X9.2 Beta Release Notes - July 2023
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 Master Settings and Client Level Master Settings. This version covers 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 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 Level 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 Level Settings when you apply Client Level Master Settings .
Global Master Level 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 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 Level 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 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). |
| ‘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, and/or SMS Alert. Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters. |
| ‘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. |
| ‘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. |
| ‘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. |
| ‘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. |
| 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. |
| ‘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. |
| ‘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. |
| ‘Yes’ indicates that the client will be able to view the Details tab of the member. |
| ‘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. |
| ‘Yes’ indicates that the client will be able to view the Contact Details tab of the member. |
| ‘Yes’ indicates that the client will be able to view the Skills tab of the member. |
| ‘Yes’ indicates that the client will be able to view the Right to Work Details and Visa Documents (if any) of the member. |
| ‘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 level 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.
|
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 level 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 the 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 level 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 the 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 level 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 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.
|
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:
|
Copyright © 2023 Entire OnHire