NEW FEATURES KELIO VERSION 14

Transcription

1 NEW FEATURES KELIO VERSION 14 Kelio Prima - Kelio Integral - Kelio Optima Kelio Protect Kelio Security BODET Software CS Boulevard du Cormier F CHOLET Cedex export@bodet-software.com Ref. 650 E21 A 1 1

2 TAB LE OF CONTE NTS New features version 14 TABLE OF CONTENTS TABLE OF CONTENTS PRESENTATION OF THE VERSION V14 PORTAL "LIGHT" PLANNING FOR KELIO LIGHT PLANNING KEY FEATURES KELIO REPORT A REAL COMPANY PILOTING TOOL Vital HR tool The standard management indicators ENHANCED MANAGEMENT INDICATOR CUSTOMISATION Setup customisation Excel: a powerful tool that everyone knows Customisation of the graph generated and other tabs NEW PLANNING FEATURES SMS AND SENDING A vital function The advantages of this functionality Sending messages by SMS Sending messages by The advantage in configuring rights NEW ACCESS MODULE FEATURES NEW VISITOR MODULE FEATURES VISIT PLANNING ERGONOMY THE VISIT MODELS ACCESS OPENING NEW GRAPHIC SUPERVISION FEATURES KELIO PASS CYLINDER AND INDEPENDENT POST POST AND 125KHZ CYLINDER MULTI-POST HUB THE TOUCH TERMINAL POST AND BADGE COLLECTOR THE NEW BADGES NEW KELIO MOBILE FEATURES ABSENCE REQUESTS MANAGING PRESENCE TIME FOR A THIRD PARTY BODET SA AND BODET SOFTWARE SAS

3 1. PRESENTATION OF THE VERSION Version 14 provides numerous functional evolutions over the entire application. This document is intended to present each new feature so that you can use them as quickly as possible. Some of these new features are available as standard, and others are connected to sales options. They will be specified systematically in this document. 3 3

4 2. V14 PORTAL Bodet Software is launching a new, more modern portal for version 14: Old New 4 4

5 3. "LIGHT" PLANNING FOR KELIO 3.1 LIGHT PLANNING Availability: The new Kelio "Light" Planning module is available in version 14 - In France for Kelio Prima range customers - For Export, for Kelio Prima R2 and Intégral R2 customers This module enables the collective management of employees' schedules, rest, absences and activities 1. Your organisation's entire complexity is brought together on one global and centralised screen. This module's intuitive and high performance ergonomy allows you to act individually or collectively on your planning. The information available is clear, accessible and updated in real time. Your assignments are checked by Kelio's powerful anomaly management and you are alerted immediately to any planning errors. Powerful individual or collective indicators enable you to monitor the impact of your planning on your totals and results at all times. Customising them lets you work on both estimated and actual totals. The light planning module is centralised between all Kelio users. The application is shared by everyone, which means that no manual file sharing is necessary. 1 If the Kelio Analytics option is activated 5 5

6 3.2 KEY FEATURES The "Light Planning" option enables you to: Plan working schedules, rest, absences and activities 1 individually or collectively. Supervise organisation and working and absence time calculation anomalies. Customise and consult the individual and collective indicators to monitor changes on each presence, absence or activity account. Consult the results in estimated or actual value. Print out the individual or collective planning from date to date. Send notification messages by or SMS 2 to alert your employees instantly to any changes in planning. 2 Sending SMS requires a subscription with a mobile operator such as Orange, Esendex, etc.. 6 6

7 4. KELIO REPORT 4.1 A REAL COMPANY PILOTING TOOL Vital HR tool The new Kelio Report module, available from Prima and across the whole Kelio range, will become your vital tool for managing your company piloting and help you prepare your company analysis. In fact, Kelio Report provides you as standard with a set of management indicators and statistical tables that will help you with your day to day human resources management. Your HR teams will now be able to find, measure, consolidate and analyse all the key indicators for their human resources to take the right decisions in terms of recruitment, career development, safety or training. This gives you all the tools you need for your different steering committees or management reviews: management indicators and numerous graphic views The standard management indicators From your Kelio production base, Kelio Report offers you a set of standard management indicators which enable you to use and consolidate a range of raw employee data. These management indicators will become piloting tools for your company's different departments. In fact, these reports may be grouped together by theme: - Personnel administration: Age pyramid, staff distribution by status and contract type, gender, age, seniority, nationality, etc. - Personnel movement: Number of recruitments by status and by contract type, number of departures by status and reason for departure, etc. - Absenteeism: Global absenteeism rate or by absence type (sickness, paid leave, etc.) absenteeism rate by gender, by status, etc. - Health and Safety Commission monitoring: Seriousness of accidents at work and their frequency rate, etc. Other reports will be added as the versions are developed. Come and have a look! 4.2 ENHANCED MANAGEMENT INDICATOR CUSTOMISATION Setup customisation Thanks to its enhanced report engine, Kelio Report lets you set up the values for your management indicators: population, section, step, etc. 7 7

