Product Updates

Keep up to date with all of Rosterfy's latest enhancements with new updates released fortnightly. 

June 22 2021 - Rosterfy Product Updates

Below you will find all of our product updates for June 22nd 2021:

Release Notes

General

  • Admins will now be able to see an improved popup view for photos, which will allow for simplified editing and approvals.
  • A number of additional terms are now available to be translated into different languages as necessary, within Events.
  • Volunteers will now see a session expiry timeout warning, to mirror the same that exists within the Admin site.
  • Admins are now able to track the history by clicking on the circular options icon across many dashboards across the platform.
  • Admins can now prepare their site for translations before it is available in full to volunteers and/or staff.

Communications

  • An additional SMS provider is now available, Ooderoo.

Automations

  • Additional guidance language on the ‘Create Automation’ screen has been added for each task to explain how the trigger works.
  • Admins can now create an action to ‘email to email attribute’. This will pull a list of potential custom attribute values that have been set up as emails. This will add greater flexibility and functionality for Automations that require emails to go out to additional email addresses.

Reporting

  • Report extraction has been optimised, enabling this to happen more quickly and to also allow multiple reports to run concurrently. 

  • A cancel button has been added to the Reports module, where the ‘x’ button will allow admins to cancel reports.

Headcounts

  • Admins can now activate 'Waitlist' within our Headcount module,  which will allow admins to track a separate Waitlist status for role offers where needed.

Settings & Permissions

  • Admins are now able to configure specific custom attributes to be hidden from selected permission roles.

Technical Updates

  • 'Dorset' was missing as an avilable country in the UK - this has now been added.
  • Role offer filters in reporting should have been a dropdown value of role offer status values - rather than a free text field. This has been updated.
  • When an admin user was creating a Group without a rule the page was freezing. We have fixed this by adding a validation, where Admin users must add a rule, when the ‘auto update’ feature is used (i.e. an auto update option is selected).
  • The Rosterfy-Microsoft-Teams integration had an issue where the URL for the Teams meeting was not pulling through - this has been fixed.
  • The column ‘Date/Time Added’ for User Listings within the User module was incorrectly showing the UTC time, not the correct local timezone for the account. This has been
    updated.
  • The Submit Button will now be covered on the Admin site whenever it has been clicked once, and the spinning wheel of ‘action processing’ appears. This will avoid situations where the Submit button is accidentally hit multiple times.
May 28 2021 - Rosterfy Product Updates

Below you will find all of our product updates for May 28th 2021:

Release Notes

General

  • Admins can now add in a Google address API and have the address field auto complete. 
  • Accounts can be set up so that, for security purposes, Admins are only able to log in from a particular IP Address.
  • A User’s Checkpoint is now displayed on the User Profile Header. This will help Admins more clearly understand the status of a User while updating their profile.

Automations

  • Automations can now be triggered whenever a Candidate submits an ‘Expression of Interest’ form for an Event, from the Candidate Portal.

Reporting

  • Admins can now schedule a report to run and repeat, into the future. This can be accessed via the new ‘When?’ tab when updating or creating a new report.
May 18 2021 - Rosterfy Product Updates

Below you will find all of our product updates for May 18th 2021:

Release Notes

General

  • A confirmation page option is now available for all multi-page forms that previews candidates responses before submitting. 
  • Admins can now add Users to Subaccounts from a Parent Account with Checkpoint assigned. This can be completed individually or in bulk. 
  • Users can now request that their account is deleted. Admin approval can be added to this process. 
  • New 'quick update' User details pop up option for Admins.
  • Admins can now view 'rich text' view within their Account Branding.
  • Admins can now customize the terminology for ‘Expression of Interest’ and ‘Shift Application’.
  • Admins can now filter by 'Hours since Modified' within the User filter
Checkpoints & Automations
  • Admins now have the ability to bulk update Checkpoint Permissions.
Events & Shifts
  • Admins can now create Shift Types, which will be visible on the user portal.
Admin Portal
  • Admins can now sort columns in the Admin Portal in terms of order. 
Communications
  • Admins can now preview email templates from the list view. 
May 4 2021 - Rosterfy Product Updates

