April 2018 Release Notes Summary

 To take place on May 3, 2018 from 11:30 pm to 4:00 am EST

A summary of the enhancements for the next system release is listed below. 
A further in-depth explanation of each product enhancement is available by clicking any of the following:

TLM  -  HR  -  Payroll  -  Scheduler  -  Cross Product

 

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.

Attestation: End of Day Prompt on Web Clock

WFR-20942: For companies using attestation, a new end of shift attestation prompt will now be presented to employees using the web clock when clocking out. The Attestation Workflow assigned to the employee’s Attestation Profile will work as follows:

  • Users can enter Notes or Reason Codes (if configured, and/or required.)
  • Users can select the Affirmative, Negative, or Cancel Buttons as with other prompts.
  • Cancel closes the prompt and the To Do Item remains in the employee’s To Do Item list.
  • Selecting Affirmative or Negative moves to the next step in the workflow.

CMS Payroll Based Journal Export Updated

WFR-65759: The CMS Payroll Based Journal template has been updated to include Version 3.0. The version is selected from the drop-down in the Select Export Format field. The CMS export is accessed from My Reports > Time & Labor > CMS Submission

Contracts

FTE Field Added to TLM + HR Companies

WFR-54793: For companies with both the HR + TLM sub-systems enabled, an FTE field has been added to the Employee Contract widget in Employee Information. This field allows users to set the Full Time Equivalency for the contract period and can be used for reporting purposes. This field was previously available to TLM only customers, but due to a conflict in Position Management within the HR sub-system, it was not available when customers also had the HR sub-system enabled. We have resolved this conflict and it will now be available when HR is enabled in any combination of sub-systems. 

Position Field Added to Contracts

WFR-54786 & WFR-54787: For companies who have TLM + HR (with Position Management enabled) will now be able to set a Position within Employee Contracts. These contracts are in the employee’s account in Employee Information, or under My Employees > Employee HR Maintenance > Employee Contracts.  When clicking the lookup icon, a list will display all past, current and future positions for the employee. The title of the field is hyperlinked, which will allow users with the proper security permissions to access Position maintenance.

After adding a position, a Populate button will display. When clicking this button, the Start Date, End Date, FTE and Yearly Hours from the position will automatically populate those same fields within the contract.

Position Field in Reports

WFR-54792: For companies who have TLM + HR (with Position Management enabled) and are using the Position field described above in WFR-54786, this field will now be available in the following reports.

  • My Employees > Employee HR Maintenance > Employee Contracts
  • My Employees > Employee Information
  • My Reports > System > Audit Trail > Employee Contracts
  • Scheduler > Schedules > Schedule By Employee
  • My Reports > Scheduler > Staffing > Summary By Employee

The information displayed in the Position column is displayed as a hyperlink, and when clicked, will open to position maintenance. The Position column can be added to the report through the Select Columns link and then saving the report. 

Employee Perspectives: Bradford Factor Rule Added

WFR-56064: For companies utilizing Employee Perspectives and Bradford Factor Profiles, a new BF Score rule has been added for Employee Perspective Profiles and is available under the Attendance category. The rule will allow you to set user-defined ranges and assign points to those ranges. The Look-back period has a maximum of 365 days and the Period can be either Pay Period or Week. Multiple rows with varying ranges can be added. Overlaps are not supported, and an error message will display if overlapping entries are found.   

The Employee Perspectives profile is located under Company Settings > Profiles/Policies > Employee Perspectives.

Imports: Dynamic Durations Support Added to Holiday Table Import

WFR-60148: For companies who have Dynamic Durations enabled, the Holiday Profile import template will now support Dynamic Duration Types, such as Full Day, Half Day, Fill Day, etc. The data from this template will populate Holiday Tables in the system, under Company Settings > Profiles/Policies > Holiday Tables.

The template is located under Company Settings > Imports > Overview in the Company Setup category. When the template is complete, it can be imported back into the system under Company Settings > Imports > Company Setup > Holiday Profiles

InTouch: New Icon Selections Added to Soft Key Configuration

WFR-67053: When configuring the soft keys for InTouch devices, you will now be able to select new icons for each of the supported soft keys. The new icons are round in shape and contain new graphics. When configuring the terminal, a new Icon Style setting will be available with a drop-down selection. The system will default to Old, which will use the current square icons. Selecting New will enable the use of the round icons. As soft keys are defined, the system will automatically assign the first icon in the list. You can change the default icon by clicking the magnifying glass icon and selecting a different icon.

 

Pay Calculations 1.0

Field Added for Daily Time Off Hours Premium Rule

WFR-40229: For Pay Calculations 1.0 companies, a new Apply When Tenure Reaches setting has been added to the Daily Time Off Hours Premium Pay Calculations rule, in the Conditions section under Company Settings > Profiles/Policies > Pay Calculations

The setting will allow a condition to be set so the rule will not apply unless an employee’s tenure reaches the defined threshold. Tenure equates with the number of days employed. The setting will support Days, Weeks, Months or Years. For example, if the setting is configured for 90 Days, the premium will not be applied to the employee until this threshold has been met.

New Multiplier Option Added to Calculated Holiday Based On Average Hours Worked Prior Rule

WFR-63313: The Calculate Holiday Based On Average Hours Worked Prior (v.2) rule will allow you to define how auto-populated holiday hours should be paid, based on average hours worked in either a specific period or for the whole period and allows you to define a specific look-back period to determine average hours worked. Selections included Days, Weeks, Months, and Pay Periods and is located under Company Settings > Profiles/Policies > Pay Calculations in the Holiday Pay category.

We have now added a new Multiplier field which will allow the settings in the Average Hours section to be multiplied by a user-defined amount. The setting will work with both Time and Amount & Time calculations.

While this new setting and rule may be useful for multiple types of companies and situations, this will help companies in Alberta, Canada stay in compliance with statutory holiday rules in their region.

 

Pay Calculations 2.0

Contract FTE Field Added to Available Expressions

WFR-54794: For Pay Calculations 2.0 companies, the Contract FTE field will now be available in pay rules that have access to set expressions to specify a counter value, such as in the Set Counter (v.2) and Sum Up Time Off Hours By Day To Default Counter (v.2) rules. This field will also be available in Counter Conditions fields. When multiple contracts are active, and this field has been used in pay rules, the system will sum up the total FTE.

Modify Only Worked Time Entries Added to Calculate Overlapping Time Entries Rule

WFR-57309: A new Modify Only Worked Time Entries checkbox has been added to the Calculate Overlapping Time Entries Pay Calculation rule in the Misc category under Company Settings > Profiles/Policies > Pay Calculations. This rule will allow you to define how overlapping time entries, such as worked time and time off entries, should be processed.

This new setting is only available when also enabling the Net Of Overlapped Time setting, which considers the net value of overlapping entries, rather than the sum of overlapping entries. The two settings work together. If a time off entry overlaps with a worked time entry, the rule will reduce the worked time and maintain the full value of the time off entry. 

