August 2017 Release Notes Summary

To take place on August 24, 2017 at 4:00 pm

 

A summary list of the enhancements for the next system release is listed below.
An in-depth explanation of these descriptions is available by clicking any of the following:

TLM  -  HR  -  Payroll  -  Scheduler  -  Cross Product

Release Dates

There will be a System Release taking place on the following dates and times for the following servers. There is a potential for intermittent system downtime for each respective release:

  • EU Server – August 21, 2017 at 11:00pm to 3:30pm BST (British Summer Time).
  • S. Server POD3 for Partners & WFR Customers – August 23, 2017 at 11:30pm ET to 4:00am ET.
  • S. Server POD2 for Partners – August 24, 2017 at 11:30pm ET to 4:00am ET.
  • AU Server – August 25, 2017 at 2:00am to 6:30am AEST (Australian Eastern Standard Time).

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

TLM Enhancements
The following enhancements have been added to this release.

 

Accruals: New Field added to Accrual Balance Report

WFR-42043: An Account ID column option has been added to the Accrual Balances report and the Accrual Balances Lite report under My Employees > Accruals > Balances. The column can be added to the report by using the Select Columns link and will display the Account ID for each employee and type of time listed in the reports.

Demographics: New Option Added to Populate Default Value

WFR-39404: A new Populate Default Values has been added to the Custom Field Definitions page under Company Settings > Profiles/Policies > Demographic > Custom Fields. When using this button, any custom demographic fields in employee accounts that may have been previously overridden by importing or mass editing will be restored to their default values. Demographic data can affect pay calculations and reporting, so having correct values in the employee accounts will assist in correct pay and reporting results.

Exports: Payroll Exports Updated

WFR-23035: We have released an ADP (Payforce) (ver 2) export to be in line with the current published specifications required for ADP Payforce. The updated export format allows the user more flexibility in setup, with more options added to Company Code, Leave From Date, Leave To Date, as well as adding the option to define the Type Class. A new Total Hours format has been introduced where the user can choose between HHHHMM00 or HHHHMM00 (rounded).

Exports: Fixed Header for XML Payroll Export & Quotes Selection

WFR-37013 & WFR-21918: The XML Payroll Export will now contain an option to include a fixed header in the file. The Output Header checkbox can be checked to include a fixed header in the export file. The Encoding options will work in conjunction with the Output Header field. If no option is selected in the Encoding drop-down, the XML header will display with windows-1252 in the code.

In the example below, the Output Header checkbox is checked and Encoding UTF-8 has been selected. The resulting XML file displays the fixed header with the UTF-8 encoding.

Exports: Custom CSV Payroll Export Updated

WFR-28111: The Custom CSV Payroll Export Format has been updated to include a Change Status Field for the Pay Record. This column will show Add, Delete, and Close indicators for Leave of Absence or Spells of Absence exported Pay Records.
To see the Absence Action or Change Status, users should first Snapshot the Processed Records in the Pay Prep screen, then after the changes in the records are processed, users can navigate to the export screen where the latest and current snapshots must be selected.
There is also a new checkbox, Output Current And Previous Records, which allows users to see the old data along with the new data.Imports: New Fields Added to Schedule Daily Rules Import Template

WFR-15027: New fields have been added to the Schedule Daily Rules import template, available under Company Settings > Imports > Overview in the Company Setup category. The new fields added are fields that are currently available in the application and are applicable to Schedule Daily Rules.

Imports: Work Schedule Cycle Template Updated

WFR-3474: The Work Schedule Cycle import template has been updated to reflect recent changes to the schedule cycle, which can now be up to 52 weeks in length. The import will now allow for this length of cycle to be imported. Previously, the import instructions stated the cycle should be between 2 and 58 days, but now states it will support any number from 1-52 weeks, or 1-364 days. The template is available under Company Settings > Imports > Overview, in the Employee Setup category.  

Imports: Updated Employee Schedule Cycle Import Template

WFR-39862: The Employee Schedule Cycle (XLSX) Import template under Company Settings > Imports > Overview has been updated so that the Length field can now accommodate a Schedule Cycle up to 52 weeks or 364 days long.

InTouch: Daily Update of Device Information

WFR-34896: The InTouch V2 and V3 clocks will now automatically update the device information and status that is visible within the application on a daily basis.

Leave of Absence: Multiple Leave of Absence Cases

WFR-19696: 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 drop-down 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 2nd rule will always be ignored when the 1st rule is applied. If the 1st 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 1st 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.

Multi EIN: First Weekday Settings in Application

WFR-38614, WFR-38613, WFR-38610, WFR-38612, WFR-38616: In the February and June 2017 system releases, we added support for the selection of different First Weekday settings across EINs. This was done in the Company Configuration widget under Company Settings > Global Setup > Company Setup for Multi EIN environments. We allowed for one EIN to choose a certain First Weekday setting, and another EIN to choose a different First Weekday setting and the settings in one EIN would not carry over to the other.

In this release, we have completed Multi EIN support of the First Weekday setting and its related functionality for the following:

  • My Dashboard for TLM Only Companies – The ability to view the TLM Dashboard widgets in views of the This Week tab, and the Next Week and Last Week tabs where applicable, in accordance with the EIN's First Weekday setting in a Pay Calculations 1.0 and 2.0 companies.

    • Graph: Actual vs Scheduled Time
    • Graph: Time Off By Approval Status
    • Graph: Cost Center Time Distribution
    • Graph: Pay Category Time Distribution
    • Graph: Schedule Exceptions
    • Graph: Turnover Distribution
    • My Schedule
    • My Time Off Requests
    • Birthdays
    • Time By Shift
    • Time By Time Off
    • Exceptions
    • Mobile Logins (# Requests)
    • Mobile Version
    • New Accounts (Created)
    • New Companies (Created)
    • Company Products (Activated/Deactivated)
    • TOP Used Mobile Functions (# Requests)

  • InTouch – The View Punches and View Schedule soft keys will now support the First Weekday setting in a Multi EIN environment. If a current pay period does not exist for an employee, the current week date range, starting from the employee’s assigned First Weekday setting, is used to display punches; otherwise the pay period date range is used.

  • Pay Calculations 1.0 Rule
    • The Add Extra Time with Multiplier rule now supports the First Weekday setting in a Multi EIN environment. The extra time multiplier sum will not be counted according to the employee’s assigned EIN First Weekday

  • Pay Calculations 2.0 Rules
    • The Cumulative Time By Period rule now supports the First Weekday setting in a Multi EIN environment. The Period selection in the rule will now work with the employee’s assigned EIN First Weekday

    • The Work Hours vs Contract rule now supports the First Weekday setting in a Multi EIN environment. The Contract Period, the Calculate Time From Start of Week, and the Prorate Method For First Partial Period settings will now support the employee’s assigned EIN First Weekday setting.

