What's new in Staffology HR 2023
Find out about the changes we've made.
You can also check our known issues, fixes and what's coming soon.
Jan 23| Feb 23| Mar 23| Apr 23| May 23| June 23 | July 23 | Aug 23 | Sep 23 | Oct 23 | Nov 23 | Dec 23
Introduction
These release notes provide information on new features, enhancements and fixes developed since the last release, listed by change reason.
All new features and enhancements arise from feedback and suggestions from customers.
December 2023
Product Enhancements
Core HR
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A user's password now deletes from the system alongside their username when you create a leaver, enter a Termination Date The last day of an employee's employment and the day their contract is terminated. and select Save.
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If the Termination Date is in the past, the password deletes from the system immediately upon saving.
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If the Termination Date is in the future, the password deletes from the system on the given date.
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November 2023
Product Enhancements
Core HR
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The Create New Employee form and Contract tab now have a Volunteer option which you can use for unpaid workers.
The Volunteer option only displays if you have a Not-for-Profit licence.
If you deselect the flag, the system will add the volunteer to your primary licence. Contact your Account Manager for more information about Not-for-Profit licences.
Full Not-for-Profit functionality coming soon.
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Improved the process when adding HR and adviser contact details into the system.
October 2023
Performance Release
Product Enhancements
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We have released a number of changes to improve system performance.
Product Release
Product Enhancements
Core HR
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The Screen Builder now has a Read-only column. This applies to desktop only, not Android or iOS.
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Updated the Where Clause Builder so that the Logical dropdown does not default to OR when selecting Not Equal to from the Operator dropdown.
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You can now enter non-Latin characters into the fields displayed in the Equipment tab as well as in Contacts and the Company Handbook.
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You can now batch export candidate documents using the new Document Export option in the Recruit module.
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Tax codes no longer sync from HR to Payroll. This is to prevent tax codes from being overwritten in Payroll.
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You can now open Read & Accept documents from the iOS app.
September 2023
Product Enhancements
Core HR
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Increased the Ethnic Origin lookup character limit in the Recruit module from 50 to 100 characters.
Refer to Create a new General option for information on how to create a new option.
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Navigating to System Tools > Utilities > Tools and selecting Total Disk Space used by Company & Employee Documents (0.00 MB) now displays the disk space calculation in a pop-up.
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You can now enter non-Latin characters into the Kudos module fields and on the Accident and Pro. Mem tabs.
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Modified the Documents form. Now, when you create a Read & Accept document and choose the Sensitive checkbox, the system automatically selects the Show to Employee option for you. Also, once an employee has accepted a Read & Accept document, you can no longer change its Sensitivity.
For more information on creating Read & Accept documents, refer to Working with Read & Accept
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A Community Background field now displays in My Details > Personal when selecting Northern Ireland from the Country dropdown on the Contract tab.
For more information on this, refer to View or update your personal details
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Tapping on the Date row now opens the calendar, making it easier to choose the date required.
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Added functionality to allow you to view payslips in the app. This update works with most payrolls that integrate with Staffology HR.
You must update to version 1.19 (or higher) to view your payslips in the app.
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Added a Linked tag on the Employee Record and Directories to help you identify the employees included in the Staffology Payroll integration. This option is only visible to admins.
For more information on viewing an employee's record and updating their details, refer to Overview of My Details
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In addition to Pay Types syncing to Staffology Payroll, the name of the static or variable pay element is also sent. This is to prevent errors occurring on employees' payslips.
For more information on linking pay codes with a payment/deduction, refer to Match Payments with Pay Codes - Staffology Payroll or Match Deductions with Pay Codes - Staffology Payroll.
August 2023
Product Enhancements
Core HR
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Increased the number of custom fields in the system, making it more flexible. You can now have a maximum of the following field types:
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Date = 15
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Employee = 5
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Lookup = 15
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Memo = 5
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Number = 5
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Text = 15
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Tick = 5
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The Create New Employee form now has an Absence When an employee or worker is absent from work. This can be for a variety of reasons. Year Start Date option.
This field only displays for companies with Employee Absence Year enabled.
Refer toAdd a new employee for information on adding a new employee.
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New functionality allows you to upload/download documents using the Android app.
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You can now import payroll data into HR when setting up the integration between your HR and Payroll systems.
For more information on setting up the integration as an existing or new user, refer to Getting started if you are an existing HR or Payroll customer or Getting started if you are a new customer.
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Added a Company column on the Payments and Deductions tables, allowing you to see which companies have a payment linked.
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Added a Company dropdown on the Payments and Deductions screens.
July 2023
Product Enhancements
Core HR
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Increased the Additional Medical field character limit from 500 to 1000 characters.
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You can now download payslips on the Android app.
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You can now remove clients from your bureau dashboard.
Refer to Remove a Client from your Dashboard for more details.
HR Bureau Client
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You can now revoke a HR bureau's access to your company's data.
Refer to Revoke access to your HR Data for more information.
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Added an Assignment Absence section and fields on the Assignments form.
Refer to Assign a Position to an employee for more information.
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HR now receives tax codes directly from Payroll. Payroll is the master for tax codes.
Refer to Working with for more information.
June 2023
Product Enhancements
Core HR
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Legacy Time Rules have now expired. You must recreate these rules to make sure employees are paid correctly.
Refer to Create a Time Rule for guidance on how to recreate your existing rules or create new ones.
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Updated Time Rules to allow you to use the Amount of hours worked trigger after selecting Linked to Salary/Rate.
