Equus Software

System Tips to Remember

Required fields are indicated with an asterisk (*).
When there are multiple  buttons on a screen, clicking on any of them will save all data entered…

Helpful System Tips and Navigation

An Assignment Compensation Worksheet can be used to instruct payroll of changes to an assignee’s pay. 
Creating an Assignment Compensation Worksheet Template
A Compensation Worksheet Template is gener

Creating an Assignment Compensation Worksheet

Assignment packages are a powerful feature of the Equus Platform that allows cost estimates, compensation calculations, and reports to be created with only a few clicks. They are created from…

Creating an Assignment Package

Most assignments require some sort of vendor activity, such as relocation, taxes, immigration, etc.  Equus Platform has the capability to initiate services with a variety of vendors either manually or

Requesting Vendor Services

An exception may be required in instances where an employee has requested something other than the standard services authorized for the assignment. To register an exception, navigate to the Policy…

Viewing policy exception fields and raising an exception

The Equus Platform system has the functionality to store and create a variety of documents that have the capability of merging data from the system into specific fields within the…

Creating and Issuing an Assignment Letter

An important part of any assignment is receiving confirmation from the employee that they agree and understand the terms involved.  These terms are typically provided in the form of an…

Receiving the Employee-Signed Assignment Letter

Depending on how your company has chosen to configure checklists, there may be subsequent checklists and tasks that are triggered and only available when a previous checklist or task is…

Review and Completion of the Pre-Assignment Checklist

Processing an employee’s payroll in an accurate and timely manner is important for any business; assignments are no exception to this.  Instructions with information on the various assignment allowanc

Generating Batch Payroll Instructions (Compensation Control Panel)

Reports can be used in a multitude of ways, including (but not limited to): auditing a record, tracking vendor services, running payroll batches, etc.
To access and run a report,…

Running Ad Hoc Reports

Assignment Details Header
Company Information
Assignment Details
Assignment Status
International Assignment Details
Assignment Contacts
Business Traveler
Location Information
Employee Identifiers
Spe

Appendix A: Assignment Screen Details

Quick links are links that take you to other parts of the platform and appear throughout the application.  
Some of the most common quick links are the company, employee…

What are Quick Links?

Most screens in the system will track who created the record, and when, as well as who last updated the record, and when. Hovering over either will show more information,…

Auditing Record Creation & Changes

When a secure IdP initiation or Single Sign On (SSO) link is built between a client's network and their external vendor, this link can be displayed to the Equus Platform…

How to add secure Single Sign-On (SSO) links to external vendor sites in the Equus Platform

Generic Equus Mobile Workforce Platform User Guide

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