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9.36 Release Notes


Fall 2018

Enhancement Release Guide

 

Avanti Version 9.36

 

Copyright © 2018 Avanti Software Inc.

 


 

Copyright Notice 

Copyright © 1991-2018 Avanti Software Inc. All rights reserved worldwide. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into human or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the express written permission of Avanti Software Inc., Suite 100, 200 Quarry Park Boulevard, Calgary, Alberta, T2C 5E3, Canada.

Disclaimer 

Avanti Software Inc. makes no representations or warranties with respect to the contents hereof and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose. Furthermore, Avanti Software Inc. reserves the right to revise this publication and to make changes from time to time in the contents hereof without obligation of Avanti Software Inc. to notify any person or organization of such revision or changes.

Trademarks

Avanti is a registered trademark of Avanti Software Inc.

 

Document Release

RELEASE: 936-1018


 

Table of Contents       

WHAT IS INCLUDED IN THIS RELEASE? 5

Additional Menu Items. 6

Adding New Menu items into the Avanti Menu.. 8

Update Menu Items on Avanti Menu.. 9

Re-Arranging the Menu Items. 10

Add New Employee Profile Menu Items. 11

Add New Web Service Menu Items. 12

Update Menu Items on Web Menu.. 13

System Modifications. 14

Time Entry Documents – Display Documents. 14

System Administration.. 15

Email Settings. 15

Report Designer. 16

Report Definition – New Report Sources. 16

Print reports – Display Active Pay Group and Location.. 17

Canadian Payroll. 18

New Formula Variable – Current Date. 18

French Description on Document Type. 19

Update Files on Employee Documents and Company Documents. 20

Adjust Rate Grid.. 21

Employee Work Group Filter added to Employee Profile. 22

Employee Document Reviews on Employee Profile – Print. 23

Receiver General & Quebec Remitter Balance Report. 24

Applicant Management. 25

Applicant Profile Print. 25

Report Definitions – New Applicant Management Report Sources. 26

Career Connector. 27

Preferred name added to Career connector. 27

Job Offers. 28

Human Resources. 31

Disciplinary History – Creation & Viewed information.. 31

Grievance History Enhancements. 32

Time & Attendance. 33

Include Schedule Entries in pending leave. 33

Override Earning code on Overtime Rules. 34

Availability - Units and Unit of Measure. 35

Assigned by and Date Added to Requirements Schedule. 36

Maintain Punches. 37

Time Clocks. 38

Employee Enrollments & Assign Enrollments. 38

Assign Enrollments – Ignore Punches Prior To.. 39

Assign Enrollments – Select Action.. 40

Web Services. 41

Onboarding.. 41

Employee Information on ASSP. 42

Security Questions – show answer. 43

Document Review... 44

Document Review – Time Before Signoff 44

Document Review – Signature Required. 46

Document Review – Viewed Date. 47

Document Review – Document Hashes. 48

Document Review – Sign Off Certificate. 49

Maintain Punches. 50

Web Punch – Location.. 51

Time Entry Calendar View... 53

TIme Entry Approval Filters - Show inactive locations. 54

Page Layout Options added to Reports and Employee Reports. 55

Applicant Management. 56

Change Statement Password.. 57

Logging Added to Global and Company Web Settings. 58

 


 

WHAT IS INCLUDED IN THIS RELEASE?

9.36 Avanti Enhancement Release Guide

  • Includes details of the enhancements that are contained in this release.

Downloadable Avanti software release Version 9.36

  • Includes complete software installation. Please note that this release supersedes any previous updates/releases.

Installing the Update – Applicable for On-Premise Clients

Instructions to install the release are available on the Knowledge Base. Additionally, these instructions can be accessed by selecting ‘Installation Instructions’ once the update has been downloaded on the Avanti Update Service.

Avanti Enhancement Ideas

Included in this release are some client enhancement suggestions. Thank you to everyone who contributed ideas for changes to the Avanti software.

Any of the enhancements in this release document that were added as a result of your suggestions will be identified with this icon.

Do you have an idea that could improve Avanti? Avanti now has a link located on the Knowledge Base. To submit an enhancement, click the link and fill out the form.

We appreciate your input on how we can improve the Avanti experience for everyone involved.


