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