Equus Software

Company Fiscal Years have been added to track the full length of a company’s Financial Year. Navigate to the Fiscal Year screen at the company level.
 
Creating Fiscal Year
To…

Company Fiscal Year

The company screen will display the companies configured to use the Equus Platform instanceClick the  to create a new one  and click to manage existing ones on the Companies screen…

Creating a company and adding company contact details

To create a new policy, click the + link in the upper left hand corner of the Assignment/Relocation Policies grid.  The Policies grid is found on the Assignment/Relocation Policies screen, which…

How to create a policy

Policy Defaults add the flexibility to establish defaults at the Relocation Policy Level.  The defaults can be set on the Policy Defaults Tab of the Relocation Policy screen.  A default…

How to establish tax and wage policy defaults at the policy level

Equus Platform is a multi-company capable system.  Each company, also known as a “client”, can have unique system settings and processes.  The Companies screen allows Users to navigate the company…

Companies in the Equus Platform Overview

Services are configured at the system level on the Service Definition screen.  All services that are configured at the system level will appear as services for a new policy.
 
By…

How to associate services to a policy

Policy fields can be created to help users of the system audit services to policy. Policy fields are associated with a screen in the system and can be displayed when…

Configuring Policy Fields for Exceptions

This tab allows you to upload documents to associate with this policy.  On the Policy Documents Tab click on the  to create a policy document.  This opens the Policy Documents…

How to associate documents to a policy

Projects are created at the company level and can be assigned to Assignments/Relocations. Only one project can be assigned to an Assignment/Relocation and projects cannot have the same name.
The…

Company Projects

Tax PoliciesThe purpose of the Tax Policy screen is to allow users to develop and maintain tax policies—the various instructions the system uses to calculate U.S. domestic tax assistance and…

Tax and Wage Policies

Company Documents should be used more for short term documents or documents that need secure interaction and can be available for the client portal.  The Document Library is intended to…

Company Documents

This is a library for the distribution of documents stored at the company level.  Documents can be uploaded and categorized and these will be available on the Portal Document Library…

Company Configuration Document Library

Permanent Establishment risk (PE risk) is the risk that the presence of an enterprise in a foreign country has inadvertently created a ‘permanent establishment’ in that country. Meaning the enterprise

Permanent Establishment Risk Assessment

Company Configuration

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