April 2017 Summary of Release Notes

Release Information

Release Dates

  • EU Server – April 10, 2017 at 6:00pm ET
  • POD3 Server – April 12, 2017 at 11:30pm ET to 4:00am ET
  • AU Server – April 19, 2017 at 12:00pm ET
  • POD2 Server – April 20, 2017 at 11:30pm ET to 4:00am ET

Browser Support

We support the following browsers and versions:

  • IE: Versions 9, 10, and 11
  • Chrome/Firefox/Safari: Current versions
  • Mobile: We have limited support for mobile platforms using the browsers listed above. 

Enhancements

A summary list of the enhancements for the next system release is listed below. An in-depth explanation of these descriptions is available in the regular detailed release notes.

TLM Enhancements

The following enhancements have been added to this release.

Accruals: Termination Settings Added to Benefit Accruals Profiles

WFR-29211: A new Employee Termination Settings widget has been added to Benefit Accruals profile rules under Company Settings > Profiles/Policies > Benefit Accruals. The widget will be disabled by default, but when enabled will present users with payout options for terminated employees.

Attestation: On Submit Rule for Unanswered Attestation To Do's (InTouch)

WFR-29334: For users who utilize Attestation and the InTouch clocks, a new On Submit Timesheet Rule can be used to Check for Unanswered Attestation Prompts.

Employee Information: Work Schedule Offset Column Added

WFR-15229: A new Work Schedule Offset column is now available to be added to employee accounts under My Employees > Employee Information. The column is available under the Select Columns link and is labeled, Employee: Work Schedule Offset.

ESS: Employee Point Widget Added

WFR-2905: The Points widget that has been available under My Employees > Employee Information, is now available for employees to add their profiles in Employee Self Service, under My Account > My Profile. When added, employees can view their point balances.

Pay Calculations 1.0: Exception Checking for ‘Add Flat Pay Per Day On Expression’ Rule

WFR-29117: For companies with Pay Calculations 1.0, the Check Exceptions settings have been added to the Add Extra Flat Pay Per Day Based on Expression Pay Calculations rule under Company Settings > Profiles/Policies > Pay Calculations. When the rule is configured to Check Exceptions, it will apply or not apply each exception based upon the criteria specified.

Pay Calculations 2.0: New Recalculation Setting Added to Global Setup

WFR-30285: A new Recalc On Pay Calculation Profile Change setting has been added to the system and is available under Company Settings > Global Setup > Company Setup, on the Global Policies tab, in the Account Policies widget. This setting will be unchecked by default, but when checked, will automatically apply effective-dated Pay Calculations Profiles set in various areas of the system.

Pay Calculations 2.0: Multiple Meal Deduct for Deduct Lunch Rule

WFR-29143: For companies with Pay Calculations 2.0, the Check Time Between HH – HH From Start Of Workday option is now available in Conditions within the Deduct Lunch v3 rule under Company Settings > Profiles/Policies > Pay Calculations. This option can be configured for the Only If Employee Did Not Punch Out For Lunch or Only If Employee Did Punch Out For Lunch settings so that the system will check within the specified timeframe if the employee did or did not punch out for lunch to identify multiple lunch deductions. The multiple lunches will be deducted per the setup of the Deduct Lunch v3 rule conditions. 

Pay Calculations 2.0: Rounding Rules Grouped for Consistency

WFR-33531: In order to provide a more consistent user experience, several rounding rules affecting breaks and lunches that were previously grouped in the Breaks And Lunch category within the Pay Calculations rules lookup window, have been moved and grouped within the Grace And Rounding category. The affected rules are:

  • Flexible Rounding Of Total Time For Lunch Or Breaks
  • Round Total Time For Lunch Or Breaks
  • Adjust Lunch In/Out Based On Schedule 

Pay Calculations 2.0: Split Mode for Hours Worked On Holiday (Specific Hours) Rule

WFR-14910: Within the Hours Worked On Holiday (Specific Hours) Pay Calculations rule, for Pay Calculations 2.0 companies, users can now select if the hours worked over the parameters set for the holiday should be applied to the timesheet calculated total hours, or raw total hours. A new Compare With Actual setting has been added to the rule, containing a drop-down with the options of Calc Total or Raw Total.

Pay Calculations 2.0: New Settings Added to Calculate Time Off Dynamic Duration Rule

WFR-26286: For Pay Calculations 2.0 companies, a section of settings has been added to the Calculate Time Off Dynamic Duration rule under Company Settings > Profiles/Policies > Pay Calculations in the Time Off category.

The new Set Start And End Time For Bulk Time Offs setting, when checked, will enable multiple settings that will allow for the calculation of premium pay for bulk time off entries The new settings calculate Start and End times for bulk time off entries, so that if you also have a Shift Premium rule that is set to pay premiums during a certain part of the day, and you need to ensure that premium pay is given to time off entries, premiums can be applied without having to manually change the bulk time off entries to start/stop time offs.

Pay Calculations 2.0: New Rule to Calculate Start/End Time for Bulk Time Offs

WFR-7621: For Pay Calculations 2.0 companies, a new Set Start And End Time For Bulk Time Offs Pay Calculations rule, in the Time Off category, has been added that will allow for the calculation of premium pay for bulk time off entries where the start and end times are not defined. Filters are available to exclude certain types of time.

By calculating Start and End times for bulk time off entries, if you also have a Shift Premium rule that is set to pay premiums during a certain part of the day, and you need to ensure that premium pay is given to time off entries, this new rule can help ensure that those entries receive premium pay without manual intervention.

