List of Release Notes (2024)

Version 9.1.134 (2 December 2024)
Performance Management 
 The Modify objectives button is disabled when the phase is active (#123736) 
 Problem 
 
 Cannot modify objective settings when approved and the rating phase is not active. 
 
   
 Solution 
 
 Change the rule when the modify settings button is disabled 
 
   
 Objective Settings Queries (#123654) 
 Problem 
 
 When the manager approves the objective settings and the user has not yet in dual approval then the status of the user displays incorrectly on the manager check-in dashboard for the user 
 
   
 Solution 
 
 Add 2 new rating statuses based on the approval state of the objective settings 
 
   
 Employee profile locked (#120818) 
 Problem 
 
 Employees cannot access the contract because it is locked. 
 
   
 Solution 
 
 Added confirmation modal to request if the user is still busy on the page. If the user clicks 'Continue', the lock is refreshed, otherwise, after a minute the lock opens and reverts the user back to the PM dashboard. 
 
   
 Rating scale (#123348) 
 Problem 
 
 When rating an evaluation excluded rating scales are not available to rate with 
 
   
 Solution 
 
 Remove the filter on exclusion and correct the score that is now nullable 
 This displays the extra scales 
 
   
 Performance Agreement - System Issues (#123305) 
 Problem 
 
 The Date field is displayed as incorrect 
 
   
 Solution 
 
 On blur add the active class to display the label on top and empty the value when not completed Remove the word axios.ts from the generic error 
 
   
 
 People Management | System Module Roles 
 A person without Organisational Structure Permissions can access the Org (#121709) 
 Problem 
 
 Even though the user has no access to Organisation Structure rights, they can access the Org Structure. 
 This is because the user has Job Profiler Admin rights. 
 
   
 Solution 
 
 Remove the Job Profiler Admin rights from accessing the Org Structure 
 
   
 
 HR Processes 
  Changing the Fallback selection on the workflow setup removes the settings on the Workflow Fallback Configuration (#123738) 
 Problem 
 
 Changing the Fallback selection on the workflow setup removes the settings on the Workflow Fallback Configuration. 
 
 Solution 
 
 Ensure that the settings on the Workflow Fallback Configuration does not get cleared when changing the Fallback selection. 
 
   
 
 Imports 
 DISABILITY STATUS (#123550) 
 Problem 
 
 When disabilities like none, not disabled, no, no disability are imported in the user import the expectation is that the user will not be made disabled in the system even though a disability is provided for the user. 
 
   
 Solution 
 
 Add a bool field to exclude certain disabilities from being imported where the client determines what disability term indicates not disabled 
 Add translation error handling in MVC 
 
   
 
 Data Warehouse 
 Claim Report for Sage Import (#122871) 
 
 Problem 
 
 
 Datasource jpHRProcessRequestData needs to be added that contains the JSON response entries  
 
 
 
 Solution 
 
 
 Added data source jpHRProcessRequestData within the V9 Data warehouse 
 
 
 
 
 Performance status report (#123397) 
 Problem 
 
 
 No results returned when running the report: 
 
 
 
 Solution 
 
 
 This was due to an issue on the DWH that was picked up now with jpReportingLines, where the Datawarehouse package did not cater for Username, Name and Surname changes that can occur withinthe  DataSource table "JobProfiler.UserReportingLines", as the DWH only checked for changes that occurred within Database table "JobProfiler.MaterialisedUsers". 
 
 
 
 
 Performance Management: Exclude job titles from performance management (#122661) 
 
 Problem 
 
 
 Performance Management Records are returning for Smollan, although the Job titles are excluded. 
 
 
 
 Solution 
 
 
 Created a custom container within V9 DWH that will remove Performance Management entries for Smollan if they are included in the Job Title exclusion list 
 
 
 
 Evaluation questions (#123006) 
 Problem 
 
 
 The report shows the rater as anonymous when the KPI evaluations are sent out anonymously.  
 
 
 
 Solution 
 
 
 Added new fields
 
 PersonThatDidTheEvaluationUnAnonymous, 
 ContractPeriodOverallEvaluatorEmailUnAnonymous,  
 ContractPeriodSectionItemEvaluatorNameUnAnonymous,  
 ContractPeriodSectionItemEvaluatorEmailUnAnonymous  
 
 
 This will return the user details regardless if the Anonymous setting is set to true or not 
 
 
 
 Learning Management 
 Period info not displayed above the mark sheet (#123698) 
 Problem 
 
 
 Missing title with subject, period and class name 
 
 
   
 Solution 
 
 
 Added .marksheet-card class in Marksheet.scss for top border styling 
 Added title with the subject, period and class name above the Excel mark sheet 
 
 
   
 The mark sheet shows that the same people group has been linked twice (#123772) 
 Problem 
 
 Classes should be listed with the same node instead of the same student group/class 
 Existing People group select throwing errors when retrieving a bigger group 
 
   
 Solution 
 
 Updated the method signature for  ListPeopleGroupClassSubjectGroupsAsync  in the  ILearningManagementQueries  interface to replace  peopleGroupId  with  nodeId . Corresponding changes were made in the  LearningManagementQueries  class, including updating the SQL query. Adjusted calls in  LearningManagementServiceV1  to pass  request.NodeId  instead of  request.PeopleGroupId . Modified the  ListClassSubjectGroupsRequest  message in  learning_management.v1.proto  to replace  people_group_id  with  node_id . 
 Updated AttendanceRegisterViewModel and MarksheetViewModel to use ListPeopleGroupUsersRequest and ListPeopleGroupUsersResponse instead of ListRulesetPeopleGroupUsersRequest and ListRulesetPeopleGroupUsersResponse. 
 
   
 Remove the text box below the spreadsheet (#123639) 
 Problem 
 
 There is a text box below the spreadsheet which is not shown on the mock-up.  
 
   
 Solution 
 
 Remove the text box 
 
   
 Absent learners not saved / Error when saving again (#123744) 
 Problem 
 
 ClassSubjectId  is incorrectly saved as  ClassSubjectGroupId  in the attendance table. Therefore, when attempting to save, it appears that the operation is not successful. 
 
   
 Solution 
 
 Replaced  request.ClassSubjectId  with  request.ClassSubjectGroupId  in the  CreateUpdateAttendancesCommandHandler class. 
 
   
 Reset the toggle each time Publish & Lock opens (#123707) 
 Problem 
 
 Send Notification is enabled in  PublishAndLockConfirmationModal.tsx  when it should be disabled at the time the modal is opened 
 
   
 Solution 
 
 Implemented  useEffect  in  PublishAndLockConfirmationModal  to reset  sendNotification state to false when the show property changes to false, ensuring the state is cleared when the modal is closed. 
 
   
 [Pathways] [Class/Group] [Marksheet] Open the comments modal when you click in the comments cell (#123536) 
 Problem 
 
 The user has no clear indication of how to open the comment modal 
 
   
 Solution 
 
 Introduced a new feature to display a translated instruction message in the comment cell when it is empty. The message is shown in grey and changes to black when an actual comment is added and the comment column width is increased from 180 to 200. 
 Added translation key  doubleClickToAddComment  in  learningManagement.json . 
 
   
 Marksheet not saving all data (#123551) 
 Problem 
 
 Auto marks already overridden are being overridden again by the V8 import of marks. 
 
   
 Solution 
 The changes introduce a new boolean property,  Overridden,  to the  Mark  class and related data structures. This property determines if the V8 import of marks should update the mark. 
 
 Updated  Mark  class and constructors to include  Overridden . 
 Modified  CreateUpdateMarksCommandHandler.cs  to handle  Overridden . 
 Updated  LearningManagementCommands.cs  and  LearningManagementQueries.cs  to include  Overridden . 
 Enhanced  LearningManagementViewModel.cs  and  LearningManagementServiceV1.cs  to manage  Overridden . 
 Added  Overridden  to  learning_management.v1.proto  messages. 
 Updated various DTOs and records to include  Overridden . 
 Added a new migration file to create the  Overridden  column in the  Marks table. 
 
   
 [Pathways] [Class/Group] [Marksheet] Unable to retrieve comments error when I open a mark sheet (#123530) 
 Problem 
 
 Adding a new class or group to a pathway and accessing the mark sheet leads to erroneous data displayed onthe  UI. This is caused since the data is not yet imported to V9 and the Class/Group is not yet linked to a subject 
 
   
 Solution 
 
 Updated  MarkController.cs  to wrap error messages in an object with a  message  property for  ConfigurationErrorsException  and  RpcException . 
 Modified  Marksheet.tsx  to check for  error.response.data.message  in the  catch  block and conditionally render  ButtonLinkSlider  and  MDBAccordion  based on  navLinks  and  markSetupList lengths. Added alerts for no-mark setups or students. 
 Added new localized messages in  learningManagement.json for scenarios with no subjects or students 
 
   
 [Pathways] [Class/Group] [Attendance Register] Teacher / Facilitator shown on attendance register (#123365) 
 Problem 
 
 LearningAdmin included in Attendance Register and Marksheet page 
 Attendance history student order does not match with other pages 
 Teachers with LearningAdministrator Roles can manage the Master Data 
 
   
 Solution 
 
 Added  IdentityClient  in AttendanceController and MarksheetController. Update the Create method signature to include Identity.IdentityClient and call ListUsersLinkedToRolesAsync to filter out Learning Administrator role users. 
 Updated the SQL query in  LearningManagementQueries.cs  to order results by  s.Surname  and  s.Name  . 
 In  RolesViewModel.cs , removed the  LearningAdministrator role from one list of roles with standard permissions and re-added it to the customizable list specifically for when assigning the role to a teacher 
 
   
 
   
   
   
   
  

Version 9.1.133 (2 December 2024)
Data Warehouse 
 As a Report Builder, I want all the new fields available in the DWH (#120979) 
 Added the HR Processes additional fields: 
 
 Comments 
 Special Instructions 
 Cancel Reason 
 Decline Reason 
 
 
 Import-export (#121920) 
 
 Certain fields/tables will need to be added to the data warehouse to create a report on the report builder that can be used as a template to Import People's Data on V10 
 
 
 Job Profiler sync from V9 to V8 (#121932) 
 Problem 
 
 Not all Job Profiler fields sync to V8 
 
 
 Solution 
 
 Amend the sync to include:
 
 Occupational Category 
 Occupational Level 
 OFO Codes 
 
 
 
 
 Table consolidation and Data Dictionary cleanup (#121644) 
 Problem 
 
 There is data in the Data Dictionary tables across tenants 
 There are unused columns in the data warehouse tables 
 There are tables in the data warehouse that can be combined 
 There are columns in the Data Dictionary where the content of the column is unclear 
 This requires a rename of the alias of such columns 
 Column names do not appear in an expected / logical order   
 
   
 Solution 
 
 
 Cleanup data so that there is only Data Dictionary data in tenant 1 
 Work through all columns in the Datawarehouse and identify unused columns 
 Identify tables in the data warehouse that can be combined 
 Review all columns and suggest wording where it is not clear what is stored in the column 
 Order columns in a logical order 
 Ensure data sources appear in their correct categories 
 
 
 
 Duplicate Reports were created when adding a new report (#110700) 
 Problem 
 
 Duplicate reports were created when clicking on the tabs multiple times before creating the report. 
 
 Solution 
 
 Ensure that only a single report gets created when adding a new report. 
 
 
 Learning Management 
 Prevent users from clicking the attendance Register link if there's no period (#122073) 
 Problem 
 
 There is no indication that periods need to be set up 
 Error message for period retrieval is the wrong message 
 
 Solution 
 
 Add a warning message to indicate periods need to be configured 
 Added new message to indicate retrieval error 
 
 
 [Pathways] [Class/Group] [Attendance History] Make sure the horizontal scrollbar is always visible (#123369) 
 Problem 
 
 The space beneath the card does not match the space on all other sides. 
 
 
 Solution 
 
 Removed the fixed viewport height percentage from  .card-attendance-history  in  AttendanceHistory.scss . 
 Updated AttendanceHistory.tsx  to add  h-100  class to outer  div  and  MDBCard component, ensuring they take up 100% of the parent container's height 
 
 
 [Pathways] [Class/Group] [Attendance Register] Teacher / Facilitator shown on attendance register (#123365) 
 Problem 
 
 LearningAdmin included in Attendance Register and Marksheet page 
 Attendance history student order does not match with other pages 
 Teachers with Learning Administrator Roles can manage the Master Data 
 
 
 Solution 
 
 Added  IdentityClient  in AttendanceController and MarksheetController. 
 Update the Create method signature to include Identity.IdentityClient and call ListUsersLinkedToRolesAsync to filter out Learning Administrator role users. 
 Updated the SQL query in  LearningManagementQueries.cs  to order results by  s.Surname  and  s.Name  . 
 In  RolesViewModel.cs , removed the  LearningAdministrator role from one list of roles with standard permissions and re-added it to the customizable list specifically for when assigning the role to a teacher 
 
 
 [Pathways] [Class/Group] [Marksheet] Reduce padding of the rows in the Setup section (#123538) 
 Problem 
 
 There is too much padding of the rows in the Mark Setup section 
 
 
 Solution 
 
 Added CSS rules in  Marksheet.scss  to set padding and font weight for table headers and cells within the  #table-marks  element. 
 Modified the Marksheet  component in  Marksheet.tsx  to include additional class names and styles for the accordion header and body. 
 Changed the MDBTable  element to have an  id  of  table-marks to apply the new CSS rules. 
 
 
 [Pathways] [Class/Group] [Marksheet] Marks displayed in reverse order (#123559) 
 Problem 
 
 The marks shown are not in alphanumeric order 
 
 
 Solution 
 
 Added ORDER BY  cci.Mark clause. To order the items by name  
 
 
 [Pathways] [Class/Group] [Marksheet] Unable to retrieve comments error when I open a mark sheet (#123530) 
 Problem 
 
 Adding a new class or group to a pathway and accessing the mark sheet leads to erroneous data displayed on the UI. This is caused since the data is not yet imported to V9 and the Class/Group is not yet linked to a subject 
 
 
 Solution 
 
 Updated  MarkController.cs  to wrap error messages in an object with a  message  property for  ConfigurationErrorsException  and  RpcException . 
 Modified  Marksheet.tsx  to check for  error.response.data.message  in the  catch  block and conditionally render  ButtonLinkSlider  and  MDBAccordion  based on  navLinks  and  markSetupList lengths. Added alerts for no-mark setups or students. 
 Added new localized messages in  learningManagement.json for scenarios with no subjects or students 
 
 
 [Pathways] [Class/Groups] [Attendance Register] Able to save when the attendance register has not been configured (#123525) 
 Problem 
 
 The save and notification buttons can still be used even without periods and students. 
 Able to use the send notification button even if the attendances have not yet been saved

 
 
 
 Solution 
 
 Added a  disabled  attribute to the "Save" and "Send Absent Notifications" buttons in the  AttendanceRegister component. These buttons will now be disabled if no students are on the list. 
 The notification button will now also be disabled until all the attendances listed on the page have been added to the DB 
 
 
 [Learning Management][Product Setup] Cycle Intervention Setups - Dropdowns not Functional (#123531) 
 Problem 
 
 When creating subjects with new subjects, the intervention dropdowns are not initiated properly because of duplicate names between cycles. Also, there is a problem editing a cycle. It is treated as a new cycle instead of an existing cycle 
 
 
 Solution 
 
 Use the cycle nr instead of the id for newly created cycles as the id is 0 when created. This fixed the dropdown problem. Also, add action on the cycle modal to properly distinguish between an edit or an add of a cycle as using the id is 0 for newly created cycles. 
 
 
 [Pathways] [Class/Group] [Marksheet] Marksheet shows that a mark was set as manual when it was set as automatic (#123608) 
 Problem 
 
 The auto setting does not pull through to the mark sheet. 
 
 
 Solution 
 
 Fix argument list in MarkSetupDTO contructor 
 
 
   
 
 People Management 
 An unspecified error when saving the profile without specifying the required fields (#122954) 
 Problem 
 
 When the  Citizenship  field is omitted and the user tries to Save the newly added profile, an unspecified error is displayed. 
 
 
 Solution 
 
 Add a descriptive message 
 
 
 Default Banners missing (#123303) 
 Problem 
 
 The system does not have the Default Banners 
 
 
 Solution 
 
 Display the ruleset 1 banner on the image resources page when the current ruleset has no images uploaded yet 
 
 
 
 
 Translations 
 Performance Management: Implement domain error handling with translation keys (#121935) 
 Problem 
 
 Domain errors have no translations 
 
 
 Solution 
 
 Replace all the domain errors with translations. 
 All messages handled across all the services should show a detailed error on the front end.  
 Supported languages:
 
 en-US, af-ZA, de, fr-CF, pt-MZ, ar-SA, am 
 
 
 
 
 
 Job Profiler 
 Search field does not filter Profile Codes (#122768) 
 Problem 
 
 The Search field does not filter Profile Codes 
 
 
 Solution 
 
 Enable the search field to filter the Profile Codes as it does on the Position page 
 
 
 
 Report Builder 
 [Report Builder][Admin User][Date] Changes to date field (#121255) 
 Problem 
 
 There is only a Date (Default) field available on the fields 
 
 
 Solution 
 
 Change the current one above to Date and time (Default) 
 
 This time shows as: 2024-10-07T07:30:53.8235783 
 Show as standard date/time function, but aligned to the selected culture and timezone.  In the above example, it should be: 2024-10-07 9:30:58 
 
 
 Add another option for Date only 
 
 This option must show the date without the time component 
 
 
 
 
 Snack message translation missing (#121621) 
 Problem 
 
 When changing the selection on the People Group drop-down, the message on the Snack Bar is not translated.  
 This only happens when the Default Ruleset language is set to the same as the user's preferred language.  
 In the example, the user's preferred language is set to English - United Kingdom and the default for the ruleset is set as English - United Kingdom. 
 
