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What's New |
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This list chronicles new updates to the Workforce and MyWorkforce systems.
After each release, customers should clear their cache to ensure that all updates apply correctly.
Note that any new screens will be immediately available to those with Administrator access, but need to be added to existing groups for users to see and access them.
Release Date August 2016 May 2016 March 2016 December 2015 August 2015 June 2015 May 2015 March 2015 Jan 2015
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Release Date Nov 2014 Oct 2014 Sept 2014 Sept 2014 August 2014 August 2014 June 2014 May 2014 March 2014 Feb 2014 Jan 2014 |
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Release Date Sept 2013 Aug 2013 July 2013 May 2013 April 2013 Jan 2013 Nov 2012 Oct 2012 Sept 2012 |
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Upcoming Enhancements
The following screens have been added, but are limited in functionality at this time. Employee Exports from Workforce to the POS is currently only available for Micros 3700. Please contact Compeat Support for further information.
Released August 2016
WORKFORCE 1.0 (for hosted customers available through https://cloud.compeat.com/advantage)
Bug Fixes
• #85301 - Now formatting SSN when saving an employee record from Employee Imports to Employees.
• #94679 - Scheduling a shift over approved time off will once again be restricted.
• #96603 - Corrected the Employee Messages screen to show list of employees.
• #97003 - Added the following rights back to the Default Admin Group: Restaurant Stations > Edit Header, Restaurant Stations > Edit Station Assignments.
• #93455 - Enhanced exporting pay details so that time out issues will no longer occur.
Enhancements
• #92476 - Station abbreviations will now be included in text message notifications.
WORKFORCE 2.0 (for hosted customers available through https://cloud.compeat.com/workforce)
Bug Fixes
•#97331 - Corrected an issue where clearing a validation error would continue showing the error.
•#89319 - Corrected an issue where the Employee Messages report employee filter was not properly functioning when using receiving employee data.
•#91712 - The following reports will now use the default options from Workforce 1.0: Employee Terminations, Approaching Overtime Report, Weekly Schedule Report, Manager's Daily Shift Report, Punch Validation Report, Edited Time Entries Report.
•#93277 - Corrected StoreGroup1 and StroreGroup2 labels for: Composing new messages, Employee Termination Report, Tickler Report, and Time Worked Report.
•#96205 - The Time Worked Report will properly filter on employee when selected.
•#96189 - The Time Worked Report will now properly run to include shifts where Labor Date = From Date of report.
•#96915 - The Time Entry screen will now show Total Time in Hours:Minutes rather than Days.
•#97189 - Pay Stubs are now available
Enhancements
•New features now available for Workforce 2.0:
▪House Shifts
▪Add Manager Comments to Approvals (for time off requests. shift changes, unavailability requests)
▪Events
▪Direct Deposit (under the User menu if you have Compeat Payroll and ACH)
▪Black Out Days
▪Payroll Check Stubs now include earnings/taxes/deductions breakdown
▪Payroll Check Stubs now include federal and state filing status and exemptions
•#92573 - My Profile information will no longer require home phone number, rather, a mobile number can be used as the primary.
Released May 2016
Bug Fixes
•#49451 - Minor rules are now correctly validated when the end time of day is after midnight.
•#85113 - Processed labor punches have been optimized for large data sets.
•#85847 - Meal breaks are now correctly validated when including shifts from multiple schedules.
•#86872 - Corrected the Eligible for Rehire status on the Employee Terminations report.
•#88915 - Clearing fields with a default date (i.e. MyWorkforce Profile Changes Report) are now always respected.
•#90695 - Store filters on the Punch Validation report will now filter correctly.
•#91272 - Employee name will now show across all tabs of the Employee screen.
•#91741 - Nevada 24 Hour Workday rule will now validate correctly by considering both Wage Groups and Wage Rule Sets.
•#91764 - Posted Schedules will now correctly show pending house shift pickups.
Enhancements
• First Release of Workforce 2.0 - Now accessible from a tablet or smart phone.
▪ Reports: Weekly Schedule, Manager's Daily Shift, Schedule Change History, Schedule Export Exceptions, Schedule Variance, Labor Summary, Staff Totals Chart, Approaching Overtime, Birthdays, Call List, Tickler Report, Employee Terminations, MyWorkforce Profile Changes, Employee Messages Report, Employee Exports Report, Time Worked, Minimum Wage Analysis, Labor Polling Exceptions, Punch Validation, Edited Time Entries
▪ Approvals - Quickly approve or deny time off requests, schedule change requests, and unavailability requests. A filter has been added to show results by request type.
▪ Time Off - Review already approved or denied time off requests, with the option to change the status and notify employees.
▪ Time Entry - Reconcile employee punches polled from the point-of-sale. A new setting now allows tips to poll directly to Time Entry (i.e. Micros POS or Positouch) without the need to use the Daily Employee Totals (now called Gratuities). Contact Compeat Support to set this up. Added a filter for Schedule Group and Job to make it easier to narrow results.
▪ Gratuities - Now part of the Time Entry Screen, use Gratuities to allocate tips across employees or import an Excel template to update tips.
▪ Historical Time Entry - Review punches that have already been closed and exported to payroll.
▪ Audit Log - Review transactions that have been added/edited/deleted/posted in Workforce.
▪ User Activity - Users that are currently signed in to Workforce.
▪ Messages - Use the Messages icon to read or compose messages to staff.
▪ My Profile - Edit your user settings (i.e preferences & alerts, contact information, emergency contacts).
▪ Check Me In/Check Me Out - Use to turn on/off notifications generated from staff activity (employees requesting shift changes, time off requests, etc.).
▪ Pay Stubs - View past pay stubs if your company uses Compeat Payroll
Released March 2016
Bug Fixes
• #81375 - Corrected a locked user issue when switching entities immediately after sign in.
• #82134 - Corrected the Edited Time Entries report so that users no longer see data from restricted entities.
• #83310 - Corrected an issue where the Tickler Report was only showing inactive employees with the employee search tool.
• #83474 - I-9 and W-4 images are now correctly attaching to employee records when exported from Compeat OnBoard.
• #86756 - Corrected a scroll bar display issue in the Employee Imports screen.
Enhancements
• #85571 - Extended the character limit for I-9 Issuing Authority
• #87944 - Added additional penalty configurations for the ADP export. Meal, Break, Split Shift, and Spread of Hours penalties can now all be defined as separate codes for ADP.
This version of Workforce begins the preparation for a Phase 1 release of the new and improved browser-based Workforce. This version is built entirely in mobile-responsive HTML5 and accessible from any browser and mobile or tablet devices. In preparation for this first release coming soon, the existing Workforce menus have been updated.
• Group Security (screen access) has been detached from Compeat Advantage. Screen access can now be independently created within Workforce without dependencies on Advantage.
• Administrator and Manager Stock Groups now exist. These stock groups will automatically update with new features, and cannot be edited. New groups can be copied and edited from the stock groups.
• Workforce Menus are now structured as defined:
▪ Labor Admin (Configurations, Security, Entities, Scheduling Setup, Forecasting Setup, Wage Rule Setup, Labor Definitions).
▪ Labor Manager (Scheduling, Employees, Reports - Scheduling, Reports - Labor Analysis, Reports - Employees)
▪ Time & Attendance (Time Worked, Reports - Time & Attendance, Utilities)
Patch - released April 13, 2016
• WF-1221 - Punch validation has been corrected to show line record hours and meal hours.
• WF-1217 - An error encountered in Employee Imports when using Merge Options for duplicate records has been corrected.
Released December 2015
Bug Fixes
•#72009 - Corrected unavailability view on Schedules when the start and end day of the week are the same.
•#75548 - Corrected Schedules to allow the end time of the first shift to be the start time of the second shift on the same day.
•#76673 - Corrected Schedule shift count and hours where a shift was ending at the exact end of week time.
Enhancements
•#80990 - Enforce Payroll Security Levels for Workforce Employees. Similar to Compeat Payroll, users will no longer see Employee records for other users equal to or above their level.
