Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Kudoboard offers an online alternative to the card that is passed around and signed on birthdays, work anniversaries, onboardings, farewells, and more.
Perfect for special occasions, shout-outs, and company events - Kudoboard allows your employees to drive workplace appreciation from the bottom-up!
Getting started for employees is easy. They create a Kudoboard for a teammate's special occasion, add content to the board, invite others to contribute, and then schedule it for delivery. It's as simple as that!
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Holiday Management for Dynamics 365
Holiday Management serves as an enhancement for Dynamics 365 Project Operations, enabling both supervisors and staff to effectively oversee and track vacation days and various absences.
For managers, it allows the establishment of holiday lists that can be categorized into international, national, and regional types, which can be applied to specific employee groups based on their geographical location. The system can seamlessly integrate holidays into team members' calendars as non-working days, ensuring they are reflected on the Schedule Board within the PSA or PO applications. Additionally, managers have the ability to automate approval processes for specific absence types, streamlining the workflow.
Meanwhile, team members can utilize the application to submit vacation requests for full days, half days, or extended periods off. The app is accessible on smartphones, tablets, and desktops, providing users the ability to monitor the status of their vacation requests and track the remaining vacation days available for the year.
Essential features of the application include the management of holiday requests and approvals, a comprehensive overview of team members’ absences, and a holiday list tailored to various employee groups based on their location, ensuring a customized experience. Furthermore, this tool enhances communication and transparency regarding time off, fostering a better work-life balance for all employees.
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Sense Workplace
Sense Workplace is an innovative platform that utilizes AI to enhance workforce management and HR functions, enabling organizations to streamline the oversight of HR, operations, and employee data within a single real-time system that caters to deskless, frontline, and hybrid workforces. This platform consolidates various essential features such as employee records, holiday and absence management, time and attendance tracking, document management with e-signatures, applicant tracking, onboarding processes, performance management, and tailored HR workflows complete with automated approvals and reminders. Additionally, it boasts an AI assistant capable of analyzing both HR and operational data, crafting important documents, addressing inquiries, and providing valuable insights, along with mobile capabilities that allow employees and managers to access schedules, request time off, submit expense reports, and complete HR tasks from any location. Sense Workplace also prioritizes real-time location tracking and task assignment for frontline teams, merges time tracking hardware and mobile applications into a cohesive system, and provides customizable reporting dashboards to enhance organizational efficiency. With its comprehensive features, organizations can ensure that their workforce management processes are not only efficient but also adaptable to the dynamic needs of modern employees.
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