 
 Solution 
 
 Corrected the translation issue to display the correct message 
 
 
 
 SigniChat 
 Group Members count inaccurate (#121907) 
 Problem 
 
 The member count shows 3, but there are only 2 people on the members list.   
 It appears as though the 'support user' may have been included in the count but does not appear on the list.   
 If this person should be on the list, then they need to show as a member, if not, then the count needs to be reduced to 2. 
 
 
 Solution 
 
 Exclude the support user from the user count 
 
 
 Styling on Chat Search box to be made standard (#120691) 
 Problem 
 
 There is an issue where search events are not bound when going from create chat to the active chat list 
 
 
 Solution 
 
 Fixed the issue of always binding search events when loading active chats 
 
 
 
 Imports 
 Import fails when Name and Surname are not required and not provided (#122030) 
 Problem 
 
 
 It is possible to make the Name and Surname fields not required on the People Management module configuration. This setting affects the front end as well as the people's import. 
 
 
 
 
 When these fields are not required and you import a user with no name and/or surname, the import fails be cause the back-end still validate these fields.  
 
 
 
 
 Solution 
 
 
 Removed name/surname validation when staging data and not set on ESS as required 
 
 
 
 
 Competency Analysis 
 Add detail to Category when collapsed after rating (#112814) 
 Problem 
 
 The competency subtext is not correct when all competencies are assessed 
 
 
 Solution 
 
 Ensure the subtext is correct when all competencies are assessed 
 
 
 Additional Competency List displays Competencies linked to the Job Profile (#109846) 
 Problem 
 
 When clicking on the "Do self-assessment" button and then clicking on the +Competency button for the Additional Competencies modal, will result in an empty dialog. 
 
 
 Solution 
 
 Ensure that the Additional Competencies modal is not empty, after clicking on the "Do self-assessment" button 
 
 
 
 Notification | Email Setup 
 Port and Time Out text box labels incorrect (#102607) 
 Problem 
 
 When the page is displayed, the Port and Time Out text box labels have the border box drawn through the label. 
 
 
 Solution 
 
 Fix the input style 
 
 
 
 Ruleset Management | Signify Mobile App 
 As a System Owner, I want to create a web page to embed the bot (#121383) 
 
 Signify created a web page where the bot will be embedded as per the standard sharing capability of Landbot.

Version 9.1.132 (18 November 2024)
Performance Management 
 Unapproved ratings shown on the report (#119167) 
 Problem 
 
 The scores should not be displayed until the ratings have been approved 
 The Review Survey should be shown on the View/Print 
 
 
 Solution 
 
 Fix the score shown on Print Preview when ratings are not approved.  
 Fix the Survey section on print preview.  
 
 
 Evaluators to see all the employees they need to rate in one list across Review Setups (#123183) 
 Problem 
 
 Currently, a person rating others gets 2 or more lists when people are in different review setups   
 
 Solution 
 
 Ignore the review setups and periods when creating the list of people someone must evaluate 
 Show ALL people you need to evaluate across review setups 
 Add a column to show the review setups' due date 
 
 
 Emails for 360-degree evaluation (#123028) 
 Problem 
 
 When the Evaluation Sent template is triggered it gets the list of evaluation items it needs to email out, each of these items are then updated to 'Sent' status. However, with large data sets the handler appears to time out and never return any recipients to the notifications client. 
 
 Solution 
 
 Changed the UpdateEvaluationSentcommand handler to do a Bulk Update which required bypassing the normal aggregate root update. Also fixed the query selecting evaluations to mail out since it only needs to be sent out when the contract is in the ratings phase (objectives approved) 
 
 
 Search on create contracts screen not working (#118638) 
 Problem 
 
 Sql command timeout occurs when selecting people with people groups for bulk action. 
 
 
 Solution 
 
 Optimise query on select people for pm bulk action to create contracts from the template. Join on temp user-id table instead of selecting all records from cteOrderedAppointments 
 
 
 Hide setting: "Allow the manager to override who will approve and rate" (#122951) 
 Problem 
 
 The setting has been added but is still in the pipeline to be developed 
 
 
 Solution 
 
 Hide the setting until this functionality has been added 
 
 
 2 emails being sent with separate links for one Evaluation (#122047) 
 Problem 
 
 2 emails were sent when a review setup was linked to multiple years. 
 
 
 Solution 
 
 Fixed issue by checking which review year set up the contract belongs to 
 
 
 Sent to Wrong Person Results not Saving Correctly Under Evaluations (#122676) 
 Problem 
 
 If the evaluations were saved first, then submitted with "Sent to the wrong person" selected, the saved ratings were still shown on the evaluation summary 
 
 
 Solution 
 
 If an evaluation is saved as a draft and then "Sent to the wrong person" is selected, the overall evaluation is deleted and the evaluation rating is set back to null 
 
 
 After Evaluation Results Submitted, Notification Sent Status Changes to Unsent (#122667) 
 Problem 
 
 After Evaluation Results are Submitted, a Notification Sent with Status Changes to Unsent 
 
 Solution 
 
 Fixed bug made by the changes of the new save functionality. 
 
 
 
 Job Profiler  
 Job Profiler sync from V9 to V8 (#121932) 
 Problem 
 
 The dropdowns when creating or editing a job profile are confusing as it looks like the default is always selected 
 
 
 Solution 
 
 Add empty translated default 
 
 
 Job Code Search not working (#123312) 
 Problem 
 
 On the Job Profiler admin screen the search is only checking against job title, you cannot thus search by Job Code 
 
 Solution 
 
 Included Job Code on the search filter to allow searching for Job Title or Job Code. 
 
 
 
 People Management 
 SELECT NEW PROFILE PICTURE not available (#123135) 
 Problem 
 
 The Image Resources settings handling the display/upload of Avatar images were also affecting the profile image selection and upload. 
 
 
 Solution 
 
 Removed the if check determining the display of the Profile Picture selection and upload as this must ALWAYS be visible and not be affected by the Avatar settings. 
 
 
 
 HR Processes 
 Multiple persons on the topmost (root) node as fallback (#121882) 
 
 Add the Workflow Fallback Configuration to the Process Flow page as well. 
 It will first look at the Organisational Unit's setup and if no one is found, then it will look at the config on the Process Flow page. 
 If the config is nowhere added, then there will be no Fallback and the process will break. 
 
 
 Linespace to be added on the Process Flow setup page (#123178) 
 Styling fixes 
 
 Fallback approvers set on the child node are shown for the person on the node above this node that the fallback is set for (#123180) 
 Problem 
 
 Instead of selecting the user on the top node, it selected someone on the second-highest level. 
 
 
 Solution 
 
 Fix fallback user calculation  
 
 
 
 Learning Management 
 Make default absent email more generic (#123136) 
 Problem 
 
 Need to change template to be more generic, changes to subject not applied to email. 
 
 Solution 
 
 Change absent email template to be more generic, also allow subject to be custom 
 
 
 Date Picker styling (#122907) 
 Styling fixes 
 
 [Attendance Register] Show Username (#123009) 
 Problem 
 
 Please consider displaying the Username of the employees on the Attendance register 
 
 
 Solution 
 
 The username has been included within the student column for the attendance register, attendance history and mark sheet 
 
 
 Prevent users from clicking the attendance Register link if there's no period (#122073) 
 Problem 
 
 There is no indication that periods need to be set up 
 Error message for period retrieval is the wrong message 
 
 
 Solution 
 
 Add a warning message to indicate periods need to be configured 
 Added new message to indicate retrieval error 
 
 
 
 
 Data Warehouse 
 Performance Management: Exclude job titles from performance management (#122661) 
 Problem 
 
 Performance Management Records are returning for Smollan, although the Job titles are excluded. 
 
 Solution 
 
 Created custom container within V9 DWH that will remove Performance Management entries for Smollan if they are included in the Job Title exclusion list 
 
 
 Reportbuilder.Materializedusers not updated (#121762) 
 Problem 
 
 Report builder materialised users fails 
 When importing 
 Notification users are not created 
 Performance reporting lines are not updated 
 Appointments are not updated for materialised users 
 User data is lost when updating appointments or reporting line data 
 
 Solution : 
 
 The notification did not implement batch user materialisation and appointments Performance management implements batch reporting line materialisation 
 Report builder correct code 
 Implement updates of materialised data only if changes 
 Add migrations to update data across services for report builder and notifications 
 
 
 Competencies not in DWH (#121863) 
 Problem 
 
 
 Competency datasources needs to be added to the V9 DWH 
 
 
 
 Solution 
 
 
 Added competency datasources within the V9 DWH 
 
 
 
 
 Claim Report for Sage Import (#122871) 
 Problem 
 Datasource jpHRProcessRequestData needs to be added that contains the json response entries  
 
 Solution 
 Added datasource jpHRProcessRequestData within V9 Datawarehouse

Version 9.1.131 (18 November 2024)
People Management 
 Users cannot send Kudos - People group problem (#122263) 
 Problem 
 
 When a user does not have an active / default people group, the My Team / My Department / My Company user lists don't load.  
 This is incorrect, as for those views, it does not require the user to have a people group, and it will return only relevant people based on the reporting line/org. 
 
 Solution: 
 
 Removed the check to not call getUsers when a user does not have an active people group. 
 
 
 Active people indicator shows employees as Future Dated when the appointment date is in the past (#121617) 
 Problem 
 
  When hovering over the Active People count for a newly created ruleset, the count shows that the 1 person appointed is future-dated. 
 
 
 Solution 
 
 Ensure that the person is not seen as future-dated but active 
 
 
 Support user visible on newly created ruleset (#121931) 
 Problem 
 
 The support user is shown on the People Management Dashboard 
 
 
 Solution 
 
 Hide the user from the front-end 
 
 
 Fit initials into bubble (#122322) 
 Problem 
 
 The initials do not fit in the bubbles 
 
 
 Solution 
 
 Make the font smaller 
 
 
 
 Main Dashboard 
 Update size of middle block (#122320) 
 Problem 
 
 The My Colleagues widget is bigger than the rest 
 
 
 Solution 
 
 Align the widget with the rest of the widgets 
 
 
 
 Global Search 
 Search field loses focus (#121885) 
 Problem 
 
 You type a few characters, and then the page reloads to show the relevant filtered data, but it loses focus, and you have to click on it again to refine your search. 
 
 
 Solution 
 
 After the result set has been filtered, place the focus back in the search box so that you can continue to refine without having to click in the box again. 
 
 
 
 Imports 
 Disabilities duplicated (#121903) 
 Problem 
 
 When reimporting a user the disabilities are duplicated and all disabilities added on the front end are deleted 
 The importation of long org codes fails at the DB level. 
 When creating a new user, if there are empty disabilities in the master data, the import fails with the object reference issue. 
 
 Solution 
 
 Change the domain update of disabilities when importing as disabilities in the DB are not loaded 
 Correct the length of the org code in the pre-validation 
 Add checks for null disabilities when creating a user 
 
 
 Add Person AppointmentEndDate to MaterialisedUsers tables (#121349) 
 Problem 
 
 Report builder materialised users fails 
 When importing 
 Notification users are not created 
 Performance reporting lines are not updated 
 Appointments are not updated for materialised users 
 User data is lost when updating appointments or reporting line data 
 
 Solution 
 
 The notification did not implement batch user materialisation and appointments 
 Performance management implements batch reporting line materialisation 
 Report builder correct code 
 Implement updates of materialised data only if changes 
 Add migrations to update data across services for report builder and notifications 
 
 
 
 Organisational Structure 
 Line Manager details spill off the page (#121877) 
 Problem 
 
 With the Zoom at 90%, (values higher than 80%)  the  Line Manager details for the positions spill over the right border of the page. 
 
 
 Solution 
 
 Wrap the text with the zoom 
 
 
 
 Learning Management 
 Unable to view all Learning Portal contents once logged in using copied link (#122264) 
 Problem 
 
 
 Opening the pathway shared link for V10 prevents navigation to the normal learning portal 
 
 
 
 Solution 
 
 
 The portal link is cached when opening the lms portal on V10. Adjusted the logic to only cache the link if the menu item is used and not when a shared link is used. 
 
 
 
 Not able to link learning manage role to user (#122890) 
 Problem 
 
 The role for Learning Administrator is not available in V9 
 
 
 Solution 
 
 Create a Learning Administrator role 
 
 
 
 Data Warehouse 
 Table consolidation and Data Dictionary cleanup (#121664) 
 Problem 
 
 There is data in the Data Dictionary tables across tenants 
 There are unused columns in the Datawarehouse tables 
 There are tables in the Datawarehouse that can be combined 
 There are columns in the Data Dictionary where the content of the column is unclear This requires a rename of the alias of such columns 
 Column names do not appear in an expected / logical order   
 
   
 Solution 
 
 
 Cleanup data so that there is only Data Dictionary data in tenant 1 
 Work through all columns in the Datawarehouse and identify unused columns 
 Identify tables in the Datawarehouse that can be combined 
 Review all columns and suggest wording where it is not clear what is stored in the column 
 Order columns in a logical order 
 Ensure data sources appear in their correct categories 
 
 
 
 
 Performance Management 
 Cannot submit agreement (#122734) 
 Problem 
 
 Error when attempting to save a comment. 
 The section item weight must be greater than 0. 
 The section weight is, however, 5%, and the employee is still busy capturing the remainder of the information and balancing the scorecard.

 
 
 
 Solution 
 
 Skip validation for weight on values and behaviours when setting auto distribution is enabled  
 
 
 Move tooltips up for buttons on the agreement page (#118757) 
 Problem 
 
 When you view an agreement, several buttons can be found at the bottom of the screen. Some of them display a tooltip on hover, but it sometimes gets in the way then the click is not registered.  
 
 
 Solution 
 
 Move the tooltips to display above the buttons 
 
 
 As a Performance Administrator viewing the Review Setups, I want to have a setting to determine whether the timeline should show on Performance Dashboard for the end-user (#121303) 
 Problem 
 
 People requested to not see the timeline on the Dashboard 
 
 
 Solution 
 
 Add a setting to hide the timeline on the Dashboard 
 
 
 As a Performance Administrator viewing the Review Setups, I want to have a setting to determine whether the Agreements can be edited when using the API to create Agreements (#121302) 
 Problem 
 
 No functionality existed to lock an agreement from editing 
 
 
 Solution  
 
 Added new settings 
 
 
 
 As a person doing the evaluation, I want a Save button to save my progress for later (#122391) 
 
 Added a Save button before the Submit button on the evaluator page 
 The Save has been added on the Back arrow as well 
 This is to allow the person to add ratings and comments and then come back later 
 
 
 
 As an employee creating the evaluations, I want to see the people's name, surname and email (#122390) 
 Business Rules 
 
 When the setting is enabled for the Manager and Employee not to see the results, and the employee and/or manager is creating the evaluations, the selected people's info should be shown 
 Do not show the results on the create evaluation modal 
 Summary modal stays as is 
 
 
 Employee and Manager creating Evaluations 
 
 Summary  
 
 
 When the setting is selected that the employee may not see the results, but the manager can, then the same as for the employee above should be implemented 
 For the Manager, it stays as is 
 
 
 Manager 
 
 Employee 
 
 Summary - Employee 
 
 Summary - Manager 
 
 
 Action Label Requires Correction (#122015) 
 Problem 
 
 When a user receives an evaluation request link via email, when the link is opened the Action Heading is displayed as ACTION.ACTION - this should be ACTION 
 
 
 Solution 
 
 Added the translation for Action 
 
 
 
 System Menu 
 The translate button on the My Heading field does not navigate the user to the Menu Heading field translation field (#121904) 
 Problem 
 
  When clicking on the  Translate  button on the Menu Heading field, I am navigated to the first item on the translation list. 
 
 
 Solution 
 
 Ensure that the user is taken directly to the  Menu Heading field on the list of translations. 
 
