This release focuses on Leave Request improvements, year end compliance documentation, as well as some enhancements for ease of use.
| Feature/Application |
Details |
| Enhanced Leave Requests |
We have made some significant enhancements to the Leave Request process to increase efficiency and user experience:
- Added hours to leave request start and end date fields
- Improved employee-manager interaction during submission/approval process
- Improved manager view of leave requests to make required actions more visible
- Improved conflict handling between leave requests and with absences
- Fixed issue with leave requests resulting in payroll adjustments with no Pay Rate
- Added ability to enable/disable leave request functionality for client and/or employees at client level
- Improved employee and client leave request index page layout
- Made leave requests available for reporting in QueryBuilder
- Improved default leave request hours calculation by taking affected shifts into account
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Year end Compliance
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We completed our year-end compliance documentation,including:
- 2021 480 electronic file exports (480.6SP and 480.5)
- 2021 1099 electronic file export
- 1099-NEC printed form (Copy A, 3-up)
- 2021 Form 940/940 Sched. A
- 2021 Mastertax Q4 update
- 2021 ADP Q4 update
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Smartforce Ease of Use Enhancements
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- Grant permission for billing related actions to required roles that were previously only available to users with AllowAll (“superuser”) role
- Move Shift and Employee view options in TLM Schedule Grid to main page
- Reorder TLM Schedule Grid filters and add new “Standout Shifts” section
- Allow sorting by Invoice Method on Unfinalized Invoices screen
- Improve configurability of billing emails to add Business Unit settings for:
- Sender Name – name to show as sender of billing emails
- Sender E-Mail – email address to show as sender of billing emails
- Reply E-Mail – email address that may show as reply to address on billing emails – used if provided, otherwise Sender E-Mail is used
- Return E-Mail – email address that may show as return email address on billing emails – used if provided, otherwise Sender E-Mail is used
- Improved the rendering of temporary assignments in TLM Schedule grid to differentiate and allow filtering for those with and without permanent assignments
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Legacy Feature Migration
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We continue to add more legacy features from Vision to the Smartforce application, including:
- Added additional features for Patrol Posts
- Support drag & drop in TLM Schedule Grid
- Prevent changing a patrol post to a tour
- Fix display of patrol posts in Schedule Instances screen
- When creating a new week set patrol post confirmed/billable stops to default
- Fix issue when quick creating patrol posts
- Support Confirm In and Confirm Out of patrol posts
- Added the ability to delete and undelete weeks from TLM Schedule
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Various Fixes and Updates
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We have made several other fixes and enhancements, including:
- We have changed all references in Smartforce from “Trackforce” to “Guardtek”
- Allow managers who have no permission to manage employees from another department to confirm those employees if they have already been assigned to a department for which they have permissions
- Fix issue when Create New week results in employee being assigned to multiple overlapping shifts (e.g.: employee temporarily unassigned from permanent assignment and permanently assigned to another shift in prior week)
- Fix issue when multi-selecting properties in Reports library view
- Fix issue in TLM Schedule when displaying split shift Contract and Actual hours
- Fix issue where accrual KPIs do not appear when employee is active in multiple business units with active accruals in each business unit
- Fix issue where Qualification filter Is not applied when posting a shift
- Fix font size making punch action buttons not visible issue in mobile app
- Fix permissions for roles to access Post Rate Management index screen
- Make location display only when editing a position master record
- Fix issue when sorting absence records by end date
- Fix issue where Zip changes are dropped from address change requests
- Make Start Date editable when creating a new Customer record
- Enable Payroll Calculators access for users who can see Payroll mega-menu
- Fix issue where PDF documents don’t always display the latest version (i.e.: cached copy displays rather than the updated version)
- TLM-Specific Fixes:
- Fix issue where Quick Create – Multi Shift results in a rendering error
- Fix issue where creating an opening on a specific day results in the opening being created in a different day
- Fix issue where the schedule grid exhibits “glitches” after excessive scrolling up and down when there is a lot of data
- Fix pivot table error in ESS My Schedule view
- Made Requested changes to Merrill Lynch outbound file
- Added “Others Pay” to ADP payroll export
- Made Requested changes to Merrill Lynch inbound file
- Fix issue where Calculate Billing background job result is not accurately reflected in UI
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