Version 1.103

Reject a Timesheet via Timesheet Manager
Start and End date added to Pay Schedule where Split = N (no split date)
Update for Temp invoices and Credit Notes for United States
Customised Label on “Create Deductions” button
‘Create Deductions’ Button updates
Fix for extension of Placements with Timesheets Created prior to 1.94

Version 1.103

Reject a Timesheet via Timesheet Manager

When a Timesheet Status is ‘Submitted’ or ‘Approved’, (with no transactions for the timesheet created), users with access to Timesheet Manager can now reject a timesheet using this feature.

The rejection process is the same as what currently exist under the Client Portal. When a timesheet is rejected, a rejection reason will be required to be provided and the Candidate will receive an email notification of timesheet rejection. Timesheets and Timesheet Entries Status will update to rejected.

Start and End date added to Pay Schedule where Split = N (no split date)

Where:

 Setup > Develop > Custom Settings > Pay Schedule Config  > Manage > Pay Schedule Config Detail > Split Option = N 

when a Payrun Batch is created, the field in the resulting Payrun Batch  “Period Start Date” and “Period End Date” will now be populated with Dates.  

 

Update for Temp invoices and Credit Notes for United States

“Temp” Invoices and Credit Notes have been updated to better capture the unique requirements of Invoices in the United States.

The following changes have been made

Invoices/Credit Note

  1. Page Titles changed from “Tax Invoice” to “Invoice”
  2. “ABN” field removed from the “From” section
  3. Column “Temp/Contractor” changed to “Contractor”
  4. Column called “Rate (ex. Tax)” changed to “Rate”
  5. Column called “Amount (AUD)” changed to “Amount”
  6. Tax Column has been removed
  7. The following totals are removed:
    1. Sub-Total (ex Tax)
    2. Total GST
  8. “Total (inc. Tax)” changed to just “Total”
  9. “Branch Code” changed to “Routing Number”
  10. “Fax” removed from the remittance section
  11. “Post” changed to “Address”

Note: Changes to Perm and Fee Invoices and Credit Notes will be done in 1.104/1.105

To action these changes

Setup > Develop > Sites > ClientPortal (in SiteLabel) > Public Access Settings > Enabled VisualForce Page Access - Make the following Pages visible:

TempInvoice_US_v2
Credit_TempInvoice_US_v2

 

Once this is done, update your Invoice Templates with the new Pages.

Invoice Templates > Select Temp/Credit Note Record  > Update Pages

 

Customised Label on “Create Deductions” button

The label used on the ‘Create Deductions’ Button found in Payrun Batches >  View Payrun  > Preview Payrun can now be customised to suit user requirements. To change the labelling

Setup > Create > Custom Labels > Create Deduction Button > Translation (new)

 

‘Create Deductions’ Button updates

‘Create Deductions’ Button found in Payrun Batches >  View Payrun  > Preview Payrun will now be able to be used when the Status of Payrun Batch = ‘New’ OR ‘Deduction Creation Failed’. It will not be editable if Status = ‘Completed’

 

Fix for extension of Placements with Timesheets Created prior to 1.94

In release 1.94 a change was made to the field ‘is Timesheet Created?’ on the Placement object so that it will become unchecked if a Placement is cloned or if the user manually deletes all timesheets for the Placement and will be checked if timesheets exist for the Placement. This function however did not apply to timesheets created prior to version 1.94.

This could lead to a potential scenario where ‘is Timesheet Created?’ = False but the placement has Timesheets. If the user tries to extend the placement period, then issues may be found for timesheets in final week of a placement which are extended to cover the whole week. This issue has now been fixed.

Version 1.102.3

Grey out ‘Process’ button on Create Payrun Page
Grey out ‘Create Payrun’ button on Create Consolidated Invoice Page

Version 1.102.3

Grey out ‘Process’ button on Create Payrun Page

Once the ‘Process’ button on Create Payrun page has clicked, the button will now grey out so it cannot be reused.

 

Grey out ‘Create Payrun’ button on Create Consolidated Invoice Page

Once the ‘Create Payrun’ button on Create Consolidated Invoice Page has been clicked, the button will now grey out so it cannot be reused.