 

Additional Menu Items

Display Update Menu provides the ability to identify menu items that have been released. Menu items can be updated or added by selecting Display Update Menu in System Administration >> System Menu >> System Menu.


When ‘Display Update Menu’ is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

The Avanti Menu column displays all the menu items currently in your system. The Update Menu column displays the standard Avanti menu items. These menu items are colour coded for easy comparison of the menu items. Items that appear in Red in the Update Menu are items that are available but are not in the Avanti Menu.

Avanti Menus Colour Coding Legend:

  • Blue – The menu item is the same in the Avanti Menu and Update Menu. No changes are required.
  • Green – The menu item does not exist in the Update Menu. This menu item currently exists in the Avanti menu only. It may be a custom program or a manually added program. This is for informational purposes only.
  • Yellow – This menu item can be found in the Avanti Menu and Update Menu, but there is a discrepancy between the menu items. To identify the difference, right-click on the menu item and select view.
  • Red – The menu item does not exist in the Avanti menu. This item currently exists in the Update Menu only. It may be a menu item that was made available in a Release that was added to the Avanti Menu.

 

Adding New Menu items into the Avanti Menu

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select ‘Add New in Avanti Menu’. For a menu item to be inserted into the Avanti Menu, it must only appear on the Update Menu. Menu items that only appear on the Update Menu will appear in red.

The following menu items have been added in 9.36:

  • Email Settings
  • Receiver General Balance Report
  • Quebec Remitter Balance Report

 

The following menu items will be available for clients with Web Services:  

  • Onboarding Employee Profile
  • Onboarding Employee Listing
  • Maintain Onboarding Steps

The following menu items will be available for clients with Time & Attendance:  

  • Maintain Punches

The following Menu Items can be deleted, if they have not already been removed, as Service Canada has retired CSB:

  • CSB Deposit Parameter
  • CSB Deposit Processing

For more information on Email Settings, please refer to Email Settings. For more information on Receiver General Balance Report and Quebec Remitter Balance Report, please refer to Receiver General & Quebec Remitter Balance Report.

For more information on the Onboarding Employee Profile, Onboarding Employee Listing and Maintain Onboarding Steps, please refer to Onboarding.

For more information on Maintain Punches, please refer to Maintain Punches.


Update Menu Items on Avanti Menu

To update one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select ‘Merge Avanti Menu Item’. Menu items that can be merged will be displayed in yellow.

The following menu items have been updated with Report Parameters:

  • User Defined Variables

The following menu items have been updated with Report Parameters for clients with Web Services:

  • Employee Document Review Setup
  • Company Document Review Setup

Re-Arranging the Menu Items

Once the menu item has been added, it can be moved to a different location using the navigation panel available in System Administration >> System Menu >> System Menu.

Please Note: The navigation panel is disabled when Display Update Menu is selected. If Display Update Menu has been selected, please select Hide Update Menu.

 

 

  This button moves highlighted menu item up in the menu.

 

  This button moves highlighted menu item down in the menu.

 

  This button moves highlighted menu item to the left in the menu.

 

  This button moves highlighted menu item to the right in the menu.


 

Add New Employee Profile Menu Items

Display Update Menu provides the ability to compare the menu items setup to the standard menu items provided by Avanti. Menu items can be updated or added to the Employee Profile Menu. To access this functionality, select Display Update Menu in System Administration >> System Menu >> Employee Profile Menu. When Display Update Menu is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select Add New in Avanti Menu. For a menu item to be inserted into the Avanti Menu, it must only appear in Update Menu. Menu items that only appear on the Update Menu will appear in red.

The following menu items have been added in 9.36:

  • Onboarding

For more information on the Onboarding, please refer to Onboarding.


 

Add New Web Service Menu Items

Display Update Menu provides the ability to compare the menu items setup to the standard menu items provided by Avanti. Menu items can be updated or added to the Web Menu. To access this functionality, select Display Update Menu in System Administration >> System Menu >> Web Menu. When Display Update Menu is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select Add New in Avanti Menu. For a menu item to be inserted into the Avanti Menu, it must only appear in Update Menu. Menu items that only appear on the Update Menu will appear in red.

The following Web Services menu items have been added in 9.36:

  • Maintain Punches
  • Hire Applicant Request
  • Applicant Management
  • Change Statement Password

For more information on Maintain Punches, please refer to Maintain Punches.