Pay Prep Profiles: Ability to Effective Date Profiles

WFR-29208: It will now be possible to add effective dating to Pay Prep Profiles to multiple areas within the system where Pay Prep Profiles can be entered. An employee can have multiple pay prep profiles that are active at different points in time. Employee Pay Prep Profiles and its effective date can be imported, and updated via the REST API. When running the Pay Prep, data is only included for an employee for a specific pay period / pay prep combination if the profile was active for the employee at that time. 

Pay Prep Profiles: New Pro-Rated Base Hours Record Added

WFR-31581: A new Pro-Rated Base Hours record has been added to the Base Hours category of Initial Records in the in Pay Prep Profiles under Company Settings > Profiles/Policies > Pay Prep. The new record will allow companies to define what constitutes base hours. Options are Day, Week, or Pay Period, and then pro-rate those hours according to employee Started Date, Hired Date, Re-Hired Date, or Seniority Date.

Payroll Export: UK National Insurance Number

WFR-27938: The UK National Insurance Number will now be an available field within Payroll Export files. This is available for all companies with United Kingdom enabled in the Company Configuration widget under Company Settings > Global Setup > Company Setup, and will be included in all supported payroll export formats. 

Reports: Rejected Status Added to Approve Time Entries and All Time Entries Reports

WFR-31434: A Reject button has been added to the Approve Time Entries and All Time Entries reports under Manage Time > Manage Timesheets, which will allow approvers/managers to reject specific time entries within employee timesheets.

Reports: Updates Made to Time Entries Audit Report

WFR-31414: The Time Entries audit report under My Reports > System > Audit Trail > TA > Time Entries, has been updated to include the new Reject status, as described in WFR-31434. Additionally, the text shown in these columns will now reflect the actual names of the statuses rather than numerical values. The change from a numeric value to a named status should have no impact to current integrations.

Reports: Weekly Schedule Column Added - Total Sch. Time * EE Rate

WFR-30813: The Total Sch. Time * EE Rate column in the Weekly Schedule report under Manage Time > Scheduling > Weekly Schedule, previously based only upon the employee’s Base Compensation rate, will now consider match criteria for different rates configured within a personal rate table. For example, if employees receive different rates based upon what cost center they are scheduled in, the rate for the Total Sch. Time * EE Rate will be the correct rate based upon the appropriate cost center.

Schedules: Total Schedule Time Column Added to Weekly Schedule Report

WFR-30816: When the column for Total Scheduled Time was added to the Weekly Schedule report under Manage Time > Scheduling > Weekly Schedule, if the data was grouped by the Scheduled Cost Centers, a duplicated total displayed at the bottom of the page which still reflected the total for each employee for the entire week. Moving forward, if the data is grouped by Scheduled Cost Centers (or some other variable), the Total Scheduled Time will reflect the employee’s total for each section.

Schedules: Show Cost Centers in My Schedule Views

WFR-8257: Scheduled Cost Centers assigned to Schedules can now be viewed by employees in the Mobile app, as well as the web application views. In the Mobile App, this is done by using the My Schedule button in the app. After clicking the row with the scheduled day, a pop-up will display, showing the schedule information and cost center(s).

Timesheets: Default Cost Centers for Extra Pay Tabs

WFR-19538: Previously, when a Default Cost Center and/or Shift Premium was applied within an employee’s account in Employee Information, those values were not applied as default to an entry in the Extra Pay & Counter Adjustment tab in timesheets. This affected only Pay Calculations 2.0 companies. Moving forward, those default values will now display in the tab if those values have been enabled in the Extra Pay & Counter Adjustment widget within the Timesheet Profile.

Additionally, for the Counters import only, the SET operation will now support the application of default cost centers and shift premiums to counter values imported.

Timesheets: Summary By Day Tab

WFR-8525: The Summary By Day tab, under Manage Time > Manage Timesheets, has been updated so that weekly totals will be based on the First Weekday setting within the Extra Settings widget of the Timesheet Profile. Previously, the totals were calculated solely from the First Weekday setting within the Company Configuration widget of Company Setup. This did not allow for situations where companies had pay periods within the pay cycle where one of the periods was set to begin on a different day of the week from the company start date.

Timesheets: Link to Schedules on Start/End (All Days) Timesheets

WFR-30180: With the appropriate settings configured, the Start/End (All Days) timesheets will now have a link to edit the day's schedule when no schedule exists on that day. Within the Timesheet Profile under Company Settings > Profiles/Policies > Timesheets, the Show Schedules option should be enabled in the Time Allocation section within the Extra Settings widget.

Timesheet Profiles: Time Off Validation Rule Added

WFR-20611: A new Time Off Validation rule has been added for Timesheet Profiles, under Company Settings > Profiles/Policies > Timesheets, and is available in the On Approval and On Save categories.

If the rule is added to the On Approval category, the validation will occur when a manager approves the timesheet. The rule also allows all Time Off Categories to be included, or you can define a list to only include certain Time Off Categories. 

If the rule is added to the On Save category, the validation will occur each time the timesheet is saved. The rule also allows all Time Off Categories to be included, or you can define a list to only include certain Time Off Categories. The On Save rule contains an additional setting that will include a setting allowing employees to be included, so if employees enter their own time, they will also receive the validation and possible warning/error messages. 

The rules allow validation for time offs when a user enters a time off within a timesheet. The validation will consider the settings defined within the Time Off Request Profile assigned within the Timesheet Profile. The rule can be set to a Warning or Error, and a default message will display when the validation has determined that the request is not valid. The rule also allows the validation for managers of various levels, and will default to all levels.

