Product Updates

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

November 30 - Rosterfy Product Updates

Below you will find all of our product updates for November 30 2021:

Release Notes

General

  • Admins can now access a new Group Leader Module. Groups will be getting an upgrade to allow the admin user to add any user as a Group Leader, which will be highlighted with a star. Group Leaders will have the ability to export, view and invite anyone that is within their Group. In addition to this, Admin user can customise in the organisation portal settings to control what user attribute information is displayed to the group leader.

  • Admins will now see a message displayed in all tables to highlight whenever a filter has been applied, the number of filters, and an easy option to clear all filters. This will make it more obvious when there are filters applied, and also easier to simply clear all of them.

  • Admins can now setup 'prefill values' within Permission Roles. This will auto-prefill values whenever encountered across creating various areas of the system, which will save Admins significant time when a particular value is always the same.
  • Admins can now ‘Save & Create Another’ across multiple pages on the Admin Site. This will allow Admins to more seamlessly create multiple manual items in one session without having to click back into the same ‘create’ page. This applies to:
    • Files
    • Groups
    • Training
    • News
    • Notifications, emails and SMS templates
    • Automations and Automation Actions
    • Payroll Rules
    • Permission Roles
    • Branding
    • Weblinks
  • Admins are now able to perform the action to Bulk Archive Groups that are selected on the Groups page list. This will save Admins time from individually archiving Groups manually.
  • Admins will now see an improved UI update across the platform, wherever there is the option to add users. This is a better experience for admins to easily pick and choose users to add into the desired list. They can be added with a simple drag and drop. This has been included across:

    • Role Offers and Role Offer Functional Areas
    • Training
    • Groups
    • Shifts
    • Inventory
    • Permissions
    • Timesheets
    • Communications

Events & Shifts

  • For Volunteers/Staff applying for shifts in the Candidate Portal, the ‘Apply’ button has been made much more prominent. This is following feedback that at times Volunteers/Staff may mistake the selection of shifts for application, and then forget to apply.

  • Admins are now able to set a Minimum Age Per Shift restriction. This can be done by both Years and Months. Previously this was available at the Event level, and from customer feedback we have added it to the Shift level also. 
  • For Users, Shifts now have clear details on the Schedule View with the Weekday and Date clearly displayed. This will help Users clearly understand and differentiate between different shifts that may look and be titled similarly, but are on different days.

Headcount

  • There have been two improvements to pre-assignment matrix based on feedback from clients. Firstly, you can configure on role offer to include in the pre assignment process which is important if you have already pre-assigned users to a role. Secondly, once preassignment has started you will get a system progress bar and confirmation that is has completed.

Integrations

  • An integration has been completed  with Loqate it will show additional address information. Loqate is a platform used for address verification. 

November 9 - Rosterfy Product Updates

Below you will find all of our product updates for November 9 2021:

Release Notes

General

  • Admins can now across multiple tabs using User Types instead of User List.

  • Following a recent release where Admins are able to set up ‘My Journey’ visualisations of Checkpoint Types in the Candidate portal, we have a small addition; Admins are now able to customise the term ‘My Journey’ to whatever other suitable term works.

  • Admins can now add icons to your volunteer journey pathway. You can use any icons found from our icon supplier at ‘Font Awesome
  • Admins can now add users to different parts of the system so that you can make more refined searches for the best volunteers/staff. When you try to add a user. the following modules will now be taken to a side bar:
    • Training-User
    • Group-User
    • Inventory-User
    • Role Offer-User
    • Shift-User
    • Communications Recipients

Events & Shifts

  • Volunteers and staff can now filter via Shift Type to allow them to see and access Shifts they're interested in more clearly.
  • Volunteers and staff are now able to download a PDF of their Shifts, which will extract as a calendar-view-week.
  • Admins are now able to Import both Events and Shifts with both Settings selected. This will significantly increase the ease and speed of mass importing Events and/or Shifts.

  • Where Shifts appear in User Profiles and have time-stamps, these will display the Shift-specific-local-time and also the timezone (if this differs to the Admin’s timezone). 
  • Admins can now report and view per event the number of hours that a user has been scheduled for. This can viewed on both the event-user list and on the users profile page.