For more information on the Hire Applicant Request, please refer to Onboarding.

For more information on Applicant Management, please refer to Applicant Management.

Change Statement Password will allow the user to update their statement password on the Settings page beneath Change Password. Once this functionality is added to Settings, the pre-existing menu item ‘Statement Password Change’ can be deleted, as this functionality will now be on the Settings page.

For more information on Change Statement Password, please refer to Section Change Statement Password.

Update Menu Items on Web Menu

To update one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select ‘Merge Avanti Menu Item’. Menu items that can be merged will be displayed in yellow.

The following Web Services menu items have been updated in 9.36:

  • Web Punches

Web Punches have been updated with a new user interface and the ability to use location services. To access the new interface, the Web Punch menu item will need to be updated by selecting ‘Web Punch’ on the Update Menu, right-click and select ‘Merge Avanti Menu Item’. For more information on the new functionality, please refer to Web Punch – Location.  


System Modifications

Time Entry Documents – Display Documents

Benefits:  Determine at a glance if the time entry has documents attached.

An indicator has been added to the Documents button in Time Entry that will display the number of documents attached to the entry. If there are documents attached to an entry, the number of documents will be displayed in brackets on the button.

This has been added to the following:

  • Availability
  • Schedules
  • Time Cards
  • Time Data
  • Payroll Data Entry
  • Attendance Calendar

If the entry has a document attached, the Documents button will appear similar to the following:

Please note, the Documents button will only be displayed if ‘Allow time entry documents’ is selected on the Time Data Entry tab in Payroll Parameters.  


System Administration

Only applicable for clients with Email Pay Statements. Clients who do not have Email Pay Statements can skip to Report Designer.

Email Settings

Benefits:  Enhanced email compatibility and security for more flexibility in email providers.

Maintain Email Settings defines the email setup which will be used whenever emails are sent from within the Avanti Application.

The Email Setting previously used will to populate these fields.


 

Report Designer

Report Definition – New Report Sources

Benefits: There are new report sources to assist with report designing.

Clients with Work Flows:

Onboarding >> Start Date

Onboarding >> Completed

Clients with Human Resources

Grievance History >> Grievance ID

Grievance History >> Action Plan

Clients with Time & Attendance

Time Cards >> Edits >> Edit Type

Time Cards >> Edits >> Edit By

Time Cards >> Edits >> Edit Date

Time Cards >> Edits >> Edit Comment

Time Data >> Amount

Punch Data >> Punch ID

Punch Data >> Clock ID

Punch Data >> Employee

Punch Data >> PIN

Punch Data >> Punch Date and Time

Punch Data >> Event Type

Punch Data >> Processed

Punch Data >> Processed By

Punch Data >> Processed Date and Time

Punch Data >> Latitude

Punch Data >> Longitude

Punch Data >> Location

 

Print reports – Display Active Pay Group and Location

An ‘Only Active’ option is now available for the Pay Group Selection and Location Selection when Print is selected for Report Designer Reports.

To access this, right-click on the Pay Group Selection or Location Selection grid and select ‘Only Active’. Only the active Pay Groups or Locations will be available for selection.

Please note: If ‘All’ is selected for Pay Group or Location Selection, the report will contain the information regardless of whether the code is active or inactive.


Canadian Payroll

New Formula Variable – Current Date

Benefits:  Current Date can now be used in earning code, deduction/benefit code and benefit formulas.

This variable (M38) will return the current date.

This variable can be used in the following formulas:

  • Defined on the Formulas tab in Canadian Payroll >> Employer Payroll Tables >> Earning Codes.
  • Defined on the Formulas tab in Canadian Payroll >> Employer Payroll Tables >> Deduction/Benefit Codes.
  • Defined on the Rate Formula, Coverage Formula, Prem Formula and Elig Formula tab in Benefits Administration >> Installation & Maintenance >> Benefit Codes.

French Description on Document Type

Only applicable for clients with French. Clients who do not have French can skip to Update Files on Employee Documents and Company Documents.

 

 

Benefits: French descriptions are now available on Document Types, which will be used when Avanti and the Avanti Self-Service Portal are accessed in French.

French Description has been added to Document Type.

Documents Types between 1-99 are system defined document types and have been updated with a French Description which cannot be modified.

