Enhancements

Build New Rotations

• What - Added additional predefined rotation rules in Setup → Rotations → Rules to expand scheduling pattern options available for shift assignments and Kelly Day generation.
• Why - Implemented due to customer request to support more real-world rotation patterns without requiring custom configuration workarounds.
• How
  • Enable the new rotation rules
    • Navigate to Setup → Rotations → Rules
    • Locate the newly available rotation rules and include them for your client account (they are excluded by default)
  • Use the rotation rules in scheduling
    • Associate an included rule to a rotation configuration
    • Apply the rotation on the Shift Board for shift assignments
  • Apply rotation rules to Kelly Days (optional)
    • When adding Kelly Days to user rotations, select the rotation rules (based on rules) that align to your staffing plan
  • Notes
    • Newly added rotation patterns include:
      • 2 on / 2 off / 1 on / 4 off / 2 on / 3 off
      • 2 on / 2 off / 3 on / 7 off
      • 4 on / 3 off / 4 on / 3 off / 4 on / 10 off
      • 1 on / 1 off / 1 on / 1 off / 1 on / 2 off
      • 2 on / 3 off / 1 on / 3 off
      • 2 on / 2 off / 2 on / 2 off / 2 on / 4 off
      • 2 on / 5 off / 3 on / 4 off
      • 1 on / 1 off / 1 on / 4 off / 2 on / 1 off / 1 on / 3 off
      • Fort Bragg Long
        • 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 4 off / 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 4 off / 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 4 off / 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 4 off / 2 on / 2 off / 2 on / 2 off / 2 on / 2 off / 2 on / 8 off
      • 1 on / 56 off
      • 1 on / 11 off / 1 on / 2 off / 1 on / 8 off / 1 on / 5 off / 1 on / 8 off / 1 on / 2 off
      • 8 on / 27 off
      • 2 on / 7 off / 2 on / 3 off 
      • 1 on / 7 off / 1 on / 5 off

• Use Case - A scheduling admin can enable the new rotation rules and immediately apply a more specialized pattern (including long-cycle or extended-off rotations) to the Shift Board, while also using the same rule set to generate Kelly Days aligned to the department’s rotation policy.

   

0 Value in Exclusion Rules

• What - Exclusion Rules for time off types now accept 0 as a valid value in the “Hours Before” and “Hours After” buffer fields. Additionally, exclusion logic has been corrected to ensure each time off event is matched to its specific rule rather than applying a blended buffer window across multiple rules. This results in more precise and predictable exclusion calculations when multiple rules exist.

• Why - This enhancement was implemented due to customer request to allow exclusion windows that begin or end exactly at the time off boundary, while also improving accuracy in complex multi-rule configurations.

• How

  • Configure an Exclusion Rule

    • Navigate to Scheduling → Set Up → Time Off Settings.

    • Open the applicable Time Off Type.

    • Select the Exclusion Rules tab.

    • Enter a value of 0 or greater in the Hours Before and/or Hours After fields.

    • Save the rule.

  • Validation & Logging

    • The system enforces whole numbers ≥ 0.

    • Changes, including 0 values, are recorded in the audit log.

  • Note: Existing rules with values ≥ 1 continue to function without modification.*

• Use Case - An agency that wants exclusion logic to begin exactly at the start of time off can now set “Hours Before” to 0, ensuring no artificial buffer prevents eligibility prior to the time off start time. In multi-rule environments, each rule now evaluates independently, producing accurate call shift and mandatory shift eligibility results.

   

Add Availability to Vacancy Panel

• What - Added a Show Availability toggle in the Schedule Employee modal so schedulers can view a ranked list of personnel who have marked themselves as available for the selected call shift and quickly select them for assignment.
• Why - Implemented due to customer request to reduce manual searching during vacancy fills and make it easier to identify eligible, available personnel using existing ranking logic.
• How
  • Configure availability as needed
    • Update availability settings so personnel can mark themselves available for call shifts
  • Open the vacancy assignment flow
    • Navigate to Scheduling → Shift Board
    • Select a Vacancy, then choose Single Day
  • Show and use the availability list
    • In the Schedule Employee modal, enable Show Availability (top-right, near the close control)
    • Review the ranked availability panel (loads only when toggled on)
    • Use the position filter dropdown (defaults to the position being scheduled) to adjust what availability you’re viewing
    • Click a user card to auto-populate Employee (required), complete remaining fields, and click Save
  • Notes
    • The availability list updates in-session: assigned personnel are removed immediately to prevent double-booking
    • The toggle resets each time the modal is reopened
    • If availability fails to load (or no availability exists), schedulers can continue using the standard manual employee search
• Use Case - When filling a same-day call shift vacancy, a scheduler can open the vacancy, turn on Show Availability, pick from a ranked list of available personnel (filtered by position), and assign someone in one click without running separate searches or risking selecting someone already committed.

