12/21/2014 - Version 6.1 of your BoondManager application has arrived! |
BoondManager, based on your suggestions, keeps evolving! Thank you for reviewing the updates:
Various Improvements
New version of our mobile application
Management of contractual advantages on your deliveries
Improved payment of contractual advantages with WExtractPayroll
Modification of Sage Accounting & Payroll
Exceptional Activity: Overtime & On-call duty
New App: WExceptionnalActivity
Various Improvements | Link to suggestions on our support: |
Candidates & Resources Module
The following fields on the TDs of candidates & resources no longer have maximum limits:
Application areas
Intervention areas
Languages
Degrees
References
Billing Module
You can now configure the default labels for invoice items such as "Service deliveries, Month Year" or "Title of the due date, Due date"! To be performed by the administrator of your interface: Administrator Interface > Global data configuration > "Billing" tab
Added the Due date column when exporting CSV of type Billing Schedule
On invoice records attached to an order of type Schedule, you can modify the correlated due date by checking the change checkbox
Deliveries & Work Orders Records
The Comments field of deliveries has been renamed Description
Added the new field Specific conditions on deliveries
Ability to add up to 10 attachments to deliveries
Improved configuration of work orders. You can now use the fields Description, Specific conditions and Delivery title of deliveries! To be performed by the administrator of your interface: Administrator Interface > Global data configuration > "Work Orders" tab
New version of our mobile application |
Version 1.3 of BoondManager Mobile is now available on the stores:
Available modules:
Actions
Candidates
Resources
Products - New
CRM
Opportunities - New
Positionings - New
Timesheets, Expenses & Absences
Improvement of the Timesheets, Expenses & Absences module:
The button to add delivery expenses
(see web application) is available if these exist and timesheets are logged.
The button to add planned timesheets
(see web application) is available if these have been entered via the ResourcePlanner app.
Warnings (see web application) raised on your expense reports, timesheets & absence requests are also displayed.
Management of contractual advantages on your deliveries |
You can now pay advantages related to deliveries to your resources to facilitate payroll preparation and better manage financial information for your deliveries! An example of an advantage you can now configure on your interface: bonuses! In short, to set up such an advantage on your interface, you need to configure it from the Administrator interface. Then you can assign it to the deliveries of the relevant projects. And finally, from the WExtractPayroll App, you can pay this "Bonus" advantage in bulk according to the payment rules you have defined (example: based on the number of production days performed in the month).
Configuration of advantages
Only advantages of type Contractual can be configured on deliveries & the different categories of advantages are:
Fixed Amount: Characterized by a charge coefficient applied to the amount paid to the resource.
Variable - Salary Base: Characterized by an amount paid to the employee + employer charges & an employee contribution, calculated based on the gross monthly salary, only for contractual advantages.
Flat Rate: Characterized by a fixed amount paid to the employee + fixed employer charges & a fixed employee contribution, only for contractual advantages.
You can only create and pay advantages previously configured from the administrator interface, please contact your administrator to configure the types of advantages to pay!
Payment of advantages
Several methods exist for paying advantages:
From WExtractPayroll: by clicking on
, only for contractual advantages.
From a project record: by clicking on
in the menu bar of the record or on
in the "Advantages" tab.
You can also control the advantages paid from the WAdvantages App
.
Improved payment of contractual advantages with WExtractPayroll |
It is now possible from WExtractPayroll to generate contractual advantages based on data, Production, Internal, Absence, from the previous month and not just the current month. This can be very useful, for example, for those who reimburse meal allowances in month N+1!
To configure these payment conditions: Manager Interface > My Apps > WExtractPayroll > "Configuration" button
Modification of Sage Accounting & Payroll |
The Ratio field has been removed from the general configuration of the Sage Accounting & Payroll app. This App now directly uses the Working time field from the HR contracts of your resources for exports
The Document number & labels fields during export are now fully configurable
To configure this App: Administrator Interface > My Apps > Sage Accounting & Payroll > "Configure" button
Exceptional Activity: Overtime & On-call duty |
BoondManager finally manages exceptional activity (Overtime & On-call duty)!
