Equus Platform Features & Configuration
816 articles
User Reports - Overview
Account Sums Section
Expense Criteria
Voucher Status
Equus supported SQL Characters and Functions
Custom SQL Examples
Aggregation
Adding Account Sums
Custom Calcs Operators and Operations
User Reports - Custom Calc Fields
Advanced Filters
Output Types and Chart Options
User Report Types
How to create a new user report
User Reports - How to add Custom Calculated Fields and which one to use
Examples
How do I set the maximum size of a User Report?
Assignment Documents - Overview
Assignment Documents - How to download documents
Assignment Documents - How to upload documents
Assignment Documents - How to delete documents
Assignment Documents - How to search for documents
Assignment Documents - How to sort columns
Assignment Documents - How to adjust the displayed column width
Assignment Documents - How to copy existing documents
Assignment Documents - How to add/remove document label
Assignment Documents - How to show / hide data columns
Assignment Documents - How to display / hide all document category sections
Assignment Documents - How to edit document details
Assignment Documents - How to control the visibility of a document on the Mobile Employee Experience
Assignment Documents - How to know if a document is visible in the Mobile Employee Experience
Assignment Documents - How to view all document details using the information panel
Assignment Documents - How to replace a document
Assignment Documents - Controlling the visibility of documents on the External Payroll Portal
How is the IFSC field validated for bank accounts
How is the Canadian Specific Code field validated for bank accounts
How is the BSB Code field validated for bank accounts
How is the ABA Routing # / Sort Code field validated for bank accounts
Bank Accounts Overview
How is the IBAN field validated for bank accounts
How is the SWIFT/BIC field validated for bank accounts
Business Rules Overview
How to add a new business rule calculation
How to use input variable option in a business rule
How to use Fixed Value and Field Value Options in a business rule
How to use Other Business Rules option in a business rule
How to use Table Lookup option in a business rule
How to add and use multiple steps within a Business Rule
How to run and test a function used in a business rule
How to use Math option in a business rule
How to use Input option in a business rule
How to run and test a business rule calculation
How to use Function option in a business rule
How to cascade a value from a User Report for Cost Estimates / Compensation Calculations into Business Rules
How to cascade a manually entered value for Cost Estimates / Compensation Calculations into Business Rules
How to cascade a value from another line item for Cost Estimate / Compensation Calculations into Business Rules
How can I tell what Business Rules have been executed and where
How can I tell where a business rule or a component (Table Lookup, Function, Math, Input Variable, Multi-Context) is used
How to set up / convert to using multi-context business rules
How to lock and unlock a business rule
How to view and filter the Business Rules Components screen
How to display / hide all Business Rules Components sections
How to show / hide Business Rules Components columns
Best Practice - Business Rules
Configuring Mobility Record Approval Rulesets and Approval Routing
Mobility Management Overview
Adding new populations to the Equus Platform
Adding Approval Routing to Case Records
Creating a Case Record via the dynamic data entry form
Creating New Employees Through the Mobility Manager Widget
Renaming Mobility Types Through the Mobility Type Lookup Maintenance
Setting Mobility Type Policy Defaults
Adding Destination Details for the Case Record
FAQs for Mobility Management
What are prerequisites prior to creating a checklist template?
Creating a checklist template
Checklists Overview
Configuring checklist items
Automating Checklists
Managing checklists
Assigning checklists to services
How to configure security role to configure and access checklists
Viewing checklist tasks at the Assignment Level
Maintaining checklist templates
Company Fiscal Year
Creating a company and adding company contact details
How to create a policy
How to establish tax and wage policy defaults at the policy level
Companies in the Equus Platform Overview
How to associate services to a policy
Configuring Policy Fields for Exceptions
How to associate documents to a policy
Company Projects
Tax and Wage Policies
Company Documents
Company Configuration Document Library
Permanent Establishment Risk Assessment
Company Documents - Overview
Company Documents - How to upload documents
Company Documents - How to download documents
Company Documents - How to add/remove document label
Company Documents - How to search for documents
Company Documents - How to show / hide data columns
Company Documents - How to delete documents
Company Documents - How to sort columns
Company Documents - How to view all document details using the information panel
Company Documents - How to adjust the displayed column width
Company Documents - How to display / hide all document sections
Company Documents - How to copy existing documents
Company Documents - How to replace a document
Company Documents - How to edit document details
What are Custom Fields?
