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SmartTask

SmartTask Update S92

Holidays

Team holiday limits

The number of Team members that can have a holiday at any one time can now be set within a Team, causing holiday requests to be automatically rejected if they exceed this number. A warning message is also displayed when booking holidays through the web client.

Reallocation reminder when cancelling holidays

Cancel holidays now has a reminder to prompt the user to check if Employees need to be reallocated.

Holiday entitlement from hours per week

It is now possible to set an Employee record so that the hours per week fields automatically sets the holiday entitlement for an Employee.

General

Override account ref set to SIN

It is now possible to configure the Location record to automatically set the override account ref to the SIN number when a new location is created.

Timesheet Overview enhanced

Timesheet Overview has been enhanced so that non-working staff are shown if they are not working any of the days rather than all the days, it also now shows absences.

Insights additional reports and timing

Insights has now been enhanced to support additional standard reports, you can also now define what time the extract is to be generated.

Call reminders on CLI restricted sites

Call reminders on sites which are restricted to a specific CLI number will no longer allow the operator to complete the call directly from the call reminder. This helps ensure the call is completed on site.

Smartform detail report filters

Response and Location filters have been added to the Smartform detail report.

Payroll group filter on Roster Broadcast

A Payroll group filter has been added to the Roster Broadcast screen.

Timesheet overview link in Operations menu

A new Timesheet overview link has been added to the Operations menu.

Navigate from Roster to Arbitration

A new link has been added to navigate from the Roster screen to Arbitration.

Historical shift display setting

A new system wide setting is available which changes the data displayed on the Roster for historical shifts to show if the shift needs arbitration or if not the number of hours, pay rate and Employee name.

Banner on Quality Audit reports

A Banner can now be applied to the top of Quality Audit reports.

Home office document in Vetting

Home office document has now been added as an option within Vetting.

Quality Audit looping

Quality Audit looping is now supported which will significantly reduce the complexity of Quality Audit Smartforms, where the same audit is repeated at multiple locations.

Roster emails to Payroll Groups

The process by which Roster emails are sent to multiple staff for the Payroll Group has been enhanced.

Auto Roster Group set up

Auto Roster Group set up has been enhanced to make their set up more intuitive.

Division filter on Remaining Holiday report

A Division filter has been added to the Remaining Holiday report.

Empty Location email reports not sent

Location email reports are no longer sent if the report contains no data.

Roster

Cover shifts highlighted

“Cover shifts” can be highlighted and described within the Roster from the update shift popup.

Set Auto Book On/Off from update shift popup

It is now possible to give a Web User the ability to set a shift to Auto Book On/Off from within the update shift popup.

Runsheets / Keyholding

Empty Runsheets

Empty Runsheets can now be created.

Clone a Runsheet template

It is now possible to clone a Runsheet template.

Keyholding return SLA

It is now possible to set a return SLA within Keyholding which will send an email if the keys are not returned within the SLA.

Notify jobs button highlighted

The notify jobs button in Runsheet Job Dispatch is now highlighted in red if changes have been made to the Runsheet so the operator is reminded to push the updates to the Employees app.

Filter Runsheet Jobs on the Active screen

It is now possible to filter Runsheet Jobs from the Active screen.

Pay / Bill

Run end times of 23.59

it is now possible to set the Invoice and Payroll run end times to 23.59.

Minimum hours paid with breaks

Improvements have been made to the way minimum hours paid effects pay when breaks are configured.

Maximum shift length and minimum hours controls

Improvements have been made to control the relationship between maximum shift length and minimum hours paid/ charged to prevent users being able to set up the system incorrectly.

Missed Runsheet Jobs in Arbitration

Missed Runsheet Jobs are now included in Arbitration.

Historical Runsheet Jobs in Arbitration

It is now possible to add historical Runsheet Jobs in Arbitration.

Employee Pay Detail report with extras

A new Employee Pay Detail report is available to customers purchasing the Payroll module which includes extras.

Pay variance report

A new pay variance report has been added to help identify Employees that are receiving pay rates that do not match the service rate.

Bulk arbitration pay or charge

Bulk arbitration now allows the selection of pay or charge.

Payroll Group column in arbitration

Payroll Group column has been added to arbitration.

New Modules

Events enhancements: WhatsApp messaging and occasional worker licencing

Events enhancements – WhatsApp messaging and occasional worker licencing.

Our first phase of WhatsApp message integration is here

This new module will enable the sending of WhatsApp messages directly to Employees phones from within SmartTask. It will also allow you to broadcast shift availability to Employees and receive their feedback as to whether they are available. It is then simple to select those that have responded from within the roster to work the desired shifts.

PAYG Employees

Our new PAYG Employee feature is here. It is now possible to add Employees to the system that are only paid for when they are placed on shifts. These Employees do not require a contract plan, however there is a per shift hour charge. These Employees are designed for occasional event workers, contact your account manager for details of the per hour costs.

More Events enhancements will be coming in future updates including a new Events focused Roster view.


Should you wish to make use of these exciting new features, we strongly recommend that you test them out to ensure you understand how they work before using them in your operation.

The SmartTask support team can help you set them up and if you find you would like these enhancements or any other parts of the system to operate differently, please contact your account manager to let them know, you never know your ideas may become part of a future update.

If you no longer want to receive this email or if you would like it to be sent to additional people within your organisation, please contact the SmartTask support team.

Thank you,

The SmartTask team.