IIn our latest DPB News, we’d like to inform you again about the innovations and improvements in the Digital HR Office. We also want to express our gratitude to everyone who participated in our survey. Your feedback has given us a better understanding of your preferences, which we’re happy to take into account whenever possible.

You can now take advantage of the following improvements:

Management of your documents in the clipboard
“Activity stream” function
Drop-down menu in document search
Improved print function from i-DOS archive
Locating help texts
Portal notifications for portal forms
Payment files

Management of your documents in the clipboard

The clipboard tile on the dashboard can help you simplify working with files in the i-DOS archive:

Set your favorites for quick access
Collection folder: Create a selection of files in the archive that you can then share or download with another user in a single step

With the last update, we increased the number of possible documents in the clipboard from 15 to 50.

For more information on how to easily select multiple files for further processing, go here.

“Activity stream” function

Within your dashboard, you will find the tile "Activity stream." This functionality gives you a quick overview of the latest activities in the application.

You’re not comfortable with targeted search for documents? Because of your feedback, we have adjusted the position of the search in the dashboard.

In i-DOS version 1.8, which we have announced for September 2019, the "Activity stream" function will initially be deactivated by default.

You can also learn how to conduct a targeted search for files and documents in the Digital HR Office in this issue under Effective searching in the Digital HR Office.

Drop-down menu in document search

Another improvement is the greater convenience of the drop-down menus within the document search.

Since the release of i-DOS version 1.7.3, drop-downs and other fields of the document search that are filtered for can be reset by clicking on the respective field. You can change the results list by clicking again on the "Search" button.

Improved print function from i-DOS archive

Over the past few months, we have continued to work with our i-DOS development partner to improve the ability to print documents from the i-DOS archive.

With i-DOS version 1.7.1, it is now possible to send not only individual documents to the printer, but also multiple documents from a search.

Important tips & tricks for document printing:

Browser selection: Printout results for cloud applications depend greatly on the browser you are using. Please note that the best results are currently achieved with Chrome.
Optimum printing result: Problems such as incorrectly rotated pages (which can occur due to a mixture of portrait and landscape formatting) can often be avoided if the first selected document is a report in portrait format (i.e. page 1 in the print preview).

We will continue to work on improving the print function from i-DOS for other browsers as well. Of course, we will keep you up to date on any further innovations and developments.

Locating help texts

In the Paychex portal, you will now find the help texts for each field of the online forms when you move over the symbol with your mouse cursor.

Portal notifications for portal forms

Portal notifications inform you by e-mail that new files or documents are available in your Digital HR Office. Previously, you were alerted when your payroll specialist sent you a portal message or new documents were placed in your archive.

Now, you also receive a portal notification by e-mail if your payroll specialist has a follow-up question about an online form that you sent. For instance, an addition, correction, or clarification might be required. You would then find the portal form in your inbox. For more information on when there is a need for clarification, refer to the “Remarks” field.

For portal users who serve several clients in the Digital HR Office, the subject of your message is now supplemented with the customer number. This allows you quick and easy access to the right HR office.

Outlook portal notifications

Our developers are currently working on implementing individual user settings for the portal notifications (number and frequency of portal messages).

Payment files

Many of our customers use our prepared payment files to make the necessary payments to employees, tax authorities, health insurance companies quickly and easily via their online banking. To make it easier to distinguish between the existing payment files without the preview function, the files are now indexed with extensions and labelled in the i-DOS archive.

The files are now designated as follows in the case of all customers settled with SBS:

Zahlungsdatei_Gehaelter.xml
Zahlungsdatei_SoKa-Bau.xml
Zahlungsdatei_AN-Vertraege.xml
Zahlungsdatei_Finanzamt.xml
Zahlungsdatei_Krankenkassen.xml
Zahlungsdatei_RV-SoKa.xml

For customers settled with LohnAs, the payment files are supplemented with the following abbreviations. Several of the abbreviations can also be combined in a single payment file:

LG	Lohn und Gehalt (Wages and salaries)
KK	Krankenkassen (Health insurance companies)
VWL	Vermögenswirksame Leistungen (Capital formation benefits)
BAU	Sozialkassen (Social insurance funds – construction payroll)
FA	Finanzamt (Tax office)
OED	Öffentlicher Dienst (Civil service)
AVO	Altersvorsorge (Retirement provision)
ZUE	Zusätzliche Überweisungen (Additional bank transfers)
PF	Pfändungen (Garnishments)

Browser not supported