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
- Automatically assign team members to all tasks after adding to a project
- Ability to limit who can be assigned to a project team, by group
- Ability to choose whether all users are automatically assigned to new projects
- New daily time report for monitoring users who haven’t entered time on work days
- Improved task selector on timesheets
- Ability to submit individual time entries
- Ability to manually adjust time off
- Next/previous options in timesheets for approvers
- Ability to prevent project managers from editing main project details
- Task and user dynamic custom fields
- Custom help links
- 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
- 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
- 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
- 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%
- New language packs
- Marathi
- Slovak
- Arabic (in progress)
Time and Attendance Features
- 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
- Task roll ups
- Improved project resource request
- Role based costing
- Default invoice template
- Gen3 to Polaris migration
- Limited Permissions - Support all combinations of limited project manager permissions and limited group access
- Resource Management Multi Currency Support - Handle situations where resource costs are in different currencies
- Show Resource Timeline by Period - Values shown on the resource timeline are broken down by period to align with how customers work
- Skills Import - Enhanced data import to support importing skills and user skill assignments
- Resource Request Tags - Added the ability to include resource tags to the requirement on resource requests
- Resource Flow Shortcuts - Users with both Project Manager & Resource Manager permissions can complete the resourcing flow more quickly
- Reports Resource Tags Support - Enhanced resource reports to allow any tags set on the resource to be included
- Release Resource Task Warning - When releasing a resource who is a task owner, task details are displayed to ensure project deliveries are not impacted
- 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)
- Time Off Aware Allocation - Easier resource allocation by taking user schedules, time off, and other allocations into account when distributing allocated hours to days
- Resource Allocation Totals - When allocating resources to a request, see totals of what has been allocated vs. requested
- One Stop Resource - Project View (Rollout In Progress) - Single screen to see the entire resources associated with a Resource Manager
- 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
- 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
- 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
- Sync Invoice - Ability to sync invoices with financial applications, status and bulk sync
- 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
- Bill Status - Users can create a bill and save it as draft that can be later “Issued” or marked “Void”
- Bill Period - Users can capture for which period the bill is getting created, is displayed on the transaction and can be sorted
- Quick Filters on Transactions - Introduced new quick filters for draft, issued and void bills
- Import Utilities - Users can import the bill plan and rate card for the projects
- Revenue Recognition Starting Month - Allows to define the “Starting Month” since when the revenue will be recognized in Polaris
- 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
- Import Recognized Revenue and Forecast
- Auto Opening of New month on closing the current month
- 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
Global Compliance Features
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- 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
- Added coverage for 10 new countries
- Qatar
- Indonesia
- Turkmenistan
- Russia
- South Africa
- Israel
- Bulgaria
- Egypt
- Panama
- Tunisia
- 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"
- 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
- Updated 9 other existing timesheet validations to support statutory requirements & customer use-cases
- Updated 5 other existing time off accrual and validation rules to support statutory requirements & customer use-cases
New Integrations
- Time tracking for service organizations from Replicon is now an SAP endorsed app
- New Replicon Fiori App for SAP S/4HANA Cloud fully integrates Replicon within the SAP UI
- Replicon for ADP WorkforceNow Premium
- Microsoft Project Online for Replicon
- Support for event-based integration via webhooks
- 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