Holidays
“Original Employee” box cleared on holiday cancellation
If the “Original Employee” black box is displayed on a shift in the roster, then it will now be cleared if the holiday is cancelled.
Bank holiday shift auto cancel
It is now possible to change the behaviour of the exclude bank holidays feature of a service. When set, the new “Bank holiday shift auto cancel” feature causes shifts to be created and highlighted in purple on bank holidays (as opposed to supressed), where these shifts would normally drop, they will now move to the cancelled state and if a holiday is booked by right clicking on these shifts, they will also move to the cancelled state rather than the unconfirmed state.
This helps prompt the operations team to correctly allocate staff to holidays on bank holidays where this is appropriate.
Remaining holidays report additions
Days taken and remaining entitlement have been added to the remaining holidays report.
Longer holiday rejection reasons
Holiday rejection reason text can now contain more characters.
General
Search Employee tab moved
The search Employee tab in the roster update shift popup has been moved to make it easier to find.
IVR instruction email renamed to Welcome Email
IVR instruction email components have been renamed to Welcome Email to better align with its scope of capabilities.
Welcome email placeholders and password link
New place holders have been added to the Welcome email text and the password link has been converted to a hyperlink.
Location code auto filled with SIN
When creating a location, Location code is now auto filled with the SIN.
Weekly detailed analysis report columns
The weekly detailed analysis report now has additional columns.
Absence availability rule override
An override option is now available for the Absence availability rule when rostering Employees to shifts.
Shift deletion in smaller blocks
Deleting shifts through shift generation will now be completed in smaller blocks reducing the potential for this to impact system performance when large volumes of shifts are deleted.
Smartforms
GPS link on Smartform detail screen
A GPS link showing where the Smartform was completed is now available on the standard Smartform detail screen.
Smartform data retention and purge
It is now possible to configure Smartforms so that old data is purged from the system after a period of time This is designed to help customers comply with their GDPR obligations when using Smartforms to store personal data.
Individual Smartforms can be excluded from the purge where they need to be retained eg. a police investigation.
Note: By default, all existing Smartforms are configured to retain for 7 years with all new Smartforms defaulting to 2 years retention. Reduced retention periods will help to clear old data and improve the performance of Smartform reporting
Should you wish to retain any Smartform data older than the maximum retention period we recommend that you download copies using the Smartform reports and store them elsewhere.
Location based Smartform report logo
The Smartform report header logo can now be customised based on the location at which the Smartform was completed.
Pay / Bill
Fixed cost charge by location report
A new fixed cost charge by location report has been added.
Extras enhancements
Extras have had a number of enhancements to improve the ability to add operational costs and project client profitability.
New Module
Electronic Timesheet sign off
SmartTask now includes the ability to fully systemise your weekly customer Timesheet sign off process.
Weekly Timesheets containing hours worked can be exposed to your customers through their customer portal where they can be accepted or rejected by your customers.
The solution lets your customers know when weekly Timesheets are ready to be signed off and reminds them and your operational team where sign off is still outstanding, it also ensures your accounts team are fully aware when timesheet sign offs remain outstanding during invoice runs. Timesheet acceptance can automatically email copies of the Timesheets to customers and your accounts team if required, with any rejections highlighted to your operations team with the customer reported reasons so they can be acted upon promptly.
To find out more contact your account manager.
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.