  • Admins can now add more detailed restrictions by user type to both hours a user can be scheduled per day and per week. When you combine this with the minimum gap between shifts, you get quite flexible options to schedule your workforce.

Headcount

  • Admins will now be able to quickly change the Status of a User’s Role Offer. This will enable an easier and faster way of updating Role Offer Statuses.

Training

  • Admins can now filter by ‘Completed all training’. This can then be used as an automation rule, so when training is complete, you can check ALL training is complete before moving someone to a new action.

October 19 - Rosterfy Product Updates

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

Release Notes

General

  • Admins can now track and average user rating for their workforce. This can be turned on, to track a 5-star User Rating for three areas, where a rating (out of 5) is given including:
    • Events
    • Shifts (within an Event)
    • and Roles
  • Admins are now able to control a new sub-feature of ‘Checkpoint type’ - this will automatically be shown for workforce in their Portal Dashboard, where their 'Journey with your Organisation' can be better visualised.
  • A number of smaller accessibility updates have been made across the platform, which will help improve accessibility.

Integrations

  • Admins will be able to set up an Integration link with ZeroOne.
  • Admins will be able to set up an Integration link with Wiz Team Accreditation.

Events & Shifts

  • Admins are now able to set up minimum numbers of Shifts, of a Shift Type, to be applied for in a Shift Application action by Volunteers/Staff. Admins will be able to set a restriction, so that when workforce try to apply for Shifts within the Event, at least x minimum number of Shifts of a particular Shift type, must be applied for.

Headcount

  • Admins can now access a new Preassignment functionality, within our Headcount Module. Within each Role Offer there is now a ‘Criteria’ tab, where different rules can be set, either for the Role Offer as a whole or a Gold, Silver or Bronze ranking.

  • Admins are now able to see all Role Offer Users in one view, across all listings. This will enable an ease of viewing all Users in one view and also actions such as sending Communications, or exporting to Excel/CSV.

Payroll

  • Admins are now able to prioritise the order of Payroll Award Rules. Previously the highest rate (in payment value) was always taken. Now, noting that there are situations where more hours may result in not necessarily higher pay rates, we have allowed for Payroll Rules to be drag and dropped into different orders, the highest on the list being the highest priority, descending downwards vertically.
  • Payroll Payrun reports will now show the date and time a Candidate worked on a shift, based on the timezone of the locale and Event/Candidate’s timezone.

October 5 - Rosterfy Product Updates

Below you will find all of our product updates for October 5 2021:

Release Notes

General

  • Admins can now control the unit of measurement for distance. This will affect the ‘Events Near Me’ functionality for candidates in their portal, when selecting shifts/events.

  • The platform timeout time has increased from 30 minutes to 45 minutes. This will allow Candidates and Admins additional time before timeout logout limits are hit (for shifts such as Interviews).

  • Users will now be able to see a more visual monthly calendar view, which should be easier to select start and end dates in the portal.
  • Admins can now 'export' up to 2,000 values. If more than 250 values are exported, a progress bar will appear. Anything larger than 2,000 should be exported via a report.

  • Admins will now have the options to build ‘Days Since Greater Than/Less Than’ into Forms. This will help with minimum age requirements etc.

Events & Shifts

  • Auto-rostering has been improved. In recent months we had added a new toggle when setting up auto-roster to skip people who already have shift.

Headcount

  • When Role Offers expire, there is now a new Automation Trigger. Admins will be able to set up automations to action when this occurs
  • Admins will now see 'Job Titles' and 'Venues' as new additions to our Headcount navigation options, allowing more ease of access to Admins to these areas.
  • The Role Offer list within our Headcount module now has two additional column options for Admins; 'Functional Area Type' and 'Location Type', of each Role Offer listed.
  • Descriptions have been added for 'Job Titles' and 'Venues'. These mean that Admins will be able to more easily include these descriptions without needing to repeatedly display them on every single Role Offer.
  • In the Create Role Offer page, the details of the page are saved when ‘Save & Create Another’ is clicked, so that it is faster for Admins creating similar Role Offers manually.

  • Admins will now be able to set and Adjust a ‘Confidence Level’ % on all Role Offers. This will allow Admins to control the amount of offers that are made, out of a % of demand.
  • Admins are now able to edit all the fields within the ‘Demand’ category of a Role Offer, without having to check the Calculate Demand checkbox. All the data relevant here will be able to be tracked and reported on, without actually needing to use the Demand functionality.