    • The Extra Flat Pay (Counters) rule now supports the First Weekday setting in a Multi EIN environment. The Extra Flat Pay Type and the Week starts on settings will now support the employee’s assigned EIN First Weekday

  • Points
    • The Run Points Rules option under My Employees > Points > View/Modify Balances will now support the First Weekday setting in a Multi EIN environment as set in the employee’s assigned EIN. This option is also available under My Employees > Points > Points History Report.

  • The No Activity Expiration Over Regular Interval points rule, when run, will now support the First Weekday setting in a Multi EIN environment as set in the employee’s assigned EIN. The rule is available to be added to a Points Profile under Company Settings > Profiles/Policies > Points.

  • Timesheet Rules – The following Timesheet Rules under Company Settings > Profiles/Policies > Timesheets will now support the First Weekday setting in a Multi EIN environment. When these rules are applied, the system will look at the EIN’s First Weekday setting and apply that start day when selecting the Week option in the timesheets.

    • The Maximum Time Entered By Cost Center, an On Save
    • The Maximum Time Off By Type, an On Save
    • The Maximum Time Entered By Pay Category, an On Save
    • The Maximum Time Entered By Advanced Filter, an On Save
    • The Check If Time Entered In Allowed Cost Center, an On Save
    • The Check If Country Work Limit Is Exceeded, an On Approval

  • Leave of Absence Requests – For the Leave of Absence Request page, under My Account > My Leave of Absence > Request, when setting the page to Intermittent (WeekDays) and Use Separate Settings, the resulting days shown will reflect the First Weekday setting from the EIN in which the employee works.

  • Overtime Requests – For the Overtime Request page, under My Account > My Overtime Requests > Request, when setting the page to Week in the Bulk Hours setting of the Request Type section, the resulting date shown next to the Week setting will reflect the First Weekday setting from the EIN in which the employee works.

  • Daily Notification - For the Daily notification under Company Settings > Global Setup > Notifications, the resulting email will reflect the First Weekday setting from the EIN in which the employee works.

  • Schedule Changed Notification – For the Schedule Changed notification under Company Settings > Global Setup > Notifications, the resulting email will reflect the First Weekday setting from the EIN in which the employee works.

  • Imports: Work Schedule Cycle Template – When using the Work Schedule Cycle import template under Company Settings > Imports > Overview, to import weekly schedules, the resulting import will reflect the First Weekday setting from the EIN in which the employee works.

  • Work Schedules – For the Work Schedules page under Company Settings > Profiles/Policies > Schedules > Work Schedules will display the First Weekday setting from the EIN in which the employee works.

  • Rules Analysis – For the Rules Analysis page under My Reports > Time & Labor > Time Allocation > Rules Analysis, the weekly total will reflect the First Weekday setting from the EIN in which the employee works. 

Pay Calculations 2.0: Filters Added to Multiple Rounding Rules

WFR-13895: For Pay Calculations 2.0 companies, Time Worked Eligibility Filters have been added to five (5) rounding rules in the Grace And Rounding category under Company Settings > Profiles/Policies > Pay Calculations. These filters can be used to specify only certain types of time or time falling within certain cost centers or other criteria will be subject to the rule.

The affected rules are:

  • Round In/Out Time
  • Round To Scheduled Total
  • Round Total Time For Lunch Or Breaks
  • Round Total Time Per Day
  • Allocate Late In / Early Out To Time Off

Pay Calculations 2.0: From Schedule Option Added to Adjust In/Out Time Based On Schedule Rounding Rule

WFR-6781: For Pay Calculations 2.0 companies, a new From Schedule option has been added to the Adjust In/Out Time Based On Schedule rounding rule in the Grace And Rounding category under Company Settings > Profiles/Policies > Pay Calculations. With this setting, rounding can be performed based on the schedule start/end.

Pay Calculations 2.0: Standard Total Hours Added to Holiday Pay Rule

WFR-22696: For Pay Calculations 2.0 companies, a new Standard Total Hours setting has been added to the Holiday Pay (v.2) in the Holiday Pay category under Company Settings > Profiles/Policies > Pay Calculations. The setting is available in both sections of the rule. The setting can be selected and the system will use the Standard Total Hours defined in the Daily Rule if enabled under the Work Schedules Policies widget under Company Settings > Global Setup > Company Setup to calculate the hours for auto-populated holidays.

Pay Calculations 2.0: Check Exceptions Section Added to Rules

WFR-36487 & WFR-13679: For Pay Calculations 2.0 companies, a new Check Exceptions section has been added to the Move Counter and Paid Lunch (v.2) rules. One or more exception types can be added to the rules and set so the system will check for any listed exceptions in employee timecards and apply the specified action. Exceptions can be set to include, exclude or clear any time associated with the exception.

Move Counter Rule
For example, this rule can be set to move hours from the Overtime counter to the Double Overtime counter for any daily overtime greater than 2.0 hours. But, in the Check Exceptions section, Exception 3 is configured to only apply the move if the system finds that Exception 3 is set on the time records.

Paid Lunch (v.2) Rule
For example, if the Late exception is set in the rule to not apply a paid lunch with the Do Not Apply If Set setting, the system will search for the Late exception in timecards, and when found, will not allow an otherwise qualified time record to receive a paid lunch.

Pay Calculations 2.0: Sum Up by Time of Day to Default Counter

WFR-21575: For Pay Calculations 2.0 companies, a new version (v.2) of the Sum Up Time Off Hours By Day To Default Counter (v.2) is now available within the Pay Calculations Profiles under Company Settings > Profiles/Policies > Pay Calculations. The new version of the rule allows for greater flexibility such as:

  • Counter Conditions can be configured to prevent allocation of Time Off hours to a Counter if other Counters on the day already contain a value.
  • Eligibility Filters can be applied to Time Worked.
  • The ability to ignore Overtime/Shift Premium Counters.
  • The ability to check if exceptions are present/not present.

Pay Calculations 2.0: New Average Hours Based On Period Rule Added

WFR-39222: A new Average Hours Based On Period Rule has been added for Pay Calculations 2.0 companies under Company Settings > Profiles/Policies > Pay Calculations in the Counters category.
This rule applies averaged hours based on a defined period to a counter.