8 You may also customise your graphs by adding a title and comment and rename the documents you generate. An explanatory phrase describes the result of each report. want to circulate your statistical reports: You choose how you - Immediate generation - Sending by with choice of recipient addresses - Saving of the report in a specific folder - Placing of the management indicators on an ftp server (practical for sharing reports with subsidiaries, etc.) An automatic function can also be configured to receive this statistical table periodically (day, week, month) and according to the distribution mode. This is ideal if your Management wants indicators at the start of each month for their monthly meeting... Automate their generation! Excel: a powerful tool that everyone knows After configuring your management indicators, Kelio Report will then generate your reports in a familiar tool that everyone knows, Excel. Generating these reports in Excel also lets you use all of this tool's configuration, saving and customisation features. 8 8

9 4.2.3 Customisation of the graph generated and other tabs You will be able to customise your report in a few clicks by configuring the titles and comments, modifying the colours and format of the graph, or even by modifying the filters and value combinations. Different tabs are created when the report is generated in Excel: - "Graphic": graphic presentation of the management indicators - "Dashboard": data table (combined dynamic table) - "Results": presents key information about the report generated: version, number of employees processed and list of errors, where applicable. Finally, if you need very specific reports related to your company or sector of activity, you can create them. Please contact your Bodet sales engineer. 9 9

10 5.1 SMS AND SENDING A vital function New features version NEW PLANNING FEATURES A new notification send from planning function has been added in V14. This action is possible in resource view and posted view, in standard, advanced and light planning. The principle is to enable the administrator/planner to warn one or more of their colleagues quickly if the planning is changed. The idea is to use telecommunications resources to broadcast the information: send an SMS and/or an . In fact, the planner/administrator plans an absence, modifies a schedule, adds an activity and so on. They can now send a warning message to the people concerned. The planner clicks on any day or employee and may make a group send by selecting a set of employees over several days. They right-click and select Send notification message. This notification message may be an or an SMS 3. Usage examples: Ex 1: A planner moves an employee who normally works mornings and adds them to the afternoon team. Ex 2: A planner schedules training over 3 days for the whole marketing department. Ex 3: A planner modifies an employee's workstation: instead of working in building A, they'll work in building B. 3 Sending SMS requires a subscription with a mobile operator such as Orange, Esendex, etc

11 5.1.2 The advantages of this functionality Save time for planners by sharing information quickly Inform the employees concerned by these modifications in real time Improve employees' reaction times and so the company's overall productivity by informing them in real time of new working timetables Sending messages by SMS After one or more employees are selected over one or more days, here is the screen for sending messages by SMS 4. Depending on the planner's rights, they can access all or certain telephone numbers. They can then choose the number(s) to send the message. If they make a selection error, the planner can uncheck a name if the person is not concerned by this notification. The names in red and bold correspond to employees whose telephone number concerned is not entered in their file. So, the message will not be sent to this person. The planner may enter up to 140 characters. A countdown of the number of characters remaining is indicated to make it easier to draft the message. Clicking on OK will send the same message automatically to X employees. 4 Sending SMS requires a subscription with a mobile operator such as Orange, Esendex, etc

12 5.1.4 Sending messages by New features version 14 The same pre-selection is necessary when sending an . The following screen opens, offering the choice between business and personal addresses. It is the same systems with a set of colours for employees if an address is not entered. Unlike SMS messages, there is no size limit for the body of the text. A subject may be entered. You can receive a copy of this message by entering an address. The message may be sent by clicking on OK

13 Customising the message: You can also customise the by selecting the information you want to add to the bottom of it: daily schedules, absences, activities, etc. in order to complete your and send information directly from planning. A preview of this information is available by clicking on Preview. The message's content and associated setup is kept between sends (via SMS or ) to enable you to react more quickly if an emergency occurs The advantage in configuring rights The idea is to enable you to activate or deactivate the sending of a notification message by SMS and/or if the planning is modified. It is relevant to add this setup to the rights to avoid sending excessive numbers of SMS, which may very quickly become costly for the company if this option is available to everyone