Version 1.102.2 | General Release

Adjustment Transactions where Daily Awards is Used

Version 1.102.2

General Release

Adjustment Transactions where Daily Awards is Used

In 1.100 a method was introduced called Adjustment Transaction designed to ensure the total quantity of all transactions will equal the total hours of a timesheet.

A fix has been made specific to Placements using Daily Awards.

Unlike other award types, Total Quantity for all these transactions does not apply as the determining quantity factor for each day work has been done is 1.

Calculation in this case has been modified to reflect this.  

Version 1.102

Licence Limit impacts Batch_GenerateTimesheet and Generate Timesheets via Placements

Version 1.102

Contains Critical Set Up to be done on Install

Licence Limit impacts Batch_GenerateTimesheet and Generate Timesheets via Placements

When a user does not have a Portal and Auto Create Portal User = True, (Setup > Develop > Custom Settings >Timecards Config), and Placement > Does Not Use Online Timesheets = True and all Licences for users profile have been used up:

Then an issue has been occurring where users are unable to have timesheets created when generated by scheduled job or manually via Generate Timesheet button on placement as the following issue is being reported:

“Portal User Creation : : Insert failed. First exception on row 0; first error: LICENSE_LIMIT_EXCEEDED, License Limit Exceeded: []”

This issue has now been corrected and timesheets can be created where user/s does not require a portal.

Critical Set Up – Must be done on Install

For this to work the following set-up is required

Setup > Develop > Custom Settings > Maximum Licence Limit > Manage > New >

Populate the following fields: 

  1. Name - This should be the Profile Name of users requiring timesheets and should be the same, (this is case sensitive), as that defined in the following Setup > Develop > Custom Settings > Timecards Config > Portal Profile Name
    
    Licence Name - To find this go to Setup > Manage Users > Profile > Find the User Licence Name for the Profile Name
    
    Licence Limit - This can be any number but cannot exceed the licence limit of the Profile applied. To find the limit Setup > Administration Setup > Company Information > User Licences

Version 1.100

Automatically Generate Bulk Timesheets using Scheduled Batch/Apex Job
Split Timesheet Over Month End
Adjustment Transactions
Timesheet Entries Currency should be the same as Timesheet
Process Invoice VF Pages now segregate Standard Invoice Filter and Transactions Filter Methods
Allow filter by market for Transaction Filters (Process Invoice)
Update Timesheet Manager Transaction Summary Headers
Approved Timesheets not appearing in History until page refreshed
Timesheet manager transaction sort order
Custom Setting to remove Add transaction button on Timesheet Manager
Timesheet Manager – Expense Attachment Popup explanation not correct
When I delete Token Link in the Approvers Contact or Token Link has expired and I submit a timesheet, I get 2 approver notification emails
Sharing Setting of Private on Contact results in a message in ApprovalTimesheet page saying no token link is available but it link is created
Visualforce error in 12 hour format, No Dialog box pop-up
Backing Sheets now showing correct Timesheet Approver
Auto Approve Timesheet Submitted IF Timesheets = 0 hours for the week
Timesheet Approved via token link are reverting from Approved back to Submitted

Version 1.100

Automatically Generate Bulk Timesheets using Scheduled Batch/Apex Job

Multiple Timesheets can now be created using a Scheduled Batch Job. This new feature removes the need to manually generate timesheets for each individual placement and allows for many timesheets to be created at once for many timesheets on many placements at a chosen scheduled time each hour. This solution will also allow for new timesheets to be created where a Placement period end date has been extended.

Five new fields have been introduced to the Placement object. These fields are

  1. Placement > Exclude from Auto Timesheet Creation
  2. Placement > Last Timesheet Creation Date
  3. Placement > Last Timesheet Creation Update Date
  4. Placement > Timesheet Pending Creation
  5. Placement > Auto Timesheet Creation Failed.

When ‘Exclude From Auto Timesheet Creation’ = False and ‘Last Timesheet Creation Update Date’ does not match ‘Last Timesheet Creation Date’ then ‘Timesheet Pending Creation’ will = True.

