ExtensisHR: Web Application for HR Services

The Client.

Extensis Group, LLC (ExtensisHR) is an organization that offers a variety of HR services to other businesses and organizations.

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The Challenge.

The client sought to build a web application for education providers. The current application they use lacked certain features desirable to their customers, so they needed a new platform that could offer these additional features, while still being able to link to the existing platform’s backend.

The Solution.

Our team worked with the client to develop a web application that could meet the wants and needs of their customers. The new platform offers many new features that are not available in the current system, and it is linked with the current system to port over the existing data for a seamless user experience. The web application also leverages current popular frontend technologies to give the site a more modern and attractive interface.

Web App Features.

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Login/SSO.

  • iconUsers can log in with their existing Prism credentials, so there is no need to create a new account.
  • iconUsers will set up their MFA preferences for added security, and can send a code either to their email or phone.
  • iconUsers can choose which school client dashboard they want to access.
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School Client Dashboard.

  • iconEmployees can view the dashboard for the school clients they have access to. User can switch between school clients if they have access to more than one.
  • iconA user with super admin credentials will access the super admin panel after login.
  • iconUsers will have access only to the features they have permission to, based on their role as teacher/associate or admin.
  • iconThe dashboard will automatically update for each client based on the user’s role and permission levels.

Super Admin Features.

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Super Admin Management.

  • iconSuper admin can add other super admin users by providing the username. When a user logs in with the username they can access the super admin panel.
  • iconSuper admin can edit the details of existing super admin users, or delete the user entirely to remove their access.
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Client Management.

  • iconSuper admin can add school clients that will be available on the ExtensisHR/SchoolCloud platform.
  • iconSuper admin will see the number of teacher/associate and admin users for the client, and can edit the details of the school client.
  • iconSuper admin can view the list of employees for a client, seeing basic user details and the user’s role as either teacher/associate or admin.
  • iconSuper admin can edit the role of an employee to give the employee admin access. Super admin can also manage specific permissions that the admin user will have for the client.
  • iconSuper admin choose a school client to view the client dashboard as an admin user with full admin capabilities.

Admin Features.

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Home Screen.

  • iconUser sees a dashboard overview on the home screen, with information about the employees for the client as well as notable upcoming dates.
  • iconUser can click into the home screen categories to view the full list of items for each.
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Letters.

  • iconUser can create templates for sending bulk email letters with dynamic fields that autofill based on the recipient.
  • iconUser can select a letter template to send and choose the recipients from the list of all employees for the client.
  • iconUser can preview the letter before sending, and fill out the information for the dynamic fields that need manual entry.
  • iconThe letter will be sent to all selected recipients, and admin can see if any users did not receive the letter because the user does not have an email address.
  • iconAdmin can view the letter as a document for each recipient.
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Calendar.

  • iconUsers can create a calendar school year and edit the start/end dates for existing calendars.
  • iconUsers can switch the view to show different calendars, with the default showing the current date.
  • iconUsers can manually enter an event to show in the calendar, or users can bulk upload events using a spreadsheet template.
  • iconThe events will be available for all employees to view.
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Documents .

  • iconUser can upload files to be stored as documents for any employees.
  • iconSent letters will be automatically uploaded to the list as a document.
  • iconUser can edit or delete the documents in the list.
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Certifications.

  • iconUser can upload certificate files for any employees.
  • iconUser can mark the status of the certificate to keep track of its expiration.
  • iconUser can edit or delete a certificate from the list.
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Processes .

  • iconUsers can create a process template to use for common administrative tasks.
  • iconUser can start a process for an employee, and assign tasks to other users to complete.
  • iconUsers who are assigned a task will receive an email notification with details about it.
  • iconUsers receive reminder emails until the task is complete and can mark a task as complete from within the email.
  • iconUsers can change the status of tasks to track if they have been completed, canceled, or expired.