🚀 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 - Advance Shift Filter
💬 Resolved Issues	3 Issues
📅 Version Available From	December 2023 This beta version is available for our beta clients only. Please preview the glimpses of new features in this release notes. Stay connected with us as we are anticipating to release this version in December 2023.
On This Page

New Features

New Client Portal

The new Client Portal application is designed to manage Bookings, Staff Preferences, Timesheets, Appraisals, and Finance for the clients based on the defined Global Level Settings and Client Level Settings. In this version, we have covered Bookings, Staff Preferences, Generic Master Level Settings, and Client Level Master Settings.

The Bookings show all the available shift bookings in a Calendar view organized date-wise. You can add New Bookings, Edit Bookings, and navigate to view previous/future bookings. You can filter bookings based on the available Shift Categories shown in different colors 👨‍🏭.

The Staff Preferences shows the preferred, restricted, and no preferences/restrictions members' details of future shifts for the selected location. The client can request to prefer the member and/or restrict the member from accepting the future shift for the specific location 👨‍💻.

The Bookings and Staff Preferences features are available and accessible using the web client portal view and client portal mobile view.

In Generic Master Settings, you can manage your global web app generic settings to pre-define the general configurations as per your preference, and in Client Level Master Settings, you can Configure Client Interface to apply the client-level settings. It is important to note that the system will override the defined settings in the Generic Master Settings when you apply Client Level Master Settings 🔍 😎.

Global Master Settings - New Client Portal Web App Settings

In the Configure New Client Web App Settings of the Staff Portal application, you can manage your global web app generic master settings to pre-define the general configurations as per your preference. You can manage and configure generic master settings for:

To configure the new client web app master generic settings as per your requirements, read the instructions provided below for each global master setting.

Important: Note that the client-level settings will override the defined settings in the global master settings.

How to Access New Client Portal Web App Settings?

To access Configure New Client Web App Settings in the Staff Portal application:

Click Masters→ Client Master → Configure New Client Web App Settings

On clicking the Configure New Client Web App Setting, the Global Master Settings page opens that manages your client's web app generic settings

Bookings Settings

In the Bookings tab, you can manage and predefine the booking detail settings for the Client Portal. To define the settings:

Select the required settings by clicking the toggle to ‘YES’ or ‘NO’
The YES/NO toggle for the sub-settings will be enabled if the toggle for the parent setting is ON. In case all the sub-settings are set to OFF, the parent settings will automatically be set to OFF
You can reset the Bookings settings to default by clicking Reset Default
When all the settings are set, click the Save button

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 shift. Clients can directly request/appoint members using 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. When the flag is set to 'Yes’, the child flags shown below are also activated for selection and the user can set Email Alert, Push Notification, or/and SMS Alert. Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters.
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.
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.
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.
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.
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.
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. When the flag is set to 'Yes’, the child flags shown below are also activated for selection and the staff can set the time to restrict the client to cancel shift and send the shift cancellation alert to internal staff and members using email/SMS. 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.
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.
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.
▪️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. When the flag is set to ‘Yes’, the child flags shown below are also activated for selection and the user can view Profile Details, Member Resume, Contact Details, Qualification(s) and Expertise(s), Visa Details, and Member Documents settings. Set ‘Yes’/ ‘No’ for each child flag settings as per your requirements.
Profile Details	‘Yes’ indicates that the client will be able to view the Profile tab of the member.
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.
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.
Qualification(s) and Expertise(s)	‘Yes’ indicates that the client will be able to view the Skills tab of the member.
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.
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.
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.

Client Permissions Settings

In the Client Permissions tab, the global master settings for the Client Permissions are defined to manage client permissions for the Clients and Professionals. The Client Permissions are set for the Bookings, Staff Preferences, Home, Timesheets, Appraisals, and Finance tabs in the Client Portal application.

For each Menu Name, the Client Permissions page shows the Actions, Order, Menu Name, Show to Clients, Show to Professionals, Status, Last Updated By, and Last Updated On.

The Last Updated By shows the name of the user who last updated the setting and the Last Updated Date shows the last updated date and time of the setting.

