Crew Planner/Payroll Q2 2026

The Advanced, Delayed, and Held Payments views have been moved into a dedicated Reports dropdown. Users can now easily access reports that show the status of alternative payments currently active in the system.

Why it matters: This update provides a more organized way to access alternative payment information, making it easier for users to monitor payment statuses, quickly find relevant details, and manage active payments more efficiently.

A new Rejected Payments Report has been added to provide visibility into payments that have been rejected by the bank. The report displays rejected payments along with the rejection reason, where available.

Why it matters: This enhancement helps users quickly identify failed payments, understand the reason for rejection, and take appropriate action to resolve payment issues more efficiently.

A new managed account selector has been added to user roles, matching the functionality available in the Management Platform. This allows administrators to assign specific managed accounts (yachts) to users and control which yachts they can access.

Why it matters: This enhancement improves user access control by ensuring individuals only have visibility of the yachts they are responsible for managing. It helps protect sensitive information, reduces unnecessary access, and provides a more tailored user experience.

A new user role permission has been added to control who can manually place a payment on hold. Management companies can now restrict this action to authorized users based on their assigned role.

Why it matters: This enhancement improves payment security and governance by ensuring only designated users can place payments on hold. It helps prevent unauthorized or accidental holds while providing greater control over the payment workflow.

A new user role permission has been added to control who can create Advanced Payments. Management companies can now restrict the ability to create Advanced Payments based on a user's assigned role.

Why it matters: This enhancement improves security and operational control by ensuring only authorized users can create Advanced Payments. It helps reduce the risk of unauthorized or accidental payment requests while supporting better governance of the payment process.

A new checkbox has been added to the Crew Planner Calendar View that allows users to hide the Crew Position column. This gives users more control over the layout by reducing unnecessary information displayed on the screen.

Why it matters: Hiding the Crew Position column creates more space in the calendar view, making schedules easier to read and navigate, especially when working with large amounts of crew planning data.

A new checkbox has been added to the Crew Planner Calendar View that allows users to hide the Position ID column. Giving users more flexibility in customizing the calendar layout.

Why it matters: This enhancement helps maximize the available space in the calendar view by hiding unnecessary columns, making schedules easier to read and improving the overall user experience.

A confirmation message has been added when excluding a crew profile from the Payroll module. Before the change is applied, users will be asked to confirm that excluding the crew member means they will not be included in payroll or receive payment.

Why it matters: This enhancement helps prevent accidental exclusions by ensuring users understand the impact before confirming the action. It reduces the risk of crew members being unintentionally omitted from payroll.

Add an option that allows authorized users to mark a Rejected Payment as Completed when the payment has been successfully processed manually outside of the system. This option will be controlled through a user role permission setting, ensuring that only users with the appropriate access can update the payment status.

Why it matters: This enhancement provides a way to accurately reflect payments that have been completed outside the system while maintaining proper control over who can make these updates. It prevents rejected payments from remaining incorrectly marked as unresolved and improves payment tracking, reporting accuracy, and overall workflow management. By restricting this action through permissions, it also helps maintain accountability and system security.

Split the “Payments Created” into 2 distinct statuses: Change status to Payments Created – Awaiting Approval Approve Payments Created Status

Why it matters: This makes it much easier to identify which payroll records still require a second approval and which have already been approved.

New notification triggers have been added for Advanced Payments. Users can now receive notifications when an Advanced Payment is created and whenever its status changes as it progresses through the workflow

Why it matters: This enhancement keeps the appropriate users informed of key Advanced Payment events in real time, improving visibility, streamlining communication, and helping ensure timely action throughout the payment process.

New notification triggers have been added for Held Payments. Users can now receive notifications when a Held Payment is created and when its status changes, including when it is released.

Why it matters: This enhancement keeps the appropriate users informed of key Advanced Payment events in real time, improving visibility, streamlining communication, and helping ensure timely action throughout the payment process.

The payment date field has been updated to only allow users to select dates from today up to the next 30 days. This applies when entering payment dates for payroll records and other payments.

Why it matters: This improvement helps prevent errors caused by entering incorrect payment dates, such as dates in the past or dates too far in the future. It ensures payment schedules are entered accurately and helps maintain smoother payment processing.

A new user role permission has been introduced to control who can manually mark payments as rejected. Only users with the appropriate permission will be able to update a payment status to Rejected.

Why it matters: This enhancement improves payment security and control by ensuring that only authorized users can reject payments. It helps reduce the risk of accidental payment rejections and supports a more reliable payment management process.

A new “Mark Payment as Completed” permission has been added to User Role Permissions.