  • Admins now are able to see the Total and Net demand for Venue, Job and Location lists. These values no longer need to be pulled out of reports to be seen.

September 14 - Rosterfy Product Updates

Below you will find all of our product updates for September 14th 2021:

Release Notes
 General
  • The QR code merge tag within email templates on Rosterfy, has been amended so that the size is now more mobile friendly (240x240 pixels)

  • Admins can now automatically align text more easily on certificates with the addition of snap-to gridlines. 

  • Users will now see the name of the associated event included in the certificate file name, when downloaded.
  • User Sign-Up, and Check-In dashboard widgets now have date fields that can be updated/selected, which allow data to update dynamically.

  • Admins can now update statuses via a dropdown. This is available for the role offer user list, event-shift-user list, and user updates.
  • Admins now are able to set up a minimum date of birth, or age, within Events. This will enable restrictions on age to be set to applicants to any shifts within a particular event.
  • Admins can now enjoy a number of back end infrastructure updates, which will see improvements to system performance across:
    • Sending Emails
    • Running Reports
    • Bulk Updates within the Admin site

Forms

  • Admins can now add ‘Is one of’ as a multi-field question response.

Headcount

  • When a Background Check status is updated (i.e when the Background Check updates/ is complete) automation actions including email notifications may now be configured to run off a new automation trigger. 
  • Admins can now export the list of users under a Role Offer within the Headcount Module and Role Offer User Lists

Payroll

  • Admins can now set up 3 new Hourly Rate Payroll Rules, under Payroll Awards. These include:
    • Overtime - Same as prior Overtime rates, but you can add more than one. i.e. after 8 hours rate A, then after 12 hours rate B
    • Time of Day - Based on the time of day between two values you can define
    • Day of Week - Based on the day of the week (0000h - 2359h) that the time is in

Integrations

  • Admins can now integrate their Hubspot CRM with Rosterfy. 
August 24 - Rosterfy Product Updates

Below you will find all of our product updates for August 24th 2021:

Release Notes
Automations
  • For Admins, any Checkpoint now has a new tab, ‘Actions’, where the 3 Deactivation Tasks can now be actioned by any Checkpoint. As per the screenshot below, ‘Remove From Groups’, ‘Remove From Role Offers’ and ‘Remove From Future Shifts’ can be used in any combination. You can reach this by Update or Creating a Checkpoint.

  • Admins who are using the Automatic Rostering function, can now opt to skip Users who are already rostered onto Shifts within this Event.

Events & Shifts

  • We have added a number of options for new mail merge tags, that include a Shift Confirmation, Shift Reject and Shift Check-In link.
  • Users can now add a shift to their own calendar from within their portal. Under any shift info in the portal, you will now see a ‘add to calendar’ button. Google, outlook and apple calendar are all supported. 

Headcount

  • Admins can now bulk update the Status of Functional Area Users. This will significantly improve the speed of updating in bulk. This can be found in the Functional Area Users list within the Headcount module.

  • The Bulk Import of Role Offers has been enhanced so that all data fields are able to be imported now.
  • Admins deleting Role Offers with Users still assigned, will be given a warning message prior to continuing.
  • Admins who don't approve Role Offers (this can be done by hitting the red X button) will see the Role Offer automatically move to a ‘Not Approved’ Status.
  • Users who have completed a role, can now access a feedback form in the portal. This can be used to provide an opportunity to upload data or ask the user questions based on the role.

August 3 - Rosterfy Product Updates

Below you will find all of our product updates for August 3rd 2021:

Release Notes
General
  • Admins who now have Single-Sign-On (SSO) enabled, will see that on their login page functions that are not relevant, primarily password and ‘forgotten your password?’ fields have been disabled.

  • A number of improvements have been made in how the Rosterfy platform performs scheduled tasks, to reduce the delay in when they are expected. These improvements include:

    • Shift reminder emails - will run on 15 min intervals (the longest delay will be 14 mins)
    • Scheduled Reports - will run on 15 min intervals (the longest delay will be 14 mins)
    • Scheduled Communications - will run on 5 min intervals (the longest delay will be 5 mins)

Automations

  • Admins can now access a new Automation trigger - ‘User - Date Reminder’. This will allow Admins to build out Date Reminder automations against any User Attributes that are date fields. This means that Automations can be built off dates - e.g. sending a happy birthday email to all your Users whenever it is their Date of Birth, etc.

