General
UI improvements
There have been a number of UI improvements as a result of upgrading key user interface components used across the SmartTask system.
Payroll group column in Search Employees
Search Employees now has a payroll group column to help identify which Employees belong to subcontractors.
Confirm Employees in the Events roster
It is now possible to confirm Employees to shifts in the Events roster.
Mobile Ops
Assign multiple jobs in one action
Multiple jobs can now be selected in the job dispatch screen and assigned to an Employee in a single action.
Dynamic pick up times for Runsheet jobs
It is now possible to configure pick up times for Runsheet jobs, automatically created from standard shifts, to be dynamically changed based on the time of the drop off.
Key register performance and Employee navigation
Key register performance has been improved where there are large volumes of keyholding sites.
It is now possible to navigate from the Employee on the Runsheets screen to the Employee record.
Smartforms
Smartform access through the customer portal
Customers can now be given access to the Smartform inbox, Smartform detail tabular, Smartform details and callout reports through the customer portal which will be filtered by the account linked to the customer portal user.
Smartform Location can now be changed even when previously set by the Employee working on shift or scanning a checkpoint.
Smartform designer improvements
The Smartform designer has been improved as follows:
- Forms can be broken into steps.
- You can hide blank/empty question responses in the Smartform reports.
- Default value can now be set on lists, and it is possible to force the user to make a selection rather than accepting the default.
- Step and title can now have the same name.
- It is now possible to add an image loop so that multiple photos can be captured.
- Signatures are now supported.
Pay / Bill
Rolled up holiday pay
Rolled up holiday pay has now been added to SmartTask , it is now possible to configure at a Location level whether rolled up holiday should be paid. Useful where your normal staff are working extra shifts at sites where Rolled up holiday pay is the preference as opposed to accrued holiday.
Nominal codes in Sage 50 extract
The standard Sage 50 (via Adept) billing / invoicing extract now supports nominal codes.
Manual arbitration reasons stored
We now store more granular detail on why shifts have been placed in the ‘manual arbitration advised’ state so more powerful insights reports can be created to aid a better understanding of the need for manual arbitration.
Reports
Filters on Timesheet signoff reports
Timesheet signoff detail, sign off summary and sign off with Pay rate now have managed by and date range filters.
Customer SIN in shift book on methods report
Customer SIN has now been added to the shift book on methods report in insights.
Dashboard task exception report Location filter
The locations filter in the Dashboard task exception report is now filtered to show only Locations with active workflows.
Actual start and end on Location Roster
Location Roster on the Location email reports now has Actual start and End columns.
Device ID on shift book on methods report
Device ID has been added to the shift book on methods report.
New Modules
Advanced scheduling automation: Beta
It is now possible in an AutoRoster group to limit suggested Employees to those in a team linked to the cluster in which Locations are placed.
Intelligent automation can now be configured to automatically broadcast shifts as they move into the unconfirmed state leading to shifts being automatically broadcast and potentially filled without the need for manual intervention with the scheduling screens.
A new WhatsApp based broadcasting method is now available through which staff can receive notifications as shifts need filling and respond to confirm themselves into these shifts.
Automation can be configured to email a duty manager if the system does not successfully fill the shift with a confirmed Employee.
New Supplies module – Beta
Version 1 of our new Supplies module is now available for beta testing with clients.
If you need to control / manage the issuing of supplies to customer Locations, then you may want to take a look.
SmartTask can now store supplier product catalogues, holding product details such as maximum order quantity, stock level etc. Supplier products can be linked to Locations controlling which products Employees can provide to each of your customers. Budget and stock management support help you keep track of costs and supplies availability. Future updates are planned which include an app tile for Employees to place their own orders, dashboard reports to help analyse supplies utilisation costs, stock depletion and non-chargeable supplies usage. with full integration to customer billing exports and support for supplier minimum order values following once the primary capabilities are proven and bedded in.
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.
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Thank you,
The SmartTask team.