Welcome to your Xemplo release update! In this release we’re excited to introduce a range of enhancements to Payroll Batches along with a new Redacted Invoices feature.
Payroll batch processing just got easier!
In recent updates we have been progressively enhancing the look and feel of Xemplo to provide a more modern, streamlined experience for users. The overall goal of these updates is to make it quicker and easier to find what you are looking for or perform necessary tasks. In our previous update we focused on invoicing and in this update we focused on Payroll Batches.
With Payroll Batches (much like invoicing) being a time-critical task we looked at ways to present key data in a priority-based fashion. To do this we included our new header component so that the information you need to know about a batch is always visible, no matter your position on the page.
Improvements to the filtering of timesheets when creating a new batch are coupled with new bulk select buttons, guiding you through the process of creating a new batch. Common filters have been separated from custom filters to reduce distractions when selecting timesheets to process.
Key buttons that were previously located at the base of the page have now been moved to the top, saving on scrolling and allowing you to proceed through the batching process with ease.
Introducing redacted invoices
We have had a lot of interest in the ability to generate and send redacted invoices.
Redacted invoices can be activated on a host by host basis, allowing you to pick and choose which clients it is relevant for. To activate redacted invoices, navigate to the Invoice Settings screen of the host client and click Edit on the Invoice details panel.
Switch on the “Send redacted invoice” setting and then, in the field provided, enter the email address of the recipient of the redacted version of invoices. If multiple recipients are required you can separate multiple email addresses using a comma.
Now, when invoices are sent, the normal version of the invoice will be sent to the regular invoice recipient(s) and the redacted version will be sent to the recipients specified.
For more information on this feature please visit our support article: https://support.xemplo.com/hc/en-au/articles/31232589446041-Redacted-Invoice
Ensure credentials are up-to-date with reports and notifications
Ensuring workers comply with credential requests and tracking credential data is now even easier with new credential notifications and reporting features in version 3.13.
Company and HR Administrators can now generate flexible reports detailing credential information for their entire workforce. Credential reporting can be filtered by credential type, date range, worker, site or department to generate any reporting required to effectively track credential compliance and identify issues for resolution.
Credential reporting includes:
- Worker information - worker name, identifiers (Reference ID), Site and Department
- Credential data - credential type, credential status, and credential expiry date.
Using the new credential reporting tool, easily extract any credential data you need, from all workers without a specific credential, all workers without one or more specific credentials, all workers who haven't completed a credential request, or all credentials due to expire in a specific date range, The options are endless.
Generate flexible credential reports with easy to use filters and output options
You can access the new credentials reporting feature from HR > Reports > Credentials. Find out more about managing credentials in Xemplo here.
Xemplo will now automatically send additional notifications for credentials that are expiring or credential requests that have not been completed, ahead of the expiry date of the credential or request.
Requests will be sent to the worker, their manager and finally HR if requests are outstanding and approaching their due date.
|
Recipient |
Purpose |
When |
Repeat |
|---|---|---|---|
|
Worker |
Advise that a credential is expiring |
30 days before expiry
|
No |
|
Worker |
Advise that a credential needs to be supplied/renewed |
When the credential renewal request is added:
|
Yes - every 30 days until the request is completed:
|
|
Worker |
Advise that supplied credential has been rejected by HR |
When the credential request is rejected |
No |
|
Worker |
Advise that supplied credential has been approved by HR |
When the credential request is approved |
No |
|
HR |
Advise that a credential has been submitted by a worker and is ready for review |
When the credential request is submitted by the worker |
No |
|
Manager |
Escalation email - letting the manager know that a worker reporting to them has not completed a credential renewal request. Send continually until the request is completed. |
14 days before the expiry of the credential to be renewed
|
Yes - every 7 days until the request is completed:
|
|
HR |
Advise that a worker has not responded to a credential request by the expiry date of the previous credential. |
On the expiry date of the credential to be renewed
|
Yes - every 7 days until the request is completed:
|
|
HR |
Advise that a worker’s credential has expired but a renewal has not been requested. |
On the expiry date of the credential
|
No |
Additional enhancements and updates
With every release we include a number of enhancements and updates to the core functionality of the Xemplo platform. These are designed to improve performance, security and reliability.
What’s next?
We're continuously striving to enhance your experience with Xemplo, and we're already hard at work on the next release, which promises even more exciting features and improvements. Your feedback is invaluable to us, so please don't hesitate to reach out to our support team with any suggestions or questions you may have. Thank you for choosing Xemplo as your trusted partner.
Always here to help
Have questions? We are here to help you. If you have any queries or feedback, don't hesitate to contact our Customer Success team.