html5 – GENERAL RELEASE 27.47
HR Features - Add in Grievance Sub-Men
Found in: Personnel / HR Information / Grievances
User can add new records with Date, Type, Complements and a Comment.
Type is configured under Config / Setup / Additional Tables
The user has the ability to add Attachments.
HR Features - Central Attachments Screen
Found in: Personnel / HR Information / Attachments
Attachment menu added as a central location to view any documents that have been uploaded for the selected employee.
Reports - Add Checkbox under Attendance Analysis Report
Found in: Reports / Admin Reports / Attendance Analysis Report
Add checkbox under "Options" to "Exclude AC listed below".
This field will cause the report to show staff who DO NOT have any of the listed AC in the chart below (therefore, showing perfect attendance).
Add User Notes into Daily Schedule Unfilled Shifts Report
Found in: Reports / Schedule Reports / Unfilled Shifts Reports
Notes has been added as a selectable column under Include. Notes will show any manual notes entered on the daily schedule.
Reports - Daily 1on1 Report – Departments
Found in: Reports / Admin Reports / We Check Report
Reports - Daily 1on1 Report - Department by Date
Found in: Reports / Admin Reports / We Check Report
Similar to Daily 1on1 Report – Departments but information is displayed by date.
Reports - Add Day Codes to HR Combo Report
Found in: Reports / HR Reports / Yearly Attendance
A new checkbox option Display DayCodes has been added to the Yearly attendance report.
Employee Profile - Inactive Employee - Active TSR Validation
Found in: Personnel
If the employee is currently part of an active TSR, the system now provides a warning that the employee cannot be made inactive. The warning provides the TSR number for the user to review.
Time Off Requests Report
Found in: HR Reports / Time Off Request Report
The user can now sort the Time Off Request report by Supervisor. There will be a blank Supervisor for employees not assigned to a Supervisor.
The Supervisors First Name and Last Name fields are used to identify the Supervisor on the report.
Mass Messaging Monitor - Ability to Override a Declined Shift
Found in: Schedules / Mass Messaging Monitor
Schedulers cannot override a declined shift and award the unfilled shift to an employee through the Mass Messaging Monitor. Note: the monitor will continue to show the shift as declined for auditing purposes.
OESA Time Off Request - Based on Active Schedule or Master Line
Found in: Requests / Time off Requests
When submitting OESA TOR request. The system will now use what is on the Active schedule to determine if a date should be paid or unpaid if the request period is within the employee's Update Period.
The Master Line does not influence any dates before the Last Update date.
Master Line is only used for Future Master Schedules to determine Paid and Unpaid dates.
Reports - Time Export to Excel - Add Summary Option
Found in: Reports / Time and Attendance / Time Export to Excel Report
There is now the Summary Only and Employee Totals checkboxes on the report settings.
The two options summarize the hours based on groupings, just like the Time Earnings Report.
Reports - New Detailed Audit Log Report Required
Found in: Reports / Admin Reports / Audit Report
The Audit report can now display a list of changes made to the configuration menus.
Time Card - Approve Day AFTER User Saves Manual Changes
Found in: Time Card / Hours
When the user makes edits to the hours. The user can click on Reviewed or Approve to also save the changes at the same time.
While the date is Reviewed. The user can edit the hours values. But they cannot save. They also cannot Unreview the date while they have pending edits.
The Review/Approve and Save only applies to the Hours grid. It does not Save any changes made to the Attendance or Punches grids.
The user can add Attendance Codes through the Review/Approve if they have the AC mapped to a column, and add hours through that column.
Master Lines - Add Checkbox to "Hide Expired Lines"
Found in: Schedules / Master Lines
There is a new checkbox for Hide Expired Lines.
Turning on this option will hide all Master Lines that have an expiry date in the past. If the expiry date is still in the future or if it is blank, the Master Line will continue to appear.
Adding New Shift. Default Values
Found in: Schedules / Master & Active
When adding a new shift on the Master or Active the Facility is no longer auto populated if the field is not a Required field. If the Facility is set as a Required Complement, then the field will automatically populate with employee's Home Facility.
Develop a method to handle the PWE premium paid on ALL PAID HOURS
Holiday Calc and Calculation Rule menu now support Provincial Wage Enhancement (PWE).
Reports - New Employee Turnover Report Users
Found in: Reports / HR Reports / HR Turnover Report
New Employee Turnover report
HR Report - Employee Grievance
Found in: Reports / HR Reports / Employee Grievance
New report added to report on information in Grievance Sub-Menu:
Reports - Seniority Report Missing Cell Phone Field
Found in: Reports / HR / Seniority Report
Cell Phone has been added as an option Employee Field in the Seniority Report.
Reports - Audit Report that include Schedule History
Found in: Reports / Admin / Audit Report
Added schedule audit options to the Audit Report
Reports - New Hire Date Filter in Employee Detail Report
Found in: Reports / HR Reports / Employee Detail Report
The Employee Detail Report can now be filtered by date range based on Birth Date, Hire Date or Seniority Date.
Holiday Calculation - Grouping by Worked Unit Required
Found in: Payroll / Holiday Calculation / Calculation Rules
In the Holiday Calculation there is a new option - Break by Worked Complement.
WHAT WE HAVE COMPLETED
• Wizard - Warning - No Eligible Employees Found
• Remove alternate colors for some grids
• Add New Employee - Pre-populated Fields
• Block Booking Screen - Refresh and Call In Mode
• Schedule Changed Warning - Block Booking
• Schedule Changed Warning - Wizard
• Refreshing of Employee list on leaving Time Card
• Mass Messaging - Invalid Response Verbiage
• Reports - Daily 1 on 1 - Department by Date
• Active Schedule Requirement screen - Grouping
• Daily Schedule - Add in additional Grouping Complements
• Time Bank Liability report not respecting Date of Hire when run
• Mass Messaging - default the Personnel Notifications to "No Messaging"
• Duplicate AC's allowed to be written to the Time Card / Schedule
• Time Card Exceptions - Time Card not refreshing
• Time Off Request by Week Only Shows Unscheduled Dates
• Global - Time Bank Configuration Report - Missing Liability Selection
• Add the Probation Expiration Date field from Personnel to the Employee Detail Report