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Overview

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version 9.05 included the following improvements and new features:

  • The new Attendance Dashboard, which is a graphical reporting tool that helps users monitor and evaluate attendance patterns for their employees.
  • Improvements to service standard configuration.
  • Alternate Employee ID for logging in to the Mobile App.
  • Employee Mobile App acknowledgements of manager edits to time cards.
  • Modifications to

    Time & Attendance

    work rules.
  • New Can View Salaried Exempt Costs security sub-permission for users to view:
    • Hours and costs for hourly employees. 
    • Only hours for salaried employees.
  • References to "fingerprint" changed to "finger scan" on Time Clock screens.
  • New Timeline Scheduling screen, which enables more efficient planning and scheduling by offering an intuitive user interface with various timeline views, color-coded shift bars, and drag-and-drop functionality.

Analytics, Attendance Dashboard

Attendance Dashboard

The new Attendance Dashboard is a graphical reporting tool that helps users monitor and evaluate attendance patterns for their employees. The Attendance Dashboard contains the following report screens:

  • At a Glance – This report screen provides an overview of attendance information for users' organizations. It features:
    • Gauges that display single data values for critical attendance information.
    • A property review table of data for selected properties.
  • Employee List – This report screen displays a table with detailed attendance information for employees in an organization. On this screen, users can search for specific employees and load their Employee Profile report screens.
  • Employee Profile – This report screen provides detailed attendance information about an individual employee's history and current status. 

The Attendance Dashboard enables users to do the following:

  • View departments for violations so that they can determine which managers need to focus on their staff.
  • See both violators and adherents of company attendance policies.
  • View a complete profile of an employee to monitor trends and habits. 

  • Focus on a single day or short range of days so that they can draw conclusions about a customer score or social media article that was affected by employee attendance in their organization. 

Accessing the new Attendance Dashboard  (11687)

If users' licences are enabled, the Attendance Dashboard is available in the Analytics menu (  ) as "Attendance Dashboard." 

Labor

Service standard to ensure that tables are not split among servers  (11873)

Users who schedule banquets can now schedule one or more servers to work one or more tables and ensure that those tables are not split among multiple servers. For event-related jobs, users can configure staffing levels with Service as a basis for cover. After establishing a group setup style with the number of guests at the table, users can then assign one employee for each group. This new feature is helpful when team service is desired for an event.

Mobile

Alternate Employee ID for logging in to the Mobile App  (11557)

In previous releases, users could only configure their employees to log in to the Mobile App using their Employee IDs (Emp. ID).

In this release, users can now specify which employee ID type employees use to log in to the Mobile App. The two available ID types are: 

  • Employee ID (Emp. ID)
  • Alternate Employee ID (Alt Emp. ID)

This new feature is helpful when the Employee ID format is not optimal for Mobile App login. For example, if the Employee ID format is a long string of numerals, users can create an Alternate Employee ID format with fewer numerals so that employees can more quickly log in to the Mobile App.

Note: Users cannot assign the Alt. Emp. ID to some employees for Mobile App login and the Emp. ID to others. Because the Alt. Emp. ID assignment is a global setting, users must decide which ID type all of their employees will use to log in to the Mobile App.

Mobile, Time & Attendance

Employee acknowledgements in the Mobile App Time Cards  (10726)

In previous releases, when managers modified employees' time cards, employees had to approve or dispute those changes in the Time Clock before they could punch in and start their shifts.

In this release, employees can now approve or dispute shifts and earnings in the Mobile App Time Card screen so that they are no longer prevented from punching in to work if there are modifications awaiting their confirmation.

New earnings details screen in Mobile App Time Card  (11618)

In previous releases, on the Mobile App Time Card home screen, employees could press the arrow in the Shifts section to access the shift details screen. However, there was no additional details screen for earnings. In this release, an earnings details screen has been added to the Mobile App Time Card. On the Mobile App Time Card home screen, employees press the arrow in the Earnings section to access the new earnings details screen. Employees approve and dispute earning edits on this screen.

Viewing edits to shifts in the Mobile App  (11629)

Employees for whom the Allow Shift Disputes flag is set to On can now view manager edits to their shifts. If a manager made changes to a job or date, the original job or date appears in red text color with a strike-through line. If a manager made adjustment to punches, those changes appear in a table next to the originals.