  • The Allocation Settings determine the type of time the rule should add to a counter. Hours from a Holiday Table or Time Off, or both can be used for these hours and the time can optionally be rounded.
  • The Average Settings determine the time period used for a look-back period for the time set in the Allocation Settings
    • You can choose Total Hours For Prior and select a number for Days, Weeks, Months, Pay Periods, or Current Pay Period with a maximum look-back period of 365 days. You can optionally choose a Stop After period.
    • The Counting Back From drop-down, contains multiple options for Calendar Day, Work Day, Prior Pay Period and Week Before Holiday/Time Off settings.
  • The Counter Settings section is where the counter is set for the average or for hours above the average. Options are available to ignore selected overtime and shift premium counters in the average.
  • Time Worked Eligibility filters are available in the rule to further define the type of time to be included in the average. Override Fields can also be used to set or override cost centers to be used in the rule settings.

For more information on this new feature, please see the detailed TLM Release Notes for this release (August 2017).

Pay Calculations 2.0: New Version of Zero Out Time For Certain Category Rule

WFR-32812: For Pay Calculations 2.0 companies, the Zero Out Time For Certain Category (v.2) rule in the Misc category under Company Settings > Profiles/Policies > Pay Calculations has been added and has replaced v.1 of this rule. This version of the rule is identical to v.1 of the rule, except that the rule is now behaving as if the Execute Daily setting has been enabled, causing the rule to now always execute per day.
Time entries that are covered by the filter settings of the rule will be zeroed out from the Calc. Total column and will be moved to the Calc. Break column. In the example below, the filter for the rule was defined to zero out hours from Cost Center 1. The rule did this and moved the hours to the Calc. Break column.
If the rule is added to a Pay Calculations Profile without defining a filter, the zero-out will be applied to all time entries.

Pay Calculations 2.0: New Spell Of Absence Functionality Added

WFR-37624 & WFR-41272 & WFR-39768 & WFR-40279: For certain payroll vendors, spells of absence are required to correctly identify employee pay. Spells of absences are time entries within a timesheet that require a start or end date. Spells of absences are grouped time off entries that differ from typical pay period grouping (i.e. daily, weekly, monthly…) as they can span multiple pay periods and are only limited by the spell’s specific start and end date.
Functionality has been added to the system that includes a new pay calculations rule and a new pay prep initial record.

Pay Calculations 2.0 Rule
The Spell Of Absence Pay Calculations rule has been added to the Time Off category under Company Settings > Profiles/Policies > Pay Calculations in Pay Calculations 2.0 companies. This rule will group continuous time off spells based on the options selected in this rule. The rule has multiple options to define what constitutes a break in a spell.
This rule works in combination with a defined pay prep rule, which allows for the importing of the spells for eventual export to payroll. It allows for selections to be made to define what will constitute a break in a spell, the spell period, and specific types of day off settings, as well as optional rounding of time.

Pay Prep Profile Record
The Spell Of Absence Pay Prep Profile record is available in the Initial Records section of a Pay Prep Profile in the Time Entry Category under Company Settings > Profiles/Policies > Pay Prep.

Exporting of Start/End Times for Spells of Absence

WFR-41187: The start time of the first day of a spell of absence, along with the end time of the last day of the spell can be exported. This can be accomplished via Custom CSV export using Pay Record and Time (From) and Time (To) columns adding Start Date Time and End Date Time.

Exporting of Total Days in Custom CSV
WFR-40279: Two new options, Total Calendar Days and Total Days Off, have been added in the All Records - Field drop-down when adding a custom column in a Custom CSV export under Company Settings > Time & Labor Setup > Export > Payroll Export Formats. The options will export spell of absence days as the total number of days off in the period, or the total calendar days in the period, which will include included and excluded days. Any rounding set in the pay period rule will be picked up by the export. 

Exporting Unique ID in Custom CSV
WFR-40281: Unique IDs are created for Spells of Absence, and they are available in export files. Unique ID is an accessible field in Custom CSV and Custom XML Payroll Export formats as a child category of Spells Of Absence. In addition, Prefix and Suffix can be specified and are constants.

For more information on this new feature, please see the detailed TLM Release Notes for this release (August 2017).

Reports: Counter Distribution Report Added

WFR-21180: A new Counter Distribution Overview report is now available under Manage Time > Counter Distribution Requests > Overview for companies with both the TLM sub-system and Pay Calculations 2.0 engine enabled in the company. The report shows actual counter distribution, the source counter, and to which destination the counter is distributed to, including source and destination metadata.

For more information on this new feature, please see the detailed TLM Release Notes for this release (August 2017).

Time Off Planning

The following enhancements have been added for Time Off Planning.

Time Off Request Override for Mobile
WFR-36119: 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
WFR-35477: 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/non-working on the calendar.

Skills Added to Time Off Planning Rule
WFR-31873: A new Skills section has been added to the Time Off Planning rule under Company Settings > Profiles/Policies > Time Off Planning within the Time Off Planning Profile. Skills can be added as additional filtering criteria so that time off slots can be calculated for employees with specific skill sets.
Additionally, within skill maintenance, under Company Settings > HR Setup > Skills, a new Part Of The Following Lists section was added to allow skill lists to be created.
Within the Global tab of Security Profiles, under Company Settings > Profiles/Policies > Security, security settings for the skills lists have been added in the Object Lists section.

Timesheet Profiles: New Settings Added for Default Cost Center Preference

WFR-40749: 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.

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.

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: Timesheet Awaiting My Approval Widget

WFR-41547: The Approve In Background button that was available for certain users under the Timesheets Awaiting My Approval dashboard widget has been removed. This button was available in a pop-up screen after users clicked the Approve button, as shown in the example below.
Managers and administrators will still be allowed to approve time in the background through Manage Payroll > Manage Payrolls > Process & Export. After reviewing timesheets and clicking the Approve button, the Approve In Background button will be available, but only through this menu path.

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.

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.

 

 

HR Enhancements

The following enhancements have been added to this release.

Applicants: Formatting for Summary Tab

WFR-39317: The formatting errors and issues that were present on the Summary tab of the applicant portal have now been corrected and will display information, headings and fields in a clean, consistent manner and will contain expected information, such as titles and addresses.

Auto Enrollment: Waived Checkbox

WFR-41267: Previously, when an Auto Enroll Benefit Profile was used and a group of plans from the profile were waived, the Waive This Option checkbox was not automatically checked, but moving forward it will be checked.

Benefit Enrollment: Validation Added to Supporting Information

WFR-41474: Previously, validation of Supporting Information on a Life Change Event had not been working as expected, but moving forward, the system will now provide validation that the supporting information is on the record when it has been set as required. 

Benefits: New Evidence of Insurability Option

WFR-17799: Employers will now have a new option to specify when Evidence of Insurability (EOI) is required or not required on benefit plans. If an employee remains in the same benefit plan and coverage level year-to-year and has already provided EOI information, you may not want to require EOI again.
A new No need to provide if already provided and a coverage amount is not changed setting has been added to the Evidence Of Insurability section of benefit plans under Company Settings > Profiles/Policies > Benefits > Plans. When checked, as an employee goes through Open Enrollment or a Life Change Events and meets the criteria of EOI, the employee will not be required to provide the information.

