New

  • Settings
    • In Company Settings, Implemented the configuration option to trigger automatic welcome email to employees and contractors.
    • In Sales tab, given provision to add the client as a customer to QuickBooks from partner details.
    • In HR tab, given provision to configure the Federal Holiday based on the Business Unit.
  • Sub-Contractor Login
    • Implemented the Pie-Chart to view Onboarding List, PO List and Employee Timesheet
    • Implemented a new tab ‘Timesheet Reports’ to filter and view the contractor's timesheet based on year and month.
  • Employee Pre-Hire
    • Given Provision to candidate to update their Demographic details for Work Authorization
  • Workorder
    • In T&M -> New feature is implemented to choose if the workorder requires PO initiation process for E-Signing the PO document.
    • Added Recruiter ID field to select the recruiter for the consultant.
  • Timesheet Module
    • Reflecting the Federal Holiday on the corresponding date as per the configuration in settings.
  • Employee Central
    • Introduced new role ‘Immigration Co-Ordinator' and will be giving module & Business Unit access accordingly.
  • Immigration
    • Implemented new module ‘Immigration’ to maintain and view the immigration details which is segregated from HR module.
  • Accounting
    • In Payable, given provision to select the configured payable service in Bill generation tab.
    • In Payable, given provision to select the configured Account List in Bill Updation tab.
  • Others
    • Addition of Mobile number pattern validation for Dubai & Mexico Countries.
    • Implemented read recipient notification to customer after generating the invoice.

Enhancement

  • Settings
    • In Q’Book Integration, grouped the conversion and configuration tab which includes payment terms tab from general config and QB Config tab from Sales.
    • Search box is implemented in Quick Book Conversion tab.
  • Sub-Contractor Login
    • Implemented the Check Box ‘Same as above’ option for Supplier to avoid the manual entry of all contacts.
  • Timesheet Module
    • Given provision to view the uploaded image files instead of download & view.
    • Given provision to upload word format file as well.
  • Employee Central
    • Moved the Rehire option from reports to employee central. Based on the year user can view and rehire the inactive employee.
  • Reports
    • In HR->Employee Reports, given provision to download the active/inactive employee list in CSV format.

New

  • Settings
    • Addition of System Admin Email in Company settings to automatically notify administrators to create an official email for candidates to onboard, whether they are employees or contractors.
    • Addition of authorized signatory in Company settings for the final approval of the PO / MSA document signing.
    • Configuration of Work authorization status based on the business unit within the application for consistent data management.
    • New feature of PO/ MSA workflow Configuration was introduced under the settings module to help simplify and optimize the business processes.
    • Quick Books can now be integrated into our application with our new configuration screen ‘Quickbook Account Config’ to customize the account, item and payment related settings based on business unit. This new feature allows to streamline the accounting processes.
  • Sub-Contractor Login - PO List Module
    • New “PO List” module in the sub-contractor login gives a comprehensive view of work order details for the respective contractors, including their PO E-signing status. This feature helps stay on top of contractor management tasks, ensuring timely completion of work orders and efficient communication with the concerned suppliers.
  • Dashboard
    • Payroll update card to view the alerts for the payroll-related action.
    • Dashboard card for HR actions 
      • On-boarding pending
      • Pre-hire Pending 
      • New Hire pending 
      • Supplier onboarding pending

