Friday, March 24, 2023

Allocating all time to clock in day for overnight shifts

Hello everyone, we have a very interesting topic today. This is intended for those companies whose employees work during the night, so it's expected that their shifts overlap two separate days.

By using this new feature, our system will provide you with overtime and extra time calculations based on the whole shift that was clocked in, regardless of if the employees started one day and finished on the next one.

The idea here is that in order to provide accurate timesheet information, if an employee worked overtime, for example, then that time would be allocated to the one day shift (taking the hours from the moment the system registered a clock in, until the clock out). This is, as opposed to cutting the days from 12:00 AM until clock out, and then the clock in the next evening until the following 12:00 AM.

This is very important, because on overnight staff there can be moments where there is OT right in the payroll cutoff time, so applying this setting can be the difference of when an employee would get the correct amount of paid hours.

Also, one more thing to consider is that hourly employees might need to attend during different scheduled times, so it's crucial that the correct amount of hours is allocated to the right shift, instead of placing hours incorrectly by following the Calendar days. 

To set this up, start from the Administration tab and go to "Manage Overtime Rules" in the Payroll section:

Then, select the User Type you wish to manage the OT rules for and click on "Manage":

In this example, we are adding a new rule, so we need to tick the checkbox for the option "Allocate all time to clock in day":

That's all you need! From the start date that the rule is created for and onwards, time will be automatically calculated for overnight employees, including overtime and extra time.

Hope you like this enhancement, let us know if you have any questions or comments below.

Until next time...!

--Econz Team

Thursday, March 9, 2023

New Feature: Moving Tasks Between Teams

Sometimes, you just need to move tasks from one team to another. Maybe the company underwent some staff changes and a new team will take some tasks that another was working on and will no longer need. Perhaps, a person in charge of managing tasks might have uploaded them to the wrong team and you just need a quick fix. If any of those scenarios sound familiar, this is the feature for you!

We have added new functionality that will enable you to move tasks from one team to another. Originally, you would to need copy the tasks to the new team, and then delete the original tasks. In some cases, you may have hundreds of specific tasks that need to be moved, so it can take a lot of time to get rid of them, so we thought of a good way to make your life easier, as we always do.

For this, you would go to the "Maintain Task/Customer List" section in the Administration tab:

Then, let's say we have a few selected tasks from our "Region B" team, that need to be added to our "Region C" team. What we do, is just tick the tasks that we want to move as a first step:

Then, while having selected the tasks and seeing them checked on the screen, we select the team we want to move them to, in this case, "Region C":

Next, we open the dropdown menu and select the appropriate option:

Note that, we are able to do the same but moving subtasks from a task to another, within the same team. So, after selecting to move the selected tasks, we can verify the original team where the jobs where moved from and see that they are no longer there:

And finally, we confirm in our "Region C" team, that the new tasks have been populated:

That's all for this time, stay tuned for more exciting news!

--Econz Team