14 6. NEW ACCESS MODULE FEATURES Searching in Kelio Protect and Security has been significantly improved. Searching is now multi-criteria and is no longer limited to surname and first name. The full effectiveness of this new feature can be seen with the quick search for a vehicle's owner via its registration plate. The search field is one complex field among all the columns. The columns that can be displayed for this search field are the surname, first name, badge 1 and 2, section, Id. number, title, telephone number, post code, personal code, extended timeout on access points, anti pass-back, super pass right visitor receiving right, activate specific schedules, access profiles and free and predefined fields. This search field is also present for visitors. The columns that can be displayed are surname, first name, company, title, identity card, passport, driving licence, business telephone number, other number, address, address, post code, town, section and free and predefined fields

15 7. NEW VISITOR MODULE FEATURES 7.1 VISIT PLANNING ERGONOMY The visit planning ergonomy has been reviewed for easier use! The action buttons are directly linked to the planning. A shortcut has been created to the access opening. A search by completion button enables you to look for visitor very quickly by entering any data in the lines concerning the visit. The filters are available in the lower part of the planning. In addition, quantity has been added to these filters. You can very quickly see how many visits are in progress! With this new version, you can now see more information, in particular the model, the free fields and the predefined fields. The customisation of the columns is saved. 7.2 THE VISIT MODELS There is now a new concept in the visitor module: the visit models. In fact, the visit file was restricted to certain concepts and made entry more complex for users. Entry has now been simplified by creating a visit model where you will choose the concepts to be displayed. For example, you may create a "pedestrian" visit model, whose concepts to be filled in are just the surname, first name and company. Each of these concepts may be presented, hidden, visible and modifiable. Only the concepts that interest you must be present. However, there is a right in the profiles to see and modify the concepts that are hidden and in read only. For example, a caretaker can see a quantity that is to be delivered but cannot modify it. Another person with more rights will have first created the visit with the associated quantity

16 You may act on the following concepts for each model: - Detail o Visit start date o Visit end date o Visit start time o Visit end time o Recurring visit o Authorised to exceed o Default time - Visitor o Right to create a new visitor o Surname o First name o Company o Recurring visitor o Title o Passport No. o Identity card o Registration o Driving licence No. o Document attached o Business phone o Other number o address o Fax number o Postal address o Post code / Town o Comment o Section o Free fields for the visitor o Predefined fields for the visitor - Visited o Surname/First name of person visited o Inform the person visited by (manual or automatic when the visit is activated) o Inform the person visited by (manual or automatic when the visit is activated) - Object o Free fields for the visit o Predefined fields for the visit o Comment on the visit - Access o Badge code o Personal code (manual or automatic generation) o Assignment of an access profile by visit o Use of biometrics - Monitoring o Declaration of presence on a site o Badge handed over to visitor o Comment on the conduct of the visit o Automatic start of the visit on creation (for instant use) o Automatic closure of the visit by a time or by passing in front of one or more readers o Manual or automatic printout of a badge 16 16

17 There are many advantages to this sort of customisation; here are a few examples: - Have visit models with different access profiles, so, depending on the model, the visitor will have the associated access rights. This simplifies the caretaker's tasks! - Automatically alert the person being visited that their visitor has arrived - Effective and simple entry for the caretaker; possibility of only giving creation rights so that the caretaker does not create duplicate visitors - Automatically close a visit by clocking on a dedicated reader (ideal operation for the badge collector) 7.3 ACCESS OPENING The reasons have been added for manual access opening. Their creation is identical to that of a predefined field and enables a fixed field to be filled in. In addition, the access may be opened from the visit planning. This is a shortcut linked to the visit model. So, to open an access for a visitor, you simply need to select the line that relates to them then click on access opening. The person and the accesses concerned are automatically pre-filled. This shortcut is very practical when managing visitors

18 8. NEW GRAPHIC SUPERVISION FEATURES In the graphic supervision, the door, barrier, portal, turnstile and drum icons appear. The indication on the access status has been improved. New graphic elements are present, such as the entry of a text on the plan or the positioning of an arrow. The plan (jpeg image) may be kept in the graphic supervision display

19 9. KELIO PASS The new Bodet Kelio Pass access reader simplifies the range and offers a new connection mode on this type of IP POE product. There are 5 basic models available in 4 versions. The models are: - RS kHz (a single model for STID and HID) - RS 485 Mifare CSN - RS 485 Mifare Desfire Bodet No. - IP 125 khz (a single model for STID and HID) - IP Mifare all options (CSN 4 and 7 bytes; Mifare classic Bodet No.; Mifare Desfire Bodet No.) These 5 models are available in: - Black and white model - Grey and white model - Overlapping vandal-proof model - Embedded vandal-proof model The new Desfire Bodet No. reader has the most secure communications mode on the market. The IP POE model enables easier installation, notably in time and attendance management with activity clocking and cost centre. The vandal-proof models also have these new features. This new reader marks a new era in Bodet design. The breathing logo and the sound identity have been registered. Black and grey front panel colours are available. The Mifare Desfire is also available for all your Visio, Prio, TCL 17 and table reader equipment. Only the biometric access reader does not have this new feature

