Changelog

Follow up on the latest improvements and updates.

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You can now choose
which employees can claim a vacant shift
, rather than offering it to the whole team.
When publishing a vacant shift, you’ll see an
Offer to everyone
option, which is ticked by default.
Untick it
to choose exactly who can see and claim the shift. Employees are grouped into
Good fits
and
Other staff
to help you decide.
image
Once published, you can see who the shift is available to on the shift card, and on the shift claiming page on desktop.
image
image
To change who can claim a shift, re-publish the schedule with a different list of employees.
You can now approve or decline availability
in bulk
from the
Time & Attendance
>
Availability
page.
Tick the checkbox on the requests you want to action, then open the
Bulk Actions
dropdown and choose either
Approve
or
Deny
.
image
You'll also see a summary of any blackout periods the requests violate: image
We’ve refreshed the roster publish menu with a cleaner layout, which now
also remembers your publishing choices
. Publishing works the same as before, we've just updated the look of the menu.
We're aiming to send the new look live by the end of this week.
What's changed:
  • Staff list and warnings now sit on the right-hand side of the window. Staff with errors, then warnings, are at the top of the list.
  • Totals for shifts, claimable shifts and staff notified are shown at the top right.
  • Publish settings are now a series of rows on the left.
Before:
image
After:
image
After you publish, your
Email/SMS notifications
,
message
,
Notify Staff with No Shifts
and
Shifts must be acknowledged
choices are saved for two weeks, so they’re already ticked the next time you click Publish. This part is already live in your account.
Notes:
  • Publish choices are saved per organisation and per manager
  • If you close the window without publishing, or the publish fails, nothing new is saved
  • Publish vacant shifts
    is not remembered, so you’ll still need to tick it each time
  • Publishing a single shift only remembers Email and SMS notification settings
You can now include
skills assessments in your performance reviews
, so skills are added to an employee’s profile as part of the review process.
When creating a performance review template, select the skills to be assessed under
Skills rated
, or add them in the
Setup
tab of an existing template.
image
The selected skills are added to their own section on the
Questions
tab of the template, where you can add further questions if you need to.
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Reviews with skill assessments must be rated by the assigned
reviewer
, the same as standalone skill assessments. If Employee visibility is disabled, skill ratings are redacted along with any questions not assigned to the employee.
image
Skills are
awarded to the employee’s profile
when the review is completed. Learn more about skills here.
Journals for salaried employees on autopay now split by
team account
when both
Split autopay earnings by department
is on and the team on their autopaid salary template
is blank
. Previously, every split line used the same journal account set in the
salary template
, rather than the journal account that matches its team.
image
What hasn’t changed
  • If the autopaid earnings template has a team/department set, the account you chose is used as before
  • If
    Split autopay earnings by department
    is
    off
    , nothing changes
  • The teams on autopaid earnings templates aren’t changed
If you use this setting and leave the department blank on autopaid earnings templates, your journals now split by team account. Check that each team has a journal account set up.
Learn more about splitting autopaid salary earnings by department here.
We've improved the
Tasks
tab for managers in the mobile app, with a larger variety of tasks now shown here. We have also added this as a
new page for employees
to see what they need to action:
image
Managers can filter by
Needs your action
,
Waiting on others
, or
All tasks
. They can also filter tasks by specific staff:
image

new

HR

Hire

Australia (AU)

SMS Notifications in Hire

You can now
text candidates at all key points in the hiring process
, rather than relying on email alone, and view each text sent to the candidate within their application. This expands on the text message notifications previously introduced for stage progressions.
You can send texts for:
  • Stage changes
    , set up per stage, so you might text people when they’re shortlisted but stick to email for a rejection
  • Forms
    to complete, and their deadline reminders
  • Availability
    requests
  • Interviews
    booked and cancelled
  • Parental consent
    , both to the candidate and to their parent
  • Qualification
    upload requests
  • Offer letters
    , and offers withdrawn
The text option sits next to where the email notification is configured for each. Stages, forms, availability requests and parental consent templates each have their own, while interviews, qualifications and offers are under
Hire
>
Settings
>
Notifications
.
image
Viewing calls and texts
The Phone calls tab on each application is also now named
Calls and texts
. Every text a candidate receives shows here alongside your logged phone calls, in a thread like a chat.
image
Notes:
  • If a candidate has applications for multiple jobs, they will all appear under the same log in the
    Calls and texts
    tab. Texts and calls from other applications will be greyed out and labelled with the job they came from.
  • Texts sent before 28 October will not show.
  • SMS notifications are currently only available for Australian organisations with SMS turned on under Settings > Feature management > Add-ons.
  • If a step is set to text only and the candidate has no mobile number, they will be emailed instead so nobody misses a form or request.

new

Onboarding

HR

Performance Reviews

Training

Forms

Choose When Position-Managed HR Templates Are Sent

You can now choose when the forms, surveys and trainings attached to a
position
are sent to an employee.
When a position is added to someone’s profile, each item can be set to send at
onboarding
, on
employment change
, or
both
, instead of
always going out at both
.
You can set this from the position template. For each form, survey or training attached, you can choose:
  • Onboarding:
    sent when someone starts in the position
  • Employment change:
    sent when someone changes position
  • Both
image
This is useful when something should only be sent at specific times, such as a uniform sizing form that is only relevant during onboarding, rather than every time an employee changes position.
You can alternatively set this from the HR template itself. Open a form, survey or training, go to the
When to send
tab and scroll to the
Positions that manage this
section.
image
Following up on our pay run checklist, you can now mark wages and pension as paid. This is great for anyone who executes steps outside of Workforce, like paying wages through bank transfer or paying a pension provider other than NEST.
Here's what's new:
  • Mark as paid:
    Click this on the wages or pension step. It'll turn green, show a Manual label and count towards checklist progress.
  • Track payments:
    Optionally add a payment date and reference. You can also see who marked it as paid and when, or undo it if needed.
image
Learn more about the next steps after posting a pay run here.
You can now control whether managers can view their team’s leave balances
separately from their own
.
A user’s own leave balance is covered by the Employee role, while the balances of the staff they manage are now covered by
Leave Balances
>
View
on their
Manager
role. If you’d like managers to see their team’s balances, make sure this permission is enabled on the Manager role.
If it’s turned off, managers will only see their own balance.
image
Employees can still see their own balances, and nothing changes for managers whose role already has this permission enabled.
If you have managers who were relying on the Employee role to see their team’s balances, you’ll need to enable
Leave Balances
>
View
on the Manager permission level.
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