🚀​ G o a l

We are delighted to roll out our new Beta Version Release Notes X9.2 🥂 👏.

The

version release notes provide the summary of all new features, and resolved issues in the latest version of the Entire OnHire application

. This facilitates us to keep you updated with what’s going on with our products and services.

Explore the comprehensive X9.2 Beta Version Release Notes with each new feature, and enhancement explained lucidly with the help of screenshots ??.

👁​ W a t c h T h i s S p a c e F o r

📰 ​ New Features

New Features

• New Client Portal

• New Client Portal Transition Guide

• Member App - Smart Shifts

💬 Resolved Issues

3 Issues

📅​ Version Available From

December 2023

Field Name

Description

A. Allow "Search & Appoint" available members: Show previously worked members available for a shift appointment.

'Yes’ indicates that the client is allowed to search previously worked members for shifts. Clients can directly request/appoint members using the Client Portal or Professionals App.

The Client Portal shows the Search Preferred Personnel in New/Edit Booking and the Professional App will show a list of professionals (i.e. been before professionals).

• Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking.

‘Yes’ indicates that the selected count of Preferred Personnel names are displayed in the new and edit bookings. By default value provided is ‘0' that means all the Personnel names are displayed in the new and edit bookings. Note that the Preferred Personnel count ranges between 0 to 5.

B. Shift Notification alert to member: Send confirmation/changes of shift details to member.

‘Yes’ indicates that the system allows you to send the shift confirmation details to the member for their acknowledgment.

Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters.

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• Send an Email Alert including shift details.

‘Yes’ indicates that the system will send Email Alert to the members including shift details.

The Email Alert to members is shared with the default Email Alert template having the User Type as 'Members’ as shown in the figure below.

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• Send Push notification (Please Note: if the app is not installed then the member will not receive any notification.).

‘Yes’ indicates that the auto-push is ON and the system will send the push notification including shift details to members.

The Push Notification to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised message template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

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• Send Sms alert including shift details.

‘Yes’ indicates that the auto-SMS is ON and the system will send the SMS alert including shift details to members.

The SMS alert to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised SMS Alert template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

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C. Shift Notification alert to Admin Staff: Send confirmation/changes of shift details to internal staff.

‘Yes’ indicates that the system will allow to send the booking confirmation details to the internal staff via email.

• Send Email notification.

‘Yes’ indicates that the system will send an Email notification including shift details to the internal staff with the pre-defined email template for the staff defined in the Notification of the Masters.

The Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’ as shown in the figure below.

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D. Show Shift Value: Allow Clients to see the total estimated shift value in Bookings.

‘Yes’ indicates that it allows the client to view the estimated shift value (shift worth) in the Booking page of the Client Portal.

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E. Order no: Set Order number as mandatory in new and edit booking.

‘Yes’ indicates that the Order Number field will be mandatory in the new and edit booking of the Bookings in the Client Portal.

F. Booking Notes: Set Booking notes as mandatory in New and Edit Booking.

‘Yes’ indicates that the Booking Notes field will be mandatory in the New and Edit Booking of the Bookings in the Client Portal.

G. Release Shift: Allow the client the ability to release a shift.

‘Yes’ indicates that the client will be allowed to release a shift. In the New Booking, Release Shift: Broadcast shift to available staff toggle appears.

H. Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking.

‘Yes’ indicates that the staff can set the Shift Cancellation rules and alert the client. Time-based and other child settings will be applicable if true.

Note that the predefined shift cancellation Email and SMS Alert templates can be selected for the staff and members in the Notifications section of Masters as shown in the figure below.

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• Restrict client to cancel shift if the shift start time remaining is “hours” hrs.

The staff can restrict the client to cancel the shift in case the shift start time remaining is equal to the time provided in hours. Note that the maximum hours limit should not exceed more than 24 hours.

• Send Shift cancellation alert to internal staff.

‘Yes’ indicates that the system will send shift cancellation details to the internal staff.

▪️Send Email notification.

‘Yes’ indicates that an email notification will be sent to the internal staff with the shift cancellation details.

