RESOURCES

Product Updates and Releases

Full Summary of releases from our products and resources

Smartforce

Trackforce Valiant’s back office workforce management platform, Smartforce provides integrated applications for Time and Labor Management, Human Resource Management, Payroll, and Billing Management.  Also included are summaries from our legacy solution and mobile applications.  Below is our current release summaries from the past year.

Release Summaries

Guardtek

Trackforce Valiant’s front-line efficiency platform, Guardtek is the leading guard management solution for tracking incident management, tours and patrols, visitor management, lone worker protection, post orders and more.  Built for mobile and Web, with a centralized command center for visbility and control in all security operations.

Release Summaries

Smartforce Releases

This release focuses enhancements to the TLM application as well as other various fixes and updates.

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Feature/Application Details Platform
Meal and Break Management Time Support IWe integrated the CA meal and break management rules in Smartforce, which included:

  • If enabled for the Business Unit calculate the penalties as 1 hour of regular rate pay per penalty counter
  • Enhance Tour Transaction Detail and Tour Transaction Timesheet By Employee to include meal/break details and penalty counter information. Also filter by meal and break penalties
  • We made additional UI changes to break management, including making penalties visible on Schedule Show/Edit/Details Pages, adding ability to set penalty values on Confirm Out/ Confirm Detail, added indicator icons to denote Meal and Break Penalties, and added filters for Penalties (Meal and Break)
SmartForce

Updates to Smartforce Portal
We made some ease-of-use updates to the employee portal, including:

  • Make employee number visible in TLM Schedule grid and in Show Detail pop-up
  • Added breadcrumbs in TLM Schedule grid, so they are consistent between views (e.g., Business Unit/ Customer / Location / Position)
  • Performance improvements to calculating billing, cache bypass, as well as notifications
  • Performance improvements on page refreshes, bulk removal, marking notifications read, and employee KPI calculations
Smartforce

TLM Enhancements
We continue to update our TLM functionality, with new enhancements to match our legacy platform, including:

  • Improved Page load speed on Schedule Details and improved performance on updates to employee master records
  • Matching the Default Master to Smartforce from the legacy system (Vision)
  • Enabled to the user changes to the assign Employee filter flags do not persist in between sessions
  • Fixed it so that absence records affect the TLM employee assignment on the schedule, by showing a notification of a schedule conflict will result in an employee being unassigned, and will show an error when creating or editing an absence for a calculated week
  • Added an Apply Button to the TLM Schedule grid filters so filters don’t get applied with every change
  • Fixed an issue where drag-and-drop in TLM Schedule grid does not provide alert for employee not available to work or over daily OT hours (if enabled for Business Unit)
  • Added Employee Profile Picture Management in Smartforce
  • Can be a jpg or png (but stored as a jpg)
  • If there is no picture, an employee Monogram will be shown
  • You can upload during the hire employee or hire applicant process and you can crop and scale to fit as needed
  • You can disable this management in legacy and you can remove the picture management in the Employee HR profile Screen.
  • You can add Employee product picture to the Employee Profile index page

Smartforce

Various Fixes and Updates
We have made several other fixes and enhancements, including:

    • Provide Sage GL export file in QueryBuilder
    • Fix broadcast message text field to match database field size so that user cannot enter more characters than can be stored in the field
    • Allow role HRCoreAdministratorQuery role to run Employee Detail report
    • Fix issue with address not showing on first day of week in Employee Schedule Location Address report
    • Add missing required query abilities to CompanyTLMAdministratorQuery role
    • Add query ability position modules to Position View and Position View Full roles
    • Add Query Schedule Transaction query ability to CompanyTLMAdministratorQuery role
    • Fix issues with session timing out after entering password in session

timeout window pop-up

  • Implement new Positive Pay file format for PNC Bank
  • Create new Invoice Summary With Detail report version
  • Implement DailyPay integration automation
    • Update direct deposit settings for employees opting into DailyPay and do not prenote
    • Provide notifications to client and employees
    • Improve employee validation (do not use SSN, validate by employee ID plus another field)
    • Disable direct deposit change requests via ESS with DailyPay is enabled
    • Update direct deposit settings for employee opting out of DailyPay and prenote only as needed
  • Create Sage AR TLM 3rd party export
Smartforce and legacy

This release focuses enhancements to the TLM application as well as other various fixes and updates.

