Ideas Portal
When there are changes of staff within a bureau, changing the staff allocation by use of multiple tick-boxes and a "Bulk Assign" button would be extremely useful.
Currently, there is no way to even report on the assignees, let alone change them efficiently. Therefore, this will involve opening, navigating, editing and saving over 300 client files; hardly the time-saving efficiencies we were promised.
Morning @Guest
I love this idea, and honestly, it's something I've had on my radar for a while too!
The current way of re-assigning processors to a payroll genuinely sounds painful, and "time-saving efficiencies" should mean not doing that, and relying less on the API to perform such a task 😅
A bulk assign feature would be a real game-changer for bureaus managing staff changes. We'd love to understand a bit more about how you'd picture this working in practice. Would you expect to re-allocate from the Employers view (app.staffology.co.uk/employers), filtering down to the clients assigned to a specific staff member and then reassigning them from there?
Any thoughts would be super helpful! 🙌