Buttons for approving and disputing

  • Approve and Dispute buttons for earnings (11617) – For employees for whom the Allow Earning Disputes flag is set to On, Approve and Dispute buttons appear in the Mobile App Time Card if an earning has an edit that requires approval or dispute. If the employee clicks Approve, the audit records for the earning show a status of Approved. If the employee clicks Dispute, the audit records for the earning show a status of Disputed.
  • Approve All Earnings and Dispute All Earnings buttons (11626) – For employees for whom the Allow Earning Disputes flag is set to On, Approve All Earnings and Dispute All Earnings buttons appear in the Mobile App Time Card if an employee has one or more earnings that need to be approved or disputed. These buttons allow employees to approve or dispute all earnings at once. If the employee clicks Approve All Earnings, the audit records for all the earnings show a status of Approved. If the employee clicks Dispute All Earnings, the audit records for all the earnings show a status of Disputed.
  • Approve All Shifts and Dispute All Shifts buttons (11625) – For employees for whom the Allow Shift Disputes flag is set to On, Approve All and Dispute All buttons appear in the Mobile App time card if an employee has one or more shifts that need to be approved or disputed. These buttons allow employees to approve or dispute all shifts at once. If the employee clicks Approve All Shifts, the audit records for all the shifts show a status of Approved. If the employee clicks Dispute All Shifts, the audit records for all the shifts show a status of Disputed.

Icons to alert employees of changes

  • Alert bubble (11706) – On the Mobile App home screen, an alert bubble now appears on the Time Card button if there are shifts or earnings that require approval or dispute. This alert bubble also displays the number of shifts or earnings that require employee approval or dispute.
  • Notification icons for shifts (11627) and earnings (11628) – Icons now appear in the Shifts and Earnings sections of the Mobile App Time Card screen to alert employees to shift and earning changes that require approval or dispute. These icons include:
    • Red X – Deleted shifts or earnings.
    • Pencil – Edited shifts or earnings.
    • Green + – Added shifts or earnings.
    • Yellow flag – Manager has resolved the issue with the employee and clicked the Reconfirm Dispute button.
    • Red flag – Shifts or earnings that are currently disputed by the employee.
  • Dispute icons for shifts (11729) and earnings (11679) – If employees dispute shifts or earnings, icons appear on their Mobile App Time Card screens. 

Customizable time-off hours distribution (11338)

In previous releases, if employees requested multiple, consecutive days off, managers had to manually enter those hours for each day of the week. For example, if an employee requested 40 hours off from Monday through Friday, a manager had to manually enter 8 hours for each day of the week.

In this release, managers can now use the Time Off Earning Distribution work rule to automatically distribute the hours for employees' time-off requests for multiple, consecutive days off across several days. For example, if an employee requests 40 hours off from Monday through Friday, a manager can apply the Time Off Earning Distribution work rule to automatically distribute those hours across the week. This new work rule and functionality can be configured in two ways:

  • Front Load – When the Front Load distribution rule is applied, the hours are distributed for the earliest to the latest dates in a range up to the maximum hourly amount per day. The remaining requested hours are then added to the last day in the date range. For example, if an employee requests 42 hours off from Monday to Friday, the Front Load distribution allots 8 hours off per day from Monday through Thursday and 10 hours off on Friday.
  • Even Spread – When an Even Spread rule is applied, the hours are distributed evenly across each day in the the date range. For example, if an employee requests 32 hours off from Monday through Thursday, the Even Spread distribution automatically applies 8 hours off for each day. 

 If a time off type has a default earning type, this earning type is applied to the time-off request. If there is no default earning type, then the designated earning type in the Time Off Earning Distribution is applied.

Time & Attendance

Modification to the Average Hours with Worked Before & After Check Holiday Eligibility Rule  (11462)

The Average Hours with Worked Before & After Check Holiday Eligibility Rule has been modified so that users can now select an hours-based earning type to include in the average of employees' hours for a specified Holiday date range.

Blended rate enhancement to the Twenty Four Hour OT Work Rule  (11446)

In previous releases, the Twenty Four Hour OT Work Rule qualified employees for 24-hour overtime only by the Home Job pay rate filter on the employee set. This approach was not compliant with certain state laws and could result in overestimating or underestimating overtime hours.

In this release, the Twenty Four Hour OT Work Rule has been enhanced so that employees can qualify for 24-hour overtime in two ways:

  • Home Job - As in previous releases, employees can continue to qualify based on their Home Job.
  • Blended Rate - New in this release, employees can now qualify for 24-hour overtime based on the blended rate of all jobs worked in the 24-hour period.  

