As usual, our teams have done an amazing job to make available these highly anticipated features :)

DocTemplates

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Until now, the DocTemplates app allowed you to generate one document template per card (with the possibility to make one specific to each Agency/business unit/client/language).

From now on, you will be able to generate more types of documents (e.g.: employer certificate, probation period validation, mutual agreement termination, equipment loan, mission order, delivery notes...)

To do this, you can now associate multiple templates to a single category and choose the one you wish to use.

If you do not change it, your template will be offered using the name of your Word template but removing the attributes between [] as well as the _.

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For generating your invoices and quotations, it is not possible to have different templates as these must be unique and can be sent by email via the Emailing app. If you need to generate different commercial offers, we recommend associating them with the "Opportunity".

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To give even more power to this app, DocTemplates, which until today allowed you to generate documents on Technical Data (TD) and HR and subcontracting contracts for Candidates and Resources, Quotations, and Invoices/Credit Notes, is now available on:

As you can see, we have added a large number of sections to generate templates from these new cards❗❗ (Administrative documents, Opportunity, Delivery, Mission orders, Orders, Purchases).

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To simplify the management of our variables, we have reviewed their naming, which could be confusing, and took the opportunity to add a few more.

To learn more, please refer to our documentation.

Better filters management

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Farewell to "Advanced filters" and clicks to know what your searches are targeting.

Now, at a glance you can see the configured filters.

Keyword search has been simplified to allow you to see what your keyword search is targeting.

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We didn't stop there and also simplified the entry and modification of various filters.

When filters are selected, you just need to click on the tag to access the desired filter(s) and edit them if needed.

With this new modal, your filter selection is simplified and the information is more readable, avoiding the need to scroll 😍

We have added a granularity (month, quarter, semester, ...) and now give you the ability to navigate easily from one granularity to another.

No need to click on advanced filters to delete one or more. Now this is done directly by clicking the cross at the top of each "tag".

Navigation

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To make navigation easier and reduce clicks, when an action is open you can now press Escape to close it.

Additionally, after sharing an action, it closes automatically.

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When you create a manager account, you can share their access directly from their manager card without needing to return to their resource card.

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We have added the possibility to select "No positioning" in the "State (Positioning)" filter to identify opportunities where no positioning (even inactive) has been made.

This allows you to quickly identify opportunities without positioning and thus potentially untreated.

Activity and expenses

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If your employee has already created and validated their timesheet before the automatic reminder email, whose date is set in your configuration (legal Agency > "Activity & Expenses" tab), then they will not be reminded.

Thus, your employees only receive relevant reminders.

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As soon as the expense report has not been validated by any user, its owner can delete it even without deletion rights on this module.

This allows the employee to delete their expense report created by mistake and thus not be reminded every day to validate it.

If the document is closed, it cannot be deleted.

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When expenses are not fully validated, they no longer systematically appear in the ExtractPayroll payroll extraction, thus limiting potential payroll errors.

When clicking on extraction, you can select "Extract only validated expenses". In the extraction performed, if the expense report is not fully validated, then the total amount of the expense report will not be included in the extraction.

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It is possible to find in the Survey app all the surveys present on timesheets accessible by the user.

Other new feature

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You can now choose which data you want to extract among: salary, expenses, benefits. Thus, you can generate a SEPA file only for expense payments for example.