Show or hide excused points in Mobile Attendance Points Tracking  (21393)

In this release, a new Show Excused Points check box has been added to the Mobile Configuration screen in 

RMS

Modification to the Hours Distribution Accrual work rule  (19924)

The Hours Distribution Accrual Benefit Accrual work rule (Setup > Work Rules > Benefit Accrual) has been updated with a Max Running Accrued parameter for specifying a limit to the number of hours that an employee can accrue within a year.

Custom warning messages added to Punch Validation work rule (20670)

In previous releases, when an employee's punch triggered a Punch Validation warning or lockout, a generic message appeared on the Time Clock screen. 

In recent releases, options to customize the Job Lockout Message, Lockout Message, and Warning Message were added the Punch Validation work rule configuration. Administrative users responsible for work rule configuration can now write custom messages that appear on the Time Clock screen when an employee triggers a warning or lockout.

In this release, the Punch Validation work rule includes three more custom message options, including:

• Invalid Job Lock Out message—If Enable Lockouts is selected, the Invalid Job Lock Out message displays on the time clock when the employee attempts to punch in to an invalid job.
• Invalid Job Warning message—If Enable Warnings is selected, the Invalid Job Warning message displays on the time clock when the employee attempts to punch in to an invalid job.
• Unscheduled message—The Unscheduled message displays on the time clock when the employee attempts to punch in to a job they are not scheduled for.

Improvement to the Break Period Penalty work rule  (21032)

In previous releases, when configuring the Break Period Penalty Post-Calculation work rule, you had to use the Other Earnings field to manually add all additional earnings that you wanted to include in the rate calculation.

In this release, the Break Period Penalty work rule now includes a Pay FLSA Regular Rate check box. Selecting this check box automatically factors in all additional earnings that are included in the FLSA regular rate.

Modifications to the Anniversary Year work rule (21096)

In previous releases, benefit expiration and rollover required the configuration of separate work rules. In this release, the Anniversary Year Benefits Expiration work rule (Setup > Work Rules > Benefit Expiration) has been updated with new parameters that enable both the expiration and rollover of accrued hours.

New parameters:

• Factor—Factor to apply to the earning. Earning total dollars = Hours × Rate × Factor.
• Pay Expiration—When this check box is selected, the expiration is paid out to the specified expiration earning at the home job rate.
• Pay Expiration Earning—Earning to which the expiring amount is paid. The earning type is selected from a drop-down list.

Schedules are now published in the Schedule Approvals screen  (19564)

Version 9.10 introduced the Schedule Approvals screen, which is accessed from the Manage Schedules task button in the Planning menu. In previous releases (9.10 through 9.17), if your company was using schedule approvals, you would both approve and publish from the Schedule Approvals screen. If your company was not using schedule approvals, this task button appeared as Publish Schedules in the planning menu. You would then go to the Publish Schedules screen to publish your schedules.

In this release, there is no longer a Publish Schedules task button or screen. All publication and approval of schedules are done in the Schedule Approvals screen, which is accessed from Manage Schedules task button in the Planning menu. If your company is using schedule approvals, both publication and approval functionality is available in the Schedule Approvals screen. If your company is not using schedule approvals, only publication functionality is available in the Schedule Approvals screen.

For more information, see Schedule Approvals.

Scheduled costs now appear in Labor-only licenses  (19789)

Scheduled cost is the cost of scheduled hours, that is, scheduled hours multiplied by the rate of pay. In previous releases of UniFocus software, scheduled costs appeared in Scheduling and Schedule Approvals screens only if both Time & Attendance and Labor licenses were enabled for an organization. In this release, organizations with only a Labor license can now view scheduled costs in Scheduling and Schedule Approval screens.

Validation checks for earnings associated with multiple accrual balances  (21099)

RMS

Mobile App Validation checks for earnings associated with multiple accrual balances  (21097)

When a manager reviews time off requests in the Mobile App, if an earning is included in multiple accruals, a validation check is made against all accruals to which that earning is associated. If the validation check fails for any accrual and would exceed the allowed negative balance, the manager is notified that this request would put the employee beyond the allowed negative balance for the accrual. The manager cannot approve the TOR.

Restricted Mobile App access for employees on leave of absence  (21696)

In previous releases, employees and managers with a status of Leave of Absence could not access the UniFocus Mobile App.

In this release, employees and managers on leave of absence can access certain parts of the Mobile App, including Time Off Requests, Messages, and Preferences.

Employees and managers on leave of absence will not have access to the following features:

• Alerts
• Call Ins Response
• Approve Time Off
• Approve Shift requests
• Manage Schedules
• Employee Schedules
• Revenue Center Forecasting
• Time Clock

Shift request handling during a leave of absence  (21714)

In this release of the UniFocus Mobile App, employees may now be granted access to schedules and shift requests while on LOA. If configured to do so, the employees cannot accept new shifts for dates on which their status is set to Leave of Absence. Employees cannot accept a Shift Give Away, Swap, or Urgent Pick Up request for any dates during their leave of absence. Active employees cannot send requests to employees for dates on which the recipient is on a leave of absence.

Improved notification of changes to employee time off requests (18782)

In previous releases, employees received a push notification when a manager responded to an employee request only through the UniFocus Mobile App.