Add Shifts to “Contacted and On Duty” Charging

• What - Added a new By Shift option for the Contacted and On Duty charge trigger so organizations can charge only when a user’s assigned personnel shift matches the shift board rotation for the call shift start date.
• Why - Implemented due to customer request to support contract policies where charging should only occur when members are working their normal assigned shift rotation.
• How
  • Enable “By Shift” for the charge trigger
    • Navigate to call shift charging rules configuration
    • Select Contacted and On Duty as the charge trigger (this is the only trigger where By Shiftappears)
    • Enable the By Shift toggle and Save
  • Understand how matching is evaluated
    • Shift matching uses the call shift start date (when the notification is sent), not the date of the vacancy being filled
    • Users are charged only when they are on duty, contacted, and their personnel record shift matches the shift board shift for that day
  • Notes
    • By Shift is disabled by default to preserve existing behavior
    • Users without an assigned shift in their personnel record will not be charged when By Shift is enabled
    • Historical charges are not recalculated when toggling this setting or changing shift assignments
• Use Case - If a department charges for call shifts when members are contacted while on duty, enabling By Shiftensures members are only charged when they are contacted during their assigned shift rotation (e.g., A-shift members are charged only on A-shift days), aligning billing behavior to labor agreements.

Fixes

Virtual Scrolling Race Condition When Rapidly Switching Dates

• What - Fixed a race condition in the schedule view’s delayed-render (“fake” virtual scrolling) logic that could display assignments from multiple dates in the same view when users switched dates quickly.
• Why - Implemented due to customer request to prevent mixed schedule data and ensure the schedule view reliably reflects only the currently selected date.
• How
  • Use the schedule view normally
    • No configuration changes are required; the fix is applied automatically wherever the virtual scrolling optimization is used
  • Notes
    • Pending timeouts are now stored and cleared when new schedule data loads
    • Timeouts are also cleaned up when the component is destroyed to prevent stale rendering
• Use Case - A scheduler rapidly navigating day-to-day (especially on dates with more than five assignments) will now see only the selected day’s assignments, avoiding confusion caused by leftover delayed renders from previously viewed dates.

Additional Call Shift Acceptance Blocked During Partial-Day Time Off

• What - Corrected call shift validation so users with partial-day time off (with Include in Call Shift enabled) can accept or be assigned call shifts that fall entirely within their available window, without receiving an “already working/on duty date” blocking error.
• Why - Implemented due to customer request to support partial-day availability scenarios without incorrectly treating the entire day as unavailable.
• How
  • Ensure time off is configured for call shift availability
    • When creating partial-day time off, enable Include in Call Shift
  • Accept or assign call shifts within the available window
    • Users can accept via Scheduling → Dashboard
    • Admins can assign eligible users through standard call shift workflows
  • Notes
    • Validation now evaluates actual time-window overlap instead of blocking based on the calendar date alone
• Use Case - If a member has daytime time off (e.g., 0800–2000) marked Include in Call Shift, they can now accept a call shift that runs during those hours even if they also have a non-overlapping rotation assignment on the same date.

Max Consecutive Hours Validation Error

• What - Fixed rotation assignment validation so max consecutive hours calculations correctly account for time off and non-working periods, preventing false positives that incorrectly blocked valid rotation assignments.
• Why - Implemented due to customer request to eliminate assignment disruptions caused by consecutive-hours validation miscalculations.
• How
  • Assign rotations as usual
    • No configuration changes are required; the corrected validation logic is applied automatically
  • Notes
    • Previously blocked assignments that were within configured thresholds may now process successfully
• Use Case - When assigning a member to a rotation near an approved time-off window, the system now calculates consecutive working hours based on actual scheduled work time and allows assignments that comply with configured limits.

Manual Awarding Call Shifts Now Display Accepted Users Immediately

• What - Fixed a visibility issue where accepted users in multi-member call shifts with Manual Awarding enabled did not appear on the shift board until the shift reached a “Partially Filled” state; accepted users now display immediately.
• Why - Implemented due to customer request to provide real-time visibility during manual awarding workflows and reduce confusion about whether an acceptance was recorded.
• How
  • Manage manual awarding as usual
    • Create or access a multi-member call shift with Manual Awarding enabled
    • Change a candidate’s status to Accepted
  • Verify real-time visibility
    • The accepted user appears immediately on the Shift Board (and in Scheduling Deputy)
    • The shift status reflects Partially Filled once at least one member is accepted
  • Notes
    • No configuration changes are required
• Use Case - During a multi-member manual awarding process, administrators can accept one candidate and immediately see that person on the shift board, even while other candidates remain pending or deny, improving situational awareness and reducing duplicate actions.