•#80989 - Enforce Payroll Security Levels for Time Off Requests. Managers can no longer approve time off requests for other managers equal to or above their level.
•#80988 - Add payroll security level filtering to the Employee Scanned Documents report
•#73715 - Employee records defined with Compeat Payroll staff types will now validate SSN number and check for duplicate entries.
•#75531 - Stations are now explicitly visible on Schedules.
•#76728 - Documents/Images can now be uploaded to Employee records. Uploaded images will attach to the tab selected during upload and save. Images added in Workforce will be available in Compeat Payroll and vice versa.
•#76729 - A new Scanned Documents report is now available. Managers without access to Payroll Setup information can view uploaded images on the following tabs: Personal, Emergency, User Defined.
•#77126 - An external ID number will now be accepted from Compeat OnBoard.
•#76848 - Direct Deposit updates will now show on the myWorkforce Profile Changes Report.
myWorkforce Bug Fixes
?#79803 - Manager users can now access entities based on cumulative access between their User record and their Employee record.
myWorkforce Enhancements
•#76844 - For Compeat Payroll customers with direct deposit enabled, employees will now be able to add and edit bank account information under the My Info menu.
•#77001- When using Stations for scheduling, the Station abbreviation will now show under Approve Requests for managers and My Requests for employees.
Released August 2015
Bug Fixes
•#66577 – Break punches will now also be flagged as an exception when the parent work punch has an exception.
•#73306 – A header has been added to the Labor Summary Report to indicate the Job Overtime Summary.
•#73506 – Break and meal rules can now be deleted from record chooser screens without causing an error message to appear.
•#73721 – Tips received on a shift that was only overtime pay will now be exported properly.
•#73804 – Status column on the Time Off screen now properly displays the status description.
Enhancements
•#68366 – Added “No Scheduled Shifts” to text notifications currently being sent to employees when they have been removed from the posted schedule.
•#36164 – The ability to add time off request black out days has been added. Managers can create blackout days to limit the number of time off requests for specific dates or date ranges and/or recurring days (ie every Friday). The blackout days can be assigned to specific schedule groups and/or jobs but can still be overridden directly by a manager on behalf of an employee.
•#75500 – Added ability to assign Payroll Items to an employee on a specific entity. Leaving the entity selection empty will apply the Payroll Item to all entities.
myWorkforce Bug Fixes
•#72512 – The Begin and End dates when approving time off requests unavailability has been corrected so they appear in the proper order.
•#73164 – Forecasted Sales and Actual sales are now showing up on the Manager’s Daily Shift report when being filtered by Day Part.
•#73304 – When sending messages, the employee list is now filtered by the user’s access rights.
•#74833 – Time punches are correctly displaying as the exact time of the punch despite the local system time zone settings.
myWorkforce Enhancements
•#73247 – Pending swap/drop shift requests now show a pending status until the receiving employee and manager approve the request.
•#73248 – Managers will now see how many hours an employee may have if a swap/drop shift request is approved. The “If Approved” number of hours includes actual punches for the week, remaining scheduled shifts, and the number of hours on the requested shift.
•#73249 – URLs included in messages are now clickable links.
•#73318 – An option has been added to allow terminated employees to continue to access their myWorkforce accounts. Terminated employees access is limited to the following areas within myWorkforce and will be fully revoked the February following their termination date:
•My Profile
•Pay Stubs
•Print W-2
•#73318 – Messages will now display all recipients of a message. For example if the message is sent to an entire department, the department name will be displayed in the “To” field. If the message was sent to specific recipients, all recipient names will appear in the “To” field.
•#73320 – Messages received can now be forwarded to new recipients.
Released June 2015
Bug Fixes
•#67379 – Payroll Item pay frequency will now match the frequency chose for the employee.
•#69220 – Employees imported from Payroll will now only be created with payroll items for the specified entities.
•#70122 – Deleting Employee Imports will also delete any attached pictures.
•#70483 – Exporting Pay Details to ADP once again contains all employee pay rates.
•#71555 – Unavailability approval alerts are now being delivered to the proper employees.
•#71888 – Overtime hours are once again exporting into Compeat Payroll.
•#72582 – Wage Analysis report no longer errors when running.
Enhancements
•#64933 – Added the Employee Exports Report.
•#70125 – Emergency Contacts can now be imported through Employee Import API.
•#70571 – Employee Exports can now be marked for retry.
•#71378 – Performance improvements have been done to the Schedule Summaries.
•#71379 – When the Schedule Summary bands are hidden, the calculations are not performed further improving performance.
•#71400 – Performance improvements for Wage Calculations.
•#71616 – Performance improvements for Schedule validations.
Released May 2015
Bug Fixes
•#46474 – Time Worked report will now properly follow the Exclude Inactive Employees filter.
•#68283 – Removed Holiday Pay options on Overtime Rules as they served no purpose.
•#68286 – Pending Unavailability Requests will no longer display when filtering unavailability for a specific employee.
•#68332 – Schedule Summary Bands will no longer reset to zero after switching entities.
•#69523 – Improved processing of calculating wage details.
•#69538 – Last Raise Date will now display the raise effective date when backdating.
•#69596 – Improved evaluation of schedule to identify errors.
Enhancements
•Scheduling screen has some new hotkeys:
•#68764 – Pressing “S” on a selected shift will display a modal window with available employees that can be assigned the shift. (also available by right-clicking)
•#68765 – Pressing “H” on a selected shift will automatically reassign the shift to House Shifts. (also available by right-clicking)
•#68767 – Pressing “Z” on a selected shift will initiate the shift swap process. The next shift selected will then initiate the Shift Swap wizard.
•#68768 – The number of shifts currently assigned to an employee across all schedules is now visible on all schedules.
•Manager Daily Shifts Report can now be run for specific configured day parts.
•#69784 – Added a summary band to the schedule screen to display the total number of shifts scheduled.
myWorkforce Bug Fixes
•#68210 – Canceling a time off request will now simply mark the request as canceled.
Released March 2015
Bug Fixes
•#64279 – Importing and/or editing Daily Department Totals will automatically trigger wage recalculation.
•#65040 – The Close Time Entry process will now properly close zero time punches or invalid items (i.e. records for an employee who has been changed to salaried after polling).
•#66240 – The Employee Import feature will now only require a Payroll or Labor license.
•#66472 – Importing tips into the Daily Employee Totals will no longer overwrite totals for other labor dates when the overwrite option is selected.
•#67321 – Saving the Unavailability screen will no longer generate a debugging error.
•#67390 – User menus can once again be created, edited, and saved.
Enhancements
•#64075 – The Employee Messaging Report now has a drill through report that lists the recipient and the read date.
•#67198, 67358 – All time entry screens have had a performance overhaul and will load faster.
myWorkforce Bug Fixes
•#58031 – User is presented with a confirmation dialog after picking up a shift that overlaps with a time off request. Upon confirmation to pick up the overlapping shift, the time off request will be automatically canceled.
•#63742 – Managers can now send messages to any employee of an entity associated with their user account. They are no longer limited to the entities that is associated with their employee record.
•#65991 – Unavailability Requests will now only be visible for approval when the manager is logged in to the employee’s home store.
•#66176 – Time punches will now reflect the appropriate time zone.
myWorkforce Enhancements
•#64088 – The initial read date of all message will now be recorded whether or not the employee has marked the message as unread.
Released January 2015
Bug Fixes
•#58563 – New scheduled labor will properly maintain GL balances and Excel PL Summary calculations.
•#62852 – Forecasts will now correctly update when creating a new schedule with a forecasting interval specified.
•#62940 – Changing tabs when modifying an employee will no longer change the employee’s staff type.
•#63123 – Employees without access to Payroll will no longer be prompted for “Suggested Taxes” when setting up an employee. Default Payroll items and taxes will no longer be automatically added to new employees when the entering user does not have access to those employee detail tabs.
•#63171 – Deleting a shift from a schedule will no longer display an error prompt before continuing.
