Enhancements

Build New Rotation

• What – New rotation rules have been added to the scheduling system, providing additional flexibility in defining shift sequences. These newly introduced rotation patterns expand the available options when configuring rotations and Kelly Day rules, enabling more varied scheduling structures.

• Why – This enhancement was implemented due to customer request for additional rotation options that support more diverse operational scheduling needs.

• How

  • Enable rotation rules by navigating to Setup → Rotations → Rules.

    • Include the new rotation rules for the client account before they can be used.

  • Associate the rules with a rotation within the Rotations configuration.

    • After association, they may be applied directly on the Shift Board.

  • Use rotation patterns with Kelly Days when adding Kelly Days based on rules.

    • These new patterns function the same as existing rule-based Kelly Day configurations.
      

• Use Case – A department using a complex alternating schedule can enable and assign the new rotation rule set to ensure staff follow the correct recurring pattern across on/off cycles and any linked Kelly Days.
  

Mobile Trade Fix

• What – The shift trading interface has been redesigned for mobile, replacing the previous horizontal scroll layout with a vertical stack of responsive cards that restore full usability on mobile devices.

• Why – This update was completed due to customer request after users reported that mobile trade requests were inaccessible, preventing essential trade workflows from functioning on phones.

• How

  • Open trade requests from any mobile device in the shift trading section.

    • Trade requests appear as vertically stacked, scrollable cards.

  • Tap any card to view full details or take action.

    • No horizontal scrolling is required.

  • Use touch-optimized buttons for accepting, declining, or modifying trade requests.

    • Layout matches other mobile-optimized features for consistency.

• Use Case – Personnel can now manage trade requests from their phones while off-duty, reviewing full details and taking action directly from the mobile interface.
  

Recurring Time Off Notifications

• What – Recurring time off notifications are now consolidated into a single email instead of generating an individual notification for every instance, eliminating excessive email volume.

• Why – This improvement was implemented due to customer request to reduce the overwhelming number of emails produced when recurring time off created large sets of individual dates.

• How

  • Create recurring time off and the system generates all instances while sending only one email summarizing the assignment.

  • Cancel recurring time off and users receive a single deletion notification.

  • Review details via the embedded link to the Time Off Review page.

    • Single-day time off notifications remain unchanged.

• Use Case – When assigning a year-long recurring leave pattern, an admin can create it once, and the user receives only a single digest email summarizing the entire date range.

Bug Fixes

Approve/Deny Buttons Not Visible for Time Off Requests Created from Shift Board

• What – A fix ensures that all authorized approvers can now see Approve/Deny buttons for time off requests created on the Shift Board, restoring proper approval workflow behavior.

• Why – This correction was completed due to customer request after approvers reported missing action buttons, preventing normal request review.

• How

  • Verify the global approval setting in Scheduling → Setup → Time Off Settings.

  • Create time off from the Shift Board; approval buttons now appear correctly for authorized users.

  • Review requests in the Time Off Review page; permissions are applied uniformly.

  • Ensure roles have appropriate approval permissions.

• Use Case – During shift changes, approvers can immediately open the review page and approve a request created by another user without waiting for manual intervention.
  

Emergency Contact Import Wizard Fix

• What – The Emergency Contact Import Wizard now validates data correctly, displays accurate error messages, supports large imports via background processing, and logs all updates reliably.

• Why – This fix was implemented due to customer request after admins experienced incorrect validations, missing error messages, and inconsistent import behavior across files.

• How

  • Open import tools via Admin → Import Wizard → Personnel – Emergency Contact.

    • Compatible with .csv, .xls, and .xlsx formats.

  • Run imports and monitor error messages or exported error spreadsheets for corrections.

  • Use background mode for imports exceeding 100 rows.

    • Notifications alert when processing is complete.

  • Review system logs for import results.

    • Cross-client updates are not permitted.

• Use Case – A department uploading emergency contact updates for multiple personnel can import them at once, review any flagged errors, and rely on accurate validations before committing updates.
  

Time Off Request Failed Email Notification During Vacation Bidding

• What – A fix prevents the system from sending failure notifications when vacation bid time offs are successfully created, eliminating false alerts.

• Why – This correction was completed due to customer request after administrators received failure notifications even though the system properly created the corresponding time off entries.

• How

  • System now validates creation results before sending any failure notifications.

  • Only true failures result in an alert.

  • Successful time off generation during bid completion sends no error notifications.

• Use Case – After bid processing, admins can rely on notifications to reflect real issues without needing to manually confirm each created time off entry.
  

Trade Request Not Listing Users with Matching Qualifiers

• What – A fix ensures that the system now correctly lists all eligible users with matching qualifiers when initiating a trade from the Shift Board with qualifier restrictions enabled.

• Why – This was completed due to customer request after qualified personnel did not appear when initiating trades via the Shift Board, blocking trade workflows.

• How

  • Enable qualifier restrictions if required by department policy.

  • Right-click a user on the Shift Board and select ADD TRADE; the list now populates with all qualified personnel.

  • Use the Scheduling → Shift Trades → Request path which now shares the same filtering logic.

• Use Case – When staffing a specialized position requiring certifications, supervisors can reliably view all qualified personnel when initiating trade requests.
  

Qualifier Position Order Issue

• What – This fix ensures that removing intermediate positions from an assignment no longer disrupts the ordering of remaining positions or the alignment of scheduled users across scheduling views.

• Why – The issue was corrected due to customer request after departments experienced scrambled position order and misaligned assignments when removing unused positions.

• How

  • Edit assignments through Scheduling → Setup → Assignment, then open the Positions tab.

    • Remove only vacant intermediate positions.

  • Save changes and verify correct order on the Shift Board, Assignment tab, and Positions tab.

  • Note: Historical data affected before this fix remains unchanged.

• Use Case – When updating assignments to remove unused positions, admins can trust that active users remain correctly positioned without requiring manual reassignment.