Friday, October 26, 2018

GPS Auto Change Tasks

Hello everyone!

On this post we have a really useful feature for those companies that want to make use of the application's GPS capabilities to make life easier for their employees. We will show you how to set up tasks so they can be changed automatically using the employees' location.

The first step is to make sure that you have tasks with addresses. If the project doesn't have a specific address, make sure that you use the coordinates instead:

Also, notice with the SmartFence section is set to Default, this is very important since we will setup the Default SmartFence to trigger the automatic changing of tasks. This is done as follows:

In the Administration tab, select "Rules, Action and Fences" and select the "Manage SmartFences"option. For this, you will only work with the Default rule. We are going to create two rules and apply both to the Default one.

The first rule is going to be used to start each task when an employee is entering an area. On the first screen, set the radius to your desired size and click on the "Create New" button, then you are taken to the Rules section. Here, select "Entering Area" and name the rule using the terminology that suits your company the best:

Then, click on "Create New Action". This next step is where you will set the Automatic Field Device Event, so select "Change Task". In this case, since we want to be able to change to any task using the location, make sure to leave "Set Task Info" unchecked.

Then you can save it and go back to the previous screen, where you can click again on "Save" to go where you entered the radius.

Next, click on "Create New", we are going to add the rule to switch to Travel when the employees leave the area. You will notice that the process is almost the same. Create a "Leaving Area" rule and name it Travel or whatever works for you:

Then, click on "Create New Action", this time we will use the same Change Task event but we will check "Set Task Info". This will enable us to select the specific Task that will be selected when the employee leaves the area:

You will get a drop down menu with all the tasks for all the teams, so make sure you select the appropriate one. Save it and go back until you are at the first screen (where you set the radius) and click on "Save". With this, the rules are ready to be used.

At the beginning of the day, employees will need co clock in to activate the GPS tracking. Here is an example of what it looks like on their History:

And this is how the tasks are shown in the Timecard Task Detail Report:

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

--Econz Team

Tuesday, October 23, 2018

Approve Unsubmitted Timesheets

Our Timesheet Signoff feature has been updated with new functionality that will allow you to approve timesheets even if the employee hasn't signed them.

This feature will only be available for Payroll Admins, and it's recommended to be used on cases where the employee is out on vacation and can't sign his/her timesheets or that the phone has been lost or damaged.

In order to do this, make sure you are logged into the web portal as a Payroll Administrator and go to the Approve Timesheet section on the Administrator tab. You will be able to easily find any Unsubmitted timesheets since they are colored in blue. Of course, you can always use the Status filter to focus only on them:

Find the timesheet you are looking for and click on "Not Available" on the ID column. You should see the following screen:

Notice how the Approve radial buttons are disabled, but you can see the total times for the hours the employees have clocked. Click on the "Submit for Employee" button to proceed.

Once you do that, then you will see the familiar Timesheet Approval view, where you can approve and edit timesheets as you would normally do:

Once you are ready, approve the timesheets by clicking on the "Save" button. After this, the timesheet will have been properly approved:

Finally, something very important to mention is that the Timesheet Event Report will generate an entry indicating that the timesheet was approved without the user's input, in order for Management to keep that as a backup and for future reference:

We are always trying to make your life easier and we can do this with your valuable feedback, so make sure to leave us any questions in the comments section.

--Econz Team

Friday, October 5, 2018

Enhancements to Edit User Events Screen

We have added a simple but very useful enhancement to the Edit User Events section, as always trying to make your life easier.

You may recall that on this specific section you used to be able to edit one day at a time, but now you can use the date filters to edit a whole period, if you need to.

Make sure to use either the Team or User filters when you use this functionality, you will get a message reminding you about this in case you don't:

So, once you have your teams or users selected, along with the time frame you would like to see, click on the Filter button and now you can get to work!

We hope you like this improvement, make sure to leave us any thoughts in the comments section below!

--Econz Team