Tanda Blog: Product Updates

Emerson Domingo

4 December 2019    |   

There is a pattern consistent in most industries. Companies that succeed are ones where frontline managers have influence in improving the execution of business strategy. Former Schering-Plough (now Merck & Co.) CEO Fred Hassan says frontline managers ‘represent an all-important feedback loop that allows the CEO to stay abreast of the latest developments in the business.’ At Tanda, we believe frontline managers need to be in the frontline — enabling their team to be their best selves. In the past 6 months, our product team has been working on making each task you do on Tanda quicker and easier. So you can use our software less and grow your business more. Here are 50+ features that do exactly that. 1. Tailor Tanda to your business needs with The Platform The Platform lets you customise your Tanda workflow. Using custom objects and custom fields, you can create new ways of storing and communicating information. No matter how big or small your team is, they are always informed. Learn more about The Platform > 2. Demystify part-time compliance by rostering from Regular Hours of Work Having a permanent part-time (PPT) staff is more cost-effective than a casual team. However, the administrative requirements of having PPT staff may be a discouraging factor for employing them. One of the most labour intensive requirements for managing PPT staff is rostering. Keeping track and manually implementing regular hours of work (or contract hours) in rosters can be exhausting — especially if it’s for an entire team. Rostering from Regular Hours of Work removes these administrative hurdles. Learn how to roster from Regular Hours of Work > 3. Brand-new, more powerful, more customisable rosters Our new, more powerful rosters have the same features you’re used to, but with more functionality on top. See what’s new > 4. Approve and edit timesheets from anywhere No need to stay behind a computer to go through your team’s timesheet. With the Tanda app (version 0.34.3 or newer), you can edit and approve timesheets from anywhere. See what else you can do on the mobile app >   5. Onboarding: Multiple contract uploads and welcome messages In the first days of your newest hire, a smooth onboarding is one of the best ways to ensure early success. One of the core parts of this process is signing a contract. The easiest way to do that is with Tanda’s onboarding offering. Learn more > 6. Customise leave by hiding leave balances and leave types This is helpful for leave staff cannot apply for (e.g. public holiday paid/not worked); less common leave types, such as long service leave; and types that are not commonly taken by your team, such as maternity leave for a majority-male staff. Learn more > 7. Pay overtime for work outside contract hours Learn more > 8. Key Alert: Maximum qualification hours reached A key alert can now notify managers if an employee will go over their qualification max hours. Learn more > 9. Roster edit history filters Filter roster edit history by staff and action. Learn more > 10. New Employee Navigation: See unavailability, leave, clock-ins, and other employee information in one place Everything about your employees is now all in the employee profile. Learn more >

Joel Jensen

15 November 2019    |   

Introducing Tanda’s New Employee Onboarding feature! Tanda’s Employee Onboarding Feature is the paperless way to collect all those necessary staff details such as Tax file Numbers and Super Choice forms, without the hassle of scanning and signing forms, or chasing new staff for paperwork. Through Tanda, managers will now be able to onboard new staff and their details directly into Tanda. How does it work? Talk to the Tanda Onboarding team to have the onboarding tool enabled in your account. From here, managers can send out an email with the onboarding link to new staff, prompting them to complete the necessary forms. Using this link, the onus is put on staff to fill in all their details, which are then submitted securely to Tanda. Once all the details have been submitted, Tanda will then automatically create a staff profile for the new team member in Tanda. If your payroll software has an onboarding integration, Tanda will export the newly created staff profile to your payroll software where it will create a new staff profile in payroll as well. What forms can my new team member fill out? Through Tanda’s Employee Onboarding feature your team member will be able to fill out all the core paperwork, that is required for them to be paid, and rostered. Personal Details Emergency Contact Details Bank Account Details Tax File Declaration Form Super Choice Form What are the benefits of Employee Onboarding for Employers? Cuts out paperwork by replacing the forms new staff have to sign, with digital versions. No chasing up paperwork, as staff can enter their details themselves. Reduces errors by validating BSBs, Addresses, Tax File Numbers, and Super details. No problems trying to decipher staff members’ messy handwriting. Cuts out double entries for payroll by automatically syncing with certain cloud based software. Improves engagement with your new staff.  What are the benefits for Employees? Simple easy to follow process for staff – they no longer have to enter their name, date of birth or address multiple times. Can be easily completed from home or from your mobile phone, wherever you are. No need to print, scan, email or post hard copy forms. Get started with Tanda’s Employee Onboarding today! Tanda’s Employee Onboarding feature is already live! For more information contact one of our friendly Tanda Consultants today, on 1300 859 117 or via email at support@tanda.co to get started with Tanda Employee Onboarding.

