Update and announcements from our product team
Easily manage your subscription in your flair HR app, on Salesforce. The subscription page is now just two clicks away - on the HR admin page.
You can perform necessary actions like checking and downloading your invoices or changing payment methods.
Let us know what you think!
We've introduced a bunch of improvements to make it easier to browse and find employee documents in the flair HR app.
Documents are now shown on one list with all necessary data available at once and you can filter them by categories. We've also added the ability to put notes when you upload the document. Handy, if you want an additional description or message.
Another great option is that you can set the visibility of each document. If you select "HR", the document will only be visible in the HR Salesforce app. Good for sensitive information and to keep the Employee HUB clean.
We're happy to announce some new updates and improvements for our Shift planner feature. One of our main goals for these new updates was to give Admins/shift managers complete visibility and access for them to schedule shifts and view shifts across all locations in Salesforce.
Multi-Location and Single-Location Mode
Before now, the shift planner could only be accessed through a specific location and shifts could only be scheduled based on that location. Now, you can view your shift planner showing all employees from all locations or filter by multiple locations at a time.
To access your multi-location shift planner, you start by navigating to the "Attendance" page and clicking on the 'manage shifts' button under the shifts sub-menu.
Users can still have the option to view shifts from a single location by selecting a specific location from the dropdown on the right side of the header bar. Open shifts can only be viewed and scheduled when in single locations mode.
Improved Filtering options
We have improved our filtering options across multi-location and single-location shift planner views. Users can filter by department, skills and locations in multi-location views. We introduced filter pills to help you easily remove a specific filter without having to reset them. These pills will appear at the top of the planner and all employee shifts relevant to the filtered options will appear which also include invited employees.
Departmental and Location View
We also created different access paths for shift managers to view and schedule shifts through specific segments. Similar to the location-based shift planner view, users can also view shifts based on departments through the shifts block on the departments' record pages as well as through the locations record page
Visible colours for predefined shifts in draft state.
Before now, we could not see the colour of our set predefined shifts in the draft state. So we made the outline of the drafted shift as well as the text of the time period in the predefined colour so you can ensure that you're getting the right colour-coded shifts before publishing.
Skills in Shift Planner
To avoid too many unnecessary skills being displayed in the shift planner, we have added an option to indicate when creating a skill if it should be used in shift planning. All employee skills that show in the shift planner are only those that were selected to be used in the shift planner when they were created
Shiftplanner Classic
For some of our users who are not keen on change and are comfortable and familiar with the current process and will like to continue using it, we have decided to preserve the original shift planner which we now call "shift planner classic". This can be found in the dropdown menu in the shifts block of the location page
Try them out and share with us your feedback!
During the pay period, many changes and events may happen to employees. Some of them affect how employees are paid. For you to be "on track" with the meaningful events we prepared a bunch of updates for the payroll run page.
The Enhanced Overview is now showing a summary of changes and absences that employees had during the payroll period.
When clicking on the summarized data you'll see the details related to the exact employee and may mark each of the events as "to do" or "completed".
If you'd like to see all the changes for all the employees in the payroll run just select the Data Changes tab or Absences tab, and filter the data the way you need.
You may ask if we keep the salaries overview you had before — we do, with some updates! We moved the tabs with new hires, employees with salary changes, etc. to a filter, added filtering by statuses, and a great summary/average line below the table.
We hope that you find our updates useful and, as usual, we are all open to your feedback!
There are occasions when we have to send emails to candidates at a specific time when we may not readily be available. Now, our new candidate email scheduling feature will bring about that much-needed convenience, such that your emails can be scheduled and delivered to your recipient even when you are away or out of the office.
To get started, it is important to have a list of email templates to choose from. All you have to do is open 'Email templates' from your Salesforce App launcher menu and create the templates needed.
This is would come in handy for hiring managers and recruiters to help them manage their day-to-day email operations. You can send scheduled emails for candidates individually or schedule emails for multiple candidates at a time.
Email Schedule for a Single Candidate: You can schedule an email right on the candidate's record page.
Email Schedule for Multiple Candidates: To schedule emails for more than one candidate, you can select them from the candidates' list and schedule your email by choosing the template and time you want the recipient to receive them. We also added the option for mass status change, this allows you to change the application status of the selected candidates when scheduling their emails.
Try it out and let us know what you think!
Have you noticed the "traffic lights" on the Candidates' page?
The green, yellow or red squares in each candidate record show how long the candidate has spent at a specific funnel stage. When it's less than three days, you will see a green light, three to five days — yellow, and after five days, the light turns red, reminding you to get in touch with the applicant.
When a candidate is hired or rejected, the traffic light is no longer shown in the record as a final decision has been made for them.
We are happy to share that we have added the requested option — the ability to change the first day of the week. It's now possible to choose whether to start counting weekdays from Monday, Saturday, or Sunday in any New Workload or in a New Workload Template. A small but important setting for companies that have employees who work on different calendars.
We have introduced a new way to help you navigate and explore the Salesforce HR app with an improved, clear and easy to understand menu structure.
Categorized menu: The salesforce menu has been arranged into groups with submenus to help you easily access different areas of the HR app. New categorized menus include:
These new menus will appear by default on the HR app but you still have the option to access other menus in the 'More' section.
Homepage Shortcuts: We added a new section on the homepage to include some of your frequently used features for easy proximity, so you can easily jump right into what you need to get done without having to navigate through all of the different menus. With the new homepage shortcuts, you can easily access your frequently visited features from the shortcut menu on the homepage.
If you have any questions or suggestions, please don't hesitate to contact us. We appreciate your feedback!
Giving more working flexibility to employees' schedules is a trend, but how should HRs administer it? At flair.hr, we have developed a solution for cases when employees' workload differs week by week or even when there are no repeatable patterns at all.
We called this the "Flexible workload model". To start working with it click "Add new workload" on the employee's page and select Flexible in a workload model field. Now you may set the schedule for one week or set a repeatable pattern of several weeks with varying working day lengths. If an employee's workload has no repeatable pattern - you may save the workload without any template and set the schedule manually later.
After you save the workload, a calendar view will appear with the patterns automatically applied. This calendar is open for editing and lets you consider the occasional updates that may happen to an employee's schedule.
We've also provided some tips that'll help to reduce your manual work even more.
Week templates. You can save any weekly schedule as a template and apply it to either the workload itself or to any week in the calendar.
Workload templates. If the schedule repeats for multiple employees, save the workload as a template and apply it within a click.
If you have any questions or suggestions, please don't hesitate to contact us. Thanks for using flair!
Too many absence categories in a list? No longer a problem. We have added a possibility to group any absence categories to make a list shorter and more organized.
HRs can do this on their Salesforce app in the Absence Settings:
Employees will see the grouped categories as follows:
As always, let us know if you have any questions or feedback. We're always happy to help!