Favorite reports dashboard card
- You can now add reports to your favourite list by clicking the ‘Star’ icon to the right of all reports.
- These ‘Favorite’ reports will then show in the ‘Favorite reports’ card in your dashboard. You can access these reports directly by clicking on the links in your dashboard card.
Enhancement
- The timesheet has an updated look with a cleaner calendar. The week buttons are gone and you can click on any day of the calendar to be taken to the time entry for that week.
- The dropdown list to select a pay period in timesheet now shows the months/pay periods in descending order.
- For Bi-Weekly and weekly timesheets, the dropdown list for pay periods shows fewer periods. You can select additional periods by clicking the ‘Additional Periods’ button above the dropdown.
- Recruiters now have to provide a reason for editing a PO after creation. Just type in your reason for editing the PO in the popup box.
- Leave application for PTO was restricted to only apply for allowed PTO hours in the Time-Off module.
- Dashboard:
- Using the settings (Admin), ‘General Config’ tab, you can configure a dashboard card to:
- Link to external web pages by clicking the ‘External Domain’ checkbox.
- Browse and select a file from your local machine and upload it so it can be accessed by clicking on its link in the dashboard card.
- Immigration Module:
- ‘Immigration’ flag introduced in admin Settings-> General Config-> Company info popup box.
- Selecting this flag enables the ‘Immigration’ module in the HR menu items.
- The immigration module allows you to view a list of employees with the ‘H1B’ status.
- By clicking the ‘Edit Details/View Docs button, you can maintain immigration-related information such as I-94 number and expiration date.
- Any changes made to the worksite tab are also updated in the employee create/edit module.
- Documents uploaded via this module are also available for viewing in Reports-> Public access files.
- Project-Based Timesheets:
- ‘Proj Based TS’ flag introduced in Admin Settings-> General Config-> Company Info popup box.
- Selecting this flag means that employees can only record time against projects they are assigned to.
- After the expiration of their assigned project, either the project may be extended or they may be assigned to a new project.
- Invoicing:
- From the list of invoices, click on an employee name. Select employee/s in the popup and send an SMS message to remind them to submit their timesheet to expedite invoicing.
- Show the open balance and overdue balance in the reports