How to configure a custom field to be a drop down field
How to allow users to enter a value in a custom field
Creating or exposing a new custom field
How to make a custom field mandatory
How to make a custom field available on the Authorization screens
How to edit/delete a custom field
How to place a custom field on the screen relative to other existing fields
DocuSign - What is an envelope?
DocuSign - How to configure a merge e-Signature document
DocuSign - What is an e-signature merge tag?
DocuSign - How to configure an email template for e-signature
DocuSign - How to generate an e-signature document
DocuSign - How to resend or cancel an e-signature request
DocuSign - How to configure security role to access e-signature documents
DocuSign - How to respond to e-signature request
DocuSign - How to send e-signature document to specified signers
DocuSign - Overview
DocuSign - Monitoring and reporting on e-signature activity and status
DocuSign - How to delete an e-signature document
United States and Canada Domestic Gross-up Overview and Service Definition
Domestic Gross-up - Account Setup
Company Tax Assistance Configuration
Company Payroll Calendar
Domestic Gross-up - Employee Salary Tab
Multi-State Withholding - Employee Salary Tab
User Reports – US and Canadian Gross Up Standard Views - Employee Salary Tab
Tax Calc Year End Report - Employee Salary Tab
Resending Notifications - Employee Salary Tab
Domestic Gross Up and Payroll Document Uploads - Employee Salary Tab
Tax Calc. Batch Process
Entering Expenses - Employee Salary Tab
Year End Tax Report Publishing - Employee Salary Tab
Tax Calc Payroll Report Screen - Employee Salary Tab
Undoing a Tax Calc Batch - Employee Salary Tab
How to create/configure an email template (Part 1 of 2)
How to create/configure an email template (Part 2 of 2)
Create a communication using an email template
How to create/configure an email template for Service Order type
What is an email template?
Creating a service order communication using an email template
How to select which input parameter(s) to add to user reports for email templates
Delete a communication using an email template
Creating an Assignment
Create an Employee and Assignment - Overview
How to create an employee
Authorize Services
Create a New Assignment by Copying an Existing One
Pre-Assignment Basics - How to create an Employee and Assignment Record for Approval Routing using the Authorization Wizard (Part 1 of 2)
Pre-Assignment Basics - How to create an Employee and Assignment Record for Approval Routing using the Authorization Wizard (Part 2 of 2)
Employee Contact Information
Creating Dependent Records
Basic Compensation Data
Pre-Assignment Basics - How to create an employee
Cost Center Data
Employee Elections - Overview
Employee Elections - Key Features
Manually Issuing Election Sets to Employees
Employee Elections - Use Case Examples
Employee Elections - Summary of Configuration Steps
Employee Elections - Configuration
How to configure a quick workflow to automatically Issue Election Sets to employees to the MEE
Employee Expense Budgeting - Overview
Employee Expense Budgeting - How to create and configure a budget template
Employee Expense Budgeting - How to create an expense budget using election sets
Employee Expense Budgeting - How to view employee budgets and expense reports in the MEE
Employee Expense Budgeting - How to access budget screens
Employee Expense Budgeting - How to view and/or manually set an employee budget for an assignment
Employee Expense Budgeting - How to monitor budget usage using quick workflows
Employee Expense Budgeting - How to link budget accounts to expense reports
Employee Expense Budgeting - How to link expense report accounts to assignment policy
Employee Expense Budgeting - How to configure dates on a budget template
Employee Expense Budgeting - How to add accounts on a budget template
Expense Account Mappings
How to configure the Employee Completed Fields tab on the Authorization Template
How to create and submit a new Self-Initiated Move in the Mobile Employee Experience
How to view the status of previously submitted self-moves in the Mobile Employee Experience
Employee Self-Initiated Moves Overview
How to configure security role to configure Employee Self-Initiated Moves
How to view employee self-initiated moves as an internal user
Internal Dashboard Layouts Overview
Dashboard Widgets (Part 1 of 2)
Dashboard Widgets (Part 2 of 2)
What internal dashboard widgets are available?