Below you will find all of our product updates for May 4th 2021:

Release Notes

General

  • Candidates now have a more streamlined option for updating their availability- visuals have been simplified.
  • Candidates can now see a list of all inventory items they have been allocated under the Rewards section.
  • Users can be emailed Shift Details from User Profile Page.
  • Importing options for an Attribute available in different languages.
  • Admins will now have additional options to create and update forms with an updated user interface, particularly using the drag and drop or arrows.
  • EOI and Complete Application form names can be renamed.
  • Admins will now receive a warning whenever they are doing any bulk updates across the Rosterfy platform.

Events & Shifts

  • Admins can now specify the order the shifts will appear to candidates, allowing them to promote specific shifts. 
  • New column options in Shift User List view.
  • Admins will now see an alert when the amount of Shift Leaders on a Shift is already filled, when assigning an additional Shift Leader.
  • Minor update to Shifts List ordering.

Reporting

  • Admins can now reports on what training candidates have completed.

Integrations

  • Admins can now integrate and synchronise their candidate data with Microsoft Dynamics.
April 19 2021 - Rosterfy Product Updates

Below you will find all of our product updates for April 19th 2021:

Release Notes

General
  • New Automation- Admin Console request on candidate list task allows the admin user to manually apply actions on the user listing.
  • New Automation- User joins sub account task will allow user when they join a subaccount to have an Automation action.
  • Admin users can now copy permission roles to multiple accounts.
  • Address attributes can be filtered on country, region, city and postcode.
  • Subaccounts can now add attributes to Parent account attribute categories.
  • When viewing tabs within a form there will be a reminder to save unsaved forms.
  • A partial search can be done by users when selecting options for dropdown (select one) attributes.
  • Date attributes can now be completed by a user typing numbers or selecting from the calendar icon.
  • Shortcuts (breadcrumb links) will always be visible at the top of the page.
  • Checkpoints can now define which subaccounts a user can see.
  • Account settings will define whether all account levels are visible.
  • When setting auto update group rules OR logic can be applied.

Events

  • New dashboard widgets to allow admin users to quickly report on event/event shift attribute counts.
  • Event listing columns can now be reordered.
  • When in a listing view admin users can click back to go to last viewed page.
  • Event Shift scheduled start (shift reminder) will trigger before or after the shift scheduled start to assist with No shows.
  • Minimum shift can now be set in Event settings.
  • Event Timesheets bulk update can trigger reward assignment.

Headcount planning

  • New automation- Role offer- Assign can be trigggered when a status for a role offer user has been assigned.
  • Account setting can be used to set the maximum number of roles per user.

Communications

  • File listing that are opened will now open in another tab automatically.

Integrations

  • Users can be sync'd with Mailchimp to send marketing email campaigns.
April 06 2021 - Rosterfy Product Updates

Below you will find all of our product updates for April 6th 2021:

General
  • A new attribute can be created to allow a digital signature to be completed in forms
  • A deleted user widget can be added to the user dashboard within a specific time period
  • Add a filter to system attribute source lists to remove any options that should bot be selected
  • Admin users can now download or copy the url for files directly from listings

Reward and Recognition

  • A serial number can be added to inventory items automatically or at checkin
  • Multiple users can be assign to a single item simultaneously
March 22 2021 - Rosterfy Product Updates

Below you will find all of our product updates for March 22nd 2021:

General
  • All subaccounts that a user has joined are now visible in the admin portal
  • A background check can be initiated from an automation action.
  • Attribute visibility can now use enhanced rules such "is one of".
  • Admin users can now name automation actions to be more specific

