Project: Guardhouse Web
Sprint Number: Sprint 13Jan – 7Feb
Release Dates: 13 Feb 2025 AUS & 20 Feb 2025 UK
I. Scope
Guardhouse enhancements:
[GH-4691] Support Portal task to turn OFF onboarding for company level
New task in the Support Portal under Update Company Config > EnableRequestOnboarding
If turned OFF:
Hides the “Request Onboarding” option when Sending Invites to new staff
Hides the “Request Onboarding" option when Requesting Compliance to existing staff
[GH-4749] New Export Invoice Type - Consolidated Values
Renamed existing “Summary” Export Invoice Type to be “Service Summary”
Added “Summary” Export Invoice Type
Summary invoice export
All cost of invoice shows on 1 row
Quantity or units always 1
Unit amount always full value of invoice
Description is always “Services Rendered”
[GH-4544] Fw: Audits at Albion Hotel and Beer Deluxe - 5 November 2024 [SEC=OFFICIAL]
Update on the Incident Reports to use the License Number based on the Site’s address
For example, if Site is NSW, display only NSW license
[GH-4788][GH-4790] Web Schedule and Offered Shifts Dashboard - Hire Staff that will not be Compliant
When admin hires a staff member for an offered shift, an additional process is done in the background to double check if that staff will be compliant with the Role Template assigned to the site
An error prompt is displayed and that staff cannot be assigned
[GH-4451] Self Employed Staff - Auto Invoice
New configuration “Provide auto generated invoice to Self Employed Staff” under Company Settings > General
When config is turned on, new “Self-Employed” Employment Status becomes available in Staff page > HR Details; Staff will show “(SE)” at the end of his name on the staff list to indicate that this Staff is self-employed
Mobile changes (requires mobile release : https://guardhouse.atlassian.net/browse/GHMB-1358 ):
Self-Employed staff will see the “Timesheets – Invoices” menu under My Profile
Timesheets – Invoices page will show two tabs: Invoice Period and Invoices
Invoice Period tab shows all the pay periods starting from the date that the staff was set as Self-Employed
Clicking on each pay period will show a preview of the invoice showing all shifts, rates, overtime covered in that period; also includes bank details of the staff where the payments will be sent
On click of the Generate Invoice button at the bottom of the screen, staff will have an option to generate a PDF right away or not; it will generate the same file into a new PDF preview in the Invoices tab, which the staff can view and/or generate as they wish
Invoices tab shows all invoices generated by the Staff
Each invoice will be generated with invoice numbers that utilizes the Staff’s initials and a running number that starts with 1
An invoice can be generated multiple times to account for cases where shift details changes, the running number will continue chronologically
Web Changes:
In the Paysheets, an additional option “Export Self Employed Invoices” will be added to the Export dropdown
Admins can generate the PDF files of all the invoices generated by the staff
[GH-4747] Customer Approved Timesheet Exports
New report “Customer Portal Approved Timesheet Report” under Reports > Timesheet Reports
PDF Format report that shows the approved timesheets including the details of which customer portal account approved the timesheets and when they were approved
[GH-4748] Customer Sign Off Invoice Type
New Invoice Type “Customer Sign Off” under the Customer > Invoice Profile
1st page of invoice is the same as in the ‘Detail’ invoice type
2nd page of invoice shows details of the customer who approved the timesheets
Guardhouse bug fixes:
Invoicing:
[GH-4142] PO # not showing in invoices on Linked Shift is not showing
[GH-4269] Invoicing - Invoice Export - Bright Accounts/Thesaurus - Displaying Net instead of Gross
[GH-4667] Unscheduled Entry - adding on different customer
Reports:
[GH-4500] Report Errors: Timesheet Event Report Excel Download
Incident Reports:
[GH-4897] Downloading Patrol IR error – released as hotfix in AU 14 Feb. 25
Subby Sharing:
[GH-4839] Subby sharing backend issue - staff records duplicating in the database causing recursive requests
License and Compliance:
[GH-4836] Compliance Block: Invalid licenses are accepted within 48 hours of the creation date.
[GH-4781] License not matching on QLD license check
UK Leave:
[GH-4718] Leave - Leave Reset Date - Leave not refreshing on the Day/Month that it is set to reset because leave reset date is in a past year - UK - All Customers
Digital Occurrence Logs:
[GH-4104] Digital Occurence Logs not Logging Activitites
Customer Portal:
[GH-4677] The site position is displayed as the site name in duplicates in the Customer Portal
Mobile API’s:
[GH-4927] [Mobile API] Unable to view the Reminders and Licenses menu. – released as hotfix in AU 17 Feb. 25