Release Notes 1.9

Keystyle Support Team -

 

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GERNERAL PORTAL IMPROVEMENTS

EMPLOYEE SELF SERVICE

BENEFITS

EARNINGS

TIMECARD

STANDARD TIMECARD

CREW TIMECARD

TIME-OFF

TRAINING

OFFICE TOOLS

AP

CHECK REVIEW

FIELD TOOLS

CHECKLISTS

DAILY REPORTS

ISSUE TRACKER

JOB BILLING

PROGRESS ENTRY

PURCHASE ORDERS

GENERAL PORTAL IMPROVEMENTS

For updated documentation on this section click here: LINK

  • CREW DEFAULTS IN HOTLIST: If a user has been given access to crew timecards, it will be defaulted in their hotlist.

  • GOOGLE ANALYTICS: You can now set-up your portal with Google Analytics in order to track how many views each portal page gets. Check out our article Setting up Google Analytics for your Portal and the portal setting “Tracker ID for Google Analytics” (Admin, Portal Settings, Administration/Initial Setup) to set-up for your portal.

  • LAST LOG-IN: User Access now shows the column for who has logged in in order to help you sort.

  • MANAGE MY HOTLIST: Now when users go to their main page they can click the “Manage My Hotlist” and Choose items.

  • MANAGE GROUPS: In all Manage Groups (Benefits, Document Library) you can filter out Inactive Employees

  • WELCOME MESSAGE: The welcome message at the top of your main page is now editable!

    • To Edit: go to Admin, Portal Settings, Administration/Initial Setup, the portal setting is called “Welcome Message Shown on Home Page After Logging in”. If this setting is left blank, the default message will appear.

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EMPLOYEE SELF SERVICE:

BENEFITS

For documentation on this module click here: LINK

  • ATTACHMENTS FOR QUALIFYING EVENTS: Users can now add attachments to qualifying event requests.

To assign which qualifying event require attachments go to, Office Tools, Benefit Dashboard, Manage Event Types:

  • CLOSED VS OPEN ENROLLMENT HEADER TEXT: Additional text is now available for when you are in a closed or open window. Go to Admin, Portal Settings, Update My Benefits the settings are called “Custom Text: Benefits Request Page (Closed Window)” and “Custom Text: Benefit Request Page (Open Window)”.

  • RESTRICTING QUALIFYING EVENTS: If you do not want your users to be able to request qualifying events you can now limit their “Manage My Benefits” view to just their current benefits summary.

    • To Turn On: Admin, Portal Settings, Update My Benefits the setting is called “Allow users to request a benefits window for qualifying events”

  • UPDATES FOR LINKS IN BENEFITS: All links added in the Benefits module will now open in a separate tab.

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EARNINGS

For updated documentation on this module click here: LINK

  • MANAGE PAPERLESS SETTINGS: You can now require your users to consent to see their paperless settings: When the setting is turned on users will have to choose if they consent to see their paystubs and W-2’s. They can edit this setting at any time by clicking on their name in the upper right to change their paperless setting.

    • TO TURN ON: Admin, Portal Settings, View My Earnings History, the setting is called “Require Consent From Employees to View Paperless Earnings”

    • TO EDIT THE TEXT: Admin, Portal Settings, View My Earnings History, one setting is called “Paperless Consent – Verbiage for Electronic Paystubs” and the other is “Paperless Consent – Verbiage for W-2’s and 1095’s Electronic Delivery”

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TIMECARD

For updated documentation on this module click here: LINK

  • AUTO BATCH CREATION: You can now choose to have a batch auto create after a batch has been closed. The auto batch creation will start based on the “Batch Creation: Begin date offset” (Admin, Portal Settings, Timecard Entry) and the “Unsubmitted Timecard Reminder Timing” (Admin, Portal Settings, Email Notification Settings). Each new batch will open at midnight the following day. (Ex: If you close the batch at 6pm on Thursday it will re-open Friday morning at 0:00 hrs.).

    • TO TURN ON: Admin, Portal Setting, Timecard Entry “Batch Creation: Automatically re-create batches when

  • AUTO SELECT SUPPORTS MULTIPLE ITEMS: The setting “Auto Select 1st Value” now will auto select the first value in any number of items where previously only supported with one item.

  • COMPANY SPECIFIC EARN CODES TO EXCLUDE: The Portal setting “Cloning: Earn Codes to Exclude from the Clone Operation” now supports company specific values.