Charlton Groves

17 September 2019    |   

What is happening and when? Starting on 18 October 2019, we will roll out New Rosters to selected accounts. We’re starting with customers who we know will benefit from Fortnightly View — based on the way their rosters are structured. You are part of the initial rollout if… …you receive an email from us about New Rosters anytime after October 21st. If you do not receive an email, that means your organisation is slated for a future stage. Get early access—we’re sure you’ll love it. If your organisation wants early access to simpler, efficient, and even more reliable Rosters, ask your admin to email our Rosters Product Manager at jess@tanda.co. She will turn on New Rosters for your entire organisation. Why the upgrade? Building rosters is the cornerstone of staff management. Since Tanda started in 2012, our customers have created more than 59 million shifts, almost 550,000 rosters, and more than 7.5 million timesheet exports. That’s a lot of mileage for seven-year-old technology. And it’s done a lot of good for our more than 7000 customers.    What defaulting to New Rosters looks like.   And, because you trust us to build cutting-edge workforce software, we aren’t resting on our laurels. We want to keep bringing you the best, most advanced rostering solution in the world. What are the benefits? Introducing faster, more powerful, and even more reliable rosters. We’ve rebuilt completely from the ground up, which means: Changes with you. Laced with the most advanced software engineering technologies, this is the most flexible product we’ve ever made. Features and improvements will be released faster than ever before. That means, with our customer-first mantra, your feedback will be actioned rapidly. More views. New technologies enable us to build wide-ranging fortnightly and monthly rosters that weren’t possible with the old technology used in Classic Rosters. More performance. When you log-in, everything is snappier, faster, and more responsive. If you want to find out more, head to the rosters web page or watch our expert tutorials. The new and powerful features. Easy-to-use, advanced features being added to New Rosters. Limitless Rostering. Roster for more than one week, two weeks, or three weeks in the same view. You can even roster for 18 months on one screen if that’s how your business works. Custom Fields: So every employee has all the information they need. Create fields to communicate reminders, addresses, and other details for each shift.  View Options. Customise how your rosters look based on your unique business needs/style. Organise it by teams, by hourly rate, by the number of rostered hours rostered, and more. Instant Information. See detailed shift, staff, and costing information at a glance. Re-engineered. With brand-new technologies under the hood, New Rosters now loads much faster for organisations of any size. Roster Patterns. For 24/7 industries need round-the-clock rostering. What’s not changing? From creating shifts to assigning teams to seeing roster costs and building templates, you can still accomplish the major tasks you’ve always done. New Rosters just helps you do more.  You can still use the old version of rosters, which we are now calling Classic Rosters. How to access Classic Rosters. Classic Rosters will still be supported. That means if you are using it and have a question, our expert Support Team is happy to help out. We’ll be there every step of the way We realise this is a massive step up. So we will give you everything you need to transition into the faster, more powerful future of Tanda Rostering: Help articles that detail how it all works Tutorial Videos that show you exactly how to use it Product Tours when you visit New Rosters for the first time. They will take you through how to use it — after which, you can try it yourself Expert Support Team if you have questions specific to your account Software is a two-way conversation. Let us know how you go. It’s not just us talking at you and telling you what to use. We want you to tell us what you think as well. What are you finding useful? What doesn’t quite make sense? Let us know by answering these quick questions.