To create the customised Shift Cancellation Email template for Staff, create the template having the User Type as 'Staff’ as shown in the figure below.

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• Send Shift cancellation alert to Member.

‘Yes’ indicates that the system will send shift cancellation details to the member.

▪️Send Email notification.

‘Yes’ indicates that an email notification will be sent to the member with the shift cancellation details.

To create the customised Shift Cancellation Email template for Member, create the template having the User Type as 'Member’ as shown in the figure below.

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▪️Send SMS alert.

‘Yes’ indicates that an SMS alert will be sent to the member with the shift cancellation details.

Note that the SMS alert to members is shared with the default template set with the Module selected as 'Allocations’.

I. Access of member information to clients via Member Card: Allow Clients to view member's profiles and employment information.

‘Yes’ indicates that the client can view the member card and all the employment information available on the Client Portal.

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1. Profile Details

‘Yes’ indicates that the client will be able to view the Details tab of the member.

2. Member Resume

‘Yes’ indicates that the client will be able to view the Resume tab and can download the resume of the member from the member card.

3. Contact Details (Address, Email Id, Phone Number, Next of Kin Details)

‘Yes’ indicates that the client will be able to view the Contact Details tab of the member.

4. Qualification(s) and Expertise(s)

‘Yes’ indicates that the client will be able to view the Skills tab of the member.

5. Visa Details (Including Visa document if any)

‘Yes’ indicates that the client will be able to view the Right to Work Details and Visa Documents (if any) of the member.

6. Member Documents: View & Download

‘Yes’ indicates that the client will be able to view the Documents tab and can download the document from the member card.

The Member Documents show the Category, and Document Description to the client. By default, documents are selected and you can select/ unselect and show/hide Document File. You can also set the default settings by clicking the Reset Default.

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J. Shift Qualification: Set a list of Qualifications to be visible to Clients in new and edit booking.

‘Yes’ indicates that the staff can set a list of Qualifications (all active Qualifications) that are visible to the client in the New and Edit Booking of the Bookings in the Client Portal.

The Shift Qualification shows the selected Qualification(s) Name to the client. By default, Shift Qualification is selected and you can select/ unselect the qualification(s) by clicking the checkbox against the Qualification(s) Name. You can also set the default settings by clicking the Reset Default.

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Field Name

Description

Order

To define the order of the menu visibility in the client portal.

Menu Name

Name of the menu visible in the client portal.

Page Keyword

Show the provided page keyword and the keyword cannot be configured.

Show to Client

To provide access to the client for this menu. When the flag is set to ‘YES’ that indicates the client can access this menu.

Show to Professionals

To provide access to the selected professional for this menu. The professional list includes Bank, Executive Manager, Finance, Management, and Staff.

• The professionals not selected from the available professional type list will not be able to access this menu.

• If no professional type is selected and the access to Show to Professionals flag is set to ‘YES’, this menu will be accessible to all the professional types.

• In case the Show to Professionals flag is set to ‘NO’, none of the professionals will be able to access the menu.

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Status

Set the menu as Active/Inactive. Active indicates that this menu will be visible to clients and professionals based on their set access.

Field Name

Description

Shift Check-In / Check-Out: Enable shift Check-In / Check-Out in Member App.

'YES’ flag indicates that the member will be able to use the Check-In and Check-Out functionality for the booked shifts in the Member App.

Other settings i.e. Member Check-In / Check-Out distance restriction and Shift Start Reminder will be enabled if the toggle for this setting is set to ‘YES’.

Member Check-In / Check-Out distance restriction: Apply distance in KMS restriction as per Client location address.

To apply the member check-in/check-out distance restriction as per the client's location address.

Set the ‘Member Check-In / Check-Out distance restriction’ parameter that is greater than 0.0 KM to restrict members to check-in/ check-out for the Shifts. For instance, if you set the distance restriction as 0.20 KMS (i.e. 200 meters), the member will be able to check-in/check-out within a 0.20 KMS radius as per the client’s location address.

Shift Start Reminder: Send shift reminder via push notification to the member before the shift start time.

Set the Shift Start Reminder time in minutes.