Everyone can use this feature at their own pace in 3 different ways:
Simple entry & data extraction for payroll
Average configuration & integration of turnover/costs into production data
Advanced configuration & assistance with automatic calculation of financial data
Simple entry & data extraction for payroll
Objective: Allow your resources to enter exceptional activity in their timesheets & extract this activity via WExtractPayrollProcedures:
1. Your administrator must modify the configuration of Agencies - Administrator Interface > Legal Agencies > Agency Record > "Timesheets, Expenses & Absences" tab > "Type of work unit" block
2. Add types of exceptional activity, example:
On-call duty: Exceptional - Calendar slot
Overtime: Exceptional - Hourly slot
3. Allow entry of exceptional activity only to desired resources - Resources Module > Resource Record > "Configuration" button > "Timesheets, Expenses & Absences" module block > "Allow entry of exceptional activity" field
4. An "Exceptional Activity" block is now available on all timesheets of your resources where this entry has been authorized!
5. Each month via WExtractPayroll the CSV export adds columns & data specific to exceptional activity if configured on agencies - My Apps > WExtractPayroll
Integration of turnover/costs into production data
Objective: Manually enter financial data (turnover/costs) for exceptional activity and pay advantages & generate corresponding purchases/invoices via WExceptionnalActivityProcedures:
1. Your administrator must install the WExceptionnalActivity app from our marketplace & grant you access - Administrator Interface > Marketplace > WExceptionnalActivity App
2. Each month you can list exceptional activity performed via WExceptionnalActivity - My Apps > WExceptionnalActivity
3. For each activity you can set the calculation mode to Manual Calculation
4. For each activity you can then manually enter the Sale rate & Advantage in the project's currency
5. For each activity you can finally pay advantages & generate corresponding purchases by clicking on
6. The turnover/production cost now takes into account the Sale rate as well as the advantages paid & purchases generated
7. When generating your monthly invoices, BoondManager automatically adds an "Exceptional Activity" item based on the Sale rate entered via WExceptionnalActivity - Billing Module > Order Record > "Create Invoice" button
Advanced configuration & assistance with automatic calculation of financial data
Objective: Enter your scales & exceptional rules, attach them to your HR contracts and/or deliveries & facilitate automatic calculation of financial data based on rules respected by exceptional activity via WExceptionnalActivityProcedures:
1. Your administrator must configure exceptional scales & rules - Administrator Interface > Legal Agencies > Agency Record > "Resources" tab > "Create exceptional activity rules & scales" button
2. Your administrator must enable exceptional activity configuration on HR contracts and/or deliveries - Administrator Interface > Legal Agencies > Agency Record > "Projects/Resources" tab > "Allow exceptional activity configuration" field
3. Now, 2 options are available:
You define authorized scales & rules for each resource on their HR contracts
A. For each HR contract, you can fill in the "Exceptional Activity" block & override, if desired, the default values defined on the agency of the HR contract - Resources Module > Resource Record > "Administrative" tab > HR Contract Record > "Exceptional Activity" block
You define authorized scales & rules for each resource on their deliveries
A. You configure exceptional scales & rules for each CRM company & legal agency via WExceptionnalActivity - My Apps > WExceptionnalActivity > "Configure exceptional activity scales for CRM" button > "Select agency" & "Select CRM company" field
B. For each delivery, you can fill in the "Exceptional Activity" block & override, if desired, the default values defined on the CRM company of the delivery's agency Projects Module > Project Record > "Deliveries" tab > Delivery Record > "Exceptional Activity" block
4. For each activity you can set the calculation mode to Automatic Calculation
4. For each activity you can then manually select the respected rules, among those authorized on their HR contract/Delivery, & define their quantity, BoondManager automatically calculates the Sale rate & Advantage fields
5. For each activity you can finally pay advantages & generate corresponding purchases by clicking on
6. The turnover/production cost now takes into account the Sale rate as well as the advantages paid & purchases generated
7. When generating your monthly invoices, BoondManager automatically adds an "Exceptional Activity" item based on the Sale rate entered via WExceptionnalActivity - Billing Module > Order Record > "Create Invoice" button
New App: WExceptionnalActivity |
This App allows you to define the rules respected by each exceptional activity as well as their Cost & Sale rate. It also allows you to pay advantages & generate corresponding purchases.
It is essential for fully managing the exceptional activity of your resources, see WExceptionnalActivity