Enhancement

  • Log In Screen
    • Password visibility option is implemented to view the input of change password.
  • Dashboard
    • Enhancement in Payroll update card to view the in-depth details for the payroll-related actions taken.
  • Settings
    • Syncing of Datas from QuickBooks to EmployEz for accounts, items, and payment methods. This saves time and effort by accessing this information directly within our application, without having to switch back and forth between platforms.
    • Accessibility of Q’Book Integration tab to Accounting role
  • Employee Prehire
    • Search functionality was implemented under PreHire Approval tab for scrutinizing the employee with their basic details of name, phone number, Email or with the Agreement / Onboarding status.
    • SMS sending facility to our prehire approval process, allowing to notify newly hired candidates to fill and sign their documents with ease.
  • Employee Create/Edit
    • Defaulting of Pay provider Id while creating an employee profile, to alert the HR while performing the payroll extract in-order to sync the profile with the pay provider.
  • Sub-Contractor Onboarding Dashboard: 
    • Initiate PO tab is implemented in sub-contractor on-boarding dashboard, where HR can initiate the signing process of PO agreement. PO agreement will be auto-populated with work order data and initiated from the adobe platform for E-Signing between the procurement department and suppliers.
    • Implementation of 3 level journey of MSA and PO agreements with HR reviewing and approving the forms followed by the sub-contractor and authorized signatory signing.
  • Work Order
    •  In Time & Material
      •  BGC documents are captured in On-boarding document list with respect to contractors assigned to work order.
      • In Account rep tab, provision is given to add multiple recipients for the invoice with ease.
      • Enhancement feature of enable invoice edit in account rep tab allows editing of time sheet hours while generating invoice, making the process even more flexible and convenient. With this feature enabled, changes to the time sheet hours can be made without having to start the invoice creation process over from scratch.
  • Resource Allocation
    • In connection with the projects that are expired, project extension grace period has been extended to 30 days.
  • Immigration Docs
    • Under Immigration Documents, categorization capabilities have been enhanced to easily organize and manage the immigration documents. New documents can be added based on their respective category, and even move existing documents to the appropriate category using our intuitive Move option.

Mobile Application

  • Enhancement of mobile application to include Internal / In-house projects.

New

  • Settings
    • Configuring Insurance Plans on settings according to the business unit.
    • Bulk upload option for Employee and vendors documents feature added.
    • Manage procurement team.
    • Bulk upload of Immigration documents (Data conversion – >Documents upload-> immigration documents).
    • Yearly activities module in - Settings- HR tab to update the vacation, vacation carry forward and initiate the accrual process.
  • Employee Central
    • Immigration documents are viewable as a separate category in Employee Central.
  • Dashboard
    • Payroll update card to view the alerts for the payroll-related action.
    • Dashboard card for HR actions 
      • On-boarding pending
      • Pre-hire Pending 
      • New Hire pending 
      • Sub-Contractor onboarding pending
  • Others
    • Auto intimation to HR with email while new Sub-Contractor onboarding is initiated.
    • Established accessible auto-generated logs in the server.

Enhancement

  • Dashboard
    • Sales and project update features in the employee dashboard.
    • Sub-Contractor Onboarding - ordering the data in the dashboard based on status
  • Settings
    • A copy of Sub-Contractor onboarding documents is to be maintained in Partner Details for the corresponding Supplier.
    • Tooltip initiated in hiring model.
  • Work Order
    • Feature to Assign existing Contractors to Suppliers companies while creating contractors individually in the system.
    • Time & Material – showcasing onboarding documents for respective consultant/contractor in PO.
  • Reports
    • Tooltip initiated in employee reports (Change Type).
    • Self Expense report – updated the sorting process/option.
  • Others
    • Multiple  Line Item project names to reflect in Resource allocation, Timesheet and reports.
    • Automatic formatting of phone numbers across the application Business Unit wise.
    • Send system generated email with your company name.

New

  • Employee Central
    • While creating an Employee/Contractor, each information filling tab can now be saved individually at any instance and can restart later from where it was left.
    • The restart process can be done under the ‘Pending List’ option.
    • Auto alerts to the insurance provider on hiring and terminating employees.
  • Accounting – Receivables
    • Invoice Timesheet Attachment feature,
      • Provision has been given to attach the employee uploaded - client approved timesheet and send the attachments along with the invoice in email during invoice generation
      • To view and select the uploaded timesheet files, the ‘Attach Timesheet's icon has been implemented.
  • Work Order
    • Internal Project module,
      • Provision to add Internal Project as a Work Order has been newly implemented, with minimal details of the project.
      • It is mainly used for in-house projects, allocating resources can be done for the same in Resource Allocation.
  • Settings
    • Quick Book Integration,
      • Quick Books is now integrated with the application for the Vendor, Customer details and Payment terms.
      • The data from the Quick Books are fetched and displayed in the application, under the new tab called ‘ Q’ Book Integration ‘. The data from this tab can be updated in the application
      • The Vendor and Customer data will get updated in Partner Details.
      • New tab namely Payment Details is implemented for the updated Payment terms.
  • Easy email capturing of Insurance providers through company details.

