Core

New

• [Search] Search Box Functionality
  Search Box functionality is available in Plan>Schedule and in Settings.

  • In Plan, type in any value for Employee, Occupation, Shift Pattern, Shift Type, Reason, Group, Area or Overtime Reason, and press Enter. e.g., Type in an employee name and a reason. WorkSight will display the Employee’s schedule and any other schedules containing the reason.

  • In Settings, select the data entity and search for a value in that entity e.g. click on People in the Settings Navigation pane and enter an Employee name in the Search Box. On Enter, WorkSight will display the employee name in People

• [Advanced Search] Save
  There are now two options to save a view: The Advanced Search save in the Navigation pane and More Options…Save View. Both open the Save View dialog box to enter a name for the view and click Save.

Fixes/Updates

• [All components] Pagination Footer
  The footer is shown on a blue background for greater visibility in PLAN and PAY.

• [Settings] Navigation Pane
  Undeveloped menu items have been hidden in the Navigation bar.

Plan

New

• None

Fixes/Updates

• [Schedule - Job Pane] Effective End Date in Job Pane
  When an Effective End Date is changed in the Job Pane, the new job created displays shifts from the new start date created. The original job ends on the Effective End Date.

• [Schedule- Shift Scheduling Tool] Scheduling an Employee to Multiple Rows
  Windows selection features are in available in the Shift Scheduling Tool top grid (e.g., Click & Drag, using arrows after first selection, Click & Shift-Click and Click & Ctrl-Click). Once an employee is selected, clicking Schedule Employee fills the employee field in each selected line in the grid.

• [Time Off] Time Off Balance Grid update
  Hour and/or Dollar values are displayed as 0 in the Time Off Balance grid if the Time Off Type does not track them.

Pay

New

• None

Fixes/Updates

• [Timecard] - Generating timecards for assigned employees but not scheduled
  If an employee is assigned to a job but not scheduled, WorkSight will generate a timecard for the employee for their assigned job (area/group).

• [Timecard] Selecting a Shift Type on a Timecard
  Selecting a shift type on the timecard details populates the start/end times and reason(s) defined for one or multiple rows within the shift type. Users can select multiple shift types on a timecard. If there is an existing entry on the timecard, WorkSight replaces any intersecting timecard detail with the new Shift Type times and reasons; any existing non- intersecting timecard portions remain on the timecard. The occupation, rate, factor or account code fields are not changed.

• [Timecard and Summary] Employee Filter
  The Employee Filter has been reactivated in both the Timecard and Summary screens.

• [Summary] Display Group and Grand Totals in Summary View
  Grand Totals are displayed on the last page in the Summary view. In addition to the Grand Totals, when a group is applied, the grouped data displayed is surrounded by the group name and the group’s totals.
  At each change of start date, duration of view, filtering, grouping, sorting, or area/group, the report totals reset to 0 and are recalculated based on the options chosen

• [Timecard Rules] Detect Employee’s Worked Shift pattern vs Assigned Shift Pattern
  isScheduledDayOff has been updated in the Timecard rules to determine if the employee’s assigned shift pattern has been re-scheduled when determining Work on a Day Off

Batch

New

• None

Fixes/Updates

• [Export]

Report

New

• [Report] General Features

  • Reports can be exported to Excel or in CSV format

  • Options have been added to select page size (Letter vs Legal) and Page Orientation (Portrait VS Legal)

  • Any selected filters are displayed on the last page of each report

• [Report] New Filters - Time Off Type; Time off Status, Available Balances, Message Level

  • The Time off Status filter works with the All Requests report. Status filter values for Single approval are Requested, Declined, Cancelled, Approved.

  • The Time Off Types filter works with Time Off Balances report. Time off Types are defined by the Organization.

  • Available Balance works with Time Off Balances report. Greater than Zero or Less Than Zero

  • Message Level works with Time Off Balances report - values are Error, Warning, Info, Success

• [Employee - No Hours]
  This report displays all active paid employees with no hours recorded for the time period/duration selected in the toolbar. The report is separated into Assigned employees and Unassigned Employees.

Fixes/Updates

• [Employee - Time Off Balances]
  The Employee Code has been appended to the Employee Name in the report. By default, Employees are sorted in ascending order by name. Grand Totals have been added to the last line of the report. In the Messages column, message icons ( Info, Warning, Error, Success) appear with count for each type of message, if found for the employee. New filters for Time off Types and Message Level

• [Time Off - All Requests]
  The Time off Status filter works with the All Requests report. New Filter for Time Off Status

• [Timecard - Payroll Hours Dollars]
  New calculations for Hours % GT and Dollars % GT

• [Timecard - Employee - Employee Timecard Summary]
  The Employee Code has been appended to the Employee Name in the report. Entries with category = Breaks and factor <= 0 are no longer displayed. Columns have been added for Group, Occupation, and Account Code. Grand Totals have been added to the report for unit and dollar columns.

• [Timecard - Employee - Employee Timecard Absence Summary]
  The Employee Code has been appended to the Employee Name in the report. Entries with category = Breaks and factor <= 0 are no longer displayed. Columns have been added for Group, Occupation, and Account Code. Grand Totals have been added to the report for unit and dollar columns.