OptiSHFT updates

Audit Trail

With Audit Trail, you can now track changes across OptiShft from one place. The new Audit page gives administrators, HR and compliance users a centralized view of who changed what, and when, across the entire system.

How to Use the Audit Module

1. Search audit records by Date Range, Module, Reference ID, or Changed By.

   • Date Range – Select a specific date to view audit records. Use the filters to find specific audit records, then click a record to view its Audit Event Details and history.

     

   • Module – View audit records for a specific module, or select All to view all modules.

     

   • Reference ID – Search for a specific record using its Reference ID.

     

   • Changed By – View audit records for all employees or a specific employee.

     

Where to Get the Reference ID

Open the record and copy the ID from the URL after the “/”. Reference IDs are available for:

• Employee ID

• Client ID

• Site ID

• Role ID

• Shift ID

• Roster ID

• Work Order ID

• Timecard ID

• Template ID

Notes:

• In a future release, a Reference ID field will be added to Client, Site, Role, Employee and other records, making it easier to copy and use for search.

• Timesheet reference ID will be available in the next release. Only Timecard ID is available in this release.

What’s Tracked

Exporting

• Export filtered results to CSV or XLSX.

• Exports are limited to 100,000 rows; larger exports are queued and emailed to the user.

Built for Compliance

• Audit records are write-once and immutable — once created, they can’t be edited or deleted at any level.

• Retained for a minimum of seven years, giving you a reliable long-term record for compliance and reporting.

Permissions

• Administrators have full visibility across the centralized Audit page and all record-level Audit tabs, with export access.

• Audit records are restricted by user permissions. Users can only view audit data for the modules and records they have access to.

Compliance Explanation

Assigning employees to shifts is now more transparent. The new Compliance Explanation feature lets you search for an employee and quickly find the reason they cannot be assigned to a shift. Whether it’s a missing or expired qualification, leave, or another compliance rule, the explanation is available directly from the Employee Availability window.

Selecting Explain displays a clear breakdown of the compliance issues preventing assignment, helping you identify and resolve rostering conflicts without manually checking employee records. Where applicable, you can also view additional details about the issue or override soft rule warnings if you have the required permissions.

How to Use Compliance Explanation

1. In the Roster, assign an employee to a shift.

2. Click Explain Compliance.

3. Search for the employee and select their name.

4. Review the reasons why the employee cannot be rostered to the shift.

Key Benefits

• Search for an employee and quickly identify why they cannot be assigned to a shift.

• See clear explanations for each compliance issue preventing shift assignment.

• Identify missing or expired qualifications and accreditations more quickly.

• Understand other assignment restrictions, such as leave, employee status, hierarchy restrictions, or unavailability.

• Access additional details and override eligible soft warnings (where permitted).

This enhancement streamlines the rostering process by making compliance checks more visible and easier to manage.

Employee Record Export

App Download Column

You can now add the App Download column to Employee Records for export, making it easy to identify employees who have downloaded the mobile app. To do this, go to the Employee module and add the column to your export.

Date Format

The Employee Export has been updated with the following date format changes:

• Removed the empty time component (e.g. T00:00:00.000Z) from all date fields.

• Start Date now shows the date only.

• All date columns use the DD-MM-YYYY format.

Scope: Employee Export only.

Requirements New Module

We’ve introduced the Requirement New module, allowing you to configure the information required when creating or editing Employees, Clients, and Sites.

Configuration Options

• You can now choose whether the Qualification Issue Date and Expiry Date are mandatory or optional.

• You can also add custom fields and choose whether they are required or optional. These fields are for record-keeping purposes only and do not affect compliance.

Supported Custom Field Types

These configuration options allow you to tailor the information collected while helping ensure required details are entered before records are saved.

Creating Qualification

1. Go to the Requirement New module.

2. Select the Qualifications tab.

3. Click Create Qualification.

4. Complete the required fields and any optional fields, if applicable.

5. Under Qualification Group, either:

   • Click + New Qualification Group to create a new group, or

   • Select an existing qualification group from the list.