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Feature/Application Details Platform
TLM Enhancements In our continuing effort to increase legacy functionality into the Smartforce Time and Labor Management application, we’ve added new enhancements that include:

    • Added Post and Employee options to the Billing Level field and made Invoice Format options dependent on Billing Detail selected in Customer Master Billing Settings
  • Made Billing Level, Billing Cycle, Billing Detail, Invoice Format, OT Group and OT Base fields in Customer Master Billing drop-downs to match legacy
  • Fixed issues with archived week not appearing in list of weeks available to be de-archived in Smartforce and week scrolling in TLM Schedule for archived weeks
  • Fixed an issue where Start Date of an absence record cannot be edited and prohibit absence and shift date overlaps with absence record being created / edited
  • Implemented a new prompt for starting a week when creating a new schedule week for a newly created Business Unit
  • Added a new Division Settings for default performance tracking reason and use default when prompting for a performance tracking reason (remove employee, replace employee):

  • Added a Shift Code field to TLM tab on Employee Profile and clean up Shift Code maintenance screen
SmartForce

Integration of Guardtek and Smartforce
  • Added support for the new GuardTek enable/disable guardroom feature, as well as location and site functionality to Trackforce-Valiant integration
  • Added GuardTek Punch Integration Endpoint changes to accept CA meal and break penalties
Smartforce

Compliance Updates
Made updates to our payroll compliance and associated forms:
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  • Form 941 Q1 2022 update
  • Mastertax Q1 2022 update
  • ADP Q1 2022 update
Smartforce and Legacy

Updates to Smartforce Portal
We made updates to enable the user to stay on the pending terminations index page to speed the acceptance of multiple pending terminations Smartforce and Legacy

Various Fixes and Updates
We have made several other fixes and enhancements, including:

    • Fix issue when creating a new customer so that Start Date can be edited and when creating / viewing / editing a customer so End Date is not automatically set
    • Do not allow ‘Manual’ payment method on non-manual payroll batches
    • Fix permissions so that only the role ‘UnlockTLMWeek’ can perform unlock actions (day and week) and only assign that role to role groups that contain at least one of ‘TLMAdministratorRole’, ‘TLMExec’, ‘BillingAdmin’ or ‘TLMAdminFinancial’ roles
    • Fix issue that ‘return’ button does not allow user to proceed after

entering email address when performing ESS registration on mobile app

  • Fix performance issues with large notification broadcasts
  • Created Costpoint AR export for Meritus Health
  • Implemented DailyPay integration automation
    • Update direct deposit settings for employees opting into DailyPay and do not prenote
    • Provide notifications to client and employees
    • Improve employee validation (do not use SSN, validate by employee ID plus another field)
    • Disable direct deposit change requests via ESS with DailyPay is enabled
    • Update direct deposit settings for employee opting out of DailyPay and prenote only as needed
  • Create new ‘Tour Transaction Timesheet By Employee’ report with updated signature verbiage
Smartforce and legacy

This release focuses on some general maintenance and clean up as well as various fixes and updates.

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Feature/Application Details Platform
Trackforce Valiant Integration Updates We made some updates to our integration with Smartforce and Guardtek:

  • Enable Trackforce sync by default when doing “Quick Create customer”
  • Update GuardTek API calls to pass punch settings from Smartforce
SmartForce

Smartforce Ease of Use Enhancements
This release added an ease of use enhancement to the employee portal with the implementation of a “DotLiquid” template in Query Builder which allows users to format queries with templates and download custom file when results are visible Smartforce

Legacy Feature Migration
We added one more update to our legacy to Smartforce migration removing the “null” data that auto-populates text fields when creating a Customer Smartforce and Legacy

Various Fixes and Updates
We have made several other fixes and enhancements, including:

