Sunday, 2 November 2008

Notice Board: Adding Pictures

ENHANCEMENT

Users can now upload an image to any post. Simply select the image from your computer and upload in the normal manner.

Saturday, 18 October 2008

Staff Record: More fields including home phone

ENHANCEMENT

Due to popular request, more fields have been added to the staff record. These are:
- Home phone
- 4th user-defined field
- 5th user-defined field

All relevant areas have been updated.


WHAT TO DO
Where an existing rota has been using a user-defined field for home phone number, then we have transferred that data to the home phone field.

If you want to use the additional fields, go to Set Display where you can label them as required.

Monday, 23 June 2008

Notice Board

ENHANCEMENT


A few new features have been added to the internal Notice Boards.

1) You can now specify which level 1 staff are your 'moderators'
2) These users will have the ability to lock and pin topics.

For more information read the wiki help file at:

http://www.therota.info/wiki/Notice_Board

Thursday, 10 April 2008

Online Documents

NEW FEATURE





This feature enables the administrator to hold useful documents and forms on the rota. Staff at remote locations always have access to current version of these documents.

Examples of usage are application forms, expenses, requisitions, contracts etc.

WHAT TO DO

Choose Online Documents from the left hand menu (it's in the reports section).

Your staff can view the documents as part of the Contacts area.

For a full write up, visit our wiki manual
http://www.therota.info/wiki/Online_Documents

Saturday, 22 March 2008

Programmer's to-do list

This is the programmer's current to-do list, in order of time priority.

  1. Form repository - store regular forms online for staff to access and download.
  2. Payroll Reports (NNN)
  3. Skill Sets - Enhance this function (OAK)
  4. Notify invites by SMS (MOR)

Friday, 21 March 2008

Recent changes

1) Payroll summary

A new page accessible to users with access to account details. Staff can be set to an hourly rate and this report will calculate payroll amounts. Further enhancements are in the pipeline. If you would like to help us develop the payroll module, please get in touch.

2) Leave chart

Now has a feature for showing past as well as future.

3) Sign in page

You can now print for a whole week, or for all locations on one page.

Thursday, 28 February 2008

Security settings for user level 1 shift editing.

ENHANCEMENT

Previously, level 1 users could either edit all user shifts, or none of them, depending on the security settings. This has now changed, and there are a couple of important options for administrators to use.

1) Restrict the users that each level 1 user can edit. The 'Edit Own Line Staff' means that this person can only edit staff rotas for whom he is the line manager OR the person shares the same default location.

For example: A retail organisation has shops around the country, and they are largely autonomous in planning their rotas. If the shop manager has user level 1, he can edit staff in his shop if the relevant box is checked (see below). Meanwhile, the regional manager, who is line manager to several shops, also has the ability to edit the rotas of these staff.



2) Past dates: Unless this box has been checked, users will not be able to edit past dates.

NOTE FOR EXISTING USERS:

Review your level 1 user security settings to take advantage of these changes.