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.
Location Portal
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.