February wrapped up with some updates and cool improvements.
Here's what's new:
New and improved version of the Payroll export
Updates to the Create employee form:
Improved department selector
Country flags in the country code selector
Updates to the Absence module:
Shift type selector on individual absence account types
Improvements to the Absence accounts and Absence requests pages
Edit Spending period on employee absence account
Coming soon (version 7.7.0): New recipient selector for messaging
Improvements to the Xero integration (for the UK only)
Web:
New and improved version of the Payroll export
The Payroll export page that can be found under Payroll > Payroll export, has gotten a new design and we have made some improvements to the page. The functionality is still the same as you are used to, but some things have been moved around to make the user experience more intuitive and provide a fresh look.
The improvements made to the new Payroll export page are:
More flexible date range selection
Advanced employee selection using filters
Optional file format for PDF and HTML
Improved report summary
In addition, we have moved the other subtabs from Payroll to their own separate page that can be accessed from the Payroll tab in the top menu.
Updates to the Create employee form:
Improved department selector
When creating employees from People > Employees > Create employee, you can now multi-select departments for each employee, and use the ‘Select all’ option if needed.
Country flags in the country code selector
We have given the country code selector in the Create employee form an update to improve the available options. In addition to showing the country name and code, you can now also see the country flag representing each country.
The search bar can help you quickly find the country you are looking for by searching for the country name or the country code.
Updates to the Absence module:
Shift type selector on individual absence account types
It’s now possible to select Shift types for your individual absence account types. This means that if you have different Account types and you want to use different Shift types for accrual and/or monetary payout, you can now select this in the different account types setup.
This can be done from Settings > Absence, Vacation, Overtime > Account types > click to edit an account type > scroll down to Shift types.
If you had already selected specific shift types for accrual in the old setup there’s no need to worry. The existing settings for Shift types in your portal have been transferred to all your different account types and you don’t need to make any changes if you wish to keep them as they are.Improvements to the Absence accounts and Absence requests pages
Under Schedule > Absence accounts and Schedule > Absence requests, you can get an overview of your employees' accounts and requests.
To improve these pages we have added a search bar at the top of both pages, where you can search for your employees by their first and last name.
To provide a better overview of your filter selections, we have also gathered the Filters in a separate pop-up window. This new filter selection will appear on the right side of the screen when clicking on the Filters button.
The list of Absence accounts and Absence requests will continuously update when you make changes to any of your filter selections.
You can also find a ‘Reset filters’ button at the top right side of the pop-up window which will clear all the filters to show everything.
Edit Spending period on employee absence account
You can now edit the Spending period for your employees' individual absence accounts when editing their accounts.
The Edit absence account page can be accessed in these two ways:Schedule > Absence accounts > click on an employees' absence account to edit.
People > Employees > edit an employee > Absence > click on the employees' absence account to edit.
Planday app:
Coming soon (version 7.7.0): New recipient selector for messaging
You will soon get a brand new recipient selector when sending a message from the Planday app.
With this new recipient selector, you will get a better overview of your employees and you can select recipients from a list view, select whole departments or employee groups, and use the search field to find the desired recipients.
This will be available with the next version (7.7.0) for both Android and iOS.
Please note: The screenshot is from the iOS app as an example, you may notice minor differences between the iOS and Android apps, but the functionality is the same.
Integrations:
Improvements to the Xero integration (for the UK only)
We have given the Xero integration a new design to improve the flow for setting up and managing the integration in Planday.
The functionality remains the same and you still have access to the same setup as before, but you will find that the integration has gotten a new design.
Once you have activated the integration, you will have access to the page in the screenshot above. This new page gives you a better overview of your integration setup and you can easily manage your organisations, employee data, earning rates, and leave types.
You can read more about how to connect to a Xero organisation and configure the integration in our Help Center.
If you have already been using the Xero integration your setup is still saved and nothing has been changed. This is only an improvement to the design and flow for setting up and managing the different parts of the integration.
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