Before the shift start time, a shift reminder via push notification will be sent to the member.

Field Name

Description

Review Timesheets Access: Allow access for client to review submitted timesheets for its approval or dispute.

'YES’ flag indicates that the client has access to review the submitted timesheet.

Digital Timesheet: Turn off the manual timesheet upload feature & create a system-generated timesheet document.

'YES’ flag indicates that the system will generate an automatic timesheet document for your finance with all the shift details and will turn off the manual timesheet upload feature.

Supervisor Sign Required: Supervisor sign is required during submission.

'YES’ flag indicates that the supervisor’s signature is mandatory for members during timesheet submission.

Timesheet Submission Alert: Send auto Email notification to client/professional for a timesheet review from Client Portal/Professional App/Professional Portal.

'YES’ flag will activate the auto email notification with the pre-defined message to the client/professional.

This auto email notification will be sent to the client/professional for the timesheet review using from the Client Portal/ Professional App/ Professional Portal.

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Delivery Location Required: Delivery location is required for Member timesheet submission.

‘YES’ flag indicates that the members must select the Delivery Location from the Member App during timesheet submission.

Shift Document Upload Required: A document upload is required during timesheet submission.

‘YES’ flag indicates that the members must upload the shift document from the Member App during timesheet submission.

Field Name

Description

Show Client location documents to members.

'YES’ flag indicates that the members are allowed to view/ download authorised shift documents from the dashboard in the member app. Members are recommended to view the available documents before every shift.

Allow members to access shift worth estimations.

'YES’ flag indicates that the members are allowed to view shift worth as per their Qualification and Expertise for the shift in the member app.

Show the 'Add to Calendar' Icon in member app.

Show/hide the ‘Add to Calendar’ icon from the member app.

Choose one or more Shift Task Group to allow members to submit their responses.

'YES’ flag indicates that the member needs to submit the response for the selected shift task group during the shift.

Release shifts for this location across the nation.

Releases the shifts to eligible members across multiple regions within a country.

When the Flag is set to YES - the released shifts for the location will be visible to the members across the multiple regions. For instance, the members based in Sydney can view the released shifts of Melbourne if the Flag = YES.

In the Client Level settings if the Flag = OFF, this setting will override the settings provided at the Global level.

Field Name

Description

Display Order

To define the order of the section visibility in the client dashboard.

Section Name

Name of the section visible in the client dashboard.

Section Keyword

Show the provided section keyword and the keyword cannot be configured.

Access to Client

To provide access to the client for this menu with the flag set to ‘YES’.

Access to Professionals

To provide access to the selected professional for this menu. The professional type list includes Bank, Executive Manager, Finance, Management, and Staff.

• The professionals not selected from the available professional type list will not be able to access this menu.

• If no professional type is selected and the access to Show to Professionals flag is set to ‘YES’, this menu will be accessible to all the professional types.

• If the Show to Professionals flag is set to ‘NO’, none of the professionals will be able to access the menu.

Select Professional Type

Select the Professional Type from the available list when the ‘Access to Professionals’ is set to YES.

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Status

Set the menu as Active/Inactive. Active indicates that this menu will be visible to clients and professionals based on their set access.

Open

Member Offered, Member Broadcast, Shift Release, Client Confirmed, and Cascom Release.

Shifts have been broadcasted to multiple available members for their action/attention.

Completed

Shift Booked and Timesheet Submitted.

Confirmed shifts accepted by the Client and the Staff member.

Pending Client

Member Assigned, Member Accepted, and Client Proposed.

Shifts require attention for Staff approve or decline.

Pending Agency

Shift Entered, Member Pull Out, Member Decline, Member Removed.

Agency Staff is actively working on these shifts.

Shift Category Name

Name of the new category and the name provided should be unique.

Category Color

Shows the Color of the new category. This Category Color is set for the different booking Shift Categories.

To select the Category Color:

• Click the color palette and select the desired color.

• Click Apply.

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Category Description

Describes the new category.

Description Visibility to Client

You can set the Description Visibility flag to ‘Yes’ or ‘No’.