 
 
 Report Builder 
 Changes to date field (#121255) 
 Problem 
 
 When right-clicking on a date field in Report Builder, the following options show and there is no option for time: 
 
 
 Solution 
 
 Change the current one above to Date and time (Default)
 
 This time shows as: 2024-10-07T07:30:53.8235783 
 Show as our standard date/time function, but aligned to the selected culture and timezone.  In the above example it should be: 2024-10-07 9:30:58 
 
 
 
 
 Add another option for Date only
 
 This option must show the date without the time component 
 
 
 
 
 
 API 
 As a System Owner, I want to create an API call to import Performance Agreements from a third-party system (#121301) 
 Business Rules 
 
 
 
 
   An API call should be created to import the agreements from a third-party system   
 
 
 
 
 
 
 
 
 The agreements will be imported per employee for a Review Setup linked to the Review Year for a Review Item as an Overall Approved Agreement   
 
 
 
 
 
 
 
 
 The fields needed for the API are:   
 
 
 
 
 
 
 Ruleset Code   
 
 
 
 
 
 
 Username *   
 
 
 
 
 
 
 Review Year *   
 
 
 
 
 
 
 Review Setup *   
 
 
 
 
 
 
 Review Item *   
 
 
 
 
 
 
 Section *   
 
 
 
 
 
 
 Section Weight   
 
 
 
 
 
 
 Perspective   
 
 
 
 
 
 
 Perspective Weight   
 
 
 
 
 
 
 Is Perspective Library Item   
 
 
 
 
 
 
 KPA   
 
 
 
 
 
 
 KPA Weight   
 
 
 
 
 
 
 Is KPA Library Item   
 
 
 
 
 
 
 KPI   
 
 
 
 
 
 
 KPI Weight   
 
 
 
 
 
 
 KPI Measures   
 
 
 
 
 
 
 KPI Ratings   
 
 
 
 
 
 
 
 
 KPI Activities   
 
 
 
 
 
 
 Is KPI Library Item   
 
 
 
 
 
 
 Person Rating *   
 
 
 
 
 
 
 Person Comment   
 
 
 
 
 
 
 Manager Rating *   
 
 
 
 
 
 
 Manager Comment   
 
 
 
 
 
 
 Final Rating   
 
 
 
 
 
 
 Approved (Use Approve Contract . approvecontractperiod   
 
 
 
 
 
 
 
 
 If there is no rating, the record should be rejected   
 
 
 
 
 
 
 The Manager Rating is the Final Rating   
 
 
 
 
 
 
 When only the Manager Rating column has been populated, make the Final Rating the same as the Manager Rating   
 
 
 
 
 
 
 
 
 When a score of 0 is sent through the API call for a specific review item, the review item should be excluded   
 
 
 
 
 
 New Development 
 HR Processes (#116458) 
 User Story 1 - As a People Management Administrator accessing HR Processes from the Inbox, I want to go directly to the Product Setup 
 
 User Story 2 - As a person with access to the Organisational Structure, I want to have a new section for the Workflow Fallback Configuration when adding or editing an org unit 
 
 User Story 3 - As a People Management Administrator accessing HR Processes Product Setup, I want to have a section for the Workflow Fallback when adding or editing a Process Flow 
 
 User Story 4 - As a People Management Administrator accessing HR Processes Product Setup, I want to have new fields available when adding the Approval Levels for a Process Flow 
 
 User Story 5 – As an Approver, I want to be able to upload files 
 
 User Story 6 – As an Approver, I want to be able to Cancel a Request 
 
 User Story 7 – As an Approver, I want to be able to request more information from the previous approvers or submitted person 
 
 User Story 8 – As a Fallback Approver, I want to be able to select another approver 
 
 User Story 9 – As a Ruleset Administrator, I want to have a Notification Template for the request for more information option 
 
 User Story 10 – As a Translation Administrator, I want to have the new fields available for translation 
 
 User Story 11 – As a Report Builder, I want all the new fields available in the DWH 
 
 User Story 12 – As an approver, I want my approvals not to be updated at the same time if there is an approval in between 
 
 The approval will have to be done again if there is another approver after the first approval 
 
 User Story 13 – As a System Owner, I want each request to have a reference number which displays on the Request and Notifications 
 
 User Story 14 – As an Approver, I want to see my Historical Approvals

Version 9.1.130 (5 November 2024)
Performance Management 
 The performance manager’s comments have disappeared (#122076) 
 Problem 
 
 Manager comments were disappearing. 
 Audit data indicated that on the Final Rating of the item, the manager's comment was set to null which should not happen, it must take the comment provided on the front end. 
 Eventually, it was determined issue was with Copy Ratings To Final functionality which was resetting the Manager and Private comments to  null 
 
   
 Solution 
 
 When Copy Ratings To Final then take the L3 item's comments as is currently. 
 Also, fixed the problem preventing the editing of VB items during the Objectives phase. 
 
   
 Move Employees (#121775) 
 Problem 
 
 Searching on this tab was the front end only. 
 Duplicates were returned 
 
 Solution 
 
 Do the searching back-end on all available data. 
 Ensure that the people are grouped, so that duplicates are not returned. 
 
   
 Unable to add final ratings (#122313) 
 Problem 
 
 There are scenarios that occur, however unlikely, where one of the parties approves ratings without the objectives begin approved. 
 This should not be possible, but could perhaps be caused by leaving the contract page open for an extended time, and then the other party unapproves the objectives. 
 
 Solution 
 
 Added additional validation to the rating approval to check that both User (for dual approval) and Manager objectives are submitted. 
 Also on objectives unapproval, check if ratings are approved and unapprove as well. 
 Unit tests updated. 
 
   
 
 Ruleset Management 
 Refresh to continue error when accessing Learning Portal on copied ruleset (#122331) 
 Problem 
 
 When a ruleset is copied the corresponding schema is not created and the V8 pages break when accessed 
 
   
 Solution 
 
 Add the request step to the ruleset copy process 
 
   
 
 Imports 
 New jobs not importing on V8 (#122003) 
 Problem 
 
 The jobs are not importing to V8 using the bulk import 
 
   
 Solution 
 
 Ensure that the Position's Org Path sync 
 
   
 
 Data Warehouse 
 New scorecard status report issues (#122383) 
 Problem 
 
 Duplicates occurred within jpAppointments due to daily appointments import and the section within the Datawarehouse was removed to remove and only keep the latest record. 
 
 Solution 
 
 Updated the script within   jpAppointments container for V9 Datawarehouse that will delete and only keep the latest appointment entry per Job Position and User 
 
   
 Objective setting date visible but status still false (#122380) 
 Problem 
 
 There issue on the system where a date field will be populated, although the related boolean value is still false 
 
 Solution 
 
 Added section within pdmContractPeriods container for V9 Datawarehouse that will clear Date fields if the related boolean is still set to false to resolve reporting issues 
 
   
 Employees not showing on Report (#122004) 
 Problem 
 
 
 In the Datawarehouse for jpAppointments, the incorrect appointment entry was removed due to Datawarehouse logic that only keeps the max appointment entry per user, JobPosition 
 
 
   
 Solution 
 
 
 
 Adjusted the SQL script to exclude Famous Brands that will remove historic records and only keep the max appointment entry per user, JobPosition 
 
 
   
 
   
   
  

Version 9.1.129 (30 October 2024)
Performance Management 
 Approved ratings that are empty (#122271) 
 Problem 
 
 There are contracts that have FinalScoreApproved = true, but none of the items have a Final Rating. 
 This should be impossible, as when submitting ratings for approval, there is front-end validation to ensure all items have ratings. 
 Also, I cannot find another means to replicate this issue. 
 
 Solution 
 
 To try to mitigate the problem, additional checks were added on the domain-side validation for the rating approval to ensure that when final ratings are submitted, all items must have a rating. 
 
   
 Incorrect ordering of the ratings (#122246) 
 Problem 
 
 Ratings are shown as they are added 
 
   
 Solution 
 
 Change the ordering to look at the Setup's order 
 
   
 Move Employee Scorecard from 1 setup to another (#121906) 
 Problem 
 
 The bulk move message is lost when a failure occurs or is only available in the services log 
 The add of the user on the people group fails due to being unauthenticated in the backend process. 
 
   
 Solution 
 
 Return message form move command and concatenate 
 Only include users when there are any users to include 
 Allow anonymous linking of people group items when the ruleset is provided. 
 
   
 Display of Original Final score decimals (#122029) 
 Problem 
 
 The original Score is not shown with 2 decimals 
 
   
 Solution 
 
 Change the display of the original score shown in the tooltip after importing a calibrated score, to show 2 decimals 
 
   
 Misalignment with the table headers (#122076) 
 Problem 
 
 When the final rating is excluded, and the employee views that finalized contract there is a misalignment of the table cell and the headers. 
 
   
 Solution 
 
 Fix the alignment caused by the final rating being excluded. 
 
   
 Final Ratings Calculations (#122077) 
 Problem 
 
 The scores that are displayed on the user banner when viewing a contract has an issue on the calculation when you rate an item, or change a rating, and when the sections have different max ratings. 
 The rated score is calculated per section and summed instead of using the percentage scores and then multiplying by the max year score. 
 
   
 Solution 
 
 Fix calculation to correctly base of Performance Max Year and not rated score per section totalled. 
 Also, the same fix on UserRatingScores saves (Saved for informational purposes.) 
 
   
 
 Report Builder 
 Unable to edit publish status on Report (#121524) 
 Problem 
 
 When trying to publish a report it does not save the published value and also does not indicate the saved snack message. Modal also did not close. 
 
   
 Solution 
 
 Model validation failed because of recent People Group additions, excluding PeopleGroupList from model state validation on Update. 
 Also picked up checkboxes from report form was getting serialized in duplicate, once for each state the checkbox had (once for false and then if it toggled another state for true). 
 Added code to filter out the duplicates. 
 
   
 No data is available on the performance status report (#122008) 
 Problem 
 
 Timeout in PG refresh for 83K users 
 Incorrect syntax when username or position had accents 
 
   
 Solution 
 
 Extend the timeout to 10min when calculating the PG 
 Add exclusion of or path when listing users 
 Make the max received bytes larger for the channel as 83k exceeds the 4MB default 
 Escape accents in username, surname and position title 
 Change query to delete the users that have been removed from the PG and add the users that have been added to the PG 
 
   
 
 SigniChat 
 Styling on Chat Search box to be made standard (#120691) 
 Problem 
 
 The S earch  box styling on the chat header is not correct. 
 
   
 Solution 
 
 Implement the standard search box as in the Main Banner

Version 9.1.128 (25 October 2024)
Performance Management  
 Move Employee Scorecard from 1 setup to another (#121906) 
 Problem 
 
 When a custom people group is linked to an org node that includes a child node it is seen as an org people group rather than a custom. A source review setup that is linked to this custom people group cannot be moved because it is not seen as a custom people group 
 
   
 Solution 
 
 Remove the filter for custom people groups 
 
   
 
 Report Builder 
 People Group not applied when exporting report (#121917) 
 Problem 
 
 Users are included in the people group of org units where they have historical appointments. They are then visible on the PG of the previous appointment org nodes as well as the current active appointment org node. 
 
   
 Solution 
 
 Users should only be included in the people group of the org unit on which they are currently actively appointed. 
 Filter the org unit People Group Users select on appointment start and end date 
 
   
 
 Data Warehouse 
 People Profile Report (#121987) 
 Problem 
 
 Fields missing when creating a report 
 
   
 Solution 
 Added the below fields to display under the Appointments 
 
 Occupational Category 
 Occupational Level 
 OFO Code 
 
   
   
 
   
  

Version 9.1.127 (24 October 2024)
Performance Management 
 Cannot submit - Phase not active (#121535) 
 Problem 
 
 The phase active check was not taking the end date as inclusive, it matches against the date only.  
 This means that if the phase ends on 14 October, it does not include the current day. All the period/phase dates are inclusive. 
 
 
 Solution 
 
 Change the calculation for phase active to check the end date as inclusive. 
 
 
 Print/View button not showing in the contract (#121816) 
 Problem 
 
 When in the rating phase and the manager and user scores are approved or the final score is approved a user cannot see the print button under more options. 
 
 
 Solution 
 
 In this case, rather return the print button than nothing to allow the user to print the agreement. 
 
 
 People's names are showing on the Evaluation Summary in the Objective Setting Phase (#120919) 
 Problem 
 
 When the 'Show the results anonymously' setting is active, the usernames still show while in the Objective Setting Phase. 
 
 
 Solution 
 
 Implemented a fix to ensure that the user names are not showing while the setting is active and in that phase. 
 
 
 Ratings Deadline for Mid-Year Review Notification dates incorrect (#121814) 
 Problem 
 
 The data placeholders for the PM emails are not formatted according to the default language selected for the ruleset 
 
 
 Solution 
 
 The culture formatting that uses the default languages for the following PM emails has been added:
 
 Objectve Setting Deadline 
 Rating Deadline 
 Check-in Deadline 
 Check-in Started 
 Evaluation Sent 
 
 
 
 
 Add a hand icon on the items that can be selected when copying a Template (#120056) 
 Problem 
 
 The cursor does not change to show an item can be selected 
 
 
 Solution 
 
 Enable the selection hand to show an item that can be selected 
 
 
 Notification Status Displaying Incorrectly (#120055) 
 Problem 
 
 An evaluation was submitted and the evaluator submitted a rating and comment - however, it is displaying as though it has not yet been sent (Notification & Status are incorrect) this is problematic as it would allow the deletion of an already submitted evaluation. 
 
 
 Solution 
 
 Ensure the statuses are pulled through on all pages 
 
 
 Backspace does not clear V&B weight (#113302) 
 Problem 
 
 When the setting is to distribute the weights of Values & Behaviour items, you can't clear the text field with the backspace key. It stops in front of the last number. 
 
 
 Solution 
 
 Enable the clear of the weight field when using the backspace key 
 
 
 Username overlaps when it is very long (#113525) 
 Problem 
 
 When you have a long username, it overlaps with the instructions 
 
 
 Solution 
 
 Add ellipses when a username has more than a certain number of characters and then have it displayed in a tooltip on hover 
 
 
 People Management 
 Banner Image not updated on Manage Profile Page (#121918) 
 Problem 
 
 The ruleset's default banner was not displayed on the card view when the user had no selected banner 
 
 
 Solution 
 
 Include the ruleset ID, when generating the image paths to ensure the current schemas default is used if it exists rather than R1s default 
 
 
 Cannot delete the alternative email (#121868) 
 Problem 
 
 The alternate email cannot be cleared 
 
 
 Solution 
 
 Remove the default domain functionality when updating contact details to empty 
 
 
 Password reset confirmation (#110536) 
 Problem 
 
 The modal shows incorrect wording 
 
 
 Solution 
 
 Instead of showing "The Person" the modal now shows the person's email address 
 
 
 Imports 
 Improve reporting line sync - reporting lines created with reporting line import from V9 to V8 (#119203) 
 Problem 
 
 
 
 Currently reporting lines are synced to V8 from V9, row for row  
 
 
 
 
 Solution 
 
 Do reporting line sync in bulk or batches, at least 
 Only do incremental updates where there are changes, not all every time 
 
 
 
 Report Builder 
 People Group not applied when exporting report (#121917) 
 Problem 
 
 
 Exporting a report on ReportBuilder does not filter based on the selected People Group. 
 
 
 
 
 
 Solution 
 
 
 Send through the selected People Group ID to the Export Report handler. 
 
 
 
 
 
 Terminated people not showing up on Report (#121805) 
 Problem 
 
 The people group on the report builder only contains data for active users; thus, reports cannot be drawn for terminated or future-date users. 
 
 
 Solution 
 
 Remove the caching select that only contains active users 
 Include all users for the target audience when selecting data from the job profiler 
 Ensure the query does not break when the position is not linked to an active org node 
 
 
 Changes to Styling on Full Report page (#121257) 
 Problem 
 
 When viewing the full report , and when there are many columns, the paging buttons are off the screen and cannot be seen. 
 
 
 Solution 
 
 Move the paging buttons left 
 
 
 Changes to styling on the Preview pane (#121256) 
 Problem 
 
 No message is displayed to inform the person that only a certain amount of people is displayed 
 
 
 Solution 
 
 Add a message:
 
 Only the  top 10 records  are shown.  Click on the  View Full Report button. 
 
 
 
 
 
 
 
 
 Data Warehouse 
 Create a workflow to deploy DWH packages to UAT and Live (#119232) 
 
 Problem 
 
 
 Datawarehouse packages are deployed by hand at present and are a manual process 
 
 
   
 Solution 
 
 
 Create a Github Actions workflow to deploy DWH packages to UAT and Live 
 
 
 
 
 There are possibly 4 steps: 
 
 
 
 
 
 Create a Powershell script to build and package the V9 DWH project for connection managers that connect to master (juliet\sql2019) 
 Extend the Powershell script to deploy the packages to master 
 Extend the Powershell script to update the Data Dictionary 
 Finally, create a Github Actions workflow that will run this Powershell script on WindsorHytbrid with input parameters - the input parameters will be discussed at this point 
 
 
 
 
 Add Unapproved and Approved Final Score (#121702) 
 Problem 
 
 The unapproved shows as approved 
 
 
 Solution 
 
 Add the Unapproved score to the DWH 
 
 
 
 
 Main Dashboard 
 Unable to cycle banner images after New ones are selected (#120501) 
 Problem 
 
 When a different set of images is selected or the selection is changed in any way and the user saves these changes, after these changes have been effected the User is unable to use the navigation arrows to cycle through the image selections 
 
 
 Solution 
 
 Refresh the images to allow the images to cycle through 
 
 
 Months of the year not translated on the Dashboard (#120788) 
 Problem 
 
 The months on the calendar strip at the top of the Dashboard are not translated. 
 
 
 Solution 
 
 Add translation for the months on the timeline 
 
 
 
 SigniChat 
 The terminated employee shows as a member of the Signichat group (#121260) 
 Problem 
 
 The members listed include terminated employees 
 
 
 Solution 
 
 Terminated people are removed from the People Groups. The same logic has been implemented on the SigniChat Groups 
 
 
 
 Job Profiler 
 The system does not prevent a user from Unpublishing a Job Profiler with Active Positions (#120455) 
 Problem 
 
 The system does not prevent a user from Unpublishing a Job Profiler with Active Positions. 
 
 
 Solution 
 
 Prevent an Admin from "Unpublishing" a Job Profile with Active Positions. 
 Add a tooltip:
 
 The Job Profile cannot be unpublished because there are Active Positions linked. 
 
 
 
 
 
 Organisational Structure 
 Employee import error (#121076) 
 Problem 
 
 The Employee Import allows an org code that is longer than 100 characters and then trims the code during validation which causes unexpected results. 
 
 
 Solution 
 
 First, validate that the org length is not longer than 100 characters before validating the org structure.

Version 9.1.126 (21 October 2024)
Performance Management 
 Unlocking of a Scorecard (#121195) 
 Problem 
 
 A 0.00 score rating is different than an excluded rating (it means you did REALLY badly). 0.00 ratings are allowed but on the ratings, submission check the !(level3[name] as Rating)?.score incorrectly flags a 0 score as true. 
 Additionally picked up on the main dashboard that the contract score calculation had a hardcoded max rating of 5, this is incorrect and should use the performance year max score. 
 
 
 Solution 
 
 Change the validation check to specifically check whether rating score is null and not excluded (implies no rating yet). Correctly calculate dashboard PM score using PM Year max rating. 
 
 
 Phase Dates (#121535) 
 Problem 
 
 The phase active check did not take the end date as inclusive; it matches against the date only. This means that if the phase ends on 14 October, it does not include the current day. All the period/phase dates are inclusive. 
 