Ignore Day Divide Setting Added to Unpaid Break Rule

WFR-50316: A new Ignore Day Divide checkbox has been added to the Planned Unpaid Breaks Pay Calculation rule, in the Breaks And Lunch category under Company Settings > Profiles/Policies > Pay Calculations. When checked, the company’s day divide, i.e., 12:00am, will be ignored if the From/To entries in this rule cross that day divide. This setting will ensure that the system recognizes the full break and does not incorporate and reset the “day” when processing this rule.

For example, prior to this new setting, a planned unpaid break from 01:00am – 01:30am was not triggered if the worked time was 10:00pm – 06:00am. Now, with the checkbox checked, it will correctly deduct the unpaid break from 01:00am – 01:30am during that shift.

Deduct Lunch and Breaks from Time Off

WFR-6668: Companies will now be able to deduct lunches and planned unpaid breaks from time off set for a day, if the time off occurs at the time the break would be deducted. The Deduct Lunch and Deduct Break rules have been updated with new version numbers; Deduct Break (v.2) and Deduct Lunch (v.4) and are located in the Breaks and Lunch category of rules under Company Settings > Profiles/Policies > Pay Calculations.

  • If a time off in the timesheet is entered with Start/Stop times, the deduction will occur. The deductions will not work with any bulk time off entries. 
  • No additional settings have been added to the rule. Only the behavior of the rule has been updated.
  • The description of each rule has been updated to include time off.
  • A new warning message for Dynamic Durations has been added: Dynamic Duration Time Offs are considered as bulk entries for this rule.

New! Apply Weighted Average Overtime Rate Rule

WFR-64434: A new Apply Weighted Average Overtime Rate pay calculations rule has been added for Pay Calculations 2.0 companies. This rule applies weighted average overtime rates to an employee’s time. Using this rule can simplify or replace the configuration of weighted average overtime done in Pay Prep, thus creating correct rates and amounts which will display in timesheets and reports. Having this data readily available allows employees and managers to easily identify total pay and then run historical reports that accurately show exact labor costs. 

The rule performs the calculation on the last day of the week for calculated time. If the week is split between two pay periods, the rule will be applied to the second pay period. 

This rule is located under Company Settings > Profiles/Policies > Pay Calculations in the Rates category.

Calculation OT Based on Schedule Cycle Added to Apply Counter Limits Rule

WFR-55260: The Apply Counter Limits pay calculations rule allows you to apply limits to a counter and what should happen to any amounts that exceed the limit.

To facilitate a use case which required a cumulative counter to be limited and moved to the respective counters on the first day of a schedule cycle, the Apply Counter Limits pay calculations rule now allows you to set the Frequency setting to Schedule Cycle Start and Schedule Cycle End as valid options. With these settings, all hours are limited for the employee schedule cycle and moved on either the first or last day of that cycle regardless of the pay period end. 

The rule is located under Company Settings > Profiles/Policies > Pay Calculations, in the Counters category.

New Multiplier Option Added to Average Hours Based on Period (v.2) Rule

WFR-68942: The Average Hours Based on Period (v.2) rule applies the average hours based on a defined period to a counter. The rule is located under Company Settings > Profiles/Policies > Pay Calculations in the Holiday Pay category.

We have now added a new Multiplier field which will allow the settings in the Average Hours section to be multiplied by a user-defined amount. The setting will work with the Holiday Table, Time Off or both.

While this new setting and rule may be useful for multiple types of companies and situations, this will help companies in Alberta, Canada stay in compliance with statutory holiday rules in their region.

Assign Cost Centers On Matching Setting Added to Match Schedules Rule

WFR-58716: Within the Pay Calculations 2.0 Match Schedules rule, which is a default rule added to all profiles, a new Assign Cost Centers On Matching setting has been added. This setting, when checked, will take time that starts/ends outside a scheduled shift and assign the worked time and worked cost centers to the nearest shift. If a break occurs during this period, that time will allocate to the first shift.

 

Reports

Time Off Roster Report: PDF Export Added

WFR-64070: The Time Off Roster report, under My Reports > Time & Labor > Time Allocation, will now be able to be exported in PDF when clicking the Export link in the report. Time offs pending approval are displayed in yellow and approved time offs are displayed in green. 

Attendance Board Report: Employees Not in Payroll Added to Report

WFR-22230: Employees with a status of Not in Payroll will now display in the Attendance Board Report under My Reports > Time & Labor > Time Allocation > Attendance Board. A new Include Employees Not In Payroll checkbox has been added to the report, and when checked, will include these employees. Employees not in payroll, but with a status of Is Terminated will be included in the report using this setting. The new setting will also be available in the Attendance Board widget in employee dashboards.

Timesheet Profiles: Approve/Reject Disclaimers Added

WFR-68916 & WFR-66640: The disclaimer for managers that can be defined within the Manager Policies widget in timesheet profiles previously only displayed for the non-workflow approve/reject process. We have now extended these disclaimers to display to managers in the workflow process when they approve or reject an employee’s timesheet.

No additional configuration is required within the Approve/Reject step of the Timesheet Workflow. When a manager approves or rejects a timesheet, as long as the disclaimer message has been defined in the Timesheet Profile, the disclaimer will display. It will display from To Do Items, from the Timesheets Awaiting My Approval widget, and from the Pending Approval Report. These disclaimers will not display when mass approving/rejecting by selecting multiple employees from the widget or report.

Timesheets: Change Request to Support Dynamic Durations

WFR-62143: For companies who have enabled Dynamic Durations, i.e., time off segments where full days, half days, etc. can be used, Timesheet Change Requests will now support those time segments.

Dynamic Durations are enabled at the company level. Once enabled, certain fields within the system will display options to support these durations of time. The Modify Time Off change type for a Change Request will contain a Duration drop-down, where configured durations can be selected. The durations shown are set within the Time Off under Company Settings > Global Setup > Time Offs.

Workflows

In this release, we are continuing our efforts to support functionality available within the non-workflow process (Notifications) and make them available in workflows, or in conjunction with workflows. This work is being done to support approvals for the New UI, which can only be done via workflows. The enhancements for this effort are listed below.

Generate Email Settings Added to Time Off Request Default Workflow

WFR-44603: The Time Off Request Default Workflow now contains settings that will mimic the process for non-workflow approval notifications. When selecting Add Default from Company Settings > Global Setup > Workflows, and selecting the Time Off Request workflow, a Generate Email checkbox has been added, and when checked, the workflow will automatically add Generate Email steps to the workflow. If unchecked, these steps will not be automatically added, but can be manually added. The setting will be checked by default.

Time Off Request - Generate Email Step - Cost Center Manager Option Added

WFR-57097: The Generate Email step within the Time Off Request workflow will now contain the option to route the request to the cost center manager of the employee making the request. For example, if an employee is working in CC1, and the time off request should be handled by the manager of CC1, this new option will allow that manager to be notified and then process the request.

Within the Send Email To setting, the drop-down will now contain the Cost Center Manager option, and when selected, any designated cost center manager will receive a notification and To Do item for the request.

Time Off Request Workflows to Support TOR Email Notifications

WFR-63269: The Time Off Request Notifications that can be configured under Company Settings > Global Setup > Notifications, can now be configured to work as they normally do and will work in conjunction with a Time Off Request Workflow. Rather than setting up notifications through workflow steps, companies can now use simple notifications for the action taken on a Time Off Request, such as Approved, Changed, Rejected, Requested, and Canceled.

