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New features for 5.1 are:
- The schedule maintenance module automatically partitions the schedule window. When horizontal scrolling is applied, Location and Shift columns automatically remain stationary.
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The automatic Location and Shift partition is cleaner, neater and smaller than the old manual style. The result is a better display and more information.
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The Location columns (in the Schedule maintenance grid) may display the Location description and the Location notes. It is now easier to make scheduling decisions based upon specific Location information.
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The Shift columns (in the Schedule maintenance grid) may display the Shift description as well as the start & end times. This is great for organizations with large numbers of shifts. Identifying specific shifts and their associated times is easier than ever.
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The Booking columns (in the Schedule maintenance grid) may display more Booking information. In addition to displaying the Employee name, you can now choose to display the Employee Type, Booking start & end times and the Booking notes. This means greater control and more at–a–glance Booking information on the grid.
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Booking cell sizes can be adjusted to provide more space for all of the new information being displayed. All cells in the Schedule maintenance grid can be resized horizontally and vertically.
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All icons and graphical images have been improved greatly.
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Subtle changes to the general color scheme have been made.
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Improved performance, speeds up a number of functions.
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When scheduling employees, the employee selection list is automatically sized to make the most of your display area.
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The Daily Sign in Roster and the Daily Roster By Shift reports allow for filtering by Employee Type.
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The Employee List report allows you to list active employees only.
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A Time Off Detail report has been added. Listed is each employee’s Time off for specified date ranges.
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The Time Off Chart report has the ability to list Time–off (ie. Vacation) recorded into the future. Even when no schedules exist.
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An Activity Variance Detail report has been added. Compares defined shift hours with actual hours worked. Helps to spot deficiencies and determine over–time hours. Filter by Location, Employee Type and specified date ranges.
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An Activity Variance Summary report has been added. Compares total shift hours with actual hours worked. Helps to spot deficiencies and determine over–time hours. Filter by Location, Employee Type and specified date ranges.
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When employees have been removed from bookings – as a result of time–off being taken – the Live Schedule report now prints the reason.
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Time Tracker now uses the term “Comp” for Compensation Time (formerly “Lieu” time). The majority of our users are more familiar with the term.
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A few minor bugs have been identified and promptly fixed.
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More changes are under development and are due shortly...
Version 4.
- Report column headings that had date information are no longer abbreviated. It makes them a little easier to read.
- The report "Schedule Roster by Shift" now includes booking notes to provide more detailed reporting.
- The reports "Live Schedule" and "Schedule Pattern" now include booking notes. The notes can be included or excluded. They can also be sized to a desired number of rows.
- Time Tracker reports and the Live Schedule window now clearly distinguish statutory holidays.
- The "Time-off" report now accumulates lieu time earned.
- Pop-up calendars have been improved.
- There is a new "Employee Calendar" report. It shows employee activity in a calendar style.
- Schedule Patterns now show the full date on column headings.
- Schedule Patterns have the same "swap" and "replace" functionality as applied in Live Schedules.
- Bookings can now start on the "current", "previous" or "next" day.
- Warning messages will now tell you the shifts that conflict with bookings start and end times. This makes it easier to assess the conflict. This also enables you to define shifts as "unavailable" and track staff that are deemed as such.
- No longer will you needlessly be warned when an employee works multiple shifts on the same day.
- There are the new reports "Live Schedule Coverage" and "Schedule Pattern Coverage" that analyze your organizations coverage.
- Time Tracker will warn you when recording Time-off that conflicts with an existing booking. You now have the option to directly remove the booking in conflict.
- Time Tracker will alert you when booking for a date that conflicts with Time-off. It will tell you the specific Time-off type. This will enable you to clearly distinguish if the conflicting Time-off type is of a designation such as "Awaiting Approval" or "Unconfirmed".
- Warning messages will be given when an employee is being booked for more than the maximum consecutive days.
- The reports "Activity Detail", "Activity Summary" and "Booking Detail" now allow for filtering by location. This is an ideal feature for organizations with many locations being scheduled.
- The help text has been greatly enhanced.
- A manual is now available in Microsoft Word format
- "Schedule" reports now show rows that are blank. These reports now also have the option to start on a new page for each new location and to provide totals based on the location.
- Schedule maintenance is now easier perform. The "Row" component of the "Schedule Properties" is easier to use. This improvement is very helpful for organizations with a high number of location and shift combinations to maintain.
- Location Definitions now allow you to record location notes. Use it for recording any additional information about a location (address, duties, etc.).
- When Live Schedules are being created you can now pick and choose which Schedule Patterns are to be implemented.
- Copy & Paste has been greatly enhanced. You can now block huge sections of bookings to copy and paste. You can even block whole schedules if you like. You can copy and paste from one Live Scheduling period to another. You can also copy from a Schedule Pattern to a Live Schedule (and vice-versa). This feature can really save a lot of work. It even has many advanced features that allow you to finely tune the paste process. Keyboard commands "CTRL-C", "CTRL-V" and "DEL" have been added for easier manipulation of blocked bookings.
- A global toolbar has been added to facilitate easier access for commonly used modules.
- The employee data entry module no longer automatically fills in the employee start date.
- A new report "Live Schedule Calendar" has been added.
- Reminders (i.e. certification, License, etc.) can now be added for each employee. Alerts will be issued when bookings are being recorded when reminders are due. Outstanding reminders can also be examined on the supplementary "Reminders" report.
- Schedule Patterning can now be lengthened or shortened. The Schedule Pattern relative dates can also be adjusted.
- Live Schedules can now have fixed or variable lengths. The new variable length schedules are real asset for organization that need to schedule for fluctuating periods of time (i.e. varying project lengths, monthly periods, etc.)
- Improved color orientation
- The report "Time-off" allows you to filter for those employees with Time-off only.
- Time Tracker now has Import / Export capabilities with Microsoft Excel. It is a fast way to quickly and accurately share information with other applications or to create your own reports. The import feature allows you to load employee information from Excel spreadsheets. Time Tracker pre-checks your data for errors before importing information. Problems are easily identified and corrected. Time Tracker also exports booking information to Excel Spreadsheets. You can use this information to create your own reports or to export to other applications.
- The employee selection list (as presented when bookings are being made) has a new column titled "Overlap". This column now displays information about other events (for each employee) that could conflict with the current booking. Such events can be a "Booking", "Vacation", "Sick", "Other" or "Lieu". You can easily identify employees with conflicts before selecting them.
- The employee selection list (as presented when bookings are being made) will now retain any changes that you make to it; either temporarily or permanently. Such changes may be column widths, sorted order or sequence (ascending or descending). Set this list up the way you like and have it function the way you need it to - every time.
A complete list of features and side-by-side comparisons are available on the
Employee Scheduling Software Review HomePage.
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