Here ‘Yes’ indicates description provided in the Category Description will be visible in the Client Portal. By default, the toggle is set to YES.

System Defined Shift Status

Shows the list of all the active Shift Status. Select all the required Shift Status corresponding to this Category.

Display Sequence

Provide the order number to define the arrangement of a new category in a particular order.

The Display Sequence provided will be reflected in the landing page of the Booking.

Status

The Status of the new category can be set to Active or Inactive. By default, the Status is set to Active.

Field Name

Description

Member: Notification to send the shift confirmation details from Client portal - New Bookings.

Notification to send the shift confirmation for New Booking to the member using Email Template, Push Template, and SMS Template.

Select the Email Template, Push Template, and SMS Template from the available template list.

• Select Email Template: Select the Email Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

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• Select Push Template: Select the Push Template and the Push Notification to members is shared with the default template having the Module selected as 'Allocations’.

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• Select SMS Template: Select the SMS Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.

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Staff: Notification to send the shift booking alert from Client portal - New Bookings.

Notification to send the shift booking alert for New Booking to the staff using Email Template.

• Select Staff Name: Select the required Staff.

• Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

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Client: Notification to send the shift Order details from Client portal - New Bookings.

Notification to send the shift order details for New Booking to the client using the selected Email Template.

• Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

Staff: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

Notification to send the shift cancellation alert for the current booking to the staff using Email Template.

• Select Staff Name: Select the required Staff.

• Select Email Template: Select the Email Cancellation Template and the Email cancellation notification to Staff is shared with the default Email Template having the User Type as ‘Staff’.

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Member: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

Notification to send the shift cancellation alert for the current booking to the member using Email Template and SMS Template.

• Select Email Template: Select the Email Cancellation Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

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• Select SMS Template: Select the SMS Cancellation Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.

Field Name

Description

Compliance Rules: Show client compliance rules in client portal.

'Yes’ indicates that the compliance rules applicable are visible to the member.

Field Name

Description

Service Location

Select the Service Location. By default, the Service location is selected in case the professional is linked with a single client.

If the infection is applied to the Service Location, it will appear in Red. On tap, the Applied Infection(s) are shown with the name of Infection(s) and Restriction Period.

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Delivery Location

Select the Delivery Location(s) associated with the Service Location.

If the infection is applied on the Delivery Location, it will appear in Red.

Category

Shows the shift categories such as Completed, Open, Pending Client, or Pending Agency.

The shift categories and their color are picked as defined in the Bookings Calendar Categories in the Masters → Client Masters → Configure New Client Web App Settings of the Staff Portal application.

Field Name

Description

Category

Shows the shift categories such as Completed, Open, Pending Client, or Pending Agency (as defined in Bookings Calendar Categories Master Settings).

Status

The Status can be Member Accepted, Member Decline, Member Removed, Member Pulled Out, Member Offered, Member Assigned, Member Broadcast, Shift Release, Shift Booked, Timesheet Submitted, Client Confirmed, Client Proposed, and Shift Entered.

Time

Shows the Start and End Time of the shift.

Shift Type

Shift Type of the member based on the Service Location selected.

Qualification

Qualification required for the shift.

Expertise

Expertise based on the Qualification selected.

Member Name

Name of the active member.

Profile Picture

Profile picture of the member.

On tap, the profile picture, the member card opens.

Action icon

Edit, Cancel, View, and Accept icons are displayed based on the Shift Status. For details about Shift Status with Required Actions, click the link here.

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Shift Worth Value icon

The Shift Worth Value icon appears based on the flag settings in Master ‘Show Shift Value: Allow Clients to view the total estimated shift value in Bookings'. If the flag is set to ‘YES’, the Shift Worth Value is visible for the shift.

On clicking the Shift Worth Value icon, the Estimated Shift Value pop-up opens and shows the Total Estimated Shift Value.

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Booking Ratio

Shows the Booking Ratio for the booked shifts in case of multi-bookings.

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Shift Document icon

Shows the Shift Documents uploaded for the booked shift.

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The Shift Documents can be viewed, downloaded, and deleted.

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Notes icon

Shows the available Notes for the Booked Shift. Click the Notes icon to view details.

