Assessing and encoding of invoices by a group of employees
Organizations have the option to send an invoice line for individual employee assess or optionally for individual employee coding as part of the standard functionality. There is also the possibility to send an invoice line for assessment or coding to a group of employees. Within the invoice line, the 'Action' field is expanded to include assess by a group and/or coding by a group.
You can enable either just group assess, just group coding, or both. This can be adjusted upon request by our support department.
If your organization has enabled the feature to send an invoice line to a group of employees, it will look like this when coding an invoice line:
When you hover your mouse over the exclamation point, you can see which employees are in the group:
Assess by Group
When sending an invoice line for assessment to a group, it is sent to the employees with the lowest equal authorization amount within the selected organizational unit. Employees with a higher authorization amount are not included in the group. This ensures that, for example, the team leader or manager within that organizational unit does not receive the invoice line for assess prematurely.
Since the lowest authorization amount within an organizational unit is used to determine a group, it is not possible to manually create a different group via application management. However, you can create a sub-organizational unit with different role compositions if necessary.
The 'Employee' field is grayed out and does not need to be filled in when selecting 'Assess by Group.'
The relevant employees will each receive a notification email and a 'To Assess' action in their name.
For 'Assess by Group,' the employee who completes the action first ensures that the other employees on the same organizational unit no longer need to perform the action. The action will also disappear for these employees unless configured differently in application management. If you don't see any invoices in your actions on the dashboard, it may be because a colleague has already completed these actions.
Coding by Group
When sending an invoice line for coding to a group, it is sent to all employees within the selected organizational unit who are authorized to code. Unlike assessment, for coding, only the ability to code is considered, not the authorization amount. The 'Coding' option on the organizational unit is the key factor in determining a group. Therefore, you cannot manually create a different group via application management, but you can create a sub-organizational unit with a different role composition if necessary.
The 'Employee' field is grayed out and does not need to be filled in when selecting 'Coding by Group.'
The relevant employees will each receive a notification email and a 'To Code' action in their name.
For 'Coding by Group,' the employee who completes the action first ensures that the other employees on the same organizational unit no longer need to perform the action. The action will also disappear for these employees unless configured differently in application management. If you don't see any invoices in your actions on the dashboard, it may be because a colleague has already completed these actions.
If you wish to use the 'Assess and/or Code by Group' functions, you can contact our support department.
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