Call Shift Mandatory Fill Qualifier Dropdown Reset

• What - Fixed a dropdown reset issue on the Call Shift Mandatory Fill Rankings page so selecting the default empty Select Qualifier option properly clears state without triggering API requests with null qualifier IDs.
• Why - Implemented due to customer request to prevent unnecessary backend calls and confusing page behavior when restarting qualifier selection.
• How
  • Reset the qualifier selection
    • Navigate to Call Shift Mandatory Fill Rankings
    • Choose any qualifier to load rankings
    • Re-select Select Qualifier to reset the view
  • Notes
    • Rankings, filters, and related state are cleared cleanly
    • Route query parameters are cleared when returning to the default selection
• Use Case - A scheduler reviewing mandatory fill rankings can test different qualifiers and reliably reset back to the initial “choose a qualifier” state without causing extra requests or errors.

Partial Shift Deletion Error When Overlapping Rotations

• What - Fixed an RFC parsing error that prevented users from deleting partial time-off shifts that overlap with rotation schedules when using the This Date deletion option.
• Why - Implemented due to customer request to restore reliable partial time-off management in overlapping schedule scenarios.
• How
  • Delete the partial time-off entry
    • Open the partial time-off entry for the date
    • Select delete and choose This Date
  • Notes
    • Overlapping rotation schedules no longer trigger the RFC parsing failure during deletion
• Use Case - If a member has a rotation shift (e.g., 0630–1630) and a partial time-off entry on the same date (e.g., 0630–1430), they can now delete the partial time off using This Date without encountering errors, keeping schedules accurate and maintainable.

Off-Roster Request Approval Emails Not Sent When Approval Routing Rule is Configured

• What - Resolved an issue where designated approvers were not receiving email notifications for off-roster requests when an approval routing rule was configured, even though notifications were enabled.

• Why - This fix was implemented due to customer request to ensure approvers are reliably notified of pending off-roster requests requiring action.

• How

  • Verify Configuration

    • Navigate to Scheduling → Setup → Off-Roster Settings and confirm an approval routing rule exists.

    • Confirm notifications are enabled under Scheduling → Setup → Settings.

    • Confirm the approver has notifications enabled under User Profile → Notifications → Scheduling Options.

  • Submit Off-Roster Request

    • A user submits an off-roster request.

    • The system evaluates the routing rule and sends email notifications to the designated approver(s).

• Use Case - When a firefighter submits an off-roster request that requires battalion-level approval, the designated approver now receives an email immediately, ensuring the request is reviewed and processed without delay.

BULK CHANGE Error When Moving Users from Assignments

• What - Fixed a critical issue where recurring Bulk Change processes failed or timed out when moving users into positions flagged as vacancies, including cases where single-user changes appeared to run but did not persist.

• Why - This fix was implemented due to customer request to ensure reliable recurring assignment changes regardless of vacancy flag status.

• How

  • Initiate Bulk Change

    • Navigate to Scheduling → Shift Board → More Actions → Bulk Change.

    • Select one or more users.

    • Configure recurring assignment parameters.

    • Click Select to process.

  • The system now processes vacancy-flagged positions without error and persists all changes correctly.

• Use Case - An administrator performing recurring assignment adjustments for multiple personnel into vacancy-marked positions can now complete the action without timeouts or silent failures, ensuring schedule integrity across future dates.

Ability to Adjust Rotation Times on Assignments Without Defined Time Frames

• What – This fix resolves a validation error that prevented users from adjusting start and end times for rotations linked to assignments without predefined time frames. Previously, the system incorrectly enforced the original rotation time range and blocked edits with an error message. Users can now freely modify rotation times on open-ended assignments and save those changes without interruption.

• Why – This correction was implemented due to customer request to remove unnecessary validation constraints and restore flexibility when managing rotations tied to assignments that do not have defined time boundaries.

• How

  • Navigate to the assignment created without predefined start and end times.

  • Locate the associated rotation on the Shift Board.

  • Select Edit for the rotation on the desired date.

  • Adjust the Start Time and/or End Time fields as needed.

  • Click Save.

  • Confirm the updated times reflect immediately on the Shift Board.

  • Prerequisite: The assignment must not have predefined start and end times for this behavior to apply.

• Use Case – A supervisor adjusts a rotation’s end time to accommodate a modified operational schedule for a special event. The updated hours save successfully and display accurately on the Shift Board without requiring removal and recreation of the rotation.

Payroll Reports Returning Incorrect Time Off Type Data with Reverse Trade Setting

• What – This fix corrects an issue where payroll reports did not properly respect the selected time off type filter when the “Reverse Trade on Report” setting was enabled. Reports were displaying regular time worked for users on trade-based time off, even when filtering by an unrelated time off type. The system now correctly applies the selected filter while maintaining proper reverse trade calculations.

