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Additional information on the September 9, 2021 update
Additional information on the September 9, 2021 update

New option to create recurring shifts, improved shift offerings and additional information in the payroll report.

Loic D. Simard avatar
Written by Loic D. Simard
Updated over 3 years ago

What you will find in this article :


ADDITION OF THE RECURRENCE OPTION

This is a new feature that should revolutionize the way you create your schedules! You can now create shifts that will repeat over time as often and for as long as you want.

To activate this feature, go to the Admin portal > Schedule > Select the "Enable recurring shifts" option.

Once you have enabled this option, the "Recurrence" drop-down menu will be in the Create a Shift window. Follow these steps to create a recurring shift:

  • Choose the frequency of the recurrence

    • Every day

    • Every week (then check the days of the week concerned)

  • Choose the repetition interval, if you choose "1", then the shift will repeat every day/week, if you choose "2" the shift will repeat every 2 days/week, etc.

  • Choose when the recurrence ends

    • After a date

    • After a number of shifts

  • Choose the end date or the number of shifts after which the recurrence will stop

In the example below, the recurrence is every day, and stops after 4 repetitions. It will therefore appear in the schedule 4 days in a row.

If you want to delete a shift that belongs to a recurrence, you can choose to delete only the shift in question or delete the entire recurrence sequence to which it belongs. To delete the whole recurrence, right-click on the shift you want to delete, click on "Delete shift" and check the "Delete recurrence" box.

⚠︎ Warning: If you delete an entire recurrence sequence, you will not be able to recover it! ⚠︎


EMPLOYEES CAN REFUSE SHIFT OFFERS ONE BY ONE

Previously, when employees had more than one shift offer in their portal, they could only accept all shifts or decline all shifts. Users can now accept or decline shifts individually by clicking "Accept" or "Refuse All".


NEW ERROR MESSAGE WHEN IMPORTING THE SCHEDULE

If you upload a shift import file with errors, the software now automatically tells you where the issues are at the bottom of the page (with the red "x"), as well as the number of problematic shifts at the top of the page (in the red dialog box).


VISUAL AND COLOR CODE IMPROVEMENTS IN THE PUNCH CARDS MODULE

In trying to provide you with all the information you need, we realized that we were drowning you a bit in a tide of data and colors. But we made up for it! The information is now more clearly displayed on the Punch card management page.


ADDITION OF EMPLOYEE'S SALARY IN THE GENERIC PAYROLL REPORT

Two weeks ago we added a simplified generic report for payroll, this week we added the employees' salary to it under the "Amount" column.


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