Update Client Permissions

To update the Client Permissions for the available menu:

Click the Edit action icon as shown in the figure below and the Client Permissions pop-up window opens in edit mode

By default, all the menu options are set to True
Update all the required details and click Update 😊

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

Shift Check-In / Check-Out Settings

In the Shift Check-In / Check-Out tab, the global master settings for members' shift check-in/check-out are defined to manage Shift Check-In and Check-Out for the booked shifts.

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. To activate this feature, please call the support team to set up your account with google maps. 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. Note that the 0.0 KM means no distance restriction is applicable for member check-in/ check-out.
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.

Timesheets Settings

In the Timesheets tab, the global master settings for members' timesheets are defined to manage the timesheet submission of members for the booked shifts.

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 Client Portal/Professional App/Professional Portal.
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.

Other Settings

In the Other tab, the global master settings to manage the App settings are defined for the Client Portal.

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 the 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.

Configure Client Dashboard Settings

In the Configure Client Dashboard tab, the settings to configure the client dashboard are defined to manage the sections that will be available in the client portal dashboard with access defined to Clients/Professionals.

The Last Updated By shows the name of the user who last updated the setting and the Last Updated On shows the last updated date and time of the setting.

Update Configure Client Dashboard

To update the Configure Client Dashboard settings:

Click the Edit action icon as shown in the figure below and the Configure Client Dashboard pop-up window opens in edit mode

Update all the required details and click Update

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

Bookings Calendar Categories Settings

The Bookings Calendar Categories manage the Shift Status of all the available Calendar Categories and display the Actions, Status, Shift Category, Category Color, Description, Built-in, Description Visibility to Client, System Defined Shift Status, Last Updated On, and Last Updated By.

The Actions edits the existing Category, Status shows whether the existing category is active/inactive, Shift Category shows the name of the category, Category Color shows the color of all the available categories, Description shows the detail about the Shift Category, Built In shows the categories that are editable/non-editable (‘Open’ and ‘Completed’ categories are set as non-editable), System defined Shift Status shows the applicable shift status for each shift category, Last Updated By shows the name of the user who updated the category, and Last Updated On shows the date and time when the category was updated.

By default, four booking categories are shown when the flag for the new Client Portal application is activated and the specified Shift Status will be mapped with the corresponding Shift Category:

Shift Category	System Defined Shift Status	Description
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.

Add New Category

To Add a New Category in the Bookings Calendar Categories:

Click Add New Category
The Add New Category pop-up window opens. Provide all the required details
Click Save

Field Name	Description
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.
Category Description	Provide the description for 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. Note that you cannot replicate the already selected Shift Status into any other active 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. Note that you cannot set the Status to Inactive for the ‘Open’ and ‘Completed’ categories.

Edit Category

You can edit the existing category. To edit the existing category:

Click the edit icon in the Actions and Edit Category pop-up window opens

Edit all the required details in the existing Category
Click Update

Notifications Settings

In the Notifications tab, the global notifications settings are set for the member, staff, and client using the Email Templates, Push Templates, and SMS Templates.

To set the Notifications templates for the member, staff, or/and client:

Select the required Email Template, Push Template, or/and SMS Template
For staff notifications, select the Staff Name
Click Save Notification Settings and the selected notifications settings are saved

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’. 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’. 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’.
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’.
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’.
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’. 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’.

Client Level Settings - Configure Client Interface

In Client Management of the Staff Portal application, you can Configure Client Interface to apply the client-level settings.

You can set the Independent Preferences setting for Compliance Rules. The Independent Preferences settings are not accessible in the global master settings.

Important:- Note that when you apply client-level settings and the flags set to ‘YES’ will override the settings provided in the global master settings. The flags that are set as ‘NO’ will apply settings as defined in the Global Master settings.

All the settings in Client Details → Online Permissions are now available in this Client Level Settings.

How to access Client Level Settings?

To access Configure Client Interface Settings in the Staff Portal:

Click Profiles → Client → Search Client or click Client Quick Link and the Search Client page opens
Now, select the client name checkbox with Location Type as Service, or Admin and Service, and the Action slider window opens as shown in the figure below
Click Client Management

In the Client Management page, click Configure Client Interface

Independent Preferences Settings

The Independent Preferences settings are set at the client level only and are not affected by the flag setting of Apply client-level settings.

