We've rolled out a variety of updates aimed at improving flexibility and useability across Personelle. Highlights include the ability to rename or hide time banks, improved behavior when canceled time-off hours are returned, a convenient help guide link on the dashboard, and several other enhancements throughout the platform.
Time Off Policies
•We've added the ability to rename time banks and hide unused time banks for each time off policy.
•Added a new option of "Time Bank doesn't support carryover" to the Carryover configurations for each time bank in Time Off Policies.
•When a Time Off Request is canceled, the amount of returned time bank hours will now only be returned up until the max balance is reached. This ensures staff do not exceed the max balance when a request update is made within the same benefit year.
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When a time off request is cancelled within the same benefit year, the hours from the request are returned to the applicable time bank and bucket (Carry over or accrued hour bucket) where it was taken:
• The used time will reflect the total returned decreased hours.
• If it was taken from carry over hours, it will be returned to carry over hours.
• The available time will reflect the increased hours.
2. If the user is already at the maximum balance according to the company's time bank settings, then the following occurs:
• The used time will reflect the total returned decreased hours.
• Hours are not returned to any bucket.
• The available time remains the same.
3. If the user reaches the maximum balance according to the company's time bank settings with only a portion of the returned hours, then the following occurs.
• The used time will reflect the total returned decreased hours.
• If it was taken from carry over hours, it will be returned to carry over hours up until the maximum balance is reached.
• The available time will reflect the maximum balance.
4. If carry over hours have expired, carry over should still reflect zero hours, no time is returned.
• If an edit is made to a request from a previous benefit year, the following occurs:
•I see the update when viewing the request in the UI.
• The update is reflected on the audit report.
• Accrual Hours are not adjusted.
• Carryover hours are not adjusted.
•Used hours are not adjusted.
Dashboard
•"Help Guides" have been added to the Quick Links Dashboard card for easy access to the Personelle Help page.
Employee Records
•The Directory search feature will now only show employees that meet the applied filter requirements when scrolling through employee records.
•Only users with Owner or Admin permissions can now add, view or edit "notes".
•Updated "Add Employee" functionality as detailed below:
1. Updated styling of page for improved usability.
2. Added ability to "send self-service invitation to employee" if selected and an email address has been entered. Option will be disabled until an email address is added.
3. Added an option to "Activate now" or "Activate later" when adding employees.
• Activate now = Employee will be added into employee records with an "Active" status and billing will update appropriately.
• Activate later = Employee will be added into employee records with an "Inactive" status and billing will not be impacted.
4. When adding an employee, the "Department" field will now default to "General (Default)" unless updated.
• Note: This will occur when manually adding or importing an employee into Personelle.
•While viewing the Direct Reports card, you will see "Inactive" employees clearly in an inactive state and grouped together at the bottom of the employee list.
Scheduling
•When adding a shift, users can now see the employee's "Total scheduled hours" and the employee's department.
•Inactive employees cannot be selected for a scheduled shift. The scheduled shift card on the "shift" view schedule has also been updated to include a total of all published and unpublished shifts.
•Selected date range will be maintained when switching from "My Team" schedule to "My Schedule" views.
•Employees now can view and update their shift availability from "My Schedule" page.
•Added improved detail when viewing shift details from "My Schedule".
Configuration
•Improved page behavior when making changes to the basic, scheduling or time clock configuration pages.
•Improved ability to enter hours manually into the Time Clock Overtime Rule group.
•We have added the ability to filter My Team's time by "Department".
•Improved details and design when viewing an absence request.
•When adding an absence, users must first select an employee prior to selecting the time bank.
•Added 2 new columns, "My Comment" and "Supervisor's Comment" to the calendar Time Off Requests report.
Time & Attendance
•After purchasing Time & Attendance, you have the ability to set up your preferences in a new and improved workflow.
Reporting
•The Time Off Balance report has been added to our Reports section. You can also now download the report for 1 or more selected employees here.
•A new filter of "Employment Status" has been added to the "Approved Hours" report.
YouTube Videos
•We now have a Personelle YouTube channel with introductory walkthrough videos designed to help new customers get more familiar with the site.
Personelle YouTube Channel Link