Emerson Domingo

4 September 2019    |   

Communication leads to perfection. SMS, calls, FaceTime, face-to-face, WhatsApp, and time and attendance (T&A) all have one thing in common. They are used to send and receive messages. The communication gets especially more complex with T&A. Whenever you log in, you build and publish rosters. You ask for staff details during onboarding. You receive leave requests from the team. There are a multitude of moving parts in any given shift. That’s why your T&A needs to act like a communication service. According to a study by the Economist Intelligence Unit, poor communication drastically impacts morale, sales, and goals. Some losses have even been in the hundreds of thousands. And, just as managers need to adapt to each employee’s communication style, they also need to know which tool to use in each situation. Key Points: Three major releases this month Bespoke information workflows with The Platform A record of contract hours with Regular Hours of Work Complete staff inductions with employment contracts in onboarding More often than not, T&A software is a 2-step information exchange. Step 1: Tell staff their start and end times. Step 2: Staff prove they followed those times by clocking in and out. But it can also be a complex process. To run the perfect shift, some teams need extensive information such as addresses, vehicle numbers, access codes, preferred hours, staff on leave. And don’t forget onboarding contracts, managing leave requests, performance review dates. The list goes on. Every feature we release is working towards one goal: empowering you to run the perfect shift. And correct, comprehensive communication is a massive part of this. So this month, we released 3 major features to help strengthen those lines of communication. 1. Communicate bespoke information with The Platform Custom fields on rosters (L) and the Tanda App (R) If you’ve ever needed to send information to your team before a shift starts, there’s a high chance it’s done outside of Tanda. Things like alarm codes, reminders, or client details. Anything your team needs to be able to complete the perfect shift. But what if you could do it all inside Tanda? Store client addresses. Send unique reminders. Keep track of performance review dates. Even create an entire database of your customers. Welcome to The Platform. It’s a brand-new way of workforce management. The Platform is made up of Custom Fields and Custom Objects. Between these two, you can create your own fields and forms, and turn Tanda into a bespoke, powerful data management tool.  We believe it’s the future of workforce management. See how it works. 2. Keep a record of contract hours with Regular Hours of Work Set Regular Hours of Work for your staff. Choose break lengths, teams, and how shifts are split. The fact is, as your business grows, so do the administrative requirements. The brute force solution for this is to hire more and more staff to handle the paperwork — but that might blow your bottom line wide open. For permanent staff (especially part-time), contract hours are a staple. Using Regular Hours of Work, you can keep track of it all in Tanda. This cuts on back and forth between different systems because, hey, rostering and leave is just on the next tab over. Recording Regular Hours of Work is just the beginning. In the next few months, you can create both rosters and leave requests from Regular Hours of Work. Whether you’re building out your rosters or processing massive amounts of leave, Regular Working Hours automates the most time-consuming part of that process. If you have Admin, General Manager, and Payroll Officer permissions, start recording your team’s Regular Hours of Work now. For team managers, ask your supervisor to do this for you. 3. Better onboarding with contract uploads and welcome messages In the first days of your newest hire, a smooth onboarding is one of the best ways to ensure early success. One of the core parts of this process is signing a contract. The easiest way to do that is with Tanda’s onboarding offering. You can now upload their contracts when you send onboarding invitations (and include a nice welcome message, too). This means they can sign it with a click of a button. Note: Please double-check if this is sufficient to count as a signature.

Emerson Domingo

23 August 2019    |   

Tame the compliance complexity of having permanent employees with Tanda’s Regular Hours of Work feature Live now: Record start times, end times, breaks, and teams for individual days of the week Soon to come: Fill rosters from Regular Working Hours Later: Fill leave request from hours, change history Tracking agreed hours of work is an essential piece of the management puzzle. There is a lot that goes into ensuring your team gets rostered correctly, receives the appropriate leave benefits, and is taking legally-mandated breaks. It’s especially true if you have a mix of part-time, full-time, and salaried employees — all with different agreed hours. By the time you have finished crossing the i’s, it can feel like all that’s left to do is clock out and give yourself a break from all the mental gymnastics. Major aspects of work influenced by contract hours. Permanent employees are complicated. The reality is, tracking regular hours of work is only part of managing a team. It’s exhausting to keep track and manually implement them to rosters and leave requests. So how can you reduce this cognitive load and still complete these crucial management tasks? Introducing straightforward compliance with Regular Hours of Work Does that seem like an oxymoron? We’ll show you how it isn’t. Once set up, Regular Hours of Work keeps agreed-upon hours within Tanda. You don’t need to refer to any other system, digital or otherwise. That means more time for the important things: leading your team to do great work. Regular Hours of Work is the single source of truth. In future updates, Tanda’s rostering, leave, and other compliance features will treat it as a base. That means you can fill rosters and file leave accurately every time — and all with a couple of clicks. Live Now: Start and End Times, Split Shifts, breaks and teams We started with the most important feature. From today, you can store Regular Hours of Work on Tanda, including start times, end times, breaks, and teams. You can also split shifts into multiple entries/teams per day. Having this record in Tanda means one less system to keep track of. What’s more, Regular Hours of Work will soon integrate with our Award Interpreter, which means compliance becomes extremely simple. Live Soon: Now that Regular Hours of Work can be stored, use it to make your work easier. In the coming weeks, you’ll quickly see the benefits as more features take advantage of Regular Hours of Work. Apply it to rostering, leave, and other compliance aspects. And because it’s all based on one set of hours, it’s fast, accurate, and easy to change. When these features are live, we will publish another article that explains them in more detail. Look out for our next post on your email or on the chat bubble. In the meantime, if you need more help on how to set it up, read our help article. Chat soon.