Tips for Creating/Maintaining Widgets
Internal Dashboard - How to activate the cache for a dashboard for user report backed widgets
How to select a different internal dashboard layout
Helpful System Tips and Navigation
Creating an Assignment Compensation Worksheet
Creating an Assignment Package
Requesting Vendor Services
Viewing policy exception fields and raising an exception
Creating and Issuing an Assignment Letter
Receiving the Employee-Signed Assignment Letter
Review and Completion of the Pre-Assignment Checklist
Generating Batch Payroll Instructions (Compensation Control Panel)
Running Ad Hoc Reports
Appendix A: Assignment Screen Details
What are Quick Links?
Auditing Record Creation & Changes
How to add secure Single Sign-On (SSO) links to external vendor sites in the Equus Platform
Invoice and Expense Auditing - Overview
Invoice and Expense Auditing - How to configure security role to access expense audit settings
Invoice and Expense Auditing - How to view an overview of the expense audit process
Invoice and Expense Auditing - How to manually view the results of a rule
Invoice and Expense Auditing - How to process non-auditable expense entries
Invoice and Expense Auditing - How to enable the audit rules engine
Invoice and Expense Auditing - How to set up voucher automation
Invoice and Expense Auditing - How to route expense audit approvals to specific resources
Invoice and Expense Auditing - How to create an audit rule
Invoice and Expense Auditing - How to create an precondition rule
Invoice and Expense Auditing - How to link a precondition rule to an audit rule
Invoice and Expense Auditing - How to view expense audit outcomes
Invoice and Expense Auditing - How to process expense entries needing manual review including overriding a manual action
Invoice and Expense Auditing - How to reprocess expenses and vouchers
Invoice and Expense Auditing - How to send a summary report to vendors when auditing is complete
Creating a Merge Document record
How to use a merge document for a billing invoice
How to create a User Report for merge documents
What are Standard Merge Data Sources / Stored Procedures?
How to configure a RTF merge document
How to use a merge document as a production report
How to configure an Excel merge document using a single merge data source
Configuring an Excel merge document using multiple user reports
How to configure a PDF merge document
Merge Documents - Overview
How to create a Word merge document
How to create repeating rows in Word merge document
How to create conditional section / paragraph in a Word merge document
Merge Document Password Source System Preference
Migration Package - How to access Migration Packages
Migration Package - User Report (old)
Migration Package - Production Report
Migration Package - Tax Position Set
Migration Package - Cost Estimate / Compensation Calculation Template
Migration Package - Compensation Worksheet Template
Migration Package - Overview
Migration Package - Exporting an Object
Migration Package - Importing the Selected Object
Migration Package - User Report Type (old)
Migration Package - Widget
Migration Package - Quick Workflow
Migration Package - Checklist Template
Migration Package - User Report (includes Prereqs and Report Types)
Migration Package - User Table
Migration Package - Dashboard Layout
Migration Package - Business Rule
Migration Package - Landing Experience Dashboard
Migration Package - Merge Documents
Configuring Posted Worker Directive automation quick workflow
Configure a portal notification for quick workflows in the Mobile Employee Experience
Configure an email notification for quick workflows
Quick Workflow Overview
Creating a new Quick Workflow (QWF)
Specifying target fields when an alert is triggered for quick workflow
Activating an alert for quick workflows
Configure a banner alert for quick workflows
Configure alert actions for quick workflow
Configure an automation trigger for quick workflows
Checking the import has worked for an advanced automation quick workflow
Configure a mobile push notification for quick workflows
Default Equus mobile push notifications quick workflow examples
Configure a webhook notification for quick workflows
Will a quick workflow with multiple target fields trigger more than one alert per transaction?