 

Time Off Planning

New Time Off Planning functionality is now available within the system to help companies manage and control time off requested by employees. The functionality provides the capability to determine the maximum number of employees who can have time off for a given time period. For example, your business may have a rule that determines that only X number of people in a team can have vacation in a normal working week, but X -2 in December. This maximum number of people is a limit known as available time off “slots”.

With this release, we are providing a subset of the functionality that will be delivered over time. We have therefore identified the relevant menu options as “Beta”, so that you are aware that there may be limitations currently.

Time Off Planning: Profiles

WFR-31332 & WFR-28827: A new profile for Time Off Planning has been added under Company Settings > Profiles/Policies > Time Off Planning. Once the basic profile is created, rules can then be added. 

Time Off Planning: Profile Rules

WFR-32427, WFR-28795, WFR-32643, WFR-32424: Within Time Off Planning Profiles, one or more rules can be added that will define how many slots are available, what type of time is included or excluded from the rule, and warning or error messages that can be added to help the user know if the requested time is available. Note that slot validation is applied in the web application, the mobile app and on InTouch devices. The rule(s) can be configured for one specific type of time off, or grouped to include multiple types of time offs. Multiple rules are allowed.

Time Off Planning: Calendars

WFR-28800, WFR-28797, WFR-28991: A new Time Off Policies widget has been added at the company level to support the new calendar view functionality. This widget is located under Company Settings > Global Setup > Company Setup and can be added to any of the tabs in Company Setup by clicking the Edit Tabs link/icon. This widget contains the option to globally enable the use of Time Off Planning calendars, company-wide, for Time Off Requests. Once enabled here, the calendar will be available for every user and employee. 

Time Off Planning: Import Templates

WFR-32335: The following imports have been updated to support the importing of Time Off Planning profiles:

  • Employees
  • Employees (XLSX)
  • Employees (XML)
  • Company Settings

 

Time Off Planning: Columns for Reports

WFR-32363: Columns for Employee: Current Time Off Planning Profile (Effective) and Employee: Time Off Planning Profile (Effective Date From) can now be added via Select Columns to many reports within the system that access employee information, including the My Employees report under My Employees > Employee Information.

Timesheets: First Weekday on Print Preview

WFR-8299: The First Weekday setting in the Timesheet Profile under Company Settings > Profiles/Policies > Timesheets, in the Extra Settings widget, now drives the First Weekday that shows on the Summary by Day tab and the Print Preview of the timesheets under Manage Time > Manage Timesheets in the Edit Timesheet and in Utilities > Print, then Print Preview.

Workflows: Create Time Entry Step Added to Time Off Request Workflow

WFR-20449: A new Create Time Entry step has been added to the Time Off Request workflow that will allow for the deletion of existing worked time entries and existing time off entries.

 


 

HR Enhancements

The following enhancements have been added to this release.

NOTE: For additional details on these enhancements, please see the individual HR Release Notes for this release (April, 2017).

Performance Management Now a Separate Module

WFR-30080: All performance functionality within the HR module has been moved and is now a separate module named Performance Management Module. Performance Management is enabled at the company level within the Available Functionality widget. Once enabled, the supporting menu options will become available within the application. This is done by navigating to Maintenance > Companies > All System Companies, then clicking the Edit Company icon, and then locating the Available Functionality widget and checking Performance Management Module, then saving.

Performance Management: Performance Development Feature

WFR-4259: A new feature, Performance Development, is now available under My Employees > Employee HR Maintenance > Performance Development. Users can utilize this feature to capture feedback and track progress on employees’ Performance and, more specifically, Goals. Options to Assign Company Goal and Assign Personal Goal allow users to assign company and/or personal goals to employees.

Benefit Plans: Hide Custom Benefit Fields

WFR-5472: A new visibility setting, Hide From Employee, is now available within the Custom Field Settings widget for Benefit Plans under Company Settings > Profiles/Policies > Benefits > Plans > Edit Plan. This setting controls the visibility for the specified Custom Field. When Hide From Employee is checked, the Custom Field will be hidden from view for employees during Open Enrollment, New Hire Enrollment, and Life Events. This field will then be available for a manager or an admin to populate on behalf of the employee.

Benefit Plans: Override Benefit Effective Date

WFR-29474: A new option, Override Benefit Effective Date, is now available within Benefit Plans under Company Settings > Profiles/Policies > Benefits > Plans. When enabled, this option allows for the deduction of the plan premium to occur before a benefit Effective From date that is in the future.

Checklists: Security Requirements to Complete Checklist Items

WFR-20655: Security for HR Checklists has been updated. When a user is assigned to complete a checklist item and does not have group permissions to view the employee to whom the checklist is assigned, the user can now open the account checklist and complete the item with limited access. The assignee will be able to view checklist items to be completed by him/her, by another user, or by employees the user does have group permissions to view.

Forms: EEO Electronic File

WFR-27977: Users now have an Electronic File option for the EEO-1 form under My Employees > Forms > EEO-1.  The EEO-1 Electronic File generates the file per the EEO-1 Data File Specifications (CSV/TXT).

Forms: 2017 EEO Form Updates

WFR-24612: To ensure compliance with the new laws/rules and regulations allowing for multiple forms to be completed and provided to the EEOC in one file, the functionality for the EEO-1 Forms under My Employees > Forms > EEO-1 has been updated. The options on the EEO-1 screen now include Add Component 1 and Add Component 1 & 2, as well as Electronic File.

HR Actions: Manual Edits Outside of HR Action

WFR-17562: When an HR Action was initiated and sent to a user for action(s) to be performed, if a manual edit was made to an employee’s information that was related to that HR Action, after approving the HR Action, historically, the audit trail of the manual change was lost.

