Updated Workflows, Bug Fixes

Last night we released a minor upgrade to our private beta sites, that included some much-needed bug-fixes as well as two new workflows: Time Off Management, and Site Customization.

Time Off Management

When viewing an employee’s profile, the new Time Off link brings you to a section where you can alternate between the three views (Allocated Time Off, Requests for Time Off, and Time Off Transactions) for that employee. Similarly, if you click on”My Preferences you’ll see a new option for”My Time Off where you can explore the same three views for your self.

If you’re a manager or an administrator, you’ll also see 2 new options in the Reports area of Tribe: Time Off Allocations gives you a summary of the different limits available to each employee, and Time Off Report allows you to generate a custom report of time off, filtered by employee or time off type.

Finally, for the administrators, there’s a new option in the Admin area – Time Off Ledger, which lets you review, modify, delete or add transactions to an individuals different time off accounts. For example, if an employee used vacation time, but didn’t submit it through the system, you can debit their vacation account the appropriate number of days. Alternatively, if an employee had vacation time approved, and didn’t get to use it all, you can modify the transaction to reduce the number of days they actually took off.

Admin Customization

For those that spent a lot of time tweaking their Tribe setup, this workflow change should be a welcome modification. We’ve streamlined the Admin area of Tribe down to three top-level groupings (Customization, Time Off Ledger, and Upgrade) and under Customization we’ve grouped all the options you’ll want to review as part of your setup. For most of you, you won’t need to come back to the Customization options very often, but in case you’re interested, here is the full list of Customization options:

• General Settings (like company name)
• Tracked Skills & Competencies
• File Types for Users
• Custom Fields for Employee Records
• Department Listing
• Types of Time Off
• Review Templates

Bug Fixes

And finally, as I mentioned above, we have several bug fixes that were released:

• Department sorting in the admin and job descriptions area properly adheres to the “order” settings
• Validation has been corrected for the form used for submitting vacation requests
• Display bug on the staff listing page, after you have deleted a user
• Uploaded files are properly removed when deleting a user
• Field descriptions when defining types of time off have been clarified/enhanced

As always, if you encounter any issues or new ideas – please drop us a line using the Feedback tab on the left.

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