GDPR: Gaining Consent from Staff Members

GDPR staffing agency compliance

In the run up to the deadline for GDPR compliance, we’ve seen a flurry of activity to ensure both agencies and Watu are ticking all GDPR requirements. In a previous article, we explain our compatibility so that clients can rest assured.

But beyond safely stored data, agencies are also having to tackle the tick boxes which apply when contacting people via their personal email address. The big question of the moment: how do I gain consent from staff members to continue to hold their data and send them communications?

Some agencies have suggested emailing staff to receive replies of confirmation, but we would like to propose a solution which will reduce back and forth communication, and keep answers tracked within the database.

Profile Template Change

When staff members are registering or editing their profile, they are inside of the ‘profile template‘. This template is very flexible as you may already know, and it’s a powerful tool to organise, communicate with, and manage staff.

The first step would be for the Watu team to add a statement similar to the following which would sit at the top of the page:

Please select ‘yes’ below to confirm that you would like to be registered with <agency_name>, and therefore receive communications including job offers during this time. 

This would then be followed by an answer selection that is mandatory to answer:

Yes or No

We can entitle this section of the profile template “Data compliance“.

How does this affect staff?

For registering staff, they will come across this statement as the first question when applying, and would naturally tick ‘yes’.

For existing staff, this will now sit as a question within their profile template. They must enter their profile and click ‘edit’ to be able to answer the question.

How to reach out to existing staff?

You may request the above change by emailing tech support from your account. Once it’s in place, we suggest;

  1. Emailing your database (staffers -> active -> message and the same for pending) stating that you have added a mandatory question, for which they must answer yes to remain on your books
  2. After however many weeks and reminders as you feel comfortable with, you may do a search in the system for “Data compliance: No”
  3. This will turn up the results for everyone who has answered “No”
  4. You may choose to suspend these people and/or delete their data

The above search will apply to anyone new who has registered as well as existing staff members. We will pre-set all answers to be ‘no’ for existing staff, so that it’s an opt-in request; in other words, staff must edit their profiles to select ‘yes’ so that they do not leave the answer as ‘no’.

Data deletion

Whether you delete none, some or all of the data of suspended/imported/cancelled/declined profiles is up to your agency and we cannot advise on this.

Deletions may be completed manually, or you are welcome to reach out to us to ask for a quote. Please send through the following information;

  • who the data should be wiped for (which categories – suspended, cancelled, declined, imported etc)
  • what data should be wiped (names, email, phone number, all answers, photos, payroll, etc)

Looking forward

In the future, the question will remain on the database and a staff member may decide to select ‘no’ at any time. We would recommend to run a search each month or at whatever interval suits you best, looking for those staff who have selected ‘No’. Again, at that point, you may choose to suspend and/or delete their data.

If you are ready to implement the above or have any questions, do reach out to us via tech support. The wording is flexible and the above is a suggestion, so it can be adjusted as needed.

SMS Usage Summary Report

SMS usage report image of girl holding a mobile credit: unsplash rawpixel

If you’re a regular SMS-user in Watu, you may be in need of a monthly SMS usage report to break down your spend in the previous month.

Now, clients can do this by clicking into ‘billing’, selecting a previous bill, then following the hyperlink next to the SMS usage figures:

image of how to export SMS usage report from Watu

Within the report, managers will find all the details for each SMS including:

  • Sent At
  • Sender Name
  • Job Number
  • Job Name
  • Client Name
  • Message Template
  • SMS Body
  • Search Query
  • Number of Messages
  • Number of SMS*

*these numbers may differ as long messages can use multiple SMS per recipient

Whether for accounting purposes or to keep track of communications, all agencies may find some helpful nuggets of information contained in this report. If you have any questions about it, drop us a line at info@watuapp.com!

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.

New Payroll Changes

Photo by Freddie Collins on Unsplash

Payroll has been undergoing a makeover recently and we’re really excited to release it shortly, in its simplified glory. Watu clients are soon to see two major changes to running payroll: one condensed pay export file and faster self-employed processing

Release date: September 15th 2017

One condensed payroll

Prior to the changes, Watu had three separate tabs for employee payment, expenses payment, and self-employed invoice batch payment:

image of watu payroll options

Managers could choose whether to run one, or all three, but they had to be exported separately.

We’ve taken this process and boiled it down to one export:

image of new watu payroll

Managers can still opt for running just one – or two – of the options, or they can opt for them all. This new toggle set up allows for a variety of combinations – wages exports for both employees and self-employed, just expenses exports, just employees, and so on. But best of all, it allows for all payment exports for all types of staff, into one document.

The exported document itself will remain the same apart from one additional column where it will state whether staff are self-employed or employees.

Bonus: For those of you using Paycircle this is great news – integrations will be even easier now so you can run payroll in a snap!

Faster self-employed processing

Another change applicable to those agencies with self-employed staff will be music to your ears.

