Core

New

• [Settings - Location] Start of Week Definition for Location

  • We have added a new Location setting to allow you to define the “Start of Week”. This can be used for views, timecard rules, and other user preferences.

• [Settings - Location] Single Approval Time Off Workflow Option

  • We have created a new workflow where "approved " is the final status. The final status updates the schedule with the absence, generates the timecard with the time off/absence details, and the bank balance is updated at the same time.

• [Views] Added ability to set the default load range for views

  • The last used selection is stored in the browser settings for the user. For example, If the user opens a view with the setting of This Week, the next time the user logs in the schedule will automatically display as of this week's Start of Week.

Fixes/Updates

• [Sign-In] Signing-in and then Signing-out of WorkSight no longer displays a “you are not authorized to make this request” error.

• [Settings - Users] Check-boxes next to each user row have been removed

  • The multi-select check-boxes on the Users List have been removed from the UI. Each user will need to be updated individually.

• Updated the date picker control throughout the application.

Plan

New

• [Schedule] Message Status Filter Icons Added to Main Application Window Toolbar

  • This update will allow you to filter messages on schedules, down to specific message levels to easily see messages that are most important to you without having to manually scroll through each column/row.

• [Schedule] Add Comment to a Shift

  • We have introduced the possibility to add comments to a shift. In the Shift Details right pane, the user clicks on the More Options (…) menu at the top and chooses Add Comment. The Add Comment dialog appears. The user enters the comment they wish to see, chooses a level for the message (Info, Success, Warning, or Error), and clicks Save. Messages are displayed on both shifts and the corresponding timecards.

• [Assignment Validation] Employee is assigned to a job but is no longer active

  • This message appears when an employee has an assignment but the employee has been archived.

• [Shift Validation] Employee is scheduled but no longer active

  • A new validation rule has been added that will display a message that appears when an employee has been scheduled to a shift but the employee has subsequently been archived.

• [Shift Validation] Employee is scheduled to a reason that should be recorded using a time-off request

  • A new validation rule has been added that will display a message that appears when a shift is booked off directly in the schedule (i.e. not via a time-off request).

• [Time Off ] Transaction Details

  • We have added a toggle to switch between Transaction Details and Request History on the Time Off Pane. When a time-off type has been selected in the Time Off Balances grid, multiple rows may be displayed in the Transaction Details Grid. A scroll bar will appear on the right of the grid to see more transactions.

• [Time Off ] Request History

  • We have added a toggle to switch between Transaction Details and Request History on the Time Off Pane. "Request History" shows requests associated with the Time Off Type selected in the top grid (Time Off Balances section). There are 2 grids in this section, “Upcoming Time Off” and “Past Time Off”. “Upcoming Time Off Shows” requests with any End date greater than or equal to today. “Past Time Off” shows requests with an End Date less than or equal to today. A maximum of 10 rows are displayed at once, in each grid and there is a scroll bar on the right of the grid to see additional requests.

• [Time Off] Message for Time Off Type that go into a negative state

  • A red error icon appears next to the time off type, on the Time Off Pane, in the event that a bank gets overdrawn.

Fixes/Updates

• [Schedule] Area field is populated in the Edit Shift Pane when adding a new shift

  • Area, Group, Occupation, and Date are now all populated in the Shift Details Header when a new shift is added.

• [Schedule] Updated handling of breaks when using the “Show Breaks” toggle on the Edit Shift Pane

  • With the Show Breaks option selected, actual times and duration will be shown in the shift details grid. With the Show Breaks option deselected, elapsed times and actual worked/absence duration will be shown in the shift details grid.

• [Schedule] Updated display of breaks in main application window

  • When an absence reason overlaps the break on the shift, the absence in the Schedule Grid times/units are displayed as collapsed/elapsed.

• [Time Off - Time Off Pane] Reformatted the Time Off Balances Section on the Time off Pane

  • We have removed the hyperlink in the Time Off Type column on the Time Off Pane.

  • Reformatted the display of units and amounts on the Time Off Pane. Each cell now contains the units on top and amount on the bottom

  • The Approved request units/amounts are displayed in either the used or planned column, depending on the date of the request.

  • A Requested / On-Hold column has been added on the far right of the grid. The units/amounts for Requested & On Hold requests have been merged.

Pay

New

• [Timecard] Add Comment to a Timecard

  • We have introduced the possibility to add comments to a shift. what columns (query properties) are visible. On Daily Timecard Grid, the user clicks on the More Options (…) menu at the top right of Timecard Details and chooses Add Comment. The Add Comment dialog appears. The user enters the comment they wish to see, chooses a level for the message (Info, Success, Warning, or Error), and clicks Save. Messages will be displayed on both shifts and the corresponding timecards.

• [Timecard] Access Employee Details from timecard

  • A hyperlink has been added to the employee name on the timecard screen to show Employee Details.

• [Timecard] Rules Automatically Run After Editing Timecard Rules

  • When opening timecards WorkSight will check if the rules have been edited since the last time the timecards had been edited. If a change is detected the rules will rerun for the given employee(s) for the entire week.

Fixes/Updates

• [Timecard Rules Tables] Select Entity Name columns updated to also display the corresponding Code

  • The code & name in the rule tables for Area, Group, Occupation, and Reason have been concatenated.

Batch

New

• [Create] Batch Summary Totals Exclude Test employees

  • Test Employees, with the “is Paid= false” indicator on, are excluded from all Batch counts (Not in Batch, In Error, Timecard Statuses), timecard lists, and the Employee Count.

Fixes/Updates

• [Summary] Other Payments are now being correctly displayed in the Timecard Summary.

Report

New

• None

Fixes/Updates

• Exclude test/deleted/archived employees from reports

  • WorkSight excludes test employees and any deleted employees from the Reports found under the "Reports Menu". Archived employees will be excluded from the timecard reports when no timecard records are produced, however, historical timecard reports run for previous time periods will reflect any activity that occurred when the employee was active.

• Employee Summary report timing out

  • The Time out setting was increased and other performance improvements were added.