We’re excited to announce the release of several new and improved features as part of our September update. These enhancements are designed to streamline your workflow, improve functionality, and provide a better overall experience. Below, you’ll find links to detailed guides about each feature.
We encourage you to explore these updates and see how they can benefit your day-to-day operations.
Quick Links
Independent Contractor Onboarding Flow
Admin Ability to Reset Employee MFA
Consistent Landing Page for Mobile and Web Apps
Rehire and Reinstate Functionality for Terminated Employees
Auto Re-costing on Roster Publish
Updates to MYOB Employee Onboarding Forms
Document Templates in Onboarding
Streamlined Right to Work Section
Standard Hours Configuration in Onboarding
Android 14 Targeting and React Native Upgrade
Onboarding Sync to Pay Engine Issue
Timesheet Cost Centre Removal Issue
Minimum and Maximum Shifts Update Issue
"Unsaved Changes" Alert Issue in Document Templates
Employment Type Disabled for Rehire of Independent Contractors
Key Features
Independent Contractor Onboarding Flow
Overview: We’ve introduced a new employment type, “Independent Contractor,” for streamlined onboarding of contractors without requiring Tax and Superannuation details. This enhancement is designed to improve efficiency for users managing contractors.
Key Benefits:
- Streamlined Onboarding: Administrators can now create onboarding flows that exclude Tax Declaration and Superannuation steps, reducing unnecessary paperwork for Independent Contractors.
- Enhanced Flexibility: Super Users can customize and publish onboarding forms, allowing them to tailor the process for contractors as needed.
- Improved Compliance: Warnings and audit logs ensure that any removal of mandatory steps is acknowledged, providing a clear audit trail for compliance purposes.
- Article: New Employment Type: Independent Contractor
These changes make it easier to onboard contractors while maintaining flexibility and control over the process.
User Experience Improvements
Admin Ability to Reset Employee MFA
Overview: Admins can now reset Multi-Factor Authentication (MFA) for employees directly, reducing the need to raise support tickets. This update is designed to ease the support burden while ensuring secure access controls.
Key Benefits:
- Simplified MFA Reset: Admins can reset MFA for employees, streamlining the process and saving time.
- Enhanced Security: Admins can only reset MFA for employees who do not have access to other locations or companies that the admin does not oversee, ensuring no unauthorized data access.
- Clear Communication: If an employee’s MFA cannot be reset by an admin, a clear message will be provided, guiding them to contact support.
- Loom video: https://www.loom.com/share/2ff36c5b47914662b2ab66457107c651?sid=26e32aa2-1af3-48d8-8926-071d31c42298
This update maintains data privacy while empowering admins to manage MFA resets effectively.
Consistent Landing Page for Mobile and Web Apps
Overview: We’ve aligned the landing home pages of the mobile and web apps to provide a consistent user experience. Users can now easily access key features across both platforms, including all relevant tabs and the user profile section.
Key Benefits:
- Unified Experience: The mobile and web app landing pages now feature the same tabs, ensuring a seamless experience when switching between platforms.
- Improved Navigation: Quick access to important sections such as available shifts, roster, leave & availability, documents, payroll, expenses, clock-in/out, benefits, and learning academy.
- Easy Profile Access: The user profile is conveniently located in the top right corner for both apps, making it easy to manage your settings.
This update enhances the usability and consistency of the mobile and web app interfaces, providing a smoother experience for onboarding users.
Desktop and mobile view screenshots of how this will appear for the default employee permission.
Rehire and Reinstate Functionality for Terminated Employees
Overview: We’ve introduced new functionality that allows users to easily rehire or reinstate terminated employees. This update includes customizable settings for a reinstatement window, enhanced payroll integration, and improved flexibility for managing agreements.
Key Benefits:
- Rehire & Reinstate Options: After termination, admins can now choose to rehire or reinstate employees directly from the Employee Status section, simplifying the process.
- Customizable Reinstatement Period: A new setting in Company Settings allows admins to define a reinstatement window, ensuring compliance with internal policies.
- Payroll Flexibility: When rehiring, users can create a new payroll profile or reuse the existing one. For reinstating, the existing payroll profile is automatically reactivated.
- Agreement Updates: Managers with Payroll and above permissions can update the agreements assigned to terminated employees, allowing the rehire-able window to be shortened or extended depending on the agreement’s probation period. By default this is set at 3 months.
