Wednesday, November 6, 2019

Worker Monitoring Rules, Part 2: No Break Taken For

Continuing on a previous post about Meal Enforcement Rules, we are going to cover today how to add Meal and Break reminders.

These rules can be used to notify employees that they are eligible to take a break or a lunch and also keep track if they have gone over a specified amount of time in which they were meant to take a Meal Period, so that the application can keep track of each time employees incur a meal period violation.

To set these up, go to the Administration tab and select "Rules, Action and Fences", then clock on "Worker Monitoring":


Once inside that section, click the "Add New Worker Monitor" button:


Adding these rules has three steps: policies, rules and actions.

Please refer to Part 1 of this series to go over how to create both the policy (naming the rule and assigning employees) and the action (email and notification alerts), since those steps will always be the same regardless of the rule you are creating, the only difference is what you are putting in the notifications, which of course depends on the context of that same rule.

For the rule we are covering on this post, you need to have created your own break types in the "Manage Break Types" section found in the Administration tab. On this example, we are using the most commonly used "Meal Period" and "Rest Break". This is very important since rules can be setup in a sequence within their own break types so the system can determine the correct notification to send to the employee depending on the sequence specified for the breaks.

To understand the previous point better, let's have an example. Let's say we have our first break set at 2 hours and our second one at 6 hours. The middle point between the two breaks is at 4 hours. If an employee doesn't take the break at 2 hours, he/she will get a reminder. If that person takes the break anytime between those 2 and 4 hours, it will be counted as the first break, so another alert can be expected at the sixth hour in case that new break is not taken, either. On the other hand, if the employee takes the break between the fourth and sixth hour, then the system will recognize that the first break was missed and it will be counted as the second break, so once the sixth hour is reached, no alert will be shown since that break has already been taken.

The point where we are at right now is once we click on the "Create New" button to add our new rule:


We will be taken to the "rules" section. Make sure to name the rule appropriately and select the trigger "No Break Taken For". This will add the following fields for you to fill out:
  • Minutes: the amount of worked minutes the app will wait until the notification is sent. If for example, the meal period is set to be deducted, then that time will not be counted.
  • Trigger Premium Pay: this is used when you are adding a rule for a meal, if the employee doesn't take a meal after the specified time and you enable this, it will trigger a Premium Pay flag so you can check in case there has been a meal period violation. This will also appear on any of the Premium Pay related reports.
  • Applicable Break Type: in our example is the Rest Break, but it could also be the Meal Period or whatever you add in the Manage Break Type section.
  • Break Sequence Id: this is where you set the sequence that was explained above, in our case Rest Breaks and Meal Periods will have their own sequence, the first break expected at 2 hours would be "SEQ1", the second one at 6 hours is "SEQ2" and so on (at least one rule per break or meal). Same thing for the Meal Periods, the first meal at the fifth hour is "SEQ1" and the second meal at the tenth hour would be "SEQ2".
The fields below correspond to the time range, setting it to "Always" means that the rules apply whenever the employees are clocked in (this is the recommended setting), but you can also set it to Business Hours or specify a time frame.

Once you complete adding the rule, you can click on "Create New Action" to proceed with adding the messages for the alerts and/or notifications.

(Click on image to enlarge)

That's it for this post! In Part 3 we will go over adding rules when a meal period or rest break has exceeded a certain amount of time, or if it was shorter than expected.

Until next time!

--Econz Team

Wednesday, October 16, 2019

Timecard Checker Enhancements available in iOS and Android

Hello everyone,

Just wanted to give you a quick update: we have just updated both iOS and Android versions of Timecard GPS and now both include the full Timecard Checker functionality including the latest enhancements we had added for Android a few weeks back.


To learn more about what Timecard Checker is, make sure to visit this link or contact us directly to learn more.

Until next time!

--Econz Team


Wednesday, October 2, 2019

Downloading Images from Scheduled HTML Reports

We have just implemented an enhancement to make managers' lives much easier when they need to keep track of photos and signatures from HTML scheduled reports.

They only need to be logged in to the web portal in their default browser. Once the scheduled reports arrive to their inbox, they can open the attachments, in this example we are opening the HTML version of the Custom Field Report:


Then, we scroll down to find the attachments we are looking for, notice how any images or signatures that were captured will have a hyperlink you can click on:

(Click on image to enlarge)

When you click on that link, you will be prompted to save the image in a location of your choosing (depending on your settings, it could also be downloaded to your default Download folder):

(Click on image to enlarge)

Note that this feature is designed to work with the HTML versions of the scheduled reports only, CSV and PDF versions do not support it. 

Let us know if you have any comments or questions!