Document Types that are greater than 99 are company defined document types and the French Description will be blank. The French Description can be updated.

Please review the document types to determine whether the French Description should be updated in System Administration >> System Access Controls >> Document Types.


Update Files on Employee Documents and Company Documents

Benefits:  Company and Employee Documents can now have new files attached, making them easier to maintain.   

Document files can now be easily updated in Employee and Company Documents. If the user has access to update the file, a  will be available. Selecting this will allow the user to browse and select a new file. 

Before a Company or Employee Document can be modified, access to modify the file must be set in subfunction access controls using Py.Documents-AllowReplace. To add, select insert in System Administration >> System Access Controls >> Subfunction Access Controls then select . Access will be restricted using the Modify Responsibility and User Group selection.

Employee Documents can be modified from either Employee Profile >> Documents or Employee Profile >> Documents and Reviews >> Employee Documents.

Company Documents can be modified from Canadian Payroll >> Installation & Maintenance >> Company Documents or Human Resources >> Installation & Maintenance >> Company Documents.

Previously, only Microsoft Office documents could be updated. Now all documents can be updated.  

Adjust Rate Grid

Benefits: Multiple Adjustments with the same effective date can be applied to a Rate Grid.

A 2nd adjustment factor has been added to Adjust Rate Grid, which provides the ability to use two factors to determine the increased rate.

For example: to increase the wage for Forklift Operators by 4.25%, and then add 50 cents an hour, the following should be entered when Adjust Rate in Rate Grids is selected:

Previously, rate grids could only be increased by a single adjustment factor.


Employee Work Group Filter added to Employee Profile

A new filter has been added which provides the ability to filter employees displayed in the employee dropdown by work group.

To access the Employee Work Group Filter, select the . A filter definition will be displayed. Select the Employee WorkGroup tab and select insert to create the filter. Only Employees that match the filter criteria entered will be displayed in the employee dropdown.


Employee Document Reviews on Employee Profile – Print

Only applicable for clients with Web Services. Clients who do not have Web Services can skip to Applicant Management.

Benefits:  Provides the ability to print or save Employee Document review information, including which employees haven’t completed the review and employee responses. 

Users now have the ability to print document review information from Employee Documents on the Employee Profile. To access, select  on the Employee Documents tab of the Employee Profile.

Once selected, the following options will be available to restrict the employees and reviews included in the report:

  • Include Documents Not Set Up For Review
  • Include Reviewed Documents
  • Include Not Reviewed Documents
  • Include Inactive Reviews
  • Include Expired Review

When printed, the report will appear similar to the following:


 

Receiver General & Quebec Remitter Balance Report

Benefit:  Provides the ability to view the amounts outstanding for Receiver General and Quebec Remitter

In addition to the amounts, the following information will be displayed:


 

Receiver General 

  • Gross Payroll
  • Employee Count
  • CPP
  • EI
  • Tax
  • Payments
  • Control Amount

 

Quebec Remittance

  • Gross Payroll
  • QPP
  • QPIP
  • Health
  • Tax
  • CSST
  • Payments
  • Control Amount

Two new reports are now available which have the ability to print information relevant to the remittances and the outstanding balances. Voucher Information can be included, if desired.

To print the report, a remittance must have the selected year in Vendor Remittance Setup with the type of ‘Receiver General Remitter’ and ‘Quebec Receiver Remitter’, respectively.

The Receiver General Balance Report will appear similar to the following when printed.

 

The Quebec Remitter Balance Report will appear similar to the following when printed.

Please note: due to the large amount of information contained in these reports, the paper size may need to be adjusted to display all information if Print Preview is selected and when printing a physical copy.


Applicant Management

Only applicable for clients with Applicant Management. Clients who do not have Applicant Management can skip to Human Resources.

Applicant Profile Print

Additional information can now be printed from the Applicant Profile:

  • Text Values
  • Deduction Values
  • Documents

When printed, the Applicant Listing will appear similar to the following:


Report Definitions – New Applicant Management Report Sources

Benefits: There is a new report source to assist with reporting designs in Applicant Management.

