line should be dated and assigned to the month it needs to be actioned in. These tasks ...

We have assigned the relevant member of our bureau staff to each client. However, we do not want to change our existing method of validation / approval and have therefore left the "Approval" box unticked in the Bureau Settings of the client record...

A visual indicator on the companies list would be beneficial to show when any company has a recoverable YTD paye balance that has not yet been claimed on an EPS. I.e. The total last figure claimed by EPS does not match the current YTD balance in t...