New features in 2021

Here are the new features we added to Replicon’s Core Time management platform and Polaris PSA in 2021!

Core Time Features

1. Automatically assign team members to all tasks after adding to a project 
2. Ability to limit who can be assigned to a project team, by group
3. Ability to choose whether all users are automatically assigned to new projects
4. New daily time report for monitoring users who haven’t entered time on work days
5. Improved task selector on timesheets
6. Ability to submit individual time entries
7. Ability to manually adjust time off
8. Next/previous options in timesheets for approvers
9. Ability to prevent project managers from editing main project details
10. Task and user dynamic custom fields
11. Custom help links
12. Faster client/project/task selection
    • Roll out of the new client/project/task selector and search to nearly 80% of our customers without issue
    • Automatically skip client selection when none of the user’s assigned projects have clients (also improves performance of the selector)
    • Highlight exact matches to search terms to help users with complex project codes (pending roll out)
    • Options to control whether projects and tasks are available for selection outside of their start/end dates
13. Usability improvements for quicker time entry
    • Option to set a default billing rate for each project team member, so users only need to select values for exceptions.
    • Users can capture addresses on the timesheet, with auto-suggest for quick entry (pending GA roll out)
    • Eliminated reloads and dialogs when submitting timesheets for a smoother submit process
    • Administrators can set up English users with their native decimal and grouping (1000s) separator so they can enter time matching the conventions in their region (pending roll out)
    • Relabelled “Overwrite with” button to “Quick fill with” and displaying a meaningful confirmation message based on population method selection (pending roll out)
    • Grouping of population methods to avoid confusion by seeing only relevant options (pending roll out).
    • Messaging improvements in timesheet tooltips and dialogs
14. Improved approver visibility
    • Enhancements to provide conditional and specified approvers visibility to the whole timesheet, including the time off in lieu, daily fields, and bank time
    • Enhancements to ensure project managers only see widgets with project time entered
15. Timesheet performance
    • Faster response time for users when submitting and approving timesheets via web sockets
    • Improved client-side performance, especially on timesheets with hundreds of entries, by 90%
16. New language packs
    • Marathi
    • Slovak
    • Arabic (in progress)

Time and Attendance Features

17. New default pay rule capabilities
    • Support monthly averaged overtime calculations
    • Configurable Auto-break deduction
    • Shift premium pay based as a flat rate or based on actual hours
    • Ability to configure and use multiple overlapping premium hour segments
    • Ability to include Time Off for monthly and yearly averaged overtime calculations
    • New default Multi-State Pay Rule to better support customer use-cases where non-exempt employees work across state lines

Polaris PSA Features

18. Task roll ups
19. Improved project resource request
20. Role based costing
21. Default invoice template
22. Gen3 to Polaris migration
23. Limited Permissions - Support all combinations of limited project manager permissions and limited group access
24. Resource Management Multi Currency Support - Handle situations where resource costs are in different currencies
25. Show Resource Timeline by Period - Values shown on the resource timeline are broken down by period to align with how customers work
26. Skills Import - Enhanced data import to support importing skills and user skill assignments
27. Resource Request Tags - Added the ability to include resource tags to the requirement on resource requests
28. Resource Flow Shortcuts - Users with both Project Manager & Resource Manager permissions can complete the resourcing flow more quickly
29. Reports Resource Tags Support - Enhanced resource reports to allow any tags set on the resource to be included
30. Release Resource Task Warning - When releasing a resource who is a task owner, task details are displayed to ensure project deliveries are not impacted
31. Edit Complete Allocation (Project Grid View) - Users with the right permissions can edit complete resource allocations without going through the approval process (Note: This is only supported in the project resourcing grid view)
32. Time Off Aware Allocation - Easier resource allocation by taking user schedules, time off, and other allocations into account when distributing allocated hours to days
33. Resource Allocation Totals - When allocating resources to a request, see totals of what has been allocated vs. requested
34. One Stop Resource - Project View (Rollout In Progress) - Single screen to see the entire resources associated with a Resource Manager
35. Enhanced search and filter functionalities (Rollout In Progress) - Search by resource name/s, and in the Quick allocation page filter the resources by the Projects, Clients and Programs
36. Edit Complete and Draft allocations (Chart view) (Rollout In Progress) - Click on the allocation of the resource in a project to edit the value or drag and resize to extend the allocation, even for a completed allocation
37. Quick Allocation and Edit(Rollout In Progress) - The quick allocation screen will allow users to edit the resource project allocation quickly by clicking on them, or by drag and resize
38. Sync Invoice - Ability to sync invoices with financial applications, status and bulk sync
39. Auto Numbered Transactions - Users can configure the counters and prefixes for bills, payments and credit memos and auto populate them at the time of creating bills, payments and credit memos
40. Bill Status - Users can create a bill and save it as draft that can be later “Issued” or marked “Void” 
41. Bill Period - Users can capture for which period the bill is getting created, is displayed on the transaction and can be sorted
42. Quick Filters on Transactions - Introduced new quick filters for draft, issued and void bills
43. Import Utilities - Users can import the bill plan and rate card for the projects
44. Revenue Recognition Starting Month - Allows to define the “Starting Month” since when the revenue will be recognized in Polaris
45. Multi-Currency - Allows revenue managers to recognize revenue in base currency even if the projects may have contracts in currencies other than the base currency
46. Import Recognized Revenue and Forecast
47. Auto Opening of New month on closing the current month
48. Expenses include the Project Cost - Project Cost is broken down to resource cost and expenses. The breakdown is visible at project / program and client level and reports

