General
Smartforms creating certificates
Smartforms creating certificates: it is now possible to configure a Smartform to automatically create a Certificate each time a completed Smartform is received. Useful in automating processes such as welfare checks, Appraisals and training.
Monthly Compliance dashboard improvements
Monthly Compliance dashboard now shows the next date the Employee will be working at the last Certificate Location and allows click through to the Smartform that created the Certificate where one exists.
Employee NI categories extended
Employee NI categories have been extended.
Permission Groups shown on hover
It is now possible to see which Permissions Group(s) a Web user is in, by hovering over the Permission Groups icon.
Employee Timesheets show all Locations
Employee Timesheets now shows shifts where the Web user does not have permission to see Locations because it is useful for managers to be able to see where Employees are working for Locations outside of their jurisdiction.
Events Roster actions
Events Roster screen now supports Book On/ Book Off/ Add Comments and Cancel shifts. Useful where managers need to see who is expected at an Event, book them on / off their shifts and record any equipment they have been issued, so it can be retrieved when they leave.
Checkpoint scan Location time control
A new system setting is available which allows more granular control over the length of time a Checkpoint scan will be used to define a Smartforms Location.
Employee import executable
A new import executable is available which can be loaded on to a local computer to pick up SmartTask standard format Employee import files and add them through the SmartTask API. Useful when automating integration with third party Onboarding systems and can be used as a platform for custom integration projects.
Smartdocs list auto refresh
The Smartdocs list now auto refreshes when a Smartdoc is updated.
Trusted PCs for two factor authentication
Two factor authentication has been enhanced so that the Local PC can be trusted to reduce the overhead of 2FA and help increase take up.
Payroll group and telephone in update shift popup
Payroll group name and Employee telephone number is now visible in the update shift popup from the Roster to improve subcontractor and Employee communications.
My contract plan removed
My contract plan is no longer available to help resolve licensing discrepancies it can potentially create. Contact your account manager for licensing adjustments.
DOL
Dynamic Employee text box on DOL entries
DOL entries now have a dynamic Employee text box, allowing selection of an Employee or adding of an Employee name not in the system
Custom DOL Log subjects
Custom DOL Log subjects can now be created and made available to specific customer Locations extending the DOL to allow you to provide your customers with a bespoke DOL.
Mobile Ops
Cancelled Runsheet jobs hidden by default
Cancelled Runsheet jobs are now hidden by default on the Runsheets screen.
Keyholding enhancements
Keyholding has been enhanced as follows.
Key audit has been added to the reason drop down.
An optional Pouch seal has been added.
Inner seal has been added to the Key register list so it can be searched.
Discrepancy and Inner Seal number have been added to the Keyholding report.
Storage Address line 1 has been renamed to Storage name and it has been added to the Keyholding report.
Fields for capture of Remotes, Fobs and Other have been added alongside Keys and Access cards.
Vetting / Onboarding
Applicant self-service invitation emails
It is now possible construct an email template and use it to send Applicants an email inviting them to enter their own data into the Applicant record.
Applicant self-service data entry screen
It is now possible to give Applicants access to a self-service data entry screen where they can update their personal details, enter their working history and complete questions (checks) where they can upload images of passports, driving licences and SIA licences etc.
Applicant Edit Wizard icon
The Applicant Edit Wizard is now available as an icon from the Applicant list in Vetting / Onboarding.
Pay / Bill
Daylight saving in Arbitration
Daylight saving: Arbitration has been improved so it shows the actual shift length consistently when time is adjusted for daylight savings in March and October.
QuickBooks Class / Cost codes
QuickBooks extract can now support Class/ Cost codes.
Reports
Employee Tracking report by Location
Employee Tracking report can now show all items completed by Location as well as Employee or Runsheet.
Runsheet overview on Location Email reports
Runsheet overview report is now available on Location Email reports, useful where you wish to automate regular sending of the Runsheet overview report to your customers.
Subcontractor performance reports
Last week’s Shift Book on Methods and Check Call reports have been added to Payroll group email reports to help automate communications to subcontractors on how they are performing.
New Modules
New Smartform designer
New Smartform designer – Design and build your own Electronic Forms
Phase 1 of the new Smartform designer is now available, The Smartform designer has a range of visual elements and allows you to build simple Smartforms and publish them to the Smartform list so they can be shared with Employees. The designer supports automated version management and form copies so updating Smartforms created in the designer will be much simpler.
The designer does not as yet support multi path navigation, looping, validation, binding or forms with report categories, these will be added in future updates along with any other enhancements required.
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.