To address this situation, the HR Action Audit Report that is available from a To Do Item will contain a new message to inform users that a manual edit was made outside of the HR Action. The message states Manual changes were made after this HR action was initiated will display in the Current Value column.

HR Actions: Skills for HR Items

WFR-29539: For companies utilizing either HR only or both the HR and Scheduler modules, Skills is now available as an Action Item for My Employee Action Request types, including all Sub Types, of HR Actions under Company Settings > HR Setup > HR Actions.

Recruitment: Current Selection Added on Work Experience Tab

WFR-28399: A new selection, Current, is now available for selection in the To drop-down for the Job Title #1 within Work Experience under My Account > My Applicant Profile > My Profile, on the Work Experience tab for an applicant, or under Recruitment > Applicants > View Applicant, on the Work Experience widget. This selection can be used to indicate that the job is currently held by the applicant.

Recruitment: Resume Parsing and Populate From LinkedIn

WFR-31947: If data has already been parsed using the Resume Parsing functionality on the Resume tab of the Applicant Profile, and Populate From LinkedIn is subsequently chosen, a warning message displays explaining, This will delete all current information and return only the LinkedIn information. Please verify all information. Users can choose to either Continue or Cancel. If no information has been parsed from a resume, the information will automatically populate from LinkedIn.

If data has already been populated from LinkedIn, and then a user returns to the Applicant Profile and utilizes the Resume Parsing from the Choose File > Upload and Parse on the Resume tab, a similar message displays explaining, This action will delete all current information and return only the Resume information. Please verify all information. Users can choose to either Continue or Cancel.

Recruitment: Enhanced Resume Parsing

WFR-30933: Applicants can now create an Applicant profile using the Upload Resume option on the log in screen. A message displays informing the applicant that their profile will automatically be created upon uploading their resume.

The button labels on the log in screen for Applicants have been updated to provide clarity on the available options. Applicants can choose to Upload Resume, Create Profile, or Download Preferred Resume Format.

If an applicant chooses the Download Preferred Resume Format, a separate Word document with the preferred format for resumes will open.

Recruitment: Resume Search Including Internal Candidates

WFR-29789: Applicant resume text, including text for internal candidates, is now available in the results of the Resume Search within the Applicants report under Recruitment > Applicants. A tool tip is available that offers tips on searching the resume text.

WFR-29488: The Resume Search depends upon parsing of resume data, when the new functionality is initially available, the results displayed may be minimal. As a nightly task runs to migrate data from existing resumes, the Resume Search results will become more accurate.

 

 

Payroll Enhancements

The following enhancements have been added to this release.

NOTE: For additional details on these enhancements, please see the individual Payroll Release Notes for this release (April, 2017).

Earnings: Calculation for Piecework Earnings

WFR-20833: A new calculation method based on number of Pieces has been created for use with the Piecework rollup earning code. This calculation mirrors the existing calculation method for Hours, but is for Pieces.

Two earnings codes should be set up to accommodate the Piecework calculation. One should be set up for the number of Pieces using the Piecework rollup earning code. Another should be set up to calculate the rate and amount for the Pieces using the Regular rollup earning code with a formula. The code that is created from the Piecework rollup earning code should be specified for the Earnings within the formula.

Employee Self Service: Paycheck Simulator

WFR-20412: A new Paycheck Simulator feature is now available that provides employees with a scenario-based paycheck calculator, allowing them to change their Earnings, Deductions and Taxes to view the impact those variables will have on their Net Pay. This new functionality is enabled by default under Company Settings > Global Setup > Company Setup, on the Payroll tab, in the Paycheck Simulator widget.

Payroll Setup: Prorated Autopay Earnings

WFR-29034: A new menu option, Autopay Schedules, is now available under Company Settings > Payroll Setup > Autopay Schedules. This new feature allows users to create an autopay schedule defining the days of the week and hours per day that a salaried employee works during a regular pay period, which will be used to automatically calculate the prorated earnings for a salaried employee that is hired or terminated in the middle of a pay period.

Reports: Tip Credit Report

WFR-30408: A new report, Tip Credit Report, is now available under My Reports > Payroll > Tip Credit Report. This report includes the information needed to populate IRS Form 8846: Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips.

Withholding Forms: State Tax Withholding Forms for 2017

WFR-26409: The State Tax Withholding W4 Forms for 2017 are now available under My Account > My Forms > Withholding for the following states with changes for 2017: Arkansas, Arizona, California, Connecticut, Minnesota, Missouri, DC, Hawaii, Iowa, Maryland, Mississippi, New York (both the IT-2104-E and IT-2104 forms), Rhode Island, North Carolina (both the NC-4 and NC-4 EZ forms), and Maine.

Withholding Forms: Download PDF for W-4 State Withholding Forms to PDF

WFR-3853: A new option, Download PDF, is now available under My Employees > Forms > Withholding for the following state withholding forms: AL, AZ, AR, CA, CT, DC, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NJ, NY (IT-2104-E and IT-2104), NC (NC-4 and NC-4 EZ), OH, RI, VT, VA and WI.

Deductions: Deduction Types for Wage Withholding Orders

WFR-30778: The following additional deduction types are now available under Company Settings > Payroll Setup > Deduction Codes:

  1. Federal Levy
  2. State Levy
  3. Federal Student Loan
  4. State Student Loan

Deductions: Lien Subtype for Wage Withholding Deductions

WFR-30777: A new field, Lien Sub Type, has been added for Child Support, Bankruptcy, Federal Tax Levy, Federal Student Loan, State Tax Levy, State Student Loan, Creditor Garnishment, and Wage Assignment type deductions under Company Settings > Payroll Setup > Deduction Codes. Available Lien Sub Type values are Federal, State, Regular, Mandatory, or Private.

