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· 5 min read

Net overtime, day-off blackout dates, and a schedule that knows who's at each event

See hours and net overtime beside every name, block day-off requests in busy periods, spot shifts that miss an event or appointment, and manage partner API keys and Salesforce sync.

The end of the month is when scheduling and payroll meet: who worked how much, who is owed overtime, and whose day off clashes with a training. Versions 2.21 and 2.22 bring those answers into the screens managers already use, and add two connections our customers have asked for: partner API keys and a clearer Salesforce sync.

Shift Management

Hours and net overtime, right beside each name

Attendance's monthly, weekly and daily views now show each person's total hours and overtime for the period in a column beside their name.

  • Net overtime. Short hours (time worked below the schedule) are now counted and netted against overtime, so each person has one overtime balance. Hover it to see the overtime and short hours behind it. The monthly overtime limit uses this balance, and exports include Short hours and Net overtime columns.
  • Clearer contract-limit warnings. A red "!" marks a broken contract limit and a yellow triangle a lesser warning, the same way everywhere.
  • Fill all as scheduled. From the attendance header, fill every unpunched day for everyone on screen at once, after a confirmation showing how many days will be filled. Store managers fill only their own store.
Shift Management

Custom paycodes and a new export window

Organizations on the custom payroll format can now define their own paycodes, such as Sunday, public-holiday or night hours. Each paycode applies on chosen weekdays or public holidays, optionally within a time window, can skip store types such as airport stores, and is calculated from recorded attendance.

The attendance Export button opens a new window with one tab per export: all attendance data, staff attendance data and, with paycodes, a paycode file with one row per employee, day and code.

Shift Management

Day-off blackout dates

Some periods, such as sale events or the holiday season, need everyone in the store. Admins can now set blackout dates when staff can't request a day off for themselves. Organization-wide periods can apply to chosen day-off types and stores and repeat every year, and each store can add its own.

Blocked days are marked in the request calendar on desktop and mobile, with the reason on hover. Requests a manager files on someone's behalf, and shift swaps, are not affected. Requests sent before a blackout was set are never cancelled: they carry a grey calendar mark so approvers and requesters know why they still stand.

Shift Management

See who's at an event, and which shifts miss it

  • Highlight attendees. In the shift schedule, click an event to highlight the cells of everyone attending it that day. Clicking an appointment does the same for the staff booked on it.
  • Shifts that miss an event or appointment now carry an amber warning in the schedule and shift details, and the shift picker lists shifts that cover everything first. It is only a warning: any shift can still be chosen.
  • Day-off requests warn about clashes. Requesting a day off on a day with an event, such as a training, or an appointment now shows a warning, and the date picker marks those days.
Shift Management

Request details, redesigned

Clicking a request now opens its details, where approvers can approve or reject directly. The requester's reason is shown, a rejection note is saved with the request, and one box shows the person's shift, events and appointments for that day. In the AI suggestions views, "Select all" and "Apply all predictions" now approve many requests in one go, and tell you if any could not be approved.

Platform

Partner API keys

Organization admins can now create API keys for partner integrations in Settings. Choose each key's permissions and the stores it covers, see when it was last used, and revoke it at any time. The secret is shown only once, when the key is created.

Customer Management

Salesforce sync status for every client

For organizations connected to Salesforce, the client list now shows each contact's sync status, with Salesforce's own error message when a sync fails. Retry a failed sync from the contact's row and the status updates by itself within seconds. Filter the list by sync status to find every contact that didn't sync.

Also in 2.21 and 2.22

Shift Management

  • Weekly contract targets now shrink automatically in weeks with public holidays.
  • Holiday quotas can be set for any month of any year, so next year's can be entered ahead of time.

Visitor Management

  • Correct when a step of a visit happened, such as arrival, from the visit's States tab. Corrected times feed into wait and service statistics.

Platform

  • Staff who have left are marked "Inactive" wherever they appear.
  • The activity log names the affected item, and the Home shift timeline opens centred on the current time.
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