Rather than the drawn out process of signing off shifts, clicking ‘new invoice received’, matching totals to shifts and adding an invoice date and number, then running an invoice batch…here is the new process:

sign off the shifts -> click into payroll and export the data

In other words, payroll processing for self-employed will now behave exactly as it does for employees. We listened to your feedback that the workflow had too many steps, and that oftentimes building the invoice in Watu was irrelevant, so this new process is the most efficient one whilst still keeping Watu payments factual, accurate and reliable.

The Watu Pipeline: Payroll in the spotlight

image of dollar sign to represent watu's payroll feature pipeline

Whilst quarter one brought us the release of holiday pay, an upgraded calendar, and other tweaks and improvements throughout the software, Watu’s quarter two plans are promising to be bigger and bolder. So what’s in the works for the upcoming quarter? A whole lot of payroll pizzazz.

Canadian Payroll

Canadian clients, we hear you loud and clear! We’ll soon be offering you, our maple leaf-waving friends, a customised payroll section for each staff member, meaning you can collect their bank details and tax information from directly within the system. Which takes us to the next feature updates…

Condensed Payroll

Condensed meetings, condensed milk, condensed…payroll? Well what with meetings and milk being so good, we’re confident condensed payroll will join the club.

Right now, when you run payroll, you run it separately for employees, for self-employed staff, and for employee expenses. Three separate documents, which we will be merging into one.

You will be able to select if you want to pay one, two, or all three of the categories and run the export in one go, creating a master spreadsheet of everyone who needs to be paid for the dates selected.

Faster self-employed payroll

When the ‘new invoice received’ section was built, it was created so that managers could check the data of invoices received against the shifts due to be paid. We thought we were helping with accuracy, but it turns out, we were creating inefficiency instead.

So now, once a shift has been signed off for a self-employed staff member, that data will go straight to payroll just like employees. Rather than the following steps:

  1. Sign off the shift/s
  2. Click new invoice received
  3. Enter the invoice number
  4. Select the dates
  5. Enter the total
  6. Select the shifts
  7. Save
  8. Run an invoice batch

You will instead do this:

  1. Sign off the shifts
  2. Select the dates in payroll
  3. Export the data

Turning inefficiency to efficiency and time-saving at its finest.

We would love to hear your thoughts on our upcoming plans so if you have questions, confusion or extreme joy relating to the above, leave a comment or drop us a line at info@watuapp.com

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.

Exploring Software for Staff Check-in

image of finger on phone map to represent staff checking in

Managing field staff comes with a vast array of challenges that normal offices just don’t encounter. Like, for example, knowing if the staff are actually on site. Whilst many events may have an event manager who is responsible for feeding back information, this sounds better in theory than in practice. In reality, the EM can often be busy liaising with clients, setting up the stand, or ensuring people are where they’re supposed to be. Result? A lost or delayed staff member may easily slip through everyones’ radars.

To help tackle this, various softwares have been introduced. In it Live has been specifically created for the temporary staffing and volunteer industry, offering an app for Android or alternatively, browser log in. It has the capabilities of staff check in but, importantly for Watu users, there may be too much overlap. Firstly, In it Live requires that you build the job schedule within their system too and in fact, staff can book themselves on directly to shifts which may not be ideal for agencies looking for specific criteria for certain roles. You can also communicate with staff through their software, but again, as Watu also offers this feature, this could easily become confusing to staff as to where they receive messages, and to whom they should be responding. And finally, it’s another site for staff to have to log in. Cue confusion with regards to where to log in, what for, and crossed wires.

In terms of pricing, it’s calculated per event and per staff member which is a good fit for the promotional and hospitality staffing industries. It doesn’t come cheap, but saying that, knowing your staff are all on site and being able to show this data to the client can be priceless.

An alternative may be Staffometer. It’s much more straightforward in its purpose, stating “Staffometer is an affordable system for employers which allows workers to use a smartphone as a time clock with location tracking. The employee installs a free app to their smartphone and uses it to clock in and clock out.” No additional website, and no bundled together features, this is staff check-in straight up. As long as staff have the app, they can just check in and check out as needed per job.

However, as Staffometer is made for regular employees and not the vast temporary staffing business, pricing presents a problem. It costs $20 per month but only for 10 employees; suitable for your top 10 event managers maybe, but not for your hundreds if not thousands of field staff.

It seems this is an ongoing challenge for agencies. There are a couple solutions available, but they either target remote, regular workers, or the temporary staffing industry but the latter with too many booking features. We’d love to see software like In it Live focussing on one main feature – the staff check in – and make this readily available to the industry; for example, their app currently only exists for Android which is bad news for all the iPhone users out there. In the meantime, we’re keeping our eyes open for alternative solutions and welcome any feedback from agencies who have struck gold in a solution!

Photo by David Hall