Benefits: Identification Numbers for Dependents Under 1 Year Old

WFR-22223: An identification number such as a Social Security Number (SSN), Social Insurance Number (SIN), or a National Identification Number (NIN) is not required for a child who is less than 1 year old. A new tooltip has been added as a reminder within the Coverage Levels section(s) near the SSN, SIN, NIN Required selections in Benefit Plans under Company Settings > Profiles/Policies > Benefits > Plans.

Benefits Profiles: Moving the Order of Groups

WFR-1405: You will now have the ability to move benefit groups within Benefit Profiles under Company Settings > Profiles/Policies > Benefits > Profiles. Arrows are now available to move the groups up or down. Previously, it was not possible to move these groups, which required the deleting and recreation of groups above or below the area where one should be inserted. The sequence of the groups selected here will be the order represented in the tabs when users make benefit selections.

Benefits: Evidence of Insurability Tiers

WFR-4203: Coverage-based benefits plans can now be configured with rules defining when Evidence of Insurability (EOI) is required.  EOI Tiers are enabled in the Benefit Plan Profile under Company Settings > Profiles/Policies > Benefits > Plans.  EOI Tiers can be defined by clicking on the Edit icon in that Use Units Widget.  When employees select coverage amounts during the new hire process, open enrollment or after coverage tier changes, error messages will indicate if evidence of insurability is required, and the employee will need to upload the proper documentation during the enrollment process. The ability to override the tiers for individual employees is planned for a future release.
For more information on this new feature, please see the detailed HR Release Notes for this release (August 2017).

Compensation Management

Multiple enhancements have been made and added to the Compensation Management module. They are listed below.

New Column Added to Worksheet

WFR-39786: A new Difference column has been added to Compensation Management Worksheets under My Employees > Compensation Management > Worksheet. Two calculations for Percent (%) and Dollars ($) are available. The amounts shown in these columns are calculated based on the percentage and dollar amounts in the Budget and Proposed columns. The system will calculate the difference of those two column amounts and place them in the Difference column. Negative amounts over budget will display in parentheses, in red. Positive amounts over budget will display in black.

Deleting Employees from Worksheet

WFR-36707: You will now be able to delete employee budget proposals from worksheets under My Employees > Compensation Management > Worksheet and then selecting a cycle for editing. A new Delete button has been added to the worksheet. Company Administrators will be allowed to delete any employee and managers can delete employees for which they have access; however, employees with a Finalized status cannot be removed.
A new security setting has been added to support the removal of employees from worksheets. The Worksheet Employee Removal setting is available in the Compensation Management section of the HR tab.
Under the Compensation Cycle page, the Add Employee Manually button has been renamed to Add/Remove Employee. Clicking this button will present a pop-up window with the choice to remove or add the employee.
Also under the Compensation Cycle page, a new Removed Employees button has been added. Clicking this button will display a report of all employees who have been removed from the cycle.

Options Added to Merit Matrix

WFR-37648: Within the Merit Matrix widget under Company Settings > HR Setup > Compensation Management > Merit Matrix, you can now add minimum and maximum amounts and ranges. The matrix will now have a <Min column and a >Max column where these amounts and ranges can be added. 

Editing of Dates After Compensation Cycle Started

WFR-34278: Users will now have the ability to edit the dates and fields related to date settings within a compensation cycle once it is started. Previously, date settings could not be edited once the cycle was started. The initial settings are set under Company Settings > HR Setup > Compensation Management > Compensation Setup. The only field that will not be allowed to be edited is the Open Date. Most fields can be edited any time, but some fields will only be able to be edited if the worksheet proposals are in Pending status. The fields are described below.
For more information on this new feature, please see the detailed HR Release Notes for this release (August 2017).

ProRating of Compensation

WFR-36709: Users will now be able to prorate rates for a compensation cycle. This functionality is useful in situations where an employee is hired mid-year and the suggested pay increase is the same for all employees, but since the new employee does not have the same amount of time as other employees, their pay increase can be prorated.
The proration is done in the Compensation Cycle Prorate Configuration widget under Company Settings > HR Setup > Compensation Management > Compensation Setup. The widget contains a checkbox to enable the prorate calculation.
For more information on this new feature, please see the detailed HR Release Notes for this release (August 2017).

Reapplying Rates for Past Dates in Compensation Cycle

WFR-34279: Users will now be able to reapply rates when the Effective Date for a compensation cycle is in the past. This will be available in the Mass Finalize report under My Employees > Compensation Management > Finalize and then clicking the Edit button of a cycle.
Two new columns are available to be added to the Mass Finalize report using the Select Columns link. The Reapply Rates From Date and Reapply Rates To Date will allow dates to be entered directly. These date fields will only display if the Effective Date has date that is in the past of when the proposal is being finalized.
These dates can also be entered during the finalize process from a To Do Item. Dates entered or removed from either area will update accordingly, both in the To Do Item and the Finalize report.
When a Compensation Proposal Request To Do Item is being finalized, and the user clicks the Finalize button of the item and the pop-up displays, the Reapply Rates From Date and Reapply Rates To Date fields will be available for users to enter dates and then proceed with the finalization. An information tool-tip is available to remind users that the rate table must be tied to base compensation for the changes to take place. The dates applied here will display in the Finalize report under My Employees > Compensation Management > Finalize.

Message Added for Workflows

WFR-31585: When the Finalize step of a Compensation Proposal Request workflow was set to a specific user, the Compensation Cycle Manager was allowed to finalize, as well as take part in any step associated with the workflow. This is expected behavior. To better inform users that Cycle Managers can take part in any step of the workflow, a new message has been added to the Workflow setting within the Compensation Cycle widget of the Compensation Cycle setup under Company Settings > HR Setup > Compensation Management > Compensation Setup. The message will be available by hovering your mouse over the Information icon.

New Notifications Added

WFR-39782: A new notification for Compensation Management has been added under Company Settings > Global Setup > Notifications in the Compensation Management category.
The notification is named Compensation Proposal Status Changed and will be triggered when the compensation status for an employee has changed. The notification allows for a certain status to be selected in the Conditions (Optional) widget. The Status field can be set to Submitted, Rejected, Removed, Approved, or Finalized. This selection will further define when the notification is triggered depending where the compensation proposal is in its cycle and when it is changed.
For example, if the Status field is set to Approved and a user makes a change to the compensation cycle, the notification would not trigger unless the proposal was in Approved status.
A second notification named Compensation Proposal Date Based Reminder has also been added, which can be configured to remind users of a compensation cycle’s expiration dates. The notification contains a When widget to set the reminder for a period before or after the Open or Close Date of the cycle. Another option in this widget is to set the reminder according to the Status of the cycle with options of Pending, Submitted, Rejected, Removed, Approved, or Finalized.