Emerson Domingo

10 June 2019    |   

At Tanda, we move fast to solve the world’s greatest workforce challenges. We released over 200 features last year. Here are the major ones. The last 12 months have seen Tanda rise above the capabilities of traditional workforce software.  Our product team has focused on releasing features that help management to plan and execute the perfect shifts — all while constantly strengthening our core offering. Building the world’s #1 workforce platform requires going above the administrative efficiencies traditionally gained with workforce software. We’re talking about features that empower businesses to enhance the way they employ and manage staff. These help managers plan and execute successful shifts; help employees integrate their work and private life; and allow businesses to measure their success in the right ways. In these last 12 months, the Tanda product team also materialised the 6 headline features announced at the 2018 Tanda conference, all of which are now live in the Tanda platform. The year has seen the release of over 150 user interface updates, 25 key redesigns of existing features, and 10 key feature releases.  They all fall into these themes: Helping managers to execute the best decision-making Helping managers integrate compliance into decision-making Helping employees integrate their employment and personal lives Allowing businesses to build their own workflows by adopting a platform approach   Features that help managers execute the best decision making Live Insights: on-the-go decision-making Live insights is big business technology that we’ve made available to businesses of any size.   Off the shelf, Live Insights syncs live sales from integrated cloud based point of sale systems like Kounta, Vend and Ordermate, and compares real-time with award-interpreted wage cost.   This closes the feedback loops on wage cost reporting and allows managers to execute decision-making during operations, instead of after the day is done. Live Feed: real-time shift updates Managers who are involved in shift handovers know how important it is to be updated on what’s happened during the previous shift.  Live Feed gives a real time overview of the state of the shift, showing a full picture of who is there, who isn’t, and what the staff movements will be. Key Alerts: Know staffing issues in real time Great shifts can be planned ahead of time on the roster, but it’s not until the shift starts that the plan is put to the test. This is where wage costs can unexpectedly inflate. Five minutes here, five minutes there. These minor variances to the roster add up to large amounts when it happens across multiple shifts. Key alerts helps managers stay in control by proactively notifying them of these little variances before they blow up costs. Cognitive Demand Builder: Predict future demand, and adjust for it Integrated point of sale data has been available as standard in Tanda for several years now.  Access to data is one thing, but it’s the way we’re allowing managers to use that data which is unique to Tanda. Tanda’s new demand builder allows managers to build a demand profile from historical sales data and modify for expected changes in demand.  The feature can algorithmically select a sample group of historical sales while eliminating anomalous days automatically. It means that businesses of any size can plug in their point of sale system and have access to meaningful demand data instantly. Best-fit shift replacements: Finding the right match When choosing a replacement for an employee who can no longer work a shift, it’s difficult for a manager to assess every influencing factor. This can include contract hours, overtime risk, cost difference, qualifications, and safety considerations such as fatigue management. Receiving shift replacement requests on My Tanda (L) and choosing best fit replacements on mobile (R) When a shift replacement request comes through, the manager sees a set of best fit options. Importantly, Tanda calculates the cost difference between employees in real time, which avoids the issue of employees unexpectedly entering overtime, or more senior staff members performing junior roles. Shift Feedback: Information is Powerful Feedback needs to be actionable and specific to be useful to management. We trialled several methods of collecting frontline feedback with our beta group to create the first version of Tanda Shift Feedback.  The feature is integrated as a prompt on the existing platform, meaning employees and management aren’t required to divert their resources to a new process, and the time investment is minimal. More about shift feedback. A more full-featured leave Tanda users can now open the app on their phone and instantly view their leave current leave balance, see the best times to apply for leave, and plan future holidays with leave balance projections. We’ve also strengthened the management controls in the leave process and increased transparency with additional features: Custom events: a method for employees to gauge the best times to take leave by being able to see who else has applied at the same time Leave balance projections: ensures adequate leave balance for planned time off Safeguards against leave balances entering negative territory Backup leave types for when the primary leave type is exhausted The ability to accrue Time In Lieu within Tanda Accurate leave hours through editing breakdowns on leave requests Features that integrate compliance into management decision-making In Australia, maintaining compliance doesn’t just mean paying staff members correctly.  There are many state and local laws that apply in respect to workplace health and safety, fatigue management, licencing & qualification requirements, and record keeping requirements. Compliance HQ: Compliance in one place Given the multifaceted nature of workforce compliance in Australia, we’ve made things simpler. Compliance HQ is a central dashboard for all of the tools used in the process of maintaining compliance.  