Release Notes (May 2025)

Release Notes (May 2025)

Summary

This document will outline the items that will be released in the next system update. The next system release is scheduled for  May 22nd, 2025. If you have any questions regarding the notes listed below, please contact your designated Green Leaf representative(s).


General

Employee Custom Forms 

Custom Forms Workflow: Changed Modify to Submit

The Modify button that appears in the To-Do mailbox has been renamed to "Submit" so that it is more intuitive for users. When you click on the My To-Do mailbox, then the Modify button on the assigned Custom Form, the next Modify button is renamed to Submit and is used to finalize the form details.

When you click on the Modify primary action on the Custom Form, then the Modify button in the confirmation modal is changed to Submit.

Upon successful completion and submission of the form via the My To-Do mailbox, you are redirected to the To-Do list upon clicking OK on the completion message.

 

Employee Documents

Document Max File Upload Size Enforced

A maximum file upload size of 25MB is applied for all customers. The Document Max File Size fields for all companies are set to 25 MB by default.


Scheduling

Advanced Scheduling

New Look Add Shift 

The user experience for the Add Shift has been enhanced for ease of use, improving open shift visibility and shift assignment when the new look and feel toggle is enabled. The Add Shift option, available from Actions ellipse in the Open Shifts window, opens the new Add Shift side panel. You can add a new shift name and select the days of the week on which the new shift is to be added. All the necessary components are available for a new shift, including the shift types, shift times, cost centers, and assignments.

Various fields now allow for keyboard entry of values.

  • Shift Start Time and End Time allow for keyboard entry. The Total Hours field is automatically calculated and applied with the difference of start and end times including breaks, when Include Lunch in Time option is enabled in Schedule Settings. Users have the option to override the calculated value and enter an amount manually.

  • The Primary Cost Center field allows the user to type in the cost center name. Possible matches are displayed in a pop­up window for selection.

  • The Skill field allows the user to type in a skill name. Possible matches are displayed in a pop-up window for selection.

The Add Break option allows you to add a single break time.

Location & Details: Here you choose the cost center and skill for the position. An option is available to override the current color for the shift and then you may choose a new color.

This panel contains links for Add Credentials and Add Certifications, each of which opens a drop-down menu of available certifications and credentials with 'Is Scheduler' enabled.

Under Assignments, you have three options for assigning the shift:

  • Auto-assign (system chooses): This assigns the shift to the number of employees you enter in the Assigned Shift Count field.

  • I will choose one or more people: This opens an Assign To field to enter or choose employees from the '+' Browse and Select Employee window.

  • Leave unassigned (open shift)

 

Name: A new shift name may be added, if the name is not generated from a daily rule.

Under Extras, you can assign a Shift premium, a Day type, and Workday breakdown items to the shift. Notes display an icon to view entered notes. Choose Save to apply all changes to the schedule.

If selecting the Add New> Add Shift link for an employee in the Employee Shifts grid, the Add Shift panel contains an Assign Open Shift link. Selecting this link opens the Browse and Select Shift window for the employee. The link only appears on days selected with open shifts. Formerly, when clicking on an employee to add a new shift, there is an Add Shift button that opens the Browse and Select Shifts window, and then you would click Add New Shift.

New Look Employee Shifts Headcount

At the top of the Employee Shifts window, the open shift headcount and hours are displayed. This represents the number of employees scheduled for the day and the sum of hours, based on the applied filters. This information automatically refreshes on saved changes. 

Pasting Time Off

It has not been possible to paste a copied shift to a past date. Now, when a shift is copied, it may be pasted to a past date(s) as it does for a future date. 

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