Why it matters: Administrators can now control which user roles are allowed to mark a payroll payment as completed. This provides better control over payroll processing and helps ensure that only authorized users can complete payments.

Status-based conditions have been added to all new and updated triggers and automations, allowing users to control notifications based on the status of a payroll or payment. This functionality also applies to Advanced Payments and Held Payments.

Why it matters: This enhancement provides greater control over automated notifications by ensuring alerts are only sent to the relevant users at the appropriate stage of the workflow. It helps reduce unnecessary notifications, improves communication, and ensures important status changes are actioned promptly.

A new Account ID field has been added to the Source Bank settings. Users can enter bank-specific identifiers required for processing transactions, including those needed for the Global Disbursements payment type.

Why it matters: This enhancement improves payment processing accuracy by allowing required bank identifiers to be stored and used during transactions. It helps ensure Global Disbursements payments are processed smoothly and reduces the risk of payment delays caused by missing account information.

The ability to delete Held Payments has been restricted once they have been submitted for funding. To delete a Held Payment, users must first revert the main payroll record status back to Open before removing the held payment.

Why it matters: This update helps prevent payment processing issues where other parts of a payroll have already progressed, but a deleted Held Payment becomes stuck and cannot be processed. The restriction ensures payment workflows remain consistent and reduces the risk of incomplete or unpayable transactions.

Triggers and Automations now allow user roles to be selected as recipients for alerts and email notifications. Instead of sending notifications to fixed recipients, administrators can configure which user roles receive specific alerts.

Why it matters: This enhancement gives organizations greater control over notifications by ensuring alerts and emails are sent only to the appropriate users. It helps reduce unnecessary notifications, improves communication, and ensures important updates reach the right people.

The effective date can now go as far back as the first day of the previous month, provided that previous month's payroll has already been approved or submitted for approval. Previously, the effective date could only go as far back as the first day of the current month.

Why it matters: This gives payroll administrators more flexibility when applying salary changes to an earlier period. It allows them to update salary information for the previous month when that payroll has already been approved or submitted for approval, helping ensure the salary change is applied to the appropriate payroll period.

The Crew Planner tab in the Crew Profile now displays the actual activation date when the Crew Planner Start Date option is set to On Crew Planner Activation Date. This allows users to see the start date directly within the crew profile.

Why it matters: This enhancement improves visibility by making the Crew Planner start date readily available, eliminating the need to navigate to other pages to find the information. It helps users quickly verify activation dates and manage crew planning more efficiently.

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A new Leave Unused by Date field has been added to the Crew Planner tab in the Crew Profile. Users can now view a crew member's unused leave balance for a specific date directly from the profile.

Why it matters: This enhancement makes it easier for crew, vessel, and fleet users to quickly check leave balances without navigating to other pages or running reports. It improves efficiency and provides faster access to important leave information.

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Users can now add attachments while creating or editing a status change. Previously, attachments could only be added after the status change had been created through a separate page.

Why it matters: This enhancement streamlines the status change process by allowing supporting documents to be uploaded at the same time the status change is created or edited. It reduces extra steps, improves efficiency, and helps ensure all relevant documentation is captured in one place.

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Additional page size options have been added when exporting the Crew Planner Calendar View to PDF. Users can now select A3 or A2 page sizes, allowing larger calendar layouts to fit more clearly on a single page.

Why it matters: This enhancement improves the readability of exported calendar reports, especially for larger crew schedules. Users can now choose a suitable page size to view, print, and share calendar information more effectively.

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A new Flights Used option has been added when creating a single-line status change. Users can now record and deduct one or more flights directly from the status change, ensuring flight usage is accurately tracked.

Why it matters: This enhancement simplifies crew status management by allowing flight deductions to be recorded during the status change creation process. It reduces manual updates and helps maintain accurate crew travel records.

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The New Status Change page has been updated to display work hours and rest hours within the Crew Status History table. Users can now view a history of Hours of Rest records alongside leave balances when creating or editing a status change.

Why it matters: This enhancement provides users with better visibility of crew availability, rest compliance, and leave information in one place. It helps users make more informed decisions when updating crew status changes.

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The Crew Planner Statistics export now includes the report's effective date in both the PDF title and at the top of the report. This makes it easy to identify when the report was generated.

Why it matters: Including the report date improves record keeping and helps users quickly identify the reporting period when reviewing, sharing, or archiving exported reports.

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The “Create Alert for Payroll Administrators” and “Send Email to Payroll Administrators” actions have been replaced with the more general “Create Alert” and “Send Email” actions.

Why it matters: This provides more flexibility and control over who receives payroll notifications. It also allows you to use the same alert or email actions for different users and scenarios, rather than limiting them specifically to Payroll Administrators.

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