The ETCETERA® Platform

Uses and Application Examples

Using ETCETERA® I'm able to do my job better than ever before.

I'm happier, more productive and have the time to help in other areas of my department!

EXAMPLES OF DEPARTMENTAL SOLUTIONS

Accounting - Accounts Payable

  • Check Request
  • Request for Travel Advance
  • T&E Expense Report
  • Customer Refund Request
  • Returned Goods – Debit Memo Request
  • Request Change in Invoice Account Coding
  • Request for Expedited Payment
  • Request to Delay a Payment
  • Distributed Vendor Invoice Entry with Invoice
    Submission
  • Request for Vendor Invoice Copy
  • Request for Check Copy
  • Request for T&E Expense Report for
    Customer Reimbursed Expenses
  • Request for Vendor ID
  • Request Invoices for State Use Tax Audit
  • Request Invoices for External Auditors
  • Lost/stolen Credit Card Notification
  • Lost/stolen PCard Notification
  • Electronic Funds Transfer (EFT) Authorization
  • Request for a Domestic Wire Transfer
  • Request for an International Wire Transfer
  • W-9 Receipt Acknowledgement
  • W-8BEN Receipt Acknowledgement
  • Request for Lodging Exception
  • Mileage Log
  • Currency Conversion Calculator

Accounting - Payroll

  • Time Entry – Exempt Employee
  • Time Entry – Non Exempt Employee
  • Request for Vacation Time-Off
  • Request for Maternity/Paternity Leave
  • Request for Court Leave
  • Request for Leave Without Pay
  • Request for Military Leave
  • Request for Administrative Leave
  • Request for Sick Leave Pool Hours
  • Return to Work Status
  • Request for Attendance Summary
  • Request for Bereavement Leave
  • Request Copy of W-2
  • Request Copy of Pay Stub
  • Request Review of Pay Calculation
  • Departmental Payroll Voucher
  • Authorization to Work and Pay Differential
  • Shift Differential Pay Request and Authorization
  • Overtime Request and Authorization
  • Federal Withholding Change
  • State Withholding Change
  • Benefits Change
  • Beneficiary Change
  • Bonus Pay Authorization
  • Savings Payroll Deduction
  • Request for Self Pay Coverage
  • 401K Enrollment
  • 401K Change
  • US Savings Bond Payroll Authorization
  • Authorization for Direct Deposit
  • Flexible Spending Account Enrollment
  • Flexible Spending Account Waiver
  • Flexible Spending Claim
  • Authorize Release of Information
  • Check Cancellation and Replacement Request
  • Employee Change of Home Address
  • Tuition Assistance Reimbursement

Human Resources

  • Human Resources
  • I-9 Employment Eligibility Verification
  • W-4
  • W-2 Replacement Request
  • Application
  • Appreciation Recognition Authorization
  • Performance Review
  • Candidate Evaluation Form
  • Confidentiality Agreement
  • Code of Ethics
  • Use of Company Assets Acknowledgement
  • Counseling Record for Disciplinary Action
  • Discipline Warning
  • Disability Accommodation Request
  • Exit Interview
  • Employee Handbook Acknowledgement of Receipt
  • Checklist – New Employee
  • Checklist – Direct Hire Temporary Employee
  • Checklist – Transferring Employee
  • Family and Medical Leave Notice
  • Health and Safety Review
  • Hiring Process
  • Telephone Interview/Phone Screen
  • Interview - Required Information
  • Internal Job Application
  • Job Candidate Evaluation
  • Job Offer
  • Reference Check
  • Performance Development Plan
  • Personnel File Access Request
  • Progressive Discipline Warning
  • Request to Initiate Layoff
  • Shared Leave – Request to Donate
  • Shared Leave – Request to Receive
  • Request to Place Help Wanted Ad
  • Request to Hire Placement Agency
  • Incident Report
  • Termination Checklist

EXAMPLES OF SOLUTIONS SPANNING INDUSTRIES

Accounting/Finance

Administration

  • Board of Director Meetings
  • Corporate Records
  • Policies & Procedures
  • Legal
  • Mergers & Acquisitions

Credit and Collections

  • Credit Files
  • Credit Scoring and Authorization
  • Claims Management
  • Tax Exemption Management

Human Resources

  • Employee Records (See Detailed Example)
  • Performance Review
  • Employee Development Plans
  • Salary Change Request
  • Insurance
  • HR Surveys
  • HR Vendor Management
  • Incident/Accident Reporting
  • Workers Compensation Management
  • Awards & Recognitions
  • Tuition Reimbursement
  • Employee Training