 

 

Scheduler Enhancements

The following enhancements have been added to this release.

IMPORTANT NOTE

The Scheduling Engine is live as of this system release - April 2017.

Effective with the December, 2016 release, Advanced Scheduler core concepts were changed across the product. To ensure your successful transition with the Workforce Ready Scheduler module new core concepts, we extended the timeframe in which you were required to fully implement these core concept changes to this release (April, 2017).

For additional information about the Scheduling Engine functionality, please refer to the Scheduler Module Scheduling Engine Guide which outlines the background, requirements and steps to use the scheduling engine. 

Skills

Skills must be assigned to each shift. Also, effective with this release (April, 2017), if the Convert Work Time Availability To Shifts rule is utilized under Scheduler > Schedule Settings, in the Shift Creation Rules widget, shifts will not be created for employees who do not have a Primary Skill defined.

 

Cost Centers

At least one Cost Center must be assigned to each shift. Also, effective with this release (April, 2017), if the Convert Work Time Availability To Shifts rule is utilized under Scheduler > Schedule Settings, in the Shift Creation Rules widget, shifts will not be created for employees who do not have a Home Scheduled Cost Center defined.

Effective with this release (April, 2017), any scheduled shift that does not have an associated Skill and Cost Center will result in a constraint violation.

  1. For additional information about these changes for Skills and Cost Centers, please refer to the Scheduler Module Core Concept Changes Guide which gives an overview and details of changes made in the product from the December, 2016 system release to present and contains step-by-step instructions to assist you in making sure your system is properly configured. 

Availability & Preferences

Due to the new requirements around skill and cost centers, this also affects the Convert Work Time Preferences to Shifts rule as established in Schedule Settings. For those using this rule, all employees who are scheduled in this manner must have a Primary Skill and a Home Scheduled Cost Center established as a part of their employee profile.

  1. For additional information about these changes and about availability/preference in general, please refer to the Scheduler Module Availability & Preferences Guide which targets the functionality surrounding Work Time Availability and Preferences as it relates to the new scheduling engine. Step-by-step instructions are included that cover the aspects and changes of this functionality.
  2. For those also using the TLM module, additional information about Work Time Availability can be found in the Scheduler Module Work Time Availability & TLM Guide which covers the Work Time Availability functionality as it relates to the Time & Labor Module sub-system.

Constraints

Prior to this release (April, 2017), employee related scheduling constraints were in two places, Scheduler Profiles and Schedule Settings. With this release, all employee related scheduling constraints have now been consolidated in the Scheduler Profiles only. Companies with existing constraints in Schedule Settings will still see their saved constraints, however the constraints must be rebuilt in the Scheduler Profiles for the system to properly recognize and measure them.

Example: There is a Maximum Hour per Week constraint set to 48 hours, previously built in Schedule Settings. With this release (April, 2017), the constraint must be rebuilt into the Scheduler Profiles so that it can be associated with each employee assigned to the profile.

NOTE: For additional details on the following enhancements, please see the individual Scheduler Release Notes for this release (April, 2017).

Imports: Is Primary (Skill) in Employee Skills Import

WFR-30316: Is Primary has been added as a column in the Employee Skills import template available under Company Settings > Imports > Overview in the Employee Setup category. This column can be used to designate an employee’s Primary Skill.

Imports: Is Home (Cost Center) in Scheduled Cost Centers Import

WFR-30317: Is Home has been added as a column in the Scheduled Cost Centers import template available under Company Settings > Imports > Overview in the Scheduler category. This column can be used to designate an employee’s Home Cost Center.

Imports: Managed Scheduled Cost Centers

WFR-31833: Users can now import data into the Managed Scheduled Cost Centers widget. A new import template, Managed Scheduled Cost Centers, is available under Company Settings > Imports > Overview. Users can import using this file under Company Settings > Imports > Employee Setup > Managed Scheduled Cost Centers.

Reports: Employee Points on Scheduled vs Actual Report

WFR-31775: New Points columns have been added to the Scheduled vs Actual Report under Manage Time > Scheduling > Scheduled vs Actual. These columns can be added via the Select Columns link.

  • There are available columns for each point category to add to the report.
  • There is an Account Points column that displays the accumulated points for the employee.
  • The Account Points Accumulated Up To displays the date the points accumulation total was last updated.

Schedules: Auto Assignment of Schedules

WFR-28471: The ability to auto assign schedules is now available under Scheduler > Schedules by selecting Assign Shifts. This option will consider the employee Constraints, Work Preferences, and Work Availability to ensure appropriate schedules are assigned to available employees.

Schedules: Employee Schedule Sync

WFR-26768: Employees can now sync their schedule with their personal calendar across major external calendar systems using an iCal format such as Outlook and Gmail. A new option, Sync Calendar, is now available from the employee's Schedule Graph under My Account > My Schedule.

When Sync Calendar is selected, a window will open that displays the Calendar Sync URL, which is unique to each employee. Users can right click the link, copy the link address, and paste it inside the selected calendar system (Google, Outlook, Apple iCal) using the Add by URL process within each system.

Schedules: Open Shifts Validated Against Constraints

WFR-26772: Open Shifts will now be processed through the Scheduling Engine to be checked against all constraints. Employee Self Service will now filter out unqualified shifts so that employees only see Open Shifts that they are qualified to work. Open Shifts they are qualified to work will meet the following parameters:

  • Cost Center match (employee and shift)
  • Skill match (employee and shift)
  • Availability parameters
  • Hourly constraints set through Scheduler Profiles

Schedules: Override Constraints Checkbox Removed

WFR-28464, WFR-28479: Due to the recent additions of constraint requirements, as well as introducing the ability to override specific constraints, the existing Override Constraints checkbox has been removed from the Edit Shift pop-up throughout the Scheduler module application.

