estratex updates: external notes - zendesk · page 1 of 11 444 n michigan ave., ste. 2800 ·...
TRANSCRIPT
Page1of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
eStratEx Updates: External Notes
2017,Release1
ThisweekendwewilldeployupdatestooureStratExsoftwaresystem.Pleaseusethisdocumentasaresourcetostayup-to-datewithchangesandimprovementsthatyoumayencounterineStratEx.Ifyouhaveanyquestionsabouttheseupdatesandhowtheymayaffectyourcompanyofemployees,pleasecontactyourServiceTeam.
Highlights:
• WeareincrediblyexcitedtoannouncemajorenhancementstotheeStratExuserinterface!Inordertomakethesefeaturesavailabletoyouasquicklyaspossible,wehavefocusedeffortsonthemostheavily-usedpagesinthesystem–Myself,TeamandtheNEWManagementtab.Ashasbeencommunicatedoverthepastfewmonths,ourgoalwiththischangeistoimprovetheuserexperience.Wehopeyoufindthenewpagesmoreintuitiveandfunctional.
Seebelowforafewbeforeandafterpictures,andthefullreleasenotesfordetailsaboutimprovementstofunctionality.
Weunderstandthiswillbeapronouncedchangeforyouandyourusers.Tohelpinthetransition,wehaveguidespostedintheHelpCenterthatwillanswermanyquestionsusersmayhave.Clickhereforanswersforfrequentlyaskedquestionsandhelpnavigatinginthenewpages.
Page2of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
Inthisrelease:1. ManagingEmployees
1.1. VisualimprovementshavebeenmadetotheeStratExuserinterface.1.2. AddedManagementTab1.3. ProfileOverviewUpdates1.4. PositionUpdates1.5. ProfessionalBackgroundUpdates1.6. StatusChangesUpdates(Termination,LeaveofAbsence,Re-Hire)1.7. Documents&FormsUpdates
2. Reporting2.1. TerminatedemployeeshavebeenaddedtotheEmployeeDisciplineRecordsreporttemplate
andtheQuickNotesreport.3. Performance
3.1. ProgressiveDisciplineUpdates4. Payroll
4.1. DirectDepositUpdates4.2. PayChangeUpdates4.3. PayInformationUpdates4.4. NewPage:TotalCompensation
5. Benefits5.1. NewBenefitsSummaryPage
6. Timekeeping6.1. TimeAwayFromWorkUpdates6.2. VariousupdatesforeStratExtimesheets6.3. AcompanysettingfordefaultUnpaidTimeOffhasbeenadded.
7. Other7.1. NewI-9
Page3of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
1. ManagingEmployees1.1. VisualimprovementshavebeenmadetotheeStratExuserinterface.
ItemIdentified:WewantedtoupdatethelookandfeelofcommonlyusedpagesineStratEx.Resolution:Wehavemadevisualimprovements(aswellassomefunctionalimprovements)totheMyself,Team,andManagementtabsineStratEx.We’reconfidentyouwillfindthenewpagesmoreintuitive—easiertofind,easiertouse,andmoreinformational.
1.2. AddedManagementTab
ItemIdentified:BasedonfeedbackfromAdminusers,wewantedtosplitthecurrentTeamtabintoTeamandManagementtabs.Resolution:Thishasbeendone.TheTeamtabcanbeusedasafilterabledirectoryofactiveemployees.TheManagementtabcontainsmanagerdashboardsyoucurrentlyhaveaccessto(e.g.PerformanceDashboard,TimekeepingDashboard,RecruitmentDashboard,etc.).Thischangewillmakeitmucheasiertonavigatebetweenemployeeprofilesandvariousdashboards.
1.3. ProfileOverviewUpdates
ItemIdentified:WewantedtoconsolidatesomeofthepagesineStratExthataretypicallyfieldsinaprofilepage—theoldProfileOverview,ContactInformation,andName&SSN—andgivethepageafacelift.
Page4of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
Resolution:ThenewProfileOverviewpagehasbeenbuiltasausefullandingpagewhennavigatingtoaspecificemployeepageineStratEx.Basicemploymentinformationcanbefoundontheleftsideofthescreen,undertheemployee’sprofileimage,name,andcontactinformation.Alsoincludedaretwomainsectionsontherightsideofthescreen—ContactInformationandDemographicInformation—makingeditingemployeeinformationmucheasier.ThesettingsbuttonfoundintheupperrighthandsideoftheProfileOverviewcontainssettings(EmploymentStatus,SpokewareID,WorkflowGroups,DailyOTThreshold,SpokewareAllottedLunch,andCustomData)thatusedtobefoundontheName&SSNpage.
1.4. PositionUpdates
ItemIdentified:WewantedtoupdatethepositionpageineStratEx.Resolution:WehavecombinedthePositionandPositionDetailspageintoonenewPositionpage,whichisnowintheCareerProfiledropdown.You’llfindtwotabshere—PositionandHistory.Onthepositiontab,youcanviewbasicsandeditacurrentpositionandaddadditionalpositions(ifusingmultiplepositions).TheHistorytabshowspositionhistory(previouslyonthePositionDetailpage),withtheoptiontodownloadthedatainCSVformat.
