Release Notes 9.17 - Printable
- Frank Gambino
Overview
RMS
 version 9.17 includes the following improvements and new features:
- Improved filtering in Mobile App Employee Schedules screens.
- Updated Prompt For Fixed Hours Earning work rule.
- Improvements to the Adjustments Template CSV file.
This release also includes several fixed issues. For more information, see Fixed issues in version 9.17.
Updates and hotfixes
See Updates and hotfixes for 9.x releases.
Leave of Absence updates Part 2
- Employees and managers on leave of absence can access certain parts of the UniFocus Mobile App, including Time Off Requests, Messages, and Preferences (21696).
- In this release of the UniFocus Mobile App, employees may now be granted access to schedules and shift requests while on leave of absence (21714).
- Managers cannot sign in to RMSÂ while on a leave of absence (21897).Â
Leave of Absence updates Part 1
- The Import Earnings feature imports earnings to the Time Card for all employees, including those with a status of Leave of Absence (21774).
- 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 (21734).
- The Time Off Requests screen displays all employees, including those on leave of absence (21744).
Mobile update
- Mobile broadcasts—Partner Administrators can now submit requests for UniFocus to send broadcast messages to all employees who are registered for the UniFocus Mobile App (21660). For more information, see Update: Mobile broadcasts.
February 12, 2020
- The Break Period Penalty work rule now includes a Pay FLSA Regular Rate option for automatically factoring in all additional earnings that are included in the FLSA regular rate (21032).
- In the Mobile App, the Paid Hours row of the Time Off Requests details screen now displays the number of hours requested by the employee (18857).
- In the UniFocus Mobile App, the Approve Time Off Requests screen now displays the correct number of days for multiple-day requests (20431).
February 11, 2020
- Improved and customized warning messages in the Punch Validation work rule (20670).
January 31, 2020
- The Employee Master report correctly abides by Security permission settings that determine whether users can view pay rates (20437).Â
- The Timeline Scheduling screen now correctly displays the business event order (BEO) detail note (20671).
- Users no longer receive error messages when editing or assigning a valid shift in the Schedule section of the Timeline Scheduling screen (20672).
January 6, 2020
- When performing the Generate Projected Hours task on the Labor Planning screen, hours are now being successfully generated for 02/29 of a leap year (20353).
December 17, 2019
- Users can now import an Import Hours and Rates Adjustment CSV file that does not have information in the Notes column (19852).
- Task Scheduler now correctly adheres to permissions that users configured in the Security screen (19921).
December 3, 2019
- Emails containing employee schedules are now correctly formatted (20239).
November 19, 2019
- Improved and customized warning messages in the Punch Validation work rule (20347).
September 26, 2019
- The Earnings Approval Wizard now correctly approves all earnings (18484).
Improvements and new features
See the pages below for improvements and new features in version 9.17:
Configuration
Work rules
Use Shift Date option in the Prompt For Fixed Hours Earning work rule (18184)
The Prompt for Fixed Hours work rule (System Setup > Work Rules > Post Punch) has been updated with a new Use Shift Date option so that earnings can be applied to the date of employees' In punches. In previous releases, earnings could be applied only to the date of employees' Out punches. This improvement accommodates shifts that span two days, such as overnight shifts. The earnings can now be associated with the start date of the shift.
Improved and customized warning messages in the Punch Validation work rule (20347)
In previous releases, when an employee's punch triggered a Punch Validation warning or lockout, a generic message appeared on the Time Clock screen. This message did not provide a reason for the warning, and managers were unable to customize this message.
In this release, the Punch Validation work rule includes the following improvements:
- Custom schedule warning and lockout messages—Administrative users responsible for work rule configuration can now write custom warning messages that appear on the Time Clock screen.
- Improved default messages—If no custom warning message has been written, improved default messages provide more information to the employee about the reason for the rejected punch. See the table below for improved default messages.