Viewing Quick Workflow Event History
Best Practices - Quick Workflows
Reporting Options - Production Reports
Reporting Options - How to create a hyperlink to run a User Report
Reporting Options - How to add Custom Fields to user reports
Reporting Options - How to add and use filters in user reports
Reporting Options - How to configure the Formatting tab of a user report
Reporting Options - What are cascading / pre-requisite user reports
Reporting Options - How to favorite a user report
Reporting Options - How to create a user report including copying a report
Reporting Options - What are the different output types for user reports
Reporting Options - How to delete data fields in user reports
Reporting Options - How to add a user report to a report category
Reporting Options - How to add a new / edit an existing user report category
Reporting Options - How to add data fields to user reports
Reporting Options - How to change the order/sequence of data fields in user reports
Reporting Options - How to hide data fields from user reports
Reporting Options - How to sort a data field in ascending / descending order
Reporting Options - What is report timeout seconds in a user report?
Reporting Options - How to aggregate data fields/columns
Reporting Options - How to configure the Print Options tab of a user report
Reporting Options - How to configure the Export Options tab of a user report
Reporting Options - Option Recompile SQL System Preference
Reporting Options - Report Runner Process Memory Limit System Preference
Reporting Options - What is cache a user report for cost estimates and compensation calculations in a user report?
Reporting Options - How to view the User Report Type of a User Report
Reporting Options - How to create a cascading / prerequisite user report and how do they work
Reporting Options - Exports
Reporting Options - What is a User Report Type?
Reporting Options - How to view and run a user report to view the output
Reporting Options - How to configure the Chart Options tab of a user report
Reporting Options - How to unhide the Excel Formatted option for user reports
Reporting Options - How to enable Excel Data option on reports with HTML format
Reporting Options - How to add Custom SQL Fields to user reports
Reporting Options - How to add Custom Calc Fields to user reports
Reporting Options - How to rename column captions in user reports
Reporting Options - How to identify where a user report is used
How to upload MS Office Password Protected and Compressed Files
Reporting Options - How to identify where a user report type is used
User Report Size Max(KB) (URCONVMAX) System Preference
How to create a new resource record and add resource details
How to associate a company or companies with a resource name
What is a resource?
How to find a resource and view details
How to associate a role or roles with a resource name
How to configure additional resource roles for use in the system
How to view and edit resource roles
How to default a resource role to the Relocation Coordinator using system preferences
Resource Allocation Rulesets
How to manually create a service order / order services
Overview - Services
How to define system services / create a service definition
Assignment Policies
How to manage service order settings
Authorize Services for an Assignment
Vendor Service Ratings - Screen List
Vendor Service Ratings - Service Order Vendor Defaulting
Vendor Service Rating - Overview
How to configure a service order automation quick workflow
How to manage service types
How to map service types to screens
How to change a user password
How to reset password
What is a Device Authorization?
Email Notification on Password Change
How to prevent multiple sessions / multiple users logged in at the same time with the same User ID
Getting Started - Site Access, User Types and Portals
Signing In
How to customize / add messages to the login screen
Multi-Factor Authentication (MFA) Configuration
User Password Rules Configuration
How to create and view assignment level tasks as an internal user
Tasks & Reminders - How to add company level tasks and reminders
Tasks & Reminders - How to use tasks and reminders widget
Tasks & Reminders - How to add user level tasks and reminders
Tasks & Reminders - How to search for company level tasks and reminders