You can define Compliance Rules setting in the Independent Preferences and click Save.

Field Name	Description
Compliance Rules: Show client compliance rules in client portal.	'Yes’ indicates that the compliance rules applicable are visible to the member.

Bookings Settings

In the Bookings settings, you can manage client-level booking detail settings for the Client Portal.

To configure the client-level settings for the Bookings as per your requirements, select the required settings by clicking the toggle to ‘YES’. When you apply client-level settings, the flags set to ‘YES’ will override the settings provided in the global master settings. The flags that are set as ‘NO’ will apply settings as defined in the global master settings.

Refer to the Master Generic Settings for Bookings to read the instructions provided for each setting.

Shift Check-In / Check-Out Settings

In the Shift Check-In / Check-Out settings, the client-level settings for members' shift check-in/check-out are defined to manage Shift Check-In and Check-Out for the booked shifts.

To configure the client-level settings for the Shift Check-In / Check-Out as per your requirements, select the required settings by clicking the toggle to ‘YES’. When you apply client-level settings, the flags set to ‘YES’ will override the settings provided in the global master settings. The flags that are set as ‘NO’ will apply settings as defined in the global master settings.

Refer to the Master Generic Settings for Shift Check-In / Check-Out to read the instructions provided for each setting.

Timesheets Settings

In the Timesheets settings, the client-level settings for members' timesheets are defined to manage the timesheet submission of the members for the booked shifts.

Refer to the Master Generic Settings for Timesheets to read the instructions provided for each setting.

Other Settings

In the Other settings, the client-level settings to manage the App settings are defined for the Client Portal.

Refer to the Master Generic Settings for Other to read the instructions provided for each setting.

Client Portal Login

To login to the Client Portal application:

In the web browser, provide the https://qacclients.entirehr.com.au URL and your Client Portal login page opens with the Access Code, and click Next

For Staff, providing the login information is not required as the Staff can open the Client Portal application (Login → Client Portal) from the Staff Portal without login information.

Provide the Username and Password

Click Login and the user will login to the Client Portal application successfully 😄

Forgot Password

In case you do not remember the password:

Click Forgot Password? link as shown in the figure below

Provide the Email ID or User Name
Click Recover Password and the new password will be shared with you on your provided details

Keep me logged in

To retain the login session:

Select the Keep me logged in toggle to YES and the Your Choice for Privacy Policy dialog box appears
To accept the displayed privacy policy, click Accept or else Reject

Log Out

To log out of the Client Portal application:

Click your profile icon at the top right of the page
Click Log Out as shown in the figure below

Change Password

To change the password of your Client Portal application:

Click the profile icon as shown in the figure above and the Change Password pop-up window opens
Provide your Old Password
Now, provide the New Password and re-enter the same new password in the Confirm Password
Click Change Password and the message ‘Password changed successfully’ appears

Bookings

The Bookings page shows all the available shift bookings in a Calendar view organized date-wise. Each date shows the existing bookings (if any) with the current shift status as defined in the Master. You can create new bookings or edit existing bookings by clicking the required Calendar date.

By default, the Booking Shift Categories are shown as Completed, Open, Pending Agency, and Pending Client with customised color for each category. You can create your own customised Booking Shift Categories from the Masters with customised category colors.

The highlighting features available on the Bookings page:

The shift bookings are shown in a Calendar view organised date-wise and display all the bookings at a glance with the highlighted date as ‘Today’
You can navigate to view the previous/future month bookings by using the forward or backward icons
Clicking on any Shift Category shows the corresponding shift count number in the Calendar view and you can select/unselect any of the Shift Category
You can filter bookings based on the available Shift Categories that are shown in different colored boxes with Shift Category names (Completed, Open, Pending Client, or Pending Agency) and the numbers of shift bookings shown
In the Calendar view:
1. The total number of shifts is shown after the forward slash ‘/'. For example, ' 3/10’ - 10 indicates the total number of shifts. The default view shown is ‘Completed Shifts/Total Shifts’
2. The total number of shift categories associated are shown before the forward slash ‘/' and will change depending on the Shift Category selected
  For example, on clicking the ‘3/10’ Completed Shift Category, ‘3’ indicates the total number of Completed Shift Category, or on clicking the '4/10’ Pending Client Shift Category, '4’ indicates the total number of Pending Client Shift Category
3. The color of the Shift Category will vary depending upon the color defined in your Master and by default, Shift Category selected will be Completed
4. The total available shift count in the calendar view for the day will always be in black

Note that the color of the shift count that is shown before forward '/' is picked as defined in the Bookings Calendar Categories in the Client Masters → Configure New Client Web App Settings of the Staff Portal.

