Version 0069

Updated 3 months ago by John Öbom

Role management

Permissions

With the release of Neo 0069 we are adding four new permissions:

People details

Controls what type of access a user should have to people details after clicking on a person in People

People agreements

Controls what type of access a user should have to agreements after clicking on a person in People

Shift types

Controls what type of access a user should have to the shift types menu (and menus under that one) under account settings/group settings

Tags

Controls what type of access a user should have to tags under account settings/group settings and tags follow up under Analytics (note that this only affects customer that are using our tags module)

Read on the People permission is a minimum requirement for people details and people agreements

Write on the Settings permission is a minimum requirement for shift types and tags

Schedule & Time

Schedule

We're adding two more filter options to schedule: Employee status and Home unit.

Home unit

This filter option features a dropdown list containing the home units of employees that have a role on group currently selected in the Neo. You may select one or multiple units from the list which will then update the Schedule to show only employees whose home unit corresponds to the selection you've made.

How to:

  1. Go to the schedule view, click on Schedule in the drop down under Schedule&Time
  2. Click on the filter icon 
  3. Go to filter Home unit and select from the drop down which home units you would like to see

If you only want to see people with a certain home unit by default, add home unit filter to your saved filters.
Employee status

Filter on people with schedule items. What is a schedule item? Everything you can see in the schedule view, ie shifts, punches, leave applications, absences, Notice of Interests, unavailability and tasks.

How to:

  1. Go to the schedule view, click on Schedule in the drop down under Schedule&Time
  2. Click on the filter icon 
  3. Go to filter Employee Status and select from the drop down 1) Employees with schedule items or 2) Employees without schedule items

This filter option can be combined with the "Schedule Items" option to display, for instance, only employees that have at least one shift in the schedule.
Note that the filtering only filters out where possible, for example if you have chosen to filter on schedule items shifts, absences and absence type "vacation",  the filter will only filter on absences (since a shift cannot have an absence type).

Base Schedule

With Neo 0069, we're adding two more filter options to base schedule: employee status and home unit.

Home unit

This filter option features a dropdown list containing the home units of employees that have a role on group currently selected in the Neo. You may select one or multiple units from the list which will then update the Schedule to show only employees whose home unit corresponds to the selection you've made.

Employee status

This filter option allows you to filter your base schedule on employees that either do have or that don't have at least one schedule item.

This filter option can be combined with the "Schedule Items" option to display, for instance, only employees that have at least one shift in the base schedule.

Shift type management

With the release of Neo 0069 we are introducing shift type categories as the first part of shift type management that we are currently developing for Neo.

Shift type categories

It's now possible to see, create, edit and delete shift type categories in Neo.

There are two different ways to create new shift type categories:

Account settings - click on shift type categories

Group settings - click on shift type categories

To add a new category click the green add button

If a new category is created under account settings it will become shared and can be seen/used by all units.

If a new category is created under group settings it will become local and can only be seen/used by the unit it is created on

131313 - Created under group setting and only visible for the unit it is created on

141414 - Created under account settings and visible for all units (marked with the label shared)

  • You can search the list of shift type categories by typing something in the search field at the top of the page
  • You can edit the name of a category by clicking edit on the right hand side
  • You can delete a category by clicking delete on the right hand side (note that it's only possible to delete a shift type category that isn't used)
  • If the list contains more than 100 items it will split into several pages. Navigate between the pages by clicking the arrows in the top right corner
  • Shift type categories will only be visible under group settings when you are on a group that is a unit (not on district or section)
The default permission for shift types is read access


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