Event

  • Admin users can now view the Event listing in a calendar format
  • Users with the "Is team leader" permission can view the capacity of team leader shifts

Communication

  • Admin users can now see a progress bar when sending Email, SMS and Notifications

Integration

  • Microsoft Teams integration that will allow the generation of meeting URL along with shifts
March 8 2021 - Rosterfy Product Updates

Below you will find all of our product updates for March 8 2021:

General
  • Registration form allows for the phone number to be optional
  • Import errors will now be sent with a .xlsx file type and not .csv

Event

  • An event can be declared virtual not require a location address
  • When applying to a shift a user will be shown the reason they cannot apply.

Communication

  • Communication has been optimised and redesign

Integrations

  • Admins can now configure SSO to create users if they do not already exist
  • Admins can now enable a login with SSO button which will display on the login page
February 23 2021 - Rosterfy Product Updates

Below you will find all of our product updates for February 23rd 2021:

Release Notes

General
  • Admins can now create automations which delete candidates
  • Admins can now create automations which emails shift leaders
  • Admins can now define durations in weeks across the system
  • Admins can now sort reports on a specific attribute
  • Admins can now invite candidates into multiple groups 
  • Admins can now define auto-scheduling rules in user types
  • Admins can now create certificates with different fonts
  • Admins can now filter shifts on whether or not the demand has been fulfilled

Events

  • Admins can now filter events and shifts on how many hours until the start time
February 8 2021 - Rosterfy Product Updates

Events

  • Admins can now filter events and shifts on how many hours until the start time
January 25 2021 - Rosterfy Product Updates

Below you will find all of our product updates for January 25th 2021:

Release Notes

General

  • When deleting an account users can be prompted to complete a form. Any deleted users are displayed within a Deleted User report.
  • Admin users can perform bulk actions within the group lists.
  • Admin users can perform more bulk actions in the group user list.
  • Added Lithuanian and Russian system terms translations.
  • Admin user can remove users that have joined a sub account.

Communication

  • Customised branding based by email instead of accounts.

Event

  • Shift Patterns - Template shifts can be used to create the same shift from a start and end date.
  • When a event shift is full, users can now be added to a waitlist with a predefined user limit.
  • Admin users can now define the portal sidebar order.
  • Admin users can now use an event shift form to be completed before a user is allowed to checkin.
  • Admin users can use the Shift list to see all shift on a specific day.
  • Admin users can now see a breakdown of custom shift statuses.
  • New accounts will have a default shift reminder 24 hours before a shift.

Reports

  • Middle name is now visible in user list and can be added to all user attribute reports.

January 11 2021 - Rosterfy Product Updates
Below you will find all of our product updates for January 11th 2021:
 
General
  • View and manage a candidates availability from their user profile
  • Add a minimum candidate age to event applications
  • Admin console forms have been simplified to display information in tabs
Event
  • Event and Shift addresses now open in mobile maps application
  • "Event history" term can now be customised in phrases

 

December 15 2020 - Rosterfy Product Updates

Below you will find all of our product updates for December 15th 2020:
 
General
  • The organization settings will now allow a admin user to define countries where registration can be accepted. 
  • Arabic translations have been added to system attributes and text.
  • Forms and roles offers now have the ability to expire after a specific number of days of being open. 
  • The cookie acceptance banner can be enabled within the Organisation User settings.
  • The Date of Birth by default is mandatory but can be made optional within the User Organisation settings.
  • Country select defaults to account default locale
  • Preview registration forms
Event
  • Shift listing for admin checkin
  • Set availability by calendar
Communications
  • Contact center notification can be replied to sender
Integrations
  • Volunteer verification with Background check (US Only)

 

November 30 2020 - Rosterfy Product Updates

Below you will find all of our product updates for November 30th, 2020:

Release Notes

General
  • Organise the portal profile page by adding tabs on the profile from the content.
  • Once the tabs are added this will organise attributes into each tab.
  • Create address attribute type to add following questions or restrict the country selection with Advance validation.
  • A system attribute that calculates the age based on date of birth entered. Age is available within columns, filters, groups and reports.
  • Copy across account function Checkpoints, communication templates and training can now be copied from the Parent (main) account to a sub account. When copying you can select the location of the copy when you have multiple accounts. Copying must be initiated from the Actions button while editing.
Event
  • On the Event settings you can now allow for the shift demand to be visible on application. This will provide visibility of shifts that are available to be applied for.
  • You can now promote events to make it easier for users to apply for events directly from the portal dashboard.
  • Shift patterns allows you to create templates for recurring shifts to quickly create them based up on that template. The pattern can then be used from the Actions button to create identical shifts within a defined period.
  • On the Event listing page there is now Apply button to allow Users to quickly apply for Events from the Portal dashboard. Apply button disregards if there is a Expression of Interest form added.
Training
  • Admin users can create a Training User Form and generate a URL for training which will allow for users to complete training modules without creating an account or setting up a profile.
  • After training has been completed there can be a score given for correct answers and recorded on the Training user list
  • Another advanced training setting to remove the ability to retake the training after completion. Removing the retake ability makes the training into a quiz.
Headcount
  • When a role offer is created there is the option to calculate the demand that is required for the role based on a formula.

 

November 16 2020 - Rosterfy Product Updates

Below you will find all of our product updates for November 16th, 2020:
General
  • After a user is imported they can be simultaneously sent an invitation/welcome email from the user list
  • All listings now have a horizontal scrollbar to allow for additional columns
Event
  • Certificates can now be assigned by automation, manually on the profile or in bulk for the user list
  • New Event setting to display all users that have applied to an event
  • Expression of interest form and event feedback now can be used in Form process automations
Reporting
  • Subaccount reports can display a user checkpoint from all accounts

 

November 2 2020 - Rosterfy Product Updates

 
 
 
 
 
 
 

 

Below you will find all of our product updates for November 2nd, 2020:

Release Video

Release Note

General

New Module – Headcount

  • The new module headcount planning is to assist in organising your users that you are ready to make a role offer. The module contains:
  • Functional area- A Functional area is an organizational unit for a number of related job titles
  • Job title- The role that the volunteer can perform.
  • Location- The place the role which could be the city or country.
  • Venue - The stadium or facility of the role .
  • Role offer- An overview of the job titles that have been offered based on the Job title, location and venue 

New Rule Logic AND/OR on Listing

  • When creating a filter on the listing you can now use an AND logic and OR logic within the filter to give your search more flexibility 

Portal Content added from Checkpoint

  • As part of the user journey and creating a checkpoint, you are now able to go directly to the checkpoints respective portal dashboard to design what user see. Dates exported in standard format. All dates and times that are exported from a listing are in a format that allows for re-import. 
  • This is to speed up any bulk changes that need to be done via data import.
Users
Custom User Journey Invitations
  • When sending an invitation, you are able to select a specific registration form, user type and checkpoint to be created at account creation. This is useful for creating different user type.
Additional System Translations
  • Translations that are currently on the system are English (US), English (UK), English (AU), English (BB), Spanish (ES), Dutch (NL), German (DE). The update further customises the local phrases, so if using English (UK)  you see county instead of state for example.
Approve/Manage Profile Picture in User Listing
  • Profile pictures that are available in user or group user listing can now be edited. Once edited you can manage the profile picture verification or edit the picture.
Event

Check In/Out at Shift User Listing

  • The shift user listing now contains a button to checkin and check out a user to add flexibility to the admin checkin process.

Team Leader Mode Always Available for Admin

  • Admin user with the Event/Shift permission can automatically go into leader mode to view events and checkin users.