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.
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.

When you hover over the Shift Category, a tooltip message is displayed. This tooltip is displayed based on the Description provided and the Description Visibility to Client set to ‘YES’ in the Bookings Calendar Categories Master Settings.

View Booking Details

When bookings exist for a particular date, tap on the date, and all the bookings are loaded below the Calendar view. On scrolling down the page, the selected day and date are displayed with the Edit All Booking and Refresh buttons. You can click the refresh icon to fetch the updated data.

Each shift booking shows all the available shift details with the applicable action required. Note that you can view/edit a single booking at a time. Each shift booking shows the following fields explained below.

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.
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.
Action Icon	Edit, View, Cancel, and Accept Personnel icons are displayed based on the Shift Status. For details about Shift Status with Required Actions, click the link here. Note that for the Clients, the Cancel icon will be visible based on Shift Status. 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.
Booking Ratio	Shows the Booking Ratio for the booked shifts in case of multi-bookings.
Shift Document Icon	Shows the Shift Documents uploaded for the booked shift. The Shift Documents can be viewed, downloaded, and deleted.
Notes Icon	Shows the available Notes for the Booked Shift. Click the Notes icon to view details.

Export To PDF

You can export all the booking details into PDF files. To export booking details into a PDF file, click the Export To PDF icon, and all the records available are exported into the PDF file.

The downloaded PDF file shows the details of Service Location, Delivery Location, Date, Day, Shift Type, Shift Time, Member name, and Shift Status for the selected month.

Export To Excel

You can export all the booking details into Excel files. To export booking details into an Excel file, click the Export To Excel icon, and all the records available are exported into the Excel file. The downloaded Excel file shows the Summary details, Current Booking details, and Past Booking details.

The Current Bookings details include Service Location, Delivery Location, Member Id, Member Name, Shift Status, Shift Date, Type, Start time, End time, Shift Hours, Qualification, Expertise, Order Number, Order Date, Ordered By, Created by, Member Pay Level, and Booking Number details.

The Past Bookings details include Timesheet Number, Service Location, Delivery Location, Member Id, Member Name, Shift Status, Invoice Verified, Invoice Number, Shift date, Type, Start time, End time, Shift Hours, Break (Mins), Wkd Hrs, Qualification, Expertise, Order Number, Order Date, Ordered By, Created by, Shift Pay Level, and Booking Number details.

Note that in mobile view you can export booking details into PDF format only.

Bookings in Mobile View

The Bookings mobile view shows weekly data and by default, current week data is displayed. When the user modifies the date in the calendar, the weekly data is displayed based on the selected date, and the booking data is shown from Monday to Sunday.

All the highlighted features displayed in the Bookings above will be applicable in the mobile view as well.

Users can tap on a day and all the available bookings are loaded below the Calendar view. You can click the refresh icon to fetch the updated data.

On clicking the member photo or member name, the member card opens.

Add New Booking

To Add a New Booking:

Click New Booking and the New Booking pop-up window opens

Provide all the required details
Click Confirm Shift(s) to save the newly added Booking

