Overview
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Administration
New button icons on the Employee Maintenance screen (14076)
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For more information on the new Revenue Center Forecasting screen, see the release notes on Revenue Center Forecasting screens in desktop and mobile.
Budgeting
Confirmation message when recalculating budget datasets (13274)
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Note: The confirmation dialog box is not a default setting in WPS in |
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This release includes performance improvements to the Budgeting module, which now features faster screen load times.
For more information, contact your UniFocus Partner Relationship Manager.
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In this release, if a user is logged in to the Budgeting or Revenue modules, only the component with which that user is working is locked. Other users can log in and work with other components. If the session is disconnected and the user logs back in, he or she is prompted they are prompted to clear the lock. This improvement eliminates the need to contact UniFocus Support to unlock the session.
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The Task Scheduler screen (Main Menu > Admin > Task Scheduler) now includes a radio button for the task Calculate Forecast Accuracy, which calculates system and manager forecast accuracy statistics. These statistics are now available in the Revenue Center Forecasting screen.
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Note: This new task should be scheduled to run at least once a day for every LMS installation. |
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In this release, the Past Average method has been replaced with Trend-Adjusted Exponential Smoothing (TAES). Trend-adjusted exponential smoothing is TAES is a forecasting technique that uses information regarding 1) average business volumes in the past , and 2) trends observed in volumes in the past (up-swing or down-turn) to develop a forecast of future demand. This new method improves upon the original method and works as follows:
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- Select planning periods and revenue centers.
- View business volume forecast information for each revenue center.
- View weather forecast information (if available for the date selected).
- Edit business volume forecasts.
- Apply, change, and remove forecast environments.
- View details and statistics for KBIs.
A highlight of this updated screen is that it offers a quick way to apply, change, or remove forecast environments if users did not already do so in the Enter Forecast Environments screen. In previous versions, if users were viewing the Revenue Center Forecast screen and realized that they forgot to add a forecast environment to a KBI, they had to go back to the Enter Forecast Environments screen and apply the forecast environment. With this release, users can users can apply or change a forecast environment directly on the Revenue Center Forecasting screen, and the system forecast will be updated automatically.
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Note: As a best practice when planning labor, users should still strive to apply the necessary forecast environments on the Enter Forecast Environments screen before generating revenue center forecasts for a planning period. |
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The Weekly Schedule Report now displays label text that also appears on the Scheduling screen. Use the Schedule Label Addendum work rules to configure these labels.
Mobile 2.0
Improvement to the Earnings section of the Mobile App Time Card screen (14265)
The Earnings section of the Mobile App Time Card screen now displays earnings that employees can enter at a Time Clock. With this streamlined functionality, employees can now use the Earning section to track their tips.
Reports
Improved tracking of shifts spanning workweeks in reports (13725, 13726)
In previous releases, when the Regular Hours Distribution work rule was applied, shifts that started at the end of a workweek and went into the next workweek were counted as two different shifts in the Shift Details and Earning Details reports (Reports > Time & Attendance > Earnings). The worked, adjusted, paid, and break hours were shown on the first segment of a spanned shift and shown as "0.00" on the second.
In this release, when the Regular Hours Distribution work rule is applied, the Shift Details and Earning Details reports now count a shift that spans two workweeks as a single shift but displays the shift in two sections. For example, a workweek might run from midnight, Monday morning to midnight, Sunday night. If a shift goes from 11 PM to 7 AM, then one hour (11 PM to 12 AM) is accounted for in the previous workweek. The rest of the hours (12:01 AM to 7 AM) are accounted for in the next workweek. A single dash (–) appears before the second section of a spanned shift to indicate that the shift is counted as one shift even though it appears in two sections. Regular, overtime (OT), double time (DT), hours, rates, and costs appear for the day on which they occurred during a planned shift.