Enhancement

Reports:
  • In Utilization reports, under Active Employees:
    • Now reports can be filtered and sorted based on the Cost Center.
    • Introduced Export CSV option to download the Utilization reports in CSV (Comma Separated Values) Format.
Accounting – Receivables:
  • Invoice Download option,
    • Invoice download option has been implemented in Invoice Updating, Invoice Report and Pending Payments tab. This is mainly implemented in order to view the Hours, Rate and Discount details of the original invoice.
    • By clicking the Invoice Number, the respective Invoice will get downloaded for viewing and can also be saved in the system
Sub-Contractor Onboarding:
  • Welcome Email generation,
    • Initiation of welcome email to the contractor on initiating a Sub-Contractor onboarding request by a Sales personnel.
    • The email consists of a welcome note with their designation, client name and the start date of the project.
 

New

  • Reports
    • Downloadable expense report feature.
    • Downloadable employee timesheet Report in payroll report with configurable option to download only the Billable hours.
  • Time-Off
    • Introduced  Paid Time-off and sick leave to be maintained as separate vacation codes

Enhancement

  • Work order
    • Effective implementation of Master Services Agreement., archiving to the system and maintaining in the work order.
  • Reports
    • Custom report enhanced to have additional fields like Work Status.
  • Sub-Contractor Onboarding
    • Sub-Contractor Onboarding to have provision to add additional contractors for the same supplier company.
  • Settings
    • Employee Information and Vendor details upload from the Data conversion screen based on the latest application changes

New

  • Settings
    • Introduced configuration by Admin on Work Authorization-related IDs.
    • Biweekly/ Weekly Calendar upload via Data conversion screen through CSV file.
  • Training Resource
    • Introduced a Training Module where HR can upload required Training materials and assign them to Employees with a due date of completion.
    •  Employees when logging in to their portal can have the Training materials accessed and complete the training.

Enhancement

  • Dashboard
    • Pending Invoice charts in the Dashboard can be viewed based on Business Units.
  • Work order
    • Billing Information in Work Order to have Gross Profit type options – Amount/Percentage.
   

New

  • Sub-Contractor Onboarding
    • Sub-Contractor Onboarding feature introduced, which enables the company to onboard a new supplier company and also onboard the contractor from the Supplier company and create a work order for the contractor.
  • Sub-Contractor Dashboard
    • All the documents to be signed by the parties can be initiated through Adobe platform to have the e-signature, and other documents can be uploaded through the system and maintained.

Enhancement

  • Reports-HR
    • Option to update the PTO Payout hours in Reports->HR-> Vacation reports

New

  • Dashboard
    • Pending Invoice and Pending payments graphical representation in Dashboard card.  
      • Showcasing pending invoices and pending payments respective to BU
      • Showcasing pending invoices and pending payments based on the due date, price model and invoicing schedule.
      • By clicking the respective color code in the chart, the application will navigate to the respective module to view the pending details.
      • These cards are configurable from the settings.
    • Provision to upload Covid Vaccination Certificate for all employees
    • An employee can be able to upload the covid vaccination certificate in the To-do List data card based on the vaccination status.

New

  • Receivables
    • The Pending Payments tab was introduced in the Invoice module. This will show the invoices raised which are pending to be paid by the Client.
    • This tab also has a feature to send a reminder email to a set of Clients in one go, or individually.

Enhancement

  • Timesheet
    • Admin TS changes to allow per-day entry.
  • Employee Pre-Hire
    • Archive all the onboarding documents in the pre-hire module.

New

  • Employee Central
    •  SSN (Social Security Number) authentication set up.
  • Reports
    •  Employee count subscription report.
  • Work Order
    • Milestone invoicing introduced in Fixed PO
  • Settings
    • Introduced upload and download of Customer Invoice schedule in Settings - > sales order - > Customer Invoice schedule option.