Time Off Request – Approve/Reject Step - Cost Center Manager Option Added

WFR-48514: Additionally, Managed Cost Center functionality has been added to the Time Off Request Default Workflow to provide the same options as non-workflow notifications. Within the Approve/Reject step of the workflow, in the To Be Completed By drop-down, the Cost Center Manager option has been added. When selected, time off requests will be sent to the manager associated with the cost center set in the request. 

 

HR Enhancements

The following enhancements have been added to this release.

Benefit Plans: Guaranteed At Section of Benefit Plans to Update Immediately Upon Change

WFR-64204: Within an employee’s Benefit Plan, the Guaranteed At section will now update amounts immediately when a Coverage Level is changed. Any system messages related to the change will display in this section. Previously, this section did not update, and messages were not displayed until the user clicked Save.

Additionally, in the Use Date area, Period Of Enrollment and Period Of Service have been updated to Years Of Enrollment and Years Of Service to more accurately reflect the periods. 

Benefit Plans: New Error Message for Multi EIN Companies When Assigning Deduction/Earning Code

WFR-63497: In a Multi EIN company, when a benefit plan has a deduction attached that does not have an EIN associated to it, and the benefit plan is added to an employee, a new error message will display that more accurately reflects the error. The new message reads Deduction/Earning code associated with the selected benefit plan is not available for this employee’s EIN. The previous error message read Employee is not eligible for benefit plan.

Benefit Plans: Plan Cost for Employee/Employer Separate Options in Employee Account PDF

WFR-43986: When downloading PDF information from an employee’s account, users will now be able to select whether to include employee or employer plan cost amounts for Benefit Plans. This is done when opening an employee’s account under Employee Information by clicking the Download PDF button. On the pop-up screen, selections can be checked/unchecked for inclusion in the PDF. In the Benefit Plans section you will now have the separate options of:

  • Plan Cost (Employee Portion Only)
  • Plan Cost (Employer Portion Only)

Benefit Plans: Benefit Questionnaire Message When Updating Demographics

WFR-63151: The default confirmation message displayed to employees after updating and submitting a benefit questionnaire form has been updated. The new default message will read Clicking OK will submit this Questionnaire to the appropriate person. Companies can use the default message or create a customized message under Company Settings > HR Setup > Form Questionnaires

Benefit Plans: Benefit Related Custom Fields for Discount/Increase Premiums

WFR-25234: Custom Fields defined for Benefit Plans can now be configured to adjust the Premium for the plan by a specified flat dollar amount or a percentage of the Premium. For complete details, refer to the HR Release Notes for April, 2018.

Benefit Plans:  Separate Error Messages for Spouse and Children

WFR-62950: Separate error messages will now display for benefit plans requiring spouse or children selections and those selections were not made when saving the plan. Additionally, tooltips have been added to the Identify Spouse and Identify Children selections of Coverage Levels. These icons will dynamically display depending on the benefit type chosen, and if that type requires spouse or children to be identified.

Benefit Plans: Dependent Eligibility Options for Age, Age and Full Time Student, Age and Disabled

WFR-6167: To provide users with the ability to represent the polices for their benefits more accurately, the Dependent Eligibility for Benefit Plans under Company Settings > Profiles/Policies > Benefits > Plans has been updated and now includes the following configurable options:

  • Do not allow participation if dependent is over age __
  • Do not allow participation if dependent is over age __ and is not full time student
  • Do not allow participation if dependent is over age __ and is not disabled

Users can specify the age at which a dependent is no longer eligible to participate in a benefit plan based upon age only, if they are/are not a full-time student, and/or if they are/are not disabled.

Additional details and examples can be found in the HR Release Notes for April, 2018.

Benefit Plans: Dependent Age Eligibility to Enroll and End Coverage

WFR-59278: Users can now specify what day, up to the Coverage End Date for the Benefit Plan, dependents are able to enroll in a plan as well as when the coverage will end. Three options, Birthday Year Last Day, Birthday Month Last Day, and Birthday are available for selection to define when the enrollment and end of coverage can/will occur. The options function as follows:

  • With the Birthday Year Last Day option set for the Eligible to enroll up to Dependent's drop-down, users can add dependents until the end of the current year in which the dependent reaches the age listed.
  • With the Birthday Month Last Day option set for the Eligible to enroll up to Dependent's drop-down, users can add dependents until the end of dependent's birthday month in which the dependent reaches the age listed.
  • With the Birthday option set for the Eligible to enroll up to Dependent's drop-down, users can add dependents up to their birthday on which the dependent reaches the age listed.

Contracts: FTE Field Added to HR Companies

WFR-54793: For companies with both the HR and TLM sub-systems enabled, an FTE field has been added to the Employee Contract widget in Employee Information. This field allows users to set the Full Time Equivalency for the contract period and can be used for reporting purposes. This field was previously available to TLM only customers, but due to a conflict in Position Management within the HR sub-system, it was not available when customers also had the HR sub-system enabled. We have resolved this conflict and it will now be available when HR is enabled in any combination of sub-systems. 

Custom Fields: Available HR Custom Fields

WFR-68953: Users can now enable and configure up to 100 HR Custom Fields, all of which can be added to Custom Forms as needed, under Company Settings > HR Setup > Custom Fields. The Applicant Custom Fields, which map to the HR Custom Fields, have also been updated. Users can now enable and configure up to 100 Applicant Custom Fields under Recruitment > Configuration > Configuration > Applicant Custom Fields.

Custom Forms: Additional Fields Added to Employee Type

WFR-69191: The following fields are now available in Custom Forms under Employee Type:

  • Pay Grade Name (Active pay grade)
  • Pay Grade Description (Read only)
  • Dates: Custom Date 1
  • Dates: Custom Date 2
  • Dates: Custom Date 3
  • Dates: Custom Date 4
  • Dates: Custom Date 5

Employee Perspectives: Incidents (Totals) Rule Label Updated

WFR-66548: A label within the Incidents (Totals) rule for Employee Perspectives profiles has been updated to better identify the function of conditions in the rule. Employee Perspectives Profiles are set under Company Settings > Profiles/Policies > Employee Perspectives. In the Conditions section of the rule, the label over the first two columns now reads If Total Is Between. Previously, it read If Total Incidents Between.

Employee Perspectives: New! Certifications - Time Take To Complete Rule Added

WFR-63083: A new Employee Perspectives Profile rule has been added to the Certifications category under Company Settings > Profiles/Policies > Employee Perspectives. The Time Taken To Complete rule can be used by managers when an employee’s position requires a mandatory certification to be completed and allows managers to predict the overall cases of the individuals on the team who must complete certifications and the impact on performance and compliance. The rule allows parameters to be set, and points to be calculated for the time it takes the employee to complete the certification from the date of creation (when a certification is added to an employee account.)