 
 Solution 
 
 Change the calculation for phase active to check the end date as inclusive. 
 
 
 
 Job Profiler 
 OFO Codes cannot be selected (#121425) 
 Problem 
 
 The on click events were only set once when the general tab was loaded, causing some rows that are not on the first page to not have an onclick event set. 
 
 
 Solution 
 
 Updated  job-profile.js to set click events on dynamically created rows within the OFO codes table using the DataTable plugin. 
 
 
 
 Identity 
 MS login improvement (#121045) 
 Problem 
 
 Users who log in with MS are often (when logged in with one account) not given the option to "See" which account they logged into and then the message "User is not active" is displayed. 
 
 
 Solution 
 
 Change the "User is not active" message to "User [username] is not active. 
  In the case of normal logins, this should display the username e.g. User [username] is not active 
  In the case of any third-party login, it should display
 
 User [person@thirdparty.co.za] is not active so the username at least displays for fault-finding purposes 
 
 
  In addition, when logging in with MS display the following message in addition to the above:
 
 If you want to log in with a different Microsoft account, please sign out here   and log in with the correct account. After signing out, return to this page to log in again. 
 
 sign out here  opens  https://www.office.com/ 
 
 
 
 
 
 
 
 SigniChat 
 Timestamps on Sent view is 2 hours behind (#121259) 
 Problem 
 
 Timestamp is 2 hours behind 
 
 
 Solution 
 
 Implement the UTC time rule 
 
 
 
 System Access 
 Empty pages on some V8 menu items (#121452) 
 Problem 
 
 The controller mapping for the default theme URL caused the Additional services controller to be intercepted on load. This resulted in the page never loading. 
 
 
 Solution 
 
 Added custom path for additional service pages 
 Included user-id in the query string object 
 
 
 
 Imports 
 Copy wwwroot/content in the build phase (#120305) 
 Problem 
 
 
 Content/import samples should be synced to the image while building 
 Also, there are image folders that should copy 
 
 
 
 Solution 
 
 
 Add a step to Dockerfile to copy the content folder from the build to the final image 
 
 
 
 
 Data Warehouse 
 PAS report add Contracting Completed Status (#121603) 
 Problem 
 
 The client wants an extra column added showing a ‘ Contracting Completed ’ status when the following 2 columns are both TRUE: 
 
 Employee Objective Setting Started 
 Manager Objective Setting Started 
 
 
 
 
 Solution 
 
 In Datasource "Contract Periods", I have added the requested field "Contracting Completed" within the Report Builder. 
 
 
 Create a workflow to deploy DWH packages to UAT and Live (#119232) 
 Problem 
 
 
 Data Warehouse packages are deployed by hand at present and are a manual process 
 
 
   
 Solution 
 
 
 Create a Github Actions workflow to deploy DWH packages to UAT and Live 
 
 
   
 Actual Values available in the DWH (#119385) 
 Problem 
 
 
 With the Interpolation development, the actual score should also be added to see the interpolated score 
 
 
 
 Solution  
 
 
 Added new fields to the DataSource "ContractPeriodSectionItems" 
 Logic has been added for when the Interpolated is equal to "true", it will then update the User-, Manager - and Final Rating scores where the scores should be the same 
 
 
 
 V9 PM Reports (#119854) 
 
 
 
 Within the Data Source "Contract Periods", the requested PM stats fields are available now on the Report Builder. 
 For Data Source "Appointments", the requested new field "Grade Names" has also been added to the Report Builder.

Version 9.1.125 (21 October 2024)
Ruleset Management 
 Better ruleset URL handling (#120938) 
 Problem 
 
 A vague error message is displayed when the ruleset cannot be determined from the URL. 
 
   
 Solution 
 
 Display a more appropriate message when the URL is incorrect. 
 
   
 Improve reporting line sync - reporting lines created with reporting line import from V9 to V8 (#119203) 
 Problem 
 
 Currently reporting lines are synced to V8 from V9, row for row  
 
   
 Solution 
 
 Do reporting line sync in bulk or batches, at least 
 Only do incremental updates where there are changes, not all every time 
 
 
 Imports 
 New employee created when you update the username while using the externalId or Employee Code setting (#121154) 
 Problem 
 
 The username import settings could not be saved on the integrations tab 
 The setting did not trim the values correctly when comparing the string fields 
 The external ID is not updated to the new value the user is imported with 
 The message displayed after the import was incorrect 
 The order of the import tab was not correct 
 
   
 Solution 
 
 Correct the js that selected the checked value of the settings 
 Added trims when comparing employee and/or ID number fields 
 Used the correct external ID when updating the user 
 Change the message displayed from 
 
   
 
 Data Warehouse 
 Add a field for the agreement check-in ratio (#120046) 
 Contract Periods: 
 
 Agreement Check-In ratio 
 
 How will this work? 
 
 
 
 
 Number of KPIs 
 Number of Check-ins 
 Number of KPIs checked in 
 Agreement check-in ratio 
 
 
 10 
 23 
 8 
 80.0% 
 
 
 
   
 
 You have 10 KPI's 
 Total number of check-in across the KPI's is 23 
 Check-ins per KPI's is 8 
 
   
 Number of KPIs Checked-in / Number of KPIs *100 = Agreement check-in ratio 
 
 
 Add a step to DWH SSIS Packages to clear the People Group Users table (#115619) 
 
 
 Add a step on the DWH SSIS packages to clear out the DWH people group users table nightly. 
 
 
   
 
 Report Builder 
 Have the People Group by default to use when running the report (#115616) 
 
 Always include the People Group filter when adding a report with people data
 
 This is added as a dropdown in the Report Filter Options Accordion  
 This option is always the first one 
 
 
 The Active People Group will be used as default but can be changed 
 
 When viewing the report will be an option to change the PG 
 
 
 
 
   
 Modify Report Builder Stored Procedure (#115618) 
 
 Modify Report Builder Stored Procedure to include join to DWH people group users table when ‘Users’ data source is included on the report 
 Alternatively, we might be able to set up the DWH table as a JOIN to Users, this table should just never be selectable as a data source on the Data Dictionary

Version 9.1.124 (21 October 2024)
Imports 
 Data file upload (#121204) 
 Problem 
 
 When the ruleset does not use payroll connectors the import breaks when updating user data 
 When the username has been accented the import of appointments fails 
 When the job profiles are imported without a code, only the first job profile is imported into the sheets, and the import fails at the positions step. When the org codes are not provided the import uses the ruleset name as the root node rather than the org level 1 when constructing the org path and the position step fails because the org could not be found. 
 When you save on the integration tab and the content server validation fails the other settings on the page are not saved. When the content server has a valid password and you save the validation fails because the password is not sent to the server. 
 
   
 Solution 
 
 Initialised payroll connector as null rather than new 
 Sanitise the username in dapper queries when accents are present 
 Add fallback to the title when the job code is empty when determining the unique jobs to create 
 Use the org level 1 when creating the path 
 
   
 
 Ruleset Management 
 User Name Changes (#119426) 
 Problem 
 
 When you save on the integration tab and the content server validation fails the other settings on the page are not saved 
 When the content server has a valid password and you save the validation fails because the password is not sent to the server 
 
   
 Solution 
 
 Change the order of the actions in the update so the content server is updated at the end 
 Change the selector that retrieves the value of the password field 
 
   
 Handle invalid ruleset error better (#120938) 
 Problem 
 
 A vague error message is displayed when the ruleset cannot be determined from the URL 
 
   
 Solution 
 
 Display a more appropriate message when the URL is incorrect 
 
   
 
 HR Processes 
 Claims Report (#120508) 
 Problem 
 
 On the Historical Requests tab, the display limit is currently 10 
 When clicking on Load More it does not appear to work and still only displays 10, when there are more than 10 items in the database 
 The problem is with the container ID used for each tab ('Awaiting', 'Open', 'Historic') 
 All 2 use the same partial to populate information 
 This partial had a wrapper div with an id="process-requests-container." 
 When clicking on the next displayed tab, it loads the partial into the next v-tab—"container," with the result being that there is more than 1 element with id="process-requests-container." 
 When the Load More then tries to add the next batch of requests, it looks for #process-requests-container and adds the requests to the first element it finds which adds the historical records to the 'Awaiting' tab 
 
 Solution 
 
 Changed the partial wrapper div id to be determined based on the selected tab, changed the page hidden fields to be class references to not have duplicate id elements present 
 Changed the Load More functionality to look for the specific tab container ID and add the items to that to ensure the correct elements are used 
 
   
 
 Performance Management 
 Add domain validation (#112141) 
 Problem 
 
 There is a rare occurrence where an L3 weight ends up being 0% which causes unwanted problems on the contract 
 To address that it does not need to add domain-level validation to ensure that weights are always greater than 0% on a domain-level 
 However, with this change, an additional change needed to be made on the Templates with regard to the Hide Scores setting, which only flagged the first item as 100% and the rest as 0% since it did not matter at the time 
 When the contract is created from the template and then submitted the weights are distributed 
 
 Solution 
 
 Add domain validation to ensure captured weights are greater than 0 
 Distribute weights on the template when hide scores are enabled 
 
   
 Cannot Print Agreements (#121253) 
 Problem 
 
 When impersonating and clicking on View / Print an error is shown indicating the user does not have access to the contract, the impersonation is not getting sent through to the view/print pages. 
 
 Solution 
 
 Include the ImpersonateUserId on all the view / print links if available to allow the impersonator to view / print the contract. 
 Fix the issue with auto weight distribution when hiding scores and allow perspectives off  
 Fix weights displaying on the template when hiding scores on  
 Fix add key competencies breaking when hiding scores on  
 
   
 Ratings (#120918) 
 Problem 
 
 For the next action and stage of the contract, the next action seems to display the correct translation. 
 
 Solution 
 
 Change the wording generically to:
 
 Complete and submit the Manager Ratings 
 
 
 
   
 
 Data Warehouse 
 Claims Report (#120508) 
 
 Corrected the update of ApprovalStatus  
 
   
   
   
   
  

Version 9.1.123 (7 October 2024)
People Management  
 Unable to access People Management module (#121118) 
 Problem 
 
 When a user opens the people dashboards LM is terminated or the LM's position is deleted or inactive the dashboard breaks 
 
 
 Solution 
 
 Change the active check to get the user to use the latest appointment of the user rather than the active appointment. 
 Remove the check on the position's deleted or active fields 
 Added a catch when loading the manager's data to ensure the people dashboard does not break because the LM's details could not be loaded 
 
 
 The content of the box remains unchanged even though people are filtered on selected subgroups (#121164) 
 Problem 
 
 On People view when changing the active people group from the dropdown the users are filtered correctly, but the dropdown selected value does not change along with it, it remains on the 1ste item. 
 
 
 Solution 
 
 On item change also set the selected option state variable so it sets the selected value on the dropdown correct 
 
 
 
  

Version 9.1.122 (7 October 2024)
Exports 
 Performance Agreement Status Report - Editing after download (#109250) 
 Problem 
 
 When you export a list or report to Excel you cannot edit it before you unblock the content. 
 
   
 Solution 
 
 Removed the sheet protection that blocked editing on the sheet, object, and scenario, which is unnecessary. 
 
   
 
 Performance Management 
 Cannot copy the Manager ratings to the final ratings (#121067) 
 Problem 
 
 Manager ratings could not be copied to the final. 
 
   
 Solution 
 
 Ensure manager ratings can be copied to the final. 
 
   
 When opening the ratings, the loading of ratings takes a long time and shows an incorrect message (#120771) 
 Problem 
 
 On slow connections when opening the ratings modal for an item, the "no ratings configured" alert box is shown until after the ratings have loaded. 
 
   
 Solution 
 
 Added a flag to indicate whether the ratings have loaded yet and instead show the Loading component. Once loaded if still no ratings are returned then show alert. 
 
   
 Sections are shown in red in the scrollspy list (#118744) 
 Problem 
 
 During check-ins, the side scrollspy menu is showing in red/invalid. Even though the objectives phase has passed and all items weights should already be correct. 
 
   
 Solution 
 
 The scrollspy check to determine whether any section or child items are invalid was recently corrected/improved, on the check-ins, the item weights were not returned which resulted in the invalid being displayed. 
 Included the item weights on the check-in fetch to allow the validation to work correctly. 
 
   
 Able to save blank perspectives (#118739) 
 Problem 
 
 When adding a perspective and only providing the weight the user could add an empty perspective when clicking on Save Add New. Save correctly validates that weight must be > 0 and perspective item must be selected. 
 
   
 Solution 
 
 Add perspective-selected validation to save and add a new function. 
 
   
 Approve Employee Self-Rating (#120785) 
 Problem 
 
 The start date of the period is not included when ignored end dates are true 
 
   
 Solution 
 
 Ensure the start date of the period is included when calculating if the period is active 
 
   
 Hide the second column of the Interpolation Ratings section (#121065) 
 Problem 
 
 The interpolation descriptions on the print view need to be hidden 
 
   
 Solution 
 
 Hide interpolation description on print view as it clutters the screen 
 
   
 Reset the modal after entering an actual value (#121040) 
 Problem 
 
 
 
 The rating modal was not reset after entering the actual value. 
 
 
 
 
 Solution 
 
 
 
 Ensure the modal is reset after entering the value and opening the modal again. 
 
 
   
 
 Mobile APP 
 PM Menu item does not appear (121074) 
 Problem 
 
 The account API call to get the active products on a ruleset has roll-specific authorization. This presents an issue on the Mobile App which uses this call to determine which V9 products are active, resulting in the call failing auth and it returning no products being active on V9. 
 None of the V9 product icons then show for a normal user only for users that are ruleset admins. 
 
   
 Solution 
 
 Removed the roll-specific requirement from the call. 
 Checked on MVC where it does utilize this call a roll-specific check is already in place so should not affect Web functionality too much. 
 
   
 
 Datawarehouse 
 Create workflow to deploy DWH packages to UAT and Live (#119232) 
 Problem 
 
 
 Datawarehouse packages are deployed by hand at present and are a manual process 
 
 
   
 Solution 
 
 
 Create a Github Actions workflow to deploy DWH packages to UAT and Live 
 
 
 
 
 There are possibly 4 steps: 
 
 
 
 
 
 Create a Powershell script to build and package the V9 DWH project for connection managers that connect to master (juliet\sql2019) 
 Extend the Powershell script to deploy the packages to master 
 Extend the Powershell script to update the Data Dictionary 
 Finally, create a Github Actions workflow that will run this Powershell script on WindsorHytbrid with input parameters - the input parameters will be discussed at this point 
 
 
 
   
 
 Main Dashboard 
 Investigate unnecessary DB calls in v9 modules (#110710) 
 Problem 
 
 Performance issue on the Main Dashboard 
 
   
 Solution 
 
 Some unnecessary calls were being made in a parent and child component, where the value could just be passed as a param to the child component (modal). Also, combined two http get requests into a single request. Each request returned a single property from the same controller, so it made sense to rather combine it. 
 
  

Version 9.1.121 (7 October 2024)
People Management 
 Username to be removed on card view (#120911) 
 Problem 
 
 Clients do not want the username to display on the Card View 
 
 
 Solution 
 
 Hide the username on the card view of the People Management dashboard 
 
 
 Pop-up stays on screen after selecting a People Groups (#120423) 
 Problem 
 
 The tooltip stays on the screen after hovering 
 
 
 Solution 
 
 Make sure the tooltip does not stay on the page after navigating away 
 
 
 
 Identity and Authorisations 
 Clicking Cancel on the Disclaimer pane shows a white screen indefinitely (#120664) 
 Problem 
 
 When a user clicks on the Cancel button on the Disclaimer page, the user is navigated to a white browser page. 
 
 
 Solution 
 
 Ensure the redirect when clicking on the Cancel button takes the user to the login page 
 
 
 
 Ruleset Setup 
 Products setup on Report Builder Product tile unresponsive (#102675) 
 Problem 
 
 The Product Setup menu option is displayed although there is no setup 
 
 
 Solution 
 
 Hide the Product Setup menu option 
 
 
 Styling on Disclaimer to be tweaked (#120659) 
 Problem 
 
 The Disclaimer message needs styling changes 
 
 
 Solution 
 
 Removed the superfluous vertical scroll bar on the right-hand side when an image has been added 
 Move the image and Disclaimer text to the right, instead of right up against the pane's border. 
 Show the link 
 
 
 Default Badges did not copy when the new Tenant and Ruleset was created (#114454) 
 Problem 
 
 When creating a new tenant the default badges are not created. Also found an issue when creating only a new ruleset. 
 
 
 Solution  
 
 Implemented changes to create default badges when a new tenant is created and when a new ruleset is created. 
 
 
 System Menu: No indication that changes will be lost (#106936) 
 Problem 
 
 When changing anything in a menu item and then navigating away without clicking on 'Save' the changes are lost. 
 
 
 Solution 
 
 Added a warning message that unsaved changes will be lost 
 
 
 
 Imports 
 Error when people try to log in (#120909) 
 Problem 
 
 When an existing user is imported a duplicate claim is made for the given name. 
 The family_name was updated to given_name in AspNetUserClaims.  
 When the user logs in the page breaks 
 
 
 Solution 
 
 Ensure the surname is added as family_name and not the given name 
 
 
 User name changes (#119426) 
 Problem 
 
 When a username changes when importing a new person if the external ID is not used the person will be created as a new user on the ruleset 
 
 
 Solution 
 
 Add settings to use additional fields to update the username 
 
 
 
 Check on the settings in order starting with employee code, ID number and external ID to try and find the user to change the username for 
 Should the unique field be in duplicate either in the import file or on the ruleset throw an appropriate error 
 Add checks to ensure if the user was seen to have a username change but failed that it is not created as a new user. 
 When exporting data via the ListUserExport API the start date in the group and the start date in the company are populated 
 When a page is left open for an extended period the user will be redirected to the error page after the next click should the error not be handled 
 
 
 Performance Management 
 When rating KPI the area is not clickable anymore (#116413) 
 Problem 
 
 To rate an item, the user must click the Rate / Change buttons. 
 This is slightly inconvenient and the request was made to allow clicking anywhere on the row to access the item to rate (where it does not overlap with other functionality Eg the action buttons). 
 