Points-Per-Day allocation type in Tip Pools  (11467) 

In previous releases, when using Variable-Points-Per-Day Tip Pool type, employees' qualification for the tip pool was limited to only Regular Hours and excluded Overtime Hours. In the Tip Pool Type screen, when users selected Points as the Tip Pool Unit Type, only Regular Hours were being calculated. As a result, when employees' worked hours for a day were all Overtime Hours, they were not considered eligible for the tip pool because they had no qualifying hours. When Tip Pool Administrators manually adjusted Points to try to offset the miscalculation, the employees' rows in the the Tip Pool Wizard were highlighted in red and no earnings were distributed to the time card. This problem prevented Tip Pool Administrators from correctly paying employees. 

In this release, when using Variable-Points-Per-Day Tip Pool type, employees' qualification for the tip pool is no longer limited to only Regular Hours. In the Tip Pool Type screen, when users select Points as the Tip Pool Unit Type, Regular Hours and Overtime Hours are calculated. As a result, when employees' worked hours for a day are all Overtime Hours, they are now considered eligible for the tip pool. This improvement enables Tip Pool Administrators to correctly pay employees.

Time & Attendance, Security, Reports, Employee Maintenance

Can View Salaried Cost permission  (11045)

New security permission (11361) – In this release, System Administrators can apply the new Can View Salaried Exempt Costs sub-permission (Main Menu (  ) > Admin > Security > Edit User Group OR Edit Users > Action tab > Global > Exempt Costs > Can View Salaried Exempt Costs) so that users can view:  

  • Hours and costs for hourly employees. 
  • Only hours for salaried employees. 

This new permission provides greater control over the ability to view labor hours and costs for Salaried Exempt employees. It affects various RMS screens and reports: 

  • Annual Salary Report (11370) – The Annual Salary Report is only visible to employees with the permissions Can View Salaried, Can View Costs, and Can View Salaried Exempt Costs.   
  • Employee Audit Report (11369) – The Employee Audit Report is now hidden for employees who do not have the permissions Can View Costs and Can View Salaried Exempt Costs. 

For Salaried Exempt employees who do not have Can View Salaried Exempt Costs permission:

  • Earning Wizard (11374) – No Rate amounts appear in the Earnings Wizard.
  • Hours and Earning Recap Report (11364) – The Costs column displays "N/A" in the Hours and Earnings Recap Report.
  • Earnings Details Report (11365) – The Costs column displays "N/A" in the Earnings Details Report.
  • Wage Analysis Report (11371) – No age or trend values appear in the Wage Analysis Report.
  • Holiday Pay (11375) – In the Holiday Pay screen (Main Menu (  ) > Time & Attendance > Holiday Pay), the Rate and Earning Amount columns display "0."
  • Employee Maintenance screen (11373) – In the Jobs tab of the Employee Maintenance screen (Main Menu (  ) > Admin > Employee Maintenance > Jobs tab), the Rate and Annual columns do not display any values.

For Salaried Exempt employees who have Can View Costs permission but do not have Can View Salary Exempt Costs permission:

  • Other Earnings Summary Report (11366) – The Other Earnings Summary Report now hides the Cost column.
  • End of Pay Period Report (11368) – The End of Pay Period Report now hides the Regular Rate, Other Costs, and Gross Wages columns.
  • Hours Worked by Work Class Report (11367) – The Rate of Pay column displays "N/A" in the Hours Worked by Work Class Report.
  • Review Pay Period screen (11372) – In the Job Summary tab on employees' Review Pay Period screens (Main Menu (  ) > Time & Attendance >Job Summary tab), the Costs and Avg. Rate columns do not display any values.

Time Clock

Time Clock references to finger scanning  (11416)

In previous releases, Time Clock screens referred to a finger scan as a "fingerprint," which is the incorrect term for the information that the biometric reader captures. The biometric reader does not record employees' fingerprints; it makes a map of 25 to 40 unique features of the finger and then saves it in a data format called a template. The template can only be interpreted by the Time Clock biometric engine. Employees' actual fingerprints are not stored, and their actual fingerprints cannot be reconstructed from the template. 

In this release, for Time Clock version 102, Time Clock screens accurately refer to the biometric data as a "finger scan." The term "fingerprint" no longer appears in Time Clock screens.

Timeline Scheduling  

In previous releases, all scheduling was done through the Scheduling screen. This release introduces the new Timeline Scheduling screen, which enables more efficient planning and scheduling by offering an intuitive user interface with various timeline views, color-coded shift bars, and drag-and-drop functionality. The new Timeline Scheduling screen is not meant to replace the Scheduling screen, but rather to be used as an alternative–one that not only provides more user-friendly functionality, but that also works more seamlessly with the new Event Order capabilities in the Manage Event Orders screen.  

