Release notes.

Time off

Counted days per employee: It is now possible to set, for each employee, the days of the week taken into account in their time off requests, for example when their employment contract differs from the rest of the team’s. This setting, available in the Time off section of the employee profile, also applies to employee templates and can be bulk-edited through the employee import. Employees without a specific setting continue to follow the organization’s configuration.

Time and attendance

Premium earning codes: Several improvements have been made to the Integrations section of the premium creation and editing wizard:

• When several payroll integrations are active, a selector displays the earning code for one integration at a time. All codes remain saved.
• An alert identifies payroll integrations that do not support exports in dollars (Payworks, Silae, Xero, ADP TeamPay, and Sage 50 Payroll). Hourly rate premiums are now exported to these integrations in hours, while fixed amount premiums are not exported to them.
• The Unit export format is now called Hours.

Integrations

Veloce: It is now possible to connect a Veloce point of sale to Agendrix. Every night, the previous day’s sales (before taxes) are automatically imported into the budget tool, with no manual entry required.

Bug fixes and improvements

• Open shifts – notifications to management: Fixed a bug that prevented managers and administrators subscribed to notifications for all their direct reports from being notified when employees volunteered for an open shift whose position is covered by a supervisor. Their pending requests counter now also updates correctly.
• Time off management – breaks: Fixed a bug that prevented breaks added to an existing time off from being deducted from counted hours in the request, the shifts and time off report, and the payroll export. Affected upcoming time off, as well as past time off that resulted in an excess deduction from the employee’s time bank, has been corrected automatically.
• Time off management – interface: Improved the Comments and Activity log buttons in the time off request header, which now show their name in a tooltip on hover.
• Time off management – banked time: Fixed a bug that caused the Time unit title to appear with no options for banked time, in leave type settings and during the initial Time and attendance setup.
• Time and attendance – premium values: Fixed a bug that prevented a premium’s value (rate, duration, or amount) from being fully displayed in the Premiums tab of the shift panel when the premium’s name was too long. In the spontaneous premiums list, the selected premium’s value is also more clearly contrasted.
• Time and attendance – premium validation: Improved amount validation for premiums paid in dollars. The next step button remains disabled until the amount is entered, and a tooltip indicates the field to complete instead of an error appearing after saving.
• Time and attendance – archiving premiums: Fixed a bug that added an identical copy to the history of a premium restored on the same day it was archived. Restoring the premium now reverses the archiving without creating a new version.
• Expense management – resources: Improved resource selection, which is now made from a drop-down list, like location and position, rather than in a side panel.
• Expense management – tips: Fixed a bug that prevented managers from entering a tip when creating an expense request on behalf of an employee.
• Expense management – mileage approval: Fixed a bug that caused a no-receipt confirmation to appear when approving a mileage request, which never includes a receipt.
• Expense management – request list: Fixed a bug that caused a $0.00 total to appear in the bottom banner when the request list was empty.
• Expense management – filters: Improved the display when no expense requests match the applied filters. A No results message now appears with a Reset filters button.
• Expense management – export: Fixed a bug that caused the Explore reports link in the expense export tooltip to open the default report category instead of the Expenses category.
• Expense management – initial setup: Fixed a bug that prevented selecting the people authorized to submit requests during the module’s initial setup.
• HR – interface: Fixed a bug that caused the information icon to overlap the amount in the Vacation pay section when a row label wrapped onto two lines.
• Signature requests – interface: Fixed a bug that caused the information section shown while a document is being prepared for signature to sit against the right edge.
• Reports – time entries and shifts: Improved the Excel exports of the time entries and shifts reports. The Total (hours + premiums) column no longer appears when no premiums were granted during the period, and the premiums, tips, and total columns are wide enough to display their full titles.
• Payroll – deadlines: Fixed a bug that caused the next payroll deadline to appear one day early for some organizations. The displayed date now matches the actual close of the period.
• Account creation – interface: Fixed a bug that caused error messages to remain under form fields after the information entered was corrected.
• General – multi-factor authentication: Improved the reliability of multi-factor authentication at sign-in.

Time and attendance

Premiums in dollars or as an hourly rate: It is now possible to configure a premium as an hourly rate ($/h) or as a flat amount, in addition to premiums in hours. The amount is displayed everywhere premiums are used, from shifts through to the pay period summary, and exports either in dollars or in units depending on the organization’s choice, with a distinct earning code for each payroll integration.

Premium version history: The premiums table now gives access to the version history of a premium and to the details of each version, making it possible to trace configuration changes over time.

Clock-in adjustment: A new setting allows employees to correct their clock-in when the assigned shift is not the right one, either by selecting another scheduled shift or by entering their location, position, and job site. The option is configured in the organization’s clocking settings and is disabled by default.

Payroll exports in the background: Exports to Desjardins, Nethris, Sage 50, Acomba, Hopem, Azur, Silae, EasyPay, ADP TeamPay, and Ceridian Powerpay, along with the custom export, are now prepared in the background, like the Summary and Detailed exports. A panel shows the progress, the file downloads as soon as it is ready, and it can also be received by email.

