Equus Platform Features - Mobility Software | Equus Software (2024)

Opt-in to trial our new AI assistant and get mobility data instantly, without building reports.

Employees can now edit draft expense reports without the hassle; also included some additional fields.

Capture sensitive bank details with confidence using the new instant bank validation process, other updates include a new field for country-specific codes and warnings for currency mismatch.

Introducing access restrictions to mobility records, dashboards and more.

Employees can now provide specific reasons for their Remote Work requests, adding information for Approvers during the review process.

Assignment Packages now support e-signature documents during creation, rebuild, or deletion. Additionally, DocuSign has been upgraded to allow users to personalize documents by adding initials, ticking checkboxes, populating fields, and including timestamps for a more efficient workflow.

Visualize your mobility data on out-of-the-box interactive Remote Work and Mobile Employee Management dashboards for simple task management and approval tracking.

Route, track and forward approvals with ease using the new approval routing functionality for all newly supported mobility types.

Manage your Remote Work population using the new intuitive self-service request form available in the Equus Platform.

People API now supports payments – create, update, and delete CDR entries for an Assignment using the People API.

Support all mobility and quickly create new Employee records to manage Remote Workers, Business Travelers and more!

Cost Estimate API now supports document retrieval and has new Cost Estimate Report defaulting functionality.

Generate Cost Estimates and What-if Cost Estimates from outside of the Equus Platform with the new Cost Estimate API.

Access and extract report data from the Equus Platform through an external system using the Reports API.

Manage all types of Employee Mobility in the Equus Platform! Streamline case creation using the new Mobility Manager widget and dynamic data entry form, now available on the Landing Experience.

Enhance the look and feel of your Equus Platform site with the new customization options to match the navigation menu to your Equus Platform theme.

Add an extra layer of security to your merge documents by password-protecting your documents when sending via Notes/Communications.

Increased flexibility in your reporting processes with support for primary and secondary pay registers, along with added support for secondary payroll in pay register data import, batch approval, and shadow payroll reporting.

Reduce manual Authorization updates using the newly improved flexible CSV import and batch delete process.

Save time creating retroactive compensation worksheets with our new feature allowing you to create worksheets for your entire population.

Automatically assess Permanent Establishment risk for your project using business rules.

Compare your policies with benchmarked best practice market data by AIRINC.

Filter and group data so it’s at your fingertips with the new Landing Experience Dashboard Context Filters.

Configure a pre-populated response and map responses back to a record using new advanced configuration options.

Process payroll and year-end calculations with ease using our enhanced selection criteria in the Tax Calculation Batch tool.

Gauge Employee satisfaction and measure responses against other benchmarks using this industry standard response type.

Track the Employee filing status for home and host payroll in two new fields available on the Assignment screen.

Seamlessly migrate your merge documents between sites with our new standard migration package.

The updated messaging feature allows instant communication between you and your mobile talent, allowing you to be that essential contact point.

Save time setting up access rights for your assignments with the new automated Access Groups feature!

Added SSOs and other security options to external routing for approvals.

Added a group estimate feature to What-If Cost Estimates allowing them to produce results for larger groups.

Search Notes/Communications and email records, along with improved navigation and label functionality allowing you to easily track down the records you need.

Easily calculate hypothetical taxes for employees and cater for income tax for the country in which they live and social tax for where they work, for 13 supported European countries.

Checklists are now available on the Equus Platform at a company level.

The new File Import Service Rules screen allows users to manage the automatic imports of file-based data into the Equus Platform.

Additional features including support for Quick Workflows and situational requests at a company level.

Streamline your tasks with our new set of Standard Dashboards.

Our SCIM 2.0 compliant Enhance User Management API is now live! Build automation to support user management tasks and identity information exchange between identity management platforms and AssignmentPro.

Streamline the management of project workers using the new project filter to batch processes. You can also now request new projects to be added using Company level requests.

With our upgraded Company Documents Screen you can now upload multiple documents at once and download documents into a zip file.

Reduce Business Rules configuration time and effort using the migration packages. Make edits quick and simple utilizing the new components screen.

Applying the new batch approvals functionality for payroll, compensation and tax eligibility.

Reduce Business Rules configuration time and effort using the migration packages. Make edits quick and simple utilizing the new components screen.

Enhancements to support screen readers and keyboard navigation along with Improved contrast ratio, error notification and status alert.

Streamline process and reduce admin, setup rules to add resources automatically.

Easily replicate dashboard layouts, request types and more with the click of a button.

Upgrade your internal user experience to add searchable, interactive, easy to create dashboards.

Business rules can now be locked and unlocked giving greater control over who can make changes.

Search for employees and assignments from any screen using any combination of name, location and policy.

Unique approval links can be now be expired automatically based on system settings.

Checklist task owners can now be reassigned in a batch.

User Tables can now be migrated using the migration wizard, either individually or within a user report migration.

Create more sophisticated calculations and conditions with user friendly rules.

New features to give employees opportunity to share their views.

An updated design to enhance employee experience.

Send and retrieve documents via the new documents API.

A new way of building calculations for Cost Estimates, Compensation Calculations and Invoice Auditing.

Business rules allow quick and consistent checking of multiple different data points.

Existing user accounts can now be synchronized with a corporate identity provider (IdP)

The People API can now create initiations and more.

Employees can access AssignmentPro and request a move themselves.

Employees can now click a link and gain instant access to AssignmentPro, without needing to have a prior record setup

A new standard way to connect your AssignmentPro to HR/company systems.

Search for and navigate directly to any configuration page. Plus, search User Reports, Quick Workflows, Email Templates and User Report Types directly.

A New Automated Expense Auditing Feature Uses Rules To Reduce Manual Work Involved In Validating Expenses

Custom widgets on the HR/Business Landing Experience

manage recurring company level processes, such as loading new exchange rate data, or actions for pay review

A look back at some of the the new features we have added during 2019.

With the new employee requests feature, employees can initiate their own requests. Request details and availability can be controlled automatically, providing self-service tailored to the employee.

The Mobile Employee Experience (MEE) now allows users to select between dark and light mode in their settings.

Validate bank account information at source, either when entered by employees or the mobility team. Following client requests, the bank account screen has been updated to add IBAN, SWIFT and routing number validation, plus country/currency validation warnings.

With the new employee delegates feature, employees can invite their spouse/partner, PA, etc to access their MEE.

The Mobile Employee Experience (MEE) is being refreshed, to provide a more modern interface and navigation improvements.

Employees can be automatically/manually allocated budgets to claim expenses against.

Documents can now be allocated owners (e.g. employee/spouse/partner/child/dependent), making it clearer to see who the document relates to.

Payroll reports now support multi-tab and conditional formatting, along with an easier way to add sub-totals and grand totals.

Automatically recalculate allowances when inputs change, no user input required. For example, recalculate a housing allowance when a family size changes.

Instant Online Help Within AssignmentPro! Full searchable help available from every page.

Create multiple levels of complex reporting by calculating values in one report and sending them into another.

Generate documents and send for signature with DocuSign, directly from AssignmentPro. Employees can access documents to sign from within the MEE app, email or via desktop.