New feature ideas

It would be great if managers could get an instant notification when an employee submits a leave request, instead of only seeing it in the daily email. This would help us review requests and organise coverage sooner.

We would like to have letter templates for any circumstance where we issue a letter than needs to be kept on file. e.g, end of probation, employment confirmation, termination, consultation etc. The letter could have Dynamic Fields for name, position, dates etc like the contracts do with the key difference being that the content is a flexible text box that could have paragraphs of free text within and the employee would not need to sign.

Thats unbelievable in todays tech you guys can't give me REPORTS that sort by Surname and you can't sort the CSV file by surname you need to copy and paste all the names and change the order before you can sort, thats ridiculous, every basic payroll software can sort by surname, I would be asking your development team to action this ASAP

The ability to delete a schedule you have created, not just edit, Currently would need to back date the interview to block applicants from selecting a timeslot.

Summary Enable managers to roster team members to locations outside of those assigned in their Team Profile, without first needing to update the employee's location assignments. Problem Currently, managers can only roster employees to locations that are included in their Team Profile. This creates unnecessary administrative work when an employee needs to temporarily work at another location, as managers must first update the Team Profile before they can assign a shift. For businesses that frequently move staff between locations to cover leave, respond to demand, or support other sites, this adds friction to what should be a simple rostering task. Proposed Solution Allow managers with the appropriate permissions to assign shifts at any location within their organisation, even if the employee is not currently assigned to that location in their Team Profile. Potential safeguards could include: An organisation-level setting to enable or disable this behaviour. Permission controls limiting the feature to specific manager roles. A warning or confirmation when rostering an employee to a location outside their assigned Team Profile. Optional automatic addition of the location to the employee's Team Profile if the organisation chooses. Benefits Reduces administrative overhead for managers. Streamlines temporary transfers between locations. Improves flexibility when covering unexpected absences or busy periods. Speeds up roster creation and last-minute scheduling changes. Better supports multi-site organisations with shared workforces. Use Case A manager at Store A needs to cover a last-minute shift at Store B. The employee is available and qualified to work there, but Store B is not listed in their Team Profile. Instead of editing the employee's profile before creating the shift, the manager can simply assign the shift at Store B, making the rostering process faster and more efficient.

Any roster patterns created by a site are unavailable to other sites within the account. We have multiple instances where roster patterns are deleted by other locations that the roster patterns do not relate to.

The Leave Balances report currently only shows employees' current leave balances. It would be really helpful to have the option to generate a leave balance report as at a specific date. This is especially important at the end of the financial year, when businesses need to keep a record of leave balances for audit and reconciliation purposes. At the moment, there's no way to download a report showing leave balances at a past date, which makes historical reporting difficult. Having the ability to select a date and generate leave balances as at that date would make the reporting much more useful and support year-end record keeping.

There is currently no way to view a training module as an employee would see it. To check the content before rollout, we have to assign modules to ourselves and complete them, which clutters our own training records and slows down every edit. Requested enhancement: A simple 'preview' button for each training module we have created, allowing us to view the module exactly as an employee would see it.

## Summary Introduce a manager delegation feature that allows managers to assign another manager to temporarily cover their responsibilities when they are unavailable, such as during holidays or extended leave. This feature would provide a clear way to delegate oversight of direct reports and ensure team requests, approvals, and operational tasks continue without disruption. ## Problem Currently, when a General Manager or Manager is away on leave, there is no simple way to temporarily transfer their responsibilities to another manager. This can result in: Delays in approving requests. Missed actions requiring manager approval. Other managers needing to be manually updated or given access. A lack of clarity around who is responsible for supporting the team while the manager is unavailable. Businesses with multiple managers or locations need a simple way to maintain operational continuity without permanently changing reporting structures or team ownership. ## Proposed Solution Introduce a Manager Delegation feature that allows managers to nominate another manager to cover their responsibilities for a specified period. This could be implemented through: A delegation option within the person's profile. A prompt within the app when a user identified as a GM or Manager applies for leave or marks themselves as unavailable. A setup flow asking the manager who should cover their direct reports during their absence. The delegation setup could include: The manager selecting a delegate from available managers. A start and end date for the delegation period. The option to delegate all direct reports or selected teams. A clear indication that the delegation is temporary and does not change the permanent reporting structure. Delegated managers would be able to: View and support the delegated teams. Approve requests on behalf of the absent manager. Manage relevant team actions during the delegation period. Access roster and operational information required to support the team. Delegated managers would not: Become the permanent manager of the team. Change the official organisational structure. Receive ongoing manager responsibilities after the delegation period ends. ## Benefits Ensures business continuity when managers are unavailable. Reduces delays in approvals and team actions. Provides a clear ownership process during manager leave. Removes the need for temporary manual permission changes. Improves support for multi-location businesses with shared management structures. Creates a better employee experience by ensuring requests are actioned promptly. ## Use Case A General Manager is going on a two-week holiday and has several department managers reporting into them. Before leaving, the GM selects another manager as their delegate for the duration of their absence. During this period, the delegated manager can approve requests, oversee team activity, and support the GM's direct reports. Once the holiday period ends, the delegation automatically expires and the original reporting structure remains unchanged.

Product Request: Add "Visibility of Teams" to the Teams Section of a People Profile Summary Introduce a fourth option within the Teams section of a person's profile called Visibility of Teams . This setting would allow organisations to grant users visibility and operational access over additional teams without assigning them as the manager of those teams. Problem Currently, the Teams section of a person's profile includes three options: Teams they work in. Default payroll location. Teams they are manager of. Assigning a user as the manager of a team provides visibility, management responsibilities, and manager notifications. However, there are many roles that require oversight of teams and the ability to support operational tasks without being the direct manager of those teams. This currently requires organisations to assign users as managers simply to provide access, which can result in unnecessary notifications, incorrect reporting structures, and unclear ownership of teams. Proposed Solution Add a fourth field to the Teams section called Visibility of Teams. This field would allow administrators to select one or more teams that a user can access without assigning them as the official manager of those teams. Users granted visibility would be able to: View employee data for the selected teams. View and oversee rosters for the selected teams. Access reporting and operational information for those teams (subject to existing permissions). Act on behalf of the team manager when required, such as approving requests, managing exceptions, or completing other team actions. Provide operational support to teams without changing the official team management structure. Users would not: Be assigned as the official manager of the team. Receive standard manager notifications for those teams. Change the reporting structure or ownership of the team. Benefits Separates team visibility from formal management responsibilities. Provides more flexible access controls for multi-site organisations. Allows regional, HR, payroll, and operational leaders to support teams without becoming the assigned manager. Reduces unnecessary manager notifications. Improves efficiency by allowing authorised users to action requests without needing manager reassignment. Creates a clearer distinction between who manages a team and who needs oversight of that team. Use Case A Regional Operations Manager oversees multiple stores and needs visibility of rosters, employee data, and operational activity across all locations. Each store still has its own Store Manager responsible for day-to-day management. Using the proposed Visibility of Teams field, the Regional Operations Manager can view each store's information and, when required, approve leave requests or other team actions on behalf of the Store Manager. They do not become the official manager of those teams and do not receive all manager notifications, maintaining the correct organisational structure while providing the flexibility needed to support the business.