Versions Compared

Old Version 38

changes.mady.by.user Frank Gambino

Saved on

compared with

New Version 39

changes.mady.by.user Frank Gambino

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Improvements to the Earnings Details and Hours and Earnings Recap reports

...

Overview

...

Overview

Excerpt

Include Page
RMS product name
RMS product name
version 9.06.03 includes the following improvements and new features: 

  • Functionality and user interface changes that allow users to copy up to 12 datasets into one dataset.
  • Separate payroll files for closing and exporting pay periods
  • A set of new features and improvements address premium pay that is paid to employees if they work on on their required days off or on their designated days off, that is, days for which employees were not scheduled to work but were available to work.
  • New and modified work rules that automatically pay specified premiums when employees work on their required days off or on their designated days off, that is, days for which employees were not scheduled to work but were available to work.
  • Improvements to the Earnings Details and Hours and Earnings Recap reports.
  • User-configured labels that appear on the Scheduling and Timeline Scheduling screens. These customizable labels are important to managers and administrative users because they indicate the required and designated days off for employees—days on which, if worked, employees will receive premium pay.
  • User interface changes that address earning approvals and approval authorization levels for both users and earnings types:

    • Approval levels for groups and users—The Security screen now features an Authorization Levels tab, from which users can define earning approval levels for user groups and individual users.

    • Earning approvals—Time Card Editors can now grant the primary approval for overtime (OT) and double-time (DT) earnings for individual employees in time card screens. Division Heads and Payroll Admins can grant the secondary approval for employees in the Earnings Approval Wizard.

  • A new search field in the Security screen that allows administration users to search for individual

    Include Page
    RMS product name
    RMS product name
    users rather than scroll through the entire list.

...

Improvements to Copy Dataset functionality  (13477, 13525, 13971)

This release includes the following improvements to the copy dataset functionality in Budgeting:

  • Increased number of datasets from which a user can copy – In previous releases, users could only copy a maximum of two datasets into another dataset. In this release, users can select up to 12 user- or system-defined datasets (including the EPEP and 30/60/90 datasets) to copy into one dataset. This more finely tuned copy functionality enables users to edit the specific data they know will be changing, which leads to more accurate forecasting. For more information, see Copying a Dataset - Budget.
  • Redesign of the Copy Dataset dialog box – On the Budgeting screen, the Copy Dataset dialog box (accessed from the gear menu) has been redesigned to accommodate copying from multiple datasets. In previous releases, the Copy Datasets dialog box contained side-by-side From Dataset and To Dataset sections. In this release, the From Dataset section appears at the top of the dialog box, and the To Dataset section appears at the bottom.

Interfaces, Budgeting

Budget exports can now be sent to both SFTP and to a directory on a local computer  (13819)

In previous releases, budget exports could be sent to either an SFTP (via Connect) or to location on a local computer—not both SFTP and a local computer. In this release, budget exports can be sent to both SFTP (via Connect) and to a local computer.

Info
iconfalse

Note: If you want to send budget exports to both SFTP and to a local computer, contact your UniFocus Configuration Specialist.

Labor

Schedule Labels  (13430, 13410, 13460, 13461)

If the appropriate work rules are configured, labels appear on the Scheduling and Timeline Scheduling screens to indicate whether employees have designated days off and recurring, required days off. These labels automatically update if there are changes to the employee schedule by either. When a label is changed either manually by a user or automatically by a work rule, schedules are automatically recalculated and updated to reflect the changes.

Info
iconfalse

Note: On both the Scheduling and Timeline Scheduling screens:

  • Users cannot edit or delete labels that are automatically generated by work rules.
  • Icons indicate which labels were manually created and which labels were automatically generated by work rules. (The icon for a rule-generated label is a scroll in the Scheduling screen and a book in the Timeline Scheduling screen.)

Change to job order in the Master Job drop-down menus on the Labor Structure screen  (14159)

...

