Friday, January 14, 2022

Covid Answers Report

As we have discussed before, COVID-19 has come to turn everything on its head, and all of us as businesses have had to adapt to continue as normally as possible. Econz Wireless has been looking for ways to incorporate this to our application to make your life easier at the same time we strive to keep you and your staff members safe by providing a way to fill out Employee Self Assessment Forms.

Today, we want to show you the new "Covid Answers Report" which will complement the data captured related to the COVID-19 form and will tell you if the employee has had any symptoms or not without the need to check anywhere else. For that reason, when creating this form, make sure to phrase the questions so that answering "Yes" will mean that the employee has experienced a COVID-19 symptom or been in possible contact with it.

Here is a sample of the Form  so you get a better idea of what it could look like and create your own:

Field Name

On Device

Field Type

Are you experiencing symptoms of COVID-19 (fever, cough, difficulty breathing)?

Required

Yes/No

Have you had contact with anyone who has symptoms of COVID-19, or tested positive for COVID-19?

Required

Yes/No

Have you or someone you have had contact with travelled or returned to [your country] from any destination within the past 14 days?

Required

Yes/No

Has any person in your household, or with whom you have close contact, been required to self-isolate due to possible COVID-19 exposure?

Required

Yes/No

Are you experiencing (sore throat, trouble swallowing, runny nose / stuffy nose or nasal congestion)?

Required

Yes/No

Are you experiencing (decrease or loss of smell or taste, nausea, vomiting, diarrhea, abdominal pain, not feeling well, extreme tiredness, sore muscles)?

Required

Yes/No

Are you on any medication that may impair your operation of a vehicle or equipment?

Required

Yes/No


After an employee fills out the form, then the report can be generated to view the simplified answers. Check out this example for an employee's week:


That's all for now, stay tuned for more news and exciting updated!


--Econz Team

Wednesday, January 5, 2022

RUN Powered by ADP® Integration

Continuing with the series of posts related to integrations, we come today to talk about RUN Powered by ADP®. This post will start by going over the preliminary steps prior to approving timesheets in the Timecard web portal and sending them to RUN Powered by ADP®.

First, we go to the Administration tab and select “Map ADP paycodes to Timecard Tasks”. Then we select the appropriate Company and make sure that the rest of the values are configured properly to match the codes in RUN Powered by ADP® as shown in the example below. Notice how each of the possible code options have a brief explanation as to what they are meant for. With this completed, we are ready to start approving timesheets!

Click on image to enlarge

Let’s continue with the Timesheet Approval process, which means that each of the listed employees in the Approve Timesheets section has already acknowledged, reviewed and signed their own timesheets. We need to make sure to log in as a proper user type with access to this functionality. So we go to the Administration tab and select "Approve Timesheets":


On the next screen, we use the filters to focus on a specific date range, team and/or user and click the "Filter" button:

Click on image to enlarge

And then we click on the ID of the timesheet we wish to review.


The next screen will show us more details of the individual timesheet so we can check them and make any adjustments if necessary.

Click on image to enlarge

Once ready, we click the "Save" button:


Then we will get a confirmation screen, make sure to click on "Save Changes" to complete the timesheet approval:


After the timesheets have been approved, the final step is to send them as a batch to ADP RUN; for this, we go to the Administration tab and select “Submit Timesheets for ADP Payroll Batch”.


Next, we have to select the appropriate Payroll Group and Period, then click on Filter:


The system will proceed with loading all of the timesheets that have been approved for the period and send them to RUN Powered by ADP®:

Click on image to enlarge

Following that step, we scroll to the bottom of the screen and enter the PayData Batch Code in the Batch Number, then click on Save.


Make sure to allow just a few seconds for the system to review the data and send it to RUN Powered by ADP®; once the process is done, we will get a confirmation message that the batch was successfully created. Otherwise, you could get an error depending on if something may be missing in the setup. Here is how it would look like when successfully completed:


RUN Powered by ADP® will finally show the timesheets as follows:

Click on image to enlarge

That is all for now, make sure to ask us in the comments section below or our Customer Support team in case you wish to learn more!

Until next time...


--Econz Team

Friday, December 10, 2021

iSolved Bi-Directional Integration

A little while ago we introduced the iSolved Integration Report, which used a CSV export to generate the data that would be later imported into iSolved. Today, we are going to cover how to setup the full fledged bidirectional integration.

The first step is to have our Customer Support team assist with setting up your account and enabling the integration with iSolved. Then, you can go to the Field Workers tab and start pulling your staff members to Econz Timecard. These are the buttons that we will use for this purpose.


When using the "Auto Sync" option, you need to ensure that the integration has been setup with the time zone and the password under the iSolved Integration section, which is done by our Support team. After you click on Auto Sync the system will take you to the Integration logs page in case there are errors with the integration.

Going back to the Field Workers tab, let's now go over the Manual Sync, or the "Sync Workers with iSolved" button on the top right. When you click on it you will be given the option to pull the employee list from iSolved so that you can choose exactly what employees will be enabled in the Field Workers tab. Keep in mind that employees will not be shown there unless they are synchronized individually. Also, you must change the password for the workers in order to sync to the devices.

Just select the Worker Type and Time Zone, tick the checkbox for the users you wish to synchronize, click "Add" and finally click the "Save" button at the bottom of the screen:

Click the image to enlarge

Either way you choose, once successful, the employees will be synced and shown in the Field Workers tab:



Once the employees have worked through their pay periods and approved their timesheets, then a Payroll Manager can jump in, approve the timesheet and after that, they will find an option on the bottom right showing a red X showing that the Timesheet has not been synced:


Click on the circular green arrows to complete the process, you will now see a green check mark showing "Synced with Payroll":


After that, the timesheets will have transferred to iSolved:


Don't hesitate to reach out to us in case you are interested in using this integration or have any inquiries!


