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Release Notes

Read more about our latest releases below

Latest Release Notes...

Collaboration illustration

April 2024

April 18th

 

New features

  • Workflow builder – role permission
    • New role permission “Workflow builder”, which is required to access the workflow builder.
    • It is enabled on any roles which already have “System setup” by default
  • Workflow builder – Condition – Total record occurrences
    • A new condition added to the automation builder feature.
    • This condition allows sending alerts based on the number of occurrences in a certain timeframe, which is especially useful in complex sickness alerting.
    • Can select either Record types or Record reasons
      • From the specified choice, there is a multi-select of all record types and defined reasons in the system – so it’s possible to count the number of occurrences across multiple absence types.
    • Can choose “Equal to or more than / Equal to or less than / Exactly” a specified number of occurrences
      • The Timeframe options are within the last Days/Weeks/Months.
      • E.g. Today is the 20th March, the trigger is “A record is booked”. Booked absence starts on the 21st March. This absence will not count towards the occurrence count. However, booking an absence which starts on the 19th March should count to the occurrence count.
    • When executing, it considers the occurrences for the person that the workflow was triggered for (e.g. the absence was booked for).
    • Linked absences count as a single occurrence, whereas recurrences count an occurrence per day.

Bug fixes

  • Fixes an issue where scheduled tasks would (rarely) run twice in the same day.

 

April 11th

 

Bug fixes

  • Time tracking API – Fixes the /v3/ClockOut endpoint throwing an error when clocking out in the same minute as a clock-in.
  • Leap years – Fixes entitlement not deducting on 29th February if your leave year starts on 1st March.

 

April 4th

 

New features

  • Workflow builder – Condition – Record status is
    • A new condition added to the automation builder feature.
    • There is a multi-select to choose statuses from: Pending, Authorised, Declined, Cancelled, Cancellation Pending.
    • This has a use in Pending absence alerts (requires “Trigger – Record is booked – days after”).

Bug fixes

  • API v2 – Fixes absences creating with zero percentage absent when this feature is enabled.
  • Dual step authorisation – Fixes emails not sending to the second step when the first step is authorised on the day the absence was booked.

March 2024

March 28th

 

New features

  • Workflow builder – Condition – A record is open
    • A new condition added to the automation builder feature.
    • There is an option to select open / not open. 
    • This condition means the workflow continues processing only if the absence is open / not open.  
    • A good example use of this would be in combination with A record starts/ends – 5 calendar days after start, so that open absences of a certain length will send update emails to a user. 
  • API v3 – Actioning requests on behalf of others
    • It is now possible to use the following endpoints from the perspective of another user, which is useful when using an API client account to perform actions for other users (add a ?userId=… on the end) 
      • GET /v3/authorisation/outstanding 
      • PUT /v3/authorisation/approve 
      • PUT /v3/authorisation/reject 
      • PUT /v3/authorisation/cancel 
      • PUT /v3/authorisation/approvecancellation 
      • PUT /v3/authorisation/rejectcancellation 
      • GET /v3/authorisation/authoriser 
      • PUT /v3/user/icon 
      • GET /v3/absencetypes 

Bug fixes

  • API documentation – fixes an inaccuracy with the documentation showing group responses.

 

March 21st

 

Bug fixes

  • Dual step authorisation – Fixes the second step receiving duplicate emails in the case where the first step authoriser submits a request on behalf of their reportee.
  • Reports – Fixes groups not showing up against users in certain circumstances.

 

March 14th

 

Changes

  • Time tracking – Rename from “time submission”
    • The previous time submission section has been rebranded to use the terminology of “time tracking” and “timesheets”.

Bug fixes

  • Recurrences – Fixes the list of “Excluded” dates, which could not be created in a recurring absence, appearing to be offset by 1 day due to time zones.
  • NHS conditions – Fixes some conditions e.g. Tonsillitis containing images which lead to blank pages.

 

March 11th

 

Mobile app – Time tracking release

  • Time tracking is now available on mobile. This includes accessing timesheets on a mobile device, clocking in (optionally using QR codes) and out, adding time manually, copying in time from the rota, submitting and authorising timesheets.
  • If you would like access to this feature, please contact your account manager.

