August 2018 Release Notes Summary

 To take place on August 8, 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  -  InTouch  -  HR  -  Payroll  -  Scheduler  -  Cross Product

 

Browser Support

We support the following browsers and versions:

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

 

Classic UI Desktop Experience

The classic experience is familiar to most users. This version is accessed through a browser, using a URL that contains your company short name and ends in “.login”. If the company short name is ABC, the URL would appear as:

– https://{regional host name}/ta/ABC.login

 

New UI Experience

The New UI is a mobile-friendly experience that is available for either mobile devices or desktops.

  • Mobile Users – This experience can be accessed from the new mobile app, which can be downloaded from the app store on your mobile device.

  • .home Users - Users can login through a browser on desktops using the “.home” URL. The word “.home” replaces “.login”. The .home URL for the ABC company would be:

    – https://{regionalhost}/ta/ABC.home 

    • After logging in to .home, users will see a user interface that is very similar to the mobile app. The main difference between the .home user interface and the mobile app is that the screen size can change, and the user interface is modified to show more or less data on screen as the browser window size is expanded or reduced.

       

NOTE: In the enhancements listed below, we will section and distinguish between the user interfaces. There will be a Classic UI Enhancements section and a New UI Enhancements section. In cases where the enhancement will be available in both interfaces, it will be noted.

 

TLM Enhancements

The following TLM enhancements have been added in this release.

 

TLM Classic UI Enhancements

The following enhancements for the Classic UI have been added to this release.

New! Managed Cost Center Functionality

The following enhancements for the Managed Cost Center (MCC) functionality, a feature that allows for greater segregation of the application experience to users associated to specific cost centers, have been added to this release. See the description in the User Interfaces section above for more details.

Permissions Tickets

MCC: Default Permissions for Cost Center Tree

WFR-70992: For each cost center tree, users can now define a set of default permissions which will be used for Managed Cost Center features. A new widget, Cost Center Tree Permissions, is now available in the tree settings for each cost center. The initial permission set includes the following options:

  • View Timesheet - Allows managers to view the timesheet if there is time allocated to their Managed Cost Center(s).

  • Edit Time Entries [in Edit Access By Entry Type] - Allows managers to edit time entries assigned to their Managed Cost Center(s).

  • Approve Time Entries (Approve Level_)

Approve Time Off Requests

MCC: Approve Time Off Requests Permissions to MCC Groups

WFR-71214: As shown in the screen shot in the detailed TLM release notes for August 2018, an Approve Time Off Requests permission checkbox now displays in the new Managed Cost Center widget of a manager’s (Employee) Information screen. When a Time Off Request is submitted, the request, including the associated Cost Center, appears in the My To Do Items for the Cost Center manager to approve or reject.

A notification is received by a Cost Center manager when a Time Off request is submitted with an associated cost center, and when a request with an associated cost center is rejected.

The option to approve a Time Off Request is not available when the request submitted is for a Cost Center that is not assigned to the manager.

MCC: Time Entry Approve Levels Permissions to MCC Groups

WFR-71106, WFR-71084: Time Entry Approve Level permissions can now be defined within the Managed Cost Center (MCC) groups. The MCC manager receives a To Do Item according to his/her assigned Time Entry Approve Level, and the manager can view the time entries saved with the corresponding cost centers via reports and To Do items.

The Approve Time Entries permission to allow time entry approval is also applicable for managers of child MCC.

WFR-76542, WFR-78981: With the appropriate security permissions, managers can approve time entries assigned to their managed cost centers via reports and To Do items (i.e. My To Do and All To Do items).

Managers of Managed Cost Centers for both parent and child cost centers both receive To Do Items when employees have time entries for child cost centers. Managers should approve/reject time entries for both the parent and the child cost center(s) for the workflow to move forward to the next step.

MCC: Assigning Permissions to Individual MCC Assignments

WFR-70281: Users can now assign group permissions to each cost center in the Managed Cost Center widget, so that managers can perform various functions based on the cost center(s) that they manage.

When a manager is assigned a Managed Cost Center via the Managed Cost Centers widget (My Employees > Employee Information, Edit Tabs to add the widget), a corresponding Managed Cost Center group is autogenerated. Group permissions can be assigned to each Managed Cost Center separately in the Edit Cost Center Permissions widget.

NOTE: All permissions related to objects with cost centers will work only with cost centers. For example, if a manager has permissions to Approve Time Entries, he/she will be able to approve time entries only with the Managed Cost Center.

MCC: Edit Time Entries

WFR-70844: When the Edit permission for employee time is checked in the Managed Cost Centers permissions, the manager can edit time entries assigned to his/her Managed Cost Center(s) and can also add new entries associated with his/her cost center(s). He/she can view other time entries not associated with his/her managed cost center(s), but they are non-editable.

MCC: View Time Permissions

WFR-75659: A View Timesheet permission is available in the Cost Center Tree Permissions and the Managed Cost Centers widget. Within the new Managed Cost Centers widget permissions, the View Timesheet setting gives the MCC managers the ability to view employee timesheets when the employee is in the MCC Group, the permission is enabled in the widget, and the manager's assigned security profile is properly configured.

The employee must have at least one time entry with an associated Managed Cost Center for the timesheet to appear on applicable reports. Only pay periods with time entries including the reported cost center are visible and available. If a manager tries to proceed to an unavailable pay period, a security violation error displays.

MCC: Import Managed Cost Centers Permissions

WFR-70491: An updated version of the employee Managed Cost Centers widget works correctly in accordance with an uploaded Employee Managed Cost Centers import Excel file as follows:

  • If the Managed Cost Centers widget is disabled before the import, then the assigned cost centers are visible in the widget after clicking on the Enable checkbox, but permissions are disabled for editing. After clicking on the Save button, permissions are assigned to the cost centers not according to the uploaded document, but according to the Cost Center Tree Permissions widget by default.
  • Permissions are assigned according to the uploaded document, but the View Timesheet permission will always be checked if Edit Time Entries is enabled, even if View Timesheet is not specified in the import file. If for some permissions N is not specified and is blank in the import template, permissions will be assigned according to the default permissions in the Cost Center Tree Permissions widget.

  • If some column permissions are removed/blank in the uploaded document, the values will be assigned based upon the defaults in the Managed Cost Centers settings.

  • Permissions are assigned to the cost centers according to the Cost Center Tree Permissions widget by default.

Time Off Requests

MCC: Time Off Request Submissions

WFR-70999: When a Time Off Request is submitted by an employee in a company using Managed Cost Centers (MCC), the employee is added to the appropriate MCC group if the Time Off Request is submitted with a corresponding cost center. The employee will remain a member of the MCC group when the request is either edited or deleted.

MCC: Time Off Request Approvals

WFR-76541: Time Off Requests (TOR) are correctly displayed and can be successfully approved/rejected from within My To Do Items, the Pending Approval report, the All Time Off Requests report, and the All Open Time Off Requests report for companies using Managed Cost Centers. All corresponding notifications are successfully triggered.