When a Batch_GenerateTimesheet scheduled Apex/Batch job is run, all placements with ‘Timesheet Pending Creation’ = True will have timesheets created or extended as part of the batch. To find all Timesheets with ‘Timesheets Pending Creation’ = True, a List View titled ‘Timesheet Pending Creation’ can be found in the Placement Object.

When a Batch_GenerateTimesheet Apex job is completed, Timesheets will either be created or extended and ‘Timesheet Pending Creation’ = false. For any Placements that fail to create timesheets the field ‘Auto Timesheet Creation Failed’ shall = True.

Note: For Timesheet Generation by scheduled job to work, a Custom Setting called ‘Timesheets Generation Record Types’ need to be set up. Here the types of Record Types used in the Placement need to be defined (i.e. Temp. Contract).

To set up the Timesheet Generate scheduled job please apply the following script

System.schedule('ScheduleGenerateTimesheetsBatch 00', '0 0 * * * ?', new tc9_ti.ScheduleGenerateTimesheetsBatch());

-> Where  the 00’ in 00’ ‘0 0 defines the scheduled job name and the ‘0 before * * * defined the minute of each hour the job is to run.

Split Timesheet Over Month End

An new field has been introduced to the Placement object called “Split Timesheet Over Month End’. Where this field is True, a single timesheet that runs over the end of a month into the new month shall be split so that one timesheet will complete at the end of the applied month and a new timesheet will commence from the first of the month.

This is be beneficial for clients who require their candidates to fill out weekly timesheets but only pay and invoice on a monthly basis. Split timesheets enable finance to deal with an even months worth of timesheets without having to deal with overflow.

Adjustment Transactions

A method has been introduced in the Timesheet Manager to ensure the total quantity of all transactions will equal the total hours of a timesheet.

Users will find this function especially beneficial where transactions are constantly edited within the Timesheet Manager as this feature will ensure the quantity for timesheet entry transactions balances the total hours submitted on the timesheet and therefore reduces risk of human error when it comes transaction adjustments, invoices and payments. The validation will apply to all timesheets of all Award types with the exception of Daily Award timesheets..

This is an optional function which can be enabled or disabled via

Setup>Develop>Custom Settings>Timecards Config > Validated Transaction Total in TSM

When ‘Validated Transaction Total in TSM = True, if there is a need to apply a timesheet entry transaction outside of the validation rules, the timesheet can have its Adjustment Transaction field set as True. this will exclude it from the transactions validated.

Timesheet Entries Currency should be the same as Timesheet

Currency on Timesheet Entries will now by default be the same as the currency on the Timesheet which will always be the same as the currency on the Placement. The Placement currency is the same as the currency set on the Job Order.

Previously Timesheet Entry was the same currency as that assigned to the User by default. This will no longer be the case.

Process Invoice VF Pages now segregate Standard Invoice Filter and Transactions Filter Methods

Improvements have been made to the Process Invoice VisualForce Page Layout . Users can now choose via a toggle placed at the top of the page if they wish to use the Standard Process Invoice method or the Transaction Filter method to process transactions.

Changes to the Transaction Filters experience when Processing Invoices

Users, when selecting Process Invoices: Transaction Filters view, now have a more versatile set of criteria they can use to uncover the specific transactions to be made available when ‘View Transactions’ is selected. These criteria options are consistent with options available when using Standard Invoice filter. Users can now filter by Date Type (Entry Date, Created Date and Timesheet End Day), Start and End Date, Market, Client  and Invoice Cycle.

In Addition to the above mentioned filters, users will also be required to select the Invoice date. This date will show on Invoices created when Process Button is selected and will form the basis for calculated Invoice Due by Date.

Allow filter by market for Transaction Filters (Process Invoice)

When using the Process Invoices: Transaction Filter view, users can now filter by Market. To filter by market, simply populate the Market Field with the desired market and only transaction that match this market will show.