--Econz Team

Wednesday, September 25, 2019

Timesheet Enhancements

Hello everyone!

In this blog post we are going to show you something completely new, an enhancement that was added to the timesheet signoff functionality where you can view Overtime, Double Time and even data related to miles and expenses, all right there in the timesheet approval screen!

To enable this, go to the Administration tab and select "Configure Timesheet Settings":


Then go to the "Timesheet Details Custom Fields" section and there you will find two new options: the first one to enable Miles and Expenses columns (which will be captured in custom fields or forms by the employee), and the second one to show the overtime and double time columns:


As always, the data is captured by the employee out in the field, in this example we can see how miles and expenses are captured using the "Total Miles Traveled" and "Total Expenses" fields inside the "End of Day Form":


At the end of the period (in this example is the end of the week), then the employee will approve the timesheet:


At this point, the Manager would come in and approve the hours and here is what the additional columns look like in our current example:

(Click on image to enlarge)

We hope you get the best out of this new features, leave us a question or comment down below!

--Econz Team

Wednesday, September 18, 2019

New Mapping Features

Hello everyone!

We are very excited to announce a set of new features we have just implemented for our mapping functionality. Our GPS breadcrumbs now have a new face:

(Click on image to enlarge)

The first thing that pops up is that we have some circular icons with numbers in them, this is what we call "clusters". The numbers represent how many breadcrumbs can be found underneath them.


When you zoom in, you will start seeing more breadcrumbs and clusters with smaller numbers:


Until you completely zoom in and get to see only breadcrumbs:


Something else that's new is that now you can add colors and images to the stick figures. The default color is black as shown here:


We can go to Manage Users and click on the employee's ID or alternatively, click on this new icon found in the map:


This will bring the user's profile, where you can add a profile picture by clicking on the "Choose File" button and selecting the desired picture. Make sure that you are using a square image (resolution 500px x 500px, for example), since using a vertical or horizontal image will not be displayed correctly:


To change the color of the stick figure, you need to click on the blank field next to the "Map Icon Colour" section:



Doing that will open the color picker, so select the desired color and click on OK:


The color will be updated in the previous screen. When you are happy with the changes, click on the "Update" button:


Now, when you look at the user in the map, you will see the stick figure with the selected color as well as the employee's picture between the "Center on map" button and the User Name, as well as when clicking on the stick figure, which will also show additional options to view logs, tasks and the breadcrumb trail:

(Click on the image to enlarge)

Leave us any question or comment in the section below!

--Econz Team




Friday, September 13, 2019

New Options for Overtime Rules

Hello everyone!

In this blog post we want to talk about the new options we just added to overtime rules.

This will be useful in case you need to include weekends in your overtime calculations, so now you can set any hours on Saturday and Sunday to be either overtime or double time as desired.

To do this, go to the "Manage Overtime Rules" screen within the "Integration" section in the Administration tab:


Then, select the user type you want to apply the rule for, in this case, we want to do it for the "Field Technicians":


Next, click on the "Add New" button to create the new rule:


The following is an example of how the overtime and double time rules can be setup:

(Click on the image to enlarge)

In this case, we have applied our rules like this:

Overtime
  • Any time the user has more than 8 hours per day
  • Any time the user has more than 40 hours per week
  • Any time the user works on a Saturday
Double time (Extratime)
  • Any time the employee has more than 12 hours on a day
  • If the user worked on a Sunday

Also note right on the top that we applied the rule to start from January 1st, 2019. This is very important since anything prior to the day you select here will not enforce this overtime rules.

We hope you can use these new options to your advantage, let us know if you have any questions or comments.


--Econz Team

Thursday, September 5, 2019

My Details Page for Web Users

In this post we will cover a pretty nice new feature we have implemented for any type of user that can access the web portal, the "My Details" page!

When you log into the web portal, you will notice a stick figure icon on the top right, next to the "Help" and "Logout" icons:


When you click on it, you will be taken to a new screen where you can fill out your personal details, add a Security Question which will be useful when contacting in case you forgot your password, and also changing your own password, which we always recommend doing:


For security reasons make sure to use a strong password which can be accomplished by using a combination of uppercase and lowercase letters as well as numbers and special characters.

We hope you like this feature, let us know your thoughts in the comments section down below.


--Econz Team




Wednesday, August 28, 2019

User Specific Daily Rounding Rules

Not too long ago we covered the topic of adding user specific rounding rules, which would be applied to define an employee's schedule and have the system automatically round clocked in hours around it.

We have added the capability to be even more detailed about it by enabling a daily schedule.

If you have some staff members that have different schedules around the week as opposed to a fixed schedule, then the steps are almost the same as described before.