The Approve Time Off Request permission for the parent cost center effectively manages the TORs submitted for child cost centers by the manager assigned to the parent cost center.

Assigning and Deleting Employees

MCC: Auto Group Creation on Assigning Cost Center(s)

WFR-70995: A new group is now created when a cost center is added to the Managed Cost Center widget for a manager, and one group will be created for each cost center. If a group for the cost center already exists, the second manager will be added to it.

The newly created group is not editable or able to be deleted. Managers are added in the group with the same permissions as in the Cost Center Tree Permissions widget defined for each cost center tree. For child cost centers, the new group is created even if a parent cost center group already exists, so parent/child relations are not reflected.

The created groups display in the Account Groups report (Company Settings > Global Setup > Account Groups).

MCC: Automatically Add Employees to Managed Cost Center Security Groups

WFR-71229, WFR-70998, WFR-78921: Users are automatically added to the Managed Cost Center group after they submit a punch with the corresponding cost center via the Change Cost Center button and/or the Clock In/Clock Out buttons with the default cost center specified for the user.

Employees are also automatically added to the Managed Cost Center group after their timesheets are saved with time entries containing metadata that includes the Managed Cost Center, or when cost centers are allocated automatically in the timesheet. Additionally, with the automatic creation of Managed Cost Centers groups, employees are added to these managed groups according to the presence of time entries or time off requests in the current pay period of their timesheets.

MCC: Delete Manager from Managed Cost Center Group

WFR-71007: Managers are deleted from Managed Cost Center groups after the corresponding cost centers are unassigned from them via the Managed Cost Centers widget.

Workflows

MCC: TE Approval Workflow Bypass if CC is Not Specified

WFR-78638: Within the Approve/Reject Time Entries step of the Timesheet workflow, an option to Bypass Time Entries With Missing Approver is available. When selected, this setting will allow a timesheet approval workflow to proceed when a time entry without assigned cost centers is approved. With the setting unchecked, the workflow could halt when a time entry is approved without an assigned cost center. 

Reports

MCC: Calculated Time Summary (TE) Report

WFR-78833: Each Managed Cost Center manager can now view their managed time entries in the Calculated Time Summary report, allowing managers to see all the time worked in cost centers they manage. General approval managers can view all the time entries of the employee in the report.

MCC: Migration of Data

WFR-71005: All appropriate data permissions were moved from the widget level to the cost center level. All cost centers will assume the widget settings but can now be edited separately if desired.

MCC: Time Entry Mass Approvals Via One To Do

WFR-76223: Using a new checkbox, Combine Time Entries To Do Items, in the Workflow Policies widget of Company Setup, Time Entry Approval To Do items of the same type can be grouped into one combined Time Entry Approval To Do items. Managers can approve or reject individual time entries for multiple employees using this option.

If the checkbox is disabled, Time Entry Approval To Do items of the same type are not grouped, and a separate To Do item is sent for every submitted timesheet.

Exports: ADP Payforce Template v2.0

WFR-73995: The ADP Payforce Export Template has been updated. New formats have been added for E

  • Company ID has had the User Prompt and Constant fields added and are available for E, A and D type records.

  • In the E type record, leading spaces are displayed when there is no data.

  • In the E type record, leading zeroes are displayed when there is data, but does not meet the length requirements.

  • For E and A types, new decimal formats available are respectively HHHH0000 and HHHH00 to allow export in decimals.

  • Rounding is available as an option for all new types.

Forms: FMLA Updated Forms

WFR-78011: Official new FMLA forms are pending approval by the government, and during this approval process, the expiration dates (Expires) will continue to be updated to the end of each month. The FMLA forms have been updated and the current expiration date (Expires) of 07/31/2018 is reflected on the forms.

Geofencing: Latitude and Longitude Settings Added

WFR-66173: To assist customers using mobile geofencing to restrict employee punches where a physical address is not feasible due to great and remote distances, we have added Latitude and Longitude settings to addresses set in Cost Centers. The addition of these settings will allow for more precise control of restricting punches when using the Check Distance timesheet profile rule.

NOTE: For additional information, please see the detailed TLM release notes for the August 2018 release.

Imports: New Settings Added to the Counters Import Template

WFR-61173: The Counters import template will now support the import of cost centers associated with counters using Add, Subtract, Divide and Multiply operations. Previously, the template only supported the Set operation.

The Counters template is available under Company Settings > Imports > Overview, in the Time & Attendance Data category.

InTouch Smart Punch: Timesheet Rule Option to Restrict Unscheduled Days

WFR-76483: The Restrict Punches By Schedule timesheet rule will now prevent punches on the InTouch when there are no schedules for the day and the checkbox to Restrict Unscheduled Days is enabled.

Pay Calculations 1.0: New Lunch/Break Setting Added to Shift Premium Rule

WFR-78536: A new Apply Shift Premium To Lunch And Breaks setting has been added to the Shift Premium Based On Day Of The Week And Time Of Day With Grace Time (v.2) rule. When checked, this setting will apply all time from lunch and breaks to the defined shift premiums in the rule.

Pay Calculations 2.0

Pay Calculations 2.0: Approved Time Entries Filter

WFR-78654, WFR-80689, WFR-78655: A new filter for Is Approved has been added to the Filters and Additional Settings section within the Pay Calculations 2.0 rules when the Approve Individual Time Entries functionality is enabled. With this filter, users can include only the time entries that have been approved for payment purposes.

Pay Calculations 2.0: Quantity Counter Amounts in WAOT Rule

WFR-74731: For companies utilizing Pay Calculations 2.0, users can now add quantity counters to the Amounts field of the Apply Weighted Average Overtime Rate Pay Calculations rule. The overtime rate is now calculated by also considering quantity counter amounts.

Pay Calculations 2.0: New Zero Out Hours Rules Added

WFR-76138: A new pay calculations 2.0 rule has been added that will zero out any time prior to or after scheduled time. The rule is named Zero Out Hours Prior To Or Past Scheduled Time and is located under Company Settings > Profiles/Policies > Pay Calculations in the Misc. category. Schedules must be assigned for the rule to work properly. This new rule also has a filter that can be used to filter out certain types of time, such as holidays, time off, etc.

NOTE: This rule will calculate at the end of the day, allowing for premium rules and partial day absences using dynamic durations (fill day, half day, etc.) to be processed prior to this rule.

WFR-40372: The Hours Prior To and After Scheduled Time (v.3) pay calculations rule will calculate overtime for hours that occur before or after an employee’s scheduled time. The rule has been revised to allow hours to be zeroed out. To zero out hours, the Zero Out Hours Prior To Or Past Scheduled Time rule must also be configured and added to the pay calculations profile.

After the rule is added to a profile, it can be checked (to be included in the pay calculations), or unchecked (to not be included in the pay calculations.)