  • FROZEN COLUMNS IN JOB APPROVAL: The Override Frozen Columns feature in Timecard Settings now works in Job Approval

  • GRIEVANCES: When signatures are turned on (PORTAL SETTING) the user will now have the option to confirm the timecard submission update (Admin, Portal Settings, Timecard Entry, Timecard Submission Update). If they select “No” they must give a reason. You can view the grievances in the Timecard Dashboard.

  • JOB APPROVAL: General Job Approval Enhancements.

  • JOB APPROVAL IN DASHBOARD: The column in the Timecard Dashboard previously called “PM Review” is now titled “Job Approval”

  • JOB REQUIRED: The portal setting “Is Job Required on Timecard” now applies to both standard and crew cards.

  • LARGE DATA SET SUPPORT: For Fields with a large amount of options (500+) you can assign it “Editable – large Data Set” in Timecard Settings. When enabled the user will need to enter three letters/numbers to pull a narrowed search.

  • MANAGERS DOWNLOADING TIMECARDS: Manager can now download timecards if batch is closed but the pay period is still open

  • MANAGE TIMECARD ROLES: You can now create groups to enter on behalf of other groups or approve for other groups for timecards.

    • TO SET-UP: Go to Admin, Manage Timecard Roles. Click “Manage Groups” to set-up your groups. Then assign those groups by clicking the “Add” button.

    • FOR ACCESS: To get access to this page be sure to be set-up as a Timecard Admin (Admin, Manage Approvers).

  • PORTAL SETTING’S REORGANIZED: The portal settings for Timecard Entry related to Batch Creation, Approval, Cloning, Standard Timecard and Crew Timecard have been given the appropriate antecedent in order to clump similar topics together.

  • PRINTING ON iPAD: Improved behavior for timecard printing on iPad

  • SM AND WORK ORDER LINES IN SAFETY NET: Improved behavior on Safety net forSM and WO lines

  • TIMECARD DASHBOARD TEMPLATES: We have now added a column called “Template (Entered By)” that you can sort by in the Timecard Dashboard.

  • UNASSIGNED MANAGER: Users who are not assigned a manager will have a grey “x” in the manager column in the Timecard Dashboard.

  • VACATION ALLOCATION COLUMN: You can now re-label the vacation allocation column in the timecard dashboard with the portal setting “Label heading for Vacation Hours Column” (Admin, Portal Settings, Timecard Settings)

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STANDARD TIMECARD

  • TIMECARD ATTACHMENTS: The standard timecard now allows you to add attachments. The portal setting “Timecard Attachment Mode (Admin, Portal Settings, Timecard Entry) allows you three options – N = No attachments, A = All lines can have attachments, and E = Only Expense Lines have the ability to attach.

  • TIME WORKED ENHANCEMENT: The Time Worked calendar now starts at the beginning of your pay period instead of Sunday.

  • STANDARD HOURS: A user can now see the standard hours for their pay period next to the Add timecard line.

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CREW TIMECARD

  • CERTIFIED PAYROLL IN CREW; The certified field can now be added in Crew Timecards.

  • CLONING ENHANCEMENTS: When you select Clone from the Crew timecard you now have an additional option called “Clone by Employee(s)”. This allows you to clone a specific employee (or employees) time from any template.

  • CREW EXPENSES: Expenses now works in the crew timecard! If an earn code included in the setting “Ear Codes to Accept Amount Based Entry for Expense Input” is entered in a crew or standard timecard the Hours field will change to a dollar sign and be entered directly as an amount with no rate.

  • CREW SIGNATURES: You can now sign in the crew timecard! To allow for signatures you must select one employee from the dropdown (only if multiple employees are entered on the card), then select submit for the signature pop-up to show up. If multiple users are on the card, this signature process must be repeated for each employee.

  • DEFAULT LINE TYPES: Default line types (set-up in Admin, Timecard Settings) now have their own setting called “Default Crew Line Type”

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TIME-OFF

For documentation on this module click here: LINK

  • CANCEL BUTTON RETURNS: The cancel button in Time-Off is back!

  • IMPROVED DATE HANDLING: The Time-Off Dashboard now has improved behavior for Canadian and Australian date formats.

  • LEAVE CODES WITH SPACES: The Portal Setting “Extended Leave Code Configuration” now allows you to enter leave codes with spaces.

  • OTHER GENERAL TIME-OFF DASHBOARD ENHANCEMENTS

  • PARTIAL DAYS: The Time-Off module now supports partial days up to .25.

