Release Notes - Scheduling Module

Release Notes - Scheduling Module

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


Feature Enhancements

Admin Entered Trades

  1. What: Administrators can now enter trades for end users.

  2. Why: This allows for greater flexibility when utilizing trades, especially in cases where the trade does not follow the usual approval process. 

  3. How: Navigate to Scheduling > Shift Board and right-click on a user. You will see the ability to Add Trade, click this, fill in the information, and click Save. 
  1. Use Case: A user has a last-minute trade but cannot go through the usual submission-approval process. Administrators can enter the trade manually from the Shift Board, ensuring the user has the traded time off.


  



Permission- Trades Registries 

  1. What: A permission (Trades - Can view trades registries) was added that allows users to be able to view the Trades Registries.  

  2. Why: This was added to allow departments to hide the trades registry if they are not utilizing it. 
  1. How: Navigate to Admin > Roles and Permissions > the Role you want to adjust. Search for Trades - Can view trades registries. With Allow on, users can view the registry, with Allow off, users cannot view the registry. 
  1. Use Case: My department doesn't require users to pay back individuals for trades, I can turn off the Trades Registry. Or, if your department only allows reciprocal trades, you could turn off the trades registry. 





Work Types for Unassigned 

  1. What: You can now assign work types to the users within the Unassigned portion of the Shift Board. 
  2. Why: This was enhanced per the request of a department that wished to have Work Types assigned to those in the Unassigned section. 
  3. How: Go to Shift Board > Unassigned and click the plus icon. You will now see the ability to add the work types.
  1. Use Case: You have specific users who are working a debit day and are unassigned, not on regular duty, this will allow them to have a work type.





Delete Snap Assignments from the Shift Board

  1. What: You are now able to delete a Snap Assignment from the Shift Board.

  2. Why: This was enhanced per request of several departments who wanted their company officers to be able to deploy a snap assignment, but not allow them access to the Setup of Scheduling to delete them.
  1. How: Click the three verticle dots next to the assignment name, and click Remove Snap Assignment. 
  1. Use Case: This allows you to delete any accidentally deployed Snap Assignments without having to leave the Shift Board. 





Denied Time Off Note on the Shift Board

  1. What: You can add a Note to the Time Off you Deny on the Shift Board. 

  2. Why: This was enhanced per the request of a department that wanted to have the ability to add the reason TIme Off was denied while operating on the Shift Board. 

  3. How: When denying Time Off on the Shift Board in the Scheduling Deputy, you will see a Note box appear. 
  1. Use Case: I'm denying time off due to a lack of available sign-ups on the Shift Board, I can manage the denial without having to leave the Shift Board. 





Announcements in the System Log

  1. What: Announcements now appear in the System Log. This includes creation, editing, deleting, and when an end user acknowledges a Required Reading announcement. 

  2. Why: This was enhanced per the request of a department that wanted the ability to see when a user had confirmed that they read an announcement. 

  3. How: When an announcement is created, edited, deleted, or read, a log entry will appear in System Log. You can find this easier by filtering down via Module to Schedule Announcement.





Edit Time Off in the Calendar View

  1. What: You can Edit Time Off in the Calendar View under the Review tab. 

  2. Why: This was done to allow you to complete all tasks from one screen, without having to navigate to another.

  3. How: Navigate to Time Off > Review > Calendar. You will see a pencil allowing you to edit the Time Off. 
  1. Use Case: You need to make an adjustment to a user's Time Off. Now you can do it without having to change windows. 






Show only used Time Types on Time Card

  1. What: You can choose to show only the Time Types used on the Time Card.

  2. Why: This was enhanced at the request of a department. 

  3. How: Navigate to Scheduling > Setup > Time Card and Toggle on Only Show Time Types Used. Next, Navigate to Scheduling > Time Cards. You should only see the Time Types that have values. 
  1. Use Case: To improve visibility and prevent users from putting in inaccurate information, you can use the Only Show Time Types Used.  








Shift added to Call Shift Rules builder.

  1. What: Shift Filter is now present in the Call Shift Rules builder.

  2. Why: This was enhanced per the request of a department.

  3. How: Navigate to Scheduling > Setup > Call Shift Rules > Edit Rule. You will see the Shift filter at the bottom of Call Shift Details. 







Updated Call Shift Buttons on Dashboard

  1. What: Buttons to Accept or Deny a Call Shift were updated on the Scheduling Dashboard. 

  2. Why: This was enhanced to make the buttons easier to use. 
  1. How: No changes need to be made to your system for this to work. Navigate to Scheduling > Dashboard when an active Call Shift is pending to see the new buttons. 