 

March 7th

 

New features

  • Time tracking – Working time directive reporting
    • Added a number of fields to the “Time tracking by date” report, including:
      • Earliest start and end times of time periods.
      • Rota start and end times, to compare with the submitted times.
      • Rota fixed duration and break duration, to compare with the submitted amounts.
      • Absence type present on the day, and its start/end times and duration. (Note that only absence types which affect time tracking contribute towards this total).
      • Excess – difference between expected and submitted amounts.
      • Date that the timesheet was last modified.
    • Also added a new default “Time tracking by date – working time directive” report, which should be an all-encompassing report to aid with working time directive compliance in Europe.
  • Time tracking – Pending absence behaviour
    • When an absence is marked as pending, the timesheet it is a part of can no longer be authorised until the absence is actioned.
      • The timesheet page now disables the Authorise button, and a message explains that the absence must be authorised first.
      • The action list shows a failure when attempting to authorise the timesheet first, and when authorising all requests, the order will be absence-first.
      • The API (and therefore mobile app) also prevent early authorisation.
      • If the user has no authorisation on timesheets, these measures will come into place on submission, since there is no authorisation step.
      • Absences which do not affect time tracking and do not accrue entitlement for time tracking will not block authorisation.
  • Time tracking – Extended incomplete timesheet date range
    • We now show reports for last 54 weeks (just over a year) / 37 months (just over 3 years). Previously, it was 8 weeks or 3 months, so this is a significant improvement!

Bug fixes and changes

  • Absence records – Fixes not being able to view attachments on open absences when your user has a specific set of permissions.
  • Entitlement import – Fixes an issue with the “Remaining balance” import not importing the right value.
  • Cegid integration – Changes setup to use the rota start date sent across from Cegid, instead of defaulting to 1 Jan 2023.

 

February 2024

February 29th

 

Bug fixes and changes

  • Fixes the admin user page presenting a user as though they are a leaver under certain circumstances.
  • API documentation – Added a clarification regarding the behaviour of inheritance.

 

February 22nd

 

New features

  • Absence by date report
    • This new report is one we anticipate will be well-adopted – multi-day absences are shown on one line per day, rather than one line for the whole absence.
    • This allows more comprehensive reporting for payroll purposes, showing clear breakdowns into each payroll period.
      • Note that the total fields in the existing absence report already adjust for date ranges chosen, but the report has to be filtered to a smaller range, e.g. just a single month, for this to come into effect – whereas the new report will allow many months at once.
    • It will also be easier now to use reports to gather insights by the day, such as “Which day had the most absences?”

Bug fixes

  • Bulk user update – Fixes an error which occurred when bulk booking absences. Also fixes a bug where it was possible to double-click the button and book duplicate absences.
  • User settings – Fixes some custom user view being set to inherit when the view was meant to have been set at user level.
  • iCal – Corrects an issue in the iCal data, which had incorrect dates for Australia and New Zealand daylight savings.

 

February 15th

 

New features

  • Time submission – Time entry mode – a new setting with options carrying the following benefits:
    • “Clocking and input” – current behaviour (default option)
    • “Input only” – users cannot clock in. Users who use the copy rota function tend to want to populate timesheets as easily as possible without clocking in, so this is a setting to support them further.
    • “Clocking only” – users cannot edit their timesheets; they can only clock in and delete periods. Breaks and activities cannot be entered manually / edited.
    • “QR code clocking only” – users cannot edit their timesheets or clock in via the webapp, and in the mobile app, the skip button is removed so users must use QR clocking.
    • Note that for both Clocking only options, authorisers are still able to edit on behalf of others, even if this permission is removed for themselves (though they will need the “Enable timesheet editing by authorisers” permission).
    • Note that integrations bypass this setting.
  • Time submission – Automatically copy in rota
    • Admin flag “Automatically copy from rota”, inheritable at template and user levels. The default value is “No”, to match the current behaviour.
    • It is not necessary to have “Enable copy from rota button” set to Yes to use this, although it makes sense to have this as an option in case the user deletes some of the automatic periods and needs to re-add them.
    • Timesheets are automatically populated at the moment a user clicks onto them in the web application.
    • Although this new feature won’t usually be enabled along with clocking in and out, if a clocking action does occur, it will populate the current timesheet (if it is not already populated).
    • If all periods on a timesheet are deleted, it will not repopulate from rota when clicked onto; this action only occurs once on a completely new timesheet.

Bug fixes

  • NHS conditions – Fixes some NHS conditions not updating.