Statistics Report Added

WFR-39759: A new Proposal Status Statistics report has been added to the Compensation Management Module under My Employees > Compensation Management > Proposal Status Statistics. This report will show the percentages of compensation statistics for Pending, Submitted and Approved proposals by manager. Managers will only be able to view statistics for employees to which they have access.
A new security setting related to this report has been added to the Compensation Management Functions section of the HR tab of security profiles under Company Settings > Profiles/Polices > Security. The Compensation Proposal Status Statistics setting must be checked to enable the report.

Manager’s Budget Report Added

WFR-39760: A new Manager Budget report has been added under My Reports > HR > Compensation Management > Manager Budget Report that will show the entire budget listed out by manager, along with the ability to view individual manager’s budgets.

New Proposals Report Added

WFR-39758: A new Proposals Report has been added under My Employees > Compensation Management > Proposals Report that will show all proposals from all cycles, grouped by cycle and manager. Within each entry in the report, you can click the Edit icon to view information about the compensation worksheet, and possibly take action within the worksheet, if authorized.

Compensation Management Dashboard Widgets

WFR-39784: Using the Edit Tabs link under Home > My Dashboard, managers can now add their organization’s budgets and the Compensation Worksheets for direct reports on their dashboards.
The Security Profile settings assigned to the manager must enable display of the widgets on the ESS tab’s Dashboard widget’s Allowed Windows section.  To ensure that the data from the reports is displayed within the new dashboard widgets, data viewing permission must be set on the HR tab’s Compensation Management

Employee Information: Country Code Added

WFR-41121: Users with access to employee personal information can now specify the country codes for home, work or mobile phone numbers.  To update phone details, the security profiles assigned to the users must permit editing of Employee Information.  Managers and administrators can specify country codes from a drop-down list in the Personal Information widget under My Employees > Employee Information > Edit Employee.  Employees can specify country codes from the Personal Information widget under My Account > My Profile.
Once assigned, the country codes can be displayed in reports containing phone details adding either the phone code or the full phone number to the selected columns in the report.

Employee Information: Worker Type Field Added

WFR-42145: A Worker Type can now be assigned to an employee.  Worker Types can be configured under Company Settings > Global Setup > Global List Definitions > Worker Type.  Worker Types can be assigned to employees from the Account Demographics widget under My Employees > Employee Information > Edit Employee

WFR-43069: Worker Types are included in downloaded PDFs that are created by clicking the Download PDF button on the My Employees > Employee Information > Edit Employee page.

WFR-43063: The Worker Type field has been added for use in the Employees (Excel, Excel 2007, and XML) import template under Company Settings > Imports > Overview.

Jobs Portal: Display of Company Logo and Theme

WFR-13704: Previously, a company’s name, logo and time did not display on the company’s Show All Jobs, Jobs Search, and View Jobs URLs. Moving forward, the company theme colors, logo, name and time with time zone will now display in the header of these pages.

Multi EIN: First Weekday Settings in Application

WFR-37327: In the February and June 2017 system releases, we added support for the selection of different First Weekday settings across EINs. This was done in the Company Configuration widget under Company Settings > Global Setup > Company Setup for Multi EIN environments. We allowed for one EIN to choose a certain First Weekday setting, and another EIN to choose a different First Weekday setting and the settings in one EIN would not carry over to the other.
We are still in the process of expanding this support to other areas of the application where settings can be affected by the First Weekday setting.
In this release, we have completed Multi EIN support of the First Weekday setting and its related functionality for the following:

  • Dashboard: Events Calendar Widget – The This Week and Next Week settings will now support Multi EIN First Weekday
  • Dashboard: Job Applications By Hiring Stage Widget – The This Week setting will now support Multi EIN First Weekday
  • Dashboard: Applicants By Last Completed Step Widget – The This Week setting will now support Multi EIN First Weekday
  • Dashboard: Job Applications Widget – The This Week setting will now support Multi EIN First Weekday
  • Dashboard: Job Requisitions Widget – The This Week setting will now support Multi EIN First Weekday
  • Dashboard: New Applicants Widget - The This Week setting will now support Multi EIN First Weekday
  • Recruitment: Interviews Widget - The This Week, Next Week, and Last Week settings will now support Multi EIN First Weekday

 

Notifications: Cost Center Tags Added

WFR-37188: Within the Birthday and Anniversary notifications under Company Settings > Global Setup > Notifications, default cost center tags have been added. The tags are named {DEFAULT_COST_CENTER_1_NAME} through {DEFAULT_COST_CENTER_10_NAME}. These tags will add the employee’s default cost center when added to the Message text for the email. Cost Center 10 will default to the system name of Jobs (HR).

Performance Management: New Tabs Configuration Widget

WFR-4263: A new Tabs Configuration widget is now available to be added to the Performance Review Profiles under Company Settings > HR Setup > Performance Review > Review Profiles, by clicking the Edit Tabs link and adding the new widget.
The new widget will allow you to customize the Label for the Instructions, Info, Entry, and Notes tabs within a Performance Review. Options are also available to hide the tab for either the reviewee or reviewer, or both.
The customized labels will display within the Performance Reviews under My Employees > Employee HR Maintenance > Performance Reviews when opening or editing a profile. In the example below, the Info tab name was changed to Details, and the Entry tab name was changed to Review Grades.

Performance Management: Final Score Review

WFR-22550: Managers will now be able to view a performance score prior to the finalization of the review which can be helpful during Performance Review and Compensation Module management. This can be done under My Reports > HR > Performance Review Report. Two new columns, Review Step Final Average and Overall Final Average, have been added to the report and can be added by clicking Select Columns and then adding the columns from the Available Columns section.
NOTE: A warning message has been added when clicking the Apply Options To Reviews button in Performance Review profiles to alert users of possible undesired reporting results when changing the Grade Method for in-progress Performance Reviews.
For more information on this new feature, please see the detailed HR Release Notes for this release (August 2017).

Performance Review: Flexibility in Sections

WFR-29229, WFR-36526: Performance Profiles can now be configured to enable Ratings, Entry Comments and General Comments separately for each of the sections included in the profile.  To enable the new functionality on an existing Performance Review Profile, you must first check the New Version Profile checkbox, then agree to the warning that is presented. Once added, the new capabilities cannot be removed.  Moving forward, new profiles are all created with the new functionality enabled.
Ratings, Entry Comments and General Comments can be configured for general inclusion into the overall review process in the Enabled widget on the Performance Review Profile screen. Review sections, including Core Values, Job Competencies, Company Competencies, Personal Goals and Company Goals must be enabled for inclusion in the review process as well.
Inclusion of Ratings, Entry Comments and General Comments is now configured separately for each section, so that only those review factors that are relevant to the section need to be included in the review process.

