New Features for 2012 (Version 3.0.01 and above)
Last Updated: November 16th 2011.
Support for Leave Accrual
The planner now supports keycodes that allow you to accrue leave. When you enter keycodes onto the planner that are accrual keycodes, this amount will be updated on the "Employee Data" sheet, which in turn will update the Total Leave Calculated for the category.
Note: Accrual leave codes are only available for categories that track leave as entitlement. To enable leave accrual, create or edit a key category and check the "Enable Leave Accrual" option on the category. Then add or edit the keycodes for the category and check the "This keycode accrues leave" option.
Customisation of Employee Data Sheet
You can now customise the columns onto the Employee Data sheet. These columns can be setup to add or subtract amounts from the Total Leave Calculated or could simply be free text fields to record additional information. You can also rename the columns.
To customise the columns, navigate to the Employee Data sheet and click on the "Employee Data Settings" button.
Note: Built in columns such as "ID", "First Name", "Last Name", "Track Leave As" cannot be renamed.
Calendar Settings
There are a few new features available on the Calendar Worksheets. To enable these, navigate to one of the calendar worksheets and click on the "Calendar Settings" button:
Customisable Information Columns
There is now the option to display 5 columns containing information about the leave taken / remaining for all of the categories. Categories that are setup to track leave as entitlement will give you the option of seeing the amount of leave taken, the total entitlement, the amount remaining and the amount of leave accrued (if applicable). Categories setup to count leave will only allow you to see the total amount taken.
Key Code Description Popup
There is now a setting (enabled by default) to show you the keycodes available to you in the form of a popup when you click on a cell.
Automatic Column Resizing
You can now set the planner to automatically resize a column if the data in it is too large to fit into the cell. If this option is not enabled, the data will be shrunk to fit the size of the cell.
Sorting Employee Data
You can now have greater options when sorting employee data. The planner allows you to position your employees on the planner exactly how you would like, as well as providing default sorts such as by last name or department. To sort the employee data, click on the "Sort Employee Data" button or "Sort Calendar" button depending on which worksheet you wish to sort it for.
Note: To sort by first name, last name, ID or department click on the column headers. The employee data sheet and calendar sheets can be sorted differently.
Changes to Settings
The planner settings have now been divided out into separate areas for the different worksheets. The different settings can be summarised below:
"Menu" worksheet
The "General Settings" button allows you to setup the passwords on the planner.
"Employee Data" worksheet
The "Employee Data Settings" button allows you to modify the columns shown on the employee data worksheet and also whether to enable leave to be tracked in days or hours.
Calendar worksheets
The "Calendar Settings" button allows you to customise the appearance of the calendar worksheet and edit national holiday dates or highlight other significant calendar dates.
Changes to Individual / Batch Reports
Several changes have been made to the individual / batch reports:
- You can now include free text fields from the Employee Data sheet on the report. This is useful if these fields contain information you require to be on the report.
- Keycodes that are not found in the report are now hidden by default - this condenses the width of the report and is also useful if you have a mixture of codes setup for leave being tracked in days and leave being tracked in hours.
- A summary section has been added to the top to summarise all of the data read from the employee data sheet - this includes accrued entitlement and any additional columns that add or subtract from the total entitlement calculated.
- If the full reporting year is not selected, then the report will only show the total count of leave taken for each leave category.
Changes to Group Reports
Several changes have been made to the group reports:
- The report now presents you with the total figures, followed by a breakdown of the figures for each keycode.
- Keycodes that are not found in the report are now hidden by default - this condenses the width of the report and is also useful if you have a mixture of codes setup for leave being tracked in days and leave being tracked in hours.
- The format of the report has been updated.
Changes to the Monthly Reports
- The following changes have been made to the monthly reports:
The monthly report now allows you to select a date range rather than a specific month. - You can modify the appearance of the report by specifying the column width, font size and row colours. This will assist you if you are wishing to print or export the report for other users.
Importing Data
The import feature (only available during setup) will import from a previous version of the planner (2.0 onwards) and will import all the data from the employee data sheet as well as your categories and keycodes.
If you import from the new version of the planner (3.0 onwards) the planner will also import all of your settings preferences, in addition to your employee and category / keycode data.