  • Unchecked: The rule will only work with non-zeroed out time entries.
  • Checked: The rule extracts overtime only for the time entries that were zeroed out by the Zero Out Hours Prior To Or Past Scheduled Time rule.

Pay Prep: Time Off Filter Added to Spell of Absence Record

WFR-80155: A time off filter has been added to the Spell of Absence pay prep record which will allow companies the ability to export each time off with different totals. For example, time off A can be exported with calendar days and time off B can be exported in total days off.

The rule is located within Pay Prep Profiles, under Company Settings > Profiles/Policies > Pay Prep and is available as an Initial Record.
The Time Off Filter within the rule can be set to include or exclude time offs, but by default, all time offs will be included. The other settings in the record can be used with the filter.

When set to Specific, the time off filter will change to Include and a list of time offs can then be selected to include in the export.
When set to All, the time off filter will change to Exclude and a list of time offs can then be selected to exclude from the export.

Reports: Time Off Roster Performance

WFR-75612: The Time Off Roster report has been refactored to improve performance when loading and viewing the report.

Reports: Column Added to Raw Time Punches Report

WFR-82068: A new Trace column is available to be added to two punches reports. This column contains debug information related to geofencing coordinates. All invalid location punches will display punch location, expected location, defined limit, and calculated distance in this new column. This information can be helpful when troubleshooting issues.

For clients, the column was added to the All Time Punches Report under My Reports > System > System Utilities > All Punches.

  • For Admins, this column was added to the Raw Time Punches report under Reports > Time Reports > Raw Time Punches.

Time Off Request Profiles: Waiting Period Settings Expanded

WFR-66598 & 78867: To allow companies to control when employees/new hires can request time off, new Waiting Period settings have been added to Time Off Request Profiles. The settings are available for each type of time off in the Settings Per Time Off widget.

The same waiting period settings are also available at the profile level under the Time Off Request Profile widget. If a waiting period is defined at the profile level and in the Settings Per Time Off widget, the settings for the time offs will take priority.

NOTE: For additional information, please see the detailed TLM release notes for the August 2018 release.

Timesheet Change Request: Option Added to Prevent Clearing of Cost Centers

WFR-60809: Previously, when a Timesheet Change Request was submitted to change a cost center, if any of the cost centers used in the request were disabled in the Time Entry Collected Data widget of the timesheet profile, and were used in the change request, the system would clear out any existing cost center data for that time entry, such as an employee’s default cost center.

To address this issue, we have added a new setting to the Change Requests Employee Can Perform widget in Timesheet Profiles. The Only Modify Time Entry Collected Data Cost Centers setting has been added to the Modify Cost Center permission. An Info icon is available to further explain the setting. When checked, this setting will prevent existing cost centers from being cleared when the scenario described above is active.

Working Time Regulation: Maximum Hours Per Two Weeks Rule

WFR-78207: A new Maximum Hours Per Two Weeks rule is now available for use within the Working Time Regulations profiles. With this rule, users can define a maximum number of hours employees can work in a two- week period, and this maximum can be used in Scheduler constraints.

 

HR Enhancements

The following enhancements have been added to this release.

HR Classic UI Enhancements

The following enhancements for the Classic UI have been added to this release.

Applicant Portal: Allow for Required Fields in Job Requisition

WFR-63290 – New fields can be optionally required within a job requisition. These fields include: Visibility Dates, Budgeted, Employee Type and cost center trees. These fields can be required in the Job Requisition Configuration widget under Home > Recruitment > Configuration > Applicant Tracking/Recruitment Configuration. Cost center trees will not appear in the widget unless the Display On Applicant Tracking Field in the cost center tree definition is checked. Required fields must be set on all new job requisitions and before saving any previously defined job requisitions.

AUS – TFN Form: Australian Tax File Declaration

WFR-53135: Users at Australian companies can submit tax data and validate TFN forms. Australia must be enabled on the Company Information page. The form consists of two parts, an employee portion and a manager portion. Security settings must ben enabled for the manager portion on the HR tab of the security profile.

NOTE: For additional information, please see the detailed HR release notes for the August 2018 release.

Custom Forms: Increase Maximum Length of Label and Default Fields

WFR-17116: The maximum length of label and default value fields in custom forms has been increased from 255 characters to 2,000 characters. This is true for both Classic and New UI users.

Custom Job Attributes

WFR-73835: Custom attributes can now be defined for jobs. These job attributes can be included in the Jobs report to identify employees assigned to jobs in the jobs hierarchy that match specific criteria, for example, all employees with the word “Director” in their titles.

Job attributes can be defined by clicking the Define Attributes under Company Settings > HR Setup > Jobs.

Easy Backgrounds: Complete Easy Backgrounds Request

WFR-81065: Users of the Easy Background marketplace product can now mark a second stage request as complete manually.

HR Action in Classic UI

EIN Transfer HR Action History

The EIN Transfer HR Action now transfers several new items. To transfer these items, create an EIN Transfer HR Action and add the HR Action items.

The HR Action will appear, allowing you to view, add, edit or delete items and will allow you to view history fields.

After submitting and approving the transfer, the historical data will appear in the new EIN. Editing the newly transferred data will not affect the historical data in the original EIN. Any notes and supporting documents are included in the transfer.

Inventory Profiles in EIN Transfer

WFR-77039: When an employee is transferred to a new EIN using the EIN Transfer sub-type of an HR Action, the employee’s Inventory Profiles can now be updated in the employee’s new EIN by adding the Inventory Profiles item to the HR Action.

Warning on Attempt to Initiate Action with Account Status for Terminated Employee

WFR-76302: When an HR Action is initiated for an employee with a terminated status, the account status field is disabled in any of the groups that contain it. Because it cannot be changed, a warning is displayed: This employee would need to be rehired before any changes can be made to their account status. Please refer to your rehire process.

New Hire Exports

WFR-71234: New options in the New Hire system data export enable users to validate basic employee information before the employee can be added to the file. In the Validation section of the Extra Settings widget of New Hire system data exports, the fields to be validated can be selected.

NOTE: For additional information, please see the detailed HR release notes for the August 2018 release.

Running and Viewing Export Files

Files can be created manually by clicking on the Run Data Export button. The file can be downloaded from the Download File link. If a diagnostic file was generated, an error message appears the number of employees with errors and a link to the diagnostic file appears as well.

Diagnostic Report Delivery

The data export generation can be scheduled, based on day the day of the week and time of day. Depending upon the configuration of the Delivery Destination, the files can be emailed or sent to a remote file server using Remote File Delivery.

Pay Grades Effective Dating

WFR-67291: Pay Grades now have effective dates. The dates are applied to the effective pay grades; any intermediate steps have the same effective dates as the parents. Effective dates can be future-dated. When the effective date is reached, the new values are automatically associated with any associated jobs, positions or employee records.

