{"id":5431,"date":"2023-09-21T12:24:54","date_gmt":"2023-09-21T12:24:54","guid":{"rendered":"https:\/\/techlify.com\/techlifyhr\/?p=5431"},"modified":"2025-10-31T18:41:18","modified_gmt":"2025-10-31T18:41:18","slug":"payroll-employee-notes-statuses-employee-surveys-discipline-reports","status":"publish","type":"post","link":"https:\/\/techlify.com\/techlifyhr\/engagement\/payroll-employee-notes-statuses-employee-surveys-discipline-reports\/","title":{"rendered":"Payroll Employee Notes\/Statuses, Employee Surveys &#038; Discipline Reports"},"content":{"rendered":"\n<p><strong>Version:\u00a0<\/strong>4.46 &amp; 4.47<br><strong>Release dates:\u00a0<\/strong>September 4th &amp; 12th, 2023<\/p>\n\n\n\n<p>Over the past few weeks, we\u2019ve introduced several new features, minor improvements, and bug fixes.<\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>Payroll Employees Statuses &amp; Notes<\/strong><\/p>\n\n\n\n<p>We&#8217;ve rolled out some major upgrades to improve the way you manage Payroll Employees. Firstly, you are able to add notes to specific employee records for a specific payroll, allowing you to share any details you may need for future reference, or another colleague may need. <\/p>\n\n\n\n<p>Further, we now allow you to set a status to the Payroll Employee, keeping track of which employee&#8217;s Salaries may have been disbursed and which have not been. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2.webp 3192w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-300x141.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-1024x481.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-768x361.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-1536x722.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-2048x962.webp 2048w\" sizes=\"(max-width: 3192px) 100vw, 3192px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2.png\" height=\"1500\" width=\"3192\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2.png 3192w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-300x141.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-1024x481.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-768x361.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-1536x722.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2-2048x962.png 2048w\" sizes=\"(max-width: 3192px) 100vw, 3192px\" class=\"wp-image-5456 sp-no-webp\" alt=\"\" fetchpriority=\"high\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p class=\"has-large-font-size\"><strong>Company Discipline Report<\/strong><\/p>\n\n\n\n<p>We&#8217;ve introduced a report that shows overall company-level statistics on disciplinary actions relating to incidents and infractions. This report allows you to see trends, and statistics relating to disciplinary actions at your organization. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report.webp 3098w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-300x187.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-1024x640.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-768x480.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-1536x960.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-2048x1280.webp 2048w\" sizes=\"(max-width: 3098px) 100vw, 3098px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report.png\" height=\"1936\" width=\"3098\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report.png 3098w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-300x187.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-1024x640.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-768x480.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-1536x960.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/DD-Report-2048x1280.png 2048w\" sizes=\"(max-width: 3098px) 100vw, 3098px\" class=\"wp-image-5435 sp-no-webp\" alt=\"\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p class=\"has-large-font-size\"><strong>Surveys<\/strong><\/p>\n\n\n\n<p>We&#8217;re continuing to roll out our Employees Survey feature. In this release, we&#8217;re introducing several upgrades to the Survey workflow. <\/p>\n\n\n\n<p class=\"has-large-font-size\">Survey Form &amp; Publishing <\/p>\n\n\n\n<p>Allowing you to build and send out surveys to your employees. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-1024x496.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-300x145.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-768x372.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-1536x744.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-2048x991.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-1024x496.png\" height=\"496\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-1024x496.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-300x145.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-768x372.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-1536x744.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.43.40-PM-2048x991.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5437 sp-no-webp\" alt=\"\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-large-font-size\">Survey Emails<\/p>\n\n\n\n<p>Recipients of surveys will now receive emails once a survey is launched, along with reminder emails once due dates are approaching.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-1024x572.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-300x168.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-768x429.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-1536x858.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-2048x1144.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-1024x572.png\" height=\"572\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-1024x572.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-300x168.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-768x429.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-1536x858.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-06-at-2.45.53-PM-2048x1144.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5438 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p class=\"has-large-font-size\">Survey Submissions &amp; Statistics<\/p>\n\n\n\n<p>For surveys that are not anonymous, you&#8217;re able to see data on specific survey submissions, and a report with statistics based on the submissions. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-1024x581.