Attendance straight to freee and KING OF TIME, formulas that follow traffic, and your own forecasts

Closing the month should not mean retyping attendance into payroll, and a quiet Tuesday should not be staffed like a sale day. Version 2.23 sends attendance straight to freee 人事労務 and KING OF TIME, lets shift formulas follow your traffic forecast, adds request deadlines and a publish target for the schedule, and lets you upload your own forecasts to analytics.

Organizations that run payroll on freee 人事労務 or KING OF TIME can now send a month's attendance from Boutique DX instead of entering it a second time. An admin connects the service once in Settings › Integrations, and the attendance Export window then offers it as a data option.

• freee 人事労務. Each person's clock-in, clock-out and breaks per day are sent, along with their scheduled days off. Sending a month again updates the days it sends, and a day with no clock-out yet is never sent. Paid leave and absences already in freee are left as they are.
• KING OF TIME. Each completed day's clock-in, clock-out and breaks are sent. Days that already have punches in KING OF TIME are skipped, so sending again never doubles them.
• Matching staff. People are matched by their employee number in the "ID 2" staff field. Staff without a number, or sharing one, are listed in the result instead of being sent, and any day that couldn't be sent is reported.

The Export window now works like the other export windows: pick the data, then choose Excel or CSV. Organizations in Japan can save the CSV as UTF-8 or Shift-JIS for tools that need it.

In stores with traffic predictions, a daily store formula with a fixed goal, such as "at least 3 staff each day", has a new Adjust with the traffic forecast option. Turn it on and set how much to add or remove for each traffic level, from "a lot more than usual" to "a lot less than usual".

• On the schedule. The day's goal rises or falls with the forecast, a small +/− badge appears on the cell, and warnings use the adjusted goal. Hover the badge to see the usual goal and the day's traffic level.
• In the formula window. The "Formula Default Goal" shows both the usual and the adjusted goal, with the reason, such as "Adjusted by the traffic forecast: A lot less than usual −1".
• Safe by design. A goal you typed for a specific date is never adjusted, the goal never drops below 0, and existing formulas stay unchanged until you turn the option on.

In Shift settings › Shift requests, a new Request deadlines dialog gathers the limits on how late staff can ask for a date.

• Monthly deadline. For example, requests for next month close on the 20th. Choose whether a late request is still accepted and marked "Late", or refused, and send a reminder before the deadline.
• Clear for staff. When making a request, staff see the month's deadline. Dates past it are flagged, or greyed out when late requests aren't accepted. Minimum notice now applies on the web as it already did on the Companion app.
• For managers. Requests a manager files on someone's behalf are not held to these limits, and late requests carry an amber "Late" tag in the Requests list and the shift panel.
• Publish target. Set the day each month's schedule should be published by. The Publish button shows an amber dot as the day approaches and a red one once it has passed, and reminders arrive in the notification bell.

Both are off until turned on, and a store follows the company's setting unless it sets its own.

The daily timeline window in the shift schedule now shows the store's 15-minute traffic under the staffing line: actual footfall as a shaded area and the forecast as a dashed line, with the day's total in the legend. A new button next to the close icon expands the window to full screen, so a large display can show the whole day. The formula window has the same button.

Managers can also change a shift in place: click the shift symbol on a person's bar, day-off bars included, and pick another of the store's shifts from a searchable list. "More options…" opens the full shift panel.

Apply and Unselect in the shift schedule now open one window where you pick the scope: a date range (from today by default, handy when re-planning mid-month), which staff, and which shift kinds (work, day off, paid holiday, sick leave). Unselect also lets you choose which shifts to clear (predicted, manual or from an approved request), clearing only predicted ones by default. The counts shown are exactly what the confirm button changes.

A new Forecasts page in Settings › Analytics lets admins choose, for each forecastable KPI, whether Boutique DX computes the forecast or your team uploads it. Set it once for the company, then override it for an individual store. A KPI a store doesn't set shows "Inherited from company configuration" and keeps following later company changes, and "Use company configuration" sends one KPI, or all of them, back to the company setting. The same page sets the indicator KPI shown in the traffic forecast.

In the analytics table, hovering a forecast value now says whether it is an "Uploaded forecast" or a "Computed forecast".

Admins and store managers get an Import forecasts button on the Analytics page, available once at least one of the store's KPIs is set to Uploaded.

1. Download a template prefilled with the store and the coming days.
2. Fill in each KPI's daily forecast, with optional upper and lower bounds, and drop the file in.
3. Check the preview. Each row is marked as new, already existing (it will be updated) or in error, with the reason: an unknown store, a store you can't manage, a past date, a negative value, a KPI not set to Uploaded, or the same store, date and KPI on two lines.
4. Confirm. The rows are sent with a progress bar and appear in the analytics table as uploaded forecasts.

If part of the upload is refused, it stops there and keeps the preview, with the rows already saved marked, so you can fix the rest and send it again.

On a store's Shift settings tab, each switch now shows "Inherited from company configuration" when the store hasn't changed it. A switch the store set itself offers Use company configuration to follow the company again, without resetting the rest of the store's setup, so the go-live date, quotas and break categories are kept. Switches a store leaves alone keep following later company changes.

Organizations on a custom payroll format also get paycode rules per store. A store's Shift settings tab lists the company's paycode rules that apply to it, each tagged Company, Overridden or Off in this store, plus any codes only that store pays. A store can override a rule's days, time window or unit, turn it off, or add a code of its own, such as a state-specific overtime rule. The attendance paycode export uses each store's own rules.

• Booking window on the capacities calendar. The calendar now states how far ahead customers can book, for example "Customers can book 1 to 60 days ahead", following the store's override or the company setting, with a link to change it.
• Description on the web. The appointment form has a Description field under the Title for an extra note to the store, as on the Companion app. It can be read and edited after the appointment is saved.
• Find an appointment by who booked it. The Agenda has a new "Created by" column with a searchable filter, so you can list every appointment a colleague took, for example when a client calls back to reschedule and doesn't remember the date. Appointments booked by someone outside the store's staff list, such as a central reservation team, show their name too.
• Client search tolerates spelling differences. Searching the Agenda by client name also finds close spellings, so "Sara" finds "Sarah" and "Katherine" finds "Catherine". Very short search terms still match exactly.

Also in 2.23

Shift Management

• The two store-wide formula groups are now called "Per day, week or month" and "Per staff member", matching what they hold.

Customer Management

• Contacts created by a connected partner system through the API show the source "API" in the Contacts list, can be filtered by it, and have their own colour in the contact-source chart.

Platform

• Boutique DX shows the outline of the header, menu and page straight away while it opens, and pages that take a moment to load show a preview of what is coming. The animation stops if your device is set to reduce motion.