  • Fix users with ScheduleTimeConfirmation role cannot perform Confirm Detail action due to permissions issue
  • Fix Leave Request Start Date and End Date not displaying correctly issue
  • Do not allow Manual payment method in Off-Cycle and Regular payroll batches
  • Fix Weekly Certified Payroll report to match values on Payroll Register
  • Allow roles SchedulingShiftManagementCreatePermanentShift and SchedulingShiftManagementTemporaryChanges to Create Multi-Shift
  • Show password format requirements when setting password as an Employee Self Service (ESS) user
  • Auto populate regular rates when entering bill or pay Adjustments in TLM Schedule
  • Make sure ESS self-registration process completes in cases where a step in the process results in an error (i.e.: all or nothing)
  • Add effective dated Regular Rates screen to Employee Profile
    • Replace Pay Rate Change left-nav collection with Regular Rates
    • Update current employee Pay Rate when Regular Rates are updated (as needed)
    • Add Reason column to Regular Rates template for utility
    • Disable direct updates to employee Pay Rate in Smartforce
    • Update Query Builder views to allow reporting on Regular Rates
  • Do not default address fields when creating a 3rd party payee in the Deductions screen in Employee Profile
  • Fix error when running Employees Scheduled Less Than Hours report
  • Allow non-US clients to enable auto-assign of employee numbers
  • Make reports ported to Smartforce from Vision archive data aware
  • Escalation: Create Query Builder Work Locations view for Crunch-Time export
  • Escalation: Create Sage AR TLM 3rd party export
  • Escalation: Merrill Lynch outbound file changes
  • Escalation: Add option to Tour Transaction Details report to page break on each employee
  • Escalation: Create Costpoint AR export
  • Escalation: Fix error when running Employee Detail report
Smartforce and legacy

This release focuses on Leave Request improvements, year end compliance documentation, as well as some enhancements for ease of use.

Feature/Application Details Platform
Enhanced Leave Requests We have made some significant enhancements to the Leave Request process to increase efficiency and user experience:

  • Added hours to leave request start and end date fields
  • Improved employee-manager interaction during submission/approval process
  • Improved manager view of leave requests to make required actions more visible
  • Improved conflict handling between leave requests and with absences
  • Fixed issue with leave requests resulting in payroll adjustments with no Pay Rate
  • Added ability to enable/disable leave request functionality for client and/or employees at client level
  • Improved employee and client leave request index page layout
  • Made leave requests available for reporting in QueryBuilder
  • Improved default leave request hours calculation by taking affected shifts into account
SmartForce

Year end Compliance
We completed our year-end compliance documentation,including:

  • 2021 480 electronic file exports (480.6SP and 480.5)
  • 2021 1099 electronic file export
  • 1099-NEC printed form (Copy A, 3-up)
  • 2021 Form 940/940 Sched. A
  • 2021 Mastertax Q4 update
  • 2021 ADP Q4 update
Smartforce

Smartforce Ease of Use Enhancements
  • Grant permission for billing related actions to required roles that were previously only available to users with AllowAll (“superuser”) role
  • Move Shift and Employee view options in TLM Schedule Grid to main page
  • Reorder TLM Schedule Grid filters and add new “Standout Shifts” section
  • Allow sorting by Invoice Method on Unfinalized Invoices screen
  • Improve configurability of billing emails to add Business Unit settings for:
    • Sender Name – name to show as sender of billing emails
    • Sender E-Mail – email address to show as sender of billing emails
    • Reply E-Mail – email address that may show as reply to address on billing emails – used if provided, otherwise Sender E-Mail is used
    • Return E-Mail – email address that may show as return email address on billing emails – used if provided, otherwise Sender E-Mail is used
  • Improved the rendering of temporary assignments in TLM Schedule grid to differentiate and allow filtering for those with and without permanent assignments
Smartforce

Legacy Feature Migration
We continue to add more legacy features from Vision to the Smartforce application, including:

  • Added additional features for Patrol Posts
    • Support drag & drop in TLM Schedule Grid
    • Prevent changing a patrol post to a tour
    • Fix display of patrol posts in Schedule Instances screen
    • When creating a new week set patrol post confirmed/billable stops to default
    • Fix issue when quick creating patrol posts
    • Support Confirm In and Confirm Out of patrol posts
  • Added the ability to delete and undelete weeks from TLM Schedule
Smartforce and legacy

Various Fixes and Updates
We have made several other fixes and enhancements, including:

  • We have changed all references in Smartforce from “Trackforce” to “Guardtek”
  • Allow managers who have no permission to manage employees from another department to confirm those employees if they have already been assigned to a department for which they have permissions
  • Fix issue when Create New week results in employee being assigned to multiple overlapping shifts (e.g.: employee temporarily unassigned from permanent assignment and permanently assigned to another shift in prior week)
  • Fix issue when multi-selecting properties in Reports library view
  • Fix issue in TLM Schedule when displaying split shift Contract and Actual hours
  • Fix issue where accrual KPIs do not appear when employee is active in multiple business units with active accruals in each business unit
  • Fix issue where Qualification filter Is not applied when posting a shift
  • Fix font size making punch action buttons not visible issue in mobile app
  • Fix permissions for roles to access Post Rate Management index screen
  • Make location display only when editing a position master record
  • Fix issue when sorting absence records by end date
  • Fix issue where Zip changes are dropped from address change requests
  • Make Start Date editable when creating a new Customer record
  • Enable Payroll Calculators access for users who can see Payroll mega-menu
  • Fix issue where PDF documents don’t always display the latest version (i.e.: cached copy displays rather than the updated version)
  • TLM-Specific Fixes:
    • Fix issue where Quick Create – Multi Shift results in a rendering error
    • Fix issue where creating an opening on a specific day results in the opening being created in a different day
    • Fix issue where the schedule grid exhibits “glitches” after excessive scrolling up and down when there is a lot of data
    • Fix pivot table error in ESS My Schedule view
  • Made Requested changes to Merrill Lynch outbound file
  • Added “Others Pay” to ADP payroll export
  • Made Requested changes to Merrill Lynch inbound file
  • Fix issue where Calculate Billing background job result is not accurately reflected in UI
Smartforce and legacy

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This release focuses on integrations between Smartforce and Guardtek, as well as some enhancements to reports and ease of use.

Feature/Application Details Platform
Year-end Compliance Updates As we end the year, we had updates from our Compliance group to a number of forms, including:

  • Domestic W-2 2021
  • W-2 VI 2021
  • 1099 2021
  • PR 499-R/W-2PR 2021
  • PR 480 2021
  • 499 electronic file 2021
SmartForce

Smartforce Features added from Legacy System
We have added legacy features (Vision) to Smartforce, including:

  • Making Patrol Posts functionality available in Smartforce
  • Implemented Delete/Undelete scheduled week(s) functionality in Smartforce
  • Fixed Invoice List “No Records to report on” error
Smartforce

Smartforce Ease of Use Enhancements
We’ve been consistently updating the ease-of-use improvements in Smartforce in each release. This release focused on Billing Improvements:

  • Improved invoice batch invoice filtering (exclude extra days, fix customer filter)
  • Add status column to invoices (Processing, Generated, Finalized)
  • Update billing calculation background job to only select Generated invoices, set status to Processing, calculate billing, regenerate invoices, and then reset status to Generated
  • Change the “generate invoices background job” to only select customers that are not already in process, only select Generated invoices, set status to Processing, generate invoices and then reset status to Generated
  • Change regenerate invoice background job to only select Generated invoices, set status to Processing, regenerate invoices and then reset status to Generated
  • Change the “finalize invoice background job” to only select Generated invoices, set status to Processing, recreate invoice PDFs and then set status to Finalized
  • Apply division rounding setting to invoice subtotal during invoice generation
  • Add Reset Status action in case an invoice operation gets “stuck”
  • Fix issue with responses to invoice emails so clients can configure return address as E-Mail field in Billing > Business Unit and clean up email sender name
  • We also Improved Others Pay usability by customizing template for Reason lookup, adding filters to GL Account lookup and requiring Reason field:
  • We also updated the default action in Location collection in Customer Master and Position Collection in Location Master to Show the selected child object, and added Status, Department columns to combined Employee Profile index page:
Smartforce

Various Fixes and Updates
We have made several other fixes and enhancements, including:

  • Fix new hire form to correctly validate and handle missing non-US “SSN”
  • Refine business logic to enable/disable Important Actions in menus so that they match when the corresponding menu item is enabled/disabled
  • Changes to support tour functionality in Smartforce:
    • Add Position Shift List context menu option in TLM Schedule to show Available Shifts collection in Position Master for selected tour times
    • Add bulk actions in Available Shifts collection when viewing tour shifts
    • Add tour related fields and fix field issues when Create/Show/Edit shift from Available Shifts collection
    • Reorganize fields in shift picker in TLM Schedule when creating a shift
  • Fix issue in TLM Schedule when displaying split shift Contract and Actual hours
  • Fix issue with invoice number handling during invoice finalization
  • Fix customer default and location filtering when creating a forbidden employee entry in Customer Master
  • Handle different combinations of purchased modules for hiring
    • Reorganize hire/quick hire menu options
    • Add required fields to HR Quick Hire
    • Add required fields to TLM Quick Hire
    • Drop Create Employee (Quick Hire should be used going forward)
  • Fix issue where invoice generation fails when Customer or Location billing address is more than 30 characters
  • Fix issue with Move/Copy Employee utility in Legacy where FWT Status and Rate History fields do not get moved/copied
  • Allow approving leave requests for future and uncreated weeks
  • Fix issue with some Android users who cannot save downloaded pay stubs
  • Enhance Bulk Upload template to support new IDType and Country fields regardless of the state of internationalization enhancements
  • Fix issue when bulk creating openings in TLM schedule where opening row, permanent opening row and last tour open rows are not rendering correctly
  • Improve phone number validation for SMS/TXT schedule broadcasts
  • ix issue where SSN and Pay Rate are not displaying correctly in combined Employee Profile
  • Support SIN entry (Canadian tax ID) when registering in mobile app
Smartforce

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This release focuses on integrations between Smartforce and Guardtek, as well as some enhancements to reports and ease of use.

Feature/Application Details Platform
Guardtek – Smartforce Integration Enhancements We have made some enhancements to strengthen the integration between our Guardtek Tour Management Solution and Smartforce.

  • We’ve added the ability to send the location address and the geofencing radius to the Guardtek app to improve time recording accuracy.
  • We’ve also added a schedule exception indicator to the TLM Schedule cells and a schedule exceptions KPI to the TLM Schedule grid

   

SmartForce

Smartforce Reports added from Legacy System
We have added even more reports to Smartforce from the Legacy system, further enabling you to pull more reports and gather intelligence. SmartForce

Smartforce Ease of Use Enhancements
We continue to make enhancements to Smartforce to improve our user experience, including:

  • Updating the TLM application to include functionality if users don’t own the payroll and HR applications
  • Limit screen refreshing when changes are made in TLM Schedule grid
  • Some additional interface enhancements include:
    • Enable search filter in Customer column of Location master in Smartforce
    • Add Phone # column to combined Employee Profile index page
  • We’ve added an “Employee Others” Pay/Bill rate management to Smartforce

Smartforce

Various Fixes and Updates
WWe have made several other fixes and enhancements, including:

  • Fix issue with Q2 2021 Form 941 with incorrect data in box 5a(i) and handling of negative amounts on Schedule B
  • Fix issues with combined Employee Profile where some actions redirect to older functionality and errors when terminating from index page
  • Fix issue to make pending punches in mobile app use business/rounding rules when they are approved
  • Fix issue with multiple department filters and caching
  • Fix issue with Punch vs. Paid report
  • Refine Customer, Location and Position roles to limit access to only those hierarchy objects to which they should have permissions
  • Modify abilities associated with TLMScheduleMaintenance, TLMPositionMaintenance and ComapanyAdministratorQuery roles
  • Add Priority field to Implementations Utility
  • Move deduction Priority field to employee level and update affected calculations
  • Add OT2 field to Payroll Exceptions screen and include when creating payroll exception records
  • Fix Mastertax export data field size to handle larger amounts
  • Fix rendering issue with new combined address field on combined Employee Profile
  • Provide more logical and configurable default assignment type when assigning an employee to a shift
  • Add ability to enter times as well as dates when creating absence records
  • Fix issue where page title in browser tab doesn’t match the page
  • Add Hours field during single day Leave Request creation
  • Support SIN entry (Canadian tax ID) when registering in mobile app
Smartforce

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This release focuses on more international TLM, new reports in Smartforce and ease of use enhancements and fixes for our customers.

Feature/Application Details Platform
Smartforce Ease of Use Enhancements We have continued to make changes to Smartforce to ensure better ease of use, including:

  • Reorganizing TLM and Report menus as well as adding a link to help pages
  • Made improvements to the reports screen to:
    • Expand SubCategory by default on index page
    • Separate reports from QB reports
    • Clean up parameter filters
    • Change default for Zero Out Hours if Rate Zero flag to false (not checked)
    • Add complex date picker control
    • Make Execute and Cancel buttons float when scrolling on report Execute screen
    • Display correct Department options based on context
  • Made changes to the TLM Schedule
    • Include split schedules correctly in section hour totals (Contract/Actual)
    • Fix Employee Detail display issues
    • Make terminology for displayed values consistent between screens
    • Add tooltips (hover help) to schedule icons
  • Moved the Change Request menu item from HR menu to Employee menu
  • Fixed an issue where fields are auto-populated incorrectly when creating a user
  • Added the Release History section to Dashboard
  • Removed the NewDivisionalEmployeeRehire action from Employee Profile
SmartForce