Every setting you need to stay compliant with all levels of government is here. Qualification Notifications: Stay on top of expiring qualifications Qualifications cover processes of any nature that are required to be reviewed, retrieved on demand or represent a minimum training requirement for particular activities within the business.  Employees are now notified of pending qualification expiries, as is the manager, and qualification expiries are now easily reportable. The new, more powerful Time Clock Redesigned the time clock from the ground up, the new Time Clock features a more intuitive UI, including break buttons, team swapping, and smart shift status. Inside, it retains powerful photo verification, passcode protection, and automatic timesheet creation features from the previous version. It’s the easiest, most powerful attendance recording tool we’ve made. Roster validations: limit inefficient rosters Roster validations are customisable limits that will flag managers when it’s reached. They can be used operationally to control overtime for example, and used in the same way for fatigue management or other forms of compliance such as minimum and maximum shift lengths. Read more about roster validation. Automated higher duties: approve timesheets quicker Automated higher duties allows different pay rates to be associated to teams and activities where an employee may be paid more than one level.  This ensures that roster costs consider changes in level based on activity, and that higher duties are automatically tagged on timesheets for export to payroll. Use cases include staff members in food service industries who work in both a supervisor and non-supervisory capacity, and industries such as transport that pay different rates depending on the type of equipment operated. Training Centre The Tanda Training centre cuts down the resources required for businesses to train new management in using the Tanda platform.  The Training Centre includes the option for businesses to upload their own resources customised to their unique workflows to ensure a bespoke experience based on their internal procedures. GPS Clock-ins: Clock in anywhere in the world Tanda supports your mobile workforce. So we built GPS tagged clock-ins on the Tanda mobile app. Wherever they are, and wherever you are, Tanda’s time and attendance features works anywhere in the world. Features that help employees to integrate their work and personal lives Shift replacements Employees have non-negotiable events pop up in their personal lives that will require time off. For example, a mandatory examination, or births and deaths in the family.  Business also have a non-negotiable requirement to open the doors and trade to survive, so when the two of these non-negotiable requirements clash it results in a lose-lose scenario. Shift swapping is about affording the flexibility to turn lose-lose scenarios into win-win, with the dual benefit of being able to instantly canvas the whole workforce for shift replacements.  Appropriate management controls ensure accountability in the selection of replacement staff. Custom events: highlight busy periods ahead of time Indicate busy times of year for your staff Custom events allows staff members to best plan their time off.  Informing them of peak times of year gives staff more certainty of the best periods to request for leave. And combined with the leave calendar and leave projections, this allows them to plan future time off effectively. Features that allow businesses to build their own workflows by adopting a platform approach The difference between being an off-the-shelf solution and a comprehensive workforce platform comes down to the ability to customise workflows. Build Tanda to fit the business, not change the business to fit Tanda. You know your business best. So we’ve invested in powerful customisation tools that allow unique use cases, and gives businesses the tools they need to turn Tanda into a solution for their unique problems. Custom permission levels: have more control on who’s in control A greater degree of flexibility in roles, especially surrounding who can view costs and provide approvals allows Tanda to fit existing internal controls.   Custom Fields: a new, powerful communication tool Custom Fields allows users to gather or communicate any information staff need to be successful in their job. This is done by creating text fields and apply them to shifts and employee profiles. Create fields to gather or communicate information Common use cases for the employee profile include: Details required by HR on the employee profile, e.g. date of last review Allergy information On the roster, fields could be put for specific tasks and assets such as: A specific truck that will be driven by a transport worker.   Addresses of clients assigned to disability support workers A list of tasks for a cleaner There is no limit to the potential uses cases. Coming Up Roster patterns (beta) Many awards, agreements and industry regulations stipulate arrangements for roster patterns. This is particularly prevalent in shift worker industries that have fatigue management considerations, such as firefighters and emergency workers. Our roster patterns beta builds on our existing work to make Tanda the most comprehensive workforce platform for shift worker industries like healthcare, mining, manufacturing and essential services. This is in its final stages of development and will be released very soon. If you made it to the end, well done! Takes a ton of commitment to read through a year’s worth of updates. And that’s only the major ones; our product team is always improving Tanda. If you’re not a current Tanda user and would like to learn more, head www.tanda.co to book in time with our team to chat.