WFR-36880: In addition to specifying inclusion of Ratings, Entry Comments and General Comments in each section, the inclusion of Ratings, Entry Comments and General Comments can be further restricted by specifying inclusion separately for each group under Core Values and Company Competencies.  The additional configuration is available on the Configuration tab in the Performance Review Profile or by clicking on the links under each section.  Ratings, Entry Comments and General Comments can be included in the relevant groups as appropriate.

Workflows: Add HR Action

WFR-5130: Workflows can now include HR Action steps, allowing HR Actions to be dependent upon the completion of a previous HR step.  An HR action will be automatically initiated when the preceding action is completed. The HR Action steps can be added by clicking the Add Step button on the Company Settings > Global Setup > Workflows > Workflow page, selecting HR Action and configuring the Action step.
You’ll need to specify the name of the step, the HR Action Type and HR Action to be initiated following the previous step.  The HR Action Type controls the drop-down list of HR Actions. 

The next four options specify when the HR Action step should be initiated:

  1. Immediately – A ToDo item that initiates selected HR Action will be created immediately after the workflow reaches the step.
  2. On Approval – A ToDo item that initiates the selected HR Action will be created at any step that has Apply Changes checked. However, this ToDo item will only be created once during execution of the workflow.  The HR Action step should be configured prior to the configuration of the Apply Changes step.
  3. On Completion – The ToDo item that initiates the selected HR Action will be created at the completion of the workflow.
  4. On Specific Date – The ToDo item that initiates the selected HR Action will be created at the specified date.

 

 

Payroll Enhancements

The following enhancements have been added to this release.

Batches and Pay Statements: Pay Period Lookup Sort Order

WFR-40025: When editing batches or pay statements under Manage Payroll > Manage Payrolls > View All Payrolls, adjustments from a previous pay period require selection of the previous pay period.  Pay periods are now sorted in chronological order, with the most recent pay periods occurring first. 

Earnings: Automated Retro Calculation for Salaried Employees

WFR-29033: An automated Retro pay calculation is now supported when an employee is in a Company/EIN with an active Retro Earning with the System-Generated Retro checkbox marked, the employee has an assigned Autopay Schedule that includes hours for each day in the Pay Period, and the Pay Statement for the employee is within a Regular Payroll Type. The AutoPay Schedule will be used against Base Compensation rate changes with an Effective Date in a prior pay period to automatically calculate the back pay owed.
For more information on this new feature, please see the detailed Payroll Release Notes for this release (August 2017).

Imports: Error Message List Expanded for Payroll History

WFR-35076: The errors limit for the Employee Payroll History (Columnar or Regular) import has been expanded from showing only 50 errors at a time to now showing up to 10,000 errors at a time when viewing and/or testing the import file. The additional rows will allow payroll administrators to see all errors at the same time, make corrections, then re-test and upload the file afterward.

Minimum Wages: Makeup Calculation

WFR-33814: Minimum wage makeup pay amounts are now calculated at a finer granularity.  Minimum Wage Makeup pay is now based on the difference between the amount paid and the minimum wage for only the hours that are paid below minimum wage.

Mobile: Payrate Breakout on Mobile App

WFR-22697: Employees viewing pay statements on the Mobile app will now see separate rows for each distinct combination of earnings codes and rates.  This is consistent with the Workforce Ready Pay Statement View.

Payroll Register: Initiation of Processing for Later Downloads

WFR-37037:  Users can now initiate the generation of the Payroll Register by PST report by clicking the Download button under My Reports > Payroll > Payroll Register > by PST.  The data can be retrieved later from the Company Settings > System Data Export > Data Export History (My) or Data Export History (All) reports.  This feature will run reports containing very large amounts of data in the background, enabling users to move on to other tasks instead of waiting for substantial amounts of data to be processed or experiencing timeouts.

Pay Statements: Historical Void Pay Statement Type

WFR-38620: A new Pay Statement Type, Historical Void, is now available under Company Settings > Payroll Setup > Pay Statement Types. The Historical Void pay statement can be used for voided historical transactions that are not sent to the Payment Warehouse. The Historical Void must be included within a Historical Void Payroll. Additionally, a new import template titled Employee Void Payroll History is now available for use with historical voids under Company Settings > Imports > Overview, in the Payroll category.

Reports: MasterTax Payment Frequency on Tax Wage Detail Reports

WFR-38257: The MasterTax Payment Frequency column can now be added to all versions of the Tax Wage Details report, including: Tax Wage Details, Tax Wage details (By Account), Tax Wage Details (By Payroll) and Tax Wage Details (By PST).  The column is not available by default, and must be added using the Select Columns report menu item.

Reports: New Columns Added to Labor Distribution Reports

WFR-40320: The Pay Stmt: System Id and Pay Stmt: Type columns are now available for inclusion in the Labor Distribution and Labor Distribution (Summary) reports under My Reports > Payroll. The columns are not included in the reports by default and must be selected by users using the Select Columns report menu item.

Reports: New PII Audit Report Available

WFR-36240: A new PII Audit report is now available under My Reports > System > Audit Trail > PII Audit. The report will show any 1099s or W2s that were viewed during the selected date range, along with the name of the person who viewed each form.

Taxes: Default Override Payment Options for NY FLI

WFR-43189: The New York Family Leave Benefits Tax code default configuration has been updated to Manual (Client Responsible). When configuring the New York Family Leave Benefits Tax code under Company Settings > Payroll Setup > Company Taxes, the box for Override Payment Options is now checked by default. In addition, the Tax Payment Type and the Void Tax Payments Type both default to Manual (Client Responsible).

Withholding: Downloading of W-4 and State Withholding Forms to PDF

WFR-32768: The ability to download W-4 and State Withholding forms has been added for West Virginia.  Employees and Admin users can now download PDFs of W-4 and State Withholding Forms for all states.

Direct Deposit: Notifications Available at Admin Level (ADMIN)

WFR-: Direct Deposit Changed notifications are now available at the Admin Level and can be configured as global notifications from Maintenance > Admin Company > Notifications.  If the Global option in the Notification Description widget is checked, the notifications will be sent for all client companies and the client companies will not have the option to opt out.

 

 

 

Scheduler Enhancements

The following enhancements have been added to this release.

Schedule Change Request Functionality – Now Available

The Scheduler team has introduced new functionality around the processing of schedule change requests. A new scheduling ordinance in Seattle, WA has passed which allows for employees to approve or reject changes to their schedules made within a certain time frame; in this case earlier than 14 days. If a schedule change has been approved by the employee, that employee could be eligible for additional pay, depending on what was changed. This option is additional functionality that can be turned on or off in a company.