Smartforce International TLM – Phase 1
We continue to build out the internationalization of the Smartforce TLM by supporting international addresses on billing invoice templates as well as well as legacy Vision report templates that display address information. SmartForce and Legacy

Smartforce Reports added from Legacy System
We have added over 100 reports to Smartforce from the Legacy system, further enabling you to pull more reports. These reports center around:

  • 27 Billing Reports
  • 19 Employee and Customer Reports
  • 5 Incident and Location Reports
  • 13 Operations Reports
  • 9 Management Reports
  • 26 Payroll Reports
  • 14 Schedule and Time and Attendance Reports
Smartforce

Various Fixes and Updates
WWe have made several other fixes and enhancements, including:

  • Fix issue on TLM Schedule screen where header overlaps mega menu options
  • Honor division setting to allow Confirm In/Out time entry in TLM
  • Fix security issue where new user can perform Administrator actions
  • Limit actions that can be performed by users with ScheduleView role so that they cannot modify TLM schedule data and so they get useful exceptions
  • Fix bad meal duration calculation entering meal times in some instances
  • Fix partial data update resulting from an error during Change Pay Rate and provide a detailed exception message
  • Fix issue with Quick Create (Customer/Location/Post) where values are not being populated from associated defaults
  • Fix issue where employees removed from a schedule are not displayed correctly in the legacy Performance Tracking report
  • Fix configuration error with 10 minute rounding rule
  • Improve session timeout functionality to work regardless of tab focus and complete logout based on elapsed clock time
  • Create role with access to Chauffeur Tax Report so users can run it
  • Fix background job failures when Calculate Billing & Payroll Weeks (Selected) in Scheduled Week screen
  • Correctly support data filters in Employee Personal Profile and Employee Company Profile
Smartforce

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This release focuses on the beginnings of TLM international, plus a lot of fixes for our customers.

Feature/Application Details Platform
Smartforce International TLM – Phase 1 We have begun the initial phase of building features and functionality to enable international customers to leverage our TLM application in Smartforce. The first part of this project entails adding a validation of UK formatted phone numbers, and future releases will add more address functionality. SmartForce

Payroll Compliance Updates
Three payroll Compliance updates were made:

  • Added the Q2 2021 941 forms and worksheet
  • Added the Q2 2021 ADP export format
  • Added the Q2 2021 Mastertax export format
SmartForce and Legacy

Jobvite Integration Phase 2
We’ve now added the additional functionality to our Jobvite integration, enabling clients to add direct deposit account data as part of the information passed over to Smartforce.

Mobile

Various Fixes and Updates
We also made significant updates and fixes to known issues to further enhance the product, including:
TLM Fixes

  • Fix issue with positions being combined in TLM Schedule at Business Unit level
  • Assign permission to create contacts for a location to a role so it is available to users
  • We fixed the handling of Holiday Default records so holiday dates cannot be altered, holidays are pushed to locations, cascade the deletion of location holidays, added the ability to copy existing holidays to future years and cleaned up the UI on holiday screens
  • Added the option to disable entry of pending punch in time when punching out in mobile if punch in was not previously completed
    System will now perform standard scheduling conflict checks when changing a shift time
  • Fixed the 10-minute rounding rule for time entry
  • Created a 5-minute rounding rule for time entry
  • Enabled a delete functionality in Shift Master
  • Created a screen to show broadcast messages sent with type, method and success/failure with drill-down to see message details
  • Added a TLM Schedule shift Action to clear Check Shift exceptions – effectively a “Confirm Detail” using the best available shift times (actual, scheduled, etc.)
  • Fixed an error with Vision CTTDR report (by adding missing DLST data)
  • Fixed an error when trying to edit invoice due to field size mismatch on employee address

Employee Portal Fixes:

  • Improve security to prevent non-ESS users from resetting passwords of other non-ESS users
  • Fixed an error when trying to save custom groups E, F and G values in Smartforce
  • Fixed a data filter issue where Employee Personal Profile and Employee Company Profile do not honor data filters on role groups
  • Improved the UI when user forgets their login token in mobile to be more intuitive

