Version 4.1 is a minor release with some new features, many significant enhancements to existing modules, and a large number of bug fixes.
New Features
- Add recurring shifts to published schedules: Schedulers can now create a new recurring shift series in a recurring schedule that has already been published.
- Automatic Work Assignment premiums: Premiums can be linked with a work assignment. When the Work Assignment is added to a shift, RecStaff automatically applies the premium and keeps it aligned with subsequent scheduling changes.
- Work Assignment Grid view export for entire schedule: Schedulers can export the Work Assignments grid view for an entire schedule as a single PDF. Each day begins on a new page and can continue onto additional pages.
Enhancements
- Shift audit history now remains connected even when a shift changes from assigned to open and is later reassigned.
- Shift submissions can now be restricted to only certain roles in the department
- Shift submission listings now include icons to indicate which submissions have notes
- Employee ID now shows in the name field of the shift detail dialogue
- Employee calendars now show shifts up to 1 year in the future (up from 6 months)
- Highlighting for missing pay mappings on payroll period report is now blue (red is for OT)
- First four columns in the employee listing (employee ID, name, mobile and email) can now be selected with a mouse for copying
- Schedulers can include archived Schedule Types and schedules in searches and view historical schedules in read-only form.
- Shift Board Enhancements:
- Schedulers can be notified by email of any posting (regardless of urgent lead time)
- Staff can now request notification by email whenever a shift is posted to the shiftboard
- Staff can now submit pickup requests when they have a conflict if the overlap amount (in minutes) is lower than a limit set by managers / schedulers
- Schedulers can be notified by email of any new pickup requests on the shiftboard
- New option to suppress messages from urgent postings if the shift has been posted for another staff member
- General Reporting
- The Payroll Summary report now supports date ranges and Excel export.
- The Work Assignment Summary report now supports date ranges and Excel export.
- The Hours by Role Summary report now supports date ranges and Excel to export.
- The Staff Availability Report now follows the week layout of your Schedule Type, so it matches your schedule. It also has improved role and employee filters.
- Credential Listing report has been enhanced to allow searching historical data (such as archived credentials) and inactive/closed accounts
- Visual Schedule Builder
- Clicking staff assignment on shift canvas now unlocks the staff pick list
- When a scheduler moves from one shift to another, the staff pick list updates its availability. While it is refreshing it is now greyed out until it has the up to date information
- Recurring Shifts and Auto-copying
- When creating a lesson set, label on source shift becomes the initial lesson set name
- Added option to start session schedule auto-copying from week 0
- When selecting shifts in a series, clicking anywhere in the row selects the checkbox
- When selecting shifts in a series, “Apply to Remaining” now begins with the schedule being edited.
- New warning that splitting a shift disconnects the resulting shifts from their recurring series.
- Payroll
- Payroll mappings can now include schedule types and premiums as criteria
- Highlighting for missing pay mappings on payroll period report is now blue (red is for OT)
Bug fixes
- Corrected issue where editing shift through dialogue could disconnect shift from series
- Resolved issue with shift listing where selecting an employee and a large date range would fail to return a result
- Fixed issue where using shift detail dialogue to change from assigned to open shifts in pending schedules was failing
- Fixed issue where using shift detail dialogue to apply edits to recurring series failed if the series include both published and unpublished schedules
- Corrected issue where "Opt out of urgent posting" option was not showing in department sections of employee or user profile after being enabled in the settings
- Fixed issue where shift editors using the direct add shift function were being incorrectly limited from seeing certain future schedules
- Fixed issue in Shift Submission listing where page size setting was not being applied as soon as it was changed
- Removed "Request Info" button from shift submission dialogue when submission already had that status
- Corrected issue with schedule auto-copying where generating schedules that crossed in to following year could end up with incorrect week numbering
- Fixed an issue with reassigning a shift to Open from the Manager Dashboard.
- Fixed open shifts being labeled with a manager's name in the Verify dialog.
- Fixed an issue where posting, unposting, or splitting a shift could fail in the Visual Schedule Builder's single-day view.
- Fixed date and access problems affecting shift editors when adding shifts directly from a dashboard.
- Fixed an issue where changing a shift's date through the shift dialogue could change its start or end time incorrectly
- Fixed a case where splitting a shift after changing its date could assign the resulting shift the wrong work date.
- Fixed a case where changing schedules in the shift-submission editor did not refresh the available shift times.
- Fixed an error that could occur when adding a recurring shift to schedules with partial weeks at the beginning or end of a series.
- Fixed resource and conflict checks that could incorrectly include schedule templates.
- Fixed cases where the Visual Schedule Builder or Hours View did not return to the previous scroll position after an edit.
- Fixed an issue where filtering the Employee List by department would hide an employee's other departments in the list and profile.
- Fixed a case where archived credentials could still appear in employee credential warnings.
- Fixed an issue where republishing a schedule could create blank messages.
- Fixed missing or unclear confirmation and error messages when adding, editing, or deleting Message Board posts.
- Fixed a case where staff without facilities in their profile could not sign in.
- Fixed missing public Day Sheets for departments with unrestricted visibility.
- Fixed an issue that could prevent the Availability Report from loading.
- Corrected a misleading “no Time Blocks” message.
- Removed a duplicate Visual Schedule Builder icon shown to some users with overlapping permissions.
- Prevent users from changing the department of a schedule type