Schedules: Override Constraints on Required Reports and Forms

WFR-28478: The Override Constraints option has been added to the following reports:

  • Scheduler > Schedule Templates
  • Scheduler > Schedule
  • Scheduler > Schedule > View by Employee
  • Scheduler > Schedule > View by Cost Center

This allows managers to override specific scheduling constraints for specific employees. Once an override is enabled for an employee, it applies everywhere in the schedule for that person. This operation can be done and these overrides will be honored prior to using the auto-assignment process, or if manual shift assignments are used.

Schedules: Redefine Employee Preferences

WFR-28564: Validations regarding the mandatory fields for Employee Preferences have been added to the system. Employee Preferences will work the same as Employee Availability, just saved as Preferences. Users will be able to not only add Employee Preferences for calendar independent days (As an Employee, I prefer to work Tuesdays between 12:00p and 8:00p), but for calendar dependent dates as well (As an Employee, on Tuesday, January 17, I prefer not to work).

Schedules: Schedulable Cost Center and Skill Required

WFR-28517: A Schedulable Cost Center and a Skill are both now required when creating a Shift. Only one Cost Center, from the Schedulable Cost Center tree, and one Skill is allowed per Shift. Without a Skill and Cost Center, a Shift cannot be created. This applies to all areas in the system where a Shift can be created, such as Workload Templates and the Edit Shift screen.

Schedules: Sync Schedule Changes in Real Time

WFR-29424: Changes made to a posted schedule will now be updated in real time without requiring users to un-post and re-post the entire schedule. When a change is made within a posted Schedule, the change will be reflected in the and in all appropriate areas in TLM automatically.

Schedules: Weekly Total Scheduled Hours Column in Schedules

WFR-30950: A new column, Weekly Sch. (Scheduled) Hours, has been added to the Schedules under Scheduler > Schedules in the View By Employee and View By Cost Center. For schedules that span multiple weeks, since the view of the schedule is one week at a time, managers can view Total Scheduled Hours for the entire schedule as well as Weekly Scheduled Hours for the given week they are reviewing.

WFR-30951: The row for Totals at the bottom of each Schedule under Scheduler > Schedules in the View By Employee and View By Cost Center will now represent the total value for the Weekly Scheduled Hours column as well as the total value for the Total Scheduled Hours column.

Schedule Settings: Employee Constraints in Schedule Settings Removed

WFR-28469: Employee specific constraints, previously available within Schedule Settings under Scheduler > Schedule Settings, have been removed and are now available within the Scheduler Profiles under Scheduler > Scheduler Profiles. The only constraints that can be configured in Schedule Settings will be Schedule specific constraints like Maximum Budget and Minimum Total Hours.

Schedule Settings: Work Time Preference Shift Creation Rule Defaults: Home Cost Center and Primary Skill

WFR-28641: The Shift Creation Rule, Convert Work Time Preferences To Shifts, under Scheduler > Schedule Settings, will now use the employees’ Home Scheduled Cost Center and Primary Skill as the defaults when creating Shift assignments. All employees who are scheduled using this rule must have these associations in place as a part of their profile under My Employees > Employee Information.

Scheduler Profiles: Employee Minimum Constraints

WFR-29036: Employee specific constraints, previously available within Schedule Settings, are now available within the Scheduler Profiles under Scheduler > Scheduler Profiles.

WFR-30234: The following Employee Constraints, previously available within Schedule Settings under Scheduler > Schedule Settings, are now available within the Scheduler Profiles under Scheduler > Scheduler Profiles.

  • Employee: Minimum Hours Between Days
  • Employee: Maximum Hours Between Days
  • Employee: Maximum Days Per Week
  • Employee: Daily Overtime Starts After
  • Employee: Weekly Overtime Starts After
  • Employee: Bi-Weekly Overtime Starts After
  • Employee: Minimum Hours Per Two Weeks

Security Profiles: Security Setting for Override Constraints

WFR-28477: The ability to Override Constraints can now be enabled or disabled as a security setting on the Modules tab of the Security Profiles under Company Settings > Profiles/Policies > Security.

Shifts: Termination Workflow to Remove Future Shifts

WFR-24809: Future scheduled shifts after the Termination Date will now be automatically removed from terminated employees. Once the shifts are removed from the terminated employee, they will become Open Shifts.

Users can configure a new notification, Scheduler Cleanup after Employee Termination, under Company Settings > Global Setup > Notifications to send an email when shifts are removed due to an employee termination.

Working Time Regulations: Employee Settings in WTR Profiles

WFR-29050: Advanced Scheduler constraints have been added to the Working Time Regulations Profiles under Company Settings > Profiles/Policies > Working Time Regulations. The constraints have been added with the updated configuration to maintain consistency across adding constraint settings for TLM and Advanced Scheduler. These include the new minimum hour constraints.

The new format for Working Time Regulations Profiles under Company Settings > Profiles/Policies > Working Time Regulations includes separate rules with configurable settings in each rule.

Working Time Regulations Profile: Updated Labels and Update of Overtime Fields

WFR-31259: Within the Working Time Regulations Profiles under Company Settings > Profiles/Policies > Working Time Regulations, the term Bi-Weekly has been updated and now displays as Biweekly. Previously, there was an Overtime flag that would create a pop-up to set Daily, Weekly, Biweekly overtime in one place. With this enhancement, Daily, Weekly, and Biweekly are now independent settings that can be configured separately.

