CitationHR Software Release 2024.10.11

Demographics and Tenure Report:

Background

Clients requested a new Demographics and Tenure Analysis report to help organisations evaluate workforce diversity, plan leadership transitions, and customise employee engagement programs. This report will also assist in forecasting workforce changes, improving organisational culture, and creating targeted training and recruitment strategies for effective long-term planning.

Update

A new report named 'Demographics and Tenure Report' is now available under 'Record Management' for all CitationHR account admins.

It helps organisations understand the employee demographics and tenure information of both employees and volunteers.

Report Parameters:

Branch Selection- By default, the report includes data from all branches. Users have the option to select specific branches if needed.

Record Type - Record type either employees or volunteers.

Current records only - By default, report is run to include only active employees. Can un-check this field if need to run it to include terminated employees too.

Incude Tenure Info - Option to include/exclude tenure information on the report.

Fields in the Report:

• Unique ID: Unique identifier for each employee.
• Employee ID: ID maintained by the employee under Employment details.
• Full Name: First name, middle name (if applicable), and last name.
• Gender: Male, Female etc.
• Date of Birth: Employee's birth date.
• Age: Calculated age of the employee as of the report run date.
• Contact Information:
• Email Address
• Phone Number
• State (from employees adress for AU) / Region (NZ)
• Job Title: Current position held by the employee.
• Branch: Primary branch of the employee belongs to.
• Employment Type: Full-time, Part-time, Contract, Temporary, etc.
• Commencement Date: The date employee was hired.
• Termination Date: The date employee is terminated.
• Tenure: Length of service, calculated from the date of hire.
• Employee Status: Active, On Leave, Terminated, etc.
• Reports To: Name of the employee's direct manager or supervisor.
• Tenure Information:
• Tenure information is calculated based from the employee’s commencment (hire) date to the report run date.
• Tenure (Years)= Number of Days Worked​ / 365.25
• Number of Days Worked= This is the total number of days between the employee's commencement date and the report run date (or termination date if they are no longer with the company).
• Average Tenure (Years)= Sum (Individual Tenures of all records) / ​Total Number of records

Sample Report: (HTML)

Sample Report: (CSV)

Xero integration - Notification email sends out to users to reconnect if Xero integration cannot reconnect automatically

Background

There are issues where the Xero integration will stall for whatever reason (e.g. Xero API is down, Xero user authentication changed or removed from initial connection, temporary problem, etc).

When the Xero integration stalls, the integration will attempt to reconnect several times. If the integration cannot reconnect, users need to disconnect/reconnect to re-establish the integration with Xero.

Updates

Users will now be notified when there Xero integration is unable to connect after 6 attempts at connecting and syncing (if the automated sync is on). This counter will be reset when there is a successful sync of data with Xero.

Any user with xeroEmails permission will receive the email notifying them that their Xero integration has hit an error and will need disconnect/reconnect.

Expected Functionality

• Reconnect email sends out after multiple attempts and syncing to users with "Xero Integration Emails" user role
• if autoimport and/or autoexport integration options are active, they are deselected as a result of the notification process
• Any Xero Integration settings previously selected in the account setting will remain once Xero connection is active again

Xero integration - Only Employees in branches with "Allow Sync" integration option will sync with Xero

Background 

Clients will often have employees in separate businesses or located in other countries that will be present in the same account. For these scenarios, they will have a certain set of employee data that should sync with Xero, and other data that should not sync with Xero in a different branch.

Previously, we did not support ignoring employees in the account on Xero import/export.

Updates

For both import and export with Xero, the employee records located within branch which Allow Sync is active will sync with Xero.

Records that are located within branches that do not have the "Allow Sync" field active will not sync with Xero.