Exports: New Hire Reporting

WFR-64170: After your company has enabled the New Hire Reporting widget by EIN in Edit Company, new hire reporting data can be exported under Company Settings > System Data Export > Data Exports. The system supports Multi State Employer New Hire Reporting, meaning all new hires, regardless of work state will be reported to the state selected in the New Hire Widget.  Before this release, this widget applied to the entire company. Now multi EIN companies can designate their new hires to be reported a different state by EIN. 

Additional details about the export is available in the Payroll Release Note for April, 2018.

Exports: New Hire Reporting Data Exports Added

Multiple New Hire Reporting Data Exports for U.S. states have been added to the system under Company Settings > System Data Export > Data Exports. After navigating to this menu path and clicking the New Data Export button, the states are displayed in the list of available export types. For the complete list, refer to the HR Release Notes for April, 2018.

E-Verify: New Version

WFR-56422: The system is now integrated with Version 29 of E-Verify. Customer data for cases initiated on Version 28 has been migrated to the new version and customers can continue working on those cases.

HR Actions: Transfer of Employees from one EIN to Another

WFR-66834: We are beginning the process of enabling the transfer of employees and their data from one EIN to another through HR Actions. This will be a phased roll-out with some action items being made available in this release, and more in future releases.

Previously, to move an employee from one EIN to another, the employee had to be manually terminated in their existing EIN and then hired in the new EIN. With this HR Action, employees can be transferred to their new EIN and the action items included in the HR Action will transfer that employee data along with the employee. By using an HR Action Termination Workflow, the Termination Date will be updated in the old EIN and the Hire Date will be added to the new EIN, thus automating the process.

In this release, we have added the HR Action Sub Type: EIN Transfer for the HR Action Type: My Employee Action Request.

The following Action Items are available in this release:

  • Benefit Plans (will include any associated documents and custom fields)
  • Deductions (will include any associated documents)
  • Earnings (will include any associated documents)
  • Hired (will be added by default)
  • Name (will be added by default)
  • Pay Period Profile (will be added by default)
  • Personal Settings (will be added by default)
  • Started (will be added by default)

NOTE: Year to Date amounts are not carried over when employees transfer to another EIN. This is by design, so earning and deduction amounts start fresh after the employee transfers.

 

Performance Management: Custom Component Descriptions Expanded

WFR-66029: In the February 2018 system release, we introduced a new menu option to allow you to define a custom description for Performance Review Competencies, Core Values, and Goals under Company Settings > HR Setup > Performance Review > Custom Description or (using the pencil icon to Edit Component Description from within a Performance Review Profile under Company Settings > HR Setup > Performance Review > Review Profiles.)

In this release, we are expanding this functionality.

  • Under Competency Descriptions, we have added custom descriptions for Company and Jobs.
  • Under Goals Descriptions, we have added custom descriptions for Personal, Company, and Shared goals.

Position Management

Multiple enhancements have been added to Position Management functionality and are summarized below. For additional details, refer to the HR Release Notes for April, 2018.

Position Management: Position Hierarchy Chart

WFR-58735: For companies with Position Management enabled, a new Position Hierarchy Chart menu option is now available. The chart can be accessed under Our Company > Position Hierarchy Chart. The chart is divided into left and right panes. The left pane displays the organization in a tree hierarchy; while the right pane displays the organization in a graphical format, each position will display information on the budget and the position assignments. The position label is a hyperlink, and when clicked, will redirect the user to the respective position page. 

Position History: Directly Reports To and Indirectly Reports To Added to Report

WFR-64926: The Directly Reports To and the Indirectly Reports To fields will now be added to the Fields column of the Position History report. This report is accessed under Company Settings > HR Setup > Positions, and then clicking the Edit icon to view the position, and then clicking the Position History button.

Position Headcount Summary Report: Position ID and Employee Names Added

WFR-70091: The Position ID and Employee Name fields are now available for inclusion in the Position Headcount Summary report using Select Columns under My Reports > HR > Position Management > Position Headcount Summary. The employee names listed will reflect the assignments as of the selected dates.

Position Management: Exceptions for Reports-To Position: Position ID Added

WFR-70086: The Position ID field is now available for inclusion in the Exceptions for Reports-To Position report using Select Columns under My Reports > HR > Position Management > Exceptions for Reports-To Position.

Position Management: Employee Assignments Report

WFR-59578: A new report, Employee Assignments, is now available under My Reports > HR > Position Management > Employee Assignments. This report displays the assignments for employees, allowing users to view one report to determine who is assigned to which Positions at the same time instead of Position by Position or Employee by Employee.

Position Management: Validating Assignments Of A Position When Made Inactive

WFR-65071: The system will generate a validation error message when attempting to change the status of a position from active to inactive (i.e. on unchecking the ‘Active’ checkbox and saving), if any of the following condition(s) satisfy:

  • There exist one or more effective assignment(s) for the position as on date.
  • There exist one or more future assignment(s) for the position as on date.

Position Management: Validating Positions That Report To A Position When Made Inactive

WFR-65577: The system will generate an error message when attempting to change the status of a position from active to inactive (i.e. on unchecking the ‘Active’ checkbox and saving), if any of the following condition(s) satisfy:

  • There exist one or more position(s) which is both Active and Effective as on date and directly reports to this position.
  • There exist one or more position(s) which is both Active and Effective as on date and indirectly reporting to this position.

Position Management: Validating Positions That A Position Is Reporting To

WFR-65080: The system will generate an error message when updating the ‘Directly Reporting To Position’ or ‘Indirectly Reporting To Position’ fields, if any of the following condition(s) satisfy:.

  • If the selected position from the lookup is not active as on date.
  • If the selected position from the lookup is not effective as on date.

Position Management: Assigning an Employee To Active Positions Only

WFR-65588: When assigning an employee to a position via ‘Assignments To Positions’ widget under Employee Information, the ‘Position’ field of the ‘Assign Employee’ pop-up will only allow the display and selection of active positions as of date on both the suggestive search list and lookup window. 

Position Management:  Assign Employee Button Unavailable When Position is Inactive

WFR-65081: When users attempt to edit a position under Company Settings > HR Setup > Positions, the Assign Employee button in the Position screen will become disabled, i.e. grayed out, when the position is made inactive by unchecking the Active checkbox and saving the position. To enable the Assign Employee button in order to assign employees to the position, update the position status to active by checking the Active checkbox and saving the position.

Editing Employee Assignment When Position Is Not Active

WFR-65795: Users are not permitted to edit employee assignments from a date in the past to a current or future date relative to the Effective dates for the inactive positions (i.e. the Active checkbox is unchecked) via either the Positions under Company Settings > HR Setup > Positions, or the employee page under My Employees > Employee Information.

Position Management: Warning Message for Overlapping Assignments in Same Position

WFR-59552: In the February 2018 system release, we created an error message to display to users when attempting to create a duplicate position assignment for the same employee and date range within a position under Company Settings > HR Setup > Positions. We are now adding a warning message if users attempt to assign an employee to a position where the employee is already actively assigned, and the dates overlap. For full details, refer to the HR Release Notes for April, 2018.