Security

Security Profile Defaults

Employees cannot login without a security profile assigned. Employees can be assigned to security profiles manually, or automatically because of a company default, cost center assignment, job assignment or position assignment. Imports of jobs or positions could result in a blank value stored in the employee’s account for the security profile setting. Updates have been made to ensure that an employee’s security profile can always be manually updated if the setting is overridden with a blank value. This prevents employee lockouts.

Security Profile Defaults: Job Imports

WFR-74626: Within the Jobs import template, there are two fields related to security profiles, Security Profile and Security Profile Override. When Security Profile Override is set to ‘Y’, users will have the ability to manually assign a profile on the employee’s account information page.
If the Security Profile field is blank and Security Profile Override is ‘N’, the Security Profile Override will be ignored. After the row is imported, the security profile default for the job will be blank, but manual overrides will be permitted. A warning will be displayed indicating that the override setting was ignored.

Security Profiles – Position Hierarchy Chart Option Added

WFR-78999: For companies with Position Management enabled and in use, a new option is available to restrict viewing of the Position Hierarchy chart. On the HR tab, the Position Hierarchy Chart option must be set to enable users with this Security Profile to view the position hierarchy chart. Currently, All Company Positions is the only available option.

Workflows – Workflows & Position Management Integration

The following enhancements have been added for HR Action Request workflows when Position Management is enabled and in use. Workflows are located under Company Settings > Global Setup > Workflows. These new settings will be available for all HR Action Request workflows, whether default or user-defined.

Step Setting Added: Direct Managerial Position

WFR-67949: When Position Management is enabled and actively in use in a company, the Direct Managerial Position option will be available for selection within certain steps in HR Action Request workflows. When selected, the system will determine an employee’s direct managers according to the position tree hierarchy as of that date; this hierarchy determines who needs to act on the requests.

NOTE: For additional information, please see the detailed HR release notes for the August 2018 release.

Step Setting Added: If Position Of Specified Level Is Vacant, Use

WFR-67949: A new If Position Of Specified Level Is Vacant, Use setting has been added within certain steps of HR Action Requests workflows. When this option is selected, it will provide backup sources to ensure the workflow step will proceed and not be halted if a position of a specified level does not exist. This setting works in conjunction with the Direct Managerial Position settings.

NOTE: For additional information, please see the detailed HR release notes for the August 2018 release.

Action Step Added: On No Managerial Position Of Specified Level

WFR-67947: A new On No Managerial Position Of Specified Level action step has been added to certain steps within HR Action Request workflows. This action step is designed to be used when the Direct Managerial Position option is selected in the step. It is used to specify a next step and allow the workflow step to proceed if a position of a specified level does not exist for the employee, so the workflow does not halt.

HR Action Request Workflows: View Launched Workflow for Direct Managerial Position Option

WFR-67949, WFR-66700, WFR-66782: When a workflow step uses the Direct Managerial Position option, the workflow shows the employees who need to complete the step and where the flow goes if the direct managerial position at the specified level does not exist. If there are more than five people able to complete the step, a pop- up can be displayed when hovering over the link.

HR Action Request Workflows: To Do Items

WFR-66699, WFR-66780, WFR-67948, WFR-67950, WFR-70948, WFR-71022, WFR-71049: When a step of an HR Action Request workflow is configured to use the Direct Managerial Position in the To Be Initiated By field of the step, To Do Items will be generated from the Direct Managerial Position settings in relation to the specified employee.

An HR Action workflow step set with the Direct Managerial Position option will update To Do Items for the employee assigned to the managerial position, the same as other workflows within the system. If more than one person is assigned to the same managerial position, the To Do Items will be adjusted as soon as one of the assigned employees completes the task. For example, if Peter, Paul, and Mary are all assigned to a Direct Managerial Position and Mary completes the step in the workflow, the To Do Item will not only disappear for Mary but for Peter and Paul as well.

While configuration using Direct Managerial Position is only available in the Classic UI, To Do Items will appear for approvers in both the New UI and Classic UI.

Default Termination Workflow

WFR-79568: In the default termination workflow, positions are not updated until both an employee’s status is changed, and a termination date is applied. When both conditions are met, the position assignments for the employee will be modified as follows:

  • If the start date of the assignment is greater than the termination date, the assignment is deleted.
  • If the start date is less than or equal to the termination date, the system will check the end date of the assignment.
    • If the end date is less than or equal to the termination date the end date will not be changed.
    • If the end date is greater than the termination date, the end date will be replaced with the termination date.

Workflow Approvals

Cost Center Changes

WFR-73128: When an employee is assigned to a new cost center that has default manager values assigned, the manager of the new cost center can approve the change. The Use New Cost Center Manager in the HR Action workflow has been added for this purpose. Checking this option will generate a new To Do Item for the manager of the employee’s new cost center.

NOTE: If the new cost center’s manager is updated before the requests are approved, any pending approvals move to the new cost center manager.

WFR-73129: Approve/Reject steps within HR Action workflows now include an option for automatic approval, based on the initiator of the request. The Auto Approve option in the workflow step enables the approval based on Manager Hierarchy or HR Action Creator Filter.

Automated Approvals: Manager Hierarchy

When Manager Hierarchy is selected, the request will be automatically approved if the following conditions are met:

  • The To Be Completed By Option requires approval by a manager.

  • The initiator belongs to the management chain that includes the employee’s direct manager. The initiator must either be the direct manager or a higher-level manager.

  • If the initiator is not the direct manager, the manager must be at a level within the management hierarchy that falls within the levels specified by the Manager Level option in the workflow step.

Automated Approvals: HR Action Creator Filter

If HR Action Creator Filter is selected, a custom filter is used to identify the set of employees whose request initiation results in automatic approval. Multiple conditions can be included in the filter.

If no employees match the filter criteria, the workflow cannot progress. Consequently, it is recommended that a Step Backup user is configured to avoid problems when no initiators are available to approve the action.

Manager Level in To Be Completed By Manager N

WFR-74827: The To Be Completed By Manager setting has been enhanced with an additional field that indicates which manager in the management hierarchy should complete the step. The option is available in all HR workflow steps.

Approval Chain with Automatically Generated Sequential Workflow

WFR-73240: The steps to obtain approvals from successively higher levels of management can now easily be added to HR default workflows. Up to ten levels of approval can be generated automatically by specifying two options:

  • Approval Chain Number indicates how many levels of approval within a management chain are required.
  • To Be Completed Chain identifies the management hierarchy that will approve a step.

 

HR New UI Enhancements

The following enhancements for the New UI have been added to this release. Please remember that the New UI can encompass both the mobile app on mobile devices and the desktop version, using the .home URL.

Benefits: Benefit Related Custom Fields Trigger Premium Changes

WFR-70077: Desktop users can define custom benefit plan fields. If the field is defined as a list, the desktop users can also define premium adjustments for each field in the list. While enrolling in a benefit plan with custom field lists enabled, employees select an item from a dropdown list. The employees can see the impact of the field choice on their projected premium amounts by clicking the question mark next to the field selection.