January 2024

January 25th

 

New features

  • Searchable dropdowns in reports and time submission
    • In the report filters, any multi-select checkboxes (e.g. template, absence type) have been replaced by searchable multi-select dropdowns, which makes it much easier to add and manage filters.
    • The filters are ordered by sort index if applicable (e.g. absence types have a sort index so the order will be similar to that of the booking form), then alphabetically when not applicable or when tied.
    • In the timesheet page, the activity dropdown is now searchable.
      • This will allow us to support large numbers of activities more easily in future.
  • V2 API – GET Rotas endpoints include Rota Start Date
    • This returns the start date of the last applied rota, taking into account inheritance in the event that the user is inheriting their rota from a template or global.
    • The two affected endpoints are:
      • api/v2/users/{partnerUserId}/rotas
      • api/v2/usertemplates/{userTemplatePartnerId}/rotas

Bug fixes

  • Admin absence records – fixes the date picker calendar not showing existing absence records when creating records in the admin panel.
  • Time submission – fixes some translations on the timesheet page.
  • Carry-over expiry – fixes an error which would occur when attempting to expire on certain dates.
  • Public holiday entitlement – fixes an error where the entitlement could wrongly award, without checking that the current balance of the element is zero.
  • Manual day calculation – fixes days-based absence types using the hours booking form when on a 24/7 hours rota.

 

January 11th

 

Bug fixes

  • Reports – Fixes too many results appearing in a report download when using grouping, and filtering the groups.
  • Scheduled reports – Fixes the list of recipients for a scheduled report showing as blank when the number of recipients is particularly large.
  • v3 API – Fixes PUT Absence not allowing absences to be edited unless the API account is in the authorisation workflow of the user whose absence is being edited. It is now possible to edit absences for anyone in that account’s staff record user view.
  • Translations – Fixes time submission email summaries not translating.
  • Public holidays – Fixes “Restrict element to award entitlement for public holidays” being set to False at user level or template level when the feature is disabled (causing issues later down the line if the feature is then enabled). Also fixes the setting being visible when creating a new entitlement element, despite the feature being disabled in master admin.
  • Custom forms – Fixes auto-population of Details field not working in standard RTW/self-cert forms. This may affect some custom forms too, if they were supposed to have a prepopulated value.

December 2023

December 13th

 

Changes

  • Rollover alerts that send pre-rollover and post-rollover (failed carry-over) now send to the system owners, if they exist. If there is no system owner set, they still send to all admins in the system (old behaviour).

Bug fixes

  • Time submission – fixes tooltips which were missing on the admin page. Also fixes the wording of the copy in rota message, which recently changed in behaviour.
  • Absence bookings – “full-days only” absence types no longer show the half-day checkboxes on the front-end absence edit form.

 

December 6th

 

New features

  • API v2 – Add Employee number and payroll number to absence GET endpoints.

Changes

  • Open absences will extend up to today
    • When you create an open absence, it will automatically extend to today’s date.
    • Open absences will now flag up a conflict upfront if there is an absence between the date of the new open absence and today, and the booking is prevented. The message informs the end user that the open absence would cause a conflict, and recommends that they deselect “open absence” and provide an end date.
    • Applies to create/edit of absences.
    • This is an improvement on the previous behaviour, which forced the absence to wait for scheduled tasks to run. If it hits any clashes in the process, it results in a 1-day absence.
  • Time submission – Allow 0 minutes between periods
    • It is now possible to add time blocks which have a start time at the same minute as another block ends. This is useful where activities are in use, and a new activity becomes in use immediately after a previous one ends.
    • It is still not possible to add times that start and end at the same minute, e.g. 10:00-10:00.

Bug fixes

  • Reports – Fixes rows being missed out from downloaded reports when the value in the first column is blank.
  • Time submission – Fixes clocking in sometimes creating duplicate time entries, which were visible in reports.

November 2023

November 30th

 

New features

  • Time submission – it is now possible to submit time for future dates. In particular, the “Copy in rota” button now copies in rota data for the rest of the week/month ahead. This is useful for users who want to be able to submit their time as easily as possible, so they can create all time segments upfront and adjust later.

Bug fixes

  • Time submission – fixes issue where it was not possible to authorise or reject timesheets from the notifications bell.
  • Fixes an issue extending rotas for users with 0 duration working periods.
  • Booking form – fixes an issue where the booking form calendar showed “undefined” for the start and end time of an absence booked in hours.

 

November 23rd

 

Changes

  • When creating users, templates and groups, the Partner Id field is now set to the identifier of the entity by default. This is to give default values to these entities, meaning they will be less likely to be blank when they are later required, e.g. during an integration.

