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PINNED Bureau Dashboard Enhancements including filtering
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. ...

Dashboard

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Bureau Dashboard Enhancements including filtering

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. ...
Shaun Dellar about 1 year ago in Dashboard 0 Planned

Unable to see the payroll processor if we're not using Approvals

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...
Brian Canner 23 days ago in Dashboard 0 New

Have a tick box if the client is on stop

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...
Jane Wilson 5 months ago in Dashboard 0 New

Dashboard View

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...
Pooja Patel over 1 year ago in Dashboard 1 Future consideration

HMRC Notices on list of Employers

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.
Joanne Leung 5 months ago in Dashboard 0 New

Could you add a column on the 'Employers' list for email automation status?

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...
S Mackin 7 months ago in Dashboard 0 New

Quick preview of the current payslip on the employee tab

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.
Melissa Wheatley about 1 year ago in Dashboard 0 New

Ability to see at a glance any companies with outstanding recoverable PAYE not already sent on EPS

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...
S Mackin 7 months ago in Dashboard 0 New

Total costs figure in dashboard - Accuracy and improvements

It would be good if the total costs within dashboard showed what was included within each heading. For example, if you hover over "Other", you would see what was included to make up the total "Other" figure. Additionally, the accuracy needs lookin...
Guest 7 months ago in Dashboard 1 New

HMRC column on Bureau Dashboard

On the dashboard we can see columns showing current pay run and BACS info - can we have a waay to amend these columns, as I have a need to view by both Pension and HMRC data. Currently to process HMRC for all or clients, I have to enter each clien...
Sally Grenfell 8 months ago in Dashboard 0 New