V7.2 First Release Feburary 2019

Owned by DATABASICS, Inc.
Last updated: Aug 15, 2019
3 min read

Updates and Fixes as of 02/25/2019   (Main Release)

Admin & General 

  • TE-8442 - Enable Filter in the Shared Address Details.
  • TE-8500 - Enable Quick Search to Employee, WBS 1 to 4 setup screens.
  • TE-8650 Admin Utilities- Allow multiple popups and link to same popup window if new row selected.
  • TE-8659 Admin - Credit Card Utilities Template must be the name of  the CC template (instead of ID)
  • TE-8644 Admin - Improve the style sheets & compress the rows.

Expense

  • TE-8463 - Expense - Personal field should be hidden if the payment type is reimbursable to employee.
  • TE-8290 - Expense Cover Page - Ability to configure the Start and End Date on the cover page with one of the following options:
    • Disable Date Fields on the Cover Page
    • Enable Only one date field on the cover page without default as today's date.
    • Enable Only one date field on the cover page with default today's date.
    • Two Date Fields without default as today's date and with no override by transaction Min/Max Dates.
    • Two Date Fields without default as today's date and enable override by transaction Min/Max Dates.
    • Two Date Fields with default as today's date and disable override by transaction Min/Max Dates.
    • Two Date Fields with default as today's date and enable override by transaction Min/Max Dates.  (Default)

Time & Leave Management

  • New Leave Management Functionality
    • Ability to assign a specific Leave method to the employee level.
    • Ability to adjust accrued leave for unlocked periods.
    • Ability to Pause Accrual for a specific employee for a specific period of time in case of Long Term Leave of Absence.
    • Leave Bank is now supported for future adjustments or cash out of leave for a specific employee.
    • Team Time Off - Ability to proxy in to your assigned group of employees to access their leave and request/adjust their level.
    • Ability to set Accrual Year Start based on the Leave Method.
    • Ability to set Disable/Enable Cumulative Accrual by Leave Method.
    • Improve leave method assignments to support large organizations with multiple Leave Accrual Policies.  

Standard Definition to the Leave Balance Columns:

  • Starting Balance                                 =  Ending Balance from the previous period  (Carry over included for beginning of the year)
  • Bank Hours                                         =  The bank amount for that specific future period and it could be -/+
  • Hours Taken                                        =  The Sum of Hours taken during that period.
  • Base Accrual Rate                              =  Based on the Leave Method it could prorated based on the configuration.  That is the rate in the Method.
  • Adjusted Balance                               =  Manually +/- adjusted hours by admin.
  • Accrued Hours                                    =  It is computed accrued hours based on the Base Accrual Rate such as fixed rate or prorated rate depending on the method and also Pause Accrual is included.
  • Net Accrued Hours                             =  Accrued Hours +/-  Bank Hours +/- Adjusted Balance
  • Ending Balance                                   =  (Starting Balance + Net Accrued Hours) -  Hours Taken
  • Unapplied Accrual Hours above limit = Any accrual above limit allowed it will be saved for later time once the balances goes below limit.









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