Requisitions >> Requisition Comments 2

Requisitions >> Requisition Comments 3

Requisitions >> Requisition Comments 4

Requisitions >> Requisition Comments 5

Requisitions >> Requisition Comments 6

Requisitions >> Requisition Comments 7

Requisitions >> Requisition Comments Fr 2

Requisitions >> Requisition Comments Fr 3

Requisitions >> Requisition Comments Fr 4

Requisitions >> Requisition Comments Fr 5

Requisitions >> Requisition Comments Fr 6

Requisitions >> Requisition Comments Fr 7

Requisitions >> Cost >> Date

Requisitions >> Cost >> Source

Requisitions >> Cost >> Source Description

Requisitions >> Cost >> Category

Requisitions >> Cost >> Category Description

Requisitions >> Cost >> Amount

Requisitions >> Cost >> Description


 

Career Connector

Only applicable for clients with Career Connector. Clients who do not have Career Connector can skip to Human Resources.

Preferred name added to Career connector

Benefits:  Applicants can now enter the name they preferred to be called in addition to their name when applying for a position using Career Connector.

Preferred name is now available on Career Connector when Registering, Applying and on the Career Connector Profile.


Job Offers

Benefits:  Job Offers can now be sent to Applicants via the Career Connector.

Avanti now has the ability to create Job Offers and send them to Applicants with Career Connector Profiles.

An option has been added to Event Types which provides the ability to attach a Job Offer to an Event.

On ASSP, offers can be added on the Job Offers tab of Manage Requisitions or from the Events Tab of Manage Requisitions and Manage Applicants, if Recruitment.ShowJobOffersSectionOnRequisition is selected.

Job Offers can be updated from the Job Requisition or Events on the Applicant Profile.

.

The ‘Allow Applicants to View Job Offers’ setting will be available on the General Settings section of the Career Connector Settings. To display Job Offers, select ‘Allow Applicants to View Job Offers’ and save.

Pending Job Offers will be displayed at the top of the screen and on the Job Offers tab of the User Profile once ‘Synchronize with Career Connector’ is run.

Up to three pending Job Offers will be displayed at the top of the screen when the applicant logs into Career Connector. If the applicant has more than three pending Job Offers, a message displaying the number of pending Job Offers will be displayed. Additionally, the number of pending offers will be displayed at the top beside the applicant’s Career Connector User. Selecting the link at the top of the screen will display the Job Offers tab from the Career Connector Profile and open the pending Job Offer.

Pending Job Offers links are colour coded for clarity:

  • If a Job Offer is green, it will expire in more than five days.
  • If a Job Offer is yellow, it will expire in less than five days.
  • If a Job Offer is red, it is expired.

If a Job Offer for the applicant has expired, a message will be displayed at the top of the screen when the applicant logs into Career Connector. If the applicant has more than three expired Job Offers, a message displaying the number of expired Job Offers will be displayed. Selecting the link at the top of the screen will display the Job Offers tab from the Career Connector Profile and open the expired Job Offer.


Human Resources

Only applicable for clients with Human Resources. Clients who do not have Human Resources can skip to Time & Attendance.

Disciplinary History – Creation & Viewed information

Benefits:  Entry creation and viewed information is now available in Disciplinary History.

Additional fields have been added which display when the entry was created and the user name of the person who inserted the entry. Additionally, the date the employee first viewed the discipline entry on the Avanti Self-Service Portal will also be displayed.

The following fields will now be displayed when an availability or schedule entry is being modified or viewed:

  • Created
  • Created On
  • Viewed

Please note: this information will be available for entries created and viewed after 9.36 is installed.


Grievance History Enhancements

A unique identifier was added to Grievance History, allowing easier identification of grievances.

Additionally, a Status Selection has been added to the Grievance History Print, which provides the ability to select the Grievance Status Code(s) that should be included in the report. Only Grievances with the selected status(es) will be included in the report.  


 

Time & Attendance

Only applicable for clients with Time and Attendance. Clients who do not have Time & Attendance can skip to Web Services.

Include Schedule Entries in pending leave

‘Include Schedule Entries in Pending Leave’ has been added to the Options tab in Time & Attendance Parameters.

If selected, scheduled leave entries will be included when entitlement validation is done throughout Avanti and the Avanti Self-Service Portal. Additionally, these entries will be included when entitlements are displayed on the Employee Profile and when reports including entitlements are printed from Report Designer.


Override Earning code on Overtime Rules

Benefits: Overtime entries can now be generated with different earning codes based on the earning code on the entry that generated the overtime.  

