Tuesday, June 27, 2023

Maintain Task/Customer List For Workers: Manpower Edition

Hello everyone, today we are back with a new feature! Always thinking of better ways to make your life easier and help you be faster and more efficient at work, we have engineered a feature that will allow you to load tasks to individual users that haven't been added to a specific team. This is very useful because originally, if you wanted to assign specific projects to only one person, you had to create a team just for that one employee, load tasks for that person, and repeat the same process for every other staff member that needed it. While that still is pretty easy to do with our system, we enabled an even quicker method of taking care of that.

Let's see how to set it up! First, we go to the Administration tab and select "Preferences", from the "Basic" section.

Next, scroll to the bottom and tick the new "Has Field Worker Tasks" option, then click the Save button on the bottom left of the screen.

Once you go back to the main Administration section, you will notice a new entry called "Maintain Task/Customer List For Workers":

You will notice a familiar face, this section is pretty similar to the original "Maintain Task/Customer List", but instead of having a list of teams on the left column, we now have a list of Field Workers. From here, you will be able to load tasks for an employee, ideally one that is not assigned to a team, but keep in mind that if you do upload tasks for someone that belongs to a team, then these new tasks list will override the previous selection of jobs.

The beauty of this new functionality is that you don't even need to click on the names, you can use a CSV file and load the tasks and subtasks, just like you would do on multiple teams, but this time, it's on multiple employees. Open the dropdown menu and select "Load tasks/subtasks for specified employees using the Manpower CSV format".

This time, following the format from the example, we would use column A to put the employees' Device IDs, column B would have the Tasks and C, the SubTasks. same as uploading tasks to multiple teams, if you have a task with several subtasks, make sure to list all of the subtasks on column C, and to use the same task that these should go to on column B.

Click on the image to enlarge

The rest of the columns are optional, you can use them to set a job start and end time, address, and even smart fences if you wish so! Finally, find and select your file to upload it, append or replace the list to the existing tasks and save it. Now all of your employees can have their own individual set of tasks and subtasks!

That's all for now, stay tuned for some interesting announcements to come...!

--Econz Team

Monday, June 19, 2023

Adding Travel and Slipseat Codes for the Timesheet Approval Process

 Hello everyone! Today we would like to keep building upon the topic of pay codes that go hand in hand with our ADP integration. This time, we want to show you how to add Travel and Slipsear codes so they can be used for the timesheet approval process. As you are probably aware, using different specific codes for timesheets will enable you to create more accurate timesheets and abide by the different regulations depending on your location.

To set this up, we would start by going to the "Approve Timesheets" section within the Administration tab.

On the next step, we need to select the option to submit the timesheet for the employee, please note that this option is only available if the timesheet hasn't been submitted from the application on the device).

Click on image to enlarge

Once the timesheet has been submitted, make sure to select the correct code on the "Pay Code Entries" section, which means SSP for "Slipseat Pay", and TRP for "Travel Pay". Then, you need to select whether it's an amount of dollars or a value of hours. Check out the following examples for both types of values:

SSP code with amount of USD

TRP code with amount of USD

TRP code with amount of Hours

Then, you can approve the timesheet and click the "Save" button to complete it.

You can tick the checkbox and approve all tasks in the timesheet at once.

Then click the "Save" button

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

--Econz Team

Friday, June 2, 2023

New User Type: the Junior Office Admin

Hello everyone! Today we want to tell you about a new user type we have introduced to the list of different access types we provide to Web Portal Users. "Why so many?", you might ask? Well, flexibility is the name of the game. We are always thinking of ways to improve our system and provide as much flexibility to companies as possible, which means bringing different types of administrator rights depending on multiple needs.

Sometimes you may want to have someone just manage timesheets and nothing else. Other times, you want just that but limit the visibility to certain teams or users. We even have an option to assign specific projects to Managers so they can approve timesheets for the projects they oversee, regardless of the team the user belongs to. With these examples, you can see the value of having different access options for different scenarios. It's the same as in an operating system like Linux, where you can manage permissions and ownership for users, groups, and all others to resources such as directories and files; by providing levels of access, you are enforcing a tighter security to your valuable company information.

With that being said, the protagonist to today's tale is the "Junior Office Admin". As the title implies, these are a variant of the Office Admin user type, which, as you might remember, is able to approve timesheets for everyone, even being able to filter exactly whose timesheets they will approve. The main difference, and what makes it "junior" in this scenario, is that this user will not be able to remove users from the system; something that usually requires more rank or responsibility to perform.

Setting it up is very easy! We start by going to the Administration tab and selecting "Manage Users", within the Staff section:

Then, click the "Add New" button on the top left of the screen:

On the next section, you can fill out the information for that person's profile, here is an example:

After you are done and have entered a secure password, click the "Add New" button on the bottom left of the screen:

After that, the profile will have been created and it's ready for use:

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

--Econz Team