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Accept icon

Shows the Accept icon, in case a member has accepted the shift.

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Tap the Accept icon, the Accept Personnel pop-up opens. Click the plus icon to select the name of the authorised person for the shift in the Order By and click the Confirm icon.

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Timesheet icon

Shows the Timesheet icon, in case Timesheet Snap exists for the completed shift.

On tap of the Timesheet icon, the timesheet will open and the user can view and download the timesheet submitted.

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Field Name in Online Permission

Field Name in Client-Level Permission

Allow access for client to review timesheets

Available in Timesheet Settings:
Review Timesheets Access: Allow access for the client to review submitted timesheets for its approval or dispute.

Enable system-generated digital timesheets for location

Available in Timesheet Settings:
Digital Timesheet: Turn off the manual timesheet upload feature & create a system-generated timesheet document.

Allow the client to search for preferred personnel

Available in Bookings Settings:
Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking.

Show location documents to members

Available in Other Settings:
Show Client location documents to members

Required Delivery location for member to submit Timesheet

Available in Timesheet Settings:
Delivery Location Required: Delivery location is required for Member timesheet submission.

Allow members to access shift worth estimations

Available in Other Settings:
Allow members to access shift worth estimations.

Release shifts for this location across the nation

Available in Other Settings:
Release shifts for this location across the nation.

Show the 'Add to Calendar' Icon in member app

Available in Other Settings:
Show the 'Add to Calendar' Icon in member app.

Show client compliance rules in client portal

Available in Independence Preferences:
Compliance Rules: Show client compliance rules in the client portal

Mandate the shift document upload in timesheet submission by the member.

Available in Timesheet Settings:
Shift Document Upload Required: A document upload is required during timesheet submission.

Choose one or more Shift Task Group to allow members to submit their responses.

Available in Other Settings:
Choose one or more Shift Task Groups to allow members to submit their responses.

Allow the client the ability to release a shift from the client portal - New Booking

Available in Bookings Settings:
Release Shift: Allow the client the ability to release a shift.

Allow auto push notifications to be sent to members if client assigns a shift - New Booking

Available in Bookings Settings:
Shift Notification alert to member: Send confirmation/changes of shift details to the member

• Send Push notification (Please Note: if the app is not installed then the member will not receive any notification.).

Allow auto SMS notifications to be sent to members if client assigns a shift - New Booking

Available in Bookings Settings:
Shift Notification alert to member: Send confirmation/changes of shift details to the member

• Send Sms alert including shift details.

Turn on auto alerts via Email / SMS to internal staff for client portal - New Booking

Available in Bookings Settings:

Shift Notification alert to Admin Staff: Send confirmation/changes of shift details to internal staff.

• Send Email notification.

New Flags

Description (if the Flag is set to YES)

Show Shift Value: Allow Clients to see the total estimated shift value in Bookings.

In the Booking Master Settings, it allows the client to view the estimated shift value (shift worth) in the Booking page of the Client Portal.

Access of member information to clients via Member Card: Allow Clients to view member's profiles and employment information.

In the Booking Master Settings, the client can view the member card and all the employment information available on the Client Portal.

Order no: Set Order number as mandatory in new and edit booking.

In the Booking Master Settings, the Order Number field can be set to mandatory in the new and edit booking of the Bookings in the Client Portal.

Booking Notes: Set Booking notes as mandatory in New and Edit Bookings.

In the Booking Master Settings, the Booking Notes field can be set to mandatory in the New and Edit Booking of the Bookings in the Client Portal.

Shift Qualification: Set a list of Qualifications to be visible to Clients in new and edit booking.

In the Booking Master Settings, the staff can set a list of Qualifications (active Qualifications) that are visible to the client in the New and Edit Booking of the Bookings in the Client Portal.

Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking.

In the Bookings Settings, the selected count of Preferred Personnel names are displayed in the new and edit bookings. By default value provided is ‘0' that means all the Personnel names are displayed in the new and edit bookings. Note that the Preferred Personnel count ranges between 0 to 5.

Shift Start Reminder: Send shift reminder via push notification to the member before the shift start time.

