Roster
Create Absence or Holiday from shifts
New right click options are available on a shift which can be used to create an Absence or Holiday directly from one or more shifts in the roster. These options return the shift to an unconfirmed state so someone else can be suggested and create an Absence record for the Employee for that day in a single action. This option has its own permission so can be removed from users if required. Holidays are created with override values matching the shift hours. Once completed you can hover the mouse over the black box on the shift to see the original person that was scheduled to the shift.
Multiple ad-hoc shifts in one action
Multiple ad-hoc shifts can now be created in a single action across multiple days of the week making it much quicker to plan ad-hoc shifts for Events and other unpredictable work.
Recording No Show Employees
A new right click option is available on a shift in the roster which can be used to record Employees that ‘blow-out’ (do not show up for) shifts. The Employee is removed from the shift and a record is stored to allow reporting on “No Show” behaviour.
PO number overrides
PO numbers: it is now possible to override the PO number from financial tab of the update shift popup in the roster. Useful where customers require different PO numbers for different shifts. Cloned shifts can carry the modified PO number.
Public holidays shown in purple
Public holidays are now displayed as purple in the roster services screen.
Search Employees radius increased
The Search Employees tab (Update shift popup) default has been increased from 50 to 500 miles to make it easier to find Employees with the incorrect postcode set.
Arbitration
Bulk Arbitrate to Actual or Expected
It is now possible to select multiple shifts and Arbitrate the Pay or Charge times to either Actual or Expected times in a single action.
Arbitrate shift opens in a separate tab
When navigating to Arbitration from a shift in the roster the Arbitrate shift pop up is opened in a separate tab making it easier to Arbitrate the shift and then navigate back to the roster.
Multiple Employees on historical shifts
When adding historical shifts, it is now possible to enter multiple Employees to reduce the overhead of creating large volumes of historical shifts. This has been requested by a number of our clients who service events.
Standard Service Employee limit
The number of Employees (and therefore shifts) that are created from a Standard Service can now be increased above the current limit of 20. Contact support if you would like this value increased.
Overlapping historical shift warning
A warning message will now be displayed if a historical shift is being created for an Employee that overlaps an existing shift, helps reduce inadvertent double payment of Employees.
Hide shifts excluded from payroll and invoicing
Shifts can now be prevented from showing in Arbitration where the “Include in payroll and Invoicing” check boxes are unset.
Arbitration restricted during Pay / Invoice runs
Arbitration has been modified so that only web users with the Pay / Invoice run permissions will be able to Arbitrate while a Pay / Invoice run is in progress. This helps to control Arbitration and reduce contention during Pay / Invoice runs improving reliability and performance.
General
Automatic public holiday creation
It is now possible to set a standard service so that Employees who are regular to shift and linked to the Location will automatically have holiday created when a public holiday occurs. The shift will be set to a cancelled state as the holiday is created.
Prompt to set report filters
When running reports with no filters the user will be prompted to set filters to help reduce the likelihood of wasted time running reports with the incorrect filters set.
Gender options updated
The Gender options available in an employee record have been updated to reflect the more diverse options required today.
Guide links removed from profile menu
User guide and report guide links have been removed from the profile menu as more up to date support info is available from the help centre.
Pay tile from the Applicant record
It is now possible to enable the pay tile from the Applicant record.
Shift notification emails
Shift notifications: it is now possible to enable shift notification emails to be sent to the Employee before the shift commences, these are defaulted to 24 and 2 hours before the shift starts and are helpful in reducing No shows / blow outs.
Employee pin on shift book on method report
The Employee pin has been added to the shift book on method report to make it easier to identify Employees where they have the same name.
Self-service password reset
Web users and Employees can now reset their own passwords via a link on the login page, simply enter account key, username, and email address and receive a password reset email
Read only services permission
A new read only services permission is now available.
Holiday entitlement check by year
Holiday entitlement check now uses the appropriate holiday entitlement for the year in which the holiday is being booked.
Customised Employee engagement emails
It is now possible to provide customised Employee engagement emails which contain IVR and mobile app login details to help with Employee onboarding.
Smartforms
GPS link in Smartform detail
A GPS link showing the location where the Smartform was created is now available in the Smartform detail when viewed from the Smartform inbox.
Smartform labels across the report
Smartform labels are now displayed across the report to improve the report view.
Step titles in Smartforms
Step titles can now be added to Smartforms and displayed in the Smartform report to improve the report layout.
Modernised Smartform report output
The Smartform report output has been improved to make it look more modern.
Pay / Bill
Fixed cost charges on Timesheet signoff detail report
Fixed cost charges now appear in the Timesheet signoff detail report.
Prefilters on Customer Billing – Extras report
The customer Billing – Extras report now has prefilters.
Hide amount and rate on Timesheet sign off summary
It is now possible to hide the amount and rate columns on the Timesheet sign off summary report using a permission, useful if you would like your customers to see the hours but not the rates in the sign off process.
Coming Soon
Events module
Events module, if you provide Event staff then good news, we are working on a new SmartTask Events module to make setting up and managing staff at Events much easier. If Events are something you cover, and you’d like to influence how the new SmartTask Events module develops please contact your account manager so we can show you how things are developing
If you would like to see any enhancements that you think will make SmartTask deliver better value to your business, please let us know.
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If you have any questions about SmartTask or any of its new features, please contact our dedicated team on 01494 292444.
Thank you,
The SmartTask team.