 
 Solution 
 
 Make the entire row clickable to allow rating regardless of whether the final score is approved, and update the person rating active configuration accordingly. 
 
 
 
 Technical 
 Domain Errors (#113747) 
 Problem 
 
 The JSON errors were displayed as the page content 
 
 
 Solution 
 
 Refactor the exception handler 
 Add redirects in the auth controller for expiry 
 Refactor error controller for Ajax and MVC loads, cater for session expiry 
 Add retry on the general error page to reload 
 Add session expired page with logout button for MVC, allow Ajax to directly logout when the session is expired. 
 Reduce the batch size of exception consumer 
 
 
 
 Translations 
 Static translations missing (#118237) 
 Problem 
 
 
 The static translations for all the core supported languages are not added, which are: 
 
 
 
 
 
 de, af-Za, en-UK, en-US, AM, pt-MZ, fr-CF, ar-SA 
 
 
 Static translations are not visible on the language module and cannot be changed from the front end and needs to be added on the Identity service. 
 So far it looks like only German has been completely translated. 
 
 
 Solution 
 
 Added static translations for all the core supported languages 
 
 
 
 HR Processes 
 Non-descriptive error displayed when adding process with name & code which already exists (#119243) 
 Problem 
 
 The generic error message displays 
 
 
 Solution 
 
 Added a descriptive message: 
 This process code has already been used 
 
 
 
 Job Profiler 
 The system does not prevent a user from Unpublishing a Job Profiler with Active Positions (#120455) 
 Problem 
 
 The system does not prevent a user from Unpublishing a Job Profiler with Active Positions. 
 
 
 Solution 
 
  Prevent an Admin from "Unpublishing" a Job Profile that has Active Positions. 
 
 
   
 
 
 New Functionality 
 Performance Management: Interpolation (#115065) 
 
 Introduction 
 Interpolation is used to map Actual Values to the Rating Scales. During the Rating Phase, Actual Values are entered and then mapped to give a rating. 
 This functionality is available when creating Templates, when an agreement is Copied, as well as when a Blank Agreement is created. 
 
 Mapping Setup - Objective Setting Phase 
 When adding/editing a KPI, a new toggle is available 
 
 Automatic score calculation (Interpolation) 
 
 
 
 When this toggle is enabled, the mappings open where the Actual Values can be configured 
 
 
 When the Actual Values have been inserted: 
 
 
 Ratings Phase 
 When rating a KPI, the Actual Values are inserted instead of selecting a rating. 
 
 
 A rating can also be excluded: 
 
 
 When the Actual Value has been inserted, the score is shown: 
 
 
 The score is shown after the rating has been saved 
 
 
 View / Print 
 When opening the Print View, the Interpolation ratings are also shown:

Version 9.1.120 (23 September 2024)
Imports 
 Import visibility on LMS (#120517) 
 Problem 
 
 Employees not importing although their profiles are being sent through by Payspace. They are also not on the list of exceptions. 
 
   
 Solution 
 
 Fix date validation issue 

Version 9.1.119 (23 September 2024)
Job Profiler 
 Printing job profile displays "Details Required" (#120415) 
 Problem 
 
 "Details Required" displays on each page of the Job Profile print 
 
   
 Solution 
 
 Replace the "Details Required" with the Job Title 
 
   
 
 Performance Management 
 PM contracts without PDP's (#119221) 
 Problem 
 
 Functionality does not allow a user to submit an agreement if there are no items linked to a section 
 
   
 Solution 
 
 Added functionality to allow a user to submit agreements with no items in a section when the section weight is 0%. Excl Primary Goals section.  
 
   
 
 Identity and Authorisations 
 Unable to log into newly created ruleset (#120777) 
 Problem 
 
 Cannot log into a newly created Ruleset 
 
   
 Solution 
 
 Ensure the user is created during the Ruleset creation process 
 
   
 
 HR Processes 
 Approver seeing item to approve on Dashboard even though they are not the next approver (#120552) 
 Problem 
 
  The user, who is the 3rd approver, is seeing an item to approve on their dashboard. Still, when navigating to the Awaiting Your Approval page, the item is not shown yet, since the previous approver (approver 2) has yet to approve the request. 
 
   
 Solution 
 
 Ensure the approval items are only shown when the person needs to approve a request. 
 
   
 
 Ruleset Setup 
 Unable to deselect English (United Kingdom) on the dropdown (#120576) 
 Problem 
 
 Cannot deselect English (United Kingdom) from the Available Languages dropdown 
 
   
 Solution 
 
 Only the default language selected will be disabled in the available languages dropdown.  
 
   
  

Version 9.1.118 (23 September 2024)
Performance Management 
 Internal People List loading requires optimization (#120320) 
 Problem 
 
 The loading of Internal People takes too long 
 
 
 Solution 
 
 Optimise the query that brings back the list of people 
 
 
 The evaluation icon not showing on the agreement (#119959) 
 Problem 
 
 The issue is that a review setup with its review periods is linked to more than 1 review year. Eg Managers Review Setup with Mid-year and Final-Year is used on FY2023 and FY2024 
 When the contract detail is retrieved and it determines whether or not to show the evaluations it checks whether the evaluation due date is captured for the period (Mid-Year) but does not filter based on the Year. 
 This means it technically finds 2 Mid-year review items , with 1 having an evaluation date set and the other not. 
 It picks the first one and then returns. 
 This is why it may also appear to work 'randomly' because of the natural ordering of the query the one with the evaluation date sometimes gets picked first. 
 
 
 Solution 
 
 The query now also takes into account the ReviewYear of the contract to ensure the correct review item dates are retrieved. 
 
 
 Add functionality to close the evaluation and show as wrong person on summary (#120155) 
 
 When the toggle is selected, and submitted, mark the evaluation as completed
 
 Items to evaluate is then ex 0 / 6 
 
 
 
 

 
 
 
 
 
 
   
 On the Evaluation summary, show in the comment the toggle wording: 
 
 
 
 
   
 
 
 The final score in the system is not the same as in the Performance Agreement Status report (#119225) 
 Problem 
 
 
 There is a rounding issue on the DWH and therefore the scores are not matched 
 
 
 
 Solution 
 
 
 Create custom rounding function to force round half up rounding and replace toFixed usages 
 
 
 
 
   
 The manager’s general comments are not visible in the employee's contract (#119923) 
 Problem 
 
 
 The general comments only showed when the agreement was submitted 
 
 
 
 Solution 
 
 
 Always show General Comments to both parties 
 
 
 
 
 Ruleset Management 
 No load indicator is displayed on the screen when clicking on the Ruleset or Cancel button (#102903) 
 Problem 
 
 
 There is no loading indicator when clicking on a Ruleset 
 
 
 
 Solution 
 
 
 Implemented the loading indicator 
 
 
 
 
 Languages 
 Add default culture en-GB (#114371) 
 Problem 
 
 
 Currently, the date displayed in the V8 system is American and this causes the date picker not to work 
 
 
 
 Solution 
 
 
 Replace en-US/en-UK with en-GB as the default language  
 
 
 
 
 People Management 
 Fix the styling of the Manage Person button (#113511) 
 Problem 
 
 
 Styling is not standard 
 
 
 
 Solution 
 
 
 Make the button a standard button 
 
 
 
 Identity 
 SSO issues (#120492) 
 
 Problem 
 
 
 The SSO integration between V8 and V9 not working 
 
 
 
 Solution 
 With the update to .NET 8, the user identity ID is now retrieved from the 'nameidentifier' claim instead of the 'sub' claim.

Version 9.1.117 (13 September 2024)
Technical 
 
 Revert .NET 8 upgrade

Version 9.1.116 (13 September 2024)
Performance Management 
 Check-in phase - The edit last comments button is not available on the employee check-in screen (#120366) 
 Problem 
 
 When an employee loads a check-in comment initially (without a manager's comment) that comment cannot be edited. The manager can always edit their comments. Only after the manager's comments were added did the Edit Last Comment button show, although was still not working for the employee. 
 
   
 Solution 
 
 Correct check to show Edit Last Comment relative to whether the user or manager is viewing and has added comments previously. Correct call that updates column to correctly set state after save. 
 
   
 Clicking on the Evaluate button gives an error (#120422) 
 Problem 
 
 When clicking on an evaluation, it does not open 
 
   
 Solution 
 
 Do not return excluded rating items for evaluations 
 
   
 
 Identity and Authorisation 
 When using the welcome email to set your password and selecting the "Back to login" button a white screen is displayed after login (#120252) 
 Problem 
 
 The back to Login button shows a white screen 
 
   
 Solution 
 
 Fix the Welcome email breaking because of the anonymous ruleset code get  
 Add theme key and ruleset code to reset password reset URL and validate reset password token on load 
 
   
 
 Master Data 
 Race field did not update via employee import (#120325) 
 Problem 
 
 Race was not implemented to add Master Data when importing users 
 
   
 Solution 
 
 Allow Race to be created as Master Data when importing 
 
   
 
 Job Profiler 
 Occupational Level Field gets erased after approx 12 hours (#120301) 
 Problem 
 
 The problem is that the occupational level is not currently retrieved from V9 with the V9 user import request. 
 This resulted in setting the occupation level to 0 (nothing) when the import runs. 
 
   
 Solution 
 
 The syncing of employees to V9 where the employee's occupational level has also been set on V9 Job Profile, should pull through to V8.

Version 9.1.115 (10 September 2024)
People Management 
 People Management Service Unavailable (#120109) 
 The issue is that the system tries to determine the Next Anniversary Date if the user's anniversary has already passed by looking at exactly 1 year from the current year as the next anniversary. 
 In the case of the user's appointment starting on a Leap Day Eg. 29 Feb 2024, the next anniversary date is calculated as 29 Feb 2025 which does not exist and causes the people page to stop working. 
 
 
 Imports 
 The user is not being placed into the correct Org when importing from V9 into Version 8 (#120118) 
 Problem 
 
 People are appointed in the first org level 1  
 
 Solution 
 
 Corrected the import to select the correct org level  
 
 
 
 Performance Management 
 An Error occurred on Uploading Documents (#120261) 
 Problem 
 
 The page breaks when trying to view uploaded content for performance management items. The issue is the incorrect IIF check that somehow snuck through with the PM evaluations merge. 
 
 
 Solution 
 
 Corrected the IIF check to be correct, and added a semicolon to the start of the CTE with a statement for sanity. 
 
 
 
 Print/View report shows duplicate records (#119949) 
 Problem 
 
 The join to the Contract Period Phase Dates on the ContractPreview query to determine whether the check-ins phase is active and the check-in comments should be displayed was incorrectly not also filtering on the relevant review year setup. 
 This caused duplicate records to be returned. 
 
 
 Solution 
 
 Also added the ReviewYearSetupId to the join that checks whether the check-ins phase is active.

Version 9.1.114 (9 September 2024)
People Management  
 Various fixes (#119885) 
 
 Hide the username from the Summary on the card view
 
 The person and Line Manager 
 
 
 
 
   
 
 The Grid View is ONLY available on the Manage People section 
 
 Manage People 
 
   
 My Team, My Department and My Company 
 
   
 
 Change the wording under the User Permissions
 
 Change “System Modules Admin” to “ System Module Roles ” 
 Change “Additional Roles” to “ Additional System Module Roles ” 
 
 
 
 
   
 System errors (#120034) 
 
 A change has been made to how the Ruleset ID is handled when a user's session expires. 
 Suppose the user becomes unauthenticated at any point due to session expiry.  
 In that case, an unauthorised error will occur but when the Ruleset ID is not found then the standard Ruleset ID is null error will occur. 
  In this process, authorisation was also added to the People Group services, which caused the error to be unhandled. 
 
   
 Correct appointment creation when adding a new user on the front end (#118751) 
 Problem 
 
 When appointing a user with RabbitMQ slightly lagging the appointment creation collides with the user materialisation trying to create an existing user. 
 When creating a new tenant with a code that belongs to a deleted tenant the page breaks 
 
   
 Solution 
 
 Only materialise a user when it does not exist and do not throw the exception 
 Change the existence check and unique constraint on code to only check for tenants that have not been deleted. 
 
   
 
 Performance Management 
 Incorrect display in the header of contract (#119961) 
 Problem 
 
 The slash ('/') in the Review Setup name and the display of that translation being HTML-safe encoded resulted in the text to not displaying correctly 
 
   
 Solution 
 
 Ensure that the slash ('/') is displayed without strange characters 
 
   
 Search doesn't work on the "Move agreements screen" (#119960) 
 Problem 
 
 The global search's default functionality was triggering a form submission and reloading the bulk actions page which resets all the filters and defaults to the logs page. 
 
   
 Solution  
 
 Detach and override the global search submit button on Bulk Actions. This allows the standard data table functionality to work and filter. 
 
   
 Evaluations - Headings should not be caps (#119892) 
 Change the first rating item's heading to: 
 
 WHAT IS YOUR OVERALL EXPERIENCE OF THIS PERSON? (OPTIONAL)
 
 Caps 
 Bold 
 
 
 
 The rest of the items in grey should NOT be bold - keep sentence case as is 
   
 Evaluations - The icon does not indicate whether an evaluation has been added (#119871) 
 
 Added icon to indicate the number of evaluations  
 
 
   
 When evaluations are not enabled, the summary button should not be visible on the Rate modal (#120072) 
 
 Hide the summary button on the rate model when the settings for evaluations are not enabled 
 
   
 Evaluation Summary - Evaluation Comment should have a max display (#119945) 
 
 Added the standard rules for text-areas
 
 Text-area display max: 200 characters 
 On hover: 350 characters

Version 9.1.113 (9 September 2024)
Import - People Management 
 Add validation in user import to prevent an org node from having multiple parents in the same sheet (#119247) 
 Problem 
 
 Importing org units with multiple parent nodes breaks the import 
 
   
 Solution 
 
 Improve the error logging 
 Add pre-import validation to prevent data where a node has multiple parents from being staged 
 The following error will be logged in this case:
 
 Org node with code: [Org Unit Code] has different parent nodes 
 
 
 
   
 Allow multiple level 1 nodes on organisation structure (#118209) 
 Problem 
 
 Currently, only one level 1 node is possible when creating an org structure 
 
   
 Solution 
 
 The import will now import all data added to org level 1 as the level 1 node on the ruleset 
 When org level 1 is left empty in the sheet then it will use the IN01 node as the default for this node 
 
   
 Use external user ID for employee number changes (#115559) 
 Problem 
 
 When importing data from V9 into V8 the employee number is used as the unique identifier and relies on the ID number for employee number changes. 
 Because the ID number is not a required field in V9 and is also not unique it causes inconsistent updates of data. 
 Incorrect movement of information between employees also occurs when more than one user has the same ID number on V8.   
 
 Solution 
 
 Add a unique per schema identifier to prsEmployees to store the external user ID of users imported as employees from V9. 
 
   
 
 Performance Management 
 Copy of PM templates not working (#119586) 
 Problem 
 
 When paging PM Templates the copy onclick event is not attached to the subsequent pages. 
 
   
 Solution 
 
 Re-attach the on click event to the data table rows' eye icons when the user pages. 
 
   
 Overall Final Score not recalculated to include Value Survey Score (#119575) 
 Problem 
 
 The calculation of the Overall Final Score was not correctly taking the calibrated score into account and using the original score 
 
 Solution 
 
 Fix the overall score dial calculation to use the calibrated score from the value survey if available. 
 
   
 Value Survey calibrated score "lost" when you exclude/include score (#119577) 
 Problem 
 
 When excluding a Survey the calibration score is not reapplied on React, only when the page is reloaded does it show again. 
 
 Solution 
 
 On Survey include/exclude re-apply the calibration score so it reflects the calibration correctly.  
 
   
 Exponentially more templates are created each time you copy a template (#119700) 
 Problem 
 
 When copying PM Templates the copy event is attached in duplicate on each reload of the table causing templates to create in duplicate. 
 
   
 Solution 
 
 Detach before re-attaching the onclick event on the PM template copy event. 
 
   
 Check-Ins - The manager wants to review (#119502) 
 Problem 
 
 Contract preview broke if a check-in comment contained a colon (":") or semicolon (";"). 
 
 Solution 
 
 Ensure that comments can contain those characters without breaking functionality. 
 
   
 Unable to include the Value Survey score (#119745) 
 Problem 
 
 
 Saving a contract survey gave SQL Dapper error because of one of the objects having changed with the new phase EvaluationEndDate but the query was not updated to select the value. 
 

 
 Solution 
 
 
 Modified query to also select EvaluationEndDate. 
 
 
   
 Clicking on the gauge in the overall section opens the wrong screen (#119957) 
 Problem 
 
 Clicking on any gauge in the Overall Summary Section is always directed to the contract's rating phase regardless of state. 
 
 Solution 
 
 Change the gauge click to relevant to either Ratings or OS screens depending on whether the user has submitted objectives. 
 
   
 Bulk Performance Contract Linking (#119916) 
 Problem 
 
 When you open the page to bulk link users for contract creation for a review setup that does not have a defined TA then the page will time out.  
 
   
 Solution 
 
 Ensure the page does not time out 
 
   
 
 New Development 
 Performance Management - Evaluations on Level 3 items 
 New functionality has been added to allow a user to select other people to evaluate them on the level 3 item (KPI, Values, Leadership Behaviours, Competencies). 
   
