Digital Onboarding

Online self-service solution to onboard Customers. Customers can provide all required information to get them setup quickly.

Dynamic solution that adjusts the Customer onboarding journey based on what the Customer inputs into the system.
Provides a budget tool to enable the Customer to start budgeting their spending
Enables Customers to digitally sign key contractual documents if required
Tested to be accessible for all users
Integrated help content to assist Customers in their journey
Flexible and adaptable – designed to enable the onboarding journeys to be quickly changed
Significant reduction in the cost and time to onboard a new Customer

Budgeting

An easy to use and intuitive solution that allows Customers to budget their spending on support staff, and expenses such as services and things.

Can easily add employees including planning for employees who are not yet employed
Can forecast costs at different frequencies. E.g. you can budget for additional support for a holiday
Can budget for costs with 3rd party service providers
Cost items can be linked to purposes/goals
Easy to follow graphs allow for spending to be maximised and present a breakdown of the budget by fortnight
The budget can be ‘reset’ at anytime if spending needs to be corrected or adjusted during the year

Ability to manage the end-to-end lifecycle of funding including the ability to manage multiple sources of funding.

Realtime tracking of the Customer balance with an easy-to-follow spending statement
Mimics your personal online banking
Detailed and itemized breakdown of spending transactions supported by spending graphs to enable easy analysis of spending
Bank Account integration where a funding bank account is being used and transparency of spending is required
Automated spending management processes that proactively monitor spending to identify where someone needs help and trigger communications and escalations
Seamless management of personal contributions from a individuals (i.e. private funding

A broad solution to enable time & attendance self-service as well as advanced support for streamlining the processing of timesheets.

Bespoke time & attendance self-service solution that enables Customers and/or their employees to enter their own timesheets
Support for the entire employee lifecycle from a self-service perspective including adding and maintaining employee details, payslips, leave balances, etc
Extensive functionality to streamline the processing of large-scale payrolls
Advanced ‘automated’ timesheet processing workflows enable straight through processing of some timesheets
Flexible integration enables cost effective integration with your payroll system
Includes a workforce scheduling and rostering solution for managing teams of support staff

Simplify the administration of direct payments disbursements using a dynamic payments scheduling functionality.

Add budgeted spending items and the payment schedule is created dynamically from them
Direct payments spending can be linked to a persons purposes or goals
Once setup, the direct payments disbursements are created automatically for approval
Funding Bank Account spending transactions can be aggregated into the system for a complete view of spending in one place
Rules based criteria can be applied to bank transactions to identify irregular spending that requires checking
Customers can qualify spending themselves including the ability to attach invoices

An easy to navigate and search Personal Assistant Finder doe job seekers and job advertisers.

Can easily and quickly post job adverts for support staff with example templates to help
Job seekers and advertised jobs can be searched and matched on a multitude of criteria including geography, specialised skills, hourly rate, availability, etc
The site allows people to connect with each other and start the recruitment process
The site does not restrict job adverts to traditional support but is open and allows all sorts of support jobs to be advertised
Previous job adverts are saved for reuse later if needed

Funder specific easy to follow view of spending information supported by spending behaviour analysis

Funder can easily see a summary of spending information across Customers supported by the ability to filter them
Easy to follow graphs enable Customers who need spending support and assistance to be quickly identified
Supported by ‘bank feeds’ that connect to Customers ‘funding’ bank accounts and aggregate spending transaction data in near real-time
Bank transactions are analysed based on predefined spending ‘rules’ designed to identify irregular transactions
Customer can be automatically prompted to describe and qualify an irregular transactions including the ability for them to save an invoice against the transaction
Spending ‘rules’ can be easily configured by staff and can be applied globally or to specific Customers if needed
Customers can allocate transactions to a ‘purpose’ of specific goal they are trying to achieve and the system can then learn and apply those mappings to future transactions automatically
Staff can access the spending transactions and analyse them directly, if required, without needing to access the funding bank account

Streamline payments to 3rd party service providers to reduce administration for the Customer and Service Provider / Funder

3rd party service providers that are frequently used can be setup in the system for Customers to easily choose and add to their account
Claims for payments to 3rd party service providers can be paid directly on behalf of the Customer removing the need for Customers to receive funds and to have to pay them to the 3rd party service provider
The system can authorise and post payments transactions directly to a bank clearing system or to a financial accounting system