OAuth for Gmail and Microsoft 365:
Site Manager now supports the use of OAuth for sending emails from both Gmail and Microsoft 365 accounts. This provides a secure method of authorising these accounts for use with Site Manager. This can be configured from the Email Parameters button by Right Click Menu> Email> Parameters.
A guidance document is available in the Crib Sheets Folder to assist with the authorisation process.
SmartTask T&A Integration:
Site Manager now provides a direct integration with the SmartTask time and attendance system, using their API. Staff and sites can be transferred from Site Manager to SmartTask, and worked hours can then be imported from SmartTask into our T&A holding area for review. From there it’s just a few clicks to import the hours into our pay cycles.
New QC Report – Audit Setup Report:
A new report has been added to the Quality Control module, with various options for checking the audit setup for Sites, including being able to report on which Sites do not have any audit locations set up. Go to the ‘Reports’ tab and look for ‘Audit Setup Report’.
Annualised Pay – Number of Weeks in Full Year:
The number of weeks in a year used in the calculation of Annualised Pay is now definable. By default the system assumes a working year of 52.00 weeks but this can be overridden to meet your requirements e.g. 52.14 is a commonly used alternative.
This setting can be found in the Annualised Pay section of Setups > K. Payroll Cycles > Details
Mobile Forms> Advanced Forms Editor> Protected Fields:
The ‘Include’ flag can now be changed on some of the Protected fields, allowing them to be hidden on Mobile Forms. For example, you can now reduce the number of emergency contacts from 3 to 1, making your New Starter forms more compact.
Excel Timesheets> Non-Paid Holiday Absence Type:
The standard Excel spreadsheet format now recognises the letter ‘O’ as a Non-Paid Holiday, and will be imported as such into the pay cycle.
Worksheets> Reconcile Contractors Invoices to Worksheets> Notes section:
A new ‘Internal Comments’ tab has been added to some of the Worksheet screens, allowing notes to be recorded against an individual Worksheet. These notes can also be seen underneath the table of Worksheets in Worksheet > C. Reconcile Contractor Invoice to Worksheets, showing the notes related to the parked Worksheet.