There is also a new TLM pay rule based on these types of schedule changes that will process the additional pay. This is only available for companies who also have the TLM sub-system enabled in their companies.

A supplemental guide is available to explain how to configure and use this functionality. The guide is named Scheduler Module Schedule Change Request Guide and can be downloaded from the following document paths:

For Partners: Log in to your Admin accounts and navigate to: Distribution > Tools > Download Document.

For Workforce Ready Clients: Log in to your account and navigate to: Our Company > Service Provider Documents.

The guide will be located with the Scheduler User Guides as follows:

SCH – Scheduler Module Schedule Change Requests User Guide

Imports: New Template Shift Import Template Added

WFR-34192: A new Template Shifts import template has been added to the templates list under Company Settings > Imports > Overview. The template will import schedule shifts directly into a Schedule Template, and can help prevent users from having to manually enter shifts when the schedule template is applied to schedules. A companion Template Shifts menu item has been added under Company Settings > Imports > Scheduler for importing the information from the new template back into the application.

Imports: Credential and Certifications to Schedule Shifts Import

WFR-35086: New fields for Credentials and Certifications are now available within the Schedule Shifts import template under Company Settings > Imports > Overview. Users can import up to 10 Credentials and 10 Certifications. An error will display if a Credential or Certification does not have the Is Schedulable option enabled. 

Pay Estimation: Worked vs. Scheduled Hours

WFR-25271: The Pay Estimation within Advanced Scheduler under Scheduler > Schedules > View By Employee > Estimate Schedule Labor Cost now assumes that all hours are scheduled to ensure accurate estimates of labor costs. Previously, scheduled hours on a Schedule with a Status of Trial were not considered scheduled since the Schedule was not posted yet, which caused the Pay Estimation to calculate the hours with overtime pay. Now scheduled hours on a Schedule with a Status of Trial will be calculated as normal scheduled hours and the Pay Estimation cost will be the same regardless of the schedule Status. The estimated amounts depend upon the Pay Calculations rules that are configured in TLM, and shifts with constraint violations are included in the calculation.

Reports: Lunch in Total Scheduled Hours

WFR-39023: The Summary by Employee report under My Reports > Scheduler > Staffing > Summary By Employee now shows Total Scheduled Hours amounts either including or excluding lunches depending upon if the Include Lunch In Totals option is or is not selected for Shifts and corresponding Schedule Settings under Scheduler > Schedule Settings

Schedules: Audit Trail Employee ID Field

WFR-41015: The Schedule Audit Trail under Scheduler > Schedules > Utilities > Audit Trail will now display the Employee ID in the Employee ID field where previously the employee’s System ID was displayed.

Schedules: Cloned Posted Schedules Default Status

WFR-37205: When a Schedule is cloned under Scheduler > Schedules, the new, cloned scheduled will now default to an Approval State of Trial.

Schedules: Engine Constraint Warning Message Updated

WFR-38355: When an employee is assigned a Shift that belongs to a Cost Center the employee is not assigned to, the message in the Shift on the Schedule under Scheduler > Schedules has been updated from Does not belong to the Team, and now reads Does not belong to the cost center.

Schedules: Weekly Scheduled Cost Column Added

WFR-38647: A new Weekly Scheduled Cost column has been added to the Schedules view under Scheduler > Schedules. This column will display the cost value for the week being viewed. For example, if the total scheduled cost for a schedule is set to 4 weeks, the cost for this period will display in the Total Scheduled Cost column. But in the Weekly Scheduled Cost column, only the cost for the week being viewed will display in this column.

Schedules: Employees Displaying on Schedules Regardless of Scheduled Cost Centers

WFR-35071: When the Convert Time Off Requests to Shifts and/or Convert Worktime Preferences to Shifts rule was added to Scheduler Settings, if employees had approved time off or defined availability/preferences, these employees displayed in schedules, regardless of the scheduled cost centers in use on the schedule. This occurred in all view types (View by Employee, View by Cost Center, and View by Day).

Schedule Settings: Date Tag in Shift Display Options

WFR-35322: A new Date tag is now available for use within the Shift Display Options in Schedule Settings under Scheduler > Schedule Settings. This tag allows for the Shift Date to be displayed on the Shift itself.

Security: Permission Added for Locked Schedules

WFR-34204: A new Edit Locked Schedules setting has been added to security profiles that will allow users to make edits to locked schedules. What the user is allowed to edit on a locked schedule is still controlled by other permissions granted in their security profile.
Previously, without this setting, if users needed to edit a locked and posted schedule, the schedule had to be unposted before edits could be made. This setting is part of the Schedules setting, located in the Scheduler section of the Modules tab of security profiles under Company Settings > Profiles/Policies > Security.

Security: Modify Shifts Setting Behavior Change

WFR-28513: The Modify Shifts security setting, which controls whether a user can add/edit shifts, is now limited to allow users to make changes to existing shifts only. Permissions to assign/unassign employees from a schedule have been extracted from Modify Shifts and is now its own permission settings. This setting is part of the Schedules setting, located in the Scheduler section of the Modules tab of security profiles under Company Settings > Profiles/Policies > Security.

Shifts: Drop Scheduled Shifts when Approved for Leave of Absence

WFR-37203: When a manager has created a Leave of Absence case with leave Time Entries for a day or days an employee is scheduled to work, the shift(s) the employee was originally scheduled to work can now be automatically removed. This option is configurable under Company Settings > Global Setup > Company Setup, in the Time Off Policies widget. The shifts are removed from the employee once the manager has created a case with leave time entries generated. Once the shifts are removed from the employee, they become open shifts on the schedule.

Shifts: Drop Scheduled Shifts when Approved for Time Off

WFR-36718: When a manager has approved an employee’s Time Off Request for a day or days an employee is scheduled to work, the shift(s) the employee was originally scheduled to work can now be automatically removed. This option is configurable within the Time Off Policies widget under Company Settings > Global Setup > Company Setup, and includes a setting to specify a minimum threshold for the shift to be removed. The shifts are removed from an employee once the manager has approved the employee’s Time Off Request, and shifts will also be removed if Time Off is entered directly into a Timesheet. Once the shifts are removed from the employee, they become open shifts on the schedule.

Skills: Skills on the Schedule View by Day

WFR-34680: Skills now display on the View By Day version of a Schedule under Scheduler > Schedules > View By Day in the following areas:

  • On the Print Preview of the Expanded View as an additional column
  • On the Collapsed View as a line item inside the shift frame
  • On the Print Preview of the Collapsed View as a line item inside the shift frame

     

Cross Product Enhancements

The following enhancements have been added to this release.