Emerson Domingo

31 May 2019    |   

Have you ever changed numbers on Excel, and everything else changed too? How long did that take? I’m guessing less than the time it took to read this sentence. What takes seconds now took an entire day for an accountant or bookkeeper in the ‘60s. They had paper spreadsheets back then. So a small adjustment meant recalculating, erasing, and filling out all boxes affected by that number. Manually. So if businesses wanted to know how something affects the bottom line, they need to plan ahead. And pay a day’s wage for someone to work it out. This is just for one change. Accounting tools of the 60s. Groovy. Just because something is used a lot doesn’t mean it works. We’re living in the manual spreadsheets era of workforce management Even with current solutions, workforce management is still mostly manual. Checking timesheets, calling up staff to cover, staying on top of qualifications. What should take a couple of minutes can take hours. In short, more time spent in the back office. Less time spent leading staff, tackling business issues, hitting business goals. Less admin, more ambition You buy software to do everything faster. All Tanda research and development comes down to this: we want you to use us less. Less means the job gets done faster. Less timesheet reviews, less calling around, less communication blocks. More working on the frontline, more business goals, more rest and relaxation. Here are 5 new ways to use Tanda less. 1. Less time behind the desk with Live Feed Wherever you are, see who’s at work — and who’s not. Combined with key alerts and live insights, you can make snap decisions to keep your store, warehouse, or centre well-staffed throughout the day and night. Live Feed on the mobile app Previously, you’d have to get on My Tanda to see who’s clocked-in—which takes some time. Even then, it may not be possible, especially if you’re managing a remote workforce, or travel frequently. How it Works. Live feed lets you keep an eye on staff status on the mobile app. This works across teams and locations, depending on manager permissions. Read more: How key alerts and live insights lead to better customer service. 2. Less time figuring things out with the Training Centre Everything you need to get started with Tanda—from basics to breakthroughs—we’ve put it all in one place. Whether you’re just getting started or refreshing your knowledge, our video tutorials will guide you through in record speed. Tanda Training Centre How it Works. A series of videos that teach you everything from basic set-up to advanced rostering. Learn at your own pace. And if you ever get stuck, the chat button is always there. Access it on my.tanda.co/learn. 3. Less work approving timesheets with Associated Tags No need to assign higher duties tags manually on timesheets — which can be time consuming, especially if you have a large team. Associated tags automatically assigns this when certain staff work in different teams.  The associated tags field, located in the team profile. How it Works. Assign the higher duties tag in the team profile. If an employee with that higher duties tag works in that particular team, they’ll immediately receive the higher duties allowance. For more information, visit our help page. 4. Less uncertainty with new Rosters Overview validations Identify unsustainable patterns across time more easily, including overworked or underworked staff; how many staff are going on leave; and staffing levels across multiple weeks. Seeing these inefficient patterns early means you’re likely to avoid them on your next roster (e.g. over-rostering, concurrent leave). Validations on rosters overview. See the full list. How it Works. View as much as a month’s worth of rosters on Rosters Overview‘s easy-to-use interface. Now with all validations of the old weekly roster view. 5. Less clicking around with Qualification Expiry Emails Only see which qualifications need action, when they need to be actioned. You won’t need to go to each staff profile page to review this, which means time saved. This becomes more important as your business grows. An employee qualification email alert How it works. You’ll receive email alerts when staff qualifications are 1) expiring in one month; and 2) have expired. They’ll also be alerted and asked to update their qualifications, if necessary.   Tell us what features make you use Tanda less. The only thing we love more than helping you succeed is hearing success stories. We love your feedback. We listen to it all. Send me a direct email at emerson@tanda.co. Keep up to date with our latest updates on our full changelog.

