Staff DBS Enhancements
A new DBS tab has been introduced into the Staff screen under the Info tab. This enhances the existing DBS functionality, allowing for more information to be recorded and reported on. New fields include separate Check Type and Status fields, requested, issued and renewal dates, Barred List reference, and a section for recording notes.
The original DBS fields remain in place on the Tax tab but are now read-only, and changes to those fields should now be made on the new tab.
Two new entries have been added to the Reports tab, the DBS Staff and DBS Site reports. These allow you to identify staff with or without DBS checks, staff who don’t have DBS who work at sites that require one, and allow the new fields to be pulled from the system through CSV extracts.
Improvements to Email Processing
A new emailing option has been added that allows large email batches to run separately from the main Site Manager window. This allows you to carry on working in Site Manager while the emails are sent in the background.
For full details on how to enable this functionality, please see the full release notes below.
Payroll – Include Total Paid Hours on Payslips
An option has been added to Payslips that allows a line to be included on each payslip that shows the total number of paid hours across all sites.
Payroll – Payslip Email Message
The body of text that is included with emailed payslips can now hold up to 32,000 characters.
Staff – Amendment Log for SSP Diary
A new log of amendments has been added to the SSP Diary. Click on the new ‘Amendments’ button to view it.
Invoicing – Change Default Invoice Number Range in Batch Print
Previously, the batch print of invoices defaulted to the first invoice number in the system. If not changed, this could result in all invoices being printed and/or emailed. This initial default has now been changed so that the system will ask you to choose the start of the number range, and will not let you proceed until a number has been chosen. If you choose unprinted invoices only it will default to the first unprinted invoice.
Worksheets – Improve Filtering Options in ‘Reconcile Contractor Inv’s to W-Sheets’ screen
In the Worksheets tab> C. Reconcile Contractor Inv’s to W-Sheets, the client code, site number and site name have been moved into separate columns. This allows for more flexible filtering on that screen.