You would  go to the Field Workers tab and click on the employee's ID, then look for the option called "Payable Start" and "Payable End". If the user has a fixed scheduled for the entire week, then you can put your start and end times, but now you will also find a button with a circular arrow:


When you click on it, the entire week will be opened:


(Click on image to enlarge)

Here you can set a schedule for each day of the week that needs a rounding rule. If you don't need a rule for some days, they can be left blank and no rounding rules will be applied.

Just as before, these times will be applied to the timesheet signoff functionality and the rounded hours will be reflected on the following reports, as well as the User Rounding Report that gives you the original and the rounded times for comparison:

  • Timecard Task Event and Location Report
  • Custom Report
  • NAR TimeCard Task Focused Custom Report
  • Timecard Detail Report
That's it for this post! If you  have any comments or questions, don't hesitate to let us know down below.


--Econz Team

Thursday, August 22, 2019

Scheduling PDF Reports


In the past, we had gone over the topic of scheduling reports from the web portal. We were originally able to send reports as CSV or HTML files, but now we have added PDF to the list of available formats.

Pretty much everything is identical to how it was described in our previous post, the only difference is that now there is a "pdf" option in the "Report type to be generated" section:


Once you get the email, you will notice that the attachments will of course be PDF files:


If you schedule one of the regular reports that are not pre-formatted as PDF (most of them aren't, they are the ones you can generate online or create a CSV file), such as the Timecard Detail Report, Timecard Event Report, for example, you will get the usual information in a PDF text table:

(Click on the image to enlarge)

On the other hand, if it's one of the reports that already has a PDF version you can generate online like the Job Daily Timesheet Report, California Meal and Rest Report or the Matra PDF Report, then you will get the PDF-formatted version instead:

(Click on the image to enlarge)

That's it for now, let us know if you have any feedback or comments!


--Econz Team

Wednesday, August 14, 2019

Viewing Decimal Hours in Timesheet Signoff

For this post, we are going to look at a small but very useful enhancement we have done to the format the total hours are viewed in within the Timesheet Signoff screen.

The default option is with the "hrs" and "mins" format like the following example:


But if you go to the Preferences screen in the Administration tab, then enable "Use Decimal Hours" and save it,

then you will be able to have your employees view their timesheet's total hours in decimals:


We are always glad to provide flexibility and options to you, so you can make our application your own, so we hope you like this enhancement and if you have any suggestions, don't hesitate to leave us a comment below.


--Econz Team

Wednesday, August 7, 2019

Filtered Smart Fence Triggered Rules

There may come the time where you have a bit too many SmartFence rules and you need to focus just on specific ones. At the moment, the SmartFence Triggered Rules Report will give all of the information whenever a rule was triggered, but depending on the amount of rules and employees you have, it can be a bit more work to find just the ones you need.

So, we have come up with a solution, a way to filter and see on a separate report only the rules you are interested in. Of course, the SmartFence Triggered Rules Report will still give you the detail for all of the rules, but the new Filtered SmartFence Triggered Rules Report will provide with specific details for the ones you want.

The only thing you need to do is enable or disable the specific rules, so that you are only left with the ones you desire.

For this, you can enable "Show Rulein SmartFence Triggered Rules Report" setting, which is done in the "Manage Rules" section for any rule. Keep in mind this can be done when creating a new rule or also editing an existing one:



In this example, we only want so see "Entering Econz CR Office" and ignore any other rules. So we click on the checkbox, Save it, and make sure to unclick any other rule we don't wish to see.

If we generated the standard "SmartFence Triggered Rules" report we will find a number of results we don't need at the moment:

(Click on the image to enlarge)

But if we open the "Filtered SmartFence Triggered Rules" report,


we will be able to see our desired filtered results:

(Click on the image to enlarge)

That's all for now, we will be back with more exciting news on our next post!


--Econz Team

Wednesday, July 31, 2019

Search Expired Tasks in Edit User Events Screen

Hello everyone!

On this blog post we are going to talk about a simple but very important enhancement: the ability to search for expired projects when editing tasks.

The default option used to be that if a job was setup with an expiration date, then it wouldn't be available on the device and on the editing screen. For example, we have this job called "Econz Santa Ana" which was good from January 1st 2018, to January 1st, 2019:


When we go to the "Edit User Events" section on the Administration tab, click on the "Edit Task" button and do our search for this task, no results will be found:

 


But if we go to Preferences and enable "Search Closed Tasks", when we go back, we will be able to find that expired job and edit accordingly.

Here we enable this setting:


Then we search for our desired task and get the expected result:


And finally, we have our successfully saved task:


That's all for now, leave us a comment in the section below in case you want to ask us something!


--Econz Team