Emerson Domingo

3 May 2019    |   

What’s new in Tanda: April 2019 Every organisation needs to adapt and evolve alongside rapid changes in technology, customer attitudes, and the competition. It’s easier to do that if staff have buy-in to your business goals. And we know from plenty of case studies that treating employees like your best customer turns staff into your greatest brand advocates.   ‘Treating your employees like your best customers turns them into your greatest brand advocates’   This month, we released 7 brand-new features to help you build partnership with your staff, and be on your way to lower turnover rate, increased revenue, and higher profitability. 1. Protect your employees’ privacy by choosing which managers can see costs Cost is a sensitive topic in a lot of workplaces. Some managers are averse to others seeing their pay information, especially if it’s not relevant to their jobs. You can now restrict costs information to managers of your choice, ensuring privacy and avoiding potential conflict. This feature only works if ‘Allow managers to see staff costs’ is turned off. After doing this, you can go to the staff profiles to give individual permission. 2. It’s now easier to ensure leave requests have accurate hours On opening an existing leave request, you can now edit hours so they match part-time staff work hours. This means it’s quicker to achieve accurate leave hours in rosters and timesheets, and correctly pay staff in the process. If you need more help, here’s a detailed doc on how it works. This is phase one of building fully automatic leave. 3. Custom Permissions: Have more control on who’s in control Decide which roles can approve leave requests, add time clocks, or add or remove employees. For example, staff with team manager permissions can typically create rosters and add employees. But for some organisations, hiring is left to a general manager. Custom permissions allows you to customise Tanda and reflect how your organisation works. Where to find it. Head to general settings. Choose who can add/remove employees on the general tab, who can approve leave requests on the time off tab, and who can add time clocks under the clock-in/out tab. 4. Stay on top of rostering issues as they happen with Key Alerts Make sure employees are following rostered times without getting stuck on the back office computer. Key Alerts lets you know through the mobile app if an employee is late to clock-in or clock-out; did not clock their break; or is at risk of overtime. It gives you information only when there’s something to be done. We won’t alert you of staff who are following rostered times and breaks. Key alerts is only sent to the mobile app (not desktop/web). Download the app on your iOS or Android smartphone. Read more about key alerts, including how to set up, on our help docs. 5. Create up to a month’s worth of rosters on one page   When we launched Roster Overview a month ago, you were able to view shifts up to a month in advance. Now, you can view, create and edit shifts like you would in the typical weekly roster view. This is useful to those who manage big teams, multiple teams, or prefer to look ahead in terms of scheduling. See how to find it in your rosters page. 6. Find out why some staff are working outside their roster If you want to know why staff have clocked-in early (or late), clocked-out late, or why they clocked-in at all, you’d have to go to the individual to clarify. But now, you can create your own questions and set it to show up during the above situations. Learn more about how to use it on our help page. 7. In a rush? Clock them in now, onboard later. If you need staff starting ASAP, you can add them straight through Time Clock. All you need is their name and email. They’ll receive their unique 4-digit passcode and can clock-in straight away. Read more. Keep up to date with our latest updates on our full changelog.

Emerson Domingo

11 April 2019    |   

From today, every payroll system you can think of, as long as it has an import function, can now work with Tanda. And it won’t cost thousands of dollars in custom integration costs. In fact, it won’t cost anything at all. Introducing Custom Export Builder With this feature, you can export all your timesheet data into a CSV file. It’s fully-customisable, and can work with the format any payroll software in the world requires. Change data terms, date formats, or eliminate information you don’t need to export. It’s all up to you and your requirements. Get started by watching the video below, or go straight into the deep end and create your own integration now. Why release this feature? Because at Tanda, our highest goal is empowering our customers to succeed. Higher than sales targets. Higher than revenue. And we’re true to our word. To see what else we do, check out our features overview, or book a free 20-minute product tour with one of our Workforce Success Executives.