 When the Objective Setting is approved by both the Employee and Manager, the evaluator will receive a link to enable them to evaluate the people. Comments and ratings are saved in the Evaluation Summary.  
   
 Settings are available to enable this functionality. A setting is also available for Anonymous evaluations. The results are shown, but not who submitted the evaluations. 
   
 
  

Version 9.1.112 (26 August 2024)
Report Builder 
 Report not exporting (#119368) 
 Problem 
 
 When invalid XML characters within the data need to be exported, the export to Excel fails. 
 
   
 Solution 
 
 A method to sanitize the data was added, removing any invalid XML characters before exporting. 
 
   
 
  

Version 9.1.111 (26 August 2024)
Performance Management 
 Include both Manager and Employee Check-in Comments (#118556) 
 Problem 
 
 Only the person viewing the ratings can see their comments and not the other person's comments as well 
 
   
 Solution 
 
 Include both manager and employee check-in comments 
 
   
 Include the Review Survey import when calibrating (#118980) 
 Problem 
 
 The Review Survey score cannot be imported when using the Calibration Import 
 
   
 Solution 
 
 Allow functionality also to import the Review Survey Score 
 
   
 
   
   
   
   
   
   
   
   
  

Version 9.1.110 (16 August 2024)
Performance Management  
 Changes Done By Individual is Reflected For All Team (#119278) 
 Problem 
 
 On Goals import, when the custom KPI or KPA items are added that have the same name to different users it creates only 1 section item and links that to both contracts. 
 
 Solution 
 
 Always create custom section items, then iterate through the import records, assign the created items as required and remove them from the list if used. 
 This ensures that if the same KPI name exists on more than 1 contract, each will have their own section item created. 
 Also added steps to return the current existing contract KPI / KPA ids and then assign the Ids for that to the import items. 
 Last step added to delete the 'new' master data section items that were not allocated to prevent orphaned section items being created. 
 
   
 
 People Management 
 Users not imported to V8 (#112848) 
 Problem 
   When forcing a bulk import of users, the newly created users (created today) are not imported. 
 Solution 
 
 A SQL job executing the following must be setup to run on the V8 DB to actually import the data, otherwise clicking the bulk import of users will only stage the data in V8 
 
   
 
  

Version 9.1.109 (16 August 2024)
Ruleset Management | Payroll Connectors 
 PaySpace: Add job to process daily (#116644) 
 Problem 
   
 
 
 The front end of the payroll connectors offers a feature to pull or push data on a schedule daily but no such job exists. 
 
 
   
 Solution 
   
 
 
 Add a quartz job in the import services to run all the active payroll connectors regardless of type daily. 
 The job should fire the global command handler that serves as the controller to call and process the payroll connectors according to their configuration. 
 Currently, only PaySpace connectors will be processed. 
 Add the daily schedule to appsettings and the Helmcharts of the import service. 
 
 
   
 
  

Version 9.1.108 (16 August 2024)
Performance Management 
 Text not changed to "Calibrated" (#119122) 
 Problem 
 
 
 When the contract has not yet been approved, the precalibrated score is null.  When importing calibration it only sets the final score and because of the null does not validate against the pre-calibrated score. 
 
 
   
 Solution 
 
 
 It was changed to always read the final score and pre-calibrated scores as 0.00 (instead of null) and changed the comparison accordingly. 
 
 
 
 
 Improve error message when importing to a period that has not been started (#119120) 
 Problem 
 
 
 The error message is not clear when a period has not been started 
 
 
 
 Solution 
 
 
 Update the message: 
 
 
 
 
 
 
 The user "[Username]" does not have an active agreement for the review year "[Review Year]" with review setup "[Review Setup]" for period item "[Review Period]" 
 
 
 
 
 
 
 People Management - Import 
 User Import: Add additional fields to user imports (#115463) 
 Problem 
 
 
 Not all fields that are required are available on the User Import 
 
 
 
 Solution 
 
 
 Refactor user import and extend with additional fields  
 
 
 
 Improve the error when importing an overlapping position (#119083) 
 Problem 
 
 
 The error message for an overlapping position needs to be improved 
 
 
 
 Solution 
 
 Changed the message:
 
 "User (Username of person imported), Another appointment exists for the position between [StartDate] and [EndDate] for [Username of person in position]" 
 
 
 
   
 
 Master Data 
 Master Data "in Use" data (#114637) 
 
 Problem 
 
 
 The generic error message displays when deleting master data that is already "linked" to other data 
 
 
 
 
 Solution 
 
 
 Implement a modal to inform the user why he cannot delete the master data item 
 
 
 
   
 
 System Access 
 Enabled Disclaimer prevents ID Validation (#118639) 
 Problem 
 
 When the disclaimer is enabled, the 2nd authentication code is not checked for validity. 
 
   
 Solution 
 
 Run the base authentication. If successful, return the disclaimer SignInCustom. Otherwise, return the authentication result. 
 
   
 
 System Menu 
 Cannot add the PDP Dashboard on the System Menu (#111669) 
 On V8: 
 
 Add a Gear for the admin pages - Only available to the PDP Admins 
 
 
 
 When selected, open the PDP Admin menu: 
 
 
   
 V9: 
 
 Add a System Menu for  My PDP 
 
 Ruleset Setup | System Menu 
 
 
 When clicking on the menu item, open the My PDP page 
 Add a spanner if the logged-in user is an Admin that opens the admin pages  
 
 
   
 
 Kudos 
 Attempt to translate all sections relating to the Kudos functionality (#119207) 
 Problem 
 
 Missing translations 
 
   
 Solution 
 
 Add missing translation sections 
 
   
 
 Ruleset Setup 
 System help Page not responding (#119246) 
 Problem 
 
 
 User guides will show an infinite loading screen when there are multiple rulesets with overridden settings (UserGuideConfigurations) 
 
 
 
 Solution 
 
 
 Ensure that UserGuideConfigurations are retrieved for the current ruleset only, which will prevent the infinite loading screen. 
 
 
 
 
 Notifications (Inbox) 
 Order items by date (#118522) 
 Problem 
 
 
 Please order the items so that the latest imports are shown first and ensure that it is correctly ordered as dates and not as text. 
 
 
 
 Solution 
 
 
 Change the default sort column, and refresh the export table after successfully exporting a report  
 
 
   
 
  

Version 9.1.107 (12 August 2024)
System Access 
 System slow/unresponsive (#118937) 
 Problem 
 
 The system is very slow and unresponsive at times 
 
   
 Solution 
 
 Implement menu cache for additional service menu items  
 Remove busting of the ruleset menu cache slowing the whole V9 system 
 
   
 
  

Version 9.1.106 (12 August 2024)
People Management 
 Inconstant background shape size on different Tabs (#118608) 
 Problem 
 
 The system displays inconsistent background shape sizes on different Tabs. 
 
 
 Solution 
 
 Set a fixed size for the labels 
 
 
 
 Performance Management 
 Increase padding below rating scale blocks (#118726) 
 Problem 
 
 The heading for "Rating Comments is very close to them especially if you translate it to something that is longer 
 
 
 Solution 
 
 Apply size changes and add comments to Check-ins as well 
 
 
 Keep "new line" characters (#118721) 
 Problem 
 
 The newline characters as it was entered in the text boxes are not the same as what the user entered 
 
 
 Solution 
 
 Keep "new line" characters on activities, measures and Ratings and KPI 
 
 
 People can rate but the rating phase is not open (#118984) 
 Problem 
 
 On the contract screen the phase start date was not correctly being validated, only the end date. 
 
 
 Solution 
 
 Correct phase active check to correctly take the start date into account 
 Show the correct tooltip when the phase is not yet active and the correct start date check to include today 
 
 
 Final scores not calculated correctly (#118623) 
 Problem 
 
 Final scores not calculated correctly 
 
 
 Solution 
 
 On the weighted overall section, always recalculate all item L3 weights regardless of the rated state. Fix the Excluded rating showing rate button. 
 
 
 
 Employee Evaluations 
 The report and export do not return all the roles (#118617) 
 Problem 
 
 When people group users are bulk imported from V9 to V8, it sends a list of people groups to V9 and retrieves the users for that list of people groups. The problem is, before returning the people group users, we distinct the list on user id. This is a problem when importing to V8, because V8 expects the users who belong to a people group to be present, even if the user exists over multiple people groups. But currently that will not happen, a user will be returned only once, even if the user exists over multiple people groups. 
 
 
 Solution 
 
 Added an option isTargetAudience, which is optional and true by default. When target audience is true, users will not be duplicated over people groups. When isTargetAudience is false, users can be duplicated over people groups and all users for the given people groups will be returned. This option will be false, when the request is made from V8. 
 
 
 
 New Development 
 PM Final Score Calibration (#112619) 
 As a Performance Management Administrator viewing the Review Setups on a year, I want to export and import the template to add the calibrated values 
 Business Rules 
 
 Create a template to import the calibrated values
 
 Calibration of Final Scores 
 
 
 When downloading the Template, everyone linked to the Review Setups should be populated on the export file
 
 The settings should be taken into account when populating this file
 
 The new scores can be populated and imported 
 
 
 
 
 Exception:
 
 A record cannot be imported without a Reason for revision 
 
 
 
 
 As a Performance User, I want to see my calibrated score 
 Business Rules 
 
 On the Performance Management dashboard, show the calibrated final score 
 On hover, show the original score

Version 9.1.105 (12 August 2024)
Translations 
 Export to Excel message (#118605) 
 Problem 
 
 An incorrect snack message is displayed when exporting a report. 
 
 
 Solution 
 
 Make sure the export snack message is correct. 
 
 
 
 Performance Management 
 As a Performance User, I want to see all the comments for Employees and Managers (#118556) 
 
 Add Headings for the following sections for the ratings
 
 Ratings 
 Rating Comments
 
 Person 
 Manager 
 Private Comment 
 
 
 Historical Check-ins
 
 Add Historical comments for both the person and manager 
 
 
 Objective Setting Comments
 
 Person 
 Manager 
 
 
 
 
 
 
 As a Performance User, I want the on-hover pop-up to be removed and the info shown on the screen when rating (#118428) 
 
 When the rating or check-in modal is open, show the KPI description 
 Have an arrow icon with a tooltip 
 When clicking on the arrow, expand the grey area and show
 
 Activities 
 Measures 
 Ratings 
 
 
 When clicking the arrow again, collapse the grey area to show the KPI description 
 
 
 Bulk Create Contract Periods using review setup settings (#116832) 
 Problem 
 
 
 The bulk creation of contract periods does not take into account the rules of the review setup. Currently, it only allows the creation of the next contract period if all the periods that has a start date before the one you want to create on the review setup have been final approved.  This does not adhere to settings like AllowExcludingReviewItems, and RequirePreviousPeriodCompletion. 
 
 
   
 
 Solution 
 
 
 Implement all the settings currently applied when allowing the creation of a contract period as implemented on the dashboard on the bulk creation. 
 
 
   
 Export scorecard in Excel (#108772) 
 Problem 
 
 The agreements can only be exported in PDF 
 
   
 Solution 
 
 New method on WebMVC.Areas.PerformanceManagement.Controllers.DashboardController to compile contract information into specific format for excel 
 Extend OpenXMLService to handle specific generation of export. See ExportDataSet but possibly alter to not show search criteria etc. 
 Integrate with notification service to make downloadable when ready. 
 
   
 
 
 Master Data 
 Save & Add New Function, inherited Competency from Previous record needs to be Manually re-selected before save is successful. (#118076) 
 Problem 
 
 When you select 'Save and Add new', when adding new master data, the select2 selects are not cleared properly. The value(s) are cleared, but it still displays the previously selected value(s). Saving after this, does nothing, as the select does technically not have a value, although it displays a value. 
 
   
 Solution 
 
 Reset select2's by selecting the first value from the select, which is always "Select an option". 
 
   
 
 My Account 
 No default Language (#118112) 
 Problem 
 
 On a newly created ruleset, when a user goes to the "My preferences" page, no languages are displayed. This happened because none of the languages were published. 
 
   
 Solution 
 
 Ensured that the default language is published, or at least a single language when creating/copying a ruleset. Also, to make sure that this works for existing rulesets with no published languages. On WebMVC, if the ruleset has no active and published languages, it at least adds the current culture of the user to the list, so that something displays on the page. 
 
   
 
 Competency Analysis 
 Load More appears when there is no more record to Load on the page (#118145) 
 Problem 
 
 The Load More option displays when there is less than 10 records 
 
   
 Solution 
 
 Make sure the option is displayed only if there are more than 10 records 
 
   
 Incorrect tooltip when rating as Manager (#112812) 
 Problem 
 
  Incorrect tooltip is shown for Manager (Do self-assessment) 
 
   
 Solution 
 
 Make sure that when the person is viewing as the manager, the tooltip changes to Assess Person 
 
   
 
 Notifications / Inbox 
 As a product administrator, I want to see the imports for the ruleset. (#115203) 
 
 On the notification for a user add a new tab Imports. 
 Show the tab only if the user is a Performance Management, People Management or Ruleset Management Administrator 
 On the tab show a list of the last 100 imports paged by 50 per page
 
 Add the columns
 
 Actions 
 User 
 Type 
 Status 
 Start Date 
 End Date 
 
 
 On the Action options
 
 Export Transactions
 
 Export all transactions for the import 
 
 
 Export Errors
 
 Disabled when the import is not complete or the completed status is not Failed 
 Export all errors 
 
 
 
 
 Order the table by latest import first 
 
 
 
 
 Integrations | PaySpace 
 PaySpace: Implement performance improvements (#116645) 
 Problem 
 
 
 Currently, payroll connectors are processed serially meaning that each ruleset will wait for the next to complete. 
 All data is always processed when pushing data to Payspace 
 
 
   
   
 Solution 
 
 Implement threading batching no more than 10 ruleset connectors together. 
 When retrieving the data that has changed only retrieve data that has changed on the last day unless the specific connector has never run then include data over all time. A functional data filter should be added to the export to select changes from any date. 
 
   
 
 Notifications | Email Setup 
 Use Office 365 as SMTP server (#111461) 
 
 
 Business Rules 
 
 When Basic Authentication is selected
 
 Username and Password fields are shown 
 
 
 When Token-based Authentication is selected
 
 Client ID, Client Secret, and Tenant ID are shown 
 
 
 
 
   
 
 Ruleset Management | Image Resources 
 Duplicate first banner image appears when marked default (#118215) 
 Problem 
 
 The system creates a duplicate of the uploaded Banner. 
 
   
 Solution 
 
 Ensure that only one banner is created 
 
   
 
 Ruleset Management | Integrations 
 Import User Picture URLs from V9 to V8 (#116808) 
 Problem 
 
 
 The profile images of users are not imported from V9 to V8 and this caused the V8 list pages to not display images for the employees. 
 
 
   
 Solution 
 
 
 Extend the user details export to include the profile URL from V9, in the Menu and Bulk imports add a step to import the user profile URL as the picture URL in V8 
 
 
 
 
 People Management 
 Show the Active People Counts on People Management and Ruleset List page (#118100) 
 Business Rules 
 
 People Management Dashboard - Grid View
 
 In the slider - Active, Terminated, Future Dated, and All - add the number of people when clicking on an option 
 
 
 
 
   
 
 Ruleset Setup | List page
 
 Change the heading from People to Active People 
 Make sure the number here is the Active People 
 When hovering, show the breakdown of Terminated, Future Dated, and All in a tooltip 
 
 
 
 
   
 
 General 
 Implement V9 secure redirects as share links in V8 (#116964) 
 Problem 
 
 
 Creating short URLs or sharing links in V8 does not create a ruleset-based session for users using V10 and the user is required to login in V8 with credentials that do not exist. 
 
 
   
 Solution 
 
 
 Implement the secure redirect mechanism developed on V9 
 
 
   
 
  

Version 9.1.104 (29 July 2024)
Performance Management 
 Manager Dashboard Change (#118473) 
 Problem 
 
 The wording in the rating phase refers to ratings and check-ins, but the check-ins are done first, followed by the ratings. 
 
   
 Solution 
 
 Swap the words around and display: "Check-Ins and Ratings" 
 
   
 Managers can update the review survey score when the setting is disabled (#118349) 
 Problem 
 
 The allow edit setting was no longer taken into account since the click was moved to the gauge 
 
   
 Solution 
 
 Implement the setting so that the score input will be disabled when the setting is off. The manager will still be able to include/exclude the survey score. 
 
   
 KPI weight % submission issue (#118340) 
 Problem 
 
 Similar to the previous situation with L2 weights. The items weighted over section setting on the L1 weights are supposed to be calculated automatically but end up being incorrect and not totaling up to 100%.   
 
   
 Solution 
 
 Again could not replicate the issue to solve, but removed the front-end L1 validation when the weighted over section setting was on. Weights are still redistributed and validated on the backend. 
 
   
 
 Ruleset Management 
 Tenant users cannot update their ID Numbers (#112761) 
 Business Rules: 
 
 When creating a new Tenant / Create from Blank or Create from R1
 
 Do not copy the MFA settings  
 Always use  Sent OTP via Email  option 
 
 
 When copying from any other Ruleset (excl R1)
 
 Copy the MFA settings as configured on the copy from ruleset 
 
 
 
   
 Image Resources: increase the Maximum allowed size to 2mb for Avatar (#118287) 
 Problem 
 
 The avatar image size was 500 KB which is very small for a high-quality image 
 
   
 Solution 
 
 Increase the size to 2 MB 
 
   
 Image Resources: Duplicate first banner image appears when marked default (#118215) 
 Problem 
 
 The system creates a duplicate of the uploaded banner 
 
   
 Solution 
 
 Ensure that there are only 1 image 
 
   
 The default Banner does not display on the People Management User preview (#118286) 
 Problem 
 
 The system does not display the default Banner when viewing Employee Details/Card 
 
   
 Solution 
 
 Ensure the default pulls through to People Management and displays on the Employee Details and Card 
 
   
 
   
   
 
   
  

Version 9.1.103 (19 July 2024)
Performance Management 
 Blank screen after opening an agreement (TP#118171) 
 Problem 
 
 The user contract does not load due to a JavaScript error if one section has no name. 
 
