RosterElf Product Update - August 2022
You've asked, and we have listened—a highly anticipated release that will have you doing more Magically Simple rostering and payroll.
You may have noticed recently that managing leave in RosterElf has improved. For Xero users, we have deeply improved the API between RosterElf and Xero to make the connection more powerful regarding employee leave management. For MYOB, Sage and other payroll formats, approved leave will soon be able to be exported for import as part of your weekly or fortnightly payroll process.
We've also significantly improved the 24-hour roster cycle for clients with shifts spread across more than one day.
In summary, there are eight areas we are focusing on in this update:
AVAILABLE NOW:
- Live feed of employee's leave balances from Xero. (Xero Customers)
- View leave conflicts when approving or declining leave applications. (All Customers)
- Additional leave categories and the ability for managers to update the type of leave during the approval process (All Customers)
- 24-hour roster cycle improvements
COMING SOON:
- Improved leave warnings during rostering. (All Customers)
- Improved leave warnings during the payroll process. (All Customers)
- Ability to send approved employee leave via API from RosterElf to Xero. (Xero Customers)
- Ability to export approved employee leave for import into payroll. (MYOB, Sage & CSV export Customers)
Available Now
Employee Leave Balances (Xero)
For RosterElf customers who use Xero for accounting and payroll, we now offer a live feed of leave balances to assist managers with reviewing leave applications.
When managers open a leave application to review the details on the dashboard, you will notice a new tab, "Xero Balance". This will display the current leave balances for the employee requesting the leave request.
Employee Leave - View Conflicts Live
When managers process leave requests, RosterElf will show you who else has already had leave approved that overlaps with the current request, allowing you to make the right decision for your staff and your business.
Employee Leave - New Categories
We've added more leave types for staff to choose from when they apply for leave. We've also allowed managers to update the leave type during the approval process when staff select the wrong kind of leave.
24-hour Roster Cycles
We've now expanded the timeframe for staff to clock in and out of shifts past midnight. Whether in hospitality, NDIS services, or any other overnight or 24-hour roster, your shifts are available to clock in and out for a minimum of 6 hours before and after their start and finish time. Allowing for more flexibility in how you can roster and manage your staff over your daily roster cycle.
Coming Soon
NOTE: Final designs may vary from the below.
Employee Leave - Improved Roster Warnings
We're improving the way we alert managers of leave when they are managing the weekly roster. Soon you will see a warning with a list of staff with leave during the rostering period.
Employee Leave - Improved Payroll Warnings
You will soon see a similar leave warning during Payroll to allow you to process leave hours taken during the payroll cycle to your payroll system.
Employee Leave - Export to Payroll
For customers using Sage, MYOB or CSV Export, your leave hours will be managed in RosterElf before you export your timesheets, and they will be recorded when you import them into your payroll software.
For Xero customers, when processing payroll, you will be able to manage leave hours in RosterElf, and they will push through during your normal payroll sync.
Until Next Month
We hope you like the updates and look forward to updating you next month with the next round of updates we have in the pipeline! There are plenty more exciting features coming that I know will be popular with customers.