Workload Templates: Lunch From/Lunch To Fields

WFR-26035: Workload Templates, under Company Settings > Scheduler Setup > Workload Templates, now include fields for a Lunch From and Lunch To time for each shift, Fixed or Floating. These new options allow users to establish lunch breaks for shifts, and when a lunch break is established in the Workload Template, it will automatically be reflected in the Schedule.

 

 

Cross Product Enhancements

The following enhancements have been added to this release.

NOTE: For additional details on the following enhancements, please see the individual Cross Product Release Notes for this release (April, 2017).

ACA: ACA Data Detailed Report Monthly Status Column

WFR-24998: A new column, Employee: Monthly Status, is now available for inclusion in the ACA Data Detailed report using Select Columns under My Reports > ACA (Affordable Care Act) > ACA Data Detailed. This column will display values of Active, Terminated, or NULL depending upon whether the employee is Active for any one day of the month.

ACA: AIR XML Format Updates for 2015 File

WFR-31111: The IRS recently updated the instructions for filing 2015 tax year reports in the 2017 processing year and our system has been updated accordingly. This applies to Correction, Replacement, and Original 2015 AIR XML files.

ACA: AIR XML Replacement File Interface

WFR-30760: The screens for the 2015 AIR XML Replacement file now display the same as the 2016 AIR XML Replacement file. The updated AIR Replacement file pop-up now appears, error messages appear for incorrect selections, and replacement files are generated with the provided Receipt ID. The interface for generating an AIR XML Replacement file is now the same across all years.

ACA: Is Corrected Column on Form 1095-Cs Report

WFR-22853: A new column, Is Corrected, is now available for inclusion on the 1095-Cs report under My Reports > ACA (Affordable Care Act) > Form 1095-Cs. This column can be used to identify the Form 1095-Cs that have been marked as corrected. Users can add the columns to the report by using the Select Columns link.

ACA: Columns Added to Form 1094-Cs Report

WFR-22854: To assist companies who may have more than one Form 1094-C in their EIN, three new columns have been added to the Form 1094-C report under My Reports > ACA (Affordable Care Act) > Form 1094-Cs. Users can add the columns to the report by using the Select Columns link. These new columns can assist users in quickly identifying the type of report, such as a corrected report, as well as other information. The new columns are:

  • Is Corrected – Will display Yes/No if the form has had the Corrected checkbox checked.
  • Authoritative Transmittal – Will display Yes/No if the form is or is not the authoritative transmittal for ALE members.
  • Line 18 Count – Will display the number entered in Line 18 of the form, which shows the total number of 1095-C forms to be submitted with the AIR transmittal.

ACA: Mass Clear Option for Form 1095-Cs

WFR-15760: A new option, Mass Clear, is now available for use with Form 1095-Cs under My Reports > ACA (Affordable Care Act) > Form 1095-Cs. Users can utilize this functionality to clear specific fields on the selected un-finalized Form 1095-Cs.

ACA Profiles: Break In Service Configuration Settings Grouped

WFR-29987: Within ACA Profiles, the Break In Service Configuration settings that are under the Non-Variable Hours Employee section have been moved to their own section of the ACA Profile. Within the ACA User Guide, in the Creating an ACA Profile section, there are details about these fields and how to configure them.  

ACA Profiles: Calculate Monthly Hours From Timesheets Rule Expanded to Recalculate up to 24 Months

WFR-3401: The Calculate Monthly Hours From Timesheets rule for ACA Profiles, under Company Settings > Profiles/Policies > ACA (Affordable Care Act), will now allow for up to 24 months to be selected in the Recalculate Last drop-down. This rule previously only allowed a 12-month look-back period.

ACA Timelines: Warning Message Added When Clearing a Timeline

WFR-29857: When using the Clear option within the Employee ACA report under My Reports > ACA (Affordable Care Act) > Employee ACA, users will now receive a new warning message which will provide information about possible data loss and the recalculation process when a Break In Service is enabled in the profile. Please note that Clear All will clear the entire ACA Timeline. If the timeline should only be cleared from a certain month forward, users should enter that month in Clear From and press the Clear button.

ACA Timelines: Recalculation Period Expanded to 5 Years

WFR-29268: When using the Recalculate option within the Employee ACA report under My Reports > ACA (Affordable Care Act) > Employee ACA, users will now receive a new pop-up allowing for an optional year selection going back for a period of up to 5 years and then clicking the Go button. The Recalculate button will perform the standard calculation of previous, current and next year, or it can be used in conjunction with the year selected in the Recalculation From drop-down.

ACA 1095-C Forms: Selection of Corrected Forms Retains Check

WFR-22477: After setting the correction data for multiple Forms 1095-C, the selected forms will now remain checked when returning to the processing screen. 

ACA Delivery Forms: Filter No Longer Set to Active Only Employees

WFR-16395: Previously, the Employee Status column report filter for the Deliver Forms: 1095-C link under My Reports > ACA (Affordable Care Act) > ACA Year End Processing was set to default to Active employees only (Employee Status: != Terminated). This report column will now contain no default setting, enabling all employee types to be included in the report.

Global Company Setup: Primary and Secondary Email Required

WFR-634: Users can now specify that a Primary Email or/and a Secondary Email is/are required by enabling the new option(s) for Primary Email Is Required and Secondary Email Is Required in the Account Policies widget under Company Settings > Global Setup > Company Setup.