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Note: A disclaimer message appears if there are hours distributed between workweeks. |
Time & Attendance
Export/Print Option in the Attendance Violations and Events Screen (11534)
The Attendance Points and Events screen (Main Menu > Time & Attendance > Attendance Points and Events) now features options to print or export information on the screen.
Punch source now displayed for both open and closed pay periods in employee time cards (14442)
In previous releases, when editing shifts in employee time cards (Main Menu > Time & Attendance > Review Pay Period), the Edit Shift dialog box displayed the source of individual punches only in open pay periods. Once the period was closed, the punch source was no longer visible. In this release, when editing shifts for past periods in employees’ time cards, the Edit Shift dialog box now displays the source of individual punches for both open and past (closed) periods.
Time Clock
New message for unscheduled shifts (14025)
When an employee punches in for an unscheduled shift, the Time Clock displays the following message:
You are not scheduled.
This punch may require manager authorization.
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Time & Attendance
Export/Print Option in the Attendance Violations and Events Screen (11534)
The Attendance Points and Events screen (Main Menu > Time & Attendance > Attendance Points and Events) now features options to print or export information on the screen.
Punch source now displayed for both open and closed pay periods in employee time cards (14442)
In previous releases, when editing shifts in employee time cards (Main Menu > Time & Attendance > Review Pay Period), the Edit Shift dialog box displayed the source of individual punches only in open pay periods. Once the period was closed, the punch source was no longer visible. In this release, when editing shifts for past periods in employees’ time cards, the Edit Shift dialog box now displays the source of individual punches for both open and past (closed) periods.
Time & Attendance, Reports
Improved tracking of shifts spanning workweeks in reports (13725, 13726)
In previous releases, when the Regular Hours Distribution work rule was applied, shifts that started at the end of a workweek and went into the next workweek were counted as two different shifts in the Shift Details and Earning Details reports (Reports > Time & Attendance > Earnings). The worked, adjusted, paid, and break hours were shown on the first segment of a spanned shift and shown as "0.00" on the second.
In this release, when the Regular Hours Distribution work rule is applied, the Shift Details and Earning Details reports now count a shift that spans two workweeks as a single shift but displays the shift in two sections. For example, a workweek might run from midnight, Monday morning to midnight, Sunday night. If a shift goes from 11 PM to 7 AM, then one hour (11 PM to 12 AM) is accounted for in the previous workweek. The rest of the hours (12:01 AM to 7 AM) are accounted for in the next workweek. A single dash (–) appears before the second section of a spanned shift to indicate that the shift is counted as one shift even though it appears in two sections. Regular, overtime (OT), double time (DT), hours, rates, and costs appear for the day on which they occurred during a planned shift.
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Note: A disclaimer message appears if there are hours distributed between workweeks. |
Improved performance of various Time & Attendance reports (14700)
This release offers performance enhancements the following Time & Attendance reports:
- Shift Details
- Hours and Earnings Recap
- Earnings Details
- Hours Worked by Work Class
- Average Hours Worked
- Paycheck Approval
- Unapproved Shifts
- Minimum Wage
- FLSA Minimum Wage
Selecting custom dates for the End of Pay Period report (16717)
In previous releases, you could only run the End of Pay Period report for a selected pay period. In this release, the End of Pay Period configuration dialog box has been modified so that you can specify whether to run the report for a selected pay period or for a custom date range.
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Note: By Pay Period is selected by default. |
Time Clock
New message for unscheduled shifts (14025)
When an employee punches in for an unscheduled shift, the Time Clock displays the following message:
You are not scheduled.
This punch may require manager authorization.
To accept push YES.
Message when finger is not properly placed on scanner (14683)
In previous versions, if users did not correctly place their fingers on scanners, the Time Clock would direct the user back to the main screen instead of displaying a message that it did not recognize the finger. In this release, if users incorrectly place their fingers on the scanners, the Time Clock returns a message that informs users how to correctly position their fingers on the scanner:
- Finger too far up
- Finger too far down
- Scan too fast
- Finger too far right
- Finger too far left