 
 Solution 
 
 Ensure that a section item always has a name, by returning "unknown" if it is null or empty. 
 
 
 Index panel problem (TP#118173) 
 Problem 
 
 "Natural" sorting of items was not implemented when perspectives were enabled. 
 
 
 Solution 
 
 Ensure that level 2 items are always sorted naturally. 
 
 
 Prevent the delete icon from wrapping to a new line (TP#117026) 
 Problem 
 
 The delete icon wraps to another line 
 
 
 Solution 
 
 Disable the wrapping of the delete icon in the overall summary section  
 
 
 
 People Management 
 Duplicate employees saved (TP#118162) 
 Problem 
 
 Duplicate users were displayed due to a bug in the back-end logic. 
 
 
 Solution 
 
 Ensure duplicate users are not returned when people group users are returned. 
 
 
 Roles are not applying to V8 pages (TP#112977) 
 Problem 
 
 Ruleset admin and Schema admin in V9 and V8 respectively are handled differently. 
 In V8, schema admin always has edit/view rights. 
 In V9 a Ruleset admin needs the appropriate right to view/edit. 
 
 Solution 
 
 Added a check, when coming from V9 it will only check the view/edit permissions and not if the user is an admin. 
 
 
 
 Ruleset Management 
 'User not active' message when attempting to log into the newly created ruleset (TP#116988) 
 Problem 
 
 When a new ruleset is created, when trying to log into that ruleset with the user that created it a user not active message is displayed. 
 The problem is that the user has no appointment and does not exist on JobProfiler.MaterializedUsers because of an error when trying to materialize the user. 
 This error is because the user has tried to be added before the ruleset has been created on JP which causes the context to go invalid and the user never gets created. 
 
 
 Solution 
 
 Changed the order of execution to first send the ruleset created event, and then send the copy identity user (which calls user created event) to reduce the chance of a race condition occurring and the user being created before the ruleset exists on JP. 
 Add a check to delay user creation until the ruleset is created 
 
 
 Translation Resource names displayed (TP#118163) 
 Problem 
 
 The functionality from the initial development was not working 100% and it saved the actual translated value not the key, also where it did have the key saved it displayed that instead of the value. 
 
 
 Solution 
 
 Made it so that when editing/adding a theme it always saves the translation key. When viewing the viewed value is the translation value. Also made it auto-scroll and focus on the relevant key when clicking on the Hand icon next to the inputs 
 
 
 
 SigniChat 
 Read Receipt for Messages does not display accurate time (TP#116198) 
 Problem 
 
 Newly Sent Message displays a Read Receipt Time that is not accurate as the user the message was sent to has not yet viewed the message 
 
 
 Solution 
 
 Read Receipt time is only logged when the New Message is read by the user it was sent to. 
 
 
 
 
 Translation for the Login Page 
 The login page language setting is not working (TP#118207) 
 Problem 
 
 
 Static translations did not work when the user was not signed in (ie on the login page) 
 
 
 
 Solution 
 
 
 Ensure that static translation works even when the user is not logged in and authenticated.

Version 9.1.102 (15 July 2024)
Performance Management 
 The employee cannot submit objectives (TP#118111) 
 Problem 
 
 A user could not submit objectives if perspectives were enabled and an Action Plan section was active on the contract. 
 
   
 Solution 
 
 Ensure that contract objectives can be submitted when perspectives are enabled and an action plan section is present. 
 
   
 Prevent the delete icon from wrapping to a new line (TP#117026) 
 Problem 
 
 When an employee views his agreement when there is one period in the rating phase and another is still in the objective phase, then the delete icon on the objective phase is moved to the next line to the left of the table 
 
   
 Solution 
 
 Fix delete icon wrapping to next line on Employee Dashboard 
 
   
 
 Ruleset Management 
 Translation Resources displayed in tooltip (TP#116882) 
 Problem 
 
 Tooltip items are not being translated. 
 
   
 Solution 
 
 Run translation functions when getting the list of menu items. 
 
   
 Content Server Password is in clear text by default (TP#116341) 
 Problem 
 
 Content server client secret visible by default 
 
   
 Solution 
 
 Changes content server client secret to have password type by default 
 
   
 Menus displayed incorrectly (TP#116853) 
 Problem 
 
 The learning portal and HR help desk translations had typos in them, which caused the translation to not work. 
 
   
 Solution 
 
 Fix the typos for those two translations. 
 
   
 'User not active' message when attempting to log into newly created ruleset (TP#116988) 
 Problem 
 
 When a new ruleset is created, when trying to log into that ruleset with the user that created it a user not active message is displayed. The problem is that the user has no appointment and does not exist on JobProfiler.MaterializedUsers because of an error when trying to materialize the user. 
 This error is because the user has tried to be added before the ruleset has been created on JP which causes the context to go invalid and the user never gets created. 
 
   
 Solution 
 Changed the order of execution to first send the ruleset created event, and then send the copy identity user (which calls user created event) to reduce the chance of a race condition occurring and the user being created before the ruleset exists on JP. 
   
 
 People Management 
 Not Authorised screen displayed when terminating an employee (TP#116658) 
 Problem  
 
 When terminating an employee an unauthorized screen is shown and the user can not be found within the people management dashboard. The terminated users are thus not cached and therefore the unauthorized error. 
 
   
 Solution 
 
 Made changes to the user's query to include all users to add in the cache as well.   
 This fixed both issues, on people management dashboard and with the unauthorized page. 
 
   
 Welcome message image on screen display (TP#118074) 
 Problem 
 
 Images overlap the modal 
 
   
 Solution 
 
 Make send confirmation email dialog preview XL 
 
   
 
 Login page 
 Items cannot be seen, the drop-down items are in white and the background is white (TP#116763) 
 Problem 
 
 Transparency does not work on drop-down items 
 The drop-down is still visible when there is only one language to select 
 
   
 Solution 
 
 Let the drop-down color be set to the same as the parent element. Otherwise, the text won't be seen 
 Hide the language drop-down if there is only 1 active language on the current ruleset 
 
   
 
   
   
   
   
  

Version 9.1.101 (15 July 2024)
Ruleset Management 
 Tenant users cannot update their ID Numbers (TP#112761) 
 Problem 
 
 Emails were not generated when creating a new Ruleset 
 
   
 Solution 
 
 Ensure ruleset admins receive an email when the ruleset is created or copied 
 
   
 Random text on the integrations page (TP#116598) 
 Problem 
 
 Random text that is now visible on the Integrations page 
 
   
 Solution 
 
 Changed translation symbol to ensure the HTML is treated as a string 
 
   
 Ruleset Admin Single can see the Product setup option for some modules (TP#108347) 
 Problem 
 
 The permissions state that this role excludes the actual setup of modules but when this user logs in and views the product setup page, some modules do have the Setup option available 
 
   
 Solution 
 
 Only a ruleset admin (single or global) can activate/de-activate a Product (If they have the correct permission too - "Do actions on Product tab, excluding setup") 
 Then ONLY an admin of a certain product can access the Product setup of that product - they do not need to be a ruleset admin. 
 Also, the same rules that apply to Activating/Deactivating a product, apply to activating/de-activating SigniChat. 
 
   
 
 Performance Management 
 System not allowing the manager to copy scorecard on an employee (TP#116196) 
 Problem 
 
 When performing DB-only actions like importing data from V8 to V9 the cached entries in the system for new data is not busted automatically. 
 
   
 Solution 
 
 Add an API endpoint in the import service to allow the cache to be busted using an API endpoint. 
 This can be triggered from SQL as needed to solve the issue. 
 
   
 Percentage errors when submitting contracts (TP#116517) 
 Problem 
 
 Some scenarios occur when the items weighted over section setting are on where the L2 weights are supposed to be calculated automatically but end up being incorrect and not totaling up to 100%. 
 
   
 Solution 
 
 Could not replicate issue to solve, but removed the front end L2 validation when the weighted over section setting is on. 
 Weights are still redistributed and validated on the backend. 
 
   
 Error when opening PM Section Items (TP#116816) 
 Problem 
 
 Could not access Section Item master data. 
 This was due to the custom handling of the Section Item enum type that was added initially. 
 
   
 Solution 
 
 Removed the custom handling and relied on the existing functionality since the SectionItem enum works generically now and no custom implementation is needed. 
 
   
 
 HR Processes 
 Cancel Request button is not enabled (TP#116755) 
 Problem 
 
 Approve, decline, and cancel buttons are disabled and cannot continue 
 
   
 Solution 
 
 Ensure the Reason and toggle trigger the buttons 
 
   
 
 People Management 
 Roles are not applying to V8 pages (TP#112977) 
 Problem 
 
 Ruleset admin and Schema admin in V9 and V8 respectively are handled differently. 
 In V8 schema admin always has edit/view rights. 
 In V9 a Ruleset admin needs the appropriate right to view/edit. 
 
   
 Solution 
 
 Added a check, when coming from V9 it will only check the view/edit permissions and not if the user is an admin. 
 
   
 
 Imports 
 Employee data import not working (TP#116883) 
 Problem 
 
 User import fails without reason when importing bulk users where the dataset is made of existing and new users 
 
   
 Solution 
 
 Correct the filter that excludes the current users from the list of new users to create. 
 Ensure external ID is only used when it is not null when doing this comparison. 
 
   
 Competencies not copied to positions created by the import (TP#113352) 
 Problem 
 
 When importing individuals for a job position, the job position does not inherit the competencies from the job profile. 
 
   
 Solution 
 
 Add a bulk insert/update for the competencies 
 
   
 
   
  

Version 9.1.100 (15 July 2024)
Ruleset Management  
 Code colours not updating (TP#116801) 
 Problem 
 
 When saving a theme the changes were not reflected and also gave an error. 
 
 
 Solution 
 
 Fixed the login page heading and description referencing the incorrect model property. 
 
 
 
 Performance Management 
 Values & Behaviours section weights stay red after entering them manually (TP#113304) 
 Problem 
 
 React weight validation is failing due to Action Plan items also being evaluated. 
 
 
 Solution 
 
 Exclude Action Plan from the weight validation

Version 9.1.99 (15 July 2024)
People Management 
 Technical: The index page makes excessive calls (TP#116776) 
 Problem 
 
 The People Management index page made excessive HTTP calls to retrieve the Kudos phrases and Kudos badges. 
 
 
 Solution 
 
 This was because the calls were made in the modals. 
 Moved the HTTP calls from the index page and now pass the phrases and badges through as a parameter to the relevant modals. 
 
 
 An error appears when Appointing an Employee (TP#116739) 
 Problem 
 
 Error occurred when adding a new person, due to an error in a back-end script. 
 
 
 Solution 
 
 Ensure that when people are added, no errors are returned, by fixing the script. 
 
 
 Country selector default to SA (TP#116648) 
 Problem 
 
 Country selector defaults to SA 
 
 
 Solution 
 
 The company codes will now use geolocation to determine the correct company code to select initially depending on your IP address. 
 If the location cannot be determined it will currently default to US. This applies to contact details and the next of kin number fields. 
 
 
 Able to click the Delete button for an active appointment (TP#116652) 
 Problem 
 
 You can click the delete button next to a person's active appointment and the confirmation modal is displayed. 
 There is an error when you continue because this action is not allowed. 
 
 
 Solution 
 
 Disable the delete button 
 
 
 Surname Filter - UI Improvements (TP#116242) 
 Problem 
 
 When a letter on the Surname filter bar (the left vertical bar with “abc”,”A”, etc) is clicked, then the page filters the People with surnames that start with that letter.   
 But, it is not clear enough which letter is clicked 
 
 
 Solution 
 
 Highlight the letter more (currently it is only bolded).   
 Add a round coloured circle around the letter/ highlighted background 
 Show above the People cards (or list):
 
 Showing People with surnames starting with “G”.  Click “abc” to clear. 
 
 
 
 
 UTC date is displayed for Last Login (TP#116745) 
 Problem 
 
 When using the card view on People Management and clicking on a person's card, a preview displayd of the person's details. 
 On this modal the person's last successful login date is displayed. 
 Please note that this date is displayed as UTC, meaning it is 2 hours behind SA time. 
 Please ensure that the UTC is converted to local time. 
 
 
 
 Solution 
 
 
 Fix more places where ToUniversalTime() is incorrectly used.  
 
 
 
 
 Performance Management 
 Values & Behaviours section weights stay red after entering them manually (TP#113304) 
 Problem 
 
 There was 1 issue on the react state when the sections and items are added causing it to add some sections in duplicate to the state. 
 This had the effect of removing incorrect items from the state and section items disappearing from the incorrect sections. 
 Also, this leads to the invalid weight calculation to be incorrect. 
 
 Solution 
 
 Fixed the problem with the duplicate sections being added to the state which also corrected the weight validation. 
 
 
 Prevent Rate button text from overflowing (TP#116231) 
 Problem 
 
 On certain resolutions, the text on the rating button will overflow onto a second line when the columns are too narrow.  
 
 
 Solution 
 
 Set it so the Rate buttons never wrap, meaning it will show a scrollbar if the resolution gets too small 
 
 
 Styling and alignment on rating modal (TP112866) 
 Problem 
 
 Rating box styling is not great when all 3 are displayed 
 
 
 Solution 
 
 Set minimum width and also make it wrap better when text is long 
 
 
 Sort order Templates (TP#116437) 
 Problem 
 
 There is no sorting order when creating an agreement from a Template 
 
 
 Solution 
 
 Added alphabetical sorting order 
 
 
 New Feature: Move Contracts Between Review Setups (TP#115509) 
 
 Add a new vertical pill for Move Agreements on the Bulk Actions 
 The From Review Setup should have

 
 All review setups 
 Unallocated agreements 
 All linked review setups individually 
 
 
 The To Review Setups have the People Group as well 
 Search on
 
 Person Name 
 Person Surname 
 Person Username 
 Performance Manager Name 
 Performance Manager Surname 
 Performance Manager Username 
 Position 
 
 
 Grey out the checkbox in the list when
 
 The person is not part of a Custom People Group 
 The person has no agreement 
 Add tooltips (see mock-up) 
 
 
 When selecting the Move Agreements button, a confirmation modal opens

 
 Please provide a reason is a required field 
 When the Move Agreements button is selected
 
 Add the person on the Custom People Group of the selected To Review Setup 
 Move the agreement (as is) to the To Review Setup 
 
 
 
 
 After moving the people, show a snack message to confirm the move 
 Move the Bulk Action Logs last 
 Add the entry for the Move Agreements 
 Show the From and To Review Setups 
 
 
 
 Ruleset Management 
 Tenant users cannot update their ID Numbers (TP#112761) 
 Problem 
 
 The new tenant users are created using only the email address specified while creating the tenant, this means that this user has no Password or ID number assigned. 
 This means that the user cannot log in or change their password.  
 
 
 Solution 
 
 When creating a new Tenant / Create from Blank or Create from R1
 
 Do not copy the MFA settings  
 Always use  Sent OTP via Email  option 
 
 
 When copying from any other Ruleset (excl R1)
 
 Copy the MFA settings as configured on the copy from a ruleset 
 
 
 
   
 
 Competency Analysis 
 Terminated Employees appear on the My Team List (TP#116615) 
 Problem 
 
 The system displayed terminated Employees on the My Team Tab for the Manager to complete the Competency Analysis 
 
 
 Solution 
 
 Exclude terminated users 
 
 
 
 Master Data 
 Section Items: Add the ability to filter on "Type" (TP#87260) 
 Problem 
 
 The Section Items Master Data now contains all master data for all the PM sections, making it very difficult to work with. 
 Add a filter to the search bar to filter on the Section Type. 
 
 
 Solution 
 
 Added section type global filter for the Performance Management Section Items on Master Data 
 
 
 
 Org Chart 
 The Org Chart must open from the logged-in user’s point and down (TP#116400) 
 Problem 
 
 The system opens a new window and Displays the Org Chart from the Top Level 
 
 
 Solution 
 
 Display the OrgChart from the Logged in User. So the logged-in user must be the parent node.

 
 
 
 
 System Access 
 Signify cannot log in on R1 because of no appointments and error message is incorrect (TP#116636) 
 Problem 
 
 Cannot log in to the system. 
 When resetting the password, it still does not allow the user to log in. 
 The error message is also incorrect.  
 It states that the Username and Password combination is incorrect. 
 
 
 Solution 
 
 A change has been made to the check if a user is active. A user is not active when:
 
  The user has no appointment 
 The user's latest appointment has been terminated 
 The user has been disabled 
 
 
 
   
 The message on the standard login and external login has been updated and will now display. 
   
 
 
 
 SigniChat 
 Failed Group Chat Creation Makes Group Chat Creation Interface Persistent when Chat module is opened (TP#116201) 
 Problem 
 
 When New Group Creation fails it persistently displays the Group Creation Screen when clicking on the Chat Icon. 
 
 
 Solution 
 
 When the group creation fails, reset the display to show the chats and not the creation page 
 
 
 Sent Attachments do not Automatically Refresh the Chat (TP#116183) 
 Problem 
 
 When Attachments are sent, the message does not refresh automatically on the other user's side. 
 Manual Refresh is required to trigger the message sent (opening and closing chat again or sending another message will manually trigger). 
 
 
 Solution 
 
 When Attachments are sent, the message refreshes automatically on the other user's side. 
 