1.5. ProfessionalBackgroundUpdates
ItemIdentified:WewantedtoconsolidateandvisuallyupdatetheWorkHistory,Education,References,andSkillspages.Resolution:Thishasbeendone!ThenewProfessionalBackgroundpageprovidesaneasyplacetoaccessallofthisinformation.Tabsexistforeachofthefourcategories—WorkHistory,Education,References,and
Page5of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
Skills.Newrecordscanbeaddedusingtheaddbuttonontherespectivetabs,andexistingrecordsmaybeeditedordeletedusingthebuttonsnexttotheirtitles.Anauditbuttonatthebottomleftwilldisplaydetailsofanychangesmadetothepage.
1.6. StatusChangesUpdates(Termination,LeaveofAbsence,Re-Hire)
ItemIdentified:Wewantedtovisuallyupdateandconsolidatestatuschangepages.Resolution:We’veaddedanewpage—StatusChanges—totheCareerProfiledropdown.ThispagecombinestheoldStatusChangespagesincludingTermination,LeaveofAbsence,andRe-Hire.Awizardhasbeenaddedtoguideyouthroughanyactionsyouneedtotakeonthispage,justpressthe“Add”buttontobegin,selectthetypeofchangeyouneedtoprocess,andfollowtheinstructionsineachstep.FormoredetailedinformationonhowtousetheStatusChangeswizard,seethehelpcenter.
1.7. Documents&FormsUpdates
ItemIdentified:WewantedtoconsolidateandvisuallyupdateeStratExpagesrelatedtoDocuments&Forms.Resolution:WehavecombinedDocumentLibrary,CompanyDocuments,W4Information,I-9Management,YearEndDocuments,andImmigrationDocumentsintoanewDocuments&Formspage.Thepagewillsimplifytheprocessoffindingdocumentsinemployeeprofiles.You’llfindtabsfortheDocumentLibrary,TaxForms,I-9,CompanyDocuments,ImmigrationDocuments,andYearEndDocuments.AlleditingoftaxformsandI-9scannowbedonefromthispage.Formoredetailedinstructions,pleaseseethehelpcenter!
Page6of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
2. Reporting2.1. TerminatedemployeeshavebeenaddedtotheEmployeeDisciplineRecordsreporttemplateand
theQuickNotesreport.ItemIdentified:WewantedtoincludeterminatedemployeesontheEmployeeDisciplineRecordsreporttemplateandtheQuickNotesreport,astheseareoftenusedforunemploymentclaims.Resolution:Terminatedemployeeswillbeincludedonthereports.Wehaveaddedacolumnforemploymentstatusaswelltomakefilteringeasier.
3. Performance3.1. ProgressiveDisciplineUpdates
ItemIdenItemIdentified:WewantedtogivefunctionalityanupdatealongwiththelookandfeelforProgressiveDiscipline.Resolution:ProgressiveDisciplinewillnowbefocusedondisciplinesteps,ratherthanpointsasinthepast.Withthenewpage,an“ActionSequence”canbesetupforeachbehaviortrackedinProgressiveDiscipline.Forexample,anactionsequenceofthreeverbalwarnings,onewrittenwarning,suspension,andterminationcouldbesetupforanemployeebeinglate(behavior:Tardiness).Now,whenenteringarecordoffortheTardinessbehavioronProgressiveDiscipline,thesystemwillrecommendtheactiontobetakenaswellastheactiontobetakenthenexttimethatbehavioroccurs.Thenewpagefunctionalitywillbeeasiertouseandmoreinlinewithcompanypolicies.Formoredetails,pleaseseethehelpcenter.
Page7of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
4. Payroll4.1. DirectDepositUpdates
ItemIdentified:WewantedtomaketheDirectDepositsetupeasiertousetoworktowardseliminatingerrorsthatcauseunwantedpapercheckstobeprinted.Resolution:WegavetheDirectDepositpageafaceliftandintroducedawizardtoguideusersthroughthesetupprocess!Toinitiatethewizard,clickthe“Add”buttononthetopright-handsideofthepage,andfollowfivestepstoaddanewaccount.Existingaccountsmaybeeditedordeletedatanytimeusingthebuttonsinthelastcolumnofthetable.
4.2. PayChangeUpdates
ItemIdentified:WewantedtoimprovethePayChangepagevisuallyandfunctionally.Resolution:Yerawizard,PayChange!Pleaseseethehelpcenterformoreinformation.
Page8of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
4.3. PayHistoryUpdates
ItemIdentified:WewantedtoconsolidatethePayStubsandPayHistorypagetomakeiteasiertoseedetailedinformationonemployeepaychecks.Resolution:"PayStubs"and"PayHistory"havebeencombinedintoasingle"PayHistory"page.Inadditiontotheabilitytodownloadindividualpaystubsandpayhistoryreport(s)foradaterangeofyourchoice,acharthasbeenadded,empoweringyoutovisualizeemployeeearningsanddeductionsbymonth.