Facilities Management

  • Equipment Maintenance
  • Request for Service
  • Work Order Management
  • Contractor Management
  • Request for Proposals

Information Technology

  • Move/Add/Change Work Order Management
  • IT Capital Requests
  • IT Training Programs
  • Help Desk
  • Information Security
  • Account and Access Management
  • Desktop Management
  • Project Management
  • Web Master – Content Management

Marketing

  • Marketing Requests
  • Trade Show Management
  • Advertising Management
  • Contractor Management
  • Program Management
  • Co-op Advertising Management
  • Price Protection

Purchasing/Materials Management

  • Purchase Requisitions
  • Vendor Approval Process
  • Contract Management
  • Purchase Management
  • RFP Management

Quality Assurance

  • Quality Control
  • Failure Testing
  • Quality Improvement Plans
  • Inspection Processes
  • Test Plans

Sales & Sales Support

  • Order Management
  • Sales Management
  • Proposal Reviews & Approvals

EXAMPLES OF SOLUTIONS FOR INDUSTRY SPECIFIC PROCESSES

Banking

  • Deposit Operations & Item Processing
  • Mortgages and Loans
  • Customer Records
  • Safety Deposit Box Management
  • Lockbox Operations
  • Trust Department
  • Compliance and Risk Management
  • Account Management & eSignature Cards

Communications

  • Order Processing
  • Work Order Management
  • Customer Files
  • Advertising/Sales/Contract Management
  • Warranty Services
  • Customer Support

Distribution

  • Billback Management / Debit Management
  • Price Protection Requests
  • Claims Management
  • Returns Management
  • Return Authorizations
  • Fleet Maintenance Records
  • Fleet Insurance Records
  • Driver Records

Engineering & Construction

  • Job File Management
  • Materials and Purchasing
  • Equipment Maintenance and Repair
  • Managing ECNs
  • Contract Management
  • Permit Management
  • Mobile Workforce Enablement
  • Site Inspections
  • Safety Management

Financial Services

  • Customer Files
  • Stock Transfer Authorizations
  • Asset Management
  • Portfolio Management
  • Real Estate Management
  • Affinity Program Dealer / Broker Management
  • Credit Markets and Money Markets
  • Municipal Securities Management

Government

  • Licensing, Permits and Registration
  • Agency Work Processes
  • Student Records Management
  • Customer Support
  • Birth, Marriage, Death Records
  • Work Orders
  • Maintenance Services
  • Vehicle/Fleet Management Records
  • Federal/State/Municipality Work Processes
  • Public Administration
  • Pension Management

Healthcare

  • Medical Records
  • Laboratory and Accessioning
  • Radiology Records
  • Pharmacy Records
  • Blood and Organ Data Management
  • Patient Financial Services
  • Communication (Patients, Payers, Others)
  • Credentialing
  • Transportation Management (In house)
  • Patient Registration/Intake
  • Free Care Management
  • Emergency Department
  • RAC Audits
  • Audit Preparation
  • PPD Management
  • Patient Surveys
  • Professional Development
  • Real Estate Management
  • Contributions Management

Insurance

  • Underwriting
  • Claims Management
  • Reinsurance
  • Agency/Broker Management
  • Policy Services

Life Sciences

  • Product Lifecycle
  • Chemistry/Bio Data Management
  • Clinical Investigators
  • Clinical Trials / Subject Enrollment
  • Patient Data

Manufacturing

  • Product Development / Engineering
  • Engineering Change Notice
  • Materials Requirements
  • Supply Chain
  • Production Management
  • Quality Control
  • Equipment Maintenance
  • Managing RFQs
  • Warranty
  • Safety Programs
  • Equipment Maintenance
  • Waste Disposal

Not-for-Profit

  • Membership
  • Grant Management
  • Donor Management
  • Client Record Management

Professional Services

  • Client Services Management
  • Project Management
  • Contract Management
  • Order Management

Retail

  • Chargeback Management
  • Contract Management
  • Real Estate Management
  • Advertising Management
  • Merchandising

Tourism, Hospitality & Leisure

  • Tour Management
  • Sales & Marketing
  • Contract Management

Transportation

  • Fleet Maintenance/Management
  • Fleet Insurance Management
  • Driver Records Management
  • Delivery Services/Signature Capture