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-300x170.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-768x436.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-1536x871.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-2048x1162.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-1024x581.png\" height=\"581\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-1024x581.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-300x170.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-768x436.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-1536x871.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-19-at-5.28.35-PM-2048x1162.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5449 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p class=\"has-large-font-size\"><strong>User Management Upgrades<\/strong><\/p>\n\n\n\n<p>We&#8217;ve upgraded the design and flow of the Users Management panel, with a new look and more automated functionality. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1024x255.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-300x75.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-768x192.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1536x383.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2048x511.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1024x255.png\" height=\"255\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1024x255.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-300x75.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-768x192.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1536x383.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-2048x511.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5454 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p>Further, if you view a user, you&#8217;re able to see a lot more details such as the <code>Login History<\/code> and <code>Audit Trails<\/code> of activities for this user over time. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-1024x328.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-300x96.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-768x246.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-1536x492.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-2048x656.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-1024x328.png\" height=\"328\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-1024x328.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-300x96.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-768x246.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-1536x492.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2023\/09\/image-1-2048x656.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5455 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-large-font-size\"><strong>Minor Features and Updates<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li><strong>Salary Import<\/strong> &#8211; The Salary Import fields have been removed from the &#8220;Employee Import&#8221; functionality and will now be imported through the &#8220;Salary Import&#8221; functionality. <\/li>\n\n\n\n<li><strong>Infraction &amp; Incident Emails<\/strong> &#8211; An additional email will be sent out for updates on Notes and Documents added to Infraction.<\/li>\n\n\n\n<li><strong>Salary Import<\/strong> &#8211; You can now import decimal values for all fields in this import.<\/li>\n\n\n\n<li><strong>Tabular Payslip Email <\/strong>&#8211; Standard Overtime is now a column on the Tabular Payslip format email.<\/li>\n\n\n\n<li><strong>Paysheet Spreadsheet<\/strong> <strong>Export<\/strong> &#8211; There is now a `;` delimiter for the <code>net deductions<\/code> column if there are multiple <code>net deductions<\/code>. <\/li>\n\n\n\n<li><strong>Infraction\/Incident Note Emails<\/strong>. When a note\/document is added to an infraction\/incident, an email is sent to all stakeholders notifying them of this activity. <\/li>\n\n\n\n<li><strong>Paysheet Approved By<\/strong>. We&#8217;ve now added the <code>Approved By: <\/code>at the bottom of the paysheet along with a toggle in the columns selector to show\/hide this value. <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading has-large-font-size\"><strong>Bug Fixes<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Incident &amp; Infraction Page<\/strong> &#8211;<mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-luminous-vivid-orange-color\"> <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">Fixed the bug where only 25 incidents\/infractions were shown.<\/mark><\/li>\n\n\n\n<li><strong>Bank Information<\/strong> <strong>on Paysheet export <\/strong>&#8211; Fixed the issue where the incorrect bank would be shown for employees on the Paysheet Excel Export.<\/li>\n\n\n\n<li><strong>PAYE e-Submission<\/strong> &#8211; Fixed an issue in PAYE e-Submission that caused an undefined error to appear if no date was chosen.<\/li>\n\n\n\n<li><\/li>\n<\/ol>\n\n\n<p> <\/p>","protected":false},"excerpt":{"rendered":"<p>Version:\u00a04.46 &amp; 4.47Release dates:\u00a0September 4th &amp; 12th, 2023 Over the past few weeks, we\u2019ve introduced several new features, minor improvements, and bug fixes. Payroll Employees Statuses &amp; Notes We&#8217;ve rolled out some major upgrades to improve the way you manage Payroll Employees. Firstly, you are able to add notes to specific employee records for a [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_joinchat":[],"footnotes":""},"categories":[24,19,20,17,23],"tags":[],"class_list":["post-5431","post","type-post","status-publish","format-standard","hentry","category-discipline","category-employee-database","category-engagement","category-payroll","category-software-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Payroll Employee Notes\/Statuses, Employee Surveys &amp; Discipline Reports - TechlifyHR<\/title>\n<meta name=\"description\" content=\"Track employee notes, conduct surveys, and manage discipline reports\u2014all in one seamless workflow.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/techlify.com\/techlifyhr\/engagement\/payroll-employee-notes-statuses-employee-surveys-discipline-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Payroll Employee Notes\/Statuses, Employee Surveys &amp; 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