Bug fixes

  • Data integrity – fixes issues where editing absences would, on rare occasions, cause the calendar data and absence data to come out of sync.
  • Integrations – fixes some integrations creating too many settings at user level (user view and password settings).
  • Reports – Fixes grouping by blank fields causing the groupings to expand incorrectly in the reports page.
  • Entitlement – Fixes carry-over cap converting incorrectly when users have a different hours per day to a template, are inheriting their carry-over cap from the template and the time unit is hours.
  • Calendars – Fixes capitalisation of “End time” on hours absences, on various front-end calendars.

 

November 9th

 

Bug fixes

  • Absence deductions – fixed duration capping restrictions no longer apply when an hours-based absence is booked and manual day calculation is enabled on the absence type. (This includes if you have manual day calculation enabled on the absence type, but aren’t using it on this particular absence booking)

 

November 2nd

 

Bug fixes

  • Entitlement – fixes an error regarding rounding correction policy which would occur when the pot time unit is Hours.
  • Entitlement report – fixes carry-over cap in days displaying incorrectly when inheriting a different time unit from a template.
  • Changes the behaviour of absence deduction on fixed duration rotas, so that the fixed duration is never exceeded. E.g. previously, with a rota 10:00-18:00 and fixed duration 7:00, booking 10:00-17:30 would deduct 7:30, but now it will deduct 7:00.

October 2023

October 26th

 

Bug fixes

  • V2 API – fixes the UserGroups endpoint not returning all users

 

October 20th – Mobile app update

 

New features

  • You can now cancel leave in the app- just select the option at the bottom of the Leave Request screen. You will need the same permissions as for the web version.
  • You can now edit and cancel overtime.
  • You can now filter the calendar by specific teams, or other groups of individuals.
  • You can now view entitlement for last and next year.
  • Improved links between areas of the app, for example when selecting the “Upcoming leave” widget on the home page.
    • And “Your Overview”.
    • And you can request leave from the calendar page.
  • Improvements to the on-screen keyboard

Bug fixes

  • Fixes a crash occurring when selecting a month in German
  • Fixes a sporadic bug causing a failure when logging in
  • Fixes bookings being created with MDC when it isn’t required, e.g. for a single day booking.
  • Fixes the screen jolting when scrolling through the entitlement summaries
  • Fixes a minor visual issue with entitlement pot display on the entitlement summary screen
  • Fixes all users displaying in the calendar on a public holiday date when a filter other than “everyone” is selected
  • Fixes translation overrides not applying in English
  • Fixes a visual issue on the event summary screen
  • Fixes a visual issue with a line appearing above the Request button
  • Fixes the home page header not hiding when scrolling down the page
  • Fixes unbookable absence types appearing in the booking form
  • Fixes a visual issue on the confirmation screen when booking leave
  • Fixes not being able to see the end of December 2024 on the booking form and personal calendar

 

October 19th

 

Bug fixes

  • Fixes duplicate emails sending when an authoriser appears multiple times in their reportee’s authorisation workflow.
  • Recurring absence – fixes total duration showing incorrectly in absence records lists when using the percentage absent feature.
  • Entitlement – fixes carry-over cap incorrectly rounding down to the nearest whole when changing entitlement pot time unit from hours to days.

 

October 12th

 

New features

  • API – group type partner ID added to users/groups v2 endpoint

Bug fixes

  • Roles setup – fixes user count including leavers and deleted users. (It does however still include API accounts; this is intentional as they count towards admin licences etc)
  • Profile pictures – fixes these being broken when viewed on some pages, e.g. in the automation builder.

 

October 5th

 

Bug fixes

  • Reports – fixes apostrophes in email addresses causing report downloads to fail.
  • Entitlement – fixes negative “Available to book” values appearing in certain elements, when other elements in the pot still have balance remaining.
  • Working locations – fixes working locations not being bookable in systems which don’t have holiday or sickness enabled.

September 2023

September 26th

 

Bug fixes

  • Reports – fixes downloading reports via HTML not working.
  • Entitlement – fixes some users having user-level settings for “Award entitlement for public holidays” set to No.

 

September 18th

 

Automation builder updates 

  • New trigger – User status changes. Triggers when a user is created, deleted or marked as a leaver (can select any of these). 
  • New action – Change user property. This allows you to change a user’s property (currently just their template). The combination of this with the above trigger allows you to move new users to a template based on some other properties they may have e.g. group membership. 
  • When sending an email to a custom email address, there is now an Add button to put in individual emails. This change was made because the previous method (pressing Enter) was less obvious to end users. 

