What's new?
Enhanced Configuration for Anniversary Leave and Entitlement Calculations
We have introduced an improvement to holiday entitlement configuration, giving system administrators greater flexibility when managing how leave is calculated.
What's changing?
The existing global setting 'Holiday Entitlement Uses Continuous Service Date' has been renamed to 'Anniversary Leave Use Continuous Service Date'.
This setting now specifically controls whether the Continuous Service Date (CSD) is used when calculating anniversary leave only.
The current status (on/off) of this setting will remain unchanged after the update.
A new global setting has been introduced: 'Entitlement for Period to Use Continuous Service Date'.
This setting is defaulted to 'off'.
When enabled, it instructs the system to use the Continuous Service Date (CSD) to determine the employment start date for calculating entitlement for the period (where "period" refers to the absence period).
Why this change?
This update provides better control and flexibility when handling different holiday calculation methods, supporting organisations that wish to separate how anniversary leave and standard entitlement are determined.
No immediate action is required, but administrators may wish to review the new setting to ensure it aligns with their leave management preferences.
Improvements to Access Evo User Management: Automatic Deletion on Termination and Activation on Rehire
We have introduced enhancements to Access Evo integration to ensure smoother management of employee access when employees leave or rejoin the business.
What's changing?
Automatic Deletion of 'Added' Evo Users on Termination
If a user has a Access Evo Member status of 'Added' (i.e., they have not yet completed their Evo registration) at the point of termination in Access People, their Evo profile will now be automatically deleted.
This prevents employees from registering for Evo after they have left the organisation.
Important: This deletion happens automatically when the employee’s termination date is processed in Access People.
Automatic Activation of Evo Profile on Rehire
When an employee is rehired in Access People, their Evo profile will now be automatically reactivated.
This removes the need for manual updates in two systems, improving efficiency for managers and administrators.
Note: Only the Access People role will be updated automatically. If the employee requires access to other Access products, this will still need to be managed manually.
Why this change?
These updates help ensure that employee access is kept up-to-date without manual intervention, reducing administrative effort and improving security by ensuring former employees cannot register post-termination.
Where to find it
These improvements are automatically applied when processing employee terminations and rehires in Access People.
New Setting: Enable Pre-Starter Role Access
We have introduced a new configuration option that allows organisations to grant early access to HR features for new starters, helping them feel prepared and engaged ahead of their first day.
What's changing?
New Global Setting: "Enable Pre-Starter Role Access"
When enabled, this setting allows users with a future start date to inherit the permissions of a specified role until their official start date is reached.
This ensures new starters can access important HR information and key documents before their first working day.
By default, this setting is off.
Configuration Details:
The setting is Boolean-controlled (True/False).
A Role GUID must be provided to determine which permissions pre-starters will inherit.
Access is temporary — it only applies prior to the start date and does not impact permissions once the employee has officially started.
Important Note: To obtain the correct Role GUID for configuration, users should raise a support case via the Access Helpdesk.
Why this change?
This update helps recruiting managers improve onboarding experiences by providing pre-starters with early access to relevant HR information, boosting engagement and reducing first-day confusion.
Where to find it
The new setting can be found under Global Settings > Pre-Starter Access within Access People.
Display Probation Start Date on the Employment Record
We have made an improvement to the probation management screen to help managers validate key employment details more easily.
What's Changing?
The Probation Start Date will now be displayed within the Probation section of an employee’s Employment Record.
This allows managers to quickly identify the probation start date in scenarios where the start dates doesn’t align with the employee’s employment start date.
Important Note: This update does not introduce any new validation rules — it simply enhances the visibility of existing information.
Why this change?
This enhancement helps ensure probation records are accurate and consistent, supporting better management of employee onboarding and probation processes.
Where to find it
Navigate to the employee’s Employment Record > Probation tab to view the new Probation Start Date field.
Batch Claims dataset within Custom Reporting module
We have added a new dataset to the custom reporting module for Batch Claims; this is similar to the self-service claims but is for reporting on the expenses along their batch information.
What's changing?
There is a new dataset within Custom Reporting module called 'Batch Claims’
This dataset will allow the reporting on the Payroll Claims, Expense Claims and Mileage Claims within a batch
This will also enable users to report on the batch file itself with fields like Cost Code, Value, Rejection reason, Notes and authorisation status
Why this change?
This is to complement the existing Self-Serve Pay Claims dataset, previously you could only report on Payroll claims or claims that were logged via the self-serve portal, now you can do both for a wider view of the claims being processed within your system
Where to find it
Within Custom Reporting module, now when you choose to create a new report, the ‘Batch Claims’ dataset can be selected
New Rota Statistics for Improved Workforce Insights
We have enhanced the Rota Stats panel to provide additional key metrics, giving system administrators greater visibility over employee workloads to support payroll, reporting, and workforce planning.
What's changing?
Three new fields have been added to the Rota Stats panel:
Total Calendar Month Worked Hours
Displays the sum of all actual hours worked from the 1st of the current calendar month to today, plus forecasted hours for the remainder of the month.
Last Four Rota Weeks Worked Hours
Displays the total of actual and forecasted hours for the current rota week, plus actual hours for the previous three completed rota weeks.
Annualised Worked Hours
Displays the sum of actual hours worked over the past 365 days (forecasted hours are excluded).
Each field includes a tooltip to explain the calculation method, ensuring the information is clear and accessible.
Why this change?
These enhancements make it easier to understand employee work patterns at a glance, improving decision-making around staffing, overtime, and resource planning.
Where to find it
The new rota statistics are available within the Pay Summary screen under the Payroll section on the employee profile.
View Holiday and Rota Statistics from the Rota Screen
We have introduced a new feature to help managers and administrators make more informed decisions when planning rotas.
From the rota screen, managers can now quickly access an employee's Holiday and Additional Rota Statistics via a new stats icon (similar to the existing 'Adj' icon). Selecting this icon will open a panel displaying:
Holiday Stats: Available, Taken To Date, Booked and Pending Approval for the Absence Period in which the rota falls in.
Rota Stats: Calendar Month Worked Hours, Last Four Rota Weeks Hours and Annualised Hours.
These new insights aim to support better rota planning, workforce management, and payroll accuracy, ensuring managers and administrators can balance employee workload more effectively.
Enhanced Employee Information Display on Rota Rule Infringement Screen
We have improved the layout of the Rota Rule Infringement screen to provide a more consistent and efficient experience for managers when resolving infringements.
What's changing?
The Employee Information displayed on the Rota Rule Infringement screen has been updated to match the layout used on the Rota screen.
This change includes improvements to how employee names and key details are presented, making it easier to identify employees at a glance.
Users can now more easily navigate to an employee’s profile directly from the infringement screen, without needing to return to the rota view.
Why this change?
This update enhances consistency across screens, reduces unnecessary navigation, and improves the overall efficiency of resolving rota rule infringements.
Where to find it
Access the improved layout by navigating to Rota > Rule Infringements.
How to access this update
This version automatically updates on 21 May 2025.