Jeff Libanan

8 April 2019    |   

MYOB AccountRight Live: Importing Staff Tanda and MYOB AccountRight Live have a live API connection, so you can import your staff from MYOB into Tanda automatically. This article will take you through requirements in MYOB and Tanda for integration and how to bulk import your staff into Tanda the first time and then options for new staff going forward. Integration You will need to have MYOB AccountRight Live Plus or Premier to integrate with Tanda. The Standard solution does not have a Payroll component, therefore it cannot integrate. It’s also recommended to run the latest version of MYOB, you can check out this article from MYOB to ensure you’re running the latest version. In MYOB You’ll need to configure a few things in your MYOB file to use Tanda: 1. Timesheets are enabled: Setup > Preferences > System tab > ensure you have ticked I Use Timesheets for Payroll and my Week Starts on a [enter start day]: 2. Terminated staff have been marked as Inactive Card and also set a Termination Date: Tick the Inactive Card box under Card File > Employee > Staff Member’s profile: Enter a Termination Date under the Payroll Details tab: 3. All staff have a mobile phone number and/or email address: You can use staff contact details to send out information from Tanda so it’s easier to have it in MYOB now so it imports automatically. 4. Your Company File is Online: You have uploaded your file to the cloud, so it is Online. In the bottom right corner, it should look like this: If your file isn’t Online, just click the box to upload it, or speak with a Bookkeeper/Accountant. Should you not want to unpload your file, you can import your staff as you would with MYOB AccountRight Desktop. In Tanda Add MYOB to your Tanda account by going to Settings > Add-ons > Payroll & Accounting: In the top right corner, click on + New Payroll Integration:   Find the MYOB AccountRight Live logo and click on it: A pop-up will then display asking you to login to MYOB. Enter your Email and Password that you would login to MYOB AccountRight Live with and click Login.Please note you will need to have Administrator level access: Next, choose your MYOB business name, and enter the login details for your company file. Leave the password field blank if you do not have a password for your company file. You’ll then go back to the Integration Setup screen in Tanda and you’ll see a box with MYOB. You can click on this box to go into the Integration setup where you can configure: Who the integration applies to: All staff by selecting Everyone or Default Locations and then selecting a Location (if you haven’t set this up yet you can come back into here later). This is used if you have more than one MYOB account connected to your Tanda account, you need to match a Location to a MYOB file. You can also select how you want Tanda to handle new staff. If you have enabled to Automatically import new staff profiles, when you add a new employee to MYOB, Tanda will automatically import this within the hour. Only new employees will be imported and existing profiles updated. If you make any changes just click Save at the bottom. Importing Staff In Tanda Go to Workforce > Staff: On the right, click on + Add Staff: In the pop-up window, at the bottom select Import from > MYOB AccountRight Live.Click on the MYOB box to select the integration. If you only have one file attached to Tanda, you’ll just see one box however if you have more than one just click on the one you want to import from first. Next, you’ll see a bar loading to show your staff are being imported, depending on the amount of staff you have this can take a few minutes, so just stay in the screen. Once the import has finished, you’ll see a list of your staff that have been imported into Tanda. If there are any staff in the list that shouldn’t have been imported to Tanda, just click Don’t Import next to their name and they won’t be brought through, otherwise if it’s all correct just click Complete Staff Import at the bottom: If one or more staff didn’t import and they are in MYOB, check their details in MYOB to ensure you have added them, their start date is correct, they don’t have a termination date or they don’t have Inactive Card ticked on their profile. Your staff list will now show under Workforce > Staff. Going forward, when you have a new employee you have the following options: Add the employee to MYOB and if you have enabled to automatically import new staff, in your Tanda MYOB integration setup, Tanda will automatically import this employee within the hour. Add the employee to MYOB and you can force this update to happen immediately by going to Workforce > Staff > Add Staff > Import from MYOB. Only new staff will be imported and existing staff updated. Use Employee Onboarding: this sends the new employee an App to fill in their details and a profile will then automatically be added to MYOB and Tanda. Next you might want to look at Adding Locations & Teams, Welcome Staff or Build your first Roster.