Bug fixes

  • Reports – fixes an error with the “X Occurrences in Rolling Period” default system report.

 

September 14th

 

Bug fixes

  • Mobile app – fixes a rota case in which hours bookings were displaying a “You are not scheduled to work between those times” error.
  • Time submission – fixes an issue where two custom days on the same day would deduct more than the user’s rota duration from the timesheet total.
  • Automation builder – fixes an issue where you would be logged out after a few seconds of login if you had already logged in before.

 

September 7th

 

New features

 

Entitlement – Rounding correction policy 

  • This option appears on an entitlement element (in complex entitlement mode). It allows users to round their entitlement at a given point in a year, e.g. selecting 1st December and rounding up to the nearest half. 
  • This is useful for when accruals don’t result in a full amount – e.g. 2.08 days per month over 12 months results in 24.96 days of entitlement. Applying the rounding policy at the end would take this to an exact 25, without worrying about accruals of 0.04 which don’t always work (due to complex interactions with the hours per day of users). 
  • It always runs after accruals, so you can safely run it on the day that the accrual runs and have the rounding apply afterwards. 
  • The rounding options available are our usual selection. 

 

Bug fixes

  • Booking form – Fixes manual day calculation absences being unbookable if the natural duration of the absence exceeds the user’s entitlement, even if the MDC absence would not break any entitlement rules.
  • Booking form – Fixes open absences booked today or in future showing an error of “Start time must be before end time” on certain rota patterns.

August 2023

August 24th

 

Bug fixes

  • Mark as leaver – when “cancel future absences” is selected, absences which finish on the left date are no longer cancelled; it is only absences which take place on days after the left date which are cancelled.

 

August 17th

 

New features

  • Import entitlement for last year, and allow a template filter when downloading all users’ entitlement.
    • Entitlement for the Last year period can be imported by entering a year of “-1” into the import sheet. (Note that entitlement for last year will not be exported in the download of current users’ data).
    • When exporting entitlement for the system, it is now possible to choose a template by which to filter users, so that only users in that template will be exported into the spreadsheet for re-uploading.

Bug fixes

  • New booking form – fixes bookings with the end time before the start time stating that it failed for an unknown reason. The message now says that the issue is with the times, as expected.
  • New booking form – fixes notice period validation message saying max notice period was invalid when the min notice period is the one which is invalidated.

Other changes:

  • Improved tooltips on absence type setup / public holiday setup to explain the settings “Time submission overtime policy” (now called “Absence contributes to time submission”) and “Time submission affects attendance” (now called “Time submission accrues entitlement while absent”).

 

August 10th

 

New features

  • Allow entitlement accruals to award on a monthly basis, effective in the next year period. This can be set up in Global -> Accrual pattern setup.

Recent bug fixes

  • Mobile app – fixes not being able to book hours-based absences without putting in times. (It now books 0:00-24:00 if no times are selected)
  • Fixes NHS wellbeing pages appearing blank on the booking form.
  • TOIL – fixes Can View permission not being inherited from templates correctly.
  • Mobile app – absences authorised in the mobile app now appear in outlook when using exchange integration.
  • API accounts no longer appear in reports / on staff record quick links.
  • Time submission – the authorise/reject buttons now show on timesheets without being restricted by the “unlock” permission.
  • Manual day calculation – when part day is selected on an MDC booking, the day is populated with the previous day’s hours, to speed up the booking process.
  • Leave year can now be changed on templates which contain no users.
  • IntelliHR – Fixes non-ascii characters (e.g. Chinese symbols) being imported into edays as “?” characters.
  • Mobile app – Fixes TOIL entitlement summaries showing entitlement in the incorrect booking period.
  • Fixes date picker not showing absences taking place on Saturday and Sunday.
  • Fixes precheck preventing absence bookings when min staffing levels are enabled and over 2100 users are in a group with the user being booked for.
  • Fixes precheck preventing overtime bookings when details or reason capture is required.
  • Fixes absence reports showing duplicate rows when different day parts occur for a single absence (e.g. half-day PM with a full day afterwards).
  • Fixes template change entitlement not applying correctly in a few places: v2 API User endpoints; Bulk user update; User import/export.
  • Fixes absence bookings which last a month (eg. 14th July to 14th August) recording a duration of 1 day.