Employee Fixes:

  • Fixed the error when bulk loading employees who have head of household filing status
  • Updated the hierarchy fields when the Business Unit is changed in Quick Hire
  • Fixed a permissions issue to correctly use employee default values to be assigned during Quick Hire
  • Restored the employee accrual balances and daily time fields in ESS Leave Request screen

Payroll Fixes:

  • Fixed the handling of deductions in Smartforce when 3rd party payee is removed from employee deduction and add actions when editing an employee deduction in a payroll batch to remove/ restore a 3rd party check
  • Created a Sage GL Payroll export
Smartforce

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This release focuses on a combination of mobile improvements, some TLM improvements and more ease of use for our customers.

Feature/Application Details Platform
New Consolidated Employee Profile In an effort to make it easer to change employee information within the system, we have finalized the central Employee Profile.

This is a new Menu item that enables all changes to employee information. You can also access employee profiles from any module, and the information will synchronize across the platform:

In addition to this, we also made all the Employee Matrix screens consistent

SmartForce

Compliance Updates
Two payroll Compliance updates were made:

  • Fixed the SQL for a 941 PR field mapping issue
  • Fix DC Tipped Wage report issues with FEIN, company name, UI account number and reporting period to allow file to be submitted
SmartForce and Legacy

New Mobile “Shake to Get Support”
Our Mobile solution now features the ability to log a support request, simply by shaking your phone. If you wish to make a request – shake the phone, and a dialog will come up with comments on the nature of the request, and a screenshot of the last screen you were on.

Additionally, the system will attach a copy of the application log file to support to better troubleshoot the nature of your request:

Mobile

Display Permanent and Temporary Employees in Schedule Details
Added to the TLM module is the ability to display both the temporary employee on a shift as well as the permanent employee below. This feature also standardize field names, fixes employee name format (last-first-num) and shows shift Information times in date+time format:

Smartforce

Updates on Accruals
AWe made several updates to the accruals function, including:

  • Allow new accrual earnings to be added to an employee with effective date prior to current date (with option to recalculate balances after adding)
  • Fixed multiple issues that result in erroneous accrual pending payouts, highlight accrual pending payouts in payroll batch and add the ability to manually delete accrual pending payouts
  • Allow editing in Service Calendar in Smartforce when there is accrual history for the earning with option to recalculate accrual balances after change
  • Allow backdating effective date when adding a new Service Calendar with option to recalculate accrual balances

Smartforce

Various Fixes and Updates
We also made significant updates and fixes to known issues to further enhance the product, including:

  • Fixed where default hours are applying when creating payroll batch at work location department level instead of home department level
  • Fixed issue with Customer Analysis Report in Smartforce not returning any data
  • Modified check voiding to correctly handle YTD deductions reversal
  • Added Employee Number column to TLM Employee picker screen
  • Allow split shifts to be removed in Smartforce by adding an “Un-Split” option and a Split filter and fix calculation of Contract Hours to properly handle splits
  • Add ability to toggle TF Sync Enabled flag for multiple Customers as a bulk action
  • Hide the “Day 1”… “Day 7” labels in the Create New Shift screen from Schedule Maintenance for Positions
  • Adjustments to Query Builder views to allow invoice data to be combined with Business Unit rate data
  • Fixed issue with check for locked week on Payroll Adjustments upload
  • Only show Copy Week Before setting at hierarchy levels below Business Unit if the Copy Week Setting From Customer flag is set at the Business Unit level
  • Make “LocationNo” field searchable in Location index screen
  • Track revisions in Audit Trail where not available on some Show pages
Smartforce

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This release focuses on a combination of mobile improvements, some TLM improvements and more ease of use for our customers.