Field Name	Description
Service Location	Select the selected Service Location. To select the Service Location(s): Click plus icon and the Service Location pop-up window opens. Search and select the required Service Location. Click the tick icon. If logged in as Admin - No Service Location will be selected. If logged in as a Professional: With multiple Service Locations associated with the professional - no Service Location is selected by default. With a single Service Location associated with the professional - the Service Location is selected by default.
Delivery Location	Show all the active Delivery Locations associated with the selected Service Location. To select the required Delivery Location: Click the plus icon and the Delivery Location pop-up window opens. Search and select the required Delivery Location. Click the tick icon.
Qualification	Shows all the available active Qualifications that are set in the Generic Client Portal Settings for Booking Masters. Select the required Qualification. You can add multiple Qualifications.
Shift Date	To select the date for the new Shift Booking. You can select the customised date(s) or from the Date Range for multiple Bookings. Note that the Shift Bookings can be created for current and future bookings only. To select the Shift Date(s) for the New Booking: Click the Calendar icon and click to select the shift booking date(s). You can select multiple dates by clicking on the required date. To select the Date Range for the multiple booking: Click the Date Range toggle. Provide the Start Date and End Date for the shift bookings. By default, the No Weekend checkbox is selected i.e. weekend dates will be excluded from the booking range. If required, you can select the No Public Holiday checkbox to exclude the public holidays in the booking range.
Shift Type	Shows the list of available Shift Types. To select the required Shift Type: Click the plus icon and the Shift Type pop-up window opens. Search and select the required Shift Type. Click the tick icon. Note that the Shift Types available in the pop-up window are fetched from the Allocation Master → Members Shifts of the Staff Portal application. In the Members Shifts Master, where Show in Booking is set to Yes and their names as per defined in Nominate Shift Type Text to view in Invoices exists else from the Shift Name are shown in the Shift Type pop-up window. The Shift Types are displayed in the pop-up based on the Shift Priority set in the Members Shifts Masters.
Order By	A professional name for the selected Service Location who has ordered the Shift. You can type in the professional name. Also, you can select the professional name from the Order By pop-up window. To select the professional name: Click the plus icon and the Order By pop-up window opens. Search and select the required professional name from the available list. Note that in the search window, all the associated professional names corresponding to the selected client will appear.
Start Time - End Time	The Start Time and End Time are auto-selected based on the Shift Type selected. Users can also edit the Start Time / End Time. To edit the Start Time / End Time: Click the clock icon. From the time picker, select the new time. Click Set and the new time will be set.
Search Preferred Personnel	To select the required Preferred Personnel for the New Booking: Click the search icon and the Available Personnel who worked at your location pop-up window opens and displays the Personnel Name, Qualification(s), Expertise, Years of Experience, Last Shift Worked, Proximity (KMS), and Shifts worked for you. The Personnel Name displays the member profile picture and if the profile picture is not available, the default image is loaded. Select the required Personnel. Note that you can select any one of the matched personnel. Click the tick icon. The Search Preferred Personnel field appears in case the ‘Allow “Search & Appoint" available members: Show previously worked members available for a shift appointment’ flag is set to YES in the Global/Client Booking Masters Settings. The members having the following checks expired will not appear in the Preferred Personnel list: Police Check Children Permit Check (WWC) Qualification Reg Check Member Check based on Request and Restriction Note that in case of multiple shift bookings, the Preferred Personnel is not allowed. The Search Preferred Personnel appears based on the flag settings in the Global/Client Level Master settings ‘Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking’. 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.
Show More Fields: To fill in more field details for the New Booking, click the expand icon.
Expertise	Select the Expertise based on the Qualification selected. To select the Expertise for the New Booking: Click the plus icon and the Expertise pop-up window opens. Select the required Expertise. Click the tick icon.
Sub Expertise	Select the Sub Expertise based on the Expertise selected.
Order Number	Provide the Order Number of the new shift booking. The Order Number can appear as the mandatory/optional field based on the 'Order no: Set Order number as mandatory in new and edit booking.’ flag is set to YES/NO in the Booking Masters Settings.
Booking Notes	Provide the Booking Notes for the new shift booking. The Booking Notes can appear as the mandatory/optional field depending on the ‘Booking Notes: Set Booking notes as mandatory in New and Edit Booking.’ flag is set to YES/NO in the Booking Masters Settings.
Release Shift: Broadcast shift to available staff	Select the Release Shift toggle in case you want to release the shift and broadcast it to the available staff. The notification will be sent to the internal Staff and the Shift Log will be created against the shift in the Staff Portal. The Release Shift toggle appears in case the ‘Release Shift: Allow the client the ability to release a shift.’ flag is set to YES in the Booking Masters Settings.
Confirm Shift(s)	When all the required details are provided in the New Booking, click Confirm Shift(s) and the message ‘Shift(s) created successfully’ appears. On clicking Confirm Shift(s), a shift is created as ‘Entered’ or ‘Client Confirmed’ based on the member selection. When the shift is created with member(s), the status of the shift created will be ‘Client Confirmed’. The notification will be sent to the allocated member(s) along with the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

Add New Booking in Mobile View

To Add a New Booking in the mobile view:

Click the New Booking icon as shown in the figure below

In the New Booking, provide all the required details and click the green tick icon.