Security and Reliability Features

49. New Replicon uptime and incident status page

Global Compliance Features

50. California Meal Break compliance update

• • New “Employee Attestation” Waiver to allow customers to take advantage of California Supreme Court’s ruling on allowing employees to attest whether a required meal break period was willingly missed or shortened due to no fault of the employer
  • Updated Meal Break Waiver and Employee Attestation Waiver UI to allow more configurability for customers and ease of use by users
  • Updated meal break validation rules with added flexibility and ability to configure custom display messages and unique content for individual missed breaks
  • Updated meal and rest break validations to ensure commonality where designated pay rules can use any of the meal and rest break related validations to output meal premium pay
  • New meal break waiver audit trail report capturing all meal break related validations and user selections and edits on waiver prompts

51. Added coverage for 10 new countries
    • Qatar
    • Indonesia
    • Turkmenistan
    • Russia
    • South Africa
    • Israel
    • Bulgaria
    • Egypt
    • Panama
    • Tunisia
52. Added 5 new timesheet validations to support statutory requirements
    • New Timesheet Validation:  "Min/Max Characters on Comments"
    • New Validation Rule: "Escalated to next supervisor after elapsed time" Expense Validation Rule
    • New Timesheet Validation: Daily Maximum Hours
    • New Timesheet Validation Rule:  "Validate for Negative Hours"
    • New Workflow Condition: "Prevent Payroll Managers from approving own timesheet"
53. Added 11 new time off accrual and validation rules to support statutory requirements & customer use-cases
    • New Time Off Accrual Rule: Compensatory Rest Accrual Rule
    • New Time Off Accrual Rule: Yearly/Monthly Accrual with Expiry & Rounding
    • New TimeOff Accrual Rule:  Yearly accrual based on weekly scheduled hours
    • New Time Off Validation Rule:  Restrict from booking at the start / end of the day
    • New TimeOff Validation:  Min/Max Characters on Comments
    • New Time Off Booking Validation Rule: Validate above scheduled hours for calendar days
    • New Time Off Limitation Rule: Prevent Accrual Based on Service Period in Calendar Year
    • New TimeOff Booking Validation Rule:  Prevent bookings prior to policy effective date
    • New Time Off Limitation Rule: Cap Accruals for the Week
    • New TimeOff Accrual Rule:  Accrual Based on Completed Month
    • New Time Off Accrual Rule:  Accrual Based on Completed Days

54. Updated 9 other existing timesheet validations  to support statutory requirements & customer use-cases
55. Updated 5 other existing time off accrual and validation rules  to support statutory requirements & customer use-cases

New Integrations

56. Time tracking for service organizations from Replicon is now an SAP endorsed app
57. New Replicon Fiori App for SAP S/4HANA Cloud fully integrates Replicon within the SAP UI
58. Replicon for ADP WorkforceNow Premium
59. Microsoft Project Online for Replicon
60. Support for event-based integration via webhooks
61. Updates to Salesforce Marketplace Integration
    • Support transfer and sync criteria based on custom fields
    • Support “connect to existing account” workflow for existing customers on the Replicon and Polaris Salesforce Apps