Release Summary
Buddy is releasing a new feature: Employee Documents! Upload and store documents of any type, such as contracts and work permits, on the employee profiles.
To complete this update, we're introducing a few other changes:
- New Documents Feature
- Download Option for FPS Submission and Response Files
- Improved experience across employee profiles and pensions
You can find the complete list of changes below.
Release Notes
Employee Documents
Buddy's introducing Documents as its new feature, where users can upload documents and certifications to the employee profile. Users can manage custom document types and set expiration dates on documents.
- New: Configure and create custom document types within the Settings
- New: Within the employee's profile, upload documents and set Expiry Dates, if applicable
- New: The Reports section includes an Employee Document report which includes document names, types and expiry dates
Tax Forms and Submissions
- New: FPS Submissions and Responses can now be downloaded
- Fix: The P60 Tax Form will no longer include data from the previous years.
People Page
Based on customer feedback, we've been able to identify and improve certain flows relating to adding and updating employees for better experience.
- Update: Improved the User Experience with a Starter Declaration for taxes. This will now be minimised and take less space once it has already been saved.
- Update: The NI Number has been removed from being a requirement when adding employees within Buddy
- Update: The Invite by Department option will no longer be visible if the company is not using any Departments
- Fix: The payslips shown in the Employee's profile will now show the correct month based on the tax year rather than the calendar year.
Payroll and Payslips
- Update: The PAYE Calculation will now show if an employee is on Week 1 / Month 1 Calculation for better visibility
- Update: Added a search field within the Payslips Page to easier navigate and find payslips
- Fix: Fixed instances where not all payslips were visible within the Payslip Page
- Fix: Resolved an instance where weekly payroll was using an incorrect threshold and resulted in a different week number
- Update: Users are no longer allowed to insert commas in payroll figures
Pensions
- Fix: Resolved a visual incident where, when adding new pension schemes, the employer or custom contribution fields continued to show the employee portion before saving the pension details.
- Update: Improved the experience of updating custom contributions from percentage to pounds (or vice-versa)
- Fix: Resolved an issue that caused pension page to load as blank
- Update: The date picker within the Settings' last reassessment date has been improved in user functionality
Other Changes
- Update: Buddy has removed the Enable Mobile Clock-In options
- Update: Fixed a visual issue within the Getting Started page that caused flickering after connecting to HMRC Gateway