Release notes.

General

Chosen first name display: A new setting in Permission management allows administrators to disable chosen first name display across the entire organization. When disabled, only legal first names by default appear throughout the app.

Expenses

Resource column in reimbursement request export: The Excel export of reimbursement requests now includes a Resource column for organizations using the Resources module. The column is next to the position and shows the resource associated with the request.

Messenger

New GIF provider: GIFs available in Messenger are now provided by Klipy, replacing Tenor.

Bug fixes and improvements

• Dashboard – Pay period summary widget: Fixed a bug that caused a warning to appear even when all alerts had been resolved.
• Scheduler – schedule templates: Improved the visual presentation of the Week view, including scrollbar harmonization and Total column spacing.
• Vacation planner – Coworkers with time off filter: Fixed a bug that caused coworkers with regular shifts to appear instead of those with time off.
• Settings – Canadian bank account: Fixed a bug that caused digits entered in the Institution field to be cut off.

Time and attendance

Tips in payroll exports: Tips received are now included when syncing payroll with Employer D or Nethris, as well as in the custom export.

Bug fixes and improvements

• Time off – editing a request: Fixed a bug that caused old dates to remain visible in the form preview when editing the date range of an existing time off request.
• Employees – import: Fixed a bug that caused the import to fail silently when two positions or locations had equivalent names once normalized. A clear message now prompts users to rename one of the entries as soon as the file is validated.
• Time and attendance – premiums: Fixed a bug that caused certain premiums to be applied inconsistently from one week to the next, with a recalculation failing to resolve the issue.
• Timesheets – spontaneous premiums: Fixed a bug that prevented spontaneous premiums from being carried over from a shift to the time entry when the end time was edited manually rather than recorded through clock-out.
• Documents – timesheets: Improved access to the “Cancel signature request” action in the document viewer for timesheets, including when opened from the Timesheets page.

Time off

My time off requests page sorting: Requests are now displayed from most recent to oldest, making it easier to spot recent submissions.

Filter persistence in the time off requests list: Filters applied to the requests list are now preserved when a user returns to the list from a request’s detail view. Filters reset only when the list is opened from another section.

Bug fixes and improvements

• Scheduler – budget view: Fixed a bug that allowed a manager to see another manager’s hourly rate at the same location when the budget view was enabled, even though this information was not intended to be accessible in this instance.
• Scheduler – time off display: Fixed a bug that caused multi-day time off to appear on days before or after the actual time off dates when the organization’s day start and end hours produced an offset.
• Time and attendance – onboarding: Fixed a bug that caused an Unsaved changes dialog to appear when clicking Done at the last step of the onboarding flow, instead of closing the window.
• HR – activity log: Fixed a bug that caused erroneous entries to appear in an employee’s activity log when the settings page was saved, even when no changes had been made.

New feature: Expenses

A new module allows employees to submit and manage expense reimbursement requests. Intelligent scanning (OCR) automatically extracts information from receipts. Approved expenses integrate with payroll exports and are available in a dedicated report. Available as an add-on module.

Bug fixes and improvements

• Scheduler – recurrences: Fixed a bug that caused an inconsistent state when moving shifts belonging to a recurring series being created. Affected shifts are now locked until the series is fully processed.
• Time off – filters: Improved filter and sort persistence on the time off request page. Selections are now preserved when navigating back after viewing a request.
• Time off – accrual: Fixed the display of the number of pay periods for the “Twice a month” pay frequency in the accrual form. The displayed value was 26 instead of 24.
• Time and attendance – setup: Fixed the card animation in the module configuration window.
• Time and attendance – setup: Improved the display of the tip discovery step in the setup wizard for a more consistent look with other steps.
• Time and attendance – payroll export: Fixed a bug that prevented the department from being included in pay entries exported to Payworks.
• HR – surveys: Fixed a bug that caused the completion rate to exceed 100% when a respondent who had completed the survey was deleted.
• Account security – errors: Fixed a bug that caused the error indicator to persist in the verification code field after deleting a digit.

Time off

Reference year by leave type: The reference year for time off banks is now configurable per time off type rather than at the organization level. A different start date can also be set for a specific employee through their individual settings.

General

Password reset: When resetting a password, it is now mandatory to choose a password that differs from the previous one.

Mobile

Time off information: Estimated balances for future years and the reference year can now be viewed in the mobile app.

Bug fixes and improvements

• Scheduler – interface: Fixed the display of the “Copy” panel.
• Scheduler – print: Fixed a bug that prevented icons from displaying in the schedule print view.
• Time and attendance – payroll export: Fixed a bug that prevented the Sage 50 UK payroll export from applying location and position filters.
• Time and attendance – clock-in: Fixed a bug that caused an error message to display instead of the expected label during clock-in.
• HR – onboarding form: Fixed a bug that triggered notifications when creating signature requests in the onboarding form.