Improved default messages
| Rejected Punch Type | Default Message |
|---|---|
| Schedule Lock Out | You are attempting to punch outside of the specified lock out range. Your punch will be recorded for Manager approval. |
| Schedule Warning | This punch may require manager authorization. Press Yes to perform action now. Press No to perform action later at your scheduled shift time. |
| Invalid Job Warning | You are trying to punch to a job you are not scheduled to work. This punch may require manager authorization. Press Yes to perform action now. Press No to perform action later at your scheduled shift time. |
| Invalid Job Lock Out | You are attempting to punch to a job you are not scheduled to work. Your punch will be recorded for Manager approval. |
| Unscheduled Lock Out | You are not scheduled at this time. Your punch will be recorded for Manager approval. |
Financial
Budgeting
Improvements to the Adjustments Template CSV file (18376)
The following improvements have been made to the Adjustments Template file (Main Menu > Financial > Budgeting > Adjust Hours and Rates):
- The Start Date and End Date fields now default to the year of the working dataset.
- Jobs in the Job Name field are now sorted alphabetically in the following order: Division, Department, Job.
For more information, see Fields in the Adjustments Template CSV file - version 9.14 and later.
Mobile
Improved filter functionality in Employee Schedules (18597)
The UniFocus Mobile App now prompts first-time users to select jobs that they want to filter before they use Employee Schedules. The Employee Schedules screen appears after the filtered jobs are selected.
Summary of issues fixed in this release
| Issue | Description |
|---|---|
| Administration | |
| 18242 | For installations of WPS software that include multiple databases, the WPS software correctly opens to the current active database. |
| 18650 | The Property field on the Task Scheduler screen now correctly defaults to the property to which the user is logged in. |
| Configuration | |
| 18722 | Productivity goals are now consistently recorded in the Labor Structure screen. |
| Mobile | |
| 17734 | On the Employee Schedules screen of the Mobile App, the employee names in the Name column stay aligned with their respective shifts when users scroll through the list. |
| 18314 | In the UniFocus Mobile App, the Time Off Request screen header no longer disappears after a user swipes through three requests. |
| 18495 | In the Mobile App, when performing a shift giveaway, employees see a list of all other employees who have the same job and no conflicts for the day of the shift. |
| 19862 | The message in the UniFocus Mobile App invitation email no longer references managers' UniFocus user names. |
| 20239 | Emails containing employee schedules are now correctly formatted. |
| Time & Attendance | |
| 18484 | The Earnings Approval Wizard now correctly approves all earnings. |
| Time Clock | |
| 18463 | Administrative users the with the appropriate permission can enroll employees at Time Clocks, regardless of employees' scheduled shift length or any existing violations. |
Fixed Issues
Administration
18242
| Summary | For installations of RMS software that include multiple databases, theRMS software correctly opens to the current active database. |
|---|---|
| Description | For installations of RMS software that include multiple databases, users can change their database from any screen in the application. By default, the software should open with the current active database selected.In some instances of previous releases, for installations of RMS software that included multiple databases, the software opened to the first database record in the uniportal.userdatabase table for that portaluser rather than the current active database. |
| Solution | The software has been updated so that in installations that include multiple databases, the RMS software correctly opens to the current active database. |
| Updated versions | Version 9.14 and later. |
18650
| Summary | The Property field on the Task Scheduler screen now correctly defaults to the property to which the user is logged in. |
|---|---|
| Description | In some instances of previous releases, the Property field on the Task Scheduler screen did not correctly default to the property to which the user was logged in. |
| Solution | The software has been updated so that the Property field on the Task Scheduler screen now correctly defaults to the property to which the user is logged in. |
| Updated versions | Version 9.14 and later. |
Configuration
18722
| Summary | Productivity goals are now consistently recorded in the Labor Structure screen. |
|---|---|
| Description | In some instances of previous releases, productivity goals (in the Productivity column) are saved differently depending on how they are entered in the Labor Structure screen:
|
| Solution | The software has been updated so that regardless of how productivity goals are entered in the Labor Structure, the goal is saved to three decimal spaces. |
