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SmartTask

SmartTask Update S96

General

New “Left / Leaving” Absence type

A new Absence type of “Left / Leaving” has been added to help where staff need to remain Active for Payroll purposes but have left or are leaving the business and should no longer be Scheduled.

Disable manual Checkpoint completion per Employee

Manual Checkpoint completion options can now be disabled at an Employee level.

Shifts limited to Employee start and end dates

Employees can no longer be added to shifts before their start date and after their end date.

Absences limited to Employee start and end dates

Absences can no longer be recorded for an Employee before their start date and after their end date.

End date changes remove later shifts and Absences

When changing an Employees end date, the system now checks to see if any shifts or Absences exists after this date and removes them.

PAYG contract plans shown on Employees screen

It is now possible to see which Employees are on pay as you go (PAYG) contract plans on the Employees screen.

Extras-only Locations hidden from Roster list

Locations with Extras but no other services are no longer displayed in the roster location list.

Unended shifts marked in the Roster

Shifts that have been started but not ended by the Employee are now marked with a red X in the Roster.

Scheduled update for All services

It is now possible to apply a Scheduled update of pay and charge rates to All services.

Certificate expiry emails to Employees

Certificate expiry emails can now be sent to the Employees email address as well as other email addresses such as HR.

Emails from the HR Message Employee screen

It is now possible to generate emails to Employees from the HR Message Employee screen.

SmartDoc version control

SmartDoc files can now be updated with version control and audit.

Schedule update supports increased values

Schedule update now supports increased values

DOL

Automated DOL entries for lateness

It is now possible to add automated DOL entries when staff at a Location are very late for shift starts, check calls and shift ends.

Status and priority only permission

A new permission is now available for users who cannot edit the Log entry but are allowed to change the status and priority.

Mobile Ops

Alarm response SLA permission

A new permission has been added to control Web User access to Alarm response SLA’s

Visits brought in line with other job types

Adding visits to a Runsheet now allows you to edit name and description and pass through / edit comments bringing visits in line with other job types.

Runsheets left open when emptied

Runsheets can now be left open when the last job is removed if required.

Navigation after reassigning a job

Navigation after reassigning a job now takes you to the Runsheet dispatch screen.

Actual times for completed jobs

Runsheet Job dispatch screen now displays actual times for completed jobs.

Navigate to Location from Runsheet Template

It is now possible from the Runsheet Template screen, to navigate directly to the location of the Runsheet job, by clicking the Location Name.

Key holding set to 0 keys

Key holding can now be set to 0 keys.

Access cards in key holding

Number of access cards can now be stored in key holding.

Vetting / Onboarding

Extend Vetting deadline permission

A new permission is available which will allow the Vetting deadline to be extended after the deadline has passed if required.

Pay / Bill

Tracker shifts “Always Auto Arbitrate”

Tracker shifts can now be set to “Always Auto Arbitrate”, useful where shift times are unpredictable, and no arbitration is required.

Runsheet job names in Arbitration

Runsheet job names now appear in Arbitration.

Minimum hours paid accounts for breaks

Minimum hours paid setting in a service has been extended to better take into account breaks.

Reports

Managed by filter on Locations profitability with extras

Locations profitability with extras report now has a Managed by filter.

Timesheet sign off detail CSV aligned

Timesheet sign off detail csv extract now aligns with the report.

SmartTask Engage

New SmartTask Engage App version

A new version of the SmartTask Engage App is available on Google Play and we now feel it’s a better option than SmartTask Advanced App for Android users, the Apple iOS version will follow shortly when SmartTask Engage will be ready to completely supersede the SmartTask Advanced and My SmartTask apps.

Feature Retirement

Mobile shifts and old-style callouts

Support for Mobile shifts and the old-style callouts (Operations menu) which have for some time been superseded by Mobile Ops will start to be deprecated over coming versions of SmartTask. If you need assistance with migration to Mobile Ops then please speak to 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.