What's New in This Release

Available on: Desktop · Web · Phone

This release adds a shift roster to Payroll: each employee can now follow a shift, or a rotation of shifts, with their own week-offs, worked out day by day. Around it come an organisation structure, the HR screens of the attendance app, a Change Log Viewer, and improvements to both attendance registers. Every one of these screens also runs in the web browser and on a phone.

Your existing shifts, holidays, attendance and payroll are untouched. Employees you do not give a roster carry on exactly as before, with the branch's holidays and weekly-offs.

New screens

Shift roster

Screen	Menu	What it does
Setup Week-off Patterns	Payroll Setups	Rules for which days are off: fixed days every week, days like the 2nd and 4th Saturday, or a cycle such as 6 days on, 1 off
Setup Shift Rotations	Payroll Setups	A repeating sequence of shifts, for example a week of day shift, then a week of night shift
Allocate Roster	Payroll Entry	Gives each employee their shift or rotation from a date; many employees at once or one at a time
Generate Roster	Payroll Entry	Builds the day-by-day roster for many employees at once and shows the result for each
Roster Calendar	Payroll Entry	Shows each employee's days for a payroll period; change days by hand — one day or a block — such as a swapped shift or a moved week-off

Example — Ravi's roster has one line: the day shift, Sundays off. From 1 November he moves to a rotation: one week of day shift, then one week of night shift. HR adds a second line for Ravi in Allocate Roster, from 1 November, and generates. From 1 November his days follow the rotation; the days before it stay on the day shift.

Organisation structure — who approves

Screen	Menu	What it does
Setup Designations	Payroll Setups	The list of designations, with a level (1 = most senior)
Setup Org Units	Payroll Setups	The organisation tree — company, region or zone, branch, department, team or section — where each unit can have a head
Assign Employees to Org	Payroll Setups	Places each employee in a unit with a designation, and shows who they will report to

The attendance app — HR's side

Screen	Menu	What it does
Setup Attendance App Branches	Payroll Setups	Where each branch's staff may punch (sites on a map), its time zone, and automatic absent marking
Setup Attendance App Users	Payroll Setups	Who may use the app, the mobile they log in with, what happens when they punch away from a site, and who acts as HR
Setup Attendance Approval Rules	Payroll Setups	Who approves leave and missed-punch requests, level by level
Attendance App HR Review	Payroll Entry	One daily list of everything from the app that needs a person: punches that could not be written, flagged punches, automatic absents, and requests waiting for HR

Change Log Viewer

User Access\Change Log Viewer shows the changes recorded from every screen above: who made each change, when, from which computer, and every value before and after. It only shows changes; it never alters anything.

Changes to existing screens

• Setup Payroll Shifts has two new columns: Week-off Pattern, the shift's usual week-offs, and Inactive, for a shift that is no longer used. They appear only once your company has the roster update.

• Holidays added by the roster are protected:

  • In Setup Employee Wise Holidays, deleting a week-off or holiday the roster added is skipped. The message says how many were kept, and to change them in Allocate Roster.

  • Setup Multiple Holidays will not allocate weekly-offs to an employee whose week-offs come from the roster, and names that employee.

  • Copy Employee Holidays copies only the holidays entered by hand.

• Attendance follows the roster: for a rostered employee, the Attendance Register, attendance import and the attendance app use the shift from their roster for that day, instead of the fixed shift on the employee's record. (A gate import keeps the shift recorded at the gate.)

• Half-day week-offs are charged to leave: when attendance is saved for a rostered half-day off, the off half is charged to casual or sick leave, in the order set on Setup Week-off Patterns (casual leave first, then sick leave, until you change it).

• Attendance Register Month Wise shows grey W/O, HOL or H/O on the empty days of rostered employees — a week-off, a holiday or a half-day off. They are shown only; nothing is saved from them.

• Attendance Register shows Update Holiday on a day that is a roster week-off or holiday too, not only on a branch holiday.

• Overtime with no minimum hours: for an employee with no minimum hours per day, the length of the day's shift is now used as the minimum, so only the time worked beyond the shift counts as overtime. Overtime for these employees will be lower than before — this is intended. Employees with minimum hours set are not affected.

• Attendance Register — search: typing part of a name now matches whatever the capitals, and the list stays narrowed after Refresh or a change of Sort On. The employee list also fills faster.

• Both attendance registers check delete rights before asking whether to delete.

On the web and on a phone

• Every new screen has a web page. On a phone, the larger screens show one part at a time, chosen with a switch.

• Attendance Register on a phone has two tabs, Employees and Attendance. After you save, the next employee opens straight away.

• Attendance Register Month Wise on the web can now:

  • mark a whole block of employees and days at once,

  • take an employee's whole month when you click their S.No., or everyone's with Select all,

  • open a menu with a right-click (or a long press on a phone).

• Time cells on the web open a list of times in 15-minute steps.

See Using These Screens on the Web and Phone for the full comparison.

Corrections

These used to go wrong and now work as they should:

• Attendance Register Month Wise: a block that started before an employee's joining date marked none of that employee's days. Their days from the joining date on are now marked.

• Attendance Register Month Wise: employees who sorted to the same place — for example two with the same name — could have their rows mixed up or left out. Each now keeps their own row.

• Attendance Register: with a search typed in, ticked employees hidden by the search were left out when saving or deleting. They are now included with the rest.

• Attendance Register on the web: typing in the search box no longer jumps into the time grid.

• Update Holiday marked a holiday for employees of every branch on that date. It now marks only employees whose branch has the holiday.

Before you use it

Your company must have the roster update that comes with this release. Ask your Logic ERP support team if you are not sure. Users who are not administrators need rights to the new menus in User Access.