Enterprise Version 14r2 release notes

Updated Task Management

Clicking on the button in the Tasks area will open the view below:

The new Task functionality includes messages, reminders, and distribution lists.

If a Reminder is set, a window like the one pictured to the right will appear at the selected date and time.

Highlight the Reminder and then select the Open Item button to view the Task that the reminder was created from.  Clicking on the Dismiss button will eliminate the Reminder and the box will close.  If there is more than one Reminder, clicking on Dismiss All will eliminate all of the Reminder items.

If you are unable to complete the Task at this time choose the time from the drop down menu and then click Snooze to have the Reminder come up again at a later time.

A Message can be added to the Task so that anyone who is working on it can keep track of their progress and that of others.

Enter information into the open Message field and then click on the button to add it to the Task.

In the Task Distribution section the user can select Branches or Roles that should receive the Task item.  Click on the button to open the form to the left.

Select the Branches and/or Roles that should be included in the distribution and then click on the Save button in the lower right.

The Task Manager has new filter options including: Category, Priority, Task Type, Branch, Completed Between, Security Role, and Show Unassigned.  Select information from the drop down menus or calendars to limit the Tasks that are displayed then click on the Find Tasks button to update your screen.

 

Consolidated Alert Notification

When a new Notification is added, instead of listing every Alert as its own individual pop up box they are now all consolidated into one box as shown below:

The Alerts will flash through and display all in the same box.  Click on the button in the upper right to close this box.

 

Employee Past Jobs Form

The Past Jobs form now includes calendars for From Date and To Date as well as a different view of the tabs at the top as shown below:

 

Employee Education Form

The Education form now includes calendars for Date Started, Date Ended, and Degree Date as pictured.

 

Adding Interest Codes

Adding Interest Codes has changed to the   button throughout the system.  Clicking on this button opens the form below where Interest Codes can be selected.

 

New Order Email Functionality

From the Order Visifile two new Email functions have been added.  The first button allows the user to send an Assignment Confirmation Email, the second opens the function to send the Employee a New Hire Package via Email.

Once the first button has been selected, choose the Email Template from the drop down menu.  Click in the box to select this template to Use for Customer Default.  Then click Next to continue.

 

Select the Email recipients from the list by clicking on their name.

Then click the Finish button to close this wizard and open the outgoing Email.

*Note – The Assignment Confirmation is sent to the Customer Contact(s) and the New Hire Package is sent to the Employee(s).  The templates for these Emails can be set up in the Email Template Manager form.

 

Once the second button has been selected, choose the Email Template from the drop down menu.  Click in the box to select this template to Use for Customer Default.  Then click the Finish button to close this wizard and open the outgoing Email.

*Note – Both of these Email functions can be completed from the Assignment Actions drop down menu as well.

 

Updated Calendar

The Calendar has an updated look that includes views for Day, Week, Month, and Timeline.  (The screen shot below displays the Month view).

Double-clicking on the Calendar will bring up a form like the one to the left.

Enter the Subject, Location, set up a recurrence or select a Category.

This can then be exported by clicking on the Export to Outlook button or saved by clicking on Save & Close.

 

Call-Em-All Integration

TempWorks has integrated with Call-Em-All automated calling service to allow your users to save time by sending the selected Employees from an Enterprise Search a recorded message via phone call or voicemail.  This automated calling service functionality requires that your company sets up an account with Call-Em-All.  Please contact TempWorks for more information and/or a demo on this functionality.