Employees Imports with Jobs and Positions

Changes to jobs and positions can affect some employee attributes. New rules are enforced to ensure consistent behavior of default employee attributes that are affected by job defaults or positions when employees are hired or updated via imports. Full descriptions of the rules applied when importing employees can be found in the HR Release Notes for April, 2018 for the following:

  • Job Updates for Existing Employees with Position Management (XML imports)
  • New Employees with Position Management (XML and XLS imports)
  • Existing Employee Updates with Position Management (XLS imports)
  • Succession Profile and the Employees Import (XLS imports)
  • Employees (Small Business Edition) Import with Position Management
  • Validation for an Inactive Position in the Employee Position Assignments Import
  • Duplicate Assignment Validation for the Employees Import – Terminated Employees
  • Warnings for Import of Overlapping Assignments for Same Position

 

Validation for Security Access for Reports for Existing Security Profiles

In case where position management security settings are not specified, reports affected by those settings are automatically disabled in the security profiles.

WFR-57628: If the Employee Assignments drop-down is showing as blank on a Security Profile under Company Settings > Profiles/Policies > Security, on the HR tab, in the Position Management section, the checkbox for the Employees Missing Primary Position report will be disabled/greyed out on the Reports tab, in the Position Management Reports section.

In addition, if the Positions drop-down is showing as blank on a Security Profile under Company Settings > Profiles/Policies > Security, on the HR tab, in the Position Management section, the checkboxes for the following Reports will be disabled/greyed out on the Reports tab, in the Position Management Reports section:

  1. Position Headcount Detail
  2. Exceptions for Reports-To Position
  3. Position Headcount Summary

WFR-57629: The validations applied above have been applied to existing security profiles.

Positions: Succession Profile Default Support

Succession profiles can now be included in defaults for profiles for positions and jobs. The rules to ensure consistency when updating jobs or positions for employees are fully defined in the HR Release Notes for April, 2018.  Included in the release notes are descriptions of the following updates:

  • Succession Profile on Default Widgets for Positions
  • Succession Profile Default Passed from Job to Employees on Save Job
  • Succession Profile Default Based on Jobs
  • Succession Profile Default from Job Import
  • Succession Profile Default from Position to Employees
  • Succession Profile Default from Position to Employees When the Position is Updated
  • Succession Profile Default Based on Position When Assigned Via Import
  • Succession Profile Default Based on Position When Enabled/Disabled
  • Succession Profile Default Based on Positions Assigned via Edit Employee
  • Succession Profile and HR Actions
  • Succession Profile on Company/EIN-Level Defaults
  • Succession Profile Default from Job when Creating/Updating Position
  • Mass Edit Succession Profile – Change/Clear Job
  • Mass Edit and Succession Profile – Applying Defaults
  • Succession Profile is Included in Position Defaults Nightly Job
  • Succession Profile in Jobs Import

Recruitment: Job-Related Questions and Cover Letter & Apply Moved to Progress Wizard Pane

WFR-62186: Within the Applicant Portal, the job-related questions within a Questionnaire that is attached to a Job Requisition, will now be presented to Applicants as a tab (Job Related Questions) within the left pane progress wizard. Previously, Job Related Questions was a separate page.

WFR-64559: Similarly, the Cover Letter & Apply page will also be placed within the progress wizard as the last tab. This will allow the Applicant to add their cover letter details and then submit their completed information to apply for the job. Previously, this was also handled as separate pages outside the wizard. 

Recruitment: Resume Incomplete Application

WFR-64513, WFR-64522: Within the Applicant Portal, the system will now retain an Applicant’s progress and stopping point in the Apply For Job process if he/she logs out without completing the process for any reason, and then logs back in. By navigating to My Applications, an Applicant can now view any Incomplete Applications they may have outstanding.

Applicant Portal: Update Professional References Tab

WFR-70139: Updates have been made to the Professional References tab in the Applicant Portal to make it more consistent with the changes already made to the Work Experience/Education tabs.

Unnecessary chevrons, capitalization in the Show Details/Hide Details options, and inconsistent verbiage have all been corrected. In addition, the Clear functionality has been redesigned in accordance with the changes made to the Work Experience/Education tabs for consistency, easier recognition and use.

Recruitment: Improved Process For Applicants To Add Schools

WFR-63396: Within the Education tab in the Applicant Portal, the process for adding school data has been made easier for Applicants in the new Applicant Portal. New school information can be added on the fly using the + Add Another School option. This allows an Applicant to enter one school entry after another without having to utilize a drop-down list to specify the number of schools as in the classic portal.

Additionally, the Clear entry data option has been redesigned to match its usage in other areas; it is now spelled out as Clear . Lastly, the Delete entry option has been moved from within the expanded entry view to the School level for easier access without having to expand an entry.

Improved Process For Applicants To Add Companies

WFR-40909: Within the Work Experience tab in the Applicant Portal, the process for adding company data has been made easier for Applicants in the new Applicant Portal. New company information can be added on the fly using the + Add Another Company option. This allows an Applicant to enter one company entry after another without having to utilize a drop-down list to specify the number of companies as in the classic portal.

Additionally, the Clear entry data option has been redesigned to match its usage in other areas; it is now spelled out as Clear . Lastly, the Delete entry option has been moved from within the expanded entry view to the Company level for easier access without having to expand an entry.

Applicant Portal: Flow Improvement and Progress Bar Updated

WFR-58774: When an Applicant applies for a Job using the new Applicant Portal, a redirect now occurs, taking them to the My Applications tab to view their completed application.

WFR-62185: For applicants using the new applicant portal, improvements have been made to allow the user to visually know where they are in the process of either applying for a job or in completing their user profiles. The progress bar and information shown, such as percentage complete and other messages, will clearly display in various colors depending where the user is in the process and will display for both profile completion and the job application process.

Applicant Portal: City and State Updates Based on Zip Code

WFR-70283: When the zip code is manually updated by an Applicant in the Address section, the State and City are automatically updated based upon the zip code entered.

Applicant Portal: DBA Name for Login Screens

WFR-69370: The DBA Name functionality configured under Company Settings > Global Setup > Company Setup, on the Company Info tab, in the Company Address section, will now display within the new UI for the Applicant Portal.

The company DBA Name will display for applicants on the following pages:

  • Applicant Apply To Job page
  • Career Search page
  • Applicant Login page

Applicant Portal: Redirect Pages

WFR-69449: Users utilizing the new Applicant Portal will now access the pages for the new portal only. Users utilizing the classic Applicant Portal pages will not be redirected to the pages for the new Applicant Portal.

When the new Applicant Portal is properly enabled in a company, Applicants who visit the following pages will receive the new experience, and will be redirected to the New UI Careers Search page (.careers?CareersSearch):

.jobs?JobSearch=1

.jobs?ShowAllOpenings

Applicant Portal: Instructions

WFR-69450: Users utilizing the new Applicant Portal will now see the appropriate URL instructions for the new portal only and will no longer see the classic Applicant Portal URL instructions within Job Requisitions > Instructions tab and within Recruitment > Configuration > Configuration > Instructions tab.

WOTC: Validate Credentials on WOTC Configuration Page

WFR-60151: For companies with the WOTC Integration with TCC Marketplace feature enabled, the Applicant Profile WOTC tab is enabled by default when credentials are entered on the WOTC Configuration page under Our Company > Marketplace, on the Installed tab. If incorrect credentials were entered, the WOTC tab displayed to Applicants was blank.

