Release 2014.3 (September 2014)

Enterprise Portal

Application Enhancements - Enterprise Portal

Locations Section:

• Time drop down menu - Moved Project and Activities to the Time section and added a Shift Differential screen (for use with the Policy Module).
• Location Summary window - Added columns to display Code and Status.

• Location report fields now include UDFs (Custom fields created). 

•  Added employee to Collaboration filter.
  - Open a created survey
  - Open Results Detail Tab
  - Click on Filter link – a new filter displays to filter by employee.
  

• Ability to not include terminated employees in the payroll export.
• Absent/On page now includes column for Alert/Note/Clock Reason.
• Attendance Roll up does not include inactive employees by default.
• Attendance Roll up filters can now be saved.

• Ability to add a ‘Default Policy’ so that all employees will have a policy if a specific policy is not assigned to that employee.
• Ability to add ‘Shift Differential Definitions’ which can be defined per location.
• Time Settings by Location in Policies - New option so users can now tell the policy to use the ‘Time Settings’ that have been defined in the Locations section on the Time > Setup Time & Rules window.

Recruiting Module:

• Users can now copy Recruiting Applications.
• Upgrades to Recruiting portal filters.
• Users can now change a Recruiting Person’s Application status.
• New Recruiting filter that allows users to easily find persons that have not filled out an application.

• Add Credential column filtering to Expired & Expiring Credential pages.
• New Location filter for Credentials.

Employee Section:

• User can filter Employee section by Labor Pool.

Template Section:

• Totals are now available by Employee, as well as by Station, with a radio button for selection.

Time Section:

• Absent/On window now includes column for Alert/Note/Clock Reason.
• Attendance Roll up does not include inactive employees by default.
• Attendance Roll up filters can now be saved.

New Features - Enterprise Portal and Location Portal

New Reports Section:

• The default will be the new reports section.
• Users can use link to go to the old reports section, which will be available for a limited time only.
• Functionality:
  - All fixed reports in old section are still available. Nothing has been removed.
  - Streamlined Design Report process with new columns and filters.
  -  Adds ability to email reports to users/locations on a schedule.
  - Adds four (4) New Data Sources. 

Navigation

• Favorites List on start page, in Report toolbar.
• New List page for reports. Easier to find reports than left menu listing.
• “Recent” drop down - quick access to last 5 reports viewed.

For a list of all data sources and their field definitions, refer to Report Field Definitions.

• Org Employee Credentials: Used with Credentials Module for reporting on qualifications.
• Accruals: Used to report accrual types and balances.
• Attendance: Used with Policies and attendance tracking.
• Processed Time and Scheduled Shifts: Used with Time Module. Allows reports across both data source of Processed Time (calculations for OT, Differentials, etc) and Scheduled Shifts.

New Design/Chart Editors

• Multi-select columns when adding to report 
  
• Single-click re-order of columns 
  
• Single-click delete of columns 
• Single-click hide/show column

New Column Features

• Column Filters - Ability to filter on any field in report AND save the filter with the report. 
  
• Formula Columns - A column with a user-defined function. Can read the data of other columns if included in report. 
  
• Hidden Columns - Columns can be included but not shown. Useful for having data available for formulas. 
  

New Filter Editor

• Robust date filtering, either to relative date ranges or specific dates. 
  
• Filter builder allows selecting field of interest before downloading data. Helps with performance for large enterprises. 
  
• New filtering fields: Client(s), Labor Pools(s), Projects(s), Template(s), Schedule(s).
  

New Report Toolbar

• Includes robust date-navigation in the toolbar.
  
• Links to pop-up Filter or Style selector, without navigating away from report.
  
• Quick link to add report as favorite.
  

Package Deliveries

• Set a schedule to send packaged reports via email. 
  
• Add multiple subscribers from Enterprise or Location users. 
  
• A special subscriber "Location" sends the report to the Location's email address. 
  
• Schedules are time-zone aware. For example, a 6 AM report is sent to location users at 6 AM local time. So, reports to an Eastern time zone are delivered an hour before reports are delivered to a Central time zone. 
  

Package Alerts

• A special type of delivery where the report is ONLY sent if it contains data. 
  
• Useful for EXCEPTION reporting. The report must be designed to return zero rows under normal conditions, but include rows when exceptions occur. Example: Absent employees in last 15 minutes. 
  
• Alerts can be run as frequently at every five minutes. 
  

Self Training Guides

Click the links below to download self training guides.