 

Custom Forms

The following enhancements have been completed in this release for the New UI.

Viewing and Assigning Forms

In the previous release, employees were given the ability to view and complete custom forms in the new UI.

WFR-44041, WFR-75847, WFR-77636, WFR-77308: In this release, managers now have access to the custom forms assigned to their employees in the New UI. With View permission for any custom form templates in their security profile, they can access the Available, Open and Submitted tabs under Team > HR > Forms.

WFR-76049, WFR-76061: All forms assigned to the manager’s team are available under the Open tab. The form name is hyperlinked, and when clicked, will open the form for viewing. From the Open tab, managers with View permission can download PDFs of the form, view notes and documents and upload documents. Managers with Edit permission can also save the form.

Custom Forms: Forms Fields Permission

Custom forms can be designed to display data that is stored in the system, for example, an employee’s full name. The data can be used to pre-populate an editable field, or just for display. For users (either employees or managers) to view the data in a custom form after it has been assigned, the user must have appropriate permission for the field added in their security profiles.

WFR-76569: Users viewing a form that contains fields that they are not able to view will see a message stating, This Custom Form has fields unsupported by your security permission.

WFR-41727: Users with appropriate permission can view or edit the Manager field in a custom form. If the Manager field is present on the form, it will be pre-populated with the employee’s manager. Managers can view this field on forms assigned to their employees if View or View/Edit permission is selected for the Managers setting on the HR tab of their security profile. Employees’ permission is controlled by the Manager setting on the ESS tab of their security profile Selecting View/Edit (Custom) allows varying permission for different levels of management.

WFR-41723: Security profiles can now be configured to enable managers to view profile settings for their employees. To configure permissions, navigate to Company Settings > Profile/Policies > Security. Edit the appropriate security profile by selecting profiles in the Employee Profiles section on the HR Tab.

Custom Forms: Form Fields Support – Cost Center Lookup

WFR-76061: When a custom form containing a cost center field is assigned to an employee, the cost centers are validated against the limit lists assigned to the employee.

Custom Forms: Submittal

WFR-76050: Managers can view and work with already submitted custom forms of their employees. These will be listed under the Submitted tab. Actions are available under the triple dot icon and include Add Notes, Edit, Upload Document, Assign Another, Download PDF, and Delete.

Custom Forms: Details Screen – Reject Action

WFR-78947: Managers with appropriate edit permissions have the option to reject forms submitted by their employees by clicking a Reject button. The manager must have edit permission for the form defined in their security profile. After clicking Reject, a confirmation pop-up appears. Additional notes can be entered.

Custom Forms: Verification by Manager

WFR-44037: Managers can now verify forms submitted by their employees by clicking on the Verify option. Once verified, the form can no longer be edited.

Direct Deposits: Manager Access

The enhancements listed below have been completed for manager access to Direct Deposits.

Direct Deposit MSS Listing Page

WFR-75149: Managers with View permission for HR Direct Depots can view the direct deposits for their teams from Team > Payroll > Employee Payroll Maintenance > Direct Deposits. The page currently functions as a report, and no additions, deletions or modifications to direct deposits can be completed from this page. Those types of changes must be completed in the Classic UI.

WFR-75151: .home users will see a report. Links to details are available in the Account # column of the report. Mobile app users can scroll through a list of direct deposit summaries or use the filters to find a specific employee. There is an Account # field for each employee that can be tapped for additional details.

Supporting Documents

WFR-76640: Managers with appropriate permissions can now view, upload or delete supporting documentation regarding direct deposits. Mobile users can upload supporting documents after tapping the triple dot icon for the direct deposit.

HR Actions in New UI

In the April 2018 release, we began the roll out of HR Actions for the New UI, which can be used in the new Mobile App as well as the desktop using the .home URL. New HR Actions are available in this release. In the New UI, HR Actions are accessed under My Info > My HR > HR Actions and under Team > HR > HR Actions.

Over 30 new HR Actions have been added to the New UI in this release. Please refer to the detailed HR release notes to view the cumulative least of HR Actions released.

Mobile HR Actions Overview

Because not all HR Action items are yet available in the New UI, a message will display explaining this and users should go to their desktop version where HR Actions are fully supported. If a non-supported HR Action is assigned to a user, and the user views it within the New UI, they will be unable to complete the action and the Start link will be grayed out, but they can view or delete, if authorized, but will not be able to edit or submit. These types of actions will also display a (coming soon) link and when clicked, will display the same message shown at the top of the list.

NOTE: For additional information, including examples and a list of supported HR Actions items for Mobile & the New UI, please see the detailed HR release notes for the August 2018 release.

Default Setting Conflicts

When employee profiles or attributes are changed within HR Action items, there may be conflicts with other HR Action items or defaults. For example, when changing an attribute that has a default, the job default will take precedence over a company default, unless the Allow Override at Employee Level is set for the attribute.

HR Action Enhancements for This Release (August 2018)

HR Action To Do Items: View Details Added

WFR-72023: In the New UI, users receiving a To Do Item for an HR Action will now be able to view details of the request from the View Details button/link. This is supported for both desktop and mobile users.

HR Action Item Direct Deposit: Uploading Documents Support Added

WFR-72904: The Direct Deposit HR Action Item will now support the uploading of documents. The option is available under the triple dot icon of each direct deposit entry. Multiple supporting documents can be uploaded without overriding previously uploaded documents.

Companies should have the Integrated Document Storage Marketplace product enabled. Employees should have their security permissions defined to allow uploading of documents under the Tools & Documents widget of the ESS tab of their security profile.

HR Actions: Completion Checkmarks Added

WFR-72143: Green completion checkmarks have been added to HR Actions if all required fields are completed and users click the Continue button.

HR Checklists

The following enhancements for HR Checklists using the New UI (Mobile App or Desktop) have been added.

Checklist Message Updated

WFR-75805: When a checklist item has been assigned to other users, an information message will display. The message can be removed by clicking the X and it will remain hidden in an active session, even when refreshing the page.

Position Hierarchy Chart

WFR-78437: The new Position Hierarchy Chart helps users understand the structure of the positions in the organization and its assignments when the position management feature is turned on.

Position Hierarchy Chart: Focus

When the user navigates to the Position Hierarchy Chart page, three levels of the hierarchy displayed by default. When the position hierarchy chart loads, the focus position is centered in the chart with a manager position on the level above and subordinate positions level below.

If the user is assigned to a position and has a primary assignment, the focus position is the position which is associated with the user’s primary position. Above the focus position would be the direct reporting manager position, and below would be direct reporting subordinate positions.

If the user does not have a position assignment or a primary position, the focus position would be the top most position of the hierarchy in the company.

Note: Clicking on a position name in the box will change the focus of a position to the selected position with one level above and one level below.

