Key decks for your clients

Document Manager

An interactive document management system with flexible audit tools and practical reports.

Personnel Files & Folders

Secure and streamlined records management system for sensitive HR data. Compliant with Data Protection Regulations.

Laws in the Pipeline

Upcoming employment laws and legislation at a glance.

To Do

Diary and Reminder systems with automated alerts.

My Decks for your clients

Advice bank

Portal Advisors can post advice and associated documentation for sharing with designated users.

Absence and Attendance

A suite of absence and attendance tools for managing leave requests, building staff rotas and managing capacity.

Auto-Enrolment Wizard

Fully automated, end to end wizard to manage Workplace Pension auto enrolment obligations. Push button wizard makes Auto-enrolment a breeze.

Check Points

Renewals tracking and reporting system. Monitor your licenses and other renewable events such as insurance policies, DBS checks, in-house training, Health and Safety and ISO standards and any other recurring event.

Personnel dashboards

Self-Service accounts for employees accessible from mobile devices.

Tasks workflow

Case management system for Performance appraisals, Grievances, Disciplinaries and many more procedures.

HR Toolkits

Add selected HR Toolkits, written and maintained by our legal team, to create a highly flexible knowledge and information library tailored to client needs.

Key Decks for Sponsors

Sponsor dashboard

Complete suite of content and client management tools gives Sponsors total control in the office and on the move.

Advisor toolkits

Create your own Toolkits and add documents to make it easy for clients to access your expertise.

Document manager

An interactive document management system for all the documents you want to share with clients including audit controls.

Other features for Sponsors

Sales and marketing tools

Reselling your Portal is easy with these online sales and marketing tools all included in your standard Sponsor package.

Add your services

If you want to add your services to client packages it’s easily done.

Work with partners

The Portal enables you to add value to your client experiences by offering services supplied not just by your organisation but also by other professional service providers.