 

Google: Performance Update for Google Dashboard

WFR-30982: The Google Dashboard script has been updated to run reports as CSV rather than XML to improve performance speed. Users can continue using the old script or download the new script from the Documents widget under Our Company > Marketplace, on the Installed tab, then View Company Marketplace Product for the Google Cloud. The new script also compensates for the REST API key, if not yet updated.

Imports: Company Settings Import Template Supports Addition of EINs

WFR-31432, WFR-32512: The Company Settings import template under Company Settings > Imports > Overview, in the Company Setup category has been enhanced to support EIN creation if the EIN does not exist. The import template instructions have been updated with details on the required fields for EIN creation.

Imports: External ID Updates

WFR-33586: Imports, such as the Employee Setup templates, run to make updates will now allow the External Id to be updated if the field is not already populated for the employee. If the field is already set, users will receive a warning that the External ID cannot be changed. All other fields with updates will be imported successfully.

Imports: Pay Period Profile Association to Company EIN

WFR-33452: Users can now link an appropriate EIN with a Pay Period profile using the Pay Period Profiles Linked To EIN column within the Company Settings import template under Company Settings > Imports > Overview, in the Company Setup category.

Online Documentation Now Available in Product

WFR-27323: Within the application, online documentation is now available by clicking the ? icon in the upper-right corner. After clicking the icon, a separate window will open, displaying the content, which consists of the most commonly accessed user guides.

Reports: External Id for REST API on Reports

WFR-33585: The External Id, used in REST API, is now included as a column in the Employee Information report under My Employees > Employee Information for Client companies, and in the All System Accounts report under Maintenance > Companies > All System Accounts for Admin companies.

 

 

REST APIs

This section contains information and enhancements for REST API webservices.

REST API Deprecation

This topic describes the deprecated REST API resources that are removed in this release of the application (Discontinued Functionality), together with the resources that are still available within the application but have been deprecated. These resources are scheduled to be removed in a future release. Deprecated resources should not be used in new applications.

You can monitor the use of depreciated resources by examining the response headers. For more information, see

 

Discontinued Functionality

This topic describes the REST API resources that are no longer available in the Version 50 release. Usage of these resources will result in an error.

 Version

API

Relative Path

Replacement

Depreciated Date

Deprecated Features in this Version

The following REST API resources have been deprecated in this release of the application, and will be removed in a future version.

Version

API

Relative Path

Replacement

Depreciated Date

1

Contacts

v1/employee/contacts

v2/companies/{cid}/contacts

April 2017

1

Base Compensation

v1/employee/compensation/history

v2/companies/{cid}/compensation

April 2017

 

Features Not Supported in the Next Version

The following REST API resources will not be supported in the next version. Do Not use these resources in new development work, and modify applications that currently use them as soon as possible.

Usage of these resources will result in an HTTP 404 NOT FOUND Error.

 Version

API

Relative Path

Replacement

Depreciated Date

 

Features Not Supported in a Future Version

The following REST API resources will be supported in the next version of the application, but will be removed in a later version. The specific version of the application has not been determined

Do Not use these resources in new development work, and modify applications that currently use them as soon as possible.

Usage of these resources will result in a " Deprecated" header being returned on the response

Version

API

Relative Path

Replacement

Depreciated Date

1

Cost-centers

v1/company/cost-centers

v2/companies/{cid}/config/cost-centers

December 2016

1

Overtime

v1/employee/overtime

v2/companies/{cid}/overtime/requests

December 2016

1

Time-entries

v1/employee/time-entries

v2/companies/{cid}/time-entries

December 2016

1

Leave of absence

v1/employees/leave-of-absence/case

v2/companies/{cid}/loa/cases

December 2016

1

Employee Termination

v1/employees/termination

v1/employees/status

August 2016

 

REST API Webservices: Account Groups

WFR-28577: REST API now allows users to View, Create, Update, and Delete Groups. Only Account Groups with the type Manual (regular) are supported, and Alternative Manager is not supported.
A new tab, REST API Integration, has been added to Security Profiles under Company Settings > Profiles/Policies > Security. This tab contains options to allow View or Edit of Account Groups, where View establishes read only permission and Edit permits users to Create, Update, and Delete. Only these security items will be considered by the REST API functionality, ignoring other items and group permissions. 

REST API Webservices: Employee Contacts (V2)

WFR-22625: GET Employee Contacts List endpoint has been added to allow users of the REST APIs to retrieve the contact information for a given employee.

WFR-23854: GET Employee Contact endpoint has been added to allow users of the REST APIs to retrieve the details for a given Employee Contact.

WFR-23789:  POST/PUT Employee Contacts endpoint has been to allow users of the REST APIs to create or update Employee Contacts. This API is version 2 of the API; version 1 API is now considered to be depreciated.

REST API Webservices: Time Off Planning Profile for Employee REST APIs

WFR-30227: The GET/POST/PUT Employee Information endpoint has been updated to display and change information related to the new Time Off Planning Profile assignment.

REST API Webservices: Integrated Document Storage API

WFR-31566: It is now possible to manage certain document types via the REST APIs for companies using the Integrated Document Storage marketplace product. Using the APIs users can create, update or retrieve the “metadata” that describes a document, e.g. Name, Category, Description. As part of the response authenticated users will be returned a filestorage token that can be used to upload or download the file content.

Please refer to the “File Upload/Download” and “Document Storage” sections of the REST API documentation for additional information.

Reports: Time Off Planning Usage Report (ADMIN)

WFR-31341: A new report, Time Off Planning Usage, is now available for Admin companies under Reports > Misc Reports > Time Off Planning Usage. This report allows users to see statistics for usage of the new Time Off Planning functionality.

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