Features in the Timeline Scheduling screen include the following:

Timeline views

  • Single and dual timeline views – The Timeline Scheduling screen offers single- and dual-timeline views. With the dual-timeline viewing, users can simultaneously see two schedule views, in top and bottom panes, so that they can more easily compare the data in one view with the data in the other view. View options include:
    • Job View
    • Shift View
    • Employee View
    • Show Statistics
    • Work Content View
  • Dual-schedule view data synchronization – As data in shifts change, the data in each pane remains synchronized.  
  • Color Coded Shift bars – Shift bars are color coded so that users can more easily see the status of shifts.

  • Zoom-lever slider in Timeline Scheduling – In the Timeline Scheduling screen, users can move a slider control to view shifts at different zoom levels. Moving the slider left zooms out; moving the slider right zooms in. If the slider is pulled to the far left (zoomed out), the calendar and header display weeks and days. If the slider is pulled to the far right (zoomed in), the calendar and header display days and hours.

  • Filters – The Timeline Scheduling screen provides a variety of filters so that users can customize the information that appears in the schedule panes. This feature is helpful if users want to limit the information in the schedule. For example, in the Employees view, users can hide employee availability and time off requests.
    • Filter by Schedule Group – In the Employee view, the column menu in the left pane includes a Filter by Schedule Group option. Selecting the Filter by Schedule Group option opens the Schedule Group Filter dialog box for users to select jobs by which to filter. This feature allows users to focus only on selected schedule groups.
  • Viewing Overtime (OT) Hours – Users can select Show Overtime Hours to display the OT hours associated with employees. This feature helps prevent managers from overscheduling employees.
  • Sub Group By option – In the Jobs view, the column menu in the left pane includes a Sub Group By option. Selecting Events from the fly-out menu displays the shifts that support events for each scheduled job. This feature helps users ensure that work for events is covered effectively. 

Adding shifts

Timeline scheduling enables users to add shifts by either using the Shift Operations menu or by dragging and dropping a shift bar. (Users can also add and schedule shifts at the same time.)

Copying schedules

Users can copy an existing schedule from one planning period to another so that they do not have to manually re-enter employee and scheduling information.

Modifying, copying, and editing shifts

  • Cross-view shift drag-and-drop features – When using a dual-timeline view, users can drag and drop planned shifts to and from the Job pane to the Employees pane. This feature enables users to move shifts to different jobs.
  • Labels in the employee schedule view – Users can add labels to employee shifts to see custom text messages. For example, labels can be used to make notes about days off required by employee unions. Labels appear on the top of shift bars and are only visible in the Employee schedule view. Labels appear for the entire day and cannot be resized on the screen.
  • Context sensitive toolbar– Users can click on a shift bar to open up an action menu for editing and filling the shift.

Adding labels and notes

Users can add labels in the schedule pane of the Employee view. Labels are associated only with a time frame in an employee's schedule; they are not associated with specific shifts. With labels, users can write custom messages about an employee. For example, labels can be used to make notes about days off required by employee unions. Labels appear on the top of shift bars and are only visible in the Employee schedule view. Labels appear for the entire day and cannot be resized on the screen.

Users can add notes to scheduled shifts. Notes can contain custom messages about the particular shift.

Work Content view

The Work Content view shows distributed and undistributed work content. Distributed work content is work content for shifts that have been created. Undistributed work content is work content for shifts that have not yet been created. Users can automatically create a number of planned shifts that are suggested by the Work Content view. This functionality allows users to more quickly create schedules to cover necessary work. Work content tasks appear as transparent boxes. Partially distributed work content appears as a partially filled box—the percentage of the fill corresponding to the percentage of hours that have been distributed. 

Shift Utilization 

The Shift Utilization feature allows users to see how much of a shift is productive to the work content so that they do not over- or underschedule. Available in the column menu of both Employee and Job timeline views, Shift Utilization appears as a small percentage bar on top of its associated shift bar. 

  • Show or hide Shift Utilization  – In Employee and Job views, the column menu in the left pane now includes and option to show or hide shift utilization. If shift utilization is hidden, the option is Show Shift Utilization. If shift utilization is displayed, the option is Hide Shift Utilization.

Statistics view

Using the Statistics view, users can see the estimated number of shifts and hours needed to complete work.

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