This article will inform you of all the new updates to the Celayix platform in July 2023.
In this article, we'll look at the following new features:
Billing export in Time Processing
You'll find the Billing export in Time Processing > Time Processing Tools > Export > Billing export.
Double-check the Date range that you're exporting shifts for is correct. This is located in the top left-corner of the panel.
Then, select your Billing export template and complete the following details:
Choose by Site or Bill cycle
Note: The Billing template(s) will only be available if you have an integration with your Celayix platform.
At the end of the export, click Export CSV and the file will be saved to your Downloads folder. You can then upload the file into your accounting software as usual.
The Export log can be used to track all the Billing exports.
The date range of the Last export will be listed in the top-right of the panel.
Once you click Export log, you'll see a list of previous exports with export information. This will include which User exported it and when.
Notifications for expiring qualifications
You'll now be able to receive email notifications containing a .csv file of all your employees' expiring qualifications. These will be based on the Notification timing you choose.
You can access the Expiring qualifications setup in Settings > Branch features > Notifications > Expiring qualifications.
Here's an example of an email notification for expiring qualifications. This will come with an attached .csv.
The employee will receive is one as below.
Let's look at the setup.
Enabling Expiring qualifications
You'll first need to enable it by toggling the flag to Yes.
Notifications will be sent every Monday at noon (based on the branch time zone), and will include qualifications that expired in the past 7 days, as well as those that will expire in the next:
Let's look at the different options.
You can use this section to choose which of your Users (Admins) will receive Expiring qualifications notifications. The notifications will be sent to the email address(es) associated with the User account.
Ensure you press Apply to select the Users.
Send notifications for managers to a specific email address
If you check mark this option, you can input any email addresses for managers that you would like to receive expiring qualifications notifications. You can separate email addresses using a semi-colon (;).
If required, you can include specific instructions to send to the managers.
Note: An email address added to this section will receive expiring qualifications for ALL employees.
If you check the option to Notify employees, they'll receive a notification in the Notifications panel of their Team Xpress app, push notifications from their Team Xpress app, and email/SMS if they've given consent to receive them.
You can also choose to send specific instructions to employees if they're required to act on this.
Once you click on the Help icon, the panel will expand as below.
What's new will be the section that contains information on all new updates regarding Celayix and your platform.
Suggest a feature
To help us provide the best Celayix platform for you, we've introduced a Suggest a feature section. This will allow you to send us new feature requests, suggest feature improvements or report a bug directly through Schedule Xpress.
Type in your ideas or suggestions and they'll be with us right away!
If you have any questions regarding the July 2023 updates, then please Contact Support now!