In Shift Check-In / Check-Out settings, set the Shift Start Reminder time in minutes.

Before the shift start time, a shift reminder via push notification will be sent to the member.

Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking.

In the Booking Master Settings, the staff can set the Shift Cancellation rules and alert the client. Time-based and other child settings will be applicable if true.

Supervisor Sign Required: Supervisor sign is required during submission.

'YES’ flag indicates that the supervisor’s signature is mandatory for members during timesheet submission.

Field Name

Description

Shift Notification alert to member: Send confirmation/changes of shift details to member.

‘Yes’ indicates that the system allows you to send the shift confirmation details to the member for their acknowledgment.

Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters.

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• Send an Email Alert including shift details.

‘Yes’ indicates that the system will send Email Alert including shift details to the members.

The Email Alert to members is shared with the default Email Alert template having the User Type as 'Members’ as shown in the figure below.

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• Send Push notification (Please Note: if the app is not installed then the member will not receive any notification.).

‘Yes’ indicates that the auto-push is ON and the system will send the push notification including shift details to members.

The Push Notification to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised message template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

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• Send Sms alert including shift details.

‘Yes’ indicates that the auto-SMS is ON and the system will send the SMS alert including shift details to members.

The SMS alert to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised SMS Alert template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

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Shift Notification alert to Admin Staff: Send confirmation/changes of shift details to internal staff.

‘Yes’ indicates that the system will allow to send the booking confirmation details to the internal staff via email.

• Send Email notification.

‘Yes’ indicates that the system will send an Email notification including shift details to the internal staff with the pre-defined email template for the staff defined in the Notification of the Masters.

The Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’ as shown in the figure below.

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• Send Sms alert

Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking.

‘Yes’ indicates that the staff can set the Shift Cancellation rules and alert the client. Time-based and other child settings will be applicable if true.

Note that the predefined shift cancellation Email and SMS Alert templates can be selected for the staff and members in the Notifications section of Masters as shown in the figure below.

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• Restrict client to cancel shift if the shift start time remaining is “hours” hrs.

The staff can restrict the client to cancel the shift in case the shift start time remaining is equal to the time provided in hours. Note that the maximum hours limit should not exceed more than 24 hours.

• Send Shift cancellation alert to internal staff.

‘Yes’ indicates that the system will send shift cancellation details to the internal staff.

▪️ Send Email notification.

‘Yes’ indicates that an email notification will be sent to the internal staff with the shift cancellation details.

To create the customised Shift Cancellation Email template for Staff, create the template having the User Type as 'Staff’ as shown in the figure below.

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• Send Shift cancellation alert to Member.

‘Yes’ indicates that the system will send shift cancellation details to the member.

▪️Send Email notification.

‘Yes’ indicates that an email notification will be sent to the member with the shift cancellation details.

To create the customised Shift Cancellation Email template for Member, create the template having the User Type as 'Member’ as shown in the figure below.

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▪️Send SMS alert.

‘Yes’ indicates that an SMS alert will be sent to the member with the shift cancellation details.

Note that the SMS alert to members is shared with the default template set with the Module selected as 'Allocations’.

Flags not Supported

Description

Shift Start Reminder: Send shift reminder via push notification to the member before the shift start time (in Member App).

Set the Shift Start Reminder time in minutes.

Before the shift start time, a shift reminder via push notification will be sent to the member.

Supervisor Sign Required: Supervisor sign is required during submission (in Member App).

'YES’ flag indicates that the supervisor’s signature is mandatory for members during timesheet submission.

Booking Notes: Set Booking notes as mandatory in New and Edit Bookings (in Client App).

In the Booking Master Settings, the Booking Notes field can be set to mandatory in the New and Edit Booking of the Bookings in the Client Portal.

Field Name

Description

When Shift

In the When Shift, the filter options are available that are Based on added conditions and selected Matches. The following options are available in the When Shift:

• Shift Type → List of all the active Shift Types in masters.

• Shift Date → Calendar Date picker option.

• Shift Day → List of Day Types such as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week.