New! Employee Perspectives Functionality Added to the System

Employee Perspectives enables organizations to configure at-a-glance views, or scorecards, of employee performance, productivity and engagement. The system tracks employee data and metrics across a wide range of categories, we can calculate and expose the resulting scores to executives, frontline managers and employees to make informed decisions regarding employee performance.

Employee Perspectives delivers an at-a-glance view of employee data that can serve as a scorecard of key employee metrics. At the company level, organizations can create categories for their key employee metrics (e.g., risk, reliability, performance, happiness, etc.), which can be calculated by pulling existing information from the system, across sub-systems and modules. For example, a reliability score might be calculated based on how many times an employee clocked in late/early and how many absences the employee has. While the names of these categories remain the same across the organization, the way the scores are calculated and weighted for each employee may be different based on their role.

An Employee Perspectives User Guide has been created that covers configuration and use of this functionality.

The guide will be located under the Global heading of the navigation tree (Global then User Guides).

Download as follows:

  • For Partners - Log in to your Admin account and go to: Distribution > Tools > Download Documents.
  • For Workforce Ready Clients – Log in to your account and go to: Our Company > Service Provider Documents.

ACA: New Rules Within ACA Profile for COBRA Reporting

WFR-40207: Two new COBRA related rules, COBRA Reporting Active Employees and COBRA Reporting Terminated Employees, are now available within the ACA Profile to accommodate the AIR reporting requirements for COBRA.

ACA: Series 1 Codes for COBRA Reporting

WFR-40209: When employees are assigned new ACA Profiles containing the COBRA Reporting Active Employees and COBRA Reporting Terminated Employees rules, PART II of the Form 1095-C, Line 16, is now left blank.  The codes can be updated if needs be on the ACA Timeline under My Employees > Employee Information > Edit Employee.

WFR-40212: When employees are assigned new ACA Profiles containing the COBRA Reporting Active Employees and COBRA Reporting Terminated Employees rules, PART II of the Form 1095-C, Line 14 is now populated with the correct code based on how the COBRA plan is set up within the COBRA ACA Profile for active Employees and hard coded to 1H for terminated employees.

Access Control

Multiple enhancements and reports have been added to the Access Control module. They are listed below.

Workflow Tags Added for Generate Email Step

WFR-33349: New Tags such as {DOOR_LAST_OPENED_BY} have been added and are now available for use within the Generate Email steps of the Access Punch Workflow under Company Settings > Global Setup > Workflows > Access Punch Type.

Employee Access History Report Added

WFR-33347: A new report, Employee Access History, is now available under My Reports > Access Control > Employee Access History or Access Control > Reports > Employee Access History. This new report allows users to see each access entry for an employee including Zone, Punch Type, Punch Code, Intelligent Unit and Intelligent Unit Door.

Remote Device Access Report Updated

WFR-40841: The Remote Device Access report has been updated.  A new column displays Zones. The report will be located under My Reports > Access Control > Remote Device Access if Access Control is enabled in the company.  

Unknown Badge Usage Report Added

WFR-40840: A new report, Unknown Badge Usage, is now available under My Reports > Access Control > Unknown Badge Usage and Access Control must be enabled in the company to access the report. This new report will display details of devices where unknown badges have been used.

Zone Access Status Report Added

WFR-40839: A new report, Zone Access Status, is now available under My Reports > Access Control > Zone Access Status and Access Control must be enabled in the company to access the report. This new report will display details which employees and/or visitors are within a zone.

Zone Access History Report Added

WFR-40838: A new report, Zone Access History, is now available under My Reports > Access Control > Zone Access History and Access Control must be enabled in the company to access the report. This new report will display details which employees and/or visitors have attempted access within a zone.

Visitor Access History Report Added

WFR-40837: A new report, Visitor Access History, is now available under My Reports > Access Control > Visitor Access History or Access Control > Reports > Visitor Access History. This report displays data related to visitor access, and additional data such as Zone, Punch Type, Punch Code, Intelligent Unit Reader and Intelligent Unit Reader Door.

Global Settings: Worker Type Global List Definition Added

WFR-42287, WFR-42145 & WFR-43069: A new Worker Types definition has been added to Global List Definitions under Company Settings > Global Setup > Global List Definitions that will give you the flexibility to define your own employee types for tracking and reporting purposes. You can define each worker with a customized name and then select a Type to be associated with that name. The Type options are Contingent Worker, Contract Worker, Employee, or Temporary Worker.
The worker type definitions can then be used within employee accounts under My Employees > Employee Information within the Account Demographics widget under the Worker Type drop-down. The field name is hyper-linked to allow for quick additions to be made to the Worker Types definition list.

REST API: Update Employee External Id via REST
WFR-42227: The rest/v2/companies/{cid}/employees/{aid} endpoint has been updated.  The employee’s External Id is now updated with the value in the external_id field in response to a PUT request. The External Id can only be updated by the employee’s manager and the new id must be unique within the company.

REST API: Raw Punch Import Cost Center Support

WFR-38874: It is now possible to assign cost centers to punches when using the Time Punches API. To prevent issues with integration processes failing, the imported Cost Centers associated with raw punch data are not validated against the employee’s Limit Cost Center setting, the Cost Center’s Visible and Allow Time Allocation settings and Cost Center Tree’s Used settings. 

REST API: Payroll and Pay Statement APIs

WFR-27583: New REST APIs have been added to manage Payrolls and Pay Statements. The new functionality is available in Version 2.  The new APIs provide the functionality to get lists of payrolls, get detailed payroll information about specific payrolls, and create, update or delete specific payrolls.  Pay Statements can also be retrieved in lists or by specific pay statement, created, updated and deleted using the new API.
Refer to the API documentation for more details.

REST API: Lookups

This release includes numerous reference APIs for to support the new Payroll and Employee APIs.

  • Payroll Types
  • Pay Statement Types
  • Employee Types
  • First Screen
  • Locales
  • Object Lists
  • Pay Categories
  • Referrals
  • Reason Codes
  • Job Change Reasons
  • Pay Grades
  • Unions
  • Deduction Codes
  • Earning Codes
  • Tax Codes
  • Workers Comp Codes
  • Vendors

Refer to the API documentation for additional information.

 

 

 

An in-depth explanation of the descriptions above is available by clicking any of the following:

TLM  -  HR  -  Payroll  -  Scheduler  -  Cross Product


 

Copyright

© 2017 All rights reserved. Under copyright laws, this document may not be copied, photocopied, reproduced, or translated without prior consent of SaaShr / A Kronos Company.

All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only.

When using and applying the information generated by SaaShr products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that SaaShr products comply with any such laws.

 

Published by SaaShr / A Kronos Company

 

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