In addition to this, Market Filter can be made required or optional. To make Market Options

Setup>Develop>Custom Settings>Timecards Config > Market Optional for Transactions Filters = True 

Update Timesheet Manager Transaction Summary Headers

Timesheet Manager summary headers when Transactions are processed have had two columns updated. Total Bill and Total Pay have been updated to Total Bill ex Tax and Total Pay ex Tax to more accurately reflect what the column is representing

Approved Timesheets not appearing in History until page refreshed

When using Approval Portal, when a timesheet is approved, the approved timesheet will now be moved straight into the history tab section of the approval portal without users needing to refresh the page.

Timesheet manager transaction sort order

A sort order has been introduced for all transactions on the Timesheet Manager VisualForce Page. Transactions will be sorted by the following order of priority

  1. Entry Date (earliest date at the top)
  2. Pay Code Sort Order Number (lowest number at the top)
  3. Pay Code Name (descending order alphabetically)
  4. Pay Code Sort Number creation date (earliest date at top)

Custom Setting to remove Add transaction button on Timesheet Manager

To give an Administrator greater control over processed transactions, a new setting has been introduced which will enable and disable users ability to add additional transactions via the Timesheet Manager.

To disable users ability to add additional transactions via Timesheet Manager go to

Setup>Develop>Custom Settings>Timecards Config > Hide Timesheet Manager Add Transactions

When this is selected, the “Add” button will no longer be visible to select so new transactions lines can be added

Timesheet Manager – Expense Attachment Popup explanation not correct

Improvements have been made to the Expense Attachment section of the Timesheet Manager. When a user selects the paper clip symbol in Expenses a pop up will occur as normal however the ‘cancel’ hyperlink has now been changed to ‘close’ as this more accurately reflects the function of the link. Users can select this function to exit the popup both before and after uploading expense attachments.

When I delete Token Link in the Approvers Contact or Token Link has expired and I submit a timesheet, I get 2 approver notification emails

If a token link on the Approver Contact (associated with a Placement) has expired or been deleted and a timesheet is submitted, Approver will now only received one email notification. This email notification will notify the user a timesheet has been submitted and is ready for approval. This email includes the new token link.

Previously, approvers were receiving two emails. This is because one email contained the new token link and a second email notified the approver a new timesheet has been submitted and included the new token link also.

Sharing Setting of Private on Contact results in a message in ApprovalTimesheet page saying no token link is available but it link is created

A fix has been implemented which will allow timesheet data to be displayed on the Approval Portal when using a token link where

 Set Up > Sharing Setting > Contact = Private.

Note: a fix was implement in 1.99 to fix an issue where no token link was being created and email sent to approver when

Set Up > Sharing Setting > Contact = Private

Visualforce error in 12 hour format, No Dialog box pop-up

If a candidate when attempting to use their timesheet using 12 hour (AM/PM) format, and enters an invalid time entry, an On page pop up error validation has been introduced to notify users that incorrect time format has been entered.

Backing Sheets now showing correct Timesheet Approver

Backing Sheets will now source the Timesheet Approver from the Timesheet Entry field found on the Transaction. Previously, Timesheet Approver for backing sheets was being sourced from the Timesheet Entry field found on Invoice_Items_c. This change has resolved an issue in the scenario where Ordinary Hours Award Master type has the following option = True for “Is the interpretation solely based on weekly logic”. As no Timesheet Entry is allocated to invoice_item_c in this instance.

Auto Approve Timesheet Submitted IF Timesheets = 0 hours for the week

To improve efficiency of timesheet approval, timesheets which are submitted with 0 hours for the week and 0 expenses can be automatically approved without needing formal approval from timesheet approvers. To enable this function

Placement > Auto Approve 0 Timesheets = True. 

Timesheet Approved via token link are reverting from Approved back to Submitted

A scenario has been discovered where timesheets which have been approved using the token link provided via email notification is causing timesheet entry status to revert from approved back to submitted.

This issue was happening as Timesheets accessed through the Approval Portal were holding old timesheet entry status values in the cache and not refreshing on approval. This issue has now been fixed and timesheet entry will correctly remain as approved where expected.