•#63195 – Rehired employees will no longer cause polling exceptions running payroll.
•#63255 – Corrected display of error message when adding a new user that was preventing completion of the add new employee process.
•#63651 – Closed year (system generated) general ledger transactions will no longer be included in the Schedule Variance, Labor Variance, and Manager’s Daily Shift Reports.
•#63717 – Employee Imports are now being correctly set to visible by default.
Enhancements
•#63001 – Employee’s emergency contact information can now be accessed within Workforce as a new tab on the Employee screen.
•Weekly Job Totals
•#64829 – An option has been added under Labor Definitions to allow for weekly job totals.
•#64830 – Include tips and service charges from weekly job totals
•#64831 – Include weekly job totals in exports to Compeat Payroll
•#64833 – Include weekly job totals in ADP/Paychex/CSV exports
•#64834 – Include weekly job totals in Time Worked Report
•#64836 – Include weekly job totals in Minimum Wage Analysis Report
myWorkforce Bug Fixes
•#57895 - Employee can now pick up dropped shifts even if they do not currently have a shift on the schedule for the dropped shift.
•#62859 – Breaks & Meals now appear correctly in Time Punches.
•#63002 – Employees can now see the entire phone number for their emergency contacts.
•#64005 – Employees with open drop requests will no longer receive erroneous cancellation messages.
myWorkforce Enhancements
•#64832 – When using weekly job totals, the employee’s tips will now be visible on the employee’s first shift in the week.
Released November 2014
Bug Fixes
•#41032 – Reused employee POS codes will no longer return “Inactive Employee” polling exceptions.
•#58462 – Employee shifts that are currently violating rules are no longer prevented from being moved to House Shifts.
•#58483 – Manager Daily Shifts Report will now correctly filter employee shifts based on the Day Part filter.
•#60394 – The termination date of an employee will no longer prevent the employee from being processing within Compeat Payroll during payroll processing.
•#61053 – Wage calculations will now always use the entire work week during all calculations.
•#61840 – House Shifts involved in shift swaps will no longer prevent schedule changes requiring a reposting of the schedule.
•#62015 – Labor Summary Report now displays the correct labor variance.
•#62127 – Closing the Employee Tab with no Employees will no longer crash the application.
•#62539 – Corrected handling of SSL validation with FTP configurations.
Enhancements
•#54401 – Users can now manage their unavailability through myWorkforce.me website. This includes creating requests, canceling old requests, and viewing current unavailability.
•#55077 – POS Summaries can now be deleted and re-polled manually.
•#57959 – The Employee Time Off Reasons can now be used to configure reasons for both time off requests and unavailability requests.
•#58258 – The Employee Name will now be included on error messages on the Time Entry screen.
•#60219 – Manager’s Daily Shifts Report and the Weekly Schedule Report can now be filtered by Departments.
•#60303 – All changes to an Employees job settings will now require an effective date.
•#60351 – Imported employees can now only be imported for the users allowed entities.
myWorkforce Bug Fixes
•#57639 – Changing password will no longer display a false error message while using Internet Explorer.
•#59502 – Users initiating shift swaps/drops will no longer receive cancellation notifications for all potential requests once one of them is accepted by a manager. They will now only receive one approve notification indicating the managers approval.
•#59503 – Corrected a display rounding error on the Time Punch screen. This issue only affected the displayed shift length.
•#62228 – Payroll Accruals will no longer be displayed under “Print My Paystubs”.
myWorkforce Enhancements
•#54641 – Employees can now enter requests for unavailable time periods and managers can review these requests to either approve or deny.
•#56927 – Added “Please wait..” indicator to be displayed when processing requests.
•#60991 – Manager’s Daily Shifts report can now be filtered by department.
Released October 2014
Bug Fixes
•#61344 – Sales Headers are once again visible on the Labor Summary and Labor Variance reports
•#61492 – Tickler Report can now be run for all customers.
MyWorkforce Bug Fixes
•#61565 – Compeat Payroll Employees can once again retrieve their W-2’s using the link un myWorkforce “My Info” > “Print My W-2”
Released September 2014
Bug Fixes
•#60050 – The Employee Messages date filter will now include messages sent on the date selected as the end date.
MyWorkforce Bug Fixes
•#60042 – Manager Daily Shift Report is no longer causing an error when trying to access the report.
•#60043 – The count of unread messages displayed on the employee’s home screen will no longer include read messages.
•#66047 – The page controls on the Manager Daily Shift Report will once again display correctly.
Released September 2014
Bug Fixes
•#53308 – Users can now only add jobs to employees that are below their security level.
•#55533 – The Payroll export has been corrected to include the last day of the period.
•#58205 – Corrected issue where data entered in grid would not be saved when moving to a new tab.
•#58206 – Default Starting and Ending date range filters will now use the configured first day of the week in Labor Definitions.
•#58214 – POS Codes will now be sorted as numeric when possible.
•#58452 – Service Charges paid and withheld are now shown when not printing the Time Worked Report by job summary.
•#58840 – Overtime hours exported to Payroll will no longer be duplicated.
•#59242 – Corrected issue preventing new employee jobs from populating correctly in Payroll exports.
Enhancements
•#37806 – Default Manager Menu has been updated.
The following items have been removed:
“Time” > “Historical Time Entry”
“Reports” > “Edited Time Entries”
“Reports” > “Labor Polling Exceptions Report”
“Contact” > “Call List”
The following items have been added:
“Scheduling” > “Restaurant Stations”
“Scheduling” > “Events”
“Scheduling” > “House Shifts”
“Time” > “Labor Polling Exceptions Report”
“Time” > “Punch Validation Report
“Reports” > “Labor Summary Report”
“Reports” > “Call List”
“Tools” > “Process Polled Data”
•#46260 – Payroll Tickler Report updated and added to Workforce.
•#53310 – “Allow editing existing pay rates” security option added.
•#54542 – Weekly Schedule Report can now be run for all entities without switching entities.
•#55522 – Added forecasted and previous year sales to the Manager’s Daily Shift Report.
•#55523 – Manager’s Daily Shift report is now displayed in two columns.
•#55646 – An employee’s workday can now be determined by the start of the employee shift per Nevada Daily Overtime rules.
•#55948 – Added messaging configuration to Jobs. This allows employees working to a job to be able to broadcast messages to other departments, jobs, etc. The only restriction being the entity the employee is assigned.
•#56266 – Employee Profile Changes report has been added.
•#56538 – Employee Messaging report has been added.
•#57236 – Added “Report Messaging Abuse to: (email)” setting has been added to the labor definitions. Once configured this email address will be used then an employee reports messaging through myWorkforce.
•#57238 – The notifications utility will not show records of employee messages reported as abuse.
•#57239 – Added a Labor Definitions setting to enable/disable myWorkforce employee to employee messaging.
•#57931 – All employee notifications for House Shifts now indicate that the employee must log into myWorkforce.me to respond.
•#57250, #57255, #57257, #57258 – The following reports are now filtered by the users security level:
•Time Worked Report
•Labor Summary Report
•Schedule Variance (Detail/Detail Actuals)
•Approaching Overtime Report
•#58177 – Modified Send Employee Message utility to require a subject for each message being sent.
MyWorkforce Bug Fixes
•#55877 – Time Off Requests will now have the 'Approve and Advertise' option only if the requesting employee is scheduled during the requested time off. If the request is Approved and Advertised, any of the employee’s scheduled shifts will be moved to House Shifts.
•#56710 – Moved “Download Schedule” button so users can once again navigate to other schedules when accessing the website on mobile devices.
MyWorkforce Enhancements
•#50406 – Managers can now see the Manager’s Shift Report in myWorkforce.
•#55136 – Added ability for employees to send messages to each other. The feature must be turned on from inside Workforce.
•#55526 – Changed it so that if an employee logs in or otherwise attempts to access the Schedule page, and new messages have arrived for that employee, they will immediately be taken instead to the Messages page.
•#55949 – Added a Subject field to the Send Messages page and changed the filters to be multi-selects.