Edit Booking

The user will be able to edit or cancel the booking based on the Master Settings in the Booking for ‘Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking’. In case the toggle is set to ‘YES’, the user will be able to edit/cancel the booking.

In case the setting is set to ‘NO’ for the user:

The View and Cancel icons will appear against the shift in the Booking screen.
When the user clicks the View icon, the Edit Booking(s) pop-up appears in the view-only mode.

Note the following points:

Editable fields available in case ‘client is editing a shift with active member(s)’ → Booking Notes, Delivery Location, Qualification, Upload Document, Expertise, Sub-Expertise, Order Number, Authorised By, Reason for Shift edit, and Preferred Personnel.
Editable fields available in case ‘client is editing a shift without active member(s)’ → Delivery location, Qualification, Shift Date, Shift Type, Start Time / End Time, Applied Infection with Restriction (if any), Preferred Personnel, Authorisation, Reason, Expertise, Sub-Expertise, Order Number, Booking Notes, Upload Documents, Order By, Timesheet, Check-In/ Check-Out, Replacing Member and Reason.
Past shifts and the shift for which the end time has crossed the current time are not editable.

To edit the existing Booking:

Select the Day from the Calendar and click Edit Booking

The Booking Details to View, Add, Edit selected dates page opens as shown in the figure below. You can edit the required Booking by clicking the Edit icon

Alternatively, select the Day and scroll down the page and all the existing Bookings are displayed. You can edit the required Booking by clicking on the Edit icon

Edit all the required Booking details

Note that the Fatigue Management, Infection Control, and Client Compliance checks will be applicable and shown in the affected shifts.

Click Confirm Shift(s) and the message ‘Shift(s) updated successfully.’ appears 😊

Field Name	Description
Service Location	Shows the selected Service Location with the Shift Status of the shift booking. If the infection exists in the Service Location, it will appear in red with the infection icon. On tap of the infection icon, Applied Infection(s) pop-up appears that shows the infection details. Applied Infection: Shows the details of Applied Infection. Restriction Period: Shows the Restriction Period based on the Applied Infection field. Note that Applied Infection and Restriction Periods are visible only in case the infection is applied on the shift.
Timesheet	Shows the timesheet number and icon. On clicking the timesheet icon, the user will be able to preview and download the timesheet. In case the timesheet does not exist, an alert message appears ‘Timesheet does not exist. Please contact agency staff.’ This field is visible only in case when the Shift Status is ‘Timesheet Submitted’.
Check-In/Check-Out	Shows the member’s Check-In and Check-Out details (in read-only mode). This field is visible only in case the ‘Shift Check-In / Check-Out: Enable shift Check-In / Check-Out in Member App’ is set to ‘YES’.
Replacing Member and Reason	Shows the name of the removed Member with Reason. This field is visible only when the member is removed or pulled-out of the shift.
Shift Date	Edit the booking date. Note that the past date cannot be selected.
Preferred Personnel	In the Preferred Personnel: When the client edits the shift and removes the personnel, the personnel will be pulled out of the shift by clicking Save. In this case, Shift Log will be created against the shift in the Allocations of the Staff Portal. When the client allocates new personnel in the shift, the shift status will change to client confirmed on clicking Save and the member can accept the shift. The Shift Log is created against the shift in the Allocations of the Staff Portal. The notifications will be sent to staff and members in both scenarios i.e. pull-out personnel or allocate new personnel.
Show More Fields: To edit more field details for the Booking, click the expand icon.
Authorised By	Provide the name of the authorised person (i.e. professional name) associated with the client. If the professional is logged in, the professional name will be selected by default. You can also select the authorised person from the Authorisation pop-up by clicking on the plus icon.
Notes (Details of shift changes)	Provide the Notes with the reason to edit the shift.
Booking Notes	Edit the Booking Notes. You can add the Booking Notes for the ongoing shifts.
Upload Documents	To upload the shift documents: Click the Upload icon and the Shift(s) Document pop-up window opens. Click Choose File to upload the document(s). You can upload multiple documents. You can View, Download, or Delete the uploaded document(s).
Order Number	Shows the Order Number. You can edit the Order Number (if required).
Order By	Shows the name who has ordered the shift.
Confirm Shift(s)	When all the required details are edited in the existing Booking, click Confirm Shift(s), and the message ‘Shift(s) updated successfully’ appears. On clicking Confirm Shift(s): An email notification and push notification (in the member app) with shift changes will be sent to the member. An email notification with shift changes will be sent to the internal staff. A Shift log will be created against the shift in the Staff Portal. The notification will be sent to the allocated member(s) along with the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