20 10. CYLINDER AND INDEPENDENT POST 10.1 POST AND 125KHZ CYLINDER 125 khz STID and HID technology is now available for both these two readers MULTI-POST HUB Kelio V14 now enables up to 8 Aperio posts/cylinders to be managed with a single hub. This system is ideal for managing a corridor of doors. Available in Mifare Desfire Bodet No., this product benefits from the latest secure encryption, identical to the new Bodet reader. An antenna is also available to change the hub broadcast time into an oval rather than a circular shape. 11. THE TOUCH TERMINAL The virtual keypad is now present on the touch terminal. It enables all the text fields present on our Intranet to be entered. In addition, the terminal has been improved in mechanical terms, with a stylus for more precise navigation. 12. POST AND BADGE COLLECTOR Automatic visit closure in Kelio Protect and Security is accompanied by the integration of a badge collector. Ideal for installation on a post, you can manage your visitor entries/exits with simplified badge management. The post to accommodate the collector can be sold on its own to attach an intercom or reader to the front. Otherwise, there are three references depending on the technology chosen (STID, HID or Mifare). The models are equipped with a badge reception tray that can be accessed by a side door. This grey-coloured model is available in two versions: - Light vehicle - Light vehicle + heavy vehicle 13. THE NEW BADGES After the plastic cards and keyrings, we are now offering a new leather badge. This attractive badge is available in 125 khz or Mifare Desfire Bodet No. The Desfire badge is also available in patch version; this is an ultra-fine sticker with a reading head inside. This patch may be stuck onto certain badges with different frequencies

21 14. NEW KELIO MOBILE FEATURES 14.1 ABSENCE REQUESTS You can now make an absence request via a Smartphone. The entry modes possible are date to date, date to date with half day and date to date hour to hour. As on the Intranet, you select the type, then the entry mode and the dates. A comment field may be filled in before the request is created. You can consult your requests in progress and your balances at any time

22 In addition, if you have a validator profile, you can process your requests via your Smartphone. So, you can access your employees' absence files to validate or refuse them. Thanks to your telephone you will be able to validate all your requests in one go for more simplicity MANAGING PRESENCE TIME FOR A THIRD PARTY With Kelio Mobile you are now independent to record your team's presence times. On a site or for a mobile project, as manager you validate your employees' presence via your Smartphone. This feature has geolocation and activity / cost centre management

23 15. BODET SA AND BODET SOFTWARE SAS BODET SA 72 rue du Général de Gaulle TREMENTINES - FRANCE RC NUMBER: Angers 59 B 99 SIRET NUMBER:: DATE CREATED: 1869 PRIVATE COMPANY WITH SHARE CAPITAL OF MANAGED BY M. Jean-Pierre BODET OTHER SUBSIDIARIES: UK, Spain, Portugal, Belgium, Switzerland, Netherlands & Osys WORKFORCE IN 2011: 534 BODET SOFTWARE SAS ZI du Cormier CS CHOLET cedex RC NUMBER: RCS Angers SIRET NUMBER:: DATE CREATED: 2012 SIMPLIFIED JOINT-STOCK COMPANY WITH SHARE CAPITAL OF MANAGED BY M. Eric RUTY WORKFORCE IN 2011: Turnover of Bodet SA & Bodet Software SAS Turnover (millions of ) BODET SA BODET SOFTWARE SAS For the last 30 years, Bodet Software has been providing innovative software and hardware solutions to facilitate your human resources management. A national presence: In order to serve our customers better, we are established in 14 locations including overseas. Kelio products offer you: A long-term return on your investment: BODET designs, manufactures, distributes and installs a complete range of systems (software and clocking terminals). A tried and tested choice: Over 30,000 systems installed in Europe, including 17,000 in France. A user-oriented system: Its usage ergonomics makes it a system that users can get to grips with quickly and easily. An all inclusive service contract for increased peace of mind: With Bodet Software's contract, you benefit from technological and functional innovations to optimise the use of your product. In addition, all calls are free and unlimited. Finally, the business trip of training technicians and the replacement of your equipment are included under conditions. A high-quality system and service: The end product of a permanent Quality policy, BODET is ISO 9001-certified (Design/manufacture/distribution) and is ISO certified