11.12 Release Notes

Accrual Balance Sync

New sync framework to facilitate importing of accrual balances from various sources. In this iteration, we’ve implemented specific APIs and on-demand flat-file (CSV) providers.

• Accrual Balance Sync from CGI Web Service – for National Bank and Desjardins Customers
  • On-going sync to enable importing of accrual balances in hours ¹
  • Allows for updates in the payroll system to flow seamlessly to Synerion Agile system
  • Ability to preview the balances before import
  • Automatically recalculates the affected data
  • Supports filtering by employee and export to Excel functionality
  • New nightly task on-going sync
  • Supports Portal and Non-Portal customers

¹   Balances must be in hours: Customers with dollar accruals will need to contact CGI to add the accruals in hours

• On-Demand Balance Upload via Excel CSV Files
  • Used for 1-time and ad-hoc synchronization of balances to any other system
  • CSV template provided to ensure the correct format of the import
  • Supported for both Portal and Non-Portal customers

• • Sample CSV format shown below

Portal – User Manager – Ability to Assign Custom Security Roles

Allows custom roles to be managed within the portal (previously those roles were locked out)

• • Example: HR role
  • Supports custom Supervisor & ESS roles
    • Supervisor roles are ones that include “WebLoginPermission”
    • ESS roles are ones that include “ESSLoginPermission”
  • Allows filtering by custom roles

California Break Enhancements

• Allows work rules to set breaks relative to the actual start rather than the scheduled start
  • The “Relative To” checkbox has been converted to a drop-down list with 3 options:
    • None  Explicit break zones (12:00 means 12 noon)
    • Sch. Start  Break zones are relative to schedule start time (5:00 means, Sch Start + 5:00)
    • Paid Start  Break zones are relative to paid start (5:00 means, Paid Start + 5:00)

• New Excel Report – California Meal Penalty
  • An easy way for payroll people to ensure that all California violations are caught, and the appropriate penalty has been added on the timecard
  • Requires “California Meal Penalty Report” Feature (Turned-Off by Default)

Dashboard – Scheduled vs Budget Metric

• • Shows individual bars for Scheduled and Actual instead of a stacked
  • Enables schedule vs actual vs budget comparison for historical data

Employee Profile – Enhancements

Ability to Navigate Employees – Ability to navigate through selected employees (to go to the next employee in the selected range)

• Revised Employee Profile Tab order
  • The screens have been reordered based on feedback and usage
• Styling & Layout Improvements
  • Reduced spacing between labels and textboxes
  • Consistent grid styling in Rates, Qualifications, Premiums, Training and Family Details

Absence Request Enhancements

• Employee Calendar – Managers Can Now Approve Absences from Employee Calendar
  • Clicking on the Pending Absence in Calendar shows the Accept / Reject options with a note back to employee

Employee Calendar –  Ability for Payroll Admins to Approve Pending Absences  

• Allows payroll / system admins to approve pending absences on behalf of the supervisors
• Governed by new permission: “Employee Calendar Absence Request Approval”

Ability to Restrict Partial Absences Functionality to Certain Employees

• New question in Portal – ESS set-up to confirm whether a group of employees can request partial absences
• Assigns the new “Partial Absences-Edit” permission to the role

TCE Enhancements

• New “Edited” Records Filter Option
  • Filters the Timecard records to only the ones that have been edited by the supervisor
  • Set the Edited flag on the following additional use-cases:
    • Supervisor authorizes extra time
    • Supervisor overwrites the Work Rule/Shift
    • Supervisor adds a new shiftmatch

• Original Punches – Show Clock Column

Terminal is shown where specific punches are made in the timecard !

Period Signoff – Show Time Category Group (TCG) Filter

• • Allows filtering the hours by TCG

FacePrint – New Department Selector Control

• • New department selector list, similar to job selector with filtering support

Holidays – Filter by Holidays Schedule 

• • Filters the holidays to only the selected holiday group, making easier to manage the list

Terminals – Show Last Polled

• • Shows the most recent timestamp of when a punch was received from the clock

User Management –Simplified Visibility Mode for Non-Portal Customers

• • Ability to assign simplified department based visibility for new users (similar to portal)
  • Also available in User Settings to manage existing users

Other enhancements:

• • You can no longer add additional users through the portal once you have reached the limit of users dictated by your license
  • Stat Qualifier – Alberta Average -Alberta avg needs to qualify 5 out of 9 and pay as “Static Average” (Last 4 weeks divide by 20)
  • Revised timesheet notification email to include link to timesheet approval
  • Good Friday and Victoria Day added for years 2020-2024 for existing customers
  • Reports – Labor Allocation Summary by Category – Change Department Grouping Option Label from “Department to “Worked Department” to Make it More Intuitive
  • Preferences – Google Chrome Auto-Fills Old Password and Email Fields Which Can Prevent the User from Saving Preferences Without First Clearing the Fields
  • Integration Partner – ADP – Add a link to the ADP consent manager
  • Use Same Alternating Row Color as Telerik Which is Slightly Darker
  • Mass Edits – Create Transactions – The Department Dropdown in Not Formatted According to the User Preference

Bug Fixes:

• • Portal – Work Rule – Work to Schedule for weekly rule is not saved in portal
  • Punch Errors – Mass Punch Recovery Fails When Both Badge and Employee Columns are Empty: Work Fine if Only Employee is Missing
  • Performance of loading Employee Profile Page and Employee Scheduler – Add Schedule is too Slow
  • ESS Dashboard – When employee is assigned to new pay period midweek and new period status not created yet is causing error when loading ESS dashboard
  • Integration Partner – Saving any changes on the UI (after the fields are disabled) is not checking what fields are enabled to save
  • Employee Scheduler – Scheduling Availability – Getting ‘Object reference…’ when there are multiple schedules and one of them starts at 0:00
  • Cargo Value – validation check not working
  • Translations – Correction to certain French prompts