Now, an API has been implemented by TCC to validate the credentials, Username and Password, and alert clients when incorrect credentials have been entered. This will eliminate the display of a blank WOTC tab for Applicants.

NOTE: Currently, the Partner Code is not included in the validation process. Validation for the Partner Code is being developed and will be available in a future release.

Reports: Turnover Statistics Report - Average Active Count Per Day

WFR-21015: A new option, Use Average Active Count Per Day For Turnover Calculation, is now available for use within the Turnover Statistics report under My Reports > HR > Turnover > Turnover Statistics. When enabled, this option defines the active number of employees each day for a period, sums up the numbers, and divides the sum by the number of reviewed days. The result displays as the Active Count in the report.

Succession Planning: Succession Profile in Jobs Import

WFR-64835, WFR-64867, WFR-64868: With the addition of the Succession Profile to the Jobs screen, it has also been added to the Jobs import template under Company Settings > Imports > Overview. Two new fields have been added, Succession Profile and Succession Profile Override, which allow users to define the default Succession Profile for the Job, in addition to the correct setting for the Allow Override At Employee Level option.

 

Payroll Enhancements

The following enhancements have been added to this release.

Proxy Bank Account Transactions Report

WFR-64171: When employee checks are issued on an Admin (Trust Account) Bank Account, companies can now view the transactions to verify if checks are cleared, returned, outstanding, etc. Users can now view Bank Account Transactions issued from an Admin Trust Account on behalf of the company within Company Settings > Payroll Setup > Bank Accounts > View Transactions (for the Trust Account).

Additional information is available in the Payroll Release Notes for April, 2018.

Returned Options Now Available in Bank Account Transactions

WFR-64114: Within the View All Transactions report of Bank Accounts, under Company Settings > Payroll Setup > Bank Accounts, new options for returned checks are now available.

  • A new Return Selected button will be available to mark one or more checks as returned.
  • An option is available to remove the Returned status that was previously applied to a check.
  • New columns for Returned and Returned Date are now available for addition to the report. The Returned column displays a ”Y” when a check has been marked as returned. The Returned Date field will display the date a return status is removed.
  • A Return Transaction icon is also available to individually process single checks, rather than using the Return Selected button.

Detailed information about the rules for returning checks is available in the Payroll Release Notes for April, 2018.

Exports: New Hire Reporting

WFR-64170: After your company has enabled the New Hire Reporting widget by EIN in Edit Company, new hire reporting data can be exported under Company Settings > System Data Export > Data Exports. The system supports Multi State Employer New Hire Reporting, meaning all new hires, regardless of work state will be reported to the state selected in the New Hire Widget.  Before this release, this widget applied to the entire company. Now multi EIN companies can designate their new hires to be reported a different state by EIN. 

Additional details about the export is available in the Payroll Release Note for April, 2018.

Exports: New Hire Reporting Data Exports Added

Multiple New Hire Reporting Data Exports for U.S. states have been added to the system under Company Settings > System Data Export > Data Exports. After navigating to this menu path and clicking the New Data Export button, the states are displayed in the list of available export types. For the complete list, refer to the HR Release Notes for April, 2018.

Forms: 2018 Federal W-4 Form

WFR-61462: The Federal W-4 Form for 2018 is now available and can be added by employees under My Account > My Forms > Withholding, by selecting 2018 in the Year drop-down and choosing the Federal W-4. The forms can be viewed under My Employees > Forms > Withholding.

Forms: 2018 State Withholding Forms

WFR-69996, WFR-71217, WFR-71558, WFR-69983:  Employees can now access the most current state withholding forms by navigating to My Account > Forms > Withholding, clicking the Add New Withholding Form button and selecting 2018 as the year. All state forms have been updated to the most current versions available as of March, 2018. If states release additional updates, the updates will be included in a future release.

Manage Payroll: Sync Time

WFR-63042: After selecting the batch and clicking Sync Time, users will now be taken back to the Payroll Prep screen. Previously, the system stayed on the Sync Time screen after clicking. Sync Time will continue to run until completed. 

Any errors occurring during the Sync Time run will now be displayed on the Payroll Prep screen instead of the Sync Time screen.

Manage Payroll: Deleting Batches from Sync Time

WFR-66609: After running Sync Time, and then selecting a batch to be deleted, the system will return users to the Payroll Prep screen. Previously, the system stayed on the delete page.

Manage Payroll: Message Pop Ups in View All Payrolls Page

WFR-72029: On the View All Payrolls page under Manage Payroll > Manage Payrolls > View All Payrolls, messages and warnings columns have been added. If you are using the [Default] view, these columns will automatically populate on the view. If you are using a custom view, you will need to add these columns to your view.  Full details are provided in the Payroll Release Notes for April, 2018.

Notifications: Notification E-Mail When Check is Voided

WFR-63644: A new notification, Check Voided, is now available under Company Settings > Global Setup > Notifications in the Account category, where the Event is Check voided and the Description is Send email when employee check is voided. The same notification is available from within an Admin Company under Maintenance > Admin Company > Notifications. Additional details are available in the Payroll Release Notes for April, 2018.

Reports: New! Master Data Changes Report

WFR-52828: The Master Data Changes Report is now available within My Reports and from the Payroll Prep Process View Payroll step within specific payrolls. This report enables payroll administrators to audit employee data for accuracy. The report shows additions, deletions and updates made to employee identification, status, compensation, deductions and more.  For full details, refer to the Payroll Release Notes for April, 2018.

Reports: Pay Statement Record History

WFR-51433: PA PSD codes can now be added to the Pay Statement Records History report, under My Reports > Payroll > Pay Statement History. Two columns can be added: PSD Code: Resident and PSD Code: Non-Resident. Values in those columns will be populated when a Pennsylvania local Earned Income Tax is used in a pay statement.

TCC WOTC Payroll Export Automation

WFR-63129: When a payroll is delivered, and a company uses the Tax Credit Co. Work Opportunity Tax Credits (TCC WOTC) payroll export, users now have an option to transfer the file to TCC automatically. A new widget, TCC Payroll Settings, can be added using the Edit Tabs under Company Settings > Global Setup > Company Setup. The TCC Auto Delivery option can be enabled and configured within this new widget. Full details are available in the Payroll Release notes for April, 2018

 

Scheduler Enhancements

The following enhancements have been added to this release.

Employee Perspectives: New Shift Swap Rules Added to Profiles

WFR-61017, WFR-66794, WFR-66793: New Scheduler rules have been added to Employee Perspective Profiles under the Scheduling category. These rules will allow scoring based on how many shift swaps are approved by managers, and how many shift swap requests were made by employees.

Reports: Roll Call Report

WFR-60019: The match criteria within the Roll Call report under My Reports > Scheduler > Staffing > Roll Call is based upon the Date and the Cost Center, and the system matches the first clock in with the first shift of the day. Moving forward, if an employee who is scheduled clocks in after a non-scheduled employee, the scheduled employee will be prioritized and will meet the match criteria. The non-scheduled employee is still captured.

