Bath Spa University Liquid Office
LiquidOffice was selected to facilitate the conversion from paper to electronic forms as it provided many resource-saving benefits, such as quick form delivery and validation of data at source. It is important that users and managers have complete visibility in to their forms’ location within a process and that form authorisations are fully auditable. LiquidOffice also fully integrates with existing databases, enabling flexible onward processing of form data.
PTHP lecturers contracts and claims
The first process implemented at Bath Spa University was for processing Part Time Hourly Paid (PTHP) Lecturer Contracts and Claims. It allows for the creation, authorisation and delivery of lecturer contracts with electronic submission and authorisation of claims against those contracts.
When a new contract is initiated, the process captures and validates all the information required to pay an individual including their address, national insurance details and bank account information. An appropriate contract is then issued, with start and end dates, correct rate of pay and the number of hours to be provided. The initial contract form identifies who should approve any claims made against the contract.
This approach reduces the budget holder’s time by flexibly defining which person is best suited for the approval role. After the process is initiated and subsequently approved, a PDF of the contract is automatically sent to the lecturer either by eMail, if available, or routed back to the initiator for postal delivery.
A second stage allows the lecturer to select a contract (they may be working several simultaneously) and enter details of the work carried out. By using automated rules, the need for manual checks by HR, to ensure the claim dates are within contract dates and that the total hours claimed is not exceeded, is removed.
The claim is routed to the appropriate approver while the LiquidOffice system provides the claimant visibility of how their claim is progressing – if it is held up, they can check and chase the approver themselves. This process removes the need for data re-keying, which was a major source of error, and automatically exports data directly in to the payroll system.
Staff expense claim forms
The old paper expense claim forms have now been made available on-line, with the help of LiquidOffice’s strengths. Only valid finance codes are allowed on the form – this is facilitated by the use of drop down lists, automatically tailored to the claimant’s department.
This eliminates claim rejections by the finance system and claims being sent back to the claimant due to coding errors or incorrect data. Once approved by the line manager, the claims are exported to the existing finance system for payment.
In the next phase of development, the University aims to implement better process control using the LiquidOffice Process Studio and focus on streamlining further human resources processes, such as recording of sickness, absence and appraisals. They are also planning to make further improvements to accounting functions, by mapping out and improving processes such as sundry sales invoices, in LiquidOffice.
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