Release Notes (August 2024)

Release Notes (August 2024)

Summary

This document will outline the items that will be released in the next system update. The next system release is scheduled for August 16, 2024. If you have any questions regarding the notes listed below, please contact your designated Green Leaf representative(s).


General

Employee Group Security Permission and Menu Verbiage Updates

To improve usability and search functionality, names of group security items have been updated, as well as some menu options, to more clearly indicate their purpose.



For reports that support charts, a new feature is available that will suggest popular chart configuration settings when users choose to display report data via a chart, which makes it easier to add a chart to show report data. When users choose the "View Charts & Data" or the "View Charts" option, they will have the option to create a chart, select an existing chart, or select a "Recommend Chart" for the report. Recommended charts are charts that our proprietary data has indicated are often used with the selected report data. Using Recommend Chart rather than creating a chart manually saves users time and effort, while displaying their data in a tried-and true format. After a user has added a recommended chart, they can edit or delete it as with any other chart.

This feature is also available in the Report Hub's Report Builder functionality. In the Report Builder, users can choose the Recommend Charts link. Every time a user selects the Recommend Charts link, a random selection of available charts will be shown from which they can choose. Charts are recommended based on the data columns included in the report.



Time & Labor Management (TLM)

Time Off Utilization

An adjustment was required for the compatible use of Reapply Utilization and Check Projected Balances on Date of Request options selected to ensure that time off dates are prioritized over the sequence in which they are submitted or approved.

Meal and Break Compliance: Washington

To report on lunch and break time compliance, a new report is available within the Team > Time > Reports > Calculated Reports > Lunch And Break report. Located in the upper right of the page, a new View Compliance option is available. When chosen, the new view is of the new Lunch & Break Compliance report. 

Skip Public Holiday

There has been a difference in the behavior between time off requests where a Scheduler profile is assigned, compared to when the Scheduler profile is not assigned regarding how it handles time across a public holiday. With Scheduler enabled, the holiday was included in the range of time off requested. 

What's New: With this enhancement, time off that crosses a holiday with a Scheduler profile skip over the holiday and alerts the user that the holiday is being skipped.

Time Off Error Message

When a user applied for a Days' time off and the request is out of the pay period range, the system was returning an error message of 'System Access Prevents Adding Time'. This message has been changed to a more descriptive one.

Exclude Zero Hour Calculated 

When exporting calculated records to Payroll Metrics, there has been no way to eliminate any zero hour calculated records. These records could result in an error with processing. Therefore, within the Processing Rules and using the Conditional Check If Total Hours Under Minimum, you may choose to remove records when the total hours per day, week, or pay period is less than 0.00. - OR - a new Calculated Time Entry Records option has been created for $CalculatedTimeEntryRecordsWithoutZeroHourRecords$. This is essentially the same as $CalculatedTimeEntryRecords$ but would exclude any zero-hour records created by pay calculation steps.


Scheduling

Copy/Paste Shifts

Clicking on a shift in the Day, Week, or Month view provided the shift details, but not a quick way for the user to delete or copy the shift. Now, when selecting a shift, a window displays options for Manage Shift, Copy, and Remove. Manage Shift opens the shift details for editing, Copy allows for pasting onto another employee or day, and Remove deletes the shift. Both Copy and Remove have subsequent confirmation messages that allow you to continue or cancel the transaction. Validations are in place to ensure rules and policies are followed.

Bug Fixes

Schedules: Changing the cost center in Schedule Daily Rule not updating existing schedules
Previously, when a user updated a cost center on a Schedule Daily Rule, sometimes existing schedules were not changed to match. This has been fixed, and when users update a cost center on a Schedule Daily Rule existing schedules will now change as expected.

Schedules: Internal System Error when trying to access the Manage Open Shifts page
When scheduling managers or admins selected the Manage Open Shifts page, sometimes they received an Internal System Error; managers and admins had the appropriate permissions. This has been fixed, and users with appropriate permissions can now open the Manage Open Shifts page successfully.

Schedules: Skills filter ignores Time Offs
When filtering the schedule views (Daily, Weekly, Monthly) for skills, the system included employees who had time off entries during the selected date range, as well as skills that were not included in the filter. This has been fixed, and the schedule views filters now return the expected results.


HR

Support for Base Compensation Notes

Within the Base Compensation Widget on the employee record, we have the ability to add a note to each base compensation line and these notes can also be viewed within the Base Compensation History Report. In this release, in addition to the employee record, we are adding support for Base Compensation notes in the following areas of the product.
  1. HR Actions: Regular, Hire, Rehire, Termination
  2. Manual Hire page

Base Compensation Widget: Column Heading Updated and Properly Translated

The PP column heading within the Base Compensation widget of employee profiles has been updated to PP In Year (Pay Periods in Year).


Benefits

Edit Icon for Beneficiaries in My Benefits Updated

During non-enrollment periods, employees can edit their beneficiaries. Previously, it wasn't clear to the employee how to do this from the My Info > My Benefits > Benefit Plans page. Originally there was just an edit icon (pencil) and not all employees understood that they could edit their beneficiaries by selecting this icon. Now, we've updated the icon with helpful text and it now displays as Edit beneficiaries.



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