Expenses

Per-transaction limit on expense types: A maximum amount per transaction can now be set on each expense type. Employees see the limit as they create their request, and a manager processing a request that exceeds it can cap it in a single click, which brings the reimbursed amount down to the limit and recalculates taxes and tip on a prorated basis. Approving a higher amount remains possible: the decision rests with the manager.

Payday for payroll reimbursements: A new setting in the Expenses module settings indicates the day of the week on which pay is issued. The suggested reimbursement date is now the first payday following the end of the selected period, rather than a fixed delay, and remains editable.

Integrations

Colossale integration: It is now possible to connect a Colossale point of sale to Agendrix. The previous day’s sales, before tax, are added automatically each night to the budget tool, with no manual entry.

Bug fixes and improvements

• Scheduler and Time and attendance – filters: Improved the filter reset button, which is now displayed only when at least one filter is active and carries the same label in both modules.
• Time off banks – reference year: Fixed a bug that caused a leave type to lose its reference year when hour tracking was disabled, leaving the banks page empty in the manager view.
• Time off banks – deductions and archiving: Fixed a bug that prevented time off scheduled while a bank was archived from being deducted, leaving the employee’s balance overstated once the bank was reactivated.
• Time and attendance – loading: Fixed a bug that caused the page to load indefinitely for a member supervising one location while employed at another.
• Time and attendance – clocking restrictions: Improved the label of the option that requires a shift to be scheduled in order to clock in, along with its tooltip, to better describe what the setting covers.
• Time and attendance – phone clock: Improved the message delivered when a phone clock-in is declined: the exact reason is now stated, rather than a generic prompt to contact support.
• News feed – audiences: Fixed a bug that prevented an administrator from changing the audience of a thread created by a supervisor, with the previous value restored despite saving.
• API – HR data: Fixed the permissions required to access certain HR data via the API. This fix is in addition to a new development enabling HR data to be viewed and edited with the API.
• General – sign-up form: Fixed a bug that prevented a sign-up from being completed when the bot protection check was temporarily unavailable, with a generic message shown and no way to retry.

Bug fixes and improvements

• Scheduler – view selector: Improved the visibility of the view (day, week, month) selector arrow, which now matches the color of the date selector next to it.
• Time off – PTO calculations: Fixed a bug that caused public holiday pay to be calculated over a misaligned reference period. The calculation is now based on the full weeks preceding the holiday, according to the start day of the week configured for the organization. Upcoming public holidays have been corrected, and the resulting shifts and clocked hours have been readjusted automatically.
• Time and attendance – hourly rates: Fixed a bug that caused hourly rates to be cleared when a manager edited or approved a time entry belonging to them or to a manager at the same level, which could trigger missing rate alerts during payroll preparation.
• Time and attendance – out-of-radius clock-in alerts: Fixed a bug that caused an outside radius alert to stay on screen when an employee clocked out the day after their shift from a location beyond the permitted radius. These alerts are now cleared automatically when the time entry is recalculated.
• Time and attendance – overtime: Fixed a bug that caused thresholds to display as 0 in the individual overtime settings window instead of the values configured on the employee’s profile.
• Time and attendance – unfinalized payroll alerts: Improved the alert indicating that a pay period has not yet been finalized. Its close button, which had no effect, is removed and the alert now stays visible at all times due to its significance.
• Premiums – earning codes: Fixed a bug that caused the earning code to appear empty after premium settings were saved, even though the save had succeeded. The value is now kept and displayed correctly.
• Human resources – remuneration history: Improved the display of the remuneration history in narrow panels. Columns keep their width and the table scrolls horizontally instead of compressing.
• Human resources – hourly rates: Improved the message shown when an employee’s rates cannot be accessed. The page now indicates which primary location is blocking access, instead of asking for a primary location that is already set.
• Documents – signature request reminders: Fixed a bug that prevented automatic reminders for documents awaiting signature from being sent, across all organizations. Reminders are now sent normally again.
• General – search: Improved settings search results, which now show the title of the exact section and take you directly to it. For example, searching “timesheet signature” opens the Time clock page at the relevant section.
• General – help resources: Fixed a bug that prevented the Help resources panel from closing after a video was opened, requiring the video to be closed first.
• General – interface: Various cosmetic adjustments have been made throughout the application.

Time and attendance

Log for a single premium: The Log option in a premium’s menu now shows the history of that premium only, rather than the history of every premium in the organization. The toolbar button to this effect still opens the full log.

Expenses

Resource on expense and mileage requests: Employees can now attach a job site or a piece of equipment to their expense and mileage requests, as managers already could. The field is optional and lists only the resources the employee has access to, the same ones shown on their schedule.

HR

Backdated effective date for an hourly rate: It is now possible to set an effective date in the past, up to two months back, when adding or editing an hourly rate. The new rate then applies to shifts and time entries from that date onward.

Documents

Subfolders in Documents: Folders in the document manager can now contain subfolders, up to five levels deep, both in an employee’s folder and in shared documents.

