Work Board

Work Board

With the new release Zenople introduces a new navigation in Timesheet Management System (TMS) titled the Work Board.

Work Board is a new way to navigate and access transaction details, which operates both as a Timesheet and a Daily Roster.

The Workboard Navigation includes the following features

• Primary Grid View
• Split View
• Directory Filters
• Filter Chips
• Quick Filters
• Quick Actions
• Favorite Actions

Primary Grid View

The Primary Grid View in the Work Board is the main directory of the Work Board. It consists of columns such as Organization, Department, Person, Status, Transaction Code, Clock In, Break Out, Break In, Clock Out, Pay Unit, Bill Unit and more. While being the main host for the actions in Work Board such as enabling Split View, navigating through eye-view, Timesheet attachment and more.

The Timesheet Batch is an important column in the directory. Transactions are tagged to a common batch of the Root Customer once any action such as time entries are performed in the Transaction.

Note: The OT split is also carried as required. If the OT Plan has weekly limits, the OT split is handled correctly. Users might need to view the Timesheet summary in the split view or locate the Transaction at other days to get the entire OT Split details in the Work Board.

Directory Filters

The Workboard comprises of the following Directory filters:

Filter Chips

When filters are applied, Chips are automatically shown showing the Filters that have been done in the Work Board. These chips are crossable, and when crossed the applied filters will also reset back to default.

Quick Filters

Quick Filters are easily available at the top of the Work Board directory. These filters include the following:

Quick Actions

Quick Actions are easily available actions on the Top of the Work Board navigation, The actions included in Quick Actions are as follows:

• Disable Pay Unit Equals Bill Units
• Filter: Enable or Disable Column filters.
• Column Options: Drag and Drop the ordering of the column, also select or unselect if columns are to be displayed or not.

Split Grid View

The Split Grid View helps to access details of the selected Transactions. Users can click on the Split Icon in the Primary Grid to access the Split View. The Split View consists of the following tabs:

• Transaction Detail: This tab is separated into two halves, one half describes the Daily Transaction Details showing the Transaction Code, Pay Unit, Bill Unit, Bill Rate, Break Hours, Item Pay and Item Bill for the selected day’s transaction. Likewise, the Transaction Summary shows the Weekly Summary of the selected Transaction.
• Snapshot: The Snapshot tab displays an overview of the Transactions details. This displays the Person, Organization, Department, Office, Job, Shift, and other summarized view of the selected Transaction.
• Finance: The Finance tab displays a Detailed overview of the finances involved with the Transaction. It displays the Total Bill, Sales, Adjustment, GP Adjustment Bill, Rebate, Sales Tax, Discount, Charge, Total Pay, Gross, Reimbursement, Deduction, GP Adjustment Pay, WC Wage, WC Cost, Employer Tax, Contribution, Burden, Payroll Cost, Gross Profit, GP Adjustment Cost, Credit Card Fee, RT Bill, OT Bill, DT Bill, Salary Bill, Hot Bill, PTO Bill, Other Bill amounts.
• Summary: The Summary tab displays a detailed view of RT Bill Hours, OT Bill Hours, DT Bill Hours, Holiday Bill Hours, PTO Bill Hours, Other Bill Hours, Total Bill Hours, and others.
• Exception: The Exceptions tab list down all the Warning and Severe exceptions associated with the selected Transaction to view.
• User Role: The User Role tab lists down all the associated User Roles with the transaction.
• Transaction Link: The Transaction Link tab explains information such as Person, Organization, Job Title, Employee Type, Worksite Source List  Item, Worksite Address, Shift, OT Plan, WC Code, Resident Address, Pay Period, Check Number, Payment Batch ID, Invoice Batch ID, Invoice Number, Agency.
• Comment: The Comment tab allows users to view comments associated with the selected transaction within the tab.

Favorite Actions

The following Favorite Actions are available in Work Board:

Add Comment

With the Add Comment action, users get access to the standard Zenople Comment navigation with features such as Relates To, Create Task, Appointment and more. The comments added from this navigation are reflected in the Split View.

Add Daily Transaction Code

The Add Daily Transaction Code option allows to add Transaction Code for the specified day to the Transaction. This allows users to add transaction codes for this day’s transaction only.