- Restored Payroll Profiles: When a deleted employee is restored, their previous payroll profile is automatically linked back during the employee update/sync process.
- Clear Guidance: If the reinstatement window has passed, the “Reinstate” button will be inactive, with a tooltip explaining the limitation.
- Loom video: https://www.loom.com/share/f32a07cde54b485cb7041230424dd337?sid=9e0158ee-de87-4a98-819c-cef7d1eaeb24
- Article: Rehire or Reinstate a Terminated Employee
This update streamlines the rehire and reinstatement process, offering admins more control, flexibility, and reduced manual tasks.
Auto Re-costing on Roster Publish
Overview: We’ve introduced automatic re-costing when publishing rosters to ensure roster costs are always up-to-date and accurate. This enhancement resolves reporting issues and eliminates the need for manual re-costing.
Key Benefits:
- Automatic Re-costing: When managers publish a roster, all shifts are automatically re-costed in the background, ensuring up-to-date costings.
- Improved Reporting Accuracy: Accurate shift costs without manual intervention, leading to more reliable reporting for payroll and budget tracking.
- Seamless User Experience: The re-costing happens in the background with a non-blocking spinner, allowing managers to continue working without interruptions.
This update enhances the accuracy of costings and simplifies the roster publishing process for managers.
Updates to MYOB Employee Onboarding Forms
Overview: We’ve made several enhancements to streamline the Employee Onboarding process in the MYOB environment, simplifying the experience and improving usability for admins.
Key Benefits:
- Advanced Settings Section: A new "Advanced Settings" section has been added to the Invite Employee form, where fields like Agreement, Pay Condition, and Pay Run Template (all optional) are now housed, keeping the main form cleaner and more organized.
- Optional Reporting Field: The "Reporting to" field is now optional and defaults to “None” for simpler form completion in AEO (Advanced Employee Onboarding).
- User ID Label Update: The Email Address field has been updated to “User ID” to reflect its role as the login identifier. Users can now enter either an email address or a mobile number.
- Helpful Tooltips: Tooltips have been added to clarify that the User ID is the login credential, and the “Send Invite to” field is solely for sending onboarding invitations.
- Pre-populated Fields: A new toggle allows admins to auto-fill the “Send Invite to” field with the User ID, reducing the need for duplicate data entry.
These changes simplify the onboarding process, improve clarity for managers, and make it easier for employees to log into Roubler.
Document Templates in Onboarding
Overview: We’ve added the ability to include document templates as part of the onboarding process. This allows important documents to be signed by new employees directly within the onboarding steps, streamlining the document signing process and improving document management for managers.
Key Benefits:
- Document Templates in Onboarding: A new “Document Template” option is now available in onboarding settings, allowing managers to include document templates that need to be signed as part of the onboarding steps.
- Seamless Signing Process: When a new onboarding invite is sent, linked document templates are sent to the new employee, who will be the recipient and sole signer of the documents.
- Efficient Document Tracking: Signed documents are automatically marked as complete within the onboarding process. After onboarding, they will appear in the “Received Documents” section for the employee and in the “Documents” section for managers, complete with signing dates and history.
- Multiple Document Steps: Managers can add multiple document templates to the onboarding flow, making it easier to collect all necessary signatures from new hires in one place.
- Improved Permissions Control: Permissions have been adjusted to ensure lower-level managers can send document templates when inviting employees, with authorization safeguards in place to prevent errors.
- Document Templates in Onboarding Flow: https://www.loom.com/share/81281af8f9cc443bbd0feb76374c7b95?sid=a1a48b94-6054-4b74-9f17-b0ea9e502cc9
This enhancement simplifies document management during onboarding, ensuring critical documents are signed and tracked efficiently.
Standard Hours Configuration in Onboarding
Overview: We’ve enhanced the onboarding process by adding options to configure standard hours when creating an employee invite. Managers now have more control over whether standard hours are added and locked to the roster during onboarding, improving flexibility and reducing the need for manual adjustments post-onboarding.
Key Benefits:
- Standard Hours Control: Managers can now choose whether to add standard hours to the roster and lock them to the roster during the onboarding process. These options are available directly in the onboarding invite, matching the flexibility previously only available through manual employee additions.
