What you will find in this article:

To have a global view of the number of hours worked, you can display the number of hours worked per day in the Weekly View only. We advise you to activate it only when you need it and then deactivate this option to maximize the speed of the system. To view the summary row, go to the Schedule and complete the steps below:

When the schedule is under construction and therefore subject to change, it can be confusing for employees when they look at their own schedule. So to control the visibility of shifts, you can now choose the option to Publish them, this option makes only those shifts visible in the employees' schedule. Do this when you are sure that the shift information will not change!

To enable this option, go to Admin > Schedule and check the Show only published shifts in employee portail option

In order to use this option, go to Management > Schedule. This new button showing the number of published shifts is available at the top right and the following options will be available:

You can also manually select the shifts that are to be published by right-clicking on the desired shifts and clicking Publish shift.

To cancel the publication, right-click on the shift and choose Unpublish shift. The shift will no longer be in the employee's schedule.

To get an even clearer view of the schedule, you can click the View button > Show shift publication status. An ☑️ icon will appear next to the published shifts.

In order to check if all your employees have been invited to the platform and if they are all using the software, you can see it in the Users module thanks to the filters "Not onboarded" and "Never connected".

You can also see this information through the Options button by choosing "Last connection" and "Onboarding" to see in the users list if they have already logged in and if they have been invited to join the platform.

In order to add details on a punch card (particular context, exceptional information related to the payroll...), we added an "Additional info" field that you can fill when you create a card in Management > Others > Punch cards > Create a punch card.

This additional info can be found in the punch card, but also in the .CSV export document under the "additionnalInfo" column that you can generate in the Punch cards module. Here is a preview of the .CSV document:

Note that this additional information will NOT be found in the payroll export documents since payroll software (Nethris, Employer D) does not support this type of information.

It was sometimes difficult to target where the errors were in the punch cards when exporting the payroll report, now you can click on the yellow message to see all the cards with problems.

Our tip: Don't forget to read the red message to get more information about the punch card errors!

First, you must now enter your employee number before clicking the "Options" button to prove that it is you.

Then, clicking on Options > Close Punch Terminal no longer creates a blank punch card, so the data is more precise when exporting the cards and doing payroll reports.

Sometimes it's complicated to determine which hiring data gives access to the questionnaire, so we've added the ability to not select any so that all employees have access to the questionnaire.

Go to Admin > Daily Questionnaire and in the Hiring Data types section, select the blank field that should be first in the list.

In order to have all the information for a shift and a project in one place and to make the punch cards as detailed as possible, you can add default tags to a project that will be linked to the punch cards. To perform this action, first go to Admin > Projects and check the option Enable project default shift tags.

Create a project in Management > Projects > Create a project. In the Additional info drop-down menu, you can add Default Shift Tags.

Then, when you create a shift in the Schedule module, in the dropdown menu More information, enter the Project of your choice that contains the default shift tags. Once entered, the Tags automatically appear in the field just below!

Finally, you can now add projects to punch cards! As a result, when you create a Punch Card for the shift corresponding to the Project with default tags, in Management > Punch Cards > Create Punch Card, the Project will automatically show up in that punch card under the Project, Breaks, Transfers, and Bonuses drop-down menu.

If you edit a shift while a contact list is in progress to fill it, then the contact list stops and the following yellow highlighted message appears:
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If you click on it, the list stops, if you don't, the editing is made in the schedule and the list continues.

Previously, users who were blocked on a project could still be considered eligible for a shift related to the project. Now, when you create a shift with blocked users, you will not be able to assign these users to the shift.

If certain attendance requests (absences, late arrivals, early departures) are not useful in your context, you can prevent employees from creating them.

To do this, go to Admin > Attendances and check Prevent employees from creating early out requests and/or Prevent employees from creating late requests and/or Prevent employees from creating absences requests.

However, as a manager, you can create any attendance request for employees.

Availability ranges can sometimes be quite narrow depending on the context. You can therefore create custom availabilities for employees.

Previously, you could only choose if the employee was available or unavailable and a pre-recorded schedule type. Now, by clicking on Specify range, you can set up an availability outside the pre-saved hours.