• Why – This update was implemented due to customer request to ensure payroll exports remain accurate and aligned with applied time off filters, preventing reporting discrepancies and payroll reconciliation issues.

• How

  • Confirm the Reverse Trade on Report setting is enabled under Scheduling → Setup → Settings (if applicable).

  • Navigate to the Payroll Summary Report.

  • Apply a specific Time Off Type filter.

  • Run the report.

  • The system now evaluates each entry against the selected filter before inclusion in results, regardless of trade reversal status.

• Use Case – Payroll staff generate a filtered report for a specific leave category while reverse trade calculations are active. The resulting export includes only users whose time off matches the selected type, ensuring accurate payroll processing and auditing.

Terminated or Inactive Personnel Appearing in Mandatory Ranking Lists

• What – This fix resolves a data inconsistency where personnel marked as Terminated or Inactive appeared in Mandatory Ranking lists for qualifiers, despite being correctly excluded from Call Shift Ranking lists. Both ranking views now apply consistent filtering logic, ensuring only active personnel appear.

• Why – This correction was implemented due to customer request to maintain data consistency across ranking views and prevent unintended consideration of inactive personnel in staffing decisions.

• How

  • Navigate to Personnel → Personnel List and confirm a user’s status is set to Terminated or Inactive.

  • Open the Mandatory Ranking list for a qualifier.

  • Confirm the user no longer appears.

  • Compare with the Call Shift Ranking list for the same qualifier to verify consistent filtering.

• Use Case – When reviewing qualification-based rankings for staffing decisions, supervisors see only active personnel across both ranking views, ensuring accurate and compliant assignment selection.

Time Off Deduction Rules Applied After Accrual Validation

• What – This fix corrects the validation sequence for time off approvals when “Prevent Overdraft of Accrual Banks” is enabled. Previously, the system validated the full requested duration before applying deduction rules, causing legitimate requests to be incorrectly blocked. Deduction rules are now applied first, and the reduced hours are then validated against the accrual balance.

• Why – This improvement was implemented due to customer request to ensure accrual validation aligns with configured deduction rules and prevents incorrect denial of valid time off requests.

• How

  • Ensure Prevent Overdraft of Accrual Banks is enabled under Scheduling → Setup → Time Off Settings → Settings.

  • Confirm applicable deduction rules exist under the Deduction Rules tab.

  • Move a user to time off on the Shift Board and select the appropriate time off type.

  • Upon approval, the system first applies any matching deduction rule.

  • The adjusted hours are then validated against the user’s accrual bank.

  • Approval proceeds if the post-deduction balance is sufficient.

• Use Case – A 24-hour shift is moved to vacation leave with a deduction rule reducing the chargeable hours to 21. The system validates against 21 hours instead of 24, allowing the approval to proceed correctly when sufficient accrual balance exists.

Shift Board Validation Errors with Custom Start of Day (SOD)

• What – This fix resolves a validation window error affecting organizations with a non-midnight Start of Day (SOD) configuration. Overnight and tail-end shifts that crossed midnight were previously evaluated using an invalid backward time range, blocking drag-and-drop and manual scheduling actions. The system now normalizes shift times into chronologically valid datetime intervals, even when spanning midnight.

• Why – This update was implemented due to customer request to restore accurate scheduling behavior for agencies operating with a custom SOD, ensuring overnight assignments can be managed without validation conflicts.

• How

  • Open the Shift Board for the relevant activity date.

  • Confirm the organization’s Start of Day setting under system configuration.

  • Drag a user from Unassigned into an overnight or tail-end assignment, or manually schedule the assignment.

  • The system now evaluates normalized datetime intervals and allows valid overlaps.

  • If a validation failure occurs, the displayed date range will reflect a correct chronological window.

• Use Case – An agency with a 06:00 Start of Day assigns personnel to a 03:00–07:00 shift. The assignment processes successfully, and any remaining segments of the user’s shift are retained appropriately, ensuring accurate overnight staffing representation.

Call Shift Eligible Toggle Not Persisting for Non-Admin Users

• What – This fix resolves an issue where changes to the Call Shift Eligible toggle in personnel records were not saving correctly for non-admin users. The toggle now persists accurately regardless of user role, ensuring eligibility status aligns with call shift behavior.

• Why – This correction was implemented due to customer request to ensure call shift inclusion and exclusion settings function consistently across all roles.

• How

  • Navigate to the user’s personnel record.

  • Select Edit.

  • Locate the Call Shift Eligible toggle and set it to ON or OFF.

  • Click Save.

  • Reopen the record to confirm the toggle state persists.

  • Create a call shift for a date the user is not scheduled and verify inclusion or exclusion matches the toggle setting.

• Use Case – A company officer updates a member’s eligibility status for call shifts. The toggle saves successfully, and the member is either included in call shift notifications or excluded with the appropriate messaging, ensuring accurate staffing outreach.