Enhancement

  • Reports
    • Timesheets and payroll reports can be sorted through the approver and manager.
    • Immigration Report can be exported in excel.
  • Timesheet
    • Timesheet logging can be controlled by the Project-based Timesheet settings.
    • Reject timesheet after approval.
    • The timesheet was enhanced to show the Week's Total to bring the overtime hours in the notice.
    •  In the timesheet, variable pay and hourly employees directly enter hours against LOP
       

New

  • Dashboard Cards
    • Visa Expiration dashboard card introduced
    • Dashboard card order can be changed in the settings
  • Reports
    • New Sales Realized report to track sales by recruiters in Financial Reports. Charts/graphs added for quick visualization.
    • New Immigration report to track visas, status, and dates in HR Report
  • Help File added for quick access throughout the application

Enhancement

  • Overtime hours can now be calculated by either Project or Total time clocked
  • You can now specify a different ‘Employee Pay Rate’ for hourly employees in Sales Orders. Payroll calculations will also reflect this rate
  • Enhanced integration for Invoicing Module with Quickbooks for payable and receivable module
  • Enhanced intuitive user interface for receivable module
  • Fixed PO’s
    • Workflow changed: When a PO is created, supervisors have to ‘Complete’ it and assign incentives. It will then become available for Resource allocation.
    • Mail alert is triggered to Approver on Fixed PO creation.

New

  • Mobile App
    • The New Time-Off module allows employees to submit leave requests on the go.
  • Supplier and Payable Module
    • New functionality to maintain payment details.
      • Integrated new supplier details to QuickBooks
      • Both Fixed and T&M POs supported
      • The payable module matches Vendor bills against Sales Orders and Contractors' details such as hours logged and agreed-upon Pay Rate
      • Payments are released based on payment terms selected
      • Integration for bill creation and subsequent bill payment in Quickbooks
  • Two-Factor Authentication available as an option
    • Two-factor authentication using Google Authenticator available for enhanced security
  • Reports
    • New Admin: Sales Realized Report shows total T&M sales for a selected period

Enhancement

  • Employee Self Service
    • File upload functionality was added to each tab during Change Requests. Once the request is approved by HR, the file will be moved to Employee Central and viewable in the Upload tab.
  • Reports
    • Utilization Report: Added Pie Charts to view employee utilization by percentage
  • Others:
    • Password: Reset Password: Added SMS option to send OTP
    • Improved workflow for Sales Orders so they have to be approved by an Admin before employees can be assigned. This adds a layer of validation for rates.
    •  Employees can now upload files such as identification documents during Onboarding. Once the Pre-hire approval process is complete, the files will be visible in the Employee Central Onboarding submodule.

New

  • Favorite Reports Dashboard Card
    • You can now add reports to your favourite list by clicking the ‘Star’ icon to the right of all reports.
    • These ‘Favorite’ reports will then show in the ‘Favorite Reports’ card in your Dashboard. You can access these reports directly by clicking on the links in your dashboard card.