An Earning Override tab is now available when one of the Details is selected for the overtime rule, which provides the ability to have different earning codes based on the earning code that created the entry.

Eligible Earning Code is the code on the entry that will create the overtime. The overtime entry will be created with the code specified on Earning Code. 

If an ‘OT Option Description’ has been added to the Options tab of Time & Attendance Parameters, an additional field will be available. If overtime is generated for an earning with the Eligible Earning Code and the OT Option is selected on the Overrides tab of the Time Card, the overtime entry will generate an entry with this earning code. In the example below, the label is ‘Banked OT’.

 

If the Eligible Earning Code is not specified on the Earning Override tab, the overtime entry will be generated with the Earning Code selected on the Details tab.

 


Availability - Units and Unit of Measure

Availability now has the ability to insert units for Availability entries.

If the Availability Type selected for the entry has a Pay Code with an Entry Type of ‘Units and Unit Code’, units can be entered for the Availability Entry.

If the Availability Type selected for the entry has a Pay Code with an Entry Type of ‘From and To Times’ or there is no pay code attached to the Availability Type, availability entries will continue to use From and To Times.

The unit codes can be selected from the following options:

  • Hours
  • Days
  • Units

If Availability Entries are being added on the Avanti Self-Service Portal, the field will need to be added to the template in Time Entry Templates and the Time Entry Approval Templates.


Assigned by and Date Added to Requirements Schedule

Benefits:  Discover who assigned a requirement schedule and when the requirement was assigned to the employee.

Assigned By and Assigned Date have been added to requirements schedule. Once the requirement has been assigned, these fields will populate with the Avanti User Name of the person that assigned the schedule and the date the schedule was assigned.


 

Maintain Punches

Benefits:  Managers can view, insert, modify or delete Employee Punches.

Maintain Punches provides the ability to access employee punches. These punches could have originated from a clock, web punch, PC punch or manually inserted.

If punches exist with a location, a location column will be displayed in Maintain Punches and a View Location button will be available. When the View Location button is selected, a web browser will open and display the location associated with the punch.

To access the Maintain Punches, add the menu item to the Menu. For more information, please refer to Additional Menu Items. The Time and Attendance Module is required to access this function. Only users that have a User Type of Regular or Manager have access.


Time Clocks

Only applicable for clients with Time and Attendance. Clients who do not have Time & Attendance can skip to Web Services.

 

Employee Enrollments & Assign Enrollments

Only applicable for clients with ZK or Hand Punch Clocks. Clients who do not have ZK or Hand Punch Clocks can skip to Web Services.

Benefits:  A visual representation which provides the ability to easily view the enrollment values for Face, Finger, Password, and Card.

Employee Enrollments & Assign Enrollments now displays the enrollment values for each employee for each clock.

A  will be displayed for any enrollment value the employee has. If the employee does not have an enrollment value, an  will be displayed.

For example, employee 51 has a Finger and Password for the Warehouse Clock, but no Face or Card enrollment values.

Please note: Clients who only have HP Clocks will only see the enrollment values for Hands. Clients who only have ZK Clocks will see enrollments for Faces, Fingers, Passwords and Cards.

 


 

Assign Enrollments – Ignore Punches Prior To

Only applicable for clients with ZK or Hand Punch Clocks. Clients who do not have ZK or Hand Punch Clocks can skip to Web Services.

 

‘Ignore punches prior to’ and ‘Update All Punches’ provides the ability to determine what will happen with the punches of an unassigned enrollment.

For example, you discover that two employees were setup with an incorrect PIN and their punches are not on their time cards:

  • The time cards for the first employee have not been adjusted by their manager. After selecting the correct PIN for the employee, selecting ‘Update All Punches’ will allow all the employee’s punches to flow into Time Cards, allowing the time cards to be regenerated with the punches.
  • The manager for the second employee has made the appropriate adjustments to the time card and approved them. After selecting the correct PIN for the employee, deselect ‘Update All Punches’ and enter the date and time of the most recent adjusted time card. This will prevent additional time cards from being generated for this time.

Assign Enrollments – Select Action

Only applicable for clients with ZK or Hand Punch Clocks. Clients who do not have ZK or Hand Punch Clocks can skip to Web Services.