Default Shift Feedback for Organisation

  • The shift feedback form can now be added by default on the account level within the Event on the Organisation setting. Once added it will apply automatically to all created Events.
Integrations
OpenID Single Sign-On
  • Open id SSO is now possible to allow for a simple way for an organisation to securely implement single sign on 

 

October 6 2020 - Rosterfy Product Updates

 
 
 
 
 
 
 
 
Below you will find all of our product updates for October 6th, 2020:
General
  • Admin users are able to apply a filter to checkpoints to assist with demonstrating the user journey
  • Admin user can now copy attributes and copy forms to speed up bulk creation
  • Admin users when creating and attribute can now apply them straight into forms
  • Admin users can now use "Save & Create Another" when creating Event shifts, Inviting users, Role offers, Invitations, Training steps and User Types
Events
  • Shift information attributes have been updated, so that admin users can use styling and the shift information button has been made clearer

 

September 21 2020 - Rosterfy Product Updates

 
 
 
 
 

 

Below you will find all of our product updates for September 21st, 2020:
General
  • Admin users are able to apply a filter to checkpoints to assist with demonstrating the user journey
  • Admin user can now copy attributes and copy forms to speed up bulk creation
  • Admin users when creating and attribute can now apply them straight into forms
  • Admin users can now use "Save & Create Another" when creating Event shifts, Inviting users, Role offers, Invitations, Training steps and User Types
Events
  • Shift information attributes have been updated, so that admin users can use styling and the shift information button has been made clearer

 

September 7 2020 - Rosterfy Product Updates

Below you will find all of our product updates for September 7th, 2020:
General
  • Improved auto group rule functionality to be more clearer for using "Equal to" or "Is one of"
  • Right-to-left language support for Arabic locale
  • German and Dutch system translations
  • Interface improvements for admin bulk actions
Communication
  • Admin users can now archive uploaded files
  • Admin users can archive email, SMS and notification templates
Role Offer
  • Admin users can now archive role offers
Training
  • Admin users can now bulk import user training completion status
  • Admin users can now bulk import to remove users from training
Reward and Recognition
  • Admin users can now archive inventory items
Event
  • Admin users can paginate in schedule view
  • Admin users can now perform bulk actions from the Shift Scheduling View

 

August 21 2020 - Rosterfy Product Updates

 
 
 
 
 

 

 

Below you will find all of our product updates for August 21st, 2020:
General
  • Admin users and Users can now log into the system using a single-sign-on provider
  • Admin users can now see if a users/admin user has 2FA enabled for their login
  • Admin users and Users will now be locked out of the system if they fail to enter the correct credentials too many times in a row
  • Advanced permission roles to limit an admin users to specific filtered Events / Shifts / Users (Horizontal permissions)
  • System wide updates to further improve multi-language capabilities
Users
  • Admin users can now bulk import users to groups
  • Admin users can now more simply invite Users into a specific group / checkpoint / user type
Role Offer
  • Admin users can use Actions button to bulk update role offer information
  • Admin users can use Actions button to import users to role offers
Training
  • Admin users can use Actions button to bulk update training information
  • Admin users can use Actions button to bulk import users into training
Event
  • Admin users can use Actions button to initiate Automated Rostering (Rosterythm) based on Role offer or Group users
  • Admin users can use Actions button to bulk import users to shifts
  • Schedule view now has additional buttons to add users from an advanced search and create a shift

 

August 3 2020 - Rosterfy Product Updates

Below you will find all of our product updates for August 3rd, 2020:
General
  • Admin users can now filter the attribute listing
Event
  • Admin users can add an event expression of interest form using an Event interaction form
  • Admin users can now make an event public which will allow anyone to view event information and begin their application and account creation
Users
  • Admin users can now filter User listings by role offer status
  • Admin users can now add form field hints and messages into User forms
Communications
  • Admin users can now add merge tags into portal content
Role Offer
  • Admin users can bulk import of role offers using .csv, .xls and .xlsx file types
  • Admin users can bulk import of candidates into role offers using .csv, .xls and .xlsx file types
Reward and Recognition
  • Reward points module is now available - allowing Users to generate points on Shifts or by manual assignment. These can be traded for any items that are marked as redeemable
Report 
  • Admin users can now report on the amount of time a candidate actually spent working on shifts
  • Admin users can now report on the amount of time a candidate spent on breaks
Integration

