List page for Workers without a position


Create a list page in Personnel management to see workers without a position currently assigned.

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Category: Personnel management (127)

STATUS DETAILS
Needs Votes

Ability to make Departments inactive


Several clients have a need to make departments inactive when the department is no longer used. The toggle would dictate whether the department appears on the dropdown in the position record. This would be beneficial when there are numerous departments to scroll though or when when the company ha...

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Category: Organization management (228)

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Needs Votes

Prefilter the Person field on the user record and add the personnel number in the dropdown


Since more personal contacts are being added to the system (mainly for the Benefit functionality), there are multiple instances where party records have the same name even though they are different people (ex: father and son of the same name). This makes it very difficult for people to choose the...

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Category: General (225)

STATUS DETAILS
Needs Votes

Add last name suffix to personal contacts


The last name suffix should be added to personal contacts because there are several cases where a father and son may share the same name, for instance. It is available on the party and worker record, but not for their personal contact person record.

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Category: Personnel management (127)

STATUS DETAILS
Needs Votes

Add 'Known as' to Worker entity in Dataverse


Many employees prefer to go by an alternative name. Currently 'Known as' is not being passed to Finance and Operations via the standard integration. This field should be included in the Worker Dataverse entity.

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Category: Integrations (59)

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Needs Votes

Ability to copy benefit plans


Functionality to create new benefit plans by copying from existing ones. There can be several versions of the same plan with the way the system is structured. It would be useful to have a functionality that can copy details from other plans, similar to the copy position functionality.

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Category: Benefits (25)

STATUS DETAILS
Needs Votes

Ability to require identification for personal contacts


There are some cases where identification is required for personal contacts. For example, the SSN may be required for personal contacts on benefit plans. A parameter or a report of personal contacts and identifications (available or missing) would be useful for tracking this information.

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Category: Personnel management (127)

STATUS DETAILS
Needs Votes

Ability to track versions for benefit plans


Ability to record detail changes for benefit plans. For example, maximum contributions for a plan may change year to year. It would be useful to have version tracking so that there is a history of the details. Similar to the changes timeline functionality on positions and jobs.

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Category: Benefits (25)

STATUS DETAILS
Needs Votes

Ability to require employees to provide office ID of their PCP before adding benefit plan to the cart


A feature where HR/benefit admins can require employees to enter in the Office ID of their PCP before the benefit plan is added to the employee's cart in self service. This is especially relevant in HMO plans where they need the office ID to provide to the provider.

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Category: Benefits (25)

STATUS DETAILS
Needs Votes

Include Custom fields on worker personnel actions


Allow custom fields to be added to worker actions when personnel actions are enabled. They should be available on the worker action form, flow through the workflow (if there is one) for review, and then be added to the worker record when the worker action is complete.

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Category: Personnel management (127)

STATUS DETAILS
Needs Votes