Wednesday, March 24, 2021

Uploading Tasks with Coordinates using a CSV File

We are very glad to announce a much needed improvement we have done to our Task Upload system: loading tasks with coordinates using a CSV file. Many companies need to send out employees to remote locations that don't exactly have a specific address and need to make use of GPS related task features, such as Clock-in Lock or GPS Auto Task Change, so this is where this feature comes in.

The beautiful thing is that the process hasn't changed that much at all, if you check our article about loading Tasks with Default Fences, you'll notice it's pretty much the same!

So, on to the new part! Start by going to "Maintain Task/Customer List" within the Basic section of the Administration tab:

Next, select the team or teams where you wish to upload the tasks to and select the option called "Load tasks/customers from Comma Delimited File to selected teams:

Then, you will be shown the format that needs to be followed to upload tasks, notice how pretty much the only required field is column A with the name of the tasks, but to upload using coordinates, you will need to use columns R and S as shown here:

Select whether to append or replace the tasks list, according to what you need, then the list will be loaded and you will get this confirmation screen:

If everything is correct, click on the Save button to complete the tasks upload.

You can verify that the tasks have been correctly uploaded by going back to the team you loaded them to in the "Maintain Task/Customer List" section, then clicking on any of the jobs that should have coordinates. You will see something like this, notice the values set in the Latitude and Longitude boxes:

From then on, you can create a Custom SmartFence for each, or attach a default SmartFence to any number of them, and as we mentioned on a previous article, you can do this automatically with the same CSV file!

We hope you like this feature, let us know in case you have any comments or questions below.

Until next time!

--Econz Team

Thursday, March 18, 2021

Setting Up User Type Holiday Hours

 Hello everyone,

Today we are going to show you a wonderful new feature that companies can use to automatically allocate Holiday hours in timesheets. The idea behind is to provide visual feedback of the total hours that an employee should be getting on a specific worked Holiday, and allow Payroll Administrators to approve whether these hours should be counted towards the Timesheet.


Let's go over the requirements to enable this functionality. First, make sure that you have setup your desired User Types for each profile that is needed. To create and view the ones you have, go to the Administration tab and select "Manage User Types":

There you can view the different User Types that have been created to the account, in this example, we have created types Construction, Delivery, Office and Warehouse, according to the needs of our organization. Each of these will have an option to preset an amount of hours.

Now that we have our User Types, we can go back to the Administration tab and select "Configure Holiday Hours" from the Advanced section:


Here you can type and specify how many hours should the system suggest for each user type once the Timesheet is going to be approved. Enter your desired values and click on "Update" to proceed:


The last step is to enable the visibility of this feature in the Timesheet Approval screen, which is done in the "Configure Timesheet Settings" within the Staff section in the Administration tab:


Find the option called "Holiday Pay" and tick the check box. Finally, click on "Save" at the bottom of the screen.


At this point, there is nothing else to configure, then you can proceed the usual day-to-day! Employees would enter punches as usual using the mobile app, and by the end of the specified period, they would sign the timesheets and send them for approval:


Next, the Payroll Administrator would access the Timesheet Approval screen and click on the ID of the specific timesheet that is to be reviewed:


The timesheet screen would be shown as expected, but notice the new section at the bottom called "Holiday Entries":

Payroll Admins would be able to approve whether the hours should be included in the timesheet or not, depending on if the employee actually worked that day or any other criteria specified by the company itself.

We hope you like this great new feature, leave us any questions or comments below.

Until next time!

--Econz Team

Tuesday, March 9, 2021

Econz Wireless Integration with ADP Workforce Now®

 Below are a few examples to help potential and existing ADP® customers better understand
the data flow from our Timecard Workforce Management System and ADP Workforce Now®
platform. All data transfers (employees, cost codes, expenses, time and attendance) are done
using ADP Marketplace APIs.

Admin/Payroll Can Manage Single Sign-On To Onboard New Hires:

As an important part of any customer’s new hire process, Econz has created the ability to allow an admin/payroll manager to auto sync or manually add new employee data using ADP Marketplace APIs. A payroll manager can access the Timecard system from within ADP Workforce Now®. This simple process will allow a business to activate new workers and make them available to start collecting time within our Timecard application.

Configure Complex Jobs and Cost Codes:

A customer can configure our Timecard system to collect “Task – Job/Client/Location” as well as “Subtask – Cost Code/Activity” to be able to collect multiple levels of data in our system helping customer handle complex cost coding and even thousands of activity jobs. The configuration will allow employees to only see specific jobs and cost codes on their mobile devices. Job and Cost Codes can be configured via employee, trade, team, region, and more. This information represents location and cost code in ADP Workforce Now®.

Merge Jobs and Cost Codes Into ADP Workforce Now® (using APIs)

Within our Timecard workforce management system, Econz can configure the ability to transfer data as “Task.Subtask” to the “Temporary cost Number” Field within ADP Workforce Now® utilizing the ADP APIs.

Aprove Timesheets

Once the time and attendance information has been collected, supervisors, payroll managers, and general managers can approve the time for each of their workers and then in turn, make it ready for the data transfer within the payroll data batch. This is showing the task and the subtask collected by the worker. Note the approval can be completed on the dashboard or through our FREE Supervisor mobile application

Approve Final Timecards

Once the time has been approved by a manager, the client can go into our ADP payroll Batch Section to do a final review before sending the data to ADP Workforce Now® utilizing the sync features.