- Simplified Onboarding: Previously, standard hours were automatically added and locked by default, which required managers to recreate standard hours to make adjustments. Now, managers can configure these options upfront, saving time and effort.
- Seamless Employee Setup: The configuration ensures that the standard hours set during onboarding are accurately reflected in the employee's roster, eliminating the need for post-onboarding corrections.
- Standard Hours Onboarding flow: https://www.loom.com/share/1e31a24428b24914a2b619b6b4bb23c1?sid=e3615829-cd28-467c-a029-d6bd473eea40
This update gives managers more control over employee scheduling during onboarding, streamlining the process and reducing manual intervention.
Onboarding Sync to Pay Engine Issue
Overview: We’ve addressed an issue where employee profiles did not automatically sync to the pay engine upon completing the onboarding process. This ensures that employee records flow smoothly into the pay engine without requiring manual intervention.
Key Benefits:
- Automatic Sync: Employee profiles will now automatically sync to the pay engine upon completing onboarding, ensuring that payroll data is correctly updated without needing manual resyncing.
- Error Handling: If the sync fails, a clear error message will now be provided, ensuring admins are aware of any issues and can take appropriate action.
- Improved Efficiency: This fix eliminates the need for workarounds like bulk syncs or editing and saving employee profiles to trigger a sync, streamlining the process.
This update ensures employee records flow correctly to the pay engine, improving accuracy and reducing manual work for admins.
Timesheet Cost Centre Removal Issue
Overview: We’ve resolved an issue where the cost centre associated with a timesheet was being removed after editing the timesheet from the employee's profile. This fix ensures that cost centre data remains intact during edits.
Key Benefits:
- Cost Centre Retention: Timesheet cost centre details now remain unchanged when an employee edits their timesheet from My Profile, ensuring accurate cost allocation.
- Improved Data Integrity: This fix prevents loss of cost centre information, reducing errors and maintaining correct data for payroll and reporting.
- Seamless Editing: Employees can now edit their timesheets without the risk of losing important cost centre information.
This update ensures that timesheet cost centres are preserved during edits, improving accuracy and reducing manual corrections.
Minimum and Maximum Shifts Update Issue
Overview: We’ve addressed an issue that prevented updating the minimum and maximum shift values in demand-based shift templates. This fix ensures that both minimum and maximum shifts can be updated as required.
Key Benefits:
- Minimum Shift Updates: You can now successfully update the minimum shifts value to 0, providing greater flexibility in shift planning.
- Maximum Shift Updates: The issue preventing updates to the maximum shift value has been resolved, ensuring accurate demand-based shift templates.
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Improved Shift Management: These changes allow managers to modify shift requirements easily, ensuring that scheduling reflects real-time business needs.
This update improves the functionality of demand-based shift templates, allowing seamless updates to both minimum and maximum shift values.
"Unsaved Changes" Alert Issue in Document Templates
Overview: We’ve resolved an issue where the "There are unsaved changes! Are you sure?" alert would incorrectly appear when saving a document template without clicking outside the editor.
Key Benefits:
- Accurate Alerts: The unsaved changes alert will no longer appear after saving a document template, ensuring that users only see the alert when there are actual unsaved changes.
- Improved User Experience: This fix eliminates unnecessary interruptions during the document template creation process, allowing smoother navigation after saving changes.
- Enhanced Efficiency: Users can now save their document templates without encountering incorrect alerts, streamlining the document creation process.
This update improves the user experience when editing document templates by ensuring the unsaved changes alert only appears when necessary.
Employment Type Disabled for Rehire of Independent Contractors
Overview: We’ve fixed an issue where the Employment Type field was not being disabled on the rehire form when the position was already set to Independent Contractor.
Key Benefits:
- Employment Type Lock: The Employment Type field is now correctly disabled when rehiring or reinstating an employee whose position is already set as Independent Contractor, preventing unnecessary changes.
- Improved Consistency: This ensures that the rehire process accurately reflects the employment type for Independent Contractors, maintaining consistency across the system.
- Streamlined Rehire Process: Managers can now rehire Independent Contractors with confidence, knowing the correct employment type is automatically locked in the form.
This update enhances the rehire process for Independent Contractors, reducing potential errors and ensuring a smoother user experience.
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