Tuesday, December 18, 2018

Update to Leave Request Functionality

On a previous post, we had talked about the Leave Request functionality, where field employees can apply for Sick and Vacation Leaves so that an Administrator can Approve or Reject this request.

We have added new functionality to this same module that will assist Managers adding vacation and sick time for employees that don't have the device in hand or don't have any device at all but are in the system and need to request for a leave.

To add a Leave Request from the Web Portal, go to the Administration tab and select "Manage Leave Applications":

Then, click on the "Add New" button:

Enter the appropriate User name, Leave Type, Start and End times and a Comment. Once you are happy with the entry, click on "Save":

This will add the Leave Request in the system and it will be shown on a number of reports, such as the "Sage Timberline Import Report". Note that you will be able to filter the dates even in advance, if the request was done for a future date:

In addition to that, but the Timesheet Signoff screen will also provide the details to the employee of the approved requests and the dates they correspond to.

We hope you like this feature, leave us a comment or question in case you would like to contact us.

--Econz Team

Tuesday, December 4, 2018

Advanced understanding of the Clock In/Out Exception Report Features

On this post we are going to cover the topic of Clock In/Out Exception Rules. These are rules that can be setup to keep track of employees that haven't clocked in or out within a specific time frame. 

Whenever an employee triggers one of these rules depending on the conditions that you have setup, an entry will be created on the "Clock In/Out Exception Report".

To set this up, you need to go to the Administration tab and select "Rules, Action and Fences":

Next, select the option called "Customer Service":

Once inside, click on "Add New Customer Service":

You will notice that this is very similar to creating a Smart Fence, so go ahead and enter a meaningful name for the rule, we recommend to use the same name on the subsequent steps as to make it easier to manage. Choose which users the rule will be applied to and then click on "Create New":

On the next step you will be able to select the rule, be it "Clocked IN or OUT Outside Allocated Time Window". You will also be asked to set a time frame, make sure to select the appropriate week days and times:

Notice the option called "Trigger Immediately". If this option is disabled, the Clock In/Out Exception Report will not show the missed event until 48 hours have passed (just in case the event is queued on the phone - this is to prevent false positive detections). So, if the employee doesn't do anything within this time frame, an entry will be created according to the rules.

As an example, if an employee forgot to clock in on December 1st, then, if the employee hasn't clocked in by December 3rd an entry will be shown of this punch having been missed on the 1st. But, if the employee missed the punch on the 1st but clocked in until the 2nd, then an entry will be shown, specifying that the employee missed the punch on December 1st.

On the other hand, by turning on the "triggered immediately" tick box option, an entry will be shown once the server has detected that the user hasn't clocked in or out at the specified time when the time frame begins.

Here is a sample of what the report would look like on different scenarios, the entries that have "Delayed Check" are created with "Triggered Immediately" disabled, and the the ones with "Immediate Check", have it enabled:

Let us know if you have any questions or contact our Support Team who will be more than glad to assist you with anything you need.

--Econz Team