Events & Shifts

  • Shifts are now able to be browsable by the public, i.e. people do not have to have a Rosterfy account to be able to see open shifts. They will still however be required to register with an account to actually ultimately apply or be placed onto a shift. 

  • A Quick Update has been added to Shift List. This will enable Admins to more quickly update the details of a Shift on the Shift List, and also easily click Next to move onto the next shift.
  • Admins will now see an additional warning whenever Shifts are being deleted, either manually or from Bulk Actions, so that Admins are aware of Shifts that are being deleted which are active with Users assigned.
  • Admins are now able to easily bulk-update shifts via a User profile, for faster updates applying onto a single User, via their profile.
  • Admins can now cancel a shift without deleting it from the system with the option to ‘cancel’ a shift. Cancelling a shift also prompt you to send a notification (email) to the users that are scheduled onto the shift. You can choose to cancel a shift and not notify the users.

  • Admins can now limit a shift to many role offers. This means in your shift update, visibility tab, it is now a multi select to share the shift with users of many roles. This could be helpful if you have a training session that requires people from many roles to attend.

Communications

  • Large groups of emails will be split automatically into smaller jobs, which will help Admins run larger groups of emails. Large groups of emails will be split into batches of 1000 and run separately.

Headcount

  • A number of additional improvements to the Role Offer, with a number of additional bulk-update actions available to admins. Admins are now able to:
    • Trigger “Admin console type” Automations (selectable via the drop down, see second screenshot below)
    • Change the Role Offer user status to another status
    • Complete the above two actions simultaneously
    • Trigger Role Offer type automations (i.e. automations set up to trigger based on Role Offer status updates - these would normally trigger if action was performed manually)
July 13 - Rosterfy Product Updates

Below you will find all of our product updates for July 13th 2021:

Release Notes

General

  • Admins can now access a 'quick search’ functionality across all dashboards on the platform. This will allow Admins to more quickly search for and receive basic information including user ID, name and any other attributes that have been tagged as 'quick search'.
  • Typeable time entry is now available across the platform.
  • A visual update only, all multi-page forms for volunteers/ staff will now show a progress bar at the top of the form.
  • Edit history that was recently included across the platform, has been improved so that it now shows additional details of the edit including the user who actioned it, the prior (original) data entry, as well as still date/time stamp and data edits.
  • The user’s checkpoint at the top of a profile (viewable on the Admin site) has been updated to reflect the admins account’s secondary colour.
  • The user’s checkpoint at the top of a profile (viewable on the Admin site) has been updated to reflect the admins account’s secondary colour.
  • Across the Rosterfy platform wherever there are popups, the 'Yes' button is now auto focused, which means that Admins can now press the ‘Enter’ key to complete these tasks.
  • A Reference Check module has been created, where Reference Checks can now be managed by Admins. This can be set up in the integrations section of Settings if it is enabled for you.
  • An integration has been built with Fetchify, which you will need a separate API key for. This will help ensure postcode data captured in the system is 100% accurate - only available for users in the UK. 

Communications

  • Admins are now able to set up an integration with SendinBlue, a digital marketing and communications tool. User data from Rosterfy can be integrated to be sent to SendinBlue.
  • Admins are now able to set up ‘Email Template Categories’. This is an easier way to group and categorise your different email templates, if you have a large number of them.

Candidate Portal

  • If this feature has been turned on for an Event (in Event > Settings), a user now has the option to 'Edit' or Cancel' their Expression of Interest form.

Headcount

  • Admins are now able to make updates to Role Offers in bulk from the Role Offers list view.

Events & Shifts

  • An ‘Events Near Me’ functionality has been added for volunteers and staff in the Candidate Portal, which allows you to search via an address, location, postcode, etc., and filter for Events within a certain geographical radius of it.
  • Bulk update of shifts is now available from the shift list (i.e. where all shifts across all events are shown).
  • Shift Leaders are now able to use a QR code scanner to bring up volunteer/ staff profiles to manually check them in.
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.