Enhancement

  • The timesheet has an updated look with a cleaner calendar. The week buttons are gone and you can click on any day of the calendar to be taken to the time entry for that week.
  • The dropdown list to select a pay period in Timesheet now shows the months/pay periods in descending order.
  • For Bi-Weekly and Weekly timesheets, the dropdown list for pay periods shows fewer periods. You can select additional periods by clicking the ‘Additional Periods’ button above the dropdown.
  • Recruiters now have to provide a reason for editing a PO after creation. Just type in your reason for editing the PO in the popup box.
  • Leave application for PTO was restricted to only apply for allowed PTO hours in the Time-Off module.
  • Dashboard:
    • Using the Settings (Admin), ‘General Config’ tab, you can configure a dashboard card to:
      • link to external web pages by clicking the ‘External Domain’ checkbox.
      • browse and select a file from your local machine and upload it so it can be accessed by clicking on its link in the dashboard card.
  • Immigration Module:
    • ‘Immigration’ flag introduced in Admin Settings-> General Config-> Company Info popup box.
    • Selecting this flag enables the ‘Immigration’ module in the HR menu items.
    • The immigration module allows you to view a list of employees with the ‘H1B’ status.
    • By clicking the ‘Edit Details/View Docs button, you can maintain immigration-related information such as I-94 number and expiration date.
    • Any changes made to the Worksite tab are also updated in the Employee Create/Edit module.
    • Documents uploaded via this module are also available for viewing in Reports->Public Access Files.
  • Project-Based Timesheets:
    • ‘Proj Based TS’ flag introduced in Admin Settings-> General Config-> Company Info popup box.
      • Selecting this flag means that employees can only record time against projects they are assigned to.
      • After the expiration of their assigned project, either the project may be extended or they may be assigned to a new project.
  • Invoicing:
    • From the list of invoices, click on an employee name. Select employee/s in the popup and send an SMS message to remind them to submit their timesheet to expedite invoicing.
    • Show the open balance and overdue balance in the reports

New

  • Employee Central:
    • ‘Gender’ and ‘Ethnicity’ fields were added to the ‘Personal’ info tab.
    • Employees can be marked as ‘Floater’ by checking a box in the ‘Pay Config’ tab.
  • Reports:
    • The new ‘EEO Report’ provides a demographic breakdown of the employer’s workforce by race and gender.
    • Approver (Project Time Approval Report): You can now narrow down the ‘Project Time Approval’ list entries by Project- simply select the desired project from the dropdown after selecting the time period and generating the report.
    • Added the Balance PTO field in the HR vacation report.
  • SMS messaging functionality was added to the application. 
    • In Reports-> Payroll, select employees and click the ‘Send SMS Reminder’ button to send a text message to selected employees reminding them to submit their timesheets.
      • You can also use this functionality to send your own custom messages.
    • In the Resource Allocation module, you can select Employees and send a text message to check on their availability for a project by clicking the ‘SMS Employees’ button.
      • You can view their responses in the ‘View Responses’ tab.
  • Invoicing:
    • Payment integration with Quickbooks was added.

Enhancement

  • Resource Allocation Module:
    • Employee projects can be extended using the module, however, the project end date must be within 15 days of the present date.
      • After the grace period of 15 days for the extension period, you can add an employee again to the project by using the ‘Add Employees’ button.
    • ‘Floater’ type employees are distinguished in the add employee dropdown by showing the floater word in parenthesis next to their name in the list.

New

  • Switch to Azure Cloud Platform:
    • Moved the hosting environment from AWS to the Secure Microsoft Azure platform
    • The single-tenant architecture was introduced for clients who do not want to go with the Saas model
  • Employee Central:
    •  Timesheets:
      • Admin timesheet was introduced for employees unable to enter time. The time Coordinator would enter time for those employees using the Admin TS
        • Email Notifications are sent to
          • Managers when timesheet, time off request or expense request is submitted.
          • Employees get a notification when a timesheet or expense request is rejected
          • HR manager when a change request is submitted by an employee
  • Disciplinary Module:
    • When an employee exhibits undesirable behavior on duty, managers can record the incident using this module. Select the Employee, date, location, and type of activity and add comments.
    • The list of disciplinary actions can be viewed in Reports->Approver and Reports->HR tabs.

Enhancement

  • Reports:
    • The Utilization Report was completely revamped. You can view entries grouped by Employees, Projects, or Clients by selecting the corresponding field in the table header.
    • Approver-> Timesheet report added
    • Option to rehire inactive employees added: using the HR->Employee->Inactive Employee option, you can select an inactive employee and rehire them.
  • Invoicing:
    • Integration with Quickbooks enhanced to support multiple selections of invoices to be sent to QuickBooks.
    • In the Invoice Updation tab, we introduced the payment method (ACH and Check) in the dropdown.
    • During Invoice Generation, the amount to be invoiced is populated in the “Invoice Amount’ text box, but the accountant can change this amount based on what is to be invoiced depending on other conditions.
    • Multiple invoices can now be selected for updating in the Invoice Updation tab.