WFR-68527: Previously, within the Roll Call Report, when an employee was scheduled to work in a particular cost center, but clocked in to a different cost center, the attendance value in the report displayed the employee as Clocked In, rather than as Clocked In (Not Scheduled). We have changed the behavior of the report so employees clocking in to a non-scheduled cost center will now display in the report as Clocked In (Not Scheduled).

Schedules: Freeze and Rerun Schedule

WFR-61347: There are instances where using the engine to auto-assign shifts may be more than once on a schedule without affecting already assigned shifts. Users are now able to:

  • Lock down already assigned shifts and allow the Scheduler engine to Auto-Assign any remaining open shifts as best it can.
  • Lock down shifts so that only unlocked shifts can be re-optimized by the Scheduler engine.

Schedule Settings: To Consider Shift Lunch Times

WFR-67171: We have updated the behavior of the Include Lunch In Totals checkbox, which is set in Schedule Settings under Scheduler > Schedule Settings. This update was done to avoid constraint errors such as Max Hours per Day and Max Hours per Week when lunch breaks were or were not counted toward total scheduled hours. Users will now have the option to configure their expected behavior.

  • When checked, all lunch break time will be counted toward the total scheduled hours.
  • When unchecked, the scheduling engine will ignore all lunch break time and not include them toward the total scheduled hours.

Time Off Requests: Multiple Days Request w/o Posted Future Schedule

WFR-68232: For companies with both Scheduler and TLM enabled, employees will now be able to request multiple days off for dates in the future where there is no posted schedule. When requesting these days, the system will reference the employee Work Time Availability widget within employee accounts so that time off is only applied to days the employee is available and skip days designated as a day off, i.e. Saturday and Sunday.

Previously, Scheduler required schedules to be posted into the future to allow for multiple day time off requests for a future period.

Working Time Regulations: Value of Zero in Night Working Constraint

WFR-64439: When the Working Time Regulation rule/constraint Night Work has a value of zero defined for the Hours Per Day under Company Settings > Profiles/Policies > Working Time, it is now recognized as a value of zero (as opposed to no value), and it will flag a violation if an employee is scheduled at all (more than zero hours) over the specified number of Week(s).

Workload Manager: Label Changes in Workload Coverage for Long Term Care

WFR-66926: To more accurately display data within Workload Coverage and the Target (Planned) vs Actual report for Workload Manager Long Term Care only, the following updates have been made:

  • The term Total HPPD under Cost Centers has been updated to Planned HPPD.
  • The label Total HPPD underneath day parts has been updated to Planned Shift HPPD.
  • The title of the Target vs Actual report has been updated to Planned vs Actual.
  • The term Target in report column names has been updated to Planned.

Cross Product Enhancements

The following enhancements have been added to this release.

ACA: Mass Finalize Dependent Forms 1095-C

WFR-63302: Users can now Mass Finalize Dependent Forms 1095-C the same way Forms 1095-C for employees can be Mass Finalized under My Reports > ACA (Affordable Care Act) > Form 1095-C Dependent as well as in the Dependent Forms 1095-C step within the ACA Year End Process under My Reports > ACA (Affordable Care Act) > ACA Year End Processing

ACA: Mass Unfinalize Dependent Forms 1095-C 

WFR-63303: Users can now Mass Unfinalize Dependent Forms 1095-C the same way Forms 1095-C for employees can be Mass Unfinalized under My Reports > ACA (Affordable Care Act) > Form 1095-C Dependent as well as in the Dependent Forms 1095-C step within the ACA Year End Process under My Reports > ACA (Affordable Care Act) > ACA Year End Processing

ACA: Mass Edit Dependent Forms 1095-C 

WFR-63161: Users can now Mass Edit and Mass Delete the Dependent Forms 1095-C under My Reports > ACA (Affordable Care Act) > Form 1095-C Dependent as well as in the Dependent Forms 1095-C step within the ACA Year End Process under My Reports > ACA (Affordable Care Act) > ACA Year End Processing. The new features function like the existing Mass Edit and Mass Delete processes for employee Forms 1095-C, however only those fields available for the Dependent Forms 1095-C are available.

ACA: 2017 AIR XML Correction File Updates 

WFR-58940: The 2017 AIR XML file format for corrected forms has been updated per the IRS specifications.

ACA: Corrected Dependent Forms 1095-C in AIR XML

WFR-63764: Corrected Dependent Forms 1095-C can now be included in and transmitted with the AIR XML transmission.

ACA: Validations for AIR XML and Corrected Form 1094-C 

WFR-35458: Validations have been built into the system to identify and prevent the following scenarios:

  • A corrected Form 1094-C selected with Forms 1095-C. A corrected Form 1094-C must be transmitted on its own per the IRS.
  • A mix of corrected Forms 1095-C and uncorrected Forms 1095-C. Corrected Forms 1095-C must be sent in a separate transmission per the IRS.
  • Corrected forms selected with Generate Replacement clicked. A replacement file is different than a corrected file.
  • A mix of corrected and not corrected Forms 1095-C and Dependent Forms 1095-C selected within the same file. Corrected Forms 1095-C must be sent in a separate transmission per the IRS.

ACA: Validations for Corrected Form 1094-C 

WFR-36586: Previously, when a corrected Form 1094-C was selected for an AIR XML transmission, but no correction information was added, the zip file that was generated was blank. Moving forward, users will be presented with an error message and no zip file will be created. 

ACA: ACA Status Change Report 

WFR-63818: A new report, ACA Status Change, is now available under My Reports > ACA (Affordable Care Act) > ACA Status Change. This report shows only employees who have had a change in their ACA Status within the specified date range.

ACA: ACA Forms Correction Data Pop-Up

WFR-31270: Previously, when a user clicked on the Set Correction Data in the Generate AIR Files process, a pop-up was presented that requested a Receipt ID (RECEIPTID) for the file, as well as a Submission ID and Record ID for each Form 1095-C being sent in as a correction. Only one transmission at a time is currently supported, therefore the Submission ID is always the same. The ACA Forms Correction Data pop-up has been adjusted, and users are only required to enter the Submission ID once.

ACA: Initial Stability Row After Clear All 

WFR-27830: Where previously when a user cleared the ACA timeline under My Reports > ACA > Employee ACA, using the Clear option, the Initial Stability Period was not cleared, moving forward both the Clear and Clear All functions will now clear all rows within the ACA Timeline. This includes any items that have been imported or manually adjusted.

Access Control: Attendance Board 

WFR-59830, WFR-59831: A new report enables managers and safety personnel to determine which employees and/or visitors are in a facility at any given time. Employees and visitors can be tracked in the Attendance Board report under Company Settings > Access Control > Reports or under Access Control > Reports > Access Attendance Board.

Standard Theme

WFR-64839: When activating Standard theme, a graphical default background image is automatically added to the user’s desktop home page. If you would like to remove this background image, we have added an option to remove it and replace it with a white background. Navigate to Company Settings > Global Setup > Look & Feel > System Themes and uncheck the Show Desktop Image checkbox. The image displays by default.

WFR-64838: In the Standard theme, the Cancel and Save buttons are reversed compared with the Default theme. We have added a control option to reverse the order of these buttons.

