Reporting Upgrade: On the Way!

In the April 2018 eStratEx update, there will be some big improvements made to our Report Library.

In response to some great feedback we’ve received from our clients, we’re improving the ease of reviewing and accessing the available reports. While there is a large selection of reports available in eStratEx, we understand it can sometimes be challenging to identify the ones most relevant to our clients’ business goals.

Therefore, to help improve our users’ experience with the eStratEx reports, the following improvements will be made to our Report Library with our upcoming update:

Improved Navigation and User Interface

We’ve added a helpful sidebar to quickly navigate between favorite reports, standard reports, custom reports, and year end/quarterly reports. In addition, we’ve included an “Add” button to allow the user to create a custom report from any of the report pages.

Expanded Descriptions

We’re now including descriptions for every report to help identify the ones users are looking for. The new search tool will now search not only for titles, but also for description keywords.

Improved Security Transparency

Before running any report, there is now a “View” option that will include a detailed description, as well as a list of employees who can access the report.

An Overall Improved Experience

Along with these changes, we have reviewed the standard report library selection and made a number of changes to simplify the user experience. While we’ve added to the library and renamed a few reports, we have also removed some reports that were either redundant or were no longer relevant. If there was information available in a removed report that cannot be found in other reports, our clients can reach out to the Service Team with those details.

Here is a detailed list of reports that have been added, removed or renamed to improve the Report Library experience:

Added Reports

  • Deduction Code Setup
  • Earning Code Setup
  • Location Detail Report

Removed Reports

  • Aflac Report
  • Allocations Payroll SummaryReport (see the “Payroll Labor Distribution” report for payroll allocations)
  • Allocations Report (see the “Allocations Audit Report” for static GL allocation information)
  • Arrears Report (see the “Deduction Arrears” and “Taxes Arrears” reports)
  • Benefit Eligibility and Enrollment Audit (review the Benefits Dashboard under Company > Benefits)
  • Charge Activity Report
  • Chicago Employer Expense Tax
  • Funding Split
  • GL Report (see the “GL Report – Detail by Level” report)
  • GL Report – Standard By Account Number (see the “GL Report – Detail by Level” report)
  • OT Allocation Report
  • Payroll Expenses by Position Report
  • Per Payperiod Accounting Report (see the “Per Pay Period Employee Payroll Audit Report”)
  • Time and Expense Summary
  • Timeaway Audit Report (see the “TAFW Requests and Manual Changes Report”)
  • Timesheet Earnings Report (see the “Hours / Earnings By Date Range” report)
  • Timesheet Exception Report
  • Timesheets Weekly Labor Cost (see the “Timesheets Labor Cost By Day” report)

Renamed Reports

  • GL Report – Summary (formerly the “GL Report – Standard”)
  • GL Report – Detail by Level (formerly the “GL Report – Standard by GL Level”)
  • GL Report – Detail by Employee (formerly the “GL Report – Standard by GL Level expanded by employees”)
  • TAFW Accrual History Report (formerly the “TAFW Change History Report”)

We’re excited to share these updates with our clients to keep their eStratEx reporting experience as useful and time-saving as possible. 

Talking Politics at Work

Recently, a client reached out to us regarding conflict management issues stemming from political disagreements between employees. As you can imagine, when two employees take opposite sides on a particular issue, not only will they be unlikely to change each other’s mind, it can quickly turn ugly.

Talking Politics? What to do?

It’s no question that if people are discussing politics at work, things are bound to get heated. Of course employees will say, “It’s a free country. We have freedom of speech and we can talk about what we believe in without persecution!” Yes, of course.

However, the key to navigating this mine field is ensuring employees remain respectful of their teammates while expressing their thoughts.

Easier said than done?

Keep the following points in mind when managing sticky conflict issues between employees, and you’ll be more likely to keep the peace:

  • Allow employees to voice what they believe in – don’t silence them or stifle their causes.
  • Demand that – no matter what the topic of conversation – all employees must treat each other with dignity and respect.
  • Explain that under no circumstance can any employee use discriminatory language while engaging in these conversations or bully someone for what they believe in. Not only is that illegal and a terminable offence, but it’s also a major morale and productivity drain.

Training to Handle Conflict

Training can also help employees avoid conflict from occurring in the first place.

If you have employees that can’t manage to communicate about these issues without getting angry and/or acting unprofessionally, you can empower them to excuse themselves from these conversations entirely. Tell employees it’s ok to say something like “We may have different beliefs on that, and this probably isn’t the best time or place to have a debate.” Or, “I’d rather not discuss something like that at work because it’s an emotional subject for me.” Once something like this is said, guide opposite parties to back away from the topic, change the subject, or walk away to give everyone some space.

Bottom line: It all comes down to mutual respect.

This includes respect for others’ view points and their various life experiences that have helped them formulate those ideals.

Rather than outlaw these types of discussions altogether, employers should encourage diversity of thought. Look at it as something to celebrate and acknowledge, provided it is handled with maturity and empathy. Continually reiterate how great is it that we can all come together to work towards a common purpose, but still maintain different opinions and beliefs.

That’s what this country is all about, after all.