Enterprise Portal


Application Enhancements - Enterprise Portal


Employees Section:
  • Leave requests allow times to span midnight.


Reports Section:

  • Added field choices for Start Time and End Time to EmployeeDaysOff data source.


Time Section:

  • Review tab - Variance report splits shifts at midnight.


New Features - Enterprise Portal


Organization Section:

  • Policies - The mass deploy option for Policies has been removed. It is replaced with a new Mass-Assign agreements menu in the Employees Section.

Roles Section:

  • Enterprise Role Change/Admin - The role ‘Employee Custom Fields’ now includes the ability to create lists for ‘Employee Agreements’ and ‘Employee Positions’.
  • Enterprise Role Name Change/Employee - ‘Assign Policy’ has been renamed ‘Assign Employee Agreement’. If User has this role it will stay in effect.
  • Enterprise Role Change/Organization & Employee. The new role ‘Mass-Assign Employee Agreement’ replaces the old role option to Mass Assign policies.
    Note 1: If the User had the role 'Assign Policies' (previously under Organization), they are automatically assigned the new role 'Mass-Assign Employee Agreement' (under Employee). No action is required by the Enterprise Administrator.
    Note 2: This role also allows Users to assign employee Agreement Type and Position (if lists are created in the Enterprise/Admin section).


Admin Section:

  • Lists - Added Employee Agreement Types.
  • Lists - Added Employee Positions.


Employees Section:

  • Tools folder - New 'Mass-Assign Agreements' link (Employee Agreements is the new name for Employee Policy assignment).
  • Employees Menu Bar - New tab for Agreements.


Reports Section:

  • Two new data sources for designing reports: Org Shifts, Time and Scheduled Shifts.
  • New Reports Section: Beta.


Location Portal


Application Enhancements - Location Portal


Employees Section: 
  • Leave requests allow times to span midnight.

Reports Section:
  • Redesigned Fixed Week Report - Employee availability added. 
  • Added field choices for Start Time and End Time to EmployeeDaysOff data source. 
Schedules Section: 
  • Tools folder - Added note field to Swap Board page. 
  • Tools folder - New Coverage Analysis report. 
Time Section: 
  • Review Tab - Variance report splits shifts at midnight.


New Features - Location Portal


Employees Section 

  • New field on Leave form (Sync Hours checkbox). 

Schedules Section: 
  • Schedule Totals page has a split at midnight option.


Self Training Guides

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