|Punch & Mobile|
|Project, Billing, & Costing|
|Sort timesheet rows in configurable timesheets||You can now sort timesheet rows by project, task, client, billing rate, activity, or custom field in timesheets that use the Time Distribution Grid format. Why might users need to sort timesheet rows?|
|Timesheet file attachments||For some jobs, employees need to associate a file with their Replicon timesheets. For example, employees might have to provide:|
|Fixed-week options for bi-weekly accruals||We’ve added a new option that might interest you if you use bi-weekly time off accruals, and:|
If you don’t need accruals to occur on a fixed, predictable schedule, you can leave the existing option in place, which bases the accrual week on the policy start date. Please refer to Adding default time off accrual policies for more information on these options. This new option is available in new time off only. And note, as a result of this change, we’ve renamed the old On Week field to On Day of Week.
|New ways of adding holiday bookings||Bookings need to be added to holidays to ensure payroll is calculated correctly. We’re now offering some new methods for adding holiday bookings, that make managing bookings easier and more flexible. These can be used in conjunction with or instead of our existing holiday auto-population feature, that adds bookings to timesheets when they’re generated. These new options will be most useful to you if:|
In addition, administrators will receive notification when bookings have been added, with details of any errors that arose, so they have full visibility regarding updates. Plus, payroll managers can now view, edit, and delete holiday bookings from a new Payroll > Holiday Bookings tab. This option may be especially useful in mass deleting error bookings before mass re-populating. These changes are available to anyone with a product that includes time off. So, time off only customers – who do not have access to auto-population – can now easily manage their holiday bookings. For more information, refer to Adding multiple holiday bookings at once.
|Time-triggered time off approvals||We’ve launched a new conditional time off approval rule, for Time Off Enterprise customers: Escalated to next approver after elapsed time.|
This rule is similar to the time-triggered rule for timesheets we released last December:
|New holiday options||If you have special holiday requirements Replicon couldn’t meet, take note. We’ve added some new options to our holiday functionality to make things more flexible. These options are available with new time off only. Here are the cases we now support: Specified hours holidays Previously, when we auto-populated a user’s holidays, we’d always base that on their scheduled hours for that day. For example, if a user worked 8 hour days, their holiday booking would be for 8 hours. But, some companies don’t want use scheduled hours to determine holiday hours. For example:|
Holidays that use only the Specific number of hours option will only auto-populate if the holiday time off type is set to hours.Partial day holidays Some companies offer partial-day holidays -- for example, 2 hours off for early office closures, or 2.75 hours off for partial-day statutory holidays. While we’ve offered half-day holidays for a while now, companies can now define the exact length of a partial day holiday that is not half a day. Unpaid holidays Unpaid holidays are days off without pay, but have to be accounted for as holidays so that:
|Fingerprint ID in Replicon Mobile||Fingerprint identification is now available in both the iOS and Android versions of our mobile app. This form of authentication can make it faster to log in to Replicon, thereby allowing you to record your hours and other data more easily. You should be prompted to enable fingerprint authentication the first time you log in after upgrading, providing you’re not a single sign-on user. Fingerprint identification is supported on the following devices and operating systems:|
|Display punch times using each employee’s time zone||Previously in Replicon, time punches were always shown in the logged in user’s time zone. So, a supervisor, office manager, or payroll manager in California would see punches from an employee located in New York in Pacific time. We found approvers were sometimes confused by this:|
You can set a default setting for this field for new users on the Administration > Employees and Organization > User Settings page. Note that if you select Employee’s Time Zone option, you'll probably want to set the existing Time Zone Format field to show time zones.
|Multiple invoice templates||Do you need different invoice templates for different purposes – say, one for your US customers, and a different one for your Canadian customers? Now you can create multiple invoice templates in Replicon, each for use with a different client or type of clients. Then, when creating an invoice, users can choose which template applies.|
Plus, you can now choose a custom accent color for use on templates, to help differentiate templates and to better match your company’s branding. Refer to Setting up invoice templates for information on configuring templates.
