Wednesday, September 25, 2019

Timesheet Enhancements

Hello everyone!

In this blog post we are going to show you something completely new, an enhancement that was added to the timesheet signoff functionality where you can view Overtime, Double Time and even data related to miles and expenses, all right there in the timesheet approval screen!

To enable this, go to the Administration tab and select "Configure Timesheet Settings":


Then go to the "Timesheet Details Custom Fields" section and there you will find two new options: the first one to enable Miles and Expenses columns (which will be captured in custom fields or forms by the employee), and the second one to show the overtime and double time columns:


As always, the data is captured by the employee out in the field, in this example we can see how miles and expenses are captured using the "Total Miles Traveled" and "Total Expenses" fields inside the "End of Day Form":


At the end of the period (in this example is the end of the week), then the employee will approve the timesheet:


At this point, the Manager would come in and approve the hours and here is what the additional columns look like in our current example:

(Click on image to enlarge)

We hope you get the best out of this new features, leave us a question or comment down below!

--Econz Team

Wednesday, September 18, 2019

New Mapping Features

Hello everyone!

We are very excited to announce a set of new features we have just implemented for our mapping functionality. Our GPS breadcrumbs now have a new face:

(Click on image to enlarge)

The first thing that pops up is that we have some circular icons with numbers in them, this is what we call "clusters". The numbers represent how many breadcrumbs can be found underneath them.


When you zoom in, you will start seeing more breadcrumbs and clusters with smaller numbers:


Until you completely zoom in and get to see only breadcrumbs:


Something else that's new is that now you can add colors and images to the stick figures. The default color is black as shown here:


We can go to Manage Users and click on the employee's ID or alternatively, click on this new icon found in the map:


This will bring the user's profile, where you can add a profile picture by clicking on the "Choose File" button and selecting the desired picture. Make sure that you are using a square image (resolution 500px x 500px, for example), since using a vertical or horizontal image will not be displayed correctly:


To change the color of the stick figure, you need to click on the blank field next to the "Map Icon Colour" section:



Doing that will open the color picker, so select the desired color and click on OK:


The color will be updated in the previous screen. When you are happy with the changes, click on the "Update" button:


Now, when you look at the user in the map, you will see the stick figure with the selected color as well as the employee's picture between the "Center on map" button and the User Name, as well as when clicking on the stick figure, which will also show additional options to view logs, tasks and the breadcrumb trail:

(Click on the image to enlarge)

Leave us any question or comment in the section below!

--Econz Team




Friday, September 13, 2019

New Options for Overtime Rules

Hello everyone!

In this blog post we want to talk about the new options we just added to overtime rules.

This will be useful in case you need to include weekends in your overtime calculations, so now you can set any hours on Saturday and Sunday to be either overtime or double time as desired.

To do this, go to the "Manage Overtime Rules" screen within the "Integration" section in the Administration tab:


Then, select the user type you want to apply the rule for, in this case, we want to do it for the "Field Technicians":


Next, click on the "Add New" button to create the new rule:


The following is an example of how the overtime and double time rules can be setup:

(Click on the image to enlarge)

In this case, we have applied our rules like this:

Overtime
  • Any time the user has more than 8 hours per day
  • Any time the user has more than 40 hours per week
  • Any time the user works on a Saturday
Double time (Extratime)
  • Any time the employee has more than 12 hours on a day
  • If the user worked on a Sunday

Also note right on the top that we applied the rule to start from January 1st, 2019. This is very important since anything prior to the day you select here will not enforce this overtime rules.

We hope you can use these new options to your advantage, let us know if you have any questions or comments.


--Econz Team

Thursday, September 5, 2019

My Details Page for Web Users

In this post we will cover a pretty nice new feature we have implemented for any type of user that can access the web portal, the "My Details" page!

When you log into the web portal, you will notice a stick figure icon on the top right, next to the "Help" and "Logout" icons:


When you click on it, you will be taken to a new screen where you can fill out your personal details, add a Security Question which will be useful when contacting in case you forgot your password, and also changing your own password, which we always recommend doing:


For security reasons make sure to use a strong password which can be accomplished by using a combination of uppercase and lowercase letters as well as numbers and special characters.

We hope you like this feature, let us know your thoughts in the comments section down below.


--Econz Team




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