In this release, the Mobile App has been updated so that, when a manager responds to an employee request through either 

RMS

Validation checks for earnings associated with multiple accrual balances  (21098, 21101, 21102)

RMS

Improved tracking of accrued benefits for employees on leave of absence  (21734)

In this release, managers can view accrual balances for employees who are on leave of absence on the Benefits screen, on the Time Card screen, and in the Benefit Balances report. Managers can manually edit the employee's earnings in the Earnings Info columns of the Time Card screen.

Time Off Requests screen includes employees on leave of absence  (21744)

In previous releases, the Time Off Requests screen excluded requests from employees whose current status was set to Leave of Absence. 

In this release, the Time Off Requests screen displays all employees, including those on leave of absence. Managers are now able to view and respond to Time Off Requests for employees with a current status of Leave of Absence. 

Import Earnings includes employees on leave of absence  (21774)

In previous releases, the Import Earnings feature of the Review Pay Period screen did not add earnings for dates during which the employee had a status of Leave of Absence.

In this release, the Import Earnings feature imports earnings to the Time Card for all employees, including those with a status of Leave of Absence. Additionally, the Import Earnings feature can now import earnings that are mapped to accruals.

Managers cannot access RMS while on leave of absence  (21897)

In this release, managers cannot sign in to

RMS

RMS

Improved reporting of updates and hotfixes

The LMS Documentation 9.x help space now includes an improved method of reporting updates and hotfixes in UniFocus Release Notes.

In versions 9.14 through 9.18 of UniFocus Release Notes, update and hotfix notes appeared in every affected version. For each version of the release notes, the Updates and hotfixes notification section included an overview of the issue and a link to the corresponding Fixed issues page.

Starting with

RMS

• A centralized view of all updates and hotfixes—The new Updates and hotfixes for 9.x releases page consolidates all release notes for updates and hotfixes to 

  RMS

  9 software. You no longer have to check each UniFocus Release Notes version to determine whether an update or hotfix has been added to your software version. All notes are now available in a single page.  
• Additional information—The Updates and hofixes for 9.x releases page contains an overview table with key information about each change:
  • Date—The date when the update or hotfix was published.
  • Ticket—The ticket number for the update or hotfix.
  • Overview—A summary of the change.
  • Category—The main component of UniFocus software that was affected by the change.
  • Type—Whether the change was an update or hotfix.
  • Updated Versions—UniFocus RMS software versions that are affected by the change.

• Improved user experience—Not only does the overview table contain important information about each ticket, but it also allows you to sort by column headers and quickly access the detailed note by clicking the link in the Ticket column.

   Click here for instructions on sorting the table.

  Click any column header to change the sort order of the table. For example, if you want to see the newest updates, click the Date column to move the most recent changes to the top of the table.

  

   Click here for instructions on viewing detailed notes.

  Clicking a link in the table takes you directly to the corresponding update or hotfix note. 

  

  Tip: If you are looking for a specific ticket, just press Ctrl+F (or Command+F in Mac) and enter the ticket number. If the note is on the page, you'll find results in both the overview table and in the detailed notes section.

• Improved notifications in affected release notes—On the landing page of affected UniFocus Release Notes, the Updates and hotfixes notification section still contains summary statement of each change. However, the link in the section now takes you to the Updates and hofixes for 9.x releases page for more information.

   Example:

  Using the example above, the note for ticket 19038 is introduced as a fixed issue for the primary Fix Version 9.17 and then added to the Updates and hotfixes for 9.x releases page. The Updates and hotfixes sections of affected release notes now contain a single link to the Updates and hotfixes for 9.x releases page.

  

• Build numbers added to updates and hotfixes section—In previous versions of the UniFocus Release Notes, updates and hotfixes were grouped by the date when the release note was published to the online help space. Starting with this release, updates and hotfixes are now grouped by build number. The build number is the number associated with the software release version.

   Click here for instructions on viewing your current software version.

  To view your current software version:

  1. Open the UniFocus

     RMS

     software.
  2. In the lower-right corner of the screen, hover over the database icon ().
     A yellow box appears displaying your UniFocus version number.

  

  Updates and hotfixes that have not yet been released are marked as Coming soon. When the new version of the 

  RMS

  software is released, the Coming soon label is removed to show that the build has been released and the updates and hotfixes are accessible within the current software version.

  Example:

  

Improved layout and descriptions in Work Rules user documentation

The online help for work rules has been updated with the following improvements:

• Page navigation—At the top of the help page for each work rule type, there is a page-level table of contents. Clicking a link takes you to the relevant work rule description.
• Table format—Documentation for each work rule is now organized in a table. This format not only improves readability of the descriptions, but it also allows for expanded content such as examples, tips, and best practices.
• Revised content—Descriptions of rules and parameters have been edited.

• Expanded content—New content includes examples, tips, best practices, and supplemental help topics.
  

  Note: The UniFocus documentation team is currently improving the work rules documentation. Future software releases will be accompanied by expanded work rules documentation.

The image below shows an excerpt of the updated documentation for the Schedule Lunch work rule:

* Not all work rule descriptions contain tips and examples. 

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