Edit Booking in Mobile View

To edit the existing Booking in the mobile view:

Select the Day from the Calendar and click the Edit Booking icon as shown in the figure below

The Booking Details screen opens with all the available bookings for the day. You can edit the required Booking by clicking the Edit icon

Alternatively, select the Day and scroll down the page and all the existing Bookings are displayed. You can edit the required Booking by clicking on the Edit icon

Edit all the required Booking details and click the green tick icon

🔗 Click this link to view the detailed Client Portal document.

New Client Portal Transition Guide

The New Client Portal transition guide provides the details of the additions/modifications in the new Entire OnHire Client Portal application. Before proceeding to use the new Client Portal, please read the instruction carefully to navigate through the application successfully.

Things To Note

To run the Entire OnHire Client Portal application successfully, several important things must be understood, actioned, and implemented 😊 👏.

1. Online Permission in Client-Level Masters

In the Client Details page, all the Online Permissions (of the old client portal) are now available in the Client-Level Masters.

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 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.

2. Global Master Settings

In the Configure New Client Web App Settings, you can manage your global web app generic settings to pre-define the general configurations as per your preference.

You can manage and configure generic settings from Masters→ Client Master → Configure New Client Web App Settings. The generic master settings include:

Bookings
Client Permissions
Shift Check-In / Check-Out
Timesheets
Other
Configure Client Dashboard
Bookings Calendar Categories
Notifications

Important: Note that the client-level settings will override the defined settings in the global master settings.

3. Client Level Master Settings - Configure Client Interface

In Client Management, you can Configure Client Interface to apply the client-level settings.

You can set the Independent Preferences setting for Compliance Rules. The Independent Preferences setting is not accessible in the global master settings.

Important:- Note that when you apply client-level settings and the flags set to ‘YES’ will override the settings provided in the global master settings. The settings in Client Details → Online Permissions are now available in this Client Level Settings.

4. New Flags in New Client Portal

Please note the new flags available in the Client Portal application:

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 Booking.	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.
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.
Supervisor Sign Required: Supervisor sign is required during submission.	'YES’ flag indicates that the supervisor’s signature is mandatory for members during timesheet submission.

🔗 Click this link to view the detailed Client Portal Transition Guide.

Member App - Advance Shift Filter

The Advance Shift Filter feature in the Member App facilitates to narrow down the search of the specific Released Shifts required by the member by providing the appropriate filters with the matching conditions.

Members can view the Released Shifts with the default Shift Distance Range without adding filters to meet their travel requirements and by default, the Shift Distance Range is set as ‘Across the nation’. You can add multiple Filters, and each Filter can have multiple matching conditions 😌.

When the added Filters are applied, the Released Shifts screen shows the filtered shifts based on the selected filters. The Released Shifts screen shows the number of shift filters applied on the filter badge icon. The member can add/ edit/ remove the existing distance range/filters/conditions.

Detailed release notes of the Advance Shift Filter feature will be available soon, stay connected. ☺️.

Resolved Issues

We are constantly working to improve our Entire OnHire Application and have resolved the following issues for you 😊.

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.	RESOLVED
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’.	RESOLVED
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.	RESOLVED

Feedback

We have incorporated the new features, enhancements, and fixes to provide you with a delightful user experience 😌. We would love to hear back from you about your experience with our product or service. Please drop your suggestions and feedback at 📭 feedback@entiresoftware.com.

⬆️ Top - X9.2 Beta Release Notes - July 2023