Equus Software

Approval Ruleset and Approval Routing can be designed and created for all mobility types. These are created at a company-level. Note, an Approval Ruleset should be configured prior to this…

Configuring Mobility Record Approval Rulesets and Approval Routing

Mobility Management in the Equus Platform allows users to manage their entire mobile workforce, which can be made up of a range of Mobility Types. The following mobility types are…

Mobility Management Overview

Bringing more of your mobile employee populations into the Equus Platform provides numerous benefits from providing a central point for global reporting and insights to increasing compliance and reduc

Adding new populations to the Equus Platform

Create approval routings to your mobility records in the Equus Platform. You can add them to records created via Mobility Manager widget or with the International Remote Work Request form.
You…

Adding Approval Routing to Case Records

Cases can be used for scenarios where going through the Authorization process and populating well-detailed Assignment fields are not a priority, and a more straightforward process is required.
Case Re

Creating a Case Record via the dynamic data entry form

New employees can be created through the Mobility Manager widget when creating a new Case Record.
To create a new employee, the first step is to navigate to a Landing…

Creating New Employees Through the Mobility Manager Widget

There are several available Mobility Types to choose from when creating or editing Case Records:

International Relocation
Domestic Relocation
International New Hire
Business Trip
International Remote

Renaming Mobility Types Through the Mobility Type Lookup Maintenance

Users can choose to set a default Mobility Policy for a specific Mobility Type. When a default policy is set for a Mobility Type, users will not be prompted to…

Setting Mobility Type Policy Defaults

Destination Details, which includes the Host Location, Start and End Dates, and more can be added into the Case Record of a Business Traveler either through the Mobility Manager widget,…

Adding Destination Details for the Case Record

What’s new? 

We are enhancing our software to help you manage more types of workforce mobility in the Equus Platform
 
Which types of mobility are now supported?


Assignments


One-way…

FAQs for Mobility Management

Mobility Management

When a Business Travel case record is created in the Equus Platform, an automated feature uses the Vialto Assessment Engine to generate compliance risk assessments for business travelers. These assess

Using the Vialto Assessment Engine for Business Travel Compliance

Overview
The Equus Platform can manage Posted Worker information to support documentation and submission requirements of the Posted Worker Directive, including Posted Worker Notifications (PWN) and Po

Posted Workers

When a Business Travel case record is created in the Equus Platform, an automated feature can generate risk assessments for business travelers. These assessments are designed to provide critical infor

Overview of Business Travel Compliance Automation

The Equus Compliance Engine (ECE) is a risk assessment tool designed for Business Travelers. ECE evaluates multiple compliance indicators to identify risks associated with a travel destination during

Using the Equus Compliance Engine (ECE) for Business Travel Compliance

Preference Name = ASSESSENGN
Full Name - Default Assessment Engine
 
The Equus Platform allows only one assessment engine to be active at a time. A system preference (ASSESSENGN) determines…

Defining the Default Assessment Engine (ASSESSENGN) System Preference

The Deloitte Assessment Engine is a risk assessment tool designed for Business Travelers. This will evaluate multiple compliance indicators to identify risks associated with a travel destination durin

Using the Deloitte Assessment Engine for Business Travel Compliance

Equus Platform developed a custom automation process for posted worker filing, utilizing RPA (Robotic Process Automation), email notifications, and APIs to automate the posted worker filing process wi

Posted Worker Automation

Business Travel

Overview
Global Projects Automation (GPA) is a suite of features developed to streamline and automate managing your project-based workforce in the Equus Platform.
📹 Video: https://player.vimeo.com/vi

Global Projects Automation

The Equus Mobile Workforce Platform supports management of Remote Work populations and via a self-service request form. The request form can be utilized to allow users to submit International &amp;…

The Remote Work Self Service Form

The Equus Mobile Workforce Platform supports the management of Remote Work populations via a self-service request form. This form can be utilized to allow users to submit International &amp; Domestic

Configuring Remote Work Request Form

The Equus Mobile Workforce Platform supports management for Remote Work populations. Features include the intuitive self-service request form along with advanced insights and tracking on the Equus Sta

Remote Work Management Overview

With the Equus Platform supporting management for the Remote Work population, there are two ways to initiate a Remote Work Request

Self-Service Request
Initiate on someone’s behalf

Self-Service Requ

Initiating Remote Work Request

When an employee submits the Remote Work Request Form, the Remote Work Approval Routing will automatically commence and begin routing approval. 
Remote Work Approval Rulesets 
The internal user can cr

Configuring the Remote Work Approval Ruleset and Approval Routing

The Travel Dates Confirmation process enables the relocation coordinator to ensure the accuracy and compliance of travel dates, based on the confirmation date submitted by the remote employee. After c

Remote Work Travel Dates Confirmation

Remote Work

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