New Self-Service Features

We have been working on expanding our self-service functionality recently and are pleased to announce that we have added two new features. These changes allow you to disable different types of self-service requests (i.e. leave and / or info update requests). You’re now also able to hide leave balances for all or some of your leave types.

You can make these setup changes by navigating to Employees > Self-Service > Settings and then selecting either General or Leave from the drop-down menu.

To disable self-service request types, select General from the menu and select whichever types of requests you would like to disable for self-service. Once you’ve done this, self-service users won’t be able to submit any new requests for the type you disabled.

To hide leave balances, select Leave from the menu and uncheck the leave types for which you would like to hide the balances. After you’ve done this, self-service users won’t be able to see their leave balances for the specific leave type, but will still be able to submit requests.

We hope that these new features improve your payroll processing experience. 

For more information on how to make these changes, please refer to our help site pages here or contact our support team.

Team SimplePay

Tax Certificates Now Available via Employee Self-Service

At SimplePay we strive to create value for you by meeting your payroll needs in a simple and easy manner. With that in mind, we are thrilled to announce the launch of a new feature to make the tax year-end even easier for you – employees can now view their tax certificates via the self-service function.

This means that you can release IR8As to your employees at the end of the tax year at the click of a button. Employees will be informed via email that their tax certificates are available on their employee self-service. You can also attach a PDF of their tax certificate in this email.

Please see the following help page for more information on the steps to enable and use this function.

Team SimplePay

Add Supporting Documents to Self-Service Leave Requests

You asked and we delivered! We have expanded the self-service functionality so that employees can add documents when they request leave. Now employees can attach doctor’s certificates, birth and death certificates, or any other supporting documents to leave requests with ease.

To find out how to add documents as an employee, read more on this help page.

Leave approvers can view these documents without needing the employee to hand them to each person directly.

To find out how to view documents as a leave approver, read more about it on this help page.

Just another way that SimplePay is working to make payroll simpler for you!

The SimplePay Team

Getting Started with Employee Self Service

Here at SimplePay, we believe that taking leave and getting paid should be the least stressful work related things that your employees can do. In the past, however, this hasn’t always been the case, mostly because of all of the red tape and paperwork involved in collecting payslips, and requesting and approving leave.

In our mission to make your payroll experience as simple as possible, we decided to address this issue by including a convenient and easy to use leave requesting and approval system. Your employees will never have to be late for the holiday of a lifetime because their leave didn’t get approved in time. Check out the rest of the post for more information on how you can make your life easier by using employee self service.

Once you’ve logged into SimplePay, click on the Employees tab and then select Manage Self-Service on the right side of the page.

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This will bring up a page displaying all of the employees in the company, with blank spaces in which you can fill in their E-Mail addresses. Go ahead and fill these in for all of the employees for whom you want to enable self-service, after which you can tick the Enabled box. After you have done this you can click on the Save button, which will send emails to everyone on this list, requesting them to create an account that they will be able to use to check payslips and request or approve leave.

The next step in this process is to go to Manage Leave Settings in order to set up your organisation’s approval groups.

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The first step will be to click on Add Group. This will allow you to tell SimplePay who will be applying for leave, and who will be approving it. When setting up who requests will be approved by, you will need to choose from one of four options for each group:

  • Single Approver – This person holds all the power. All requests get approved by them and them alone.
  • Any of – If at least one person on this list approves the leave, you’re good to go.
  • All of – Every single person on this list has to approve the leave request for it to be approved.
  • All in order – Each person on this list will be notified of the leave request only if the person before them in the list approved it.

Once you have selected which of these modes you want, you can click on the plus icon, select somebody from the list and then click Add. Repeat this process for each leave approver. Specifying who will request leave for this group works in the same way. Click on the plus, select the name and then click Add. Easy. To make things even simpler, if the whole company will be using the same leave approver(s), you can just select the company name from the drop down menu.

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Believe it or not, that was the hard part. From now on, your employees will be able to log into their own SimplePay account in order to view or download any payslips they have available or to submit leave requests.

To put in a leave request, employees can simply click on Requests and then Submit Leave Request. From there they can just select the days of leave that they want to request as well as the type of leave before clicking Confirm. After this there will be an option to record a personalised message that will be seen by whoever is approving the leave.

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As soon as they click Save, an email will be sent to the appropriate leave approver(s), notifying them of the request.

This email will contain a link to the Approval tab, which will allow yourself or the appointed employee to either approve or deny the request, along with a comment.

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So there it is. Getting the go ahead for that dream get-away has never been easier. If you can think of any way that we can make this process even simpler, please feel free get in touch with us and let us know.

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