)

This release includes the following improvements to the copy dataset functionality in Budgeting:

  • Increased number of datasets from which a user can copy – In previous releases, users could only copy a maximum of two datasets into another dataset. In this release, users can select up to 12 user- or system-defined datasets (including the EPEP and 30/60/90 datasets) to copy into one dataset. This more finely tuned copy functionality enables users to edit the specific data they know will be changing, which leads to more accurate forecasting. For more information, see Copying a Dataset - Budget.
  • Redesign of the Copy Dataset dialog box – On the Budgeting screen, the Copy Dataset dialog box (accessed from the gear menu) has been redesigned to accommodate copying from multiple datasets. In previous releases, the Copy Datasets dialog box contained side-by-side From Dataset and To Dataset sections. In this release, the From Dataset section appears at the top of the dialog box, and the To Dataset section appears at the bottom.

Interfaces, Budgeting

Budget exports can now be sent to both SFTP and to a directory on a local computer  (13819)

In previous releases, budget exports could be sent to either an SFTP (via Connect) or to location on a local computer—not both SFTP and a local computer. In this release, budget exports can be sent to both SFTP (via Connect) and to a local computer.

Info
iconfalse

Note: If you want to send budget exports to both SFTP and to a local computer, contact your UniFocus Configuration Specialist.

Labor

Schedule Labels  (13430, 13410, 13460, 13461)

If the appropriate work rules are configured, labels appear on the Scheduling and Timeline Scheduling screens to indicate whether employees have designated days off and recurring, required days off. These labels automatically update if there are changes to the employee schedule by either. When a label is changed either manually by a user or automatically by a work rule, schedules are automatically recalculated and updated to reflect the changes.

Info
iconfalse

Note: On both the Scheduling and Timeline Scheduling screens:

  • Users cannot edit or delete labels that are automatically generated by work rules.
  • Icons indicate which labels were manually created and which labels were automatically generated by work rules. (The icon for a rule-generated label is a scroll in the Scheduling screen and a book in the Timeline Scheduling screen.)

Change to job order in the Master Job drop-down menus on the Labor Structure screen  (14159)

In previous releases of 

Include Page
RMS product name
RMS product name
, the order of jobs that appeared in the Master Job drop-down menus on the Labor Structure screen matched the chronological order of when the jobs were created (based on their ID order). In this release, the order of jobs that appear in the Master Job drop-down menus on the Labor Structure screen (System Setup > Labor Structure) matches the order of how they appear in the Master Labor Structure screen (System Setup > Corporate > Master Labor Structure).

Reports

Font size improvement to the Weekly Schedule Report  (12432)

In 8.x versions of 

Include Page
RMS product name
RMS product name
, the order of jobs that appeared in the Master Job drop-down menus on the Labor Structure screen matched the chronological order of when the jobs were created (based on their ID order). In this release, the order of jobs that appear in the Master Job drop-down menus on the Labor Structure screen (System Setup > Labor Structure) matches the order of how they appear in the Master Labor Structure screen (System Setup > Corporate > Master Labor Structure).

Reports

Font size improvement to the Weekly Schedule Report  (12432)

In 8.x versions of  Include PageRMS product nameRMS product name, when users selected Show Breaks in the Weekly Schedule report, the font size decreased and became more difficult to read. In this release, when users select Show Breaks in the Weekly Schedule report, the font size remains at a larger and more readable font size

, when users selected Show Breaks in the Weekly Schedule report, the font size decreased and became more difficult to read. In this release, when users select Show Breaks in the Weekly Schedule report, the font size remains at a larger and more readable font size.

 Improvements to the Earnings Details and Hours and Earnings Recap reports  (13898)

 

This release of 

Include Page
RMS product name
RMS product name
 includes the following improvements to the Earnings Details and Hours and Earnings Recap reports:

Earnings Details report

 

  • On the Earnings Details report screen (Reports > Time & Attendance > Earnings > Earnings Details), a new Group Report Output drop-down menu allows users to group output by the following options:
    • Employee
    • Employee By Department—With this option, users can group employees by department without grouping by job.
  • On the generated Earnings Details report, there is a new Shift column that displays the shift category for each shift on the report.

Hours and Earnings Recap report

 

  • On the Hours and Earnings Recap report screen (Reports > Time & Attendance > Earnings > Hours and Earnings Recap), the Group Report Output drop-down menu now includes a new Group By Department option. With this option, users can group employees by department without grouping by job.
  • On the generated Hours and Earning Recap report, if the report is filtered by shift category, the Shift Category filter is displayed at the top of the report.

Time & Attendance

Improved performance in the Review Pay Period screen  (13705)

...