• A folder uploaded from a computer keeps its structure.
• Access is still managed on the top-level folder and applies automatically to everything inside it.
• The breadcrumb shows the full path.
• A search started in a folder also covers its subfolders and indicates where each result comes from.

General

Right-click action menu: Right-clicking anywhere on a row now opens the same action menu as the three-dot button at the end of the row in Documents, in the employee list, and on News feed threads. The same actions and restrictions as before apply.

Public API

File downloads: It is now possible to download document contents directly through the public API, for example to retrieve an employee’s documents from an external system. Uploading files when creating a document, already supported, is now documented in the API reference.

Time bank transaction traceability: Time bank transactions returned by the public API now indicate which timesheet entry they are linked to. It is therefore possible to see where banked time comes from and which shift or time entry was paid from the bank.

Member sorting: The GET /v1/members endpoint now accepts the sort[first_name] and sort[last_name] parameters, which sort members by first or last name in ascending or descending order.

Bug fixes and improvements

• Scheduler – schedule: Fixed a bug that caused a false overlapping shift warning to appear the day after a time off, when no actual overlap existed.
• Scheduler – availability: Fixed a bug that prevented an availability request from being approved when the member had a large number of upcoming shifts. Approval is now immediate.
• Time off – time off banks: Fixed a bug that prevented certain time off bookings from being deducted from the bank on the day they occurred. Deductions missed between August 3 and 5 have been reapplied, and affected balances are accurate once again.
• Time and attendance – tip distribution: Fixed a bug that caused a sales-based step to be processed silently when a tip pool still contained one while the option was disabled. The step is now marked as skipped and its share is not distributed. No notification is sent during a redistribution if an employee’s tip amount remains unchanged.
• Documents – menus: Improved the menus in the Documents section. The Manage permissions option is now called Settings, since it also serves to rename a document or a folder, and the Upload or add button is now Create or upload, with a reorganized menu in which each option describes the action it performs.
• Messenger – conversation list: Fixed a bug that caused the legal first name to appear instead of the chosen first name next to the last message in a conversation.
• Billing: Improved the loading time of the Billing page, which took several seconds too many to display for some accounts.
• Settings – permissions: Fixed a bug that limited the roles page to the first ten roles. All custom roles now appear, regardless of how many there are.
• General – number fields: Fixed a bug that prevented commas from being used in decimal number fields, including amounts, percentages, hours, and time off days. Commas are now converted to periods automatically in every browser, and typing a period no longer resets the field to zero in Safari.
• General – duration fields: Fixed a bug that caused a duration to be saved as zero when a decimal was added to the minutes. Durations are now rounded to the nearest minute, so 6h30.5 becomes 6h31.

Time off

Automated public holidays: Automated public holidays can now be enabled or disabled for the entire organization. Per-employee overrides make it possible to exclude someone while automated public holidays are enabled, or to assign them their own public holiday region while it is disabled. Useful for part-time employees who should not benefit from every public holiday.

Time and attendance

Premium archiving: A premium can now be archived rather than deleted, which removes it from new shifts and time entries while keeping it in place wherever it had already been applied. An archived premium can be restored or edited at any time.

Premium backdating: Creating or editing a premium can now take effect immediately or be backdated by up to one month, making it possible to correct or add a premium for a period that has already closed.

Expenses

Creating several requests in a row: A new “Create another request” option in the expense request form automatically produces a new empty form after submission, ready for the next request. It applies to both regular expenses and mileage, and for managers the selected employee carries over from one request to the next.

Separate field for tips: A tip detected on an invoice is no longer merged into the subtotal when reviewing an expense request. The summary now shows the subtotal, the tip, and taxes separately, for both the requested and the reimbursed amount, and two tip columns (requested and approved) have been added to the Excel export.

Expense report improvements: Two options have been added to the expense export.

• Attach receipts as proof of payment. The export then produces a ZIP file containing the Excel report and the receipts sorted by employee.
• Group the expenses by type.

Bug fixes and improvements

• Home – attendance tracker: Fixed a bug that prevented an employee whose night shift crossed the end of a pay period from appearing as at work in the attendance tracker.
• Schedule – open shifts: Fixed a bug that caused hours to display in a format other than the 12-hour or 24-hour format set in the user’s preferences.
• Time off – automated public holidays: Fixed a bug that prevented upcoming public holidays from adopting an employee’s new primary position, which skewed the cost and payroll calculations for those days.
• Time and attendance – payroll export: Fixed a bug that prevented premiums attached to the clocked hours of a salaried employee from appearing in payroll exports.
• Time and attendance – timesheets: Fixed a bug that caused an endless loading state when attempting to record overtime from a timesheet while the TOIL bank was disabled. A message now prompts to re-enable it.
• HR – surveys: Fixed a bug that prevented navigation between pages of the survey list, including the archived surveys tab, in organizations with a large number of surveys.
• Messenger – notifications: Fixed a bug that caused an employee’s chosen first name to appear in Messenger emails and push notifications even when the “Show chosen first names” option was disabled.