X9.4 Release Notes - January 2024

9.4 - New Enhancements in Reports

Members Employment Work Status Report

In the Member Employment Work Status Report:

  • The Member ID and Mobile fields are added
  • The DOE field is renamed to Hire Date

To generate this report:

  • Click Reports → Recruitment Reports → Member Employment Work Status

  • Select the Relationship Office and other required details

  • Click Report. You will now see these new/ updated fields included in the report output

MembersEmploymentWork StatusReportNew

  • In the downloaded Excel Report, Job Source Board, and How did you hear about us fields are added, and DOE is renamed as Hire Date

Note that the ‘Job Source Board’ and ‘How did you hear about us?’ details are shown only when the Members Employed option is selected in the report. 

Members Employment Work Status ReportNew


Training and Health Check Reports

Starting in version 9.4, the Training Report and Health Check Report will no longer be available in the Member Reports of the Staff Portal.

Training and Health Check Reports

 

Member Detail Report

In the Member Detail Report, the Terminated Date field is added to the report output. This field populates the logged termination date of all the terminated members.

To generate the Member Detail Report:

  • Click Reports → Member Reports → Members Detail Report

  • Select the Office and other required details

  • Click Export Members Report to Excel to download it to your device

Member Detail Report-1


Talent Search

In the Talent Search page, you can now search by lead source. A new filter called ‘How did you hear about us?’ is now available. This field uses the response provided by the Applicant at the onboarding stage.

You can now export your Talent Search results into an Excel spreadsheet. Simply click Export to Excel as shown in the figure below.

Talent Search 1

 

On clicking Export to Excel, the report will download to your device. The following fields will be included in this report: ID, First Name, Last Name, Industry, Qualification, Suburb, Current Status, Job Source, and CV Parsed.

Talent Search 2

 

Current Booking Report

In the Current Booking Report, a new Booking Hour field has been introduced. The Booking Hour fetches the total booking hours for the shift and is calculated based on the formula → 'End time - Start time = Booking Hours' in the report.

Current Booking Report 1

 

As long as the Booking Hour field is selected when building this report, you will be able to see the booking hours per shift, total booking hours for the selected offices, and combined total booking hours for all the offices as shown in the figure below.

Current Booking Report 2

 

Job Applied Source Report

In the Job Applied Source Report:

  1. A new field How did you hear about us? is added. This field will display the response provided by the applicant during their onboarding
  2. Job Applied From field is renamed to Job Source

Job Applied Source Report-1

 

Reports In Staff Portal

In version 9.4, a variety of enhancements can be found in the following reports to improve the efficiency and retrieve data more swiftly and efficiently: 

  • Member Details Report
  • Client Compliance Report
  • Shift Booking Report
  • NDIS Claim Report
  • Daily Shifts Status Report
  • Employee Verified Shifts Summary Report
  • Job applied Source Report
  • Member Employment Work Status Report
  • Allocations Performance Report
  • Availability Member Status Report
  • Applicants Detail Report
  • Member Document Expiry Date
  • Booked Members Documents Details
  • Print Employee Timesheet

In the below reports, the date range is now pre-filled with a default range. Users can still modify the date range as per their requirements:

  1. Applicant Detail Report

  2. Client Compliance Report

  3. Availability Member Status Report

  4. Booking Hours and Variation Report

  5. Employee Hours Summary Report

  6. NDIS Claim Report

  7. Print Employee Time Sheet