•#55952 – Combined the Read Messages and Send Messages into a single menu choice called Messages. Cleaned up for formatting for the Read Messages page and added Compose, Delete, Mark as Read, and Mark as Unread buttons at the top. When you click on a message it now takes you to a new screen for that specific message. Added the ability to reply to messages and show messages in threads.
•#55954 – Changed the messaging feature to send an email whenever an employee receives a new message in the system.
•#56710 – Changed the list of Weekly Schedule links on the Schedule page to a drop down list.
•#57237 – Added a “Report Abuse” option to the messaging feature.
New Screens
Released August 2014
Bug Fixes
•#56987 – Consecutive day overtime rule is now properly populating double time correctly when the rule coincides with a daily overtime rule.
•#56989 – DTE export into Payroll will now separate overtime and double time rates.
•#58010 – Adding a new job to an employee without an effective date will no longer prevent the export of time entries dated prior to the addition of the job.
Released August 2014
Bug Fixes
•#51166 – All Paychex exported rates now calculate using actual hours and dollars earned. Amount earned is now directly reported from wage amount totals.
•#53796 – Restricted schedules so that only one user at a time can access the schedule for modifications.
•#54282 – Daily shifts are now correctly ordered by start time when viewing the schedule.
•#54637 – The local computer time zone will no longer affect the dates you have selected when running the Manager Daily Shift Report.
•#55215 – Employees can now be imported correctly from supported POS systems.
•#55135 - Fixed the email link on the Roster page in MyWorkforce for smart phone users.
Enhancements
•#38532, 54831 – A report has been added to view an employee’s historical schedule change requests.
•#51219 – Employee tips, service charges, and sales can be imported from a spreadsheet. This functionality can be accessed on the Daily Employee Totals screen.
•#56296, 52267, 56775, 56961 – An FTP Configuration screen has been added to support standard pay detail exports. A FTP Configuration can be setup and assigned to a standard export configuration. The FTP option on export will only be shown when a valid configuration is defined in Labor Definitions.
•#53300, 53307 – A new staff type of Compeat PR New Hire is now available. This staff type does not validate additional payroll tabs. This staff type enables users without access to the payroll employee tabs to enter new employees intended for Compeat Payroll. The new staff type will be included in pay detail exports.
•#54280 – Different types of unavailability have been made easier to differentiate.
•#54798, 55380 – Employee Pay Rate History - When entering a new rate of pay, an effective date in the past may be used, so long as time entries have not been closed for that period. The system will update existing time entries which would be affected by the rate change.
•#56582 – FTP errors now provide more detailed information during the export process.
•#56801, 56802 – Added the option “Allow myWorkforce users to download full schedule.” has been added to Labor Definitions. This will show/hide the option in myWorkforce.
•#49731 – Added Forgot Password function to login screen for all users of myWorkforce.
•#53697 – Paystubs and W2 information is now available for iOS and Android devices.
New Screens
Release Version 6.01.1
Released June 2014
Bug Fixes
•#53520 – Overlapping time punches can now be corrected.
•#53997 – Managers are once again able to approve Swaps, Drops, and Time Off requests in myWorkforce.
•#54295 – Customer Database control is now visible by default.
Enhancements
•#52645 – Meal and break waivers may be modified at the shift level on Time Entry.
•#53697 – Pay Stubs and W2s are now available in myWorkforce on mobile devices.
Release Version 6.0.14.01
Released May 2014
Bug Fixes
•#52103 – A POS code can now be assigned to more than one employee if only one of the employees is active in the entity.
•#51956 – Several performance fixes related to the recalculation of employee wage data.
•#50867 – It is no longer possible to schedule an employee in two overlapping shifts in separate schedules.
•#49166 – Fixed an issue with the sorting options for the Time Worked report.
Enhancements
•#51081, #51080, #51079, #51078, #51076, #51074 – Added several features to support the importing of employees from 3rd party systems through a public API or the Compeat Polling client.
•#52724 – Added the Employee Terminations report.
•#51686, #51684 – Added the ability to poll POS summary data. The new data type can be used for sales forecasting. An editor is available that allows for manual changes to be made to polled POS summaries.
•#51673 – The Day Parts feature has been renamed Day Part Sets. The sets may not include any active overlapping day part definitions. Day part sets are assigned to an entity within Labor Definitions.
•#51676 – Added a feature to define forecast mappings. Forecast mappings are replacing the existing forecasting sales account filter that would have been defined in Labor Definitions. A forecast mapping can include any number of account filters or any number of POS summary data mappings. Forecast mappings are assigned to day part definitions.
•#51678 – Events must now be assigned to a day part. They will now only adjust forecasted sales for the assigned day part’s values.
•#51679 – Weekly forecasting has been redesigned. One forecast is now created per day part. Event warning notifications will now only be displayed for the affected day part.
•#51677 – A day part filter has been added to the schedule’s weekly view. Selecting a day part filter will restrict the displayed shifts to those that have at least some overlap with the selected day part. All calculated summary bands will report only the overlapping portions of scheduled hours, costs and forecasted sales.
•#51681, #51683, #51682, #51680 – Added day part filtering to the Schedule Variance report, Labor Summary report and associated drill-through reports.
•#51444, #51445, #51446, #51447 – Added terminated employee versions of the employee pay detail export utilities.
•#51092 – Added a feature to define termination reasons.
•#51387 – Marking an employee as terminated now requires the selection of a termination reason if any active termination reasons are defined.
•#51205 – Added a feature to ignore job POS codes during polling processing. Polled data with codes matching the defined items will not be processed or marked as an exception.
•#49733 – The Paid Hours label has been changed to Hours. Salaried employees’ hours are now displayed in the weekly schedule view, but are still excluded from schedule calculation bands.
•#38371 – Added several configuration options to enable managers that have been scheduled to work to automatically be checked in and checked out of myWorkforce.
•#31219 – myWorkforce users may now print their own Compeat Payroll pay stubs.
•#49731 – Added a Forgot Password function to myWorkforce.
New Screens
•Day Part Sets (formerly Day Parts)
Release Version 6.0.13.01
Released March 2014
Bug Fixes
•49380 – Fixed an issue in myWorkforce where managers were unable to check in/out if certain job assignments were not made.
•49261 – Hyperlinks will now function when an employee is viewing a message from within myWorkforce.
•49258 – Fixed an error that could be reported when sending messages to employees without job assignments.
•47650 – myWorkforce will now correctly display available house shifts for small screen sizes.
•47646 – Fixed a myWorkforce schedule layout issue encountered when house shifts were available.
•46216 – Sales forecasts will now be re-forecasted if a number of weeks are specified in the schedule creation dialog and no other schedule exists for that entity for the week. The forecasts would previously have to be manually overwritten with the Edit Forecasts dialog.
•46408 – The Time Entry features will now correctly sort on the total time column.
•50524 – The standard employee pay detail export was not correctly filtering on the daily pay frequency selection.
Enhancements
•48197 – Employees logging into myWorkforce will now be visually alerted if they have time entries that have been edited.
•48193 – The myWorkforce time entry area has been redesigned. Employees can now view the manager adjustment history of their punches.
•45423 – Added job and job overtime grand totals to the Labor Summary report.
•48194 – Added an option to Labor Definitions to enable notifications to be delivered to employees when one or more of their time entries has been modified by a manager.
•50442 – The pay frequency setting is now required for all employee types.
•50425 – Wage Rule Sets now include an option to disable automatic subminimum wage adjustments and service charge overtime rate adjustments.
•50446 – The Recalculate Wage Details dialog now includes an option to control the behaviors of subminimum and service charge wage adjustments.
•50717 – Added a Minimum Wage Analysis report. This report is intended to assist managers in finding subminimum wage shortfalls. The report can be used independently of the new subminimum wage adjustment option.
•50525 – Exports will now recalculate wages for employees prior to exporting wage data. The exports will always enable subminimum and service charge wage adjustments.
•50457 – Added an Export to Compeat Payroll feature to replace the import feature previously found in Compeat Payroll.
New Screens
•Export Pay Details to Compeat Payroll
Release Version 6.0.12.01
Released February 2014
Bug Fixes
•48747, 46155 – The Labor Summary and Schedule Variance reports were incorrectly inverting debit balance accounts when calculating sales.
•48700 – Edits could not be made to any time entry if another time entry record was currently loaded in the grid view that had a missing ending punch time.
•48294 – Fixed a sorting issue with the Weekly Schedule report.
•47995 – Time entries without ending punch times were incorrectly defaulting the ending time during wage calculations if the entity was configured for a time zone offset or the time entry was in the future.
•47926 – The Export Pay Details feature was throwing a browser security error if the Silverlight plug-in was not configured to allow full trust applications within the browser or the application was not installed to the desktop.
•47345 – Open drop transactions that were created for house shifts are now canceled when an employee is assigned to the house shift using the Scheduling feature.
•47123, 37440 – Localized some additional myWorkforce resources.
•47344 – Several myWorkforce UI improvements to the How Do I training video player..
•48354 - Rest periods edits now require an adjustment reason.
Enhancements
•48355, 48191 – The Enterprise Options feature now includes an option to retain time edit history.
•48192 – The Edited Time Entry report has been redesigned. Deleted time entries are now available on the report. The report now allows the user to drill-through to the complete edit history of the punch.
•45561 – Added a Punch Validation report.
•48535 – Added a job filter to the Time Off screen. Applying a job filter will return only requests for employees that are able to work the specified job.
•47857, 32215 – Added an Approve and Advertise option to the Time Off approval features. The option is available if the employee is scheduled and will result in the shift being marked as a house shift and flagged for advertisement.
•47813 – The Manager’s Daily Shifts report now has an option to include contact information.
•47800 – A warning visual indicator has been added in the Time Entry feature for rows where an ending punch time is missing.
•45718 – Removed the maximum overtime wage rate option from Wage Rule Sets.
•43942 – Added new notification options for managers that control if they are alerted for time off requests, shift swap requests and drop/pickup requests.
•31155 – myWorkforce users may now download a PDF of the entire consolidated schedule.
•37492 – myWorkforce users may now access their current year’s W2 if Payroll is licensed and the entity is configured to use Greenshades.
New Screens
Release Version 6.0.11.1
Released January 2014
Bug Fixes
•38797 – Consecutive Day overtime rule now allows for 0 in the ‘Threshold Hours’ field.
•42814 – Attempting to open a schedule when one is already open will no longer error out.
•42863 – Now able to select single inactive employees on the Time Worked report.
•43578 – All batch types are now included when viewing prior year’s sales in Labor Summary and Schedule Variance reports.
•44032 – Daily Employee Totals screen no longer inserts a new row when the enter button is used to advance to the next row in the spreadsheet.
•44321 – Fixed issues with Time Punches screen in MyWorkforce. Asterisks indicating a required field are placed correctly.
•44327 – Updated employee field to filter secondarily to other selected fields in Send Messages screen in MyWorkforce.
•44644 – Unlicensed entities excluded from the available list of entities to switch to in myWorkforce.
•45805 – Fixed an issue related to labor punches timing out.
•46671 – Now able to view time punch data on mobile devices in MyWorkforce.
Enhancements
•30306 – Can now opt to automatically generate meal and rest breaks without a penalty being applied.
•35701 – Updated the default Workforce Manager menu to include new screens.
•35869 – Total line on Schedule Variance Detail Actuals report changed to ‘Total Variance’.
•35910 – Total line on Schedule Variance Detail report changed to ‘Variance’.
•35912 – Dollar signs added to the total lines on the Schedule Variance Detail Actuals -report.
•37157 – Employees can now request off by day part.
•37482 – Copy feature added to create new menus.
•39511 – Updated all time off notifications to delete the word ‘vacation’ as not all time off is vacation.
•40281 – Added validation message to alert of time entries with no punch out data when attempting to create an export file for payroll.
•41739 – Edited all references of ‘Unassigned Shift’s to ‘House Shift’s.
•41764 – Added a House Shifts screen for advertising house shifts.
•41765 – Added the ability to automatically advertise house shifts and to restrict overlapping swaps or drops from being available if a house shift is available for the same time. The overlap percentage can be customized.
•41768 – Notifications regarding house shifts have been added.
•41769 – Available house shifts have been added to the schedule page of MyWorkforce.
•41770 – House shifts are now available to employees in the Pick Up Shifts grid in myWorkforce.
•41771 – Employees may elect to turn off/on notifications regarding house shifts on their profile page in myWorkforce.
•41766 – Added the ability to restrict swaps if overlapping house shifts exist.
•43816 – Added the Spread of Hours rule. Applicable in the state of New York.
•43971 – Service charges added to the standard payroll export.
•43972 – Service charges added to the ADP export.
•43973 – Service charges added to the Paychex export.
•43990 – Updated weighted average overtime calculations to include service charges.
•43994 – Updated non-weighted average overtime calculations to include service charges.
•44000 – House shift notifications are sent to employees who are available, assigned to the job and have elected to receive house shift notifications.
•44001 – Added the ability to automatically advertise all house shifts.
•44002 – Added the ability to restrict drops if overlapping house shifts exist.
•44320 – Custom 404 error page added.
•44323 – Updated the MyWorkforce.me website home page layout.
•44431 – Added service charge fields to the Time Worked report.
•44504 – Training videos added to MyWorkforce.
•44456 – Added validation to Default Labor Definitions and Labor Definitions to ensure weighted average overtime is used when service charges are applicable.
•44998 – Added the ability to include a direct deposit tab to the Employees screen for Compeat Payroll employees.
•45009 - Added the ability to include a vacation and sick pay tab to the Employees screen for Compeat Payroll employees.
•45067 – Added Federal Taxes tab to the Employee screen for those with a staff type of Compeat Payroll.
•45228 – Updated format of phone numbers on the roster in MyWorkforce.
•46226 – State Taxes tab added to Employee screen for employees with ‘Compeat Payroll as their staff type.
•46227 - Added the ability to include an ‘other taxes’ tab to the Employees screen for Compeat Payroll employees.
•46228 - Added the ability to include a payroll items tab to the Employees screen for Compeat Payroll employees.
•46229 – Added a security setting to groups to allow the ability to view payroll items tabs in the Employees screen.
•46566 – SMS notifications will show current status in Notifications screen. Previously, all showed as ‘Queued’.
New Screens
•House Shifts
•Spread of Hours Rules
Released September 2013
Bug Fixes
•35741 – Disallow saving when an employee has a rehire date and has a status of inactive. Entering a rehire date will change the employee to an active status.
•37781 – Manual time entry now requires an in and out time.
•39644 – Adjusted pay detail exports to address the rare doubling of totals contributions.
•40589 – OT rules no longer applied to salaried jobs/employees.
•41448 – Fixed ‘Max Penalty Time Per Day’ to apply to each employee.
•41511 – Affected, pending shift changes are automatically rejected/denied if other shift change approvals take place.
•41655 – Messages from managers can now be deleted in MyWorkforce.
•41994 – When an employee is scheduled and either the job for which they are scheduled is no longer assigned to them or they are made inactive, the user is prompted to agree to move any current shifts and any shifts on templates to unassigned. Note that the employee will remain on any current schedules through their termination data, but will be removed from templates. Also note that if a job is removed from a schedule group, any scheduled shifts remain on all current schedules and templates with a warning.
•42069 – Tips and sales no longer doubling on exports.
•42190 – Compeat Payroll import from Workforce now calculates the correct OT rate.
•42627 – Payroll Exports now include both Third Party Payroll and Compeat Payroll employees. Inactive employees are not included.
•42946 – Fixed bug prohibiting managers from approving indirect swaps in Workforce.
•43058 – Time Punches are now viewable in MyWorkforce.
Enhancements
•29935 – Approaching Overtime Report will now include all entities in the same wage group.
•38052 – Add tips from Daily Employee Totals screen to employee’s Time Punches screen in MyWorkforce. Previously only tips from the Time Entry screen were being included.
•39516 – Added the ability to mark users as Inactive. Added filter to Active/Inactive field for Workforce users.
•39732 – Weighted Average to calculate overtime option added to each wage group.
•40446 – Labor Polling Exception Report filters inactive employees based on their termination date.
•40664 – Added security feature to groups to allow/disallow users to add new employees.
•40862 – Added option to exclude inactive employees from the Time Worked report.
•41411 – Removed SMS notifications to employees indicating that a message has been sent to them in MyWorkforce.
New Screens
•38725 – Wage Group established to associate entities to a paymaster.
Released August 2013
Bug Fixes
•33649 - Employee comments on time off requests can now handle special characters.
•35035 - Email messages sent via send messages now displays spacing properly.
•35363 - Corrected rounding issue when determining how meal breaks should auto generate.
•39573 - Meal breaks are now deducted from scheduled hours on the Schedule Variance Detail Actuals Report.
•39643 - Updated Time Worked Report - total contributions will be applied to the first shift of the day by job.
•40091 - Now importing gross sales (credit + cash) into the DTE sales field in Compeat Payroll.
Enhancements
•37333 - Split shift penalties are now taken into account when calculating scheduled dollars.
•39510 - Time off requests from inactive employees should automatically purge.
•39849 - Break penalties are now included in scheduled cost calculations.
•39956 - Automatically check users out of entities they no longer have access to.
•40394 - Added totals for cash tips, cash sales and credit sales to the Daily Employee Totals screen.
•40473 - Updated the formatting of the Time Worked Report.
New Screens
none
Released July 2013
Bug Fixes
•35689 – Any scheduled shifts will move to ‘Unassigned’ when an employee is set to inactive.
•36103 – Paid hours from other schedules no longer deduct scheduled rest breaks from total hours.
•37779 – The name format of the list when adding a new record in the Time Entry screen now follows what is set in the ‘Full Name Format’ set in Labor Definitions.
•37943 - Increased the size of the meal and break rule detail dialog.
•38462 – Added a ‘base pay rate’ field to Time Entry which should be used if the rate should be anything other than what is set in the employee’s job record.
•38743 – Creating new schedules will no longer override old forecasts if they have non-zero values defined for any day of the defined workweek.
•38982 - Polled punch data will now mark punches as exceptions if the employee has not been assigned to the department for the specific entity. Previously, the employee only had to be assigned to the department for at least one entity to be processed.
•39125 – Leaving the entity filter blank when sending messages will only send messages to entities the users are associated to.
•39264 – Enhancement to polling on host4. Exported records were being reopened in some cases.
•39375 – Modified the Schedule Variance Detail report. The ‘hours’ column has been reduced to include only a single decimal point. ‘Wages’ is now rounded to the nearest dollar. This will save space on the report and prevent large numbers from wrapping.
•39424 – A stored procedure has been updated allowing the Time Worked report to run.
•39581 – A termination date is now required when setting an employee to ‘inactive’.
•39750 – Time off requests are restricted to managers in the same entity.
•39881 - Fixed an issue where approving a shift change would update the last modified timestamp for all schedules in the entity, rather than the schedules affected by the change.
Enhancements
•36114 – Schedule Templates – Users now have the ability to save a schedule as a template and reuse it for future weeks.
•36345 – URL links have been added to some text notifications.
•38196 - MyWorkforce URLS have been added back to some SMS messages where message length allowed.
•38462 - Added a field to the Time Worked Report to allow the base rate used during wage calculations to be overridden. Added a group security option to restrict the edit rights of the new field. Records with no rate override will now calculate wages with the rate configured for the employee on the labor date of the punch.
•38531 – Added the ability to, ‘Show all shifts belonging to employees assigned to job’ to the Weekly Schedule Report.
•38534 – Added the option to include unposted schedules in the Schedule Variance report.
•38583 – Option to add ‘mobile number’ to the Weekly Schedule report.
•38721 – Combined the Time Worked Details report into the Time Worked report.
•39180 – Updates to text message lengths.
•39194 – Option to include unposted schedules on the Labor Variance report.
•39384 – Updated title of the Labor Variance report to Labor Summary.
New Screens
none
Released May 2013
Bug Fixes
•#38621 – Enabling the option to write statistical labor entries will no longer generate an error when posting schedules if the assigned budget account numbers are less than eight characters in length.
•#38853 – Deleting a shift in the schedule editor was not correctly prompting the user with affected shift exchanges upon save.
•#38628 – Fixed several issues in minor rule enforcement that could result in schedules that violated the configured rules.
•#38545 – Fixed a rounding issue in the labor percent figures reported on the Labor Variance report.
•#38537 – Overtime calculations will now correctly process rules if there are gaps in the configured rule priorities. It would previously stop at the first undefined priority level.
•#38306 – Fixed a bug that prevented the creation of new labor definition records.
•#37942 – GL balances will now be correctly maintained while writing actual and scheduled labor totals.
•#38544 – The MyWorkforce swap approval page now restricts the approval of swaps that would result in a schedule restriction.
•#38497 – An employee can now request time off if another canceled overlapping request exists.
•#38017 – IE 10 users can now log in to MyWorkforce.
•#37763 – Improved the phone number entry behavior of the MyWorkforce employee profile page. It is now more flexible when dealing with non-numeric characters.
•#37761 – The list of available dropped shifts now filters based on the logged in employee’s assigned jobs.
•#37634 – Fixed an issue in MyWorkforce that could prevent managers from changing entities.
•#37313 – The incorrect employee name could be shown in schedule rule violations related to shift swaps.
•#37312 – Fixed an issue with the MyWorkforce ‘Keep’ button for Android Gingerbread users.
•#30983 – The manager comments section is now longer available on time off requests.
•#38627 - Employees subject to a minor rule will not be able to pick up a shift that violates the rule.
Enhancements
•Various tickets - Clock out times can now be removed from employee facing applications and reports.
•Various tickets - Sorting has been added to columns of various reports.
•#38546 – The Labor Variance Detail report no longer shows a currency indicator next to the job description.
•#37918 – The Labor Definitions feature now includes an option to mask schedule out times from all employee-facing features.
•Added interactive sorting to the following reports: Schedule Variance, Approaching Overtime, Time Worked, Schedule Variance Detail Actuals, and Schedule Variance Detail.
•#37713 – The Employee Time Off approval screen now includes the time at which the request was submitted.
•#35692 – Added a utility to bulk assign/reset MyWorkforce credentials.
•#31063 – Employees may now initiate requests for shifts that would conflict with their own unavailability or approved time off requests.
•#38390 – All pending, approved and denied time off requests are now shown in MyWorkforce for all future dates.
•#36166 – Added a time off request cut-off to labor definitions. This option restricts time off requests from being submitted past a configured number of days into the future.
New Screens
none
Released April 2013
Bug Fixes
•#37058 – The Add New Logbook Entry dialog was not correctly restricting the entry date based on the configured prior day entry mode.
•#37053 – Fixed an issue where the Copy Schedule Day utility within the Daily Schedule view would not copy the specified day.
•#36671 – Fixed an issue where the wrong shift in the Weekly Schedule view could be edited if the user first attempted to edit a shift with an outstanding swap request pending manager approval before editing a second shift.
•#36569 – The Close Time Entry screen was ignoring the as of date when closing time entries, resulting in all entries up to the current date being closed.
•#36565 – The Entity Filter feature was incorrectly slowing the detail assignments for all filters.
•#36564 – The Notifications screen was missing labels for the status filters.
•#36523 – Fixed an issue in the Add Scheduled Shift dialog where the list of available jobs shown might be from the wrong schedule group if a second scheduling screen was opened for a different schedule group.
•#36478 – Fixed an issue where the Scheduling features could crash when switching between weekly and daily views.
•#36390 – The Time Worked Detail report would not show overtime totals when run for a specific job.
•#35791 – The Time Worked Detail report would generate an error when run without an entity or employee. These are now required before running the report. The entity will now default to the currently logged in entity.
•#35663 – The Logbook Configuration screen was not showing the current configuration’s description on the category configuration tab.
•#35641 – Fixed an issue where schedule posting SMS messages would not line break by day.
•#35597 – Resolved several issues where some schedule rules would not refresh their errors and warnings during schedule edits.
•#35565 – Fixed an issue where the scheduling screen could crash when opening a schedule that included shifts previously assigned to employees that are no longer available due to employee configuration changes.
•#35278 – Fixed an issue where the Employee screen would always prompt to save changes regardless of the user making any edits.
•#35231 – Salaried employees are no longer included in the generic payroll export.
•Fixed several memory leaks related to usage of the scheduling screens that would result in performance degradation when editing large schedules.
Enhancements
•The MyWorkforce employee and manager portal has been redesigned.
•Added interactive sorting to the Schedule Export Exceptions, Manager’s Daily Shifts, Edited Time Entries, Birthdays, Call List, Chart of Accounts, and Labor Polling Exceptions reports.
•#36273 – The Workforce Time Off feature will now sort by request beginning date, then by the order the request was submitted. It previously sorted by the request beginning time.
•#35454 – Added an option to Wage Rule Sets to suppress overtime rule enforcement for salaried employees during schedule rule validation.
• #37163 – Added a new Employee Class feature. Employee classes can be assigned to employees through the Employee screen.
•#37168 – Added a new Weekly Hour Rule feature. Weekly hour rules can be used to set up scheduling restrictions based on the total hours for a workweek by employee class.
•#37272 – The Approaching Overtime report now has an option to report on upcoming weekly hour rule violations.
•#36980 – Event labels in the Weekly Schedule view, Weekly Schedule report and the Manager’s Daily Shifts report will now more clearly indicate that they include both special days and events.
•#36943 – A report will now restore its prior position when the user drills through to a new report and then returns by using the back button.
•#36849 – Added new theme-specific product logos to the login screen.
•#36694 – The Manager’s Daily Shift report now includes more of the report criteria in the page header and has had some of the filters re-labeled.
•#36693 – The Labor Variance report is now landscape. The report now shows more percent/dollar indicators.
•#36562 – Schedule Station Assignments have been renamed to Restaurant Station Assignments. Scheduling by station has been significantly re-designed and users will be required to re-setup Restaurant Station Assignments. All prior station assignments in existing schedules will require re-assignment.
•#36517 – Logbook date filters have been re-labeled.
•#36516 – The Logbook screens now have an option to toggle the visibility of the read by and comment sections.
•#36515 – The Logbook screens now have the option to toggle displayed entries by logbook category.
•#36479 – Logbook categories names for levels 2 and 3 are now configured at the logbook category level. This allows for a unique category label based on the prior category level selection.
•#36238 – Labor forecasting will now include totals from journal entries. The credit/debit configuration of the account will now affect the sign of the contribution.
•#36115 – The Time Off screen will now scroll horizontally before the manager and employee comments are completely collapsed.
•#36044 – Reports will now by default use the Print as PDF behavior.
•#35882 – Removed the option update wage rates from polled data.
•#35801 – Context sensitive help is now available within the application. CTRL-1 will launch help for the specific feature that has user focus.
•#35581 – SMS notifications will now be delivered through Twilio, an SMS gateway provider, rather than through the cell providers’ SMTP gateways. It is no longer necessary to know the employee’s cell provider and the option to configure the provider has been removed. Added a new SMS Providers Configuration feature to specify the account to be used for message transmission.
•#35581 – Added a new SMTP Configuration feature. The outbound notification SMTP configuration previously assigned in Enterprise Options has been removed. The SMTP configuration to be used for outbound email notifications is now assigned in Labor Definitions.
•#35439 – Improved Micros 3700 schedule exports.
•Added an option to keep the find screen open in a separate tab when selecting a record.
•Added an option to run reports in a new tab.
•Added an option to dock a find screen. This will position the find screen in a new docking panel and allows for rapidly selecting new records for edit.
•#35197 – The future week selector when creating a new schedule is now based on the current business date of the entity, rather than the current date.
•#35192 – The login screens are now themed.
•#35114 – Added an Events feature. Events are single occasions for a specific event type and date. Events will be indicated in the Weekly Schedule view, the Weekly Schedule report and the Manager’s Daily Shift report. The forecasting value, if any, will be added to the forecasted sales for the specified day when forecasting for the week. When forecasting for future weeks, the value of any historical event will first be subtracted from that day’s contribution to the multi-week average.
New Screens
•Logbook
•Logbook Configurations
•Time Worked Details
•Employee Classes
•Restaurant Stations
•Restaurant Station Sets
•SMS Configurations
•SMTP Configurations
•Split Shift Rules
Workforce Version 6.0.5.0
Released Jan 2013
Bug Fixes
•#30739 – Time removed from Request to Pickup Shifts grid in MyWorkforce. The correct time is displayed in the following field.
•#31154 – Passwords between Advantage and Workforce have been updated to work in either application.
•#31380 – Employee search now works in the Workforce Time Off Requests screen.
•#31625 – When requesting swaps, incorrect Potential Issues were raised when the shifts being swapped overlapped. This will no longer cause a Potential Issue.
•#31735 – The Send Messages screen is no longer cut off in Workforce.
•#33434 – Enhancements to memory usage on Workforce schedules to prevent leaks.
•#33645 – Special characters render properly (not html) in messages sent to employees when sent from MyWorkforce.
•#33914 – When an employee’s entities are updated, there was a risk that they would not be presented with the correct entities when logging in to MyWorkforce. This has been updated. Updates to an employee’s available entities will all be available and restricted to the entities set in their profile.
•#34035 – Offer to cover end date is populated and displayed when the time spans more than one day.
•#34354 – Now able to delete records from the Notifications screen.
•#34424 – Logbook categories with empty descriptions default to stock names.
•#34582 – Scheduled wages calculation on the Schedule Variance Details report now uses the same calculation as the Schedule Variance report.
•#34720 – Schedule Variance Detail Actuals report now shows correct labor date.
Enhancements
•#29938 – Forecasting can now be viewed by different metrics. Clients can choose to select a base metric of sales, entrée count or guest count. Note that only one can be polled in and used as the base metric.
•#30716 – Warning received when adding unavailability and the employee is scheduled for overlapping time in the future.
•#30951 – Station has been added to the schedules in MyWorkforce.
•#31116 – User defined fields have been added to the Employee screen.
•#31958 – Added an option to be alerted of scheduled employee breaks.
•#32126 – Options added to the Manager’s Daily Shifts Report. Now able to select a Schedule Group or a specific Job. Also added breakdown of ‘today’s hours’, ‘week to date hours worked’, and ‘number of scheduled hours remaining for the week’.
•#32693 – Added the summary band of ‘Scheduled Costs per Job’ for schedules.
•#33396 – When setting up Employees, the available jobs are restricted by the entity selected.
•#33413 – Feature added to allow for time entry deletion for a date range.
•#34722 – Currency symbol added to Schedule Variance Detail report.
New Screens
•#31111 – Logbook added.
•#33053 - Split shifts rule added.
Workforce Version 6.0.4.0
Release Date: 11/16/12
Bug Fixes
•#29936 – The drag and scroll behavior on the Schedule screens has been enhanced. Users can now drag a shift to the top or bottom of the screen and the screen will scroll allowing Users to move shifts more easily.
•#29946 – An employee with a termination date and without a rehire date will automatically be set to a status of ‘inactive’.
•#30267 – Adjusted timing of auto generated meal and rest breaks. Previously, the shift time would have to exceed the designated amount of time needed in order to auto generate the meal and rest breaks. Now, they generate if the length of the shift is greater than or equal to the amount of time required.
•#30308 – Corrected an error where auto generating meal breaks were not showing up in the schedule initially, but were calculated into the Paid Hours. Now, the meal breaks auto-generate and show immediately.
•#30316 – If a shift swap request will push an Employee into overtime, it will be noted in the Potential Issues section on the Schedule Change Requests screens.
•#30572 – When managers approve shift swaps, the screen automatically refreshes. Previously, the screen remained in a state of processing and the User would have to manually refresh the screen.
•#30769 – Managers are now able to approve multiple Schedule Change Requests in Workforce.
•#31121 – Updated labeling and colors on the Staff Totals Chart.
•#31212 – If a User attempts to log in to an entity but is prevented from doing so due to existing user activity (the user id is already logged in), they will be prompted with a store selector which will allow them to log in to a different entity.
•#31385 – The Department drop-down in Send Employee Messages now works.
•#31410 – Store Groups are now handled properly in Send Employee Messages.
•#31723 – The ADP export skips entities that are not configured to export data. Previously, there was an issue with the file generation being interrupted when running in ‘trusted’ mode.
•#31849 – Dollar signs ($) have been removed from the Time Worked report.
•#31931 – Time off requests that span over the end of the year now process properly.
•#32093 – Duplicate (overlapping) time entries are now disallowed for any Employee.
•#32216 – Setting in Labor Definitions to Allow Time Off for Posted Schedules has been added. The default is to disallow time off requests to posted schedules.
•#32469 – Employee comments in the Time Off approval screen cannot be edited by managers.
Enhancements
•#29949 – Schedules can now be pushed back to Micros 3700s.
•#30579 – An Audit Log entry is made when managers check in/out of MyWorkforce.
•#30679 – Reasons for Unavailability have been added to the hover on all Schedules. The tool tip will include details regarding if the time is scheduled unavailability, time off or if the Employee is scheduled elsewhere. Also included are the dates and times of each duration.
•#30821 – The option to export salaried employees has been removed.
•#30831 – There is now the ability to determine how Employee lists are to be ordered. Example: first name, last name vs. last name, first name. This setting is available in Labor Definitions and can be set per entity.
•#30937 – Fields on the Daily Employee Totals screen are now all right justified.
•#31378 – The number of months displayed when ‘All’ is selected in the managers’ Time Off screen in MyWorkforce can be set in Enterprise Options. 3 months is the default and 6 months is the maximum available.
•#31384 – Employees can be scheduled in two different entities on the same day.
•#31387 – Employees who have elected to receive notifications are alerted when a message has been sent to them via Send Employee Messages. The entire message will be included in any emails.
•#31404 – Schedules can now be pushed back to Micros 9700s.
•#31411 – Added an option to Labor Definitions to ‘Restrict Manager Notifications to Schedule Groups’. If checked, managers will only receive time off and shift change requests for Employees who are in their Schedule Groups.
•#31451 – We now have the ability to configure and provide a file for export to Paychex.
•#31545 – Added an option to restrict the addition of the ‘base rate’ on the Approaching Overtime Report. Also added a drill through option on the Approaching Overtime Report to the Schedule Variance Detail Actuals report which will show all shifts worked for the week.
•#31590 – Added the ability to edit auto-generated breaks when creating a schedule.
•#31616 – Set a default for naming order to ‘Last, First Middle’ for all Employee lists. Note that this can be changed in Labor Definitions.
•#32411 – The Workforce application will check every five minutes to see if the version is out of date and will force a log out after the first warning.
•#32414 – Users will be prevented from logging in if they do not update their client.
•#32468 – ‘User Comments’ have been changed to ‘Manager Comments’ in the Time Off screens.
•#32470 – Email notifications related to the change of status of a time off request will include the manager’s comments.
•#32471 – Email notifications related to Schedule Change Requests will include the manager’s comments.
•#32525 – Managers can now include comments in Time Off request. These comments will be included in emails when approved and will remain in the My Time Off Requests grid when denied.
New Screens
•#32084 - Schedule Exception Report – This report shows items that were not mapped successfully when writing to the POS.
Workforce Version 1.0.09.0
Release Date: 10/24/12
Bug Fixes
•#29930 – When changing themes, the pop-up window will resize in relation to the main window. The pop-up will always fit inside of and not overfill the parent container.
•#29934 – In the ‘Employee’ screen, when entering an email address and then tabbing to the next field, the color of the text in the email field now changes from white to black making it viewable against the white background.
•#30194 – Time Entry cannot be entered twice for the same employee for the same time. An error message will display.
•#30303 – In MyWorkforce, the information button next to ‘Check me in/out’ for managers was incomplete. Now conveys entire message.
•#30323 – Meal breaks are now deducted from reported totals on both the Time Entry screen and the Edited Time Entries report.
•#30446 – Single quotes now allowed when naming an entity filter.
•#30507 – Inactive employees should no longer receive notifications.
•#30595 – Now able to switch between customers and have proper entities listed.
•#30678 – Hours were showing on the daily schedule view when shifts were scheduled up to or across midnight of the previous day. This was causing odd hours without shifts to appear.
•#30911 – Fixed an issue with wage calculation when a time entry crossed over the labor date boundary and had a meal fall on the second day.
•#31027 – Fixed an issue where a cancelled shift would remain on an employee’s schedule.
•#31103 – Updated wage calculation for instances where edits are made to an entry that crossed a labor day boundary that spanned two workweeks.
Enhancements
•#29939 - Added a default Workforce Manager Menu.
•#29948 – Now able to push schedules to Aloha.
•#30041 – Added Licensing screen to the audit log.
•#30078 – Posted schedules automatically write statistical journal entries.
•#30294 – In MyWorkforce, added validation on the Time Off screen to indicate if an employee is scheduled during time they have requested off.
•#30383 – Entity Filter edits are added to the audit log.
•#30436 – Removed break from all text messages in an effort to produce one instead of two messages. Once new domain name is in place, most all texts will be under the character limit for a message.
•#30622 – Indicate on the schedule if an employee is already scheduled in a different schedule group.
•#30808 – Added configuration options for ADP exports.
•#30809 – Time Worked Report defaults to the current entity.
•#30810 – Job Code has been added to the Time Worked Report.
•#30981 – URL to the MyWorkforce website has been deleted from most text message notifications.
•#31104 – Pay Frequency is available as a filter when re-opening time entries.
•#31105 – Pay Frequency is available as a filter when closing time entries.
•#31106 – Pay Frequency is available as a filter for ADP exports.
•#31107 – Pay Frequency is available as a filter for exports to third parties.
New Screens
•#29937 - Chart of Accounts Report
•#29940 – Addition of Statement Categories
•#29943 – Labor Variance Report
•#30252 – Time Worked Detail
Workforce Version 1.0.08.0
Release Date: 09/11/12
Bug Fixes
•#30244 - Statistical Accounts now show on the Jobs screen when Advantage is licensed.
•#29316 – Updated wording on the licensing message.
Enhancements
•Various additions to the Audit Log. When edits are made to data within Workforce, they are logged for future reference.
•#30232 – Added a drill through to employee names on the Time Worked report to view all jobs worked.
•#30122 – Commas removed and decimal places reduced on Schedule Variance Detail wages.
•#30076 – Updated ‘Budgeted’ to ‘Scheduled’ on the Jobs screen.
•#30071 – Moved $ and % signs from the data to the row title on the schedule bands.
•#29979 – If more than one swap or drop is outstanding for a shift, allow the manager to only approve one. All others are automatically denied.
•#29947 – Added the customer database name to credentials sent from the employee screen.
•#29944 – Grouping added to the Audit Log.
•#29942 – Approval and denial of shift swaps or drop/covers are now logged.
•#29933 – Only employees who have affected shifts will receive notifications when one of their shifts is updated or removed.
•#29869 – All references to ‘departments’ have been updated to ‘jobs’.
•#29928 – The Time Off screen now alerts the manager if an employee has been scheduled for a time they have requested off.
•Various – Exports are now identified by the pay frequency type and closed date of the individual transactions.
New Screens
•#30123 – Addition of a Staff Totals Chart. This chart shows a day view of both scheduled and actual staff counts.