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Quick Reports > Schedule Report now has a Send to Email Address option, allowing you to send a report to an external email.
Refer to Schedule a Quick Report for more information.
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Updated My Details > Personal to include options for Car Registration and Driving Licence No. We have also added these options to the Employee and Personal API.
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The Employee API now includes options for Additional Medical Details, Gender Identity and Nationality.
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Updated the SRA Diversity Questionnaire for 2023.
For more information about the updates, refer to the SRA website (opens in a new window).
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Updated the Professional package to include Group Absence Calendar> Filters and Directories> Advanced Search.
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New functionality allows you to choose whether to relink and sync the data from your HR and Payroll companies or relink without syncing the data.
Refer to Working with Staffology Payroll for more information.
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You now receive an email notification when your client accepts your bureau request.
Refer to Getting started - HR Bureau for more information on becoming a bureau user.
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Moved the Search bar to the left-hand side of the screen.
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Added a Holiday Entitlement option on the Set up> Contract Data screen.
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Added a Middle Name option on the Set up > Add Employee screen.
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If the user setting up the system is labelled as a line manager, their name now displays in the Line Manager dropdown.
Refer to Set up your system - Foundation for more information.
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Added tooltips for Brought Forward Scheme and Entitlement scheme on the Set up screens.
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Added a tooltip for Country.
April 2023
Product Enhancements
Core HR
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Modified access permissions to the Shared Dashboard.
Refer to Publish queries to the Dashboard for more information about the Shared Dashboard.
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The system now deletes employees' usernames on the date entered in My Details > Termination Date.
Refer to Overview of My Details for more information.
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Updated the Link field on the Document form and in the Company Handbook to a 150-character limit.
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Updated Lookup Tables > Expense > Contract > Zone so that you can add the new currencies you have created in Lookup Tables > Contract > Currency.
Refer to Set up Multi-Currency or Configure the Expense module for more information.
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Added an Exclude from Payroll Integration option on the Create New Employee screen.
Refer to Add a new employee for more information.
March 2023
Product Enhancements
Core HR
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Added functionality to allow you to view your Time Rules before applying them.
Refer to Preview your Time Rules for more information.
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All users must soon enter an email address in the Username field to access the system.
This follows our move to IRIS Identity.
Accessibility
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Fields /system areas now highlight and read aloud when a user navigates around the Setup screens using a keyboard.
Refer to Set up your system - Foundation for more information.
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Added an Assignments option to the dropdown in the Screen Builder to allow Set Rights Set Rights are the system permissions you allocate to employees to control the information available to a user about other employees. users to choose the fields displayed in the Directory for assignments.
Refer to Working with the Screen Builder - admin for more information.
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Quick Queries now includes an option for Assignments in the Forms dropdown. When selected, a list of fields from the Assignments tab displays.
Refer to Working with Quick Queries for more information.
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You can now access the help centre using the Help icon on various Position Management screens.
February 2023
Product Enhancements
Core HR
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Introduced new functionality to allow HR bureaus to access and manage their clients' HR systems. Refer to Getting started - HR Bureau for more information.
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Increased the document upload limit in the Recruit module to 10MB.
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Added a Company filter option to Sort by and Secondary Filter on the Group Absence Calendar.
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Added P45 and Starter Checklist options to the Form list in Quick Queries. See for more.
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You are no longer required to delete existing payments and deductions from employee records and re-add them after integrating Staffology HR with Staffology Payroll.
Refer to Match Payments with Pay Codes - Staffology Payroll and Match Deductions with Pay Codes - Staffology Payroll for more information.
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Payments created via the Expense or Time tabs now attach with a pay code and sync to Staffology Payroll.
Refer to Approve Expenses and Sending Time Payments to Staffology Payroll - admin .
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During the initial sync, employees marked as leavers in Staffology Payroll now show as leavers in Staffology HR.
This update means you no longer need to enter a termination date in HR for leavers from payroll.
For information on the data fields sent from HR to Payroll, refer to Overview of the features and fields included in the integration
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Added a help link on the set up screens for the Staffology Payroll integration.
Refer to for more information.
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Temporary and emergency tax codes now include in the validation.
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An error message now displays when there is an issue with processing the import file. See Get started with Position Management.
- System admins and employees now receive emails when an Assignment is due to start or expire. Refer to Delete expired Assignments for more information.
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Fields /system areas now highlight and read aloud when a user navigates around various Position Management screens using a keyboard.
January 2023
Product Enhancements
Core HR
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Added a Time Rules option under Utilities. Refer to Working with Time Rules for more information.
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You can now download documents related to Time and Expense submissions using the Document Export.
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Added a tick box under the Mandatory column in the Screen Builder for Core fields.
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Updated System Configuration to include a new Read-Only Employee Number option and renamed Generate Employee to Generate Employee Number.
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Made Pay Period Frequency a mandatory field when creating a Pay Type.
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Added an option to remove disconnected companies from the integration list. Refer to Working with Staffology Payroll for more.
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Selecting Link during the set-up process now refreshes the screen. Refer to for more.
- You can now send Variable and Static payments to Staffology Payroll with a rate or unit applied. Refer to Working with Staffology Payroll for more.
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The Position Management admin now receives email notifications about employees' expired Assignments, including when there has been a change to the Primary Incumbent/Primary Position. Refer to Delete expired Assignments for more information.
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Employees now receive emails about the status of their Assignments. Refer to Delete expired Assignments for more information.
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Added Employee/Position View options on the Org Chart. See Working with the Org Chart for more information.
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Improved the system set up process. Refer to Set up your system - Foundation .