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Our latest update brings holidays and vacations to you and your resources

We thought you'd like that. 😏 With the New Year, we're ushering in a new wave of product updates as requested by our customers. 

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Manage your company's holiday schedule

You can now factor in holidays when planning and budgeting your projects. Our Holiday Schedules feature allows you to define multiple holiday schedules so you can assign schedules to employees who observe U.S. holidays versus European holidays.

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Once assigned, your employees will be shown as booked when trying to forecasted them to projects on days that fall on a holiday. Your employees will also see "Holiday Time" in their timesheets in order to track time to them. Learn how to set up Holiday Schedules at your organization.

 

Forecast and track vacations and paid time off (PTO) requests

Your resources can now create requests right from their Resource detail page and their managers can review and approve these requests. Once approved, resources are booked on those days and they are able to track time to their time off.  

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You can implement your own custom workflow for handling PTO requests using the Salesforce approval process. Learn more about setting up PTO management in your Salesforce org. 

 

Translate Resource Hero into your your native language

Resource Hero is now configured so that you can translate our button labels, messages, messages, and other text into the language(s) of your choice.

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Using Salesforce Translation Workbench, you can set up translations of these text items into any languages your site supports. Read more about the Salesforce Translation Workbench and Resource Hero's multi-language support.

 

Give specific permission to people for administrating Resource Hero

Resource Hero now has several default permission sets which you can assign directly to your users. The permissions sets are:

  • Standard User: grants access to all core Resource Hero functionality, including the ability to create and enter their own PTO requests.
  • PTO Administrator: grants administrator level access to all PTO related objects and fields.
  • Holiday Administrator: grants administrator level access to all holiday objects and fields.

Learn more about setting up key permission sets for your business.

 

And more...

Resource matrices now let you know in real time when data has been updated from other areas in your Salesforce and we've also made incremental bug fixes and speed performance improvements. 

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Have questions?

Contact us to schedule a conversation on how to make these new features work for you.