Import Tool for Accrual Hours

  1. What: A new import option of Personnel - Accrual Hours was added to the import wizard. 
  2. Why: This was added per the request of multiple departments to bulk import or update individual accrual profiles.
  3. How: Navigate to Admin > Import Wizard and select the Personnel - Accrual Hours. You can download the sample spreadsheet, upload your sheet, and follow the steps that are presented. 
  4. Use Case: If I need to bulk update Accrual Profiles or adjust the banks, I can do that via this import wizard. 

Import Tool for Personnel Accrual Profiles 

  1. What: You can now bulk assign employees to Accrual Profiles. 
  2. Why: This was added per the request of a department. 
  3. How: For this to work, all accrual profiles must be built in Scheduling > Setup > Accruals. Navigate to Admin > Import Wizard and choose the Personnel - Accrual Profile. Download the sample spreadsheet and follow the steps that are presented. 
  4. Use Case: If I need to bulk assign Accrual Profiles to personnel, this route makes it easier and simpler. 

Bulk Adjust Call Shift Ranking

  1. What: You can bulk adjust the hours of a Call Shift Ranking list. 
  2. Why: This was added per the request of a department that wanted to bulk-adjust hours for all users on a Rankings list. 
  3. How: If your ranking list is Hours Based, you can navigate to Call Shifts > Call Shifts Rankings > and select the Bulk Adjust button. 
    Fill in the information as appropriate and click Save. 
  4. Use Case: If bulk adjustments are needed, this feature ensures easier and rapid functionality to do so. 


 



Ranking Page Update

  1. What: A new setting has been added to the Call Shift Setup section that allows for phone numbers to appear on the Rankings Page. 
  2. Why: This was added per the request of a department. 
  3. How: To enable the phone numbers to appear on the Rankings page, first navigate to Scheduling > Setup > Call Shift Rules > Settings. Enable Show Phone Number on Ranking Page. You should now see the Phone Number column in the Call Shifts Ranking Page. 
  4. Use Case: In times when you cannot send a call shift, you can call individuals from the Rankings page, thereby utilizing a faster form of reaching users. 


  



New Rotations

  1. 2 on / 3 off / 5 on / 4 off
  2. Chelan A Shift
    1. 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 6 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 8 on / 3 off
  3. Chelan B Shift
    1. 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 8 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 6 off
  4. 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 2 off
  5. 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 4 off
  6. 1 on / 1 off / 1 on / 1 off / 1 on / 2 off / 2 on / 1 off / 2 on / 2 off

  7. 1 on / 2 off / 1 on / 23 off / 1 on / 23 off / 1 on / 23 off / 1 on / 23 off / 1 on / 23 off / 1 on / 23 off / 1 on / 20 off

  8. 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 8 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 3 off / 4 on / 6 off

  9. 7 on / 63 off


Fixes

Reciprocal Trade Request not sent to Approving User

  1. What: A bug was causing Reciprocal Trade requests to not notify the approving user, preventing them from reviewing and accepting or denying the trade via Shift Trades → Review page. This has now been resolved, ensuring that notifications are correctly sent.

Shift Board not remembering items

  1. What: We fixed an issue where the Shiftboard did not remember the last selected filter when navigating away and returning. Previously, users would select a specific board filter, but upon returning, the system would default back to "All Assignments," causing confusion and additional steps to reapply the correct filter.

Accrual Profiles Not Moving  

  1. What: Resolved an issue where accrual profiles were not automatically progressing to the next profile as expected. This was causing bank balances to remain outdated, leading to discrepancies in accrual calculations.

Payroll Summary Reports Printing Wrong Date

  1. What: A bug was identified where the Payroll Summary Report displayed incorrect dates when printed or downloaded. The dates shown at the top did not match the filter applied, leading to inconsistencies in the report output. The issue is already solved.

Auto Hire Check Mark Vanished

  1. What: A bug was reported where the Auto-Hire check mark would disappear on the Call Shift Page. The issue has been resolved.


The work subtype is removed when moving a user rotation to a work shift

  1. What: A bug was reported where a work subtype would be removed automatically when a user was moved from a rotation to a work shift on the shift board. The issue has been resolved.


Time Card Hours appear as not approved after switching the Pay Period display

  1. What: A bug was reported that previously approved Time Card hours would be reverted to not approved after updating the Pay Period view settings. This issue has been resolved.


Force Icons displayed incorrectly

  1. What: An issue was reported where the Force icon was displaying inaccurately within the Mandatory Fills Detail page when the pagination was set to 20. The Force icon would not disappear after a user was forced and would remain until the pagination was set to 'all.' This issue has been fixed.


Error adding manual Trades Register

  1. What: An issue was reported where any manual trade register entries were not saved. This issue has been resolved.

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