Payrolls

Once a project has finished and the planner has cleared the position it is ready to be added to an employee’s payroll.

Payrolls are generated for all active employees for a chosen period and then all cleared items within that period can be added to their individual payrolls in a single click. The accountant can then check each payroll and make any adjustments needed. Once all payrolls have been completed a notification can be sent to all employees simultaneously, the payroll details pdf can be generated and once the rights are set to ‘a’ it will become available for the employee to  download via the app.

Depending on the user’s preferred workflow the payroll documents can be automatically generated and the rights set to a when the notification is sent, this is determined by the email template type used, see here for full details
https://wiki.squidweb.info/index.php?title=Templates#Payrolls

 

SquidWeb update 09.10.2019

   New features and updates:

  • Full text search added to mailbox
  • New project status added “Refused”
  • Payroll category has been added to mailbox
  • Payroll container totals have been updated
  • Create a new project/receipt/invoice/payroll from an email- depending on which category it is assigned to:

    (These options may also be done by right clicking on the email itself. The email must be in status Assigned or Delivered)

    Bug fixes:

  • Duplicate crew option is fixed
  • Payroll actives feedback is fixed
  • Send SMS from Crew profile is fixed
  • Confirming payroll items is fixed
  • Invoice formatting improved
  • Delivery note rating system updated
  • Adding block dates is fixed
  • Rate cards are 100% responsive again

Mailbox

SquidWeb’s mailbox is an integrated email system that allows for the creation and processing of mail for public or private mailboxes – an address can be created for individual team members or company departments.

As well as being a fully functional email client- allowing users to read, filter, reply, forward and create emails – Mailbox allows users to assign an email to other destination within in SquidWeb:
An email can be assigned to a specific category such as ‘Projects’, ‘Invoices’ or ‘Receipts’. Once a mail is assigned to ‘Projects’ for example, it may then be attached to an existing project or a new project can be created directly from the mailbox page:

To create a project directly from the mailbox page, right click the email in the email list or its attachment, the email must have the status ‘assigned’ or ‘received’.

Emails and their attachments will be accessible from their assigned destination.

Mail- Appointments enable to send a new email or replying to an existing email chain, with the option of adding a Jitsi meeting appointment which will be automatically added to the calendar authorized via Squid, which is in most cases Google Calendar.

Show email history can be used to quickly identify the history and all statuses connected to an email chain. It can be seen under the specific email and on the right hand side Email history container:

Draft emails can also be created to prevent email lose. If SquidWeb is accidentally closed, or refreshed, for any reason while an email is being written, a draft email will be created to store the email. Saving the content of the mail to be sent later. Once created draft emails can be accessed by selecting the number in the email list container header. Clicking on this button will filter the email list to show only mail with the status “Draft”:

Draft emails can also be filtered by selecting “Draft” from the status filter in the email list header. For details on how to display and interact with the status filter, as well as full details on all other Mailbox features, layout and functionality, watch our tutorial video here: