October 24th, 2024, Release Notes: HS| Main 5.125: Modify Group Template, Company Setting & Forecast Data Tab and Punch Record UI Update

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for all features: October 24th, 2024

Modify Group Template Path When Schedule Exists

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes
• Roles affected: - Scheduling Managers.

What's Changing?

Previously posted templates will now be disabled in the "Apply from Existing Template Group" list, preventing them from being selected or overwritten. 

Reason for the Change

This change addresses a significantly issue where applying new group templates would delete shifts from previously posted templates. By disabling already posted templates, we ensure that past data remains intact, preventing any accidental data overwrites. This will improve workflow efficiency and data reliability for users applying multiple templates. 

Customers Affected

Impacts users with access to the scheduler. 

Release Note Info/Steps

The "Apply from existing Template Group" list will now display previously posted templates in a disabled state, ensuring cannot select and repost them.

Salaried Labor- Company Setting & Forecast Data Tab

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - Yes
• Affects configuration or data? - Yes
• Roles affected: - Users with access to the Scheduler and who can view salaried information. 

What's Changing?

The labels on the Forecast Tab are updated to clearly distinguish between salaried and hourly labor metrics. For users without the "View Salaried" cost permission, the salaried metrics will be hidden. Additionally, non- sales labor drivers will hide specific rows for salaried and total labor metrics based on the setting HIDE_SALARIED_LABOR_KPI. 

Reason for the Change

To improve clarity in labor reporting, allowing managers to easily identify and differentiate between salaried and hourly labor metrics. By simplifying the presentation of data and hiding unnecessary metrics, the update ensures that mangers only see the information relevant to their permissions and needs. 

Customers Affected

Users with access to the scheduler and who have permissions to view salaried cost.

Release Note Info/Steps

To view this change simply navigate to the Scheduling page from the home navigation. Select Forecast Data. You will now see updated labels as follows: 

• Salaried Forecasted % - Scheduled Salaried Labor %
• Salaried Actual % - Actual Salaried Labor %
• Scheduled Labor % - Scheduled hourly Labor %
• Actual Labor % - Actual Hourly Labor % 

For users without "View Salaried" cost permissions, the Scheduled and Actual Salaried % metrics will be hidden. For non-sales labor drivers, the rows for Salaried Forecasted %, Salaried Actual %, Total Scheduled Labor %, and Total Actual Labor % will be hidden based on the setting HIDE_SALARIED-LABOR_KPI. 

Exclude Salaried Employees from PTO Costs on Punch Record UI

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes
• Roles affected: - Time and Attendance users with access to Punch Records. 

What's Changing?

Salaried employees are now filtered out from Other Pay calculations within the Punch Record UI. This prevents PTO costs for salaried employees from appearing incorrectly. Hourly employee calculations will continue to function as before, with no changes to their payroll data. 

Reason for the Change

This update was implemented to fix an identified defect where PTO costs for salaried employees were being inaccurately displayed on the Punch Record UI. 

Customers Affected

Time and Attendance users with access to Punch Record UI. 

Release Note Info/Steps

To view this change simply click on the home navigation, select Staff, select navigate to the Punch Records, select Punch Records. See that cost no longer appear in the Other Pay section for salaried cost in both the summary and employee sections.