|Ability to limit project access using groups||If you’re looking for a way to limit which projects your managers can access, look no further. Now in Replicon, you can assign projects to groups, and assign groups to project managers, so managers can only view and manage projects that belong to their assigned groups. For example, you could assign Project X to your Houston location, and limit project manager Jim’s access to Houston data only. Then, Jim will be able to access projects from the Houston group, such as Project X, but no other projects.|
To set up this feature, you’ll need to:
This feature is available in the Professional Services Automation and Project Portfolio Management enterprise products. For more information, read our Limiting access to projects using groups article or view our Using groups to limit data access video.
|Project file attachments||If you’re a project manager, you probably sometimes need to share common project files with other team managers. We’ve added an easy way to do that in Replicon – using dynamic project custom fields that support file attachments. So, for example, you can attach signed statements of work or project plans to your projects, where everyone can easily find them. Administrators will have to add the fields – see Creating custom fields for information on setting up fields. Once the fields are available, they’ll display at the bottom of the Project Info dialog for each project, just like our ‘fixed’ custom fields that don’t support attachments. Also note a related change: The layout of our Project Settings page has been updated. Most significantly, we’ve placed the project and task fixed custom fields on separate tabs.|
|Project notifications||If you work with others to manage projects, you might be looking for easier ways to communicate status changes for projects, so everyone’s on the same page. Our new project notifications can help. We’ve added two notifications:|
You can assign these notifications to any role involved in managing projects – from project administrators to co-managers. But note that you can only assign one recipient role for each notification you set up. If you want to send the notice to multiple roles, you’ll need to set up multiple notifications. Refer to Setting up automated notifications for more information on configuring these notifications. They’re available in the new product suite.
|User profile audit log||If you have multiple administrators in your system, there may be times when you want to know who made changes to user profiles – perhaps to promote accountability, or because you need to know where an error originated. To address this need, we’ve introduced an audit log for user profile edits. You can access the log by enabling the View Audit Log permission in your Administrator permission set, then clicking Audit Log within each user profile you want to audit.|
There, you can view the type of changes made for that user, plus the date of each change, who made it, and from where (IP Address).
Note, this feature is an audit log, and not a full audit trail; while it shows what type of change was made, it doesn’t show exactly what field was affected, nor does it show original and new values for fields. Also note, this feature won’t show historical data – just changes made since the feature was enabled.
|Replicon dashboards||In this era of information overload, everyone’s looking for simple ways to keep up with the data that actually matters. Replicon’s dashboard lets you easily view and share critical information with other decision-makers in your organization, using graphical charts. Charts always show real-time data, so you’re always looking at the current status of things. For example, you can create charts that show which of your projects or clients yield the most profit, so everyone knows what to allot more time and resources to. Or, you can keep tabs on how much time off each employee has taken. We’ve offered dashboards for a while, but we’ve recently made some improvements and are now removing the feature’s beta label. One key improvement we’ve made: While dashboards are still accessible to anyone with dashboard permission, users will now only see data in dashboard charts that they have permission to view in the rest of the application. So, you can assign dashboards to anyone without worrying that they’re seeing confidential details they shouldn’t have access to. For more information on dashboards, refer to our Using dashboards or Using dashboards (video) help topics.|
|Improved password reset usability||We know how frustrating it can be when you can’t log into an account you need to access. So, we’re working hard to make it easier to troubleshoot issues like lost Replicon user names and passwords. Here are some improvements we’ve made:|
|Right to disconnect option in notifications||In some countries, ‘right to disconnect’ laws protect workers from being disturbed by work-related communication (phone calls, emails, push notifications, etc) on their days off. Now you can easily enforce this regulation using Replicon notifications. On the Notifications page in each user profile, you can specify that the user’s notifications are sent any time, based on the notification’s settings alone, or only on work days, as defined by their schedule. So, what happens to those unsent messages?|
|Assign notifications by group||In some companies, different groups of users are assigned different push and email notifications. For example, workers in one location might receive daily reminders to fill out timesheets, while other locations don’t. Now in Replicon, you can assign one or more groups to any new notifications you create, and the message will only be sent to members of the group assigned. This makes it easier to target particular groups, and to manage notifications. You can assign groups when you set up a new notification. Groups are available in our enterprise-level products.|
|BambooHR to Replicon user integration||If you use BambooHR, you might want to check out our new integration that automatically adds to Replicon any new users you create in BambooHR. This can help ensure both systems always match.|
You can also enable the integration to disable Replicon users when you change their status to Terminated in BambooHR. Refer to Integrating with Replicon for more information.