‘Select Action’ provides the ability to determine what will happen to the Face, Finger, Password and Card values on the unassigned enrollment if there is an existing enrollment for the employee.

Keep existing enrollments – If selected, the current enrollment values will be retained and the enrollment values on the unassigned enrollment will be deleted.

Merge with existing enrollment – If selected, the existing enrollment values will remain. If there are missing values for the existing enrollment, the unassigned enrollment values will be used.

Replace existing enrollments – If selected, the unassigned enrollment values will replace the existing enrollment values.

The enrollment values that may be updated are:

  • Face
  • Finger
  • Password
  • Card


Web Services

Only applicable for clients with Web Services.

Onboarding

Benefits: Streamlines the new hire process and eliminates manual paperwork. 

Onboarding will assist new hires transitioning to their new position within the organization. Through Onboarding, users can view a welcome message, review relevant documents and enter the pertinent information that will populate the Employee Profile.

The Onboarding process can be tailored to your organization’s requirements. The welcome letter can have a customized message with formatting. The Onboarding steps can be displayed or removed to reflect your organization’s requirements.

Onboarding can be initiated for applicants from Applicant Management or for employees from the Employee Profile.

To initialize onboarding for Applicants in Applicant Management, the following modules are required in addition to Web Services:

  • Workflows
  • Avanti Self-Service Portal
  • Applicant Management

For more information on Onboarding, please refer to Appendix G in the Web Services Reference Manual.


Employee Information on ASSP

Benefits:  Employee Information provides the ability to view specific information about an employee without having to navigate to another page. From here, users may view personal information, employment data, schedule information and qualifications.

When true is selected for EmployeeInfoSettings.ButtonVisible, a button similar to the following will be displayed on selected pages throughout the Avanti Self-Service Portal. By default, this will not be enabled.

When  is selected, a screen similar to the following will be displayed. Up to four tabs can be displayed:

  • Personal Info
  • Employment Data
  • Schedule
  • Qualifications

For more information on Employee Information, please refer to Appendix F in the Web Services Reference Manual.


Security Questions – show answer

Security Questions will now display a  for each character typed while inputting the answer. Additionally, a ‘Show Answers’ option is now available, which will display the answer

If ‘Show Answer’ is selected, the answer will be displayed.


Document Review

The following have been added to Document Review:

  • Time Before Signoff
  • Require Signature
  • Viewed Date added to Employee Profile
  • Document Hashes added to Employee Profile
  • Signoff Certificate

Document Review – Time Before Signoff

Benefits: Delays when the employee can select Submit for a document review.

Time Before Signoff has been added to document review setup. This provides the ability to specify the delay between when the employee first views the document in document review and when Submit can be selected.

A count down will display the amount of time before Submit can be selected. 


To enable this feature, enter the ‘Time before signoff’ in Company Document Review Setup or Employee Document Review Setup.


Document Review – Signature Required

A signature box is now available in document review which provides the ability for employees to use either a touch device or a mouse to include their signature on a document review.

To enable this feature, select Require Signature in Company Document Review Setup or Employee Document Review Setup. A Signature Message and French Signature message can be specified. These messages will be displayed above the signature box.


Document Review – Viewed Date

A Viewed Date is now available in Document Review. When the employee first views the document in Document Review on ASSP, the Viewed Date will be populated with the current date and time.

This will only be updated when an employee views a document after 9.36. Documents viewed previously will not have a record of the viewed date.


Document Review – Document Hashes

Benefits:  Ensure the document reviewed is the same as the current document.

As Avanti now has the ability to update documents, a ‘Document Hash Matches’ field has been added to Employee and Company Document Reviews. This will display whether the document reviewed has the same hash as the document currently in Avanti, confirming that employees have reviewed the current document. 

Additionally, Copy Document Hashes can be selected so you can paste the hashes into a document for comparison.

A document hash is a unique identifier for the document that is generated based on file size and the contents of the document.

Document hashes will only be available for documents reviewed after 9.36 is installed. Documents reviewed prior to 9.36 will not have a document hash.


Document Review – Sign Off Certificate

A Sign Off Certification can now be created once an employee completes a document review. The Sign Off Certificate contains the following information:


Sign Off Information 

  • IP information
  • Employee Response
  • Employee Comments
  • Date Viewed
  • Date Signed

Employee Information 

  • User Name
  • Employee Name
  • Employee Number

 

Document Information 

  • File Name
  • Document Pages
  • Document Hash

The Sign Off Certificate can be created and saved to the network. It will appear similar to the following:

To create the Sign Off Certificate, select ‘Sign Off Certificate in Employee Profile >> Documents and Reviews >> Employee Documents or Company Documents.