  • REQUESTER NOTES IN TIME-OFF DASHBOARD: The requestor notes now show-up in the timecard dashboard.

  • TIMECARD DASHBOARD MOBILE: Improved Timecard Dashboard on mobile Device.

  • WORKDAY HOURS: You can now set your users workday hours in User Access. You can do this individually or by selecting the pencil at the top of the column to adjust by filtered group. This affects the vacation hour projections.

  • VACATION ADMIN APPROVAL: To help vacation admin distinguish which items are meant for their approval we have added a “Show My Unapproved” checkbox to the vacation dashboard. Vacation Admins will still be able to approve other items, but when the “Show All Unapproved” is selected the Vacation will only see those specifically meant for them to approve.

  • VACATION ADMIN PROXY: The vacation admin now has the ability to enter in time for the PR Company and Group they are assigned to even when the “Enable Proxy Time Off Approvers” is turned off. (Time-off Admin is assigned in Admin, Manage Approvers).

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TRAINING

  • Training is now available in the portal! Click here for full documentation LINK

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OFFICE TOOLS

AP

For updated documentation on this module click here: LINK

  • COST TYPES: You can now limit the cost types that are included for AP Invoice add/edit. To limit your cost types go to Admin, Portal Settings, Review AP Invoices, the portal setting is called “Cost Types To Include for AP Invoice Add/Edit”. If left blank all cost types will be visible.

  • COPY EXISTING LINE: Reviewers can now copy existing lines when adding new ones.

  • DEFAULT REVIEWERS: You can now “Show All My Reviewers By Default in Reviewer Dropdown” (Admin, Portal Settings, Review AP Invoices)

  • ENHANCED LOOK-UP FOR AP: Job, Equipment & Material fields now supports large data sets. When searching just type in the first three letters/numbers to begin your search.

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CHECK REVIEW

  • Batch index now includes Description

  • CHECKS IN BATCH CAN NOW BE REJECTED AND TAKEN OUT OF THE BATCH DIRECTLY

  • CORRECTED ISSUE WITH INCORRECT REVIEWERS PULL FOR CHECKS IN BATCH
  • GENERAL ENHANCEMENTS
  • Now includes purchase Order documents

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FIELD TOOLS

  • MOBILE PICTURES: Pictures that are added from mobile devices will orient themselves correctly on your field tools.

  • MULTIPLE ATTACHMENTS: For our Field Tools (ex: Daily Reports, PM Issues, Checklists) we have added the ability to add multiple attachments

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CHECKLISTS

For updated documentation on this module click here: LINK

  • Improved behavior for signed vs. submitted checklists

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DAILY REPORTS

For documentation on this module click here: LINK

  • EMPLOYEES ADDED TO YOUR CONTACTS: In the employee tab, if a user is not listed it is because they are not in your contact list for this job. If you do a global search by clicking on the globe, you can add that user to your list as well as your contacts in viewpoint.

  • JCC added to Daily Report job dropdown

  • WEATHER DOWNLOAD: You now have the option to open the weather link, or simply autofill the weather to your daily report.

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Issue Tracker

  • Added save confirmation

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JOB BILLING

  • General Job approval enhancements

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PROGRESS ENTRY

  • Added Company on Progress entry grid

  • Australia Date issue corrected

  • ENHANCED SEARCH FOR JOB: The “Select a Job” field now supports large datasets. To search for your job simply type in the first few numbers or letters to begin.

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PURCHASE ORDERS

For documentation on this module click here: LINK

  • Added Vendor Number to Vendor Search in PO Quick Create

  • Improved behavior in Global search in quick create

  • Improved handling for AUS Date format

  • JOB IN PO RECEIVING: PO Receiving now allows you to leave Job blank and search just by Vendor.

  • LUMP SUM IN PURCHASING DASHBOARD: In PO purchasing dashboard you can now edit lump sum pricing of items.

  • PO COMPANY ADDED: To help narrow your search in PO Receiving we have added PO Company.

  • CUSTOM PO SSRS REPORT: You can now edit the default Purchase Order SSRS Report.

    • TO EDIT: Go to C:\Program Files (x86)\Keystyle Data Solutions\Keystyle Data Solutions\HRIM\BusinessLogic\SSRS”. The report is called “HRIM_PurchaseOrder.rdl”

  • Reserved PO’s now show up for all Admins

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