Release Notes - Scheduling Module

Release Notes - Scheduling Module

In order to provide you with more detailed information on our updates, we have broken the Release Notes down by module. 

Feature Enhancements

Resubmit Time Off

  1. What: We added the ability to resubmit time-off requests. 
  2. Why: This was done per the request of a department. 
  3. How:
    1. To enable this feature, navigate to Scheduling > Setup > Time Off Settings and toggle on Resubmit Time Off.
    2. To resubmit time off, navigate to Scheduling > Time Off > My Time Off and select a date in the future. You will see a calendar icon next to the eye; click it. This will bring up the modal to allow you to resubmit the time off for a different day. 
  4. Use Case: I, as an end user, submitted a time off request for a specific date, but my plans have changed. This allows me to resubmit to match my new plans. 


Shiftboard - Right Click to jump to User Calendar

  1. What: We added the ability to jump to a user's My Shift Calendar via the right-click modal on the Shift Board. 
  2. Why: This was done per the request of a department. 
  3. How:
    1. Users must have Access My Shifts to view their calendar via this method.
      1. Those who will be viewing all users' calendars will need My Shifts - View All Users.
    2. From the Shift Board, when you right-click on a user, you will see at the bottom that goes to the User Calendar. 
  4. Use Case: If I need to access my calendar or other users' calendars, this method allows for rapid navigation. 



Rapid Recall - Override Logic for Assigned Shift Overlap

  1. What: We added the ability to drag and drop users to assignments when they respond to a Rapid Recall, even when there is shift overlap. 
  2. Why: This was done to improve your experience when using the Rapid Recall feature. 
  3. How:
    1. To utilize this feature, you will need Rapid Recall enabled and set up. Follow this article for further - Rapid Recall Settings
    2. Next, you would drag and drop the user from the Call Shift section on the Shift Board to the appropriate assignment.

Call Shift - Last Date worked vs Last Day Accepted

  1. What: A new option has been added that allows you to determine the Ranking Option when setting up Call Shift Rules that use the list sorting option of Rotating. 
    1. The Ranking Option allows you to choose between two options:
      1. Last Date Accepted: This option allows you to move the individual when they have accepted the Call Shift. 
      2. Last Date Worked: This option allows the user to move based on the Start Date and Time of the accepted Call Shift. 
  2. Why: This was done per the request of a department. 
  3. How: Navigate to Scheduling > Setup > Call Shift Rules and either edit or create a new rule. You will see the Ranking Option at the bottom. 
  4. Use Case:
    1. Last Date Worked Use Case: I want the user to rotate on the list as soon as they accept a call shift. 
    2. Last Date Accepted Use Case: I send out multiple call shifts for future dates. I want to ensure that any call shifts sent for after that date passes, the user rotates, but anything between now and the date, I don't want them to move. 




Call Shifts - Show Qualifier in Call Shift Details 

  1. What: We added the ability to turn on or off the visibility of Qualifiers when viewing a specific call shift's details. 
    1. NOTE: This only affects the default behaviour of the Qualifiers Column; users still can hide or show the column within the Details page. 
  2. Why: This was done per the request of a department. 
  3. How:
    1. Navigate to Setup > Call Shift Rules > Settings, and towards the bottom of the options, you will see the toggle to Show Qualifiers in Call Shift Details. 
    2. Next, navigate to Call Shifts and view the details of a particular call shift by clicking the eyeball. You will see that there is no qualifier column within the Details.
  4. Use Case: This can clear the clutter of Qualifiers to make a more visually appealing details page, especially if users are assigned to multiple Qualifiers. 


Call Shifts - Disable Contactable Employee Preview

  1. What: We have adjusted the way that the Contactable User Preview shows within the Call Shift Rules Setting. When the Call Shift Rule has more than two qualifiers, you will not see the preview of who will be contacted. 
  2. Why: This was done to improve the performance of the system by limiting the information that has to be loaded within the preview. 
  3. How: When you are creating a new Call Shift Rule, and you assign more than 2 Qualifiers, the system will inform you that the Contactable Employees section is disabled.





Fixes

Inconsistent Assignments Without Time (AWT) time representation across CSV and printouts

  1. What: This update resolves multiple inconsistencies in how Assignments Without Time (AWTs) and User Rotations are represented in CSV exports and printouts from the Shift Board. The fix ensures that printed and exported outputs align with what users see in the schedule view, improving data clarity and accuracy.
    1. AWTs no longer appear as 24-hour shifts in CSV exports; time is omitted as expected.
    2. Time intervals in printed Shift Board rosters now match the ones seen in the UI schedule view.
    3. AWTs spanning 24 hours include clear time indicators in printouts to avoid empty/misleading fields.
    4. User rotation-based intervals are now printed correctly for full visibility into shift responsibilities.

Display Error Validation Message When Split and Save Fail to Apply Changes

  1. What: This enhancement addresses misleading success messages that appeared when Split & Save operations failed to apply changes.

Time Off / Shift Trades – The Approval process fails when the user has multiple roles

  1. What: This release resolves critical approval process malfunctions affecting users with multiple assigned roles in both Time Off and Shift Trades modules.

AD HOC Reporting - Fix for Missing Rotation Occurrences

  1. What: This update addresses a bug where certain personnel were missing from ad hoc payroll reports due to lost rotation occurrences in the database. The issue was triggered when users were removed and re-added to rotations, but their occurrences were not regenerated, resulting in incomplete report data. The fix introduces a backend command to allow Support to regenerate this data when needed.

Shift Trade - Improve shift trade request visibility

  1. What: This release addresses critical issues affecting the reliability of shift trade request visibility in the Review tab. This fix ensures all users can consistently see pending trade requests irrespective of the time zone discrepancies and provides clear visual data loading indicator.

  1. What: This fix resolves an issue where iCal calendar synchronization displayed incorrect user shift information due to a mismatch between the Rotation configuration and the Assignment creation recurrence rule configuration


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