Add Timesheet Attachment

Users can add Timesheet attachment similar to how it is done in Timesheet navigation. These Timesheet attachments can be reflected under the Timesheet attachment icon in the Grid View for the Transaction.

Add Weekly Transaction Code

The Add Weekly Transaction Code option allows to add Transaction Code for the specified week to the Transaction. This allows users to add transaction codes for this whole Transaction. This segregation between Daily Transaction and Weekly Transaction Code allows users to Add such transaction codes for a single day’s transaction or the entire week’s transaction.  

Close Transaction Batch

Only the Transactions that have a Timesheet Batch tagged with them can be processed with the Close Transaction Batch action. This action moves the Transaction Batch, runs the exceptions and the required exceptions can be filtered to ultimately process the Transaction Batch and Close the batch.

Note: When users have disabled the Show Closed Batch filter, they will not be able to view the Transactions whose batch are closed. If the Payroll Batch is not closed or the Transaction, they are highlighted with the icon, but users will need to enable the filter to access the data.

Copy Transaction

The Copy Transaction favorite action allows users to Copy the entire transaction. This action also functions exactly same as how it is in the Timesheet.

Copy Transaction with Selected Transaction Code

Similar to Timesheet, the Copy Transaction with Selected Transaction Code is also available in the Work Board. This action Copies the transactions but only with the selected Transaction Codes.

Create Transaction

Users can create Transaction through both Accounting Period or Assignment through the Create Transaction action. Unlike in the Timesheet this action is also added to the same navigation along with the other actions.

Delete Transaction

The delete Transaction action also functions exactly same as the Delete Transaction action in Timesheet. With this action users get to delete the selected Transaction.

Notes:

• As every Transaction Code have their own checkbox and grid row users may be confused while deleting the Transaction. If I select one Transaction Code and delete the Transaction, it deletes all the Transaction Codes associated with the action. If users want to only delete the selected Transaction Code, they can use the Delete Transaction Code action.  
• If the Transaction is of the Transaction Schedule Template “One Transaction Per Week”, the delete actions deletes the whole week’s transaction.

Delete Transaction Code

The delete Transaction Code action also functions exactly the same as in the Timesheet navigation. With this actions users can select the specified Transaction Codes and delete the specific Transaction Codes within the Transaction.

Easy Pay

Easy Pay is a new, quick and simple way to process simple transaction information and easily make payments for the selected Transactions. The features performs the following actions:

• Runs Transaction related exceptions.
• Close the Transaction Batch.
• Process Payroll Exception.
• Close the Transaction Batch.
• Initiate the Bank File Batch.
• Complete the Payment for the selected Transactions.
• Display the Checks.

For easy pay a new checkbox has been added in the Bank Account navigation at ATM. The checkbox asks users if they want to setup the selected Bank as the default for Easy Pay. Only one bank account can be set as default for easy pay. When the checkbox is selected at One Bank Account setup, the field is not available at other Bank Accounts.

Edit Transaction

With the Edit Transaction action, users can edit the details of the Transaction, these details include Office, PPE, OT Plan, Purchase Order, PO Number, etc.

End Assignment

The End Assignment action allows users to End the selected Assignments from the navigation. This action segregates into two steps if assignments of both Temp Job and Schedule Jobs are selected, Initially the users can End Temp Job Assignment, on saving the details users and directed to the option to end Scheduled Job Assignments as well.

Refresh

The refresh action functions similar to how it is all over Zenople. It refreshes the data details in case of any changes can be reflected to the Work Board, they can be easily carried over through this action.

Run Exception

The Run Exception action is a new action available for the Work Board. This action runs the exceptions for the selected Transactions and can only function if a Transaction Batch is tagged for the Transactions. The actions displays all the exceptions for the Transactions if they are available. This action also reflects the Warning Exception (Yellow) and Severe Exceptions (Red) icons in the Grid View so users can easily identify which transactions have exceptions.

Send Email

The Send Email action has been added to the Work Board so that Assignment, Transaction related information can be easily mailed to the required people. This enables the Send Email action available all over Zenople.

Send Text

The Send Text action has been added to the Work Board so that Assignment, Transaction related information can be easily sent to the required people in form of Text. This enables the Send Text action available all over Zenople.

Update Transaction Information

Similar to how it is in the Timesheet navigation, users can update the required details that have been changed for the Transaction through the Update Transaction Information action.