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*NEW FEATURE* Untracked by Default Employee

As of Thursday 28 November 2024 Employee Profiles will now include a setting to mark individual employees as Tracked or Untracked by Default. This new feature provides organisations with the ability to hide employees who do not track time in Tātou from Reporting and Payroll.

Where to View and Manage

The item will be located in People → Employees → Employee Profile → Employment → Employee Details

Untracked by default info_25dp_999999_FILL1_wght400_GRAD0_opsz24.png close_25dp_BB271A_FILL1_wght600_GRAD0_opsz24.png

This Employee will appear in all Tracking and Pay Periods regardless of whether they have time tracked in

Untracked by default info_25dp_999999_FILL1_wght400_GRAD0_opsz24.png check_25dp_1E9D8D_FILL0_wght600_GRAD0_opsz24.png

This Employee will NOT appear in Tracking and Pay Periods, unless they have time tracked in Tātou

System Rollout

After release all employees both ACTIVE and INACTIVE will be have this feature set to OFF → close_25dp_BB271A_FILL1_wght600_GRAD0_opsz24.png ←

How to Update Employee Profiles

Organisations can then decide who should not be tracked and edit employee profiles by updating this setting using:

  • Individual Employee Profile Changes

    • People → Employees → Employee Profile → Employment → Employee Details → Untracked by default

  • Employee Bulk Import Feature

    • Run Employee Export

    • Edit value in untracked_by_default (column AT)

      • FALSE = close_25dp_BB271A_FILL1_wght600_GRAD0_opsz24.png

      • TRUE = check_25dp_1E9D8D_FILL0_wght600_GRAD0_opsz24.png

    • Bulk Import - remembering to format all date columns to YYYY-MM-DD, and switch the upload toggle to Update, not Skip Exisiting Employees

How Will This Affect You?

Since the release will occur on a Thursday, users whose Pay Periods DO NOT start on Thursday will not likely notice any changes to the Pay Periods or Reporting Features until the next Pay Period is created.

Pay Periods

All Employees who are NOT marked as Untracked by default → close_25dp_BB271A_FILL1_wght600_GRAD0_opsz24.png ← will appear in the new Pay Period

Reporting

Employees who ARE marked as Untracked by default → check_25dp_1E9D8D_FILL0_wght600_GRAD0_opsz24.png ← will NOT appear in Reporting tools UNLESS - they have time tracked in Tātou

Tātou Recommended Actions

After the release we recommend making any required changes before the next pay period is created to avoid confusion and make the most out of this new feature. Changes that may be required include:

  • Ensure ACTIVE employees are up to date, and any employees who have left for the season, or left all together are marked as INACTIVE.

  • Update Employee Profiles for any users who do not regularly track time in Tātou (e.g. Admin Staff, Managers, etc.), and mark them as Untracked by default → check_25dp_1E9D8D_FILL0_wght600_GRAD0_opsz24.png ←

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