4.4. PayInformationUpdates
ItemIdentified:WewantedtoconsolidateEarnings,Deductions,andTaxes,andTaxableWagesintoonepagetosimplifyreviewingandupdatingemployeePayInformation.Resolution:Thishasbeendone.Earnings,Deductions,andTaxescannowbeviewedintheirowntabsonthePayInformationpage.FiltersareavailabletotherightofthechartforFEIN,Year,Quarter,andActivevs.Allitems.Youcanadditemstothepageusingtheaddbutton,andeditusingthebuttoninthelastcolumnineachtable.Ifyouusemultiplerates,thosecanbeaddedtoanearningbyclickingtheeditbuttoninthelastcolumnintheEarningstable.Pleaseseethehelpcenterformoredetailedinstructions!
Page9of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
4.5. NewPage:TotalCompensation
ItemIdentified:WewantedtoaddaTotalCompensationpage.Resolution:Wearehappytointroduceanewpagedesignedtohelpyoubetterunderstandcompensationinitsvariousforms.TheTotalCompensationpagewillincludedetailsaboutEarnings,Employer-PaidBenefits,anestimateofTaxSavingsresultingfrompre-taxdeferrals,andTimeAwayFromWorkaccrued.
5. Benefits5.1. NewBenefitsSummaryPage
ItemIdentified:WewantedtoimprovethevisibilityofhistoricalBenefitelectionsandincorporateanewaudittrail.Resolution:WithournewBenefitsSummarypage,wehaveincorporatedthepreviousDependentspage,aswellasaddedmoredetailstothesummaryitself.TheSummarypagenowincludestheoptiontofiltertheviewbasedonPlanYearandBenefitTier.Allassociatedbenefitdocumentscannowbeaccessedbyusingthenew“BenefitDocuments”linkonthepage.Inaddition,we’reintroducinganewaudittrailthatwillcaptureallfutureelectionupdatesmade.Withthisnewaudittrail,you’llbeabletomoreeasilytrackbenefitchangesmademovingforward.
Page10of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
6. Timekeeping6.1. TimeAwayFromWorkUpdates
ItemIdentified:WewantedtoimprovetheemployeeandmanagerexperiencewhenusingtheTAFWmodule.Resolution:WehaveupdatedboththeemployeeTAFWpageandthemanagerTAFWDashboard(underthenewManagementtab).TorequestTimeAwayFromWork,employeescanclickthe“Request”buttonontheTAFWPage(nowunderTime&Labor)andfollowinstructionsfourquicksteps.Wehaveaddedtheabilityforuserstoenterthestartandendtimeofdayforeachrequesttogiveamoredetailedviewofwhencustomhourswillbetaken.
ThenewTAFWManagerdashboardontheManagementtaballowsmanagerstoview,approve,anddenyrequestsforTAFWfromacalendarorlistview.Thefiltercanbeusedtonarrowdownthelistofrequeststodirectreportsonly,andbythestatusandlocationoftherequest.
Thenewpageswillstreamlinetheprocessofrequestingandapprovingtimeoffandprovideaclearerviewbothofwhattimeisavailabletoemployeesaswellasformanagerswhenplanningshifts.
Page11of11444 N Michigan Ave., Ste. 2800 · Chicago, IL 60611 · 877.4HR.DEPT · www.stratex.com
Copyright © 2015, StratEx All Rights Reserved StratEx TM and the StratEx logo are trademarks of StratEx
6.2. VariousupdatesforeStratExtimesheetsItemIdentified:Severalrareissueswithpayratecalculationanddisplayontimesheetswereidentified.Resolution:OurProductDevelopmentteamworkedquicklytofixtheseissuesandreleasethefixesthroughoutourdevelopmentcycle.
6.3. AcompanysettingfordefaultUnpaidTimeOffhasbeenadded.ItemIdentified:Whenrecordingunpaidtimeoffatpunchout,thesystemdefaultedto0minutes.Wewantedtoaddtheoptiontochangethedefaultamountofminutes.Resolution:Thishasbeendone!Ifyouwouldliketoupdateyourcompany’sdefault,pleasecontactyourserviceteam.
7. Other7.1. NewI-9
ItemIdentified:USCIShasreleasedanewFormI-9thatemployersmustusestartingJanuary21st,2017.Resolution:Thisnewformhasbeenbuiltintothesystem,replacingthepreviouselectronicformI-9innewhireandemployeeprofiles.Theforminthesystemmirrorsthenewpaperformandisfullycompliant.Inthenearfuture,wewillbebuildingoutfeaturesincludedinthefillableversionoftheform.Thesefeaturesareintendedtoassistusersintheircompletionoftheformandarenotrequiredinordertobecompliant.