WORKFORCE. TLM Release Notes

Transcription

1 WORKFORCE TLM Release Notes August 2017

2 Leave of Absence: Multiple Leave of Absence Cases Users can now have multiple Leave of Absence (LOA) cases open at one time for an employee. The Leave Entries associated with the same Leave Category across all cases will deduct from the same Leave Category Entitlement Balance. Within the Create Time Entry, Use Available Time Off, and Use Available Time Off With Percentage rules in a Leave Of Absence Profile under Company Settings > Profiles/Policies > Leave of Absence, an option for If Time Off Already Exists for the Day is available. Selections for Skip Day, Add Difference, and Add All are in the dropdown list for this option. These selections function as follows: Skip Day This will skip the day if a Time Off entry already exists. Add Difference If hours are available in the LOA balance, this will add the hours needed to cover the difference between the amount of Time Off hours that already exist and the hours needed to cover the full day. If the Leave Entries are populated from the Leave case multiple various times, the system will add hours to the day until the hours for the day meet the hours in the employee's Standard Work Day. Add All This will add all hours for the day, regardless of any existing Time Off entries. Leave of Absence entries can be added to a Timesheet from within the LOA case under My Employees > Employee Leave Maintenance > Cases, on the Time tab. Users should choose the appropriate Schedule Type, Type of Time, enter the hours for Custom, and click on the Generate Leave Entries button. Finally, click on Save and then Populate Timesheet. NOTE: While it is possible to have two Create Time Entry rules within LOA Profiles, the 2 nd rule will always be ignored when the 1 st rule is applied. If the 1 st Create Time Entry rule is set to Skip Day, and the subsequent rules are not set to Skip Day, the 1st rule after the rule set to Skip Day will be applied. When a Create Time Entry rule is set to Add All, it will take priority over any other rules. When selecting Add All, if it is specified within the 1 st Create Time Entry rule, no other rules will be applied. It is highly recommended that a rule set to Add All should be at the end of the list of all rules if there are any rules set to Skip Day or Add Difference in the profile. Also, rules set to Skip Day should be placed first in the order of rules, followed by those set to Add Difference.

3 Time Off Planning The following enhancements have been added for Time Off Planning. Time Off Request Override for Mobile Within the web application, managers who manage their own time and have the ability to override their own Time Off Requests when there are no available time off slots, will now have the same option within the Mobile App. Display of Standard Total Hours in Timeline View The tool-tip in the timeline display of Time Off Planning Calendars will now display Standard Total Hours for a schedule. Because standard total hours for the schedule may differ from the scheduled time (being lower), this information will give the requester more complete information as to why an employee show as working/nonworking on the calendar. 1

4 Timesheet Profiles: New Settings Added for Default Cost Center Preference A new On IN Punch Prefer Default Cost Center setting has been added to the Punch Collection Settings section of the Punch Settings widget of Timesheet Profiles under Company Settings > Profiles/Policies > Timesheets. This setting, when checked, will substitute employee default cost centers over scheduled cost centers that are assigned to a punch as a result of schedules containing a non-default cost center. This setting will override enabled/checked settings for On IN Punch Copy Previous Cost Centers and On IN Punch Use Scheduled Shift Cost Centers. In a scenario where employees are scheduled in a parent cost center but their default cost center is from one of the child cost centers under that parent, the employees may not be paid correctly. Or an employee may be scheduled into a cost center representing the location in which the employee needs to work, but the default cost center should be used to calculate pay. Another new setting with this type of functionality has been added in the Start/End Time Entry Settings widget of Timesheet Profiles. The Prefer Default Cost Center setting will perform the same type of substitution of default cost centers over assigned scheduled cost centers. This setting will override scheduled cost centers for time entries. These two settings should be used together when overriding default cost centers. If employees do not have a default cost center, any scheduled cost centers will be used, regardless of these settings being enabled. 2

5 Timesheet Profiles: New Settings Added for In Punch and Lunch Punch WFR-8272: Within a Timesheet Profiles, new settings have been added to support timesheet population with full work dates that reflect the start/stop times of schedules, including lunch, so the in and out times on the timesheet will match the schedule length. New Total Scheduled Time and Extend To Scheduled Lunch settings have been added within the options for Populate Full Work Date on First Punch With area of the Punch Collection Settings section of the Punch Settings widget of Timesheet Profiles under Company Settings > Profiles/Policies > Timesheets. Total Scheduled Time This setting will populate the total scheduled time upon the first in punch without including scheduled lunches. Extend to Scheduled Lunch This setting works in conjunction with the Total Scheduled Time setting, and when checked, will populate the total scheduled time upon the first in punch including the scheduled lunches. These settings will work for all schedule types, shifts and will cross day divides. Additionally, the Scheduled Hours setting was renamed to Standard Total Hours to better reflect where these hours originate. The functionality of this setting has not changed. NOTE: This setting cannot be used with the new settings described above. You must select either Total Scheduled Time, and optionally Extend To Scheduled Lunch, or Standard Total Hours. 3