Position Hierarchy Chart: Positions without Direct Reports
  • A position is displayed under the top most position if any of the following are true:
  • There is no Directly Reports To Position associated to the position as of the date the chart is viewed.
  • The Directly Reports To Position specified is not currently active as of the date the chart is viewed.
  • The Directly Reports To Position specified is end dated as of the date the chart is viewed.
Position Hierarchy Chart: Search by Position

WFR-78598: The Position Hierarchy Chart now contains a suggestive search that can be used to find positions within the chart. After entering a few characters of a position name in the Search box, a list of matching positions is displayed and selecting the position shall retrieve the chart with it as a focus position. In addition, the suggestive search is used to find a position in the chart using the Position ID.

Employee Assignments

WFR-80055: Employee assignments to positions are now listed directly under Team > My Team. In the previous release, these assignments were listed under the Positions menu.

Recruitment: Applicant Portal
The following enhancements have been completed for the new applicant portal in the New UI.Resume Search

WFR-78265: When viewing job applicants, the list can be filtered by searching for key words or phrases contained in their resumes. Text can be entered in the edit box on the Global tab. Applicants with matching text will be included in the report list. Clicking the question mark icon will display instructions regarding the text that can be entered. The Applicant listing is available to managers under Team > Recruitment > Candidates.

Career and Find Job Page Loads

WFR-76938: The Career and Find Job pages have been enhanced to find thousands of results quickly. After entering the search criteria, users can page through long lists of jobs almost immediately in all browsers. Users will see a minor change to the interface. Descriptions that were previously displayed in the left panel of the job list are no longer displayed but clicking on a specific job will display the full job description in the details on the right side of the panel.

Show All Jobs

WFR-75825: The Show Job page has been updated to include branding that is currently seen when utilizing the new Career Search page. This will create visual consistency when these pages are used in conjunction with each other. Additionally, a new map view of the job location has been included for added functionality.

The Show Job page historically included options to Apply For Job and Show All Jobs. Now, the Show All Jobs button option is configurable – allowing a user to customize the button’s action.

By default, the Show All Jobs button will send an applicant to the Career Search page; but by navigating to Company Settings > HR Setup > Applicant Tracking/Recruitment > Configuration > Configuration > Show Job Page Configuration, a user can check to enable the customized button and then configure a desired URL to send applicants to. This can be especially useful for clients who utilize their own career portal but also use the system’s
Show Job pages for specific Job Requisitions.

Populate From LinkedIn

WFR-71098: Within the new applicant portal, using the New UI, applicants will now be able to populate applications with their Linked In data by clicking the Apply With LinkedIn button.

W4 Federal Forms for State

WFR-76074: The functionality to support W4 Federal forms for states is now available within the new UI. A popup with a list of states has been added to the W4 Federal forms.

 

Payroll Enhancements

The following enhancements have been added to this release.

Payroll Classic UI Enhancements

The following enhancements for the Classic UI have been added to this release.

Process Multiple Payrolls Enhancements

Enhancements in this release reduce the number of manual steps required to process multiple payrolls. For organizations with multiple pay period profiles, payroll administrators can significantly improve productivity with the multiple payroll processing feature. In the past, payroll administrators were required to initiate business process steps separately for each payroll. This new feature enables customers to process business steps for multiple payrolls at the same time, with a single click required to initiate the business processing step for all
payrolls.

NOTE: This feature cannot be used with Historical or Reconciliation payrolls.

Selecting and Processing Multiple Payrolls

WFR-60776: The Process Multiple Payrolls button has been added to the View All Payrolls screen under Manage Payroll > Manage Payrolls > View All Payrolls.

WFR-60777: To process multiple payrolls at the same time, go to Manage Payroll > Manage Payrolls > View All Payrolls and filter the data. For example, you might want to process all payrolls with a specific pay date. Check the individual payrolls to be processed or check All to process all the payrolls listed and click on the Process Multiple Payrolls button. Business process steps will be displayed in the Process Multiple Payrolls utilities menu under the Process Multiple Payrolls button.

Initiate Selected Payrolls

WFR-60782: After selecting two or more payrolls, payroll administrators can then click on Initiate Payroll. The standard Initiate pop-up appears following a confirmation pop-up. The options selected here apply to all Payrolls that were selected in the previous step. As payrolls are being initialized, the business process step for a specific payroll will display an “Initializing …” message, as shown below. After the initiation step completes, the status of “Payroll Initiated” will be displayed.

Additional Business Process Steps
To complete the remaining process steps, select the business process step from the utility menu. Select the payroll batches to be processed and click on the appropriate button on the upper right side of the screen. The Payroll EIN column is displayed on the payroll selection screen. It can be used to filter or select payrolls. 
WFR-60786: Sync time is an example of a business process step that can be run for multiple payrolls at the same time, as shown below.
 

Open Alerts

Open alerts cannot be processed for multiple payrolls at the same time because judgement is required on the part of the payroll administrator when resolving the alert.

WFR-60803: A new column has been added to the View All Payrolls page under Manage Payroll > Manage Payrolls. The new column, # Alerts, can be added to the View All Payrolls page by clicking Select Columns. If there are any open alerts for the payroll, the field will be populated with a link to the alerts for the payroll, where alerts can be resolved. 

Validation of Payroll Type and EIN in Payrolls

WFR-68115: An error message stating You have selected an invalid payroll type for multi-payroll processing. Please select another payroll type to continue. now displays if users select an invalid Payroll Type for Multiple Payrolls Processing such as Historical, Void, Historical Void, Reconciliation, and Historical Reconciliation and then select Process Multiple Payrolls.

Payrolls: Latest Action Column

WFR-60793: A new column, Latest Action, is now available within the Payrolls report under Manage Payroll > Manage Payrolls > View All Payrolls for client companies and under Maintenance > Administration > Payroll Processing for Admin companies. This column will show processing and subsequently completed actions for Payrolls. It is positioned immediately after the Payroll Status column and included in the report by default.

Executing Accruals

WFR-69737, WFR-72947: Users will be able to run accruals for two or more payrolls at a time from the Process
Multiple Payrolls Utility menu if the following conditions are met:

  • Accruals must be enabled at the Company Level. If the company does not have Accruals enabled, the step will not appear in the Multiple Payroll Processing list. 
  • The Payroll Run Accruals business process step must be enabled for the company. 
  • Payrolls must have a Pay Date determined by a Pay Period. Other filters cannot be used to determine the payroll to be used for inclusion in the accruals calculations.

If the conditions described above are met, Run Accruals on Selected Payrolls appears in the Process Multiple Payrolls menu. Executing accruals is available in a single payroll run or within the Process Multiple Payrolls feature and can be completed from either menu.

Notifications: New Hire Diagnostic Report Notification

WFR-72425: A new notification, New Hire Diagnostic Report, is now available and can be used to notify the designated recipients when a New Hire Diagnostic Report is generated. The system creates a New Hire Diagnostic Report when an employee’s information is not included in the New Hire export because it is incomplete or invalid.