--Econz Team

Friday, December 3, 2021

PaySpace Integration

We are very proud to announce that we have implemented a bi-directional integration with PaySpace’s Payroll and HR solution, so now our customers that use that platform will be able to have our system communicate automatically with it.

Once the account is created and setup by one of our Support representatives, you will be able to log in and start pulling employees from the PaySpace application. Go to the Field Workers tab and click on the "Sync Workers with PaySpace" button:


You will notice that Timecard has already pulled the Employee List you have from PaySpace and it's making this available so you can choose and pick exactly who is going to be added to Econz.

Click on image to enlarge


You would click on the Synchronize checkbox for the employee you wish to add, specify the Worker Type and Time Zone at the top of the screen, then click on "Save" on the bottom left:

Click on image to enlarge

It's very important to note that when doing the Manual Sync you must change the password for the workers in order to sync to the devices. If there is a conflict with the device ID, you can even customize it before saving it:


If you were to use the "Auto Sync" option instead, make sure that the integration has already been set up with the time zone and the password under the PaySpace Integration section (this will typically be done by our Support team, as well). After you click on Auto Sync the system will take you to the Integration logs page in case there are errors with the integration.

Now comes the moment when employees have already worked through their pay periods and it's time for a manager to approve their signed timesheets. If for any reason an employee is not able to sign their own timesheet, the managers can submit the approval for them, read this previous post to learn how.

As discussed before, in order to have access to the timesheet approval process, you need one of the following user types:
  • Payroll Admin
  • Super Payroll Admin
  • Office Admin
Once logged in, go to the Administration tab and select "Approve Timesheets". Use the filters to focus on the team, employees and date range you desire and click on "Filter". This will bring up the results for the employees who have timesheets during the period you selected:

Click on image to enlarge


Approve the timesheets as needed, then click the "Save" button on the bottom left:

Click on image to enlarge


Then, to complete the synchronization, set the Frequency to either Weekly or Monthly, depending on your company setup, then choose the Company Run period corresponding to the timesheet you are reviewing. Finally, click the green circular arrows button on the right:


The red X will change to a green check mark and you will now see that the timesheet is successfully "Synched With Payroll".


That's all for now, let us know if you have any questions or comments.

Until next time!


--Econz Team

Friday, November 26, 2021

Editing Addresses on Existing Tasks

Today's post will talk about a new feature that has been added to our web portal, which will enable users to easily edit addresses on existing tasks. Previously, if you added a task to the system, you needed to enter the address details at the moment of uploading or else the task would need to be later replaced if an address were to be added.

Well, not anymore! Here is how you can do this. First, make sure you are logging in as an Administrator user, then go to the Administration tab and select the option called "Maintain Task/Customer List" inside the Basic section:


Then, find the team and job that you wish to edit, in this case, we need to add an address to "Econz Office", found within the Team Horace, so we click on its Task ID:


As you can see, this task has no address yet, but we have a set of text fields we can use for this purpose:


Let's go ahead and add our address for this project, the coordinates will be added automatically once the system detects the correct address. When ready, we click on "Save":


Note that you also edit coordinates only, if so you desire, which is useful for rural properties which don't necessarily have a specific address.


Remember that adding addresses to tasks will allow you to incorporate additional functionality such as a whole plethora of custom rules that make use of the GPS location to triggered different types of alarms.

Let us know in case you have any questions or comments below. Until next time!


--Econz Team

Friday, November 19, 2021

Office Admin Powerful Job Assignment

Hello everyone! We are bringing you a new enhancement for users with the Office Admin profile, normally when editing tasks or user events an Office Admin is constrained to only assigning from within that employee’s teams set of jobs.  This new functionality now optionally allows the ability for them to assign jobs from the set of all possible jobs (i.e. including jobs from other teams).

To enable this, log into the Web Portal as an Administrator user, then go to the Administration tab and click on Preferences. Find the option called "Enable extra Office Admin powers for Edit User Events":

Click on image to enlarge

Make sure to follow this guide to assign teams and users to Office Admins properly, in this case, our Office Admin has Region B only:


These are the current tasks for Region B:


But we know that Rufus Robinson worked with Region E performing the task "Penny Cafeteria", which is not in the list of tasks for Region B. So, here is where the magic comes in. We log in as an Office Admin and go to the "Edit User Events" screen within the Administration tab.

If we wanted to insert a task, we can now search and choose tasks from other teams. As we saw before, "Penny Cafeteria" is not within the jobs available for Region B, but by enabling this functionality, we can now edit that task and add it to his punches:


Here we can see how the task has been successfully added:

Click on image to enlarge

And this also applies to editing tasks:


That's it for this time, stay tuned for more news!


--Econz Team

Friday, November 5, 2021

New Report: California Meal and Rest Report V2

Today we have a quick post to talk about a new report that we have incorporated into our system, the California Meal and Rest Report V2. If that name sounds familiar, it's because we previously had talked about the first version of this report, but this one has a couple additional features, to make the report even more useful.

This image is a big one, make sure to click it to view it better

This report provides the times that the breaks and meal periods were taken, following the order of First Break, First Meal, Second Break, Second Meal, as well as the clock in and out times.

Then, the following columns correspond to the Premium Pay End of Day Questions:

  • Anyone injured?
  • Did you take all breaks today?
  • Premium Pay?
  • Was this meal taken later than allocated at your election?
  • Was this meal taken later than allocated due to work requirements?

Notice how the "End Meal" column has some values in blue? Well, that means that you can click on them to view the signature for when the employee finished the meal before the expected time.

Finally, on the far right side you will see the Signature column, which will enable you to view the clock out signature provided by the staff.

That's it for now! Let us know in case you have any questions or comments down below.


--Econz Team