 

July 20 2020 - Rosterfy Product Updates

Below you will find all of our product updates for July 20th 2020:
 
Billing
  • Admin users can now access a new billing module to setup automated account payments to Rosterfy.
User
  • Admin users can now use a system attribute  training completed in a filter.
Portal
  • Users can view the event listing as a map view.
Events
  • Admin users can now use advanced filters to filter the event listing.
  • Admin users can now create post shift forms to be completed by candidates.

 

July 6 2020 - Rosterfy Product Updates

Below you will find all of our product updates for July 6th, 2020:
General
  • Admin users can create advanced filters in the email history.
  • Admin users can create advanced filters for reporting.
  • Admin users can set default form labels for attributes.
  • Updated Create, Read, Update and Delete for all modules.
User
  • Admin users can filter by the user's type.
Portal
  • Event grid list view is now the default instead of the list view.
Shift
  • Admin users can view the shift listing in an easier to use schedule view to click/drag shift assignment.
Communications
  • Admin users can now add buttons into emails.
Inventory
  • Admin users can select either a system icon or an uploaded image for inventory items.

 

June 23 2020 - Rosterfy Product Updates

Below you will find all of our product updates for June 23rd, 2020:
General
  • Admin users will get a log out alert after being idle for 30 minutes. This can be overridden by the checking the "Remember me" when logging in.
  • New integrations module for 3rd party integrations
  • Admin modules have been reorganised for easier access and use
  • Admin console actions has been improved
  • Admin users can now drag and drop any users from an advanced search into a group
  • Admin users can create groups using an import
Users
  • Admin user in the user list can filter by permission roles
  • Admin users can import phone numbers without a country code. The phone number will assume account country if missing
  • Admin users do not need to user the attribute id when generating the group rule
  • Admin users can use user type to select a profile
  • User types can be assigned with automations
Event
  • Admin users can copy an event without copying shift
  • Portal events can be displayed in a tiled view with additional event detail
Shift
  • New shifts will default to the event timezone
  • Team leader can only perform checkin in leader mode 24 hours before a shift
Communication
  • An email delivery dashboard widget shows the delivery status of job by date
  • Email history displays opens and clicks
Report
  • Email recipient job report has Open and clicks as an available column
  • Two new user dashboards for training
    • Training activity displays training taken by day
    • Training completion displays total completed training

 

June 9 2020- Rosterfy Product Updates

Below you will find all of our product updates for June 9th, 2020:
General
  • New onboarding setup guide for admin users.
  • Admin users can now use an advanced User sidebar search on every page .
  • Updated multiselect entity type, so that option can be searched for as well as manually selecting.
  • Attribute categories can now be created within the Attribute section.
  • .xls, xlsx and .csv are now supported file types.
  • Large video, SCORM and .zip file types can now be upload to File module.
Inventory
  • Inventory items can be assigned via an automation Action.
  • Item expiration interface can be defined by days, hours and minutes.
Shift
  • Users can now confirm/reject all shifts using 2 new merge links:
    *|event_confirmation_link|*
    *|event_reject_link|*
  • Group users are now able to be assigned to shifts with option for any additional users to be automatically added.
Training
  • Admin users can archive training, so that it does not display on the training list . Any users that have already completed the training will still see the training on their Portal.
Report
  • 3 additional user dashboards can now be created to show segmentation of the user database. The system attributes,
    Year of birth (Date of birth attribute), Region and Country can now be display as  a count graph on the Account User dashboard.
  • Attended hours is now a column available to show the total hours of shift attendance.