6. Add fields based on your requirements.

7. Click Create

Creating Accreditation

1. Go to the Accreditations tab.

2. Click Create Accreditation.

3. Enter the accreditation details.

4. Click Create.

Assigning Qualifications to an Accreditation

1. Open the Accreditation.

2. The right-hand panel contains the following tabs:

   • Details – Displays the accreditation details.

   • Assignments – Displays the Roles, Hierarchy Nodes, Clients, and Sites where the accreditation has been assigned.

   • Assigned Qualifications – Displays the qualifications linked to the accreditation.

3. Select the Assigned Qualifications tab.

4. Click + Assign Qualification.

5. Select the qualification(s) to be included.

6. Click Assign to save the changes.

Fraud Detection Improvements

• Introduced risk_level field in the transaction response (low, medium, high).

• Added device_fingerprint to user session tracking.

• The x-risk-score header is now available in webhook callbacks.

Subscription Upgrades

• Subscriptions now support pause_until to delay renewals.

• You can update billing_cycle directly via the API.

• Added grace_period_days for smoother dunning flows.

API Enhancements

• The transaction_id is now returned in all webhook payloads.

• You can now pass the x-sandbox-mode header to simulate test transactions.

• The invoice.pdf field is now included in GET /invoices responses.

Dashboard Upgrades

• Dark mode toggle is now available under Settings > Preferences.

• Export buttons now include csv, xlsx, and json formats.

• The new quick_filters sidebar helps you find transactions faster.

Developer Tools

• The x-cli-key header has been standardized across CLI commands.

• sandbox-cli now supports environment variables with FINTECH_ENV.

• Updated API error codes: E-402 is now INSUFFICIENT_FUNDS.

New Payment Request Features

• Added support for one_time and recurring payment requests.

• Payment links now include ?utm_source parameters for tracking.

• Enhanced checkout pages with apple_pay and google_pay support.

POST /api/v1/payment-requests
{
  "amount": 5000,
  "currency": "USD",
  "type": "one_time"
}

POST /api/v1/payment-requests
{
  "amount": 5000,
  "currency": "USD",
  "type": "one_time"
}

POST /api/v1/payment-requests
{
  "amount": 5000,
  "currency": "USD",
  "type": "one_time"
}

API Enhancements

• The transaction_id is now returned in all webhook payloads.

• You can now pass the x-sandbox-mode header to simulate test transactions.

• The invoice.pdf field is now included in GET /invoices responses.

Fraud Detection Improvements

• Introduced risk_level field in the transaction response (low, medium, high).

• Added device_fingerprint to user session tracking.

• The x-risk-score header is now available in webhook callbacks.

Subscription Upgrades

• Subscriptions now support pause_until to delay renewals.

• You can update billing_cycle directly via the API.

• Added grace_period_days for smoother dunning flows.

Enhanced Payout Controls

• Added support for scheduled payouts (daily, weekly, or monthly).

• Introduced payout holds for accounts under review.

• Improved multi-bank linking for faster switching between payout accounts.

Analytics Dashboard Improvements

• New Net Revenue metric added.

• Enhanced filtering by customer cohort and subscription plan.

• Reports can now be exported as PDF in addition to CSV & Excel.

Developer Updates

Added new Transactions Search API:

New Features

• Multi-Currency Payouts

  You can now receive payouts in multiple currencies (USD, EUR, GBP).

• Added automatic currency detection based on account region.

• Option to set a default payout currency in account settings.

Improvements

• Enhanced failed payment retries: system will now attempt 3 retries within 7 days.

• Optimized analytics dashboard for faster load times.

Fixes

• Fixed an issue where sandbox transactions incorrectly appeared in sales reports.

• Resolved a bug causing VAT reports to show duplicated entries.