FAQ

If you have reached this page it is clear that you are very interested in absence and holiday management and want to find out more.

We hope this web site has given you a clear, concise and intuitive overview of both the functionality and benefits of the Engage absence management and holiday management Software as a Service (SaaS) system. However, you might still have a few questions. Hopefully, the Frequently Asked Questions (FAQs) below will answer any lingering questions about how Engage can help solve your absence, holiday and general leave management issues. If not, please feel free to contact us by email by clicking here and we will add the most common questions to the FAQs.

Frequently Asked Questions (FAQ)

Free trials
How do I know if I need the system?
Data (import / export / storage)
Contracts and payments
Using Engage: absence reports
Using Engage: customising your settings
Software as a Service

 

Free trials

What happens at the end of my free trial period?

At the end of your free trial period you will be directed to a payment page where you can enter your credit or debit card details.

What if I love your system so much I want to activate my subscription before the end of my free trial period?

Good news! Even if you decide you want to pay early you can still take full advantage of your free trial. You won’t be charged until the end of the free trial period.

 

If my free trial account is suspended, can I re-activate it by paying?

Yes – login to your account and follow the instructions onscreen to put in your credit card details.

 

 

How do I know if I need the system?

We have developed a very simple acid test, which will tell you if there is room for improvement with regards to your organisation’s absence management. We think most people will be surprised by the results. Take the acid test now (opens in a new window)!

Data

Do I have to enter my employee data again if I decide to buy?

Absolutely not! You have access to a fully working, backed-up system from Day One of your free trial. Once you have paid for the system it’s just business as usual.

 

Where is my data held?

Your data is held in our highly secure data centres in the United Kingdom. If you are a UK based company, rest assured that none of your data leaves the European Union so you will comply with data protection regulations.

 

How secure is my Data?

The security of your data is our number one priority. In the extremely unlikely event of a major problem we have a disaster recovery plan in place. We store the data in 2 physically separate data centres and we also have a reduntant server setup, which means we can switch our traffic to our backup server at a moment’s notice. Data backups run constantly. The backup includes all client data and documents and is stored in the UK.

 

How do I import my data?

It is very easy to import your employee data into Engage via a csv or xlsx file upload. Full instructions can be found at in the Engage Resource Centre.

 

Can I get my data out if I decide to leave?

Yes it is very simple to export your data from the system. Just email our support team and we can direct you through the process.

 

 

Contracts and payments

Can I upgrade or downgrade between packages?

Yes. If you start off on the FREE package but your team grows and you need to increase the capacity, just head to the billing section on Engage and upgrade your subscription. Or, if you’re on the Enterprise package but don’t actually have that many employees, again just amend your subscription. Your billing will be amended from the next billing date onwards.

 

What type of payments do you accept?

We currently accept card payments via Stripe. UK customers can also pay by direct debit via GoCardless.

 

How long is your contract term?

You are not tied into a long-term contract. You can cancel your subscription at any time and not be charged at the next billing date.

 

 

Using Engage: absence reports

What reports are available from Engage?

We have a report suite with 7 report packages that focus on different aspects of absence, e.g. causation trends and long term/short term breakdown; cost of absence; and overall absence level development across the company as well as by department, just to name a few.

 

What format can reports be exported in?

All our reports are available in PDF and XLS. We recommend using the PDF versions as they include pretty graphs but if you prefer drawing your own pie charts, you can knock your socks off with our plain data format.

 

Will I have access to live statistics?

Yes. All our reports and the Dashboard show live data.

 

 

Using Engage: customising settings and preferences

What options are available for triggers?

Triggers can be set based on:

1) Number of absence spells

2) Number of absence days

3) Length of the absence spell

4) Cause of absence

5) Inactivity (no updates to an open absence record)

6) Recurrence of same weekdays

 

Can I amend the triggers myself?

In current version of Engage, no. But we are working to make this available in future. In the meantime, please contact customer service if you have specific requests.

Can the absence registration forms be customised?

Yes. If you are the account administrator, you will have access to customise the registration forms under ‘preferences’ section in the Administration tab.

What task forms does Engage have?

Currently the automatic tasks include Return to Work interview; Absence Review meeting; Consider OH referral; and Outbound call.

 

 

Software as a Service

How do Cloud Systems work and how do they help me run my business better?

Cloud technology is great news for smaller companies. Rather than installing software on your server and on each user’s computer, cloud software enables you to access your systems online. Users simply access the system through a web browser.

Cloud technology is very easy to access – no installation, downloads or maintenance required. We run the IT so you don’t have to. Benefits for a smaller company are greatly reduced costs, flexible working and the elimination of additional software and hardware.