New Feature:: Document and Photo Upload to Jobs

Whilst the ‘booked’ job description allows for a full job brief, sometimes there are things to say or images to share which just can’t be written into a box.

And that’s why we’ve created a space for documents and images to be uploaded into jobs.

When clicking into a job, you’ll now see ‘show documents’ in the top right:

At this point, you can now choose documents to upload either by clicking into the grey space, or by dragging and dropping the document or image.


Once you’ve selected your document, you have a few options – do you want the document to remain private to managers? Or visible to all staff, or just the booked ones? And if visible to booked staff, is it only for a specific role?


Simply choose whichever settings are suitable for you, and save the document. Of course, you can choose to upload multiple documents which would only be visible to specific staff members.

Once your documents and images have been uploaded, here’s how it looks for the staff members:

If you have any questions about this feature, drop us a line via ‘tech support’ or info@watuapp.com

New Feature: Adding notes to a job

image of post it notes by michal grosicki for watu job notes

In the evolution from paper to computer, we’ve waved goodbye to paper notes, paper letters, sometimes even paper books. It’s virtual freedom from piles of notes on our desks…except for those pesky post-it’s which have stuck around – till now.

We’ve added a new feature which welcomes managers to leave notes within a job. Here’s how it works, in video:

In summary, managers can click to add notes in the top right of the job build page. Notes can be added and tracked per manager, as well as deleted.

 

New Feature: Adding to portfolio from a job

watu portfolio staff profiles image of picture frames

For the times when you need to present staff to clients, we now have you covered straight from jobs.

Rather than adding staff members individually to portfolios, you can now do so directly from the job. What are the choices?

  • Adding all booked

This option allows for you to select everyone who has already been booked into the job, so rather than creating options for your client, you are presenting them with the team.

  • Adding all applied and shortlisted

When you need to present staff to a client for them to select who to book, adding all applied and shortlisted is your best bet. This will add anyone who has applied or been shortlisted to the job, but will not include anyone who is booked already.

  • Adding everyone linked to the job

Want to present everyone linked to the job, whether booked, applied, or shortlisted? Use this third option to add everyone, ever, into the portfolio.

And here’s how to get started:

First up, build your portfolio template by clicking on ‘portfolios’ and selecting which information you would like to show.

From within your job, hover over the menu button near the top right of the job information to apply the command to the whole job, or hover over the menu within each location to be more specific:

Booked staff in a job in Watu

Select which group of staff members you would like to add to the portfolio:

Adding staff to portfolio from a job in watu

This box will pop up, confirming who you are adding, and allowing you to select which portfolio you will add staff members to:

Selecting a portfolio within watu

Once you’ve added the staff, click back into ‘portfolios’ to check the profiles and add notes, if necessary:

Staff portfolio within Watu

And that’s it – grab the URL, whiz it across to the client and await their feedback. Job done.

Watu and Paycircle Integration for Easier Payroll

Homepage image for Paycircle

Of all the features in Watu, payroll is one with many layers of capabilities which is fantastic for providing a complete software solution, though at the same time challenging for us to convey to clients all of its potential and how to best use it.

Even once we are able to communicate and encourage the use of all the sub-features – payroll adjustments, PAYE exports, expense allowance and approval, etc – you as the client end your payroll journey with an export data to process and pay a staff member. But now, our seamless connection with Paycircle can take this a step further and simplify the payroll process.

What is Paycircle?

Paycircle is a complete payroll solution for agencies working with temporary staff. Through their easy-to-use software interface, Paycircle can take care of your pay calculations including national insurance contributions, holiday pay and more, and also allows for staff to see their pay status and history.

Image of paycircle agency features

And if you want them to take it a step further, Paycircle can even pay your staff for you. Paycircle also links to all of the major workplace pension providers and manages everything to do with pensions, automatically, as part of the payroll process – and doesn’t change any extra for the privilege.


How do Watu and Paycircle connect?

The exports created in the Watu system fit perfectly into the Paycircle software, with matching columns which means once you export the CSV, it’s ready to send over or upload. Paycircle will take the ‘gross wage’ column and, whilst referring to the other data columns like tax status, calculate contributions, tax, holiday pay, final wages, and so on.

 

Image of Paycircle app for processing staffing payroll

Once this step is complete, finalising payroll is a simple as pressing a button and then all of the reports you need are available online. Your accounts team can view them to make all the necessary payments (employees, HMRC, pension etc) or you can make a single payment to Paycircle and they can make all the payments on your behalf – it’s up to you!

This seamless connection is the link to connect your Watu exports with accurate and easy payroll. Almost like an extension of our own software, Paycircle can provide agencies like yours the most efficient route for straightforward payroll meaning less headaches for managers, more clarity for staff, and extra hours in your week. Ready to give it a try? Reach out to Paycircle now to get started.

Connecting Watu to a Questionnaire via Typeform

Following a shift, many agencies are keen to collect data from their staff in the field. What was the public reaction, how many samples were handed out, who showed interest…how many tweets were tweeted!? A questionnaire provides a natural route to gather this data and is a feature that has been mentioned by a few clients who already use Watu.

At the moment, it’s not a feature we offer and whilst it is a task we are considering tackling, we really doubt that we can build it better than the experts. Especially Typeform, who create “Free and Beautifully Human Online Forms.”

How does it work?

Building a typeform is ridiculously easy. It offer very straightforward report-building software which you can use from the get-go. No need to read instructions, experiment with practice forms, or temporarily morph into a coder. Create an account, build your form. Magic.

Image of Watu customer service survey

What does it look like?

This is the best part about typeform. Beyond being super simple for managers to use, it’s beautiful for users (or, as they say, humans…) to reply via. Bold texts, varied colours, imagery and clean graphics come together with the singularly appearing questions to create a pleasant-survey-experience. Not three words you often hear together.

How can you add a form to Watu?

Whilst the form cannot be hosted by Watu itself (that’s taken care of by Typeform), you can easily insert the link in a booking email. To do so, simple take your Typeform URL – which you can find within the ‘share’ section of Typeform- and paste it into your ‘booked staffer description’ within the Job Description of your Watu account.

Add a little sentence to go along with it, let’s say for example “After completing your shifts, please take 2 minutes to fill out this questionnaire about the campaign” and paste in your link.

image of watu including a typeform link

Want to experience an example?

Conveniently for you, I’ve created an example and would love for you to take part. Check out our customer service survey and let us know what you think of Watu’s customer service at the same time!

Autofill Job Locations

The other day, Elizabeth from Tidy Models wrote to us and asked why Watu’s autofill was only offering her one address option. A problem that we would have loved to solve, if we actually offered autofill in the first place.

It was a fantastic idea and I started to add it to the to-do list…but hold on, hello brilliance! If browsers are already offering this for us, why double the work?


Here’s how to add autofill options via Chrome:*

(*Why Chrome? Because it’s our most compatible browser.)

  1. Click the menu button in Chrome near the upper right corner and select ‘Settings’
  2. Click on ‘Advanced Settings’
  3. Scroll down to ‘Password and Forms’ and select ‘Manage Autofill Settings’

4. Select ‘Add new street address’

5. Add in your frequently used addresses then hit ok

6. Next time you’re building a job in Watu, start to enter the address and watch autofill pop up


My extra tip? Make sure that little red pin pops up — and in the right location — as this confirms the job has been mapped correctly, and can be made public.

Software magic, brought to you by W̶a̶t̶u̶ Chrome