Last Updated: November 16th 2011.
Support for Leave Accrual
The planner now supports keycodes that allow you to accrue leave. When you enter keycodes onto the planner that are accrual keycodes, this amount will be updated on the "Employee Data" sheet, which in turn will update the Total Leave Calculated for the category.
Note: Accrual leave codes are only available for categories that track leave as entitlement. To enable leave accrual, create or edit a key category and check the "Enable Leave Accrual" option on the category. Then add or edit the keycodes for the category and check the "This keycode accrues leave" option.
Customisation of Employee Data Sheet
You can now customise the columns onto the Employee Data sheet. These columns can be setup to add or subtract amounts from the Total Leave Calculated or could simply be free text fields to record additional information. You can also rename the columns.
To customise the columns, navigate to the Employee Data sheet and click on the "Employee Data Settings" button.
Note: Built in columns such as "ID", "First Name", "Last Name", "Track Leave As" cannot be renamed.
Calendar Settings
There are a few new features available on the Calendar Worksheets. To enable these, navigate to one of the calendar worksheets and click on the "Calendar Settings" button:
Customisable Information Columns
There is now the option to display 5 columns containing information about the leave taken / remaining for all of the categories. Categories that are setup to track leave as entitlement will give you the option of seeing the amount of leave taken, the total entitlement, the amount remaining and the amount of leave accrued (if applicable). Categories setup to count leave will only allow you to see the total amount taken.
Key Code Description Popup
There is now a setting (enabled by default) to show you the keycodes available to you in the form of a popup when you click on a cell.
Automatic Column Resizing
You can now set the planner to automatically resize a column if the data in it is too large to fit into the cell. If this option is not enabled, the data will be shrunk to fit the size of the cell.
Sorting Employee Data
You can now have greater options when sorting employee data. The planner allows you to position your employees on the planner exactly how you would like, as well as providing default sorts such as by last name or department. To sort the employee data, click on the "Sort Employee Data" button or "Sort Calendar" button depending on which worksheet you wish to sort it for.
Note: To sort by first name, last name, ID or department click on the column headers. The employee data sheet and calendar sheets can be sorted differently.
Changes to Settings
The planner settings have now been divided out into separate areas for the different worksheets. The different settings can be summarised below:
"Menu" worksheet
The "General Settings" button allows you to setup the passwords on the planner.
"Employee Data" worksheet
The "Employee Data Settings" button allows you to modify the columns shown on the employee data worksheet and also whether to enable leave to be tracked in days or hours.
Calendar worksheets
The "Calendar Settings" button allows you to customise the appearance of the calendar worksheet and edit national holiday dates or highlight other significant calendar dates.
Changes to Individual / Batch Reports
Several changes have been made to the individual / batch reports:
- You can now include free text fields from the Employee Data sheet on the report. This is useful if these fields contain information you require to be on the report.
- Keycodes that are not found in the report are now hidden by default - this condenses the width of the report and is also useful if you have a mixture of codes setup for leave being tracked in days and leave being tracked in hours.
- A summary section has been added to the top to summarise all of the data read from the employee data sheet - this includes accrued entitlement and any additional columns that add or subtract from the total entitlement calculated.
- If the full reporting year is not selected, then the report will only show the total count of leave taken for each leave category.
Changes to Group Reports
Several changes have been made to the group reports:
- The report now presents you with the total figures, followed by a breakdown of the figures for each keycode.
- Keycodes that are not found in the report are now hidden by default - this condenses the width of the report and is also useful if you have a mixture of codes setup for leave being tracked in days and leave being tracked in hours.
- The format of the report has been updated.
Changes to the Monthly Reports
- The following changes have been made to the monthly reports:
The monthly report now allows you to select a date range rather than a specific month. - You can modify the appearance of the report by specifying the column width, font size and row colours. This will assist you if you are wishing to print or export the report for other users.
Importing Data
The import feature (only available during setup) will import from a previous version of the planner (2.0 onwards) and will import all the data from the employee data sheet as well as your categories and keycodes.
If you import from the new version of the planner (3.0 onwards) the planner will also import all of your settings preferences, in addition to your employee and category / keycode data.