This notification can be configured for Admin companies (Maintenance > Admin Company > Notifications) or for client companies (Company Settings > Global Setup > Notifications).
The appropriate contacts can be specified as Recipients. The subject and body of the message can be configured accordingly, including available tags such as the recipient’s name. 

NOTE: When the New Hire Data Export is run at the Admin level for multiple companies, and several employees fail validation, the system will split up the New Hire Diagnostic report by company and EIN and then e-mail the notification to the recipient(s) selected. 

Company Taxes: Legend with Valid Tax ID Format

WFR-76484: A help icon has been added to the right of the State EIN Applied For checkbox within the Company Taxes. The message includes an EIN Legend that explains about valid EIN formats and updates that may be required to correct an invalid format. When an EIN is entered in an incorrect format, the system will present the user with an error message listing the acceptable formats specific to the jurisdiction and tax type of the record being updated. The EIN Legend identifies how the EIN should be entered. 

Tax Files: ADP Periodic and Quarterly File Updates

WFR-76478: ADP has made changes to the tax interface file specifications to support new requirements and updates to the ADP Employment Tax System. The changes ensure that the Oregon Transit Tax populates
appropriately in the ADP Periodic and Quarterly files. In addition, the ADP Interface date and format have been
updated accordingly.


Payroll New UI Enhancements

The following enhancements for the New UI have been added to this release. Please remember that the New UI can encompass both the mobile app on mobile devices and the desktop version, using the .home URL. 

W4 Federal Forms for State

WFR-76074: The functionality to support W4 Federal forms for states is now available within the new UI. A popup with a list of states has been added to the W4 Federal forms.

 

Scheduler Enhancements 

The following enhancements have been added to this release.

Scheduler Classic UI Enhancements

The following enhancements for the Classic UI have been added to this release.

Scheduler Constraints: Maximum Hours Per Two Weeks (Fortnight)

WFR-66475: A new employee Scheduler constraint, Maximum Hours Per Two Weeks, can now be configured within the Scheduler Profiles to set a maximum number of hours that employees assigned to the profile can work within a two-week (fortnight) period.

Shifts: Shift Swaps Across Schedules 

WFR-64099: Employees can now swap shifts that are in different schedules for different timeframes. For example, an employee scheduled for the current week can now swap shifts with employees on a different schedule for a following week.

 


Scheduler New UI Enhancements

The following enhancements for the New UI have been added to this release. Please remember that the New UI can encompass both the mobile app on mobile devices and the desktop version, using the .home URL. 

Schedule Menu: Cost Center/Skills Menu Added to Team Schedule View

WFR-80891, WFR-62962: Within the New UI, available in the mobile experience for the Mobile App or the .home desktop, we have added a new Team Setup > Cost Center/Skills menu option under Team > Schedule. The Cost Center/Skills menu option has maintenance options for Scheduled Cost Centers and Skills for use in the Scheduler module.

Scheduler Reports in the New UI

The Scheduler reports listed in the table within the detailed Scheduler release notes for August 2018 can be viewed from the mobile app or .home desktop. Users with appropriate permissions will be able to see the reports associated with the enabled subsystems for their companies. 

Security: Read Only Permission for ESS Skills 

WFR-70137, WFR-79731: A new setting in the Employee section on the ESS tab in the security profiles permits users View-only access to their own Skills as a part of their employee profile.

NOTE: This enhancement is available in both the New UI and the Classic user interface. 

Security: Read Only Permission for Scheduled Cost Centers

WFR-70136: A new setting in the Employee section on the ESS tab in the security profiles permits users View - only access to their own Scheduled Cost Centers as a part of their employee profile. 

NOTE: This enhancement is available in both the New UI and the Classic user interface

 

Cross Product Enhancements 

The following enhancements have been added to this release. 

Classic Cross Product UI Enhancements 

The following enhancements for the Classic UI have been added to this release. 

ACA: Ability for ACA to Support W-2 Safe Harbor Calculation of 2F 

WFR-20600: The IRS has provided three different safe harbors that can be used by applicable large employers (ALE’s) when populating Form 1095-C. These safe harbor codes are used by the ALE to communicate that though an individual was employed and not enrolled in the benefits offered, the coverage was deemed affordable using one of these three methods.

W-2 Safe Harbor

The W-2 Safe Harbor option compares the lowest monthly cost for the benefits of a certain level offered to an individual to the annual affordability percentage (set by the IRS each year) of that individual’s W-2 Box 1 wages for the same calendar year. To date, the Instructions for Forms 1094-C and 1095-C published by the IRS have specified that code 2F can only be used if it applies to all months of the calendar year for which the employee is offered health coverage. Previously, an ALE had to manually import this code into employees’ ACA timelines to utilize this safe harbor on Forms 1095-C. A new button within the Employee ACA Report will initiate a process to re-populate line 16 of the employee’s timeline. 

NOTE: For additional information, please see the detailed Cross Product release notes for the August 2018 release.

Access Control: Intelligent Unit Update

WFR-63061: When updating Access Control Intelligent Units via Middleware, the Keycodes and Open Windows settings will now be included in the update. Previously, they were not included.

Additional Username Options 

WFR-64093: New tags are now available for the automatic generation of usernames. The employee’s birth month and birth year have been added to the available tags. These tags can be used when numeric values are needed to create distinct usernames. On the Account Policies tab, under Company Settings > Global Setup > Company Setup, the new tags can now be added to the Generate Username Format field from the info icon.

Companies using these tags for automatically generating usernames are advised to make the birthday fields mandatory. If the birthday field is not populated, the new username is added without any numeric values. If the same username already exists, a timestamp is used to ensure uniqueness.

Data Retention Updates

In the June system release, we introduced Data Retention functionality. which allows companies to determine how long data should be kept in the system before it is removed. In this release, we have updated Data Retention with new options. The Data Retention Configuration User Guide will be updated with these enhancements and should be available within a couple weeks of the system release.

Some of the key updates include:

Policies and profiles can be added for Admin Account types in Admin or Holding companies. A new Company profile is available for all Company types that can clear records that are not directly associated with an account but may contain personal information.

A Default version of the Individual Data Removal workflow is now available. Previously, this workflow was only available as a user-defined workflow. The default workflow is accessed from the Workflows page under Company Settings > Global Setup > Workflows and selecting the Add Default button rather than the Add New button. 

Please refer to the user guide for more details.

 

New UI Enhancements

The following enhancements for the New UI have been added to this release. Please remember that the New UI can encompass both the mobile app on mobile devices and the desktop version, using the .home URL.

Report Lists in the New UI

Classic UI users can view employee data in pages that behave like functional reports. Report features like grouping, sorting, formatting, exporting and the creation of custom columns can be used on these pages. In this release, we are bringing approximately 50 of those pages to the New UI as report list pages. In the New UI, report page lists will display the same data that is available to Classic UI users. The ability to create, update or delete data displayed in report lists will be made available in future releases. In the meantime, users will need to use the Classic UI to make any changes to the data. Report list pages can be accessed under the My Reports menu, or under any of the functional areas under the Team menu.