• Shift Expertise → List of all the Expertise linked with the member qualification.

• Client Industry → List of all the active Industries from the masters linked with the member.

• Worked with client → List of all the Previously Worked Clients by the member.

Based on

In the Based on, select the condition related to the selected ‘When Shift’ that can be applied to the selected Matched option. The Based on condition is predefined for all the ‘When Shift’ filters as per the requirement and is loaded based on the selected option.

The ‘Based on’ conditions available for the selected ‘When Shift’ filter are:

• Shift Type, Shift Day, Shift Expertise, Client Industry, Worked with client → Include, Exclude.

• Shift Date → Include, After, Before, Between.

Matches

The When Shift filter shows the options as Shift Type, Shift Date, Shift Day, Shift Expertise, Client Industry, and Worked with client. Depending on the selected filter, the Based on conditions and Matches options are available.

If the When Shift option selected is:

• ‘Shift Type’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the available list of Shift Types. Select the required Shift Types checkbox(es) and click Done.

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• ‘Shift Date’ with the Based on condition as ‘Include’, ‘After’, ‘Before’, or ‘Between’, the Matches show the Calendar icon to select the required Shift Date. Click the Calendar icon to select the required Shift Date and click OK.

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• ‘Shift Day’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the options as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week. Select the required Shift Day(s) checkbox(es) and click Done.

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• ‘Shift Expertise’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the Expertises linked with the member qualification. Select the required Shift Expertise(s) checkbox(es) and click Done.

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• ‘Shift Industry’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the list of all active Industries from the master. Select the required Shift Industry(ies) checkbox(es) and click Done.

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• ‘Worked with client’ with the Based on condition as ‘Include’ or ‘Exclude', the Matches shows the list of All Clients that are 'been before clients’.

  • If ‘All Clients’ option is selected, it loads all the shifts of ‘been before clients’ for the available Service Location ('been before clients' means the clients where the member has worked previously ).

  • If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘include’, it will show all the shifts for the selected Service Location(s).

  • If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘Exclude’, it will show shifts for all the existing Service Locations except for the selected Service Location(s).

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  • If a member selects the clients from the ‘been before clients’ list with the Delivery location(s), it allows to add Delivery Location values for the selected Service Location. To add the Delivery Location, click Add Delivery.

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  • Select the Based on condition as ‘Include’ or ‘Exclude’ with the Matches value(s) and click Done.

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The Delivery filter is added for the Worked with the client.

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Filter Name

Name of the Filter. By default, the filter name is provided as the ‘When Shift’ filter option selected. You can provide the new filter name as per your requirement.

New Smart Shifts filter are named automatically based on the selected ‘When Shift’ filter. If a similar ‘When Shift’ filter option is selected, a number is added in front of the filter name to generate the unique filter names. For instance, if the ‘When Shift’ filter is added twice for Shift Type, the first filter will be named ‘Shift Type’, and the second filter will be named ‘2 - Shift Type’.

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To add multiple conditions in any filter.

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Add Filter

To add a new filter that can include multiple conditions.

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Confirm Filters

Saves and applies the filter in the Released Shift screen.

Issues

Summary

Status

Professionals/Clients not able to withdraw future shifts in the Client Allocations module of the Staff Portal application.

Issue Resolved. In the Client Allocations, the Professionals/Clients are now able to withdraw future shifts successfully.

Time validations set to Withdraw, Cancel or Edit shift(s) by the Professional/ Client in the Client Allocations module of the Staff Portal application.

Issue Resolved. In the Client Allocations, the Professional/Client can Withdraw, Cancel or Edit shift(s) before 2 hrs from Shift Start Time else the validation messages are displayed.

The validation message to Withdraw/Cancel Shift → ‘Unbooked shift(s) can only be Withdrawn before 2 hrs from Shift Start Time’.

The validation message to Edit Shift → ‘Shift(s) can only be Edited before 2 hours from Shift Start Time’.

Issue in updating Job Expiry Date while updating the SEEK Job Entry.

Issue Resolved. In the Update Job Entry for SEEK, now the user can update and save the Job Expiry Date as well as Update Job Entry.