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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘Employee Self Service’

Exact Synergy Enterprise product update 247 is generally available. Are you ready?

Written by Michiel Dorjee on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 247 is generally available. This marks the end of controlled release period which started in the end of August.

Based on customers’ feedback, we have focused on multiple developments in the following license roles: Exact Synergy user, Employee Self-Service, Incoming Invoice Register and users with CRM role (video). For the customers who make use of Exact Synergy Office Integration we have introduced calendar management that allows you to link your project, account and contact to your appointment you create in MS Outlook (video). Moreover, as of this product update quotations are now fully integrated with Exact Globe, so the item information can be retrieved from Exact Globe and you can now select a division to be linked to your quotation.

All Exact Synergy Enterprise users who work with the standard functionality can now switch to the new Exact Synergy design that includes new features, such as customizable dashboards and enhanced mega menus navigation. Furthermore, the Exact Synergy Enterprise PSA solution make it now possible to plan people against a deadline and register costs of approved hours and expenses in Exact Globe.

Exact Integration launched in August has now new features, such as supporting the batch update of items and restoring database. To follow earlier introduction of Central Master Data Management for accounts and items, as of this product update it is possible to centrally manage General Ledger accounts (video).

Based on a direct customer feedback, we have also implemented a number of small enhancements, among others:

A full overview of all new functionalities you can find in the release notes and some additional information on the Product Update News page. Please also refer to previous articles on the Product Blog.

We would like to thank all customers, partners and colleagues who contributed to this product update.

Should you have any questions regarding this announcement, please comment on this blog post.

The new Synergy design. What has been done with your feedback so far

Written by Michiel Dorjee on . Posted in Exact Synergy

Last October, Sie-Hang Cheung posted an article with the title ‘Synergy 244 user feedback’. The article is about the first feedback we have received via the feedback button in the preview version of Exact Synergy Enterprise, product update 244. Over the last weeks we got lots more feedback from you. I would like to take this opportunity to thank you for your time and effort. Your feedback is very valuable.

We have used your feedback and the results from user research for the further development of the new design of Synergy Enterprise. We have not only built new functionality and screens, we have also made some good improvements like moving the vertical Communication menu to the top menu bar and a the positioning and behaviour of the Options menu. The user interface looks slightly different from the design which we introduced in product update 244. The interface that we are going to introduce in product update 245 has a solid foundation for further expansion.

I can imagine that you are interested in what you can expect in the next product update. In this post I will give you the highlights of the new design.

Finish Employee Self Service functionality

In product update 244 two self-service functionalities are missing: Medical leave and Expense claims. This functionality will be available. In both screens you will be guided through a wizard, as you know from the Personal time off page.

Person, Account and Project

All cards have the same look-and-feel and layout, which allows you to quickly find your way on the page. The cards are divided into a business card with contact information, a ‘More’ section with general information and tabs. The information on the tabs is arranged by subject. The order of the tabs can easily be changed via drag-and-drop.

Recent contacts

At the right top menu a Recent contacts menu is added. This menu shows an overview of recently contacted employees. It allows you to quickly navigate to one of the employee cards so you do not have to search.

As in the previous product update, the software that we deliver in product update 245 will also be a preview version. We are continuing to further develop this design.

Your feedback is always welcome! Please do not hesitate to contact us through ux@exact.com or comment on this post.

License roles as of product update 247

Written by Michiel Dorjee on . Posted in Exact Synergy

It can be a challenge to control the access to and the costs of your Exact Synergy Enterprise environment, while each of your employees have different functional needs. To give you more flexibility, freedom and control over your Synergy Enterprise environment, the new role structure lets you assign specific roles to the users. In product update 247, which is currently in controlled release, we have made several changes to our software based on customers’ experience and feedback.

The main changes in this product update include:

  • The monitor section in the personal resource card is now available for the Synergy User, so he can easily check his calendar, view personal documents such as payroll slips and access reports (release note)
  • The user with the Employee Self-Service role can now access the HRM module, view the personal cards and requests of subordinates, and create and view vacancies for his cost center. This role is intended to facilitate the daily job of a people manager (release note
  • Incoming Invoice Register Users are able to delegate and assign delegation to other users with only this role (release note)
  • It is possible for users with the CRM role to view person-specific requests that are not defined in HRM settings (release note

Please watch the video below to see the improved license roles in action.

If you have any questions regarding the improvements in the license roles structure, do not hesitate to contact Sunil Girdhari (Product Manager) at sunil.girdhari@exact.com.