Feature/Application Details Platform
Smartforce Ease of Use Enhancements The team has been working over the last few releases on ease of use, and making enhancements to user interface and experience:

  • “Check Shift” Filter: You can now filter the schedule in TLM for any employees with a punch exception (e.g., a missed punch), which will display an asterisk (*) on the shift.
  • New Schedule Broadcasting Rules: Users now have the ability to either broadcast schedules via Email, SMS/Text, or both. SMS is a separately licensed feature, but all clients will have Email available to them.
  • Payroll and Billing Adjustment Screens: We have matched up the payroll and billing adjustments screens with our legacy platform as well as the TLM module, for ease of use.
  • theEMPLOYEEapp Connectivity: We now have a button in theEMPLOYEEapp to access Valiant Mobile for those clients using both – this will allow seamless connectivity in moving from one app to the other.
SmartForce

Various Fixes and Updates
We also made a few fixes to known issues to further enhance the product, including:

  • Fix an error being displayed when running GL export in Smartforce
  • Allow users with “EmployeePayrollAccrualManagement” role to edit accrual Basis Date
  • Improved validation of date fields with FBA integration to reject dates that include timestamps
  • “Employee Count” KPI has been renamed “Active Employees” and updated to calculate total active employees by unique SSN.
  • Clearer Valiant Mobile App exception handling when displaying Paystub and enable re-download of Paystub
  • Plus various other fixes – you can refer to the official release notes for more details
SmartForce

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This release focuses on making more updates to TLM and Billing, along with a few changes and fixes for usability.

Feature/Application Details Platform
Smartforce Ease of Use Enhancements We continue to push out a few enhancements all designed to increase usability and the user experience. Here is a summary of new updates:

  • Department Security Filters: We’ve adjusted the filters so that it limits access to customers and employees, according to the defined hierarchy of access
  • TLM Schedule Fixes: We added the ability to sort customers by name or search when using the multi-shift feature on the schedule “Quick Create”. We also made it easier to manage changing shift times when the shift crosses over days (it always assumes that the shift starts on the original start day and is less than 24 hours long)
  • TLM UI Updates: We fixed an issue where the cell ellipses disappear in some instances and made it so the “next and prior week” arrows still function when the schedule is scrolled down past the top header.
SmartForce

TLM Billing Module Improvements
We have continued our polishing up for the Billing module with a few additional fixes:

  • We fixed an issue where the invoices sometimes will not render completely
  • Made a fix that ensure the notes in the Billing Exception and Confirm Detail appear on the invoices (if the “add notes to invoice” is checked). We allow notes to be entered for any Payroll Exceptions.
  • We fixed the error that showed “unable to evaluate page data” when navigating to another page when starting a background job.
SmartForce

End of Quarter Compliance
As we approach the end of Q1, we made important compliance changes to the system, including:

  • Implementing the Mastertax periodic file for Q1, using their new format (CTS format is no longer valid)
  • Made compliance fixes for the 2021 Form 941 around third-arty sick pay and the calculation of Box 7
SmartForce

Various Fixes and Updates
We also made a few fixes to known issues to further enhance the product, including:

  • Fix issue with permanent shifts not being copied into future weeks when creating multi shift in TLM Schedule
  • Fix issue with removing an open shift from a schedule sometimes resulting in an error and/or the shift appearing in a prior day
  • Fix issue with billing calculation not selecting correct date range due to bad modify date filter
  • Fix issue where Employee and Earning Type fields are not displayed after payroll adjustment import file is uploaded
  • Implement Regular Rates functionality in Smartforce, add Reason field to Regular Rates in Legacy and include Reason in pay rates history records
  • Update Merrill-Lynch import format to set 401K percent deduction code based on payroll ID
  • Fix creation of a shift in New Shift so hierarchy (BU/Cust/Loc/Pos) context is respected (i.e.: populated per where shift is being created)
  • Fix error when attempting to remove employee from Shift
SmartForce

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Our first release of the new year, here’s some highlights:

Feature/Application Details Platform
Smartforce Ease of Use Enhancements More enhancements on our ongoing ease of use initiative, focused on:

  • Mobile PDF Viewer: We’ve made it easier to view and download PDFs from a mobile device
  • Canadian TLM Support: Support for Canadian SIN number character sets, and Canadian provinces in State Dropdowns
  • TLM Improvements: fixed alignment and spacing on filters and grouping of similar shifts on the schedule
  • Tour Master: we’ve implemented a tour master functionality to enable quick create and removal of tour information within the Smartforce schedule
SmartForce

TLM Billing Module Improvements
We’ve gone back to billing and made a few enhancements:

  • Corrected Sender address on Invoices not showing up in emails
  • Enhanced Rendering on finalized invoices
  • Fixed some saving errors on TLM Billing adjustments
  • Added Reset AR flags to enable exported invoices to be re-exported
  • Fixed a few validation errors on creating bi-weekly payroll batches
SmartForce

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