6 Timesheet Profiles & Mobile: New Check Distance Rule Added WFR-24493: A new Check Distance timesheet rule has been added to Timesheet Profiles under Company Settings > Profiles/Policies > Timesheets. This rule works exclusively with the Mobile App and can be set to check distances for In or Out punches in miles or kilometers from the company address, default cost center or working cost center. This rule will override any mobile preferences settings within a user s security profile. Timesheets: Time Off for Consecutive Work Days Rule Over Multiple Timesheets WFR-22700: A new checkbox, Ignore Timesheet Divide, has been added within the Time Off for Consecutive Work Days Timesheet Rule under Company Settings > Profiles/Policies > Timesheets > View/Edit Rules. When the checkbox is enabled, and the rule is triggered upon either Submit or Approve of a timesheet with the corresponding Timesheet Profile assigned, the system looks at the timesheet being submitted/approved as well as across Timesheets in the past or future when verifying the number of Consecutive Work Days. The checkbox is not enabled by default for new rule instances or existing instances of the rule. When the checkbox is enabled and the rule instance is saved, Ignoring Timesheet Divide text appears on the rule configuration summary in the list of the Timesheet Profile Rules. 4

7 If Time Off exists on the first scheduled day of the Timesheet, the system analyzes the employee's work schedule from 182 days in the past, and loads as many additional scheduled days with Time Entries for the past period prior to the beginning of Timesheet being submitted/approved as is specified in the If Time Off Occurs For [xxx] Or More Consecutive Work Days field of the rule. If Time Off exists on the last scheduled day of Timesheet, the system analyzes the employee's work schedule for 182 days in the future and loads as many additional scheduled days with Time Entries for the future period after the end of Timesheet being submitted/approved as is specified in the If Time Off Occurs For [xxx] Or More Consecutive Work Days field of the rule. The original logic of the rule is then applied to the Time Entry set. 5

8 Resolved Issues The following issues have been resolved with this release. Edit Column Padding Could Not be Space/Blank Existing characters can now be removed by deleting the characters and saving the settings for the column in a Custom CSV export with the Padding setting set to Yes under Company Settings > Time & Labor Setup > Export > Payroll Export Formats. Error Accessing Pay Calculations Profiles Users can now successfully access the Pay Calculations profiles from Company Settings > Profiles/Policies > Pay Calculations and from the within the Timesheet using Info > Pay Calculations without any Difficulty retrieving data, please try again later errors. All Punches Location Icon and Apostrophe in Names Users with an apostrophe in their names now display on the map properly within the Location icon in the All Punches report under My Reports > System > System Utilities > All Punches. Punch Time not in Locale of Company The Punch Time column in the Unprocessed Punches and All (Time) Punches reports under My Reports > System > System Utilities will now display in the Company Locale format instead of defaulting to only US locales. Font Size of the Time/Clock The login/.clock screen has a default size for the time that cannot be changed. The option to change Clock Size is no longer available in the Web Clock widget under Company Settings > Global Setup > Company Setup. Incorrect French Translations Several labels within the system breadcrumbs and menu items listed below have been updated and now reflect the correct French translations. In addition, missing apostrophes have been updated. My Account My Employees Manage Time My Reports Company Settings, and System Data Exports > Data Exports under Company Settings Mobile App My To Do Items - Approve/Reject Buttons 6

9 When approving a To Do item(s) from the Mobile App, the Approve and Reject buttons are now consistently visible and available for selection when applicable. Locale in Exported Reports Report Title, Group By, Date and Time labels are now displayed in the appropriate Company Locale for all types of Exports. Detailed Calculated Time Report Views When multiple versions of the Pay Calculations 2.0 Detailed Calculated Time report under My Reports > Time & Labor > Calculated Time > Detailed Calculated Time are created and saved with a specific view such as View Counters or View Time Entries, the views are now displayed as they were saved when navigating from one report to another. Timesheet Profile: Display Cost Centers Only If Not Employee Default Moving forward, the Default Cost Center is not displayed if the Only If Not Employee Default option is selected for Display Cost Centers within the Calculated Tabs section of the assigned Timesheet Profile under Company Settings > Profiles/Policies > Timesheets. 7