Reports in the New UI

Numerous reports were added to the new UI in the February and April releases. Enhancements to those reports are described below.

Warning Added When Saving Report Settings

WFR-74675: When users in the .home desktop environment make changes to reports settings, such as sorting, grouping, applying filters, etc. and then navigate away without saving those changes, a warning will now display to prompt the user to save any unsaved changes. Clicking Cancel will preserve edits and allow the user to go back and save the changes. Clicking OK, and then navigating away from the page will result in the changes being lost.

Custom Filters

WFR-74708: Within the New UI, custom filter entries will now have the ability to be moved up or down in the filter. This option is available for each entry and is accessed by clicking the triple dot icon.

Custom Columns

WFR-64355, WFR-76067: All .home users can now create custom columns in reports. To create or modify a custom column in a report, click on the triple dot icon, then Add/Remove Column in the action pop-up, then click Manage Custom Columns. Up to 25 columns can be added.

Company Groups Added to Employee Filters

WFR-64358: Company groups can now be used to give members access to shared reports. Within a report, click the triple dot icon and select Save View As… When the Share option is enabled, select Browse… and a pop-up with three tabs will display. Please see the detailed Cross Product release notes for more detail. 

Exports: Export Settings

WFR-70192 & WFR-66287 & WFR-74535: In the New UI, both mobile and .home desktop users can export reports. For the .home desktop users, a new Export Settings link has been added to the Export pop-up, which will allow additional settings to be added to the export and customized column labels can be configured and included in the export. In the .home desktop environment, Export Settings can also be accessed separately under the triple dot icon of the report. Selections made in the Export Settings can be saved using the Save View As option for subsequent use.

Printing Reports in New UI

WFR-64542: Within the New UI, users in the .home desktop environment are able to print report charts and select printing options from a pop-up window. In this release, we are extending this same functionality to include the report itself. When the Print option under the triple dot icon is selected, the same print window available for charts will be available for the report.

  • If the Charts panel is shown below the report, the print option will print the report data along with all charts shown in the panel. 
  • If the Charts panel is hidden, the print option will print only the report data.

Scheduling Reports: My Scheduled Reports Option Available

WFR-51709: In the New UI within the .home desktop environment, users will now be able to schedule reports to run on specific days and times. Scheduled reports are also available on the mobile app, but will be read-only. The scheduling must be done in the desktop. Please refer to the detailed Cross Product release notes for more detail. 

Report Chart Enhancements

In the June 2018 system release, we introduced charts, which allows a graphical  representation of selected report data and metrics to be added to a report. In this release, we have added some additional features and they are listed below.

Charts: My Dashboard Search

WFR-79205: A search function has been added to make it easier to find and select the reports to be displayed on the My Dashboard page. Click the Search icon and enter a few characters to filter the list on the Reports pop-up. After selecting the desired report, click on Apply.

Charts: Side Panel Options Rearranged

WFR-78151: When opening a report from a dashboard and then opening Select Charts, the side panel has been reconfigured so the Edit and Delete options are now under a triple dot icon, allowing more space for the report title to display. An Add New option has also been added to help users quickly create a new chart without leaving the panel. 

Charts: Hyperlinked Chart Title, Row Count Metric, Stacked Column Option Added 

WFR-79384: Several usability enhancements have been added to charts.

1. The chart title is now hyperlinked and when clicked, will open the report and show all related charts and allow maintenance on existing or new charts.

2. When creating or editing a chart, a new Stacked chart option is now available and can only be used with Vertical Bar or Horizontal Bar types. This option can be turned on/off when editing the chart. This option will consolidate the data and overlay the metric information on the stacks.

Charts: Report Charts Associated with Saved Views

WFR-81398: Previously, when a user added a chart to a report with a saved view, and then switched to a different view, the chart still appeared in the panel, but showed an error due to the view being changed. To help avoid confusion when switching views, the previous chart tied to the other view will no longer display. 

Another new option in charts is the Row Count metric. This metric is useful in reports with limited or no other metric options. Choosing Row Count will simply count the number of incidents selected for the report and is available for all chart types (Line, Pie, etc.).

New! Manager Report Dashboards for New UI

Module Dashboards for Managers

WFR-79474: In the June 2018 system release, we introduced My Dashboard, which allows reporting charts to be added to reports in graphical format. In this release, we are introducing new module dashboards that will allow managers to customize and quickly access important data through the addition of specific charts. These dashboards are only available in the New UI, using the .home desktop. Each dashboard will contain a button to expand to full screen mode and the Add Chart option under the triple dot icon. Listed below are the new dashboards, menu paths, and examples.

My Team Dashboard

WFR-79474: Dashboards are available for each module enabled in your company. A general dashboard is available from the Team > My Team > Dashboard menu path, accessed under the hamburger menu.

Time Dashboard (TLM Module)
WFR-77665: Team > Time > Dashboard

Schedule Dashboard
WFR-77672: Team > Schedule > Dashboard

Benefits Dashboard (HR Module)
WFR-77673: Team > Benefits > Dashboard

HR Module Dashboard
WFR-77828: Team > HR > Dashboard

Talent Dashboard (Recruitment Module)
WFR-77829: Team > Talent > Dashboard

Learning Dashboard (Skills, Training, Certifications)
WFR-77830: Team > Learning > Dashboard

Compensation Module Dashboard
WFR-77831: Team > Compensation > Dashboard

Payroll Module Dashboard
WFR-77832: Team > Payroll > Dashboard

Recruitment Module Dashboard
WFR-77833: Team > Recruitment > Dashboard

REST APIs

Discontinued REST APIs in This Release
No REST APIs will be discontinued in this release.

New and Modified APIs

Managed Cost Centers (MCC) API

Support for Managed Cost Centers has been added to the REST APIs. For full documentation, please refer to your regional online documentation, using the links shown above. Managed Cost Centers are documented under the companies/employees/managed-cost-centers resource.

WFR-79392: Users can now enable the Managed Cost Centers widget via REST API.

WFR-66270, WFR-79396, WFR-79886, WFR-81941: GET, POST and PUT requests can be sent to fetch, create and update MCC assignments and positions.

Throttling Limits

WFR-69552: As part of continual monitoring and evaluation the REST API throttling limits have been adjusted. The throttling window has been reduced from a rolling 3 minute to a rolling 60 second window, the result is a threefold net increase in possible call volumes.

VCA Configuration for Report Dialogs In Notifications

WFR-82655: Users can now add/change/get VCA Configuration For Report Dialogs In Notifications information via REST API. API calls can enable/disable the widget, add new information, or edit current information.


**For full details on REST API, please see the complete Cross Product Release Notes for August 2018

 

 

 

 

 

 

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Published by SaaShr / A Kronos Company
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