Friday, August 24, 2018

Enhancements done to Reports (08/24/2018 Update)

As everyone knows, Reports are among the most important tools when it comes to doing Payroll and monitoring your employees. We are constantly improving these tools so they are more effective for your organization.

Here we have an update that was done to the Timecard Task Focused Detail Report. This report now has the ability to do a search for tasks and subtasks. In the past, only tasks were available with a dropdown menu, but now you will be able to do a deeper and more accurate inquiry by using the search field:

If you search for a task, all the possible results will be shown, so you only need to select the one that applies:

If you search for a subtask, you will be shown all the instances of the subtask, preceded by the task they belong to:

Once you find the task you are looking for, clock on "Generate Report" and you will be able to focus only on that project or task:

We hope you can make the best use out of this enhancement, let us know if you have any questions in the comments.

--Econz Team

Wednesday, August 8, 2018

Feature Enhancement: Clock-in Lock Within Time Frame

Hello everyone!

Here we have an interesting tip in case you need to make sure that your employees clock in inside an area only within a specific time frame.

The main requirement for this is to have loaded your tasks with an address, so that when you go to the "Maintain Task/Customer List" section, you can also see the coordinates:

You can either click on the "Create Custom SmartFence" to create a rule just for that task, or use the "SmartFence" dropdown menu and select "Default". This will allow you to enter a rule that will apply to all tasks that have been set with the default smart fence, so you don't need to create one rule for each task, unless you specifically need to.

Either way you choose, the process of creating this rule is the same, and we'll describe it next:

1a. If you selected "Default", then go to the "Rules, Action and Fences" section in the Administration tab and click on "Manage SmartFences". The Default rule will be the first one. Click the "Edit" button.

1b. If you selected "Create Custom SmartFence", you will be taken to the next screen automatically without the need to follow the path on step 1a.

2. After following the previous steps, you will be at this screen:

Here is where you need to setup the radius and assign teams or users if needed. If the rule applies to everyone, just leave "All Users" selected. Then, click on "Create New".

3. On the next screen, you will select the dates and times the rule will be applied to. Make sure to select the "Within Timeframe" option, where you can specify the dates and times for the rule. Make sure to click on "Lock Phone" on the top right to prevent employees from selecting the task.

Once you do this, click on Save and the rule is ready to be used. You can also add any notifications (text message, sound, email) like you would do on a regular smart fence, but that step is optional.

One important thing to keep in mind is that the app will allow employees to select that task only during the time frame you selected, so when employees attempt to select that task outside of the time, they will get the following message:

If they are within the time frame but outside of the area, the app will notify them of this fact. Finally, if they are within the time frame and inside the correct area, the task selection will be successful.

Let us know your questions and thoughts in the comments section, we hope you can use this exciting feature to your advantage!

--Econz Team