It's a wrap, both for summer and for the months of July and August.
Harvest season begins with some cool new features from Planday:
Additional language support: Japanese Locale
Improved data entry view in the Data Center (for Pro & Enterprise)
Improved support for Absence accounts (UK & DK only)
Start balance on Accrued account type
Additional information in the Absence account report
Permission to approve own absence request or not.
Updated user interface
Coming soon: Account section
Additional language support: Japanese Locale
Zapier integration
Coming soon: Visma.net Payroll integration (NO only)
Web:
Additional language support: Japanese Locale
The Japanese language is now supported in your Planday portal. To change the language for your Profile on the web, hover over the Profile menu point in the top right corner > Edit > Language > choose your preferred language.
Improved data entry view in the Data Center (for Pro & Enterprise)
The Data entry table under Reports > Data Center > Data sets > Edit data has been improved in order to more closely resemble the schedule itself.
For managers navigating between the Data entry table and the Schedule, this will make it easier to see which Positions/Sections they are entering data for.
The dropdown list of Positions now also shows the name of the Section, so it's easier for a manager to distinguish them, especially in the case where positions have the same name in different sections.
The Data Center feature is available for the Pro and Enterprise plans.
Remember that you can always reach out to our Support team (chat icon, in the bottom right corner) if you have any questions or need assistance.
Improved support for Absence accounts (UK & DK only)
Start balance on Accrued account type
When creating or editing an Accrued account type under Settings > Absence, Overtime, Vacation > Account types you now have the option to set a Start balance for the account type. This value will be the start balance on all accounts both now and in the future.
The start balance can later be overwritten in your employee's individual accounts for each period.
Additional information in the Absence account report
The Absence account report that you can export from Schedule > Absence accounts > Export is improved with some additional information:Department: one or multiple departments that your employee is associated with.
Note: a note from your employee's Absence accounts.
Period start date and Period end date: dates are related to the chosen period.
Leave pay: the value of leave pay at the end of the chosen period.
Permission to approve own absence request or not.
We have added new permission that allows you to choose if your managers should be able to approve their own absence requests or not.
The permission to approve own absence requests is connected to your Security groups. It's by default turned on for all Security groups that currently have the permission to approve absence requests in general, so there are no changes made to the current permissions.
With this new permission in place, you can now choose to remove the right to approve own absence requests from specific Security groups.
Example: You can choose to allow HR managers to approve their own absence requests, while Schedule admins cannot approve their own absence requests.
When removing the permission to approve own absence requests from a Security group (that already has the permission to approve absence requests), the buttons to Approve or Deny are removed from their own request as shown in the picture below.
Please reach out to our Support team (chat icon, in the bottom right corner) if you need to make changes to your Security group's Permissions.
Updated user interface
We have updated the user interface for both Absence accounts and Absence requests, to optimize the visual experience and structure the different sections on each page.
Coming soon: Account Section
We are soon ready to release the Account section where you will get an overview of your invoices and subscription plan details, as well as the option to download invoices from directly inside Planday.
It will be available under the Profile menu point in the top right corner, for all Account Admins.
Along with this, there is a new Security group called Account Admin in your portal.
The Account Admin security group is, as of now, the default group for those responsible for signing up and setting up Planday for your organization.
The Account section is only accessible to those in this new Account Admin Security group.
This additional Security group will not affect your existing configuration, for Security groups and access permissions. Instead, the Account Admin group is meant for information purposes and does not grant access to any of the Planday features, on its own.
If you need to make changes to the permissions and security groups or you encounter something unexpected, please reach out to our Support team (chat icon, in the bottom right corner).
Mobile:
Additional language support: Japanese Locale
From Account > Settings & Privacy > Settings > Language, you can now select Japanese as your preferred language in the Planday app.
Available with the newest version of Android (7.2.0) and iOS (7.2.1).
API/Integrations:
Zapier integration
The Zapier integration will allow you to use Zapier's available apps to integrate with Planday and be able to send Revenue data, Create employees, or import Business Analytics data into Planday.
This can help improve your scheduling solutions and be able to better infer how to improve your metrics. It can also help avoid duplicate data in both your HR system and Planday, as this would allow for employee data to only have to be created in the HR system and the integration can automatically create the same employee in Planday.
Head over to our setup guide for the Zapier integration to get started.
Coming soon: Visma.net Payroll integration (NO only)
Soon you will be able to export payroll files for Visma.net Payroll from Planday.
The new payroll export file matches the specification for importing variable payroll data to Visma.net Payroll.
This new integration will be available on the integrations page under Settings > Integrations > Overview. Once activated and configured, the payroll export becomes available under Payroll > Payroll export.
You can download the report and import it to Visma.net Payroll for an easy pay run.
Read more about how to use Visma.net with Planday here.
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