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SmartTask

SmartTask Update S105

General

Book on/off through the Employee portal

It is now possible to enable book on/off through the Employee portal

DOL entries default to web username

New DOL entries will now default to the web username

Barred Employees removed from shifts

When barring an Employee, it is now possible to force removal of the Employee from any shifts they are scheduled on to

Override Team holiday limits

With a new permission, it is now possible to override holiday bookings where they will exceed the limits set in a Team

Vetting / Onboarding

Most recent references shown first

Reference sort order adjusted so most recent at the top

Address history check on Convert to Employee

Convert to Employee can now be restricted so that 3 years of address history must be valid

Known from optional on Gap references

Known from is no longer mandatory when capturing a Gap reference

Letter of authority as an image

Letter of authority can now be an image as well as a PDF

Services and Financials

Job names on Runsheet invoices

Runsheet jobs will now display Job name rather than “Runsheet Job” on Invoices

Budgeting

Variable Weekly Budgets enhanced

Variable Weekly Budgets have been enhanced to support improved annual budget management, periodic budgets and sign off control

Roster / Timesheets

Scheduled Employee names on hover

Roster Summary now includes a hover over the shift to display the name of Scheduled Employees

Reports

Licence added to Location Roster report

Location Roster report now includes License from the Employee record


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.