Mobile
17734
| Summary | On the Employee Schedules screen of the UniFocus Mobile App, the employee names in the Name column stay aligned with their respective shifts when users scroll through the list. |
|---|---|
| Description | On the Employee Schedules screen of the Mobile App, the employee names in the Name column should always be aligned with their respective shifts. In some instances of previous Mobile App releases, when managers scrolled through employee schedules on the Employee Schedules screen, only the names scrolled. The shifts column froze, causing a misalignment of employee names with their respective shifts. |
| Solution | The Mobile App software has been updated so that employee names in the Name column stay aligned with their respective shifts when users scroll through the list on the Employee Schedules screen. |
| Updated Versions | Version 9.15 and later. |
18314
| Summary | In the UniFocus Mobile App, the Time Off Request screen header no longer disappears after a user swipes through three requests. |
|---|---|
| Description | In previous releases of the UniFocus Mobile App, the Time Off Request screen header would disappear after a user swiped through three requests. |
| Solution | The software has been updated so that the Time Off Request screen header remains on the screen when users swipe through requests. |
| Updated versions | Version 9.14 and later. |
18495
| Summary | In the UniFocus Mobile App, when performing a shift giveaway, employees see a list of all other employees who have the same job and no conflicts for the day of the shift. |
|---|---|
| Description | In the Mobile App, when performing a shift giveaway, employees should see a list of all other employees who have the same job and no conflicts for the day of the shift. In some instances of previous Mobile App releases, employees who were performing a shift give-away would not see employees with shifts that occurred at any time during the day of the shift, even if other employees' shifts did not conflict with the specific shift in the give-away request. |
| Solution | The Mobile App software has been updated so that employees performing a shift giveaway see a list of all other employees who have the same job and no conflicts for the day of the shift. |
| Updated versions | Version 9.15 and later. |
19862
| Summary | The message in the UniFocus Mobile App invitation email no longer references managers' UniFocus user names. |
|---|---|
| Description | In previous releases, when managers invited employees to join the UniFocus Mobile App, the invitation email contained a message that referenced the managers' user names: This message could be confusing because employees might not know the system user name of their managers. |
| Solution | The software has been updated so that when managers invite employees to join the UniFocus Mobile App, the invitation email contains a message that does not reference managers' user names:
|
| Updated versions | Version 9.10 and later. |
20239
| Summary | Emails containing employee schedules are now correctly formatted. |
|---|---|
| Description | When employees enable email notifications for Scheduling, they receive an email when managers publish their schedules. In some instances of previous releases, the emails containing the employees’ schedules appeared as a line of text rather than a table. The line of text was very difficult to read. |
| Solution | Emailed schedules now display in an easily readable table. |
| Updated versions | Version 9.16 and later. |
Time & Attendance
18484
| Summary | The Earnings Approval Wizard now correctly approves all earnings. |
|---|---|
| Description | In some instances of previous releases, the Earnings Approval Wizard (Review Pay Period > Pay Period Management > Earnings Approval Wizard) timed out when managers tried to approve all earnings for a large number of employees. |
| Solution | The software has been updated so that the Earnings Approval Wizard now correctly approves all earnings. |
| Updated versions | Version 9.17 and later. |
Time Clock
18463
| Summary | Administrative users the with the appropriate permission can enroll employees at Time Clocks, regardless of employees' scheduled shift length or any existing violations. |
|---|---|
| Description | In the UniFocus Time Clock, administrative users with the permission to enroll employees should be able to enroll any employee, regardless of scheduled shift length or any existing violations. In some instances of previous releases, users were unable to enroll employees at Time Clocks if employees had scheduled shifts that were over the maximum daily hours work rule limit, as indicated on the scheduled shifts. Users would receive exception errors when attempting to enroll. |
| Solution | The software has been updated so that administrative users the with the appropriate permission can enroll employees at Time Clocks, regardless of employees' scheduled shift length or any existing violations. |
| Updated versions | Version 9.15 and later. |