Within the Standard theme, menus are accessed under the “hamburger” menu in multiple layers of menus and sub-menus that display vertically in the left pane of the session. We have now added a Pin icon to freeze the menu in the active session while navigating and performing actions.

Dimensions HCM Region Added to Mobile App

WFR-67647: Dimensions HCM customers will now have the option of selecting their product within the Kronos Workforce Ready Mobile app Region Selector page, available from your device app store. Dimensions HCM users will use this option to successfully log into their application from the mobile device.

New UI: Browser Tabs in .home Experience

WFR-68635: For users of the .home experience, browser tabs will display the Company Name, as defined in the Company Address widget under Company Settings > Global Setup > Company Setup.

New UI: Reports

WFR-68650: New UI users can now view reports that were previously only available to Classic UI users. Many of the most commonly used reports are available now, with additional reports planned for mobile and .home access in future releases.

The mobile app experience is designed to make maximum use of the available screen space and limit the number of screens needed to access the report data quickly. Consequently, reports in the mobile app are read-only. Users can view reports customized by desktop users, and can temporarily sort and filter data, but cannot save or modify report views.

Users logging in with .home can view and configure reports by setting custom filtering, adding or removing columns, as well as use sorting and grouping options.

For full details, refer to the Cross Product Release Notes for April, 2018.

New UI (TLM): Current Balance Setting

WFR-65497: In a previous release, the Current Balance setting within Company Setup was hard coded to always be enabled. This has been changed to an optional field that can be checked or unchecked.

If the Current Balance setting is unchecked within Company Setup, the accruals balance widgets of the new UI, located under My Time > Time Off > Balances, will not display accruals information as follows:

  • Available header
  • Balance number
  • Progress bar
  • Current Balance in the list below the graphical display

New UI (TLM): Mobile Punch Settings

WFR-63517: Mobile Punch Settings have been added to the New UI Preferences widget in security profiles. These settings will allow companies to restrict or allow specific mobile punching options and provides separate punching options.

New UI (TLM): Save Button Visibility

WFR-65219: The Save button in timesheets will now always be visible and never overflow under the triple dot icon.

New UI (TLM): Timesheet Change Requests

WFR-58477, WFR-32001, WFR-63249, WFR-64452: Users can now request timesheet changes through the Change Request button. The button can be accessed from the triple dot icon in the timesheet. For additional information, refer to the Cross Product Release Notes for April, 2018.

New UI (HR): Flow Improvement and Progress Bar Updated

WFR-62185: For applicants using the new applicant portal, improvements have been made to allow the user to visually know where they are in the process of either applying for a job or in completing their user profiles. The progress bar and information shown, such as percentage complete and other messages, will clearly display in various colors depending where the user is in the process and will display for both profile completion and the job application process.

New UI (HR): DBA Name Added to Pages

WFR-69370: In the system, a DBA (Doing Business As) field is available in the Company Address section of the Company Info tab under Company Settings > Global Setup > Company Setup. When populated, this name will be added to the following pages:

  • Applicant Apply To Job page
  • Career Search page
  • Applicant Login page

New UI (HR): HR Actions

In this release, we are beginning the roll out of HR Actions for the New UI, which can be used in the Mobile App as well as the desktop, using the .home URL. Not all HR Actions will be available. In future system releases, more HR Actions will be released. 

In the New UI, HR Actions are accessed under My Info > My HR > HR Actions and under Team > HR > HR Actions.

For supported HR Actions, users can do the following:

  • Initiate an HR Action request. 
  • View all open HR Action requests that have not had an action taken on them.
  • View all submitted HR Action requests that are completed or may require action.
  • Search for specific HR Actions using the Search window. The system will search all tabs.
  • Users will be able to add notes to their HR Action requests within the Notes field.     
  • Managers can maintain default cost center fields for their employees, if cost center items are included in the HR Action.
  • Managers can view their employees’ open HR Actions under the Pending HR Action Requests widget under My Employees > Employee Information.
  • Receive To Do Items after HR Actions are submitted, which can be reviewed, edited and approved.

Full details are available in the Cross Product Release Notes for April, 2018.

New UI (HR): HR Checklists

Employees with appropriate permissions can view and complete employee checklist items using the New UI on their mobile devices or .home. Support for completion of checklist items is currently limited to employees and employee checklists, with support for managers, applicants and applicant checklists planned for future releases.

The following checklist items can now be completed from the New UI:

  • Custom Form
  • Benefit enrollment Screenlink
  • Direct Deposit Screenlink
  • External Link
  • Simple Check
  • Upload

NOTE: Initial support of HR Actions is included in this release. If an HR Action is included in the checklist, the checklist item can be completed if the HR Action is supported in the New UI. Otherwise, the HR Action checklist item will need to be completed on the desktop.

For additional information regarding HR Checklists, refer to the Cross Product Release Notes for April, 2018.

New UI (HR): Custom Forms

WFR-64451, WFR-63723, WFR-63667, WFR-63666: Under My Info > My HR > Forms, the Open tab will now show a counter for open instances of custom forms. The number shown will dynamically increase as forms are added and will decrease as forms are completed, submitted or deleted.

For each form in the list, the Edit, Download, Create Another, Delete, and View History options will be available for each form in the list.

WFR-63665: Under My Info > My HR > Forms, the Available tab will now allow previewing of the forms in the list. This is done by tapping the icon to the left of the form.

WFR-63668: Under My Info > My HR > Forms, the Submitted tab will allow a read-only preview of the form.

New UI (HR): Non-Simple Open Enrollment

Non-Simple Open Enrollment allows separate enrollments for groups with different enrollment dates. The user’s view has been updated when a company is processing an open enrollment that is defined as a non-simple enrollment and grouping has been allowed within the Benefit Profile.

For more details, refer to the Cross Product Release Notes for April, 2018.

REST APIs

Discontinued REST APIs

The v1/employee/compensation/history endpoint has been replaced with the v2/companies/{cid}/compensation endpoint.

New REST APIs

WFR-64020, WFR-64021, WFR-64022, WFR-64108, WFR-64101, WFR-65995, WFR-71101: New APIs have been added to retrieve the following:

  • Worker Types
  • Pay Types
  • Job Categories
  • Benefit Plan Types
  • Benefit Plans
  • Employee Enrollment in Benefit Plans
  • Custom Form Downloads
  • Payroll Batches

WFR-64023, WFR-64024, WFR-64025, WFR-64026: A new API has been added for creating and updating jobs. For more detailed information, refer to the full Cross Product Release Notes for April, 2018.

Enhanced REST APIs

WFR-67757: The Compensation resource APIs have been enhanced to allow retrieval of base compensation history notes.

WFR-60149: Dynamic durations can now be included when specifying the time allocated to holidays using the company profiles resource APIs.

Additional details, including REST APIs that are discontinued or scheduled for discontinuation, are listed in the Cross Product Release Notes for April, 2018.

 

 

 

 

 

 

 

Copyright

© 2018 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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Phone: 908-722-9952, Fax908-722-2153

Support: 1-800-394-HELP (1-800-394-4357)

 

 

 

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