Maintain Punches

Benefits:  Employee Punches can be viewed, inserted, modified or deleted on the Avanti Self-Service Portal.

Maintain Punches provides the ability to access employee punches. These punches could have originated from a clock, web punch, PC punch or manually inserted.

The Time and Attendance Module is required to access this function. Only users that have a User Type of Regular or Manager will have access.

To access the Maintain Punches, add the menu item to the Web Menu. For more information, please refer to Add New Web Service Menu Items. For more information on Maintain Punches, please refer to the Web Time Reference Manual.


Web Punch – Location

Benefits: Location Services can now be used to determine an employee’s location when they punch on ASSP.  

Web Punch on the Avanti Self-Service Portal has a new user interface which has the ability to use the location services to determine the location of the employee when they punched. By default, location services will be disabled when an employee punches on Web Punch.

Web Punch will appear similar to the following:

To access this functionality on Web Punches, the Web Menu must be updated. For more information, please refer to Add New Web Service Menu Items.

Web Punch location can be enabled by selecting WebPunchSettings.EnableLocationServices. To require a location on punch, select WebPunchSettings.RequireLocationServices. These can be updated in Company Settings on the Administration page in ASSP.

If punches exist with a location, a location column will be displayed in Maintain Punches on the Avanti Self-Service Portal. The location is display only and cannot be modified. If the location is selected, a map with the location will be displayed.


Please note: the location accuracy will vary based on the information provided to ASSP from the device it is running from.

Location Requirements

Web ServerA secure connection certificate for the Avanti Self-Service Portal is required.
Web Browser 
Access to the locations must be granted for the browser that is used to log into ASSP.


Time Entry Calendar View

An additional option has been added to Time Entry Templates that will prevent overnight entries from displaying on two days when the View Type is Calendar.

‘Do Not Span Entries That Go Over Midnight’ has been added to the Template tab of the Time Entry Templates when Calendar is selected for Type on the View tab.


TIme Entry Approval Filters - Show inactive locations

Benefits: Inactive locations can now quickly be removed from the filter selection in Time Entry Approval Filters.

An ‘Include inactive Locations’ selection has been added to Employee and Cell Filters in Time Entry Approval. This is now available for selection in the following:


 

Employee Filters

  • Availability Approval
  • Schedule Approval
  • Time Card Approval
  • Time Data Approval
  • Attendance Calendar Approval

 

 

Cell Filters

  • Schedule Approval
  • Time Card Approval
  • Attendance Calendar Approval


Page Layout Options added to Reports and Employee Reports

A Page Layout tab has been added to Reports and Employee Reports which provides the ability to specify the header and footer of the report. Additionally, the margins, orientation and Paper Size can be specified if PDF is selected for Format.


Applicant Management

Benefits:  Managers and Regular users will be able to view Job Requisitions and Applicants from the web.

Applicant Management is now available on ASSP. There are two tabs, Manage Requisitions and Manage Applicants.

The Manage Requisitions tab provides the ability to view the basic information about the requisitions. Additionally, the applicants that applied for the requisition and the documents the applicants attached when applying for the requisition are displayed.

The Manage Applicants tab provides the ability to access the people who have applied. The personal information, preferences and qualifications for applicants can be viewed. The events and documents for applicants can be inserted and modified.

To access the Applicant Management, add the menu item to the Web Menu. For more information, please refer to Add New Web Service Menu Items.


Change Statement Password

Benefits: Employee passwords can now be updated from one page on the Avanti Self-Service Portal.

Change Statement Password has been added to Settings on the Avanti Self-Service Portal. The statement password can be used to password protect the Tax Slip Images.

Previously, the statement password could only be accessed from its own page, ‘Statement Password Change’.

For more information on adding this to the Settings, please refer to Add New Web Service Menu Items.


Logging Added to Global and Company Web Settings

Changes to Global and Company Web Settings will now be logged and can be included in the Change Log Listing Report when Company System Administration is selected for System 

D
Derek is the author of this solution article.

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