Dialogue

The Dialogue feature allows you to engage in threaded conversations, similar to a messaging app, with your accounting office or relevant parties within your company. You can create new dialogues, participate in existing ones, and manage their status and visibility.

Navigating to Dialogue

1. Access the HRM section of the application.
2. Select the Dialogue tab.
   • This will display the main Dialogue list screen.

Dialogue List Screen

Header Area:

• Tab Menu: “Dialogue” & “Employees”.
• Three-Dot Menu: Accesses options for creating new dialogues and filtering the list.

Body Area:

• Dialogue List: Displays a list of ongoing and past conversations. Grouped by company (if you have access to multiple companies)
  • Each item in the list shows:
    • Title: The subject of the dialogue.
    • Participant(s): Who is involved in the conversation.
    • Message Count: The number of messages in the thread.
    • Status Badges: Visual indicators such as For Approval, Linked to wage run, Approved, or Rejected may be displayed.

Interaction Options (Dialogue List Screen):

• Filtering Dialogues:

  1. Tap the three-dot menu (top-right).
  2. Select an option to filter dialogues by status (e.g., Active, Completed). → The list will update to show only dialogues matching the selected filter.

• Creating a New Dialogue:

  1. Tap the three-dot menu.
  2. Select “New dialogue”. → The “Create new dialogue” screen opens.
  3. On the “Create new dialogue” screen:
     • Enter a Title for the dialogue.
     • Select a Company (if you have access to more than one).
     • Optionally, link the dialogue to a specific wage run if applicable.
  4. Tap “Create”. → A new, empty dialogue thread is created and automatically opened for you to start the conversation.

• Opening an Existing Dialogue:

  • Tap any dialogue in the list to open it and view the full conversation history.

Dialogue Thread Screen

Header Area:

• Dialogue Title: Displays the title of the current conversation.
• Back Arrow: Navigates back to the Dialogue list.
• Three-Dot Menu (for owners): If you are the owner of the dialogue, this menu provides options to manage it.

Body Area:

• Message History: Shows all messages in the thread, with sender name and timestamp for each.
• Message Input Field: A field at the bottom, labeled “Add a message”, to type your reply or new message.

Interaction Options (Dialogue Thread Screen):

• Participating in a Dialogue (Sending Messages):

  1. Type your message in the “Add a message” input field.
  2. Tap the Send button/icon. → Your message appears in the thread, and the dialogue list will reflect the updated message count and activity.

• Updating Dialogue Status (Approval/Rejection):

  • If a dialogue has the status “For Approval”: 1. Open the dialogue. 2. Type “OK” or “Approved” in the message field and send it. → The dialogue status will update to Approved in the list view. 3. Alternatively, type “Rejected” and send it. → The dialogue status will update to Rejected in the list view.

• Managing Your Owned Dialogues:

  • If you are the owner of the dialogue: 1. Open the dialogue thread. 2. Tap the three-dot menu within the thread. 3. Choose from the available options: - Edit dialogue: Modify the title or wage-run link. Remember to Save your changes. - Delete dialogue: Permanently remove the dialogue and its history. - Mark as complete: Archive the dialogue. It will be removed from the active list but can be viewed by filtering for “Completed dialogues” on the main list screen.

• Receiving Notifications:

  • When you receive a new message in a dialogue where you are a participant, you should receive a system notification on your device (e.g., “New dialogue received.”).