 
 The SigniChat modal cuts off 
 Problem 
 
 The modal cuts off at the top 
 
 
 Solution 
 
 Gave SigniChat component a smaller fixed height 
 
 
 
 All Services 
 Improve error messages (TP#113747) 
 Problem 
 
 There are a lot of generic error messages across domains 
 
 
 Solution 
 
 Handle domain exception with a specific code and the exception itself returns the key for the translation of the exception. 
 When the code and key are available in the exception it should be used to display the error otherwise it shows the generic error.  
 
 
 
 HR Processes 
 New Feature: Ability to cancel a submitted request (TP#116470) 
 Problem 
 
 When submitting an HR Request, there is no ability to Cancel it 
 
 
 Solution 
 
 When a request is submitted and the request is still in the  My Open Requests  section, this request should have the functionality to be cancelled 
 When the  Cancel Request  button has been selected, a cancel confirmation should display where you must add the reason 
 When the request has been cancelled, it moves to  Historical Request 
 Instead of submitting, it should show cancelled  with the date and time 
 Translations should be added for the cancel functionality 
 
 
 Search is applicable only to the 1st tab (TP#116448) 
 Problem 
 
 When you are on the HR Processes tab, and you search, it seems it searches on exports which is the first tab 
 
 
 Solution 
 
 Focus the global search on the current tab 
 
  

Version 9.1.98 (1 July 2024)
Ruleset Setup | Dashboard Widgets 
 Dashboard Widget Translations (#114923) 
 Problem 
 
 The translation button overlapped the widget card 
 
   
 Solution 
 
 Move the translation button underneath the Name 
 
   
 
 People Management 
 Ensure that when saving a new user transgression, that the form is properly validated (#115155) 
 Problem 
 
 The validation error message did not display correctly as in other places in the system 
 
   
 Solution 
 
 Ensure that validation error messages work the same as other places in the system 
 
   
 
 Performance Management 
 The popover for employee and manager comments is not displayed during the check-in phase (#116468) 
 Problem 
 
 When the manager views the Check-in employee comment, they cannot see the cut-off text 
 
   
 Solution 
 
 The relevant comment is displayed on the contract correctly (Objective Settings comment, Last Check In Comment, or Rating Comment) 
 The popover is displayed for that comment when the comment exceeds the standard textbox display length (80 characters)
 
 If the comment is shorter no popover displays 
 
 
 When clicking on the KPI item the relevant comments are displayed (With the exception being Check-Ins see below) 
 The Objective Settings comments and the historical check-ins should be displayed for check-ins. The actual comment inputs are empty 
 Currently, during Check-Ins the user can only see the opposite person's comments on the contract display (via the PopOver) not on the modal 
 The modal only shows the historical comments for that user (Employee or Manager) and the Objective Settings comments (if any) 
 
   
 When selecting rating the entire area is not clickable (#116414) 
 Problem 
 
 When doing a rating, the entire row is not clickable 
 
   
 Solution 
 
 Ensure the entire row is clickable 
 
   
 Copy my ratings to the final rating not working when impersonating (#116412) 
 Problem 
 
 When impersonating a person, the copy of the Manager's rating did not work 
 
   
 Solution 
 
 Resolved the issue by allowing a person who impersonated a manager to copy the ratings 
 
  

Version 9.1.97 (1 July 2024)
Performance Management 
 PM dashboard - Resolve the large amount of unnecessary HTTP requests that are made on the dashboard (#116126) 
 Problem 
 
 Unnecessary HTTP requests are made on the dashboard 
 
 
 Solution 
 
 Move templates pull for review setup to dashboard load and send data to the modals.  
 Move the user contract previous and subs load to only happen when the modal is opened.  
 
 
 
 System Access 
 Updates to the Forget Password Login (#115694) 
 1. After forgot password has been selected, the same password is used as the previous one: 
 
 
 
 Change the message to:
 
 ”This Password has been used already and you cannot reuse Passwords.  Please select a different Password.” 
 
 
 
 
 
 2. When the password and confirmation password do not match, show the text in white and bold instead of red. 
 3. Show a masked email address in the message to which the OTP was sent. 
 
 
 Languages 
 System menu Translations (#114922) 
 
 Change the menu heading text box to read-only
 
 Store the translation key for the menu in the DB 
 Update ProductURL with the name as the translation key 
 Display the translation for the key if found. 
 
 
 Add a button next to the heading text box “Translate”
 
 When clicking the button opens a new tab and loads the language tab for the current active culture e.g. en-Us 
 
 
 On Languages| Culture | Global
 
 Add a new section called System Menu with a field for each system menu. 
 
 
 If the user changes the translation for the system menu where the translation is used, it will reflect that value. 
 The system menu cache will need to be busted when updating the translations of the system menu section. 
 
 
 
 Ruleset Management 
 Additional services access secret error occurred (TP#116387) 
 
 Add Tenant admin and ruleset admin global role to the CreateLegacyIntegrationClient request 
 
 
 
 Login | Translations 
 Add a new Languages dropdown on the login page (TP#114924) 
 
 Add a drop-down in the top right corner of the page with the published languages for the current theme’s login 
 The preferred language forms the culture cookie if available must be set 
 The list of active languages must be cached per Ruleset. 
 After logging in, see if the user selected a preferred language (that would have been stored in the database).  If so, change the language to this value and update the cookie accordingly. 
 On the home controller before redirecting into the module confirm that the preferred language in the cookie is the same as the session cache of user details

Version 9.1.96 (18 June 2024)
Performance Management 
 Fix impersonation link resulting in a 404 not found (#116317) 
 Problem 
 
 Impersonation led to a 404 - not found page. 
 
   
 Solution  
 
 Ensure impersonation does not lead to a 404 not found page.

Version 9.1.95 (17 June 2024)
Master Data 
 Translation resources displayed on the selection modal (#116061) 
 Problem  
 
 Translation resources are shown on the master data modal 
 
   
 Solution 
 
 The name of the masterData.json file is case-sensitive on production and thus the translation could not be found.

Version 9.1.94 (17 June 2024)
Performance Management 
 Translation resource name displayed on Confirm button (#115784) 
 Problem 
 
 Incorrect translation resource used. 
 
 Solution 
 
 Use the correct translation resource. 
 
   
 Incorrect Styling when employee views agreements when Manager column is visible (#115869) 
 Problem 
 
 Misaligned columns when employee views contract during Final Rating and setting to show final ratings after manager rating is on.   
 
 Solution 
 
 Fixed the issue where if no rating is yet available it did not print anything when the user views the contract.  
 For a manager, it displays the rate button. 
 Display an empty cell for an employee if no rating yet. 
 
   
 Incorrect tooltip on Check-Ins button (#113994) 
 Problem 
 
 When the check-ins phase has expired (passed the end date) a 'Completed' tooltip is shown. 
 
   
 Solution 
 
 Changed the tooltip to show the Phase not active anymore tooltip. 
 Seems at one point it used to display Phase Completed but that translation has been reused elsewhere and modified. 
 
   
 
 Ruleset Management 
 Ruleset cannot be created (#89623) 
 Problem 
 
 Cannot create a new Ruleset 
 
   
 Solution 
 
 Fix ruleset creation bug, which was caused due to a duplicate API user being created 
 
   
 Save button on the Integrations page is unresponsive (#116252) 
 Problem 
 
 
 Could not click on the footer buttons as they disabled. 
 
 
 
 Solution 
 
 
 Ensure that the buttons are clickable 
 
 
   
 
 Content Management 
 Cannot upload document (#116209) 
 Problem 
 The problem with the upload was caused by the .PDF extension that has been typed in capital letters rather than the standard lowercase .pdf. This caused the content management service to reject the file with the reason invalid file type. 
   
 Solution 
 Allow files to be uploaded regardless of the casing of their file types as long as it is in the supported list. e.g. .PDF and .pdf will now be allowed as uploads. 
   
 
 People Management 
 Performance Improvements on People Management (#116186) 
 Problem 
 When the all-people group is being used, the system is very slow. 
   
 Solution 
 A change to the calculation of people groups and how it is returned to the people dashboard has been made 
   
 
 HR Processes 
 Approved requests do not move to historic requests (#116204) 
 Problem 
 
 A completed request does not move to Historical Requests 
 
   
 Solution 
 
 Ensure the last person's approval trigger the request as complete and move the request to the Historical Requests 
 
   
 
  

Version 9.1.93 (17 June 2024)
Performance Management 
 Check-in comment does not immediately display on the table after adding/updating (#116059) 
 Problem 
 
 When adding/updating a check-in comment the comment does not reflect immediately on the contract and needs to be refreshed. 
 
   
 Solution 
 
 Update contract check in item state after Comment saved to make it refresh the contract item. 
 
   
 
 Ruleset Management | Payroll Integrations 
 Changed logic regarding the display load more button (#115193) 
 Problem 
 
 The Load More link is always displayed 
 
   
 Solution 
 
 Changed the logic to show when more than 10 records are available 
 
   
 
 People Management  
  The "Link to Payroll Connector" field is displayed when there are no connectors (#115674) 
 Problem 
 
 The Link to Payroll Connector field should not be available when there are no Payroll Connectors configured 
 
   
 Solution 
 
 Hide the field when there are no Payroll Connectors 
 
   
 
 HR Processes 
 Various fixes include: 
 
 Cannot disable the Line Manager Reporting Line 
 Make sure all Reporting Lines are shown on a person's profile 
 Standardise validation messages 
 Styling fixes 
 Duplicate Reporting Lines fixed 
 Correct the dropdown field that closes the modal 
 Fix the sync call for the reporting line sync

Version 9.1.92 (17 June 2024)
Performance Management 
 Review Years ordering (#113799) 
 Add the functionality to order the Review Years. 
 
 On the Performance Management Dashboard, the order of the Review Years will also display 
 
 
 Setting to hide the Manager Rating (#114329) 
 Add a new setting that will allow the Manager Rating column to be hidden  
 
 On the agreement, the Manager Rating column is not available 
 
 
 Section weighting is not clear when in rating phase (#115581) 
 Problem 
 
 It is not clear what the section weights are in the ratings phase 
 
 
 Solution 
 
 Make the Section Weights colour the same as the Perspective and KPA colours 
 
 
 
 Objective Setting Comments to be available on the Check-Ins (#115724) 
 Problem 
 
 The Objective Setting Comments are not available when doing the Check-ins 
 
 
 Solution 
 
 Make the modal bigger 
 Add the Objective Setting Comments to the Check-Ins  
 
 
 
 Employees cannot submit Objectives (#116010) 
 Problem 
 
 Error when an employee wants to submit the Objective Setting 
 
 
 Solution 
 
 Use reporting line service when checking if a user has a PM manager, instead of fields in the materialized table 
 
 
 
 People Management 
 Send Welcome Notifications in bulk (#115649) 
 Problem 
 
 As a people administrator, a feature is required to send welcome emails to multiple users 
 
 
 Solution 
 
 Add an action to the quick actions of the people management dashboard 
 
 
 
 The option opens a modal
 
 Send bulk welcome emails 
 Add an input to send to everyone who started after a specific date 
 Add a switch that is active by default, only people who have not received a notification yet 
 Button Send
 
 When clicked the account service will retrieve a list of users with appointment start dates after the selected date and if they have received a notification 
 A notification is generated for each of the users that meets the requirement 
 When the notification is generated update the WelcomeNotificationSentDate for the user 
 
 
 The option is only visible to the people management administrator 
 
 
 
 
 
 
 Main Dashboard 
 Line Manager not showing on the My Colleagues widget (#115885) 
 Problem 
 
 The widget displays that the user does not have a manager 
 
 
 Solution 
 
 When it retrieves the information for the MyColleagues widget it returns:
 
 User's Line Manager 
 User's subordinates where the user is Line Manager 
 User's details where user has any manager 
 
 
 The problem comes in when the user's PM and LM differ and when selecting the user's details it returns both PM and LM but the PM is the first record 
 A fix in code review for this to filter the 3rd step to only return user details where the user has Line Manager which should resolve this. 
 
 
 
 System Access 
 Add functionality to focus on the Multi-factor Confirmation Modals (#115695) 
 Problem 
 
 The user should click in the field before typing 
 
 
 Solution 
 
 Focus is set in the field and the user can start typing immediately 
 
 
 
 New Functionality 
 Main Dashboard: Add a link to view OrgChart (#115103) 
 
 A new accordion under the Ruleset Setup | Integrations tab has been added to add the OrgChart URL 
 When the field is empty, the View As Chart button should not be available on the Span of Control / More Insights page 
 
 
 
 On the Main Dashboard, when you select More Insights, the View as Chart button will be enabled 
 Translations are added to rename or translate the button 
 
   
 
 HR Processes (with BOT) (#101129) 
 Functionality has been created to integrate with the SigniBot and enable adding a request on HR Processes. 
 Process Flows 
 Navigation: People Management | Product Setup | HR Processes 
 
 Process flows are added and used with the bot to identify which process to add. 
 Approval levels are added for the process flow - reporting line or position-type levels 
 
 
   
 SigniBot, Main Dashboard and Inbox 
 When adding the request using the bot, a request is created in the User's Inbox and accessed through the HR Processes Widget on the Main Dashboard. 
 SigniBot 
 
 
 Main Dashboard 
 
   
 Inbox 
 
   
 
 SigniChat (#74529) 
 Functionality has been added to send and receive messages via SigniChat.  
 
 You can send individual or group messages if you can access People Groups. 
 The chat can be enabled per product.  
 
 Navigation: Ruleset Setup | Product Setup 
 
 
 When SigniChat is enabled for a Product, it will be visible on the bottom-right of the screen: 
 
 
 When the New Chat option is selected, you select a person to chat with. 
 
 
 When you have People Group Access, you can create Group Chats 
 
 
 Any member can send a message 
 You can view the member 
 You can deactivate the chat 
 
   
 
 PaySpace API Integration (#104974) 
 Details coming soon

Version 9.1.91 (3 June 2024)
People Management 
 Use active appointments when showing My Department users (#103485) 
 Problem 
 
 The calls fail when retrieving department users and the logged-in user has multiple appointment records 
 
   
 Solution 
 
 Ensured that only the logged-in user's active appointment was retrieved when retrieving department users 
 
   
 Upload By should be Name and Surname, not Username (#115668) 
 Problem 
 
 When uploading documents, the Uploaded By shows the person's Username 
 
   
 Solution 
 
 Added the person's Name & Surname instead of the Username in the Upload By column 
 
   
 
 Job Profiler 
 Changes to export of job profiles via the API with master data names (#115825) 
 Problem 
 
 The Job Profiles Export via the API did not include Occupational Level 
 
   
 Solution 
 
 Include the Occupational Level Master Data name in the API 

Version 9.1.90 (3 June 2024)
Job Profiler 
 Publish Job Profiles after employee data import (#115740) 
 Problem 
 
 In some instances when importing users, the new job profiles were not published. 
 
   
 Solution 
 
 Ensure that when importing, new job profiles are automatically published. 
 
   
 
 Help Files 
 Implement pages that have not yet been added (#115698) 
 Problem 
 
 Some pages did not have the Help Files yet 
 
   
 Solution 
 
 Implement Help Files on all pages 
 
   
 
 Performance Management 
 Copy Manager Ratings to the Final Ratings column (#111929) 
 New functionality was added to copy the Manager Rating to the Final Ratings column. 
 Select the Copy my ratings to the Final Rating button 
 
 When confirming the message, the Final Rating column will be populated with the same score as the Manager Rating column. The ratings can be changed if required. 
 
   
 Bulk Actions delete search not working (#100782) 
 Problem 
 
 The Search button on Bulk Delete Agreements stops working if you go to Create and then back to the delete page. 
 
   
 Solution 
 
 Search control was getting recreated and the click event was lost. 
 Changed slightly to apply different classes to the button depending on the Delete / Create page and then bind the search event to both relevant classes. 
 
   
 Show more characters on the comments pop-up (#115651) 
 Problem 
 
 Sometimes popovers did not display for comments (manager and user, but specifically manager in this case.). 
 This happened because the text shown in the table with ellipses used the textBoxMaxDisplay, which is 80 characters. 
 But the popover which was then used, used the textAreaMaxDisplay, which is 200 characters. 
 This meant that for any comment between 80 and 200 characters, the popover will not display and the text in the table is capped at 80 characters, so the user cannot see what the full comment is - if between that character range. 
 
   
 Solution 
 
 Make sure that the popover also uses the textBoxMaxDisplay, when deciding whether to display. 
 
   
 
  

Version 9.1.89 (3 June 2024)
Help Files 
 Oversized images overlap outside the Help File Pop-up modal (#115092) 
 Problem 
 
 The system displays the Help file model with the Oversized Image overlapping on the outside 
 
   
 Solution 
 
   Auto Fit to size the image inside the HTML Editor based on the Limited size of the Pop-up modal  
 
   
 
 Performance Management 
 Make the rating button more intuitive (#111934) 
 Problem 
 
 It is not obvious when looking at the contract in the rating phase how to start the rating 
 
   
 Solution 
 
 Instead of the Rating Icon, a button has been added in the rating column 
 
 
 
 After the KPI has been rated, the score is displayed and a change button is added underneath the score 
 
 
 
 The change button is hidden when the ratings have been submitted 
 
   
 Add the invalid weights to the left menu item as well (#112426) 
 Problem 
 
 It isn't easy to see where items do not add to 100% 
 
   
 Solution 
 
 When a section weight does not have KPA's or KPI's or when the Perspective and/or KPA and/or KPI does not sum to 100
 
 Keep the flashing % on the right, but also indicate this on the left in the scroll spy menu 
 
 
 
 Extend the message: 
 
   
 Item weights must sum to 100. All item weights that do not sum to 100 will be indicated on the left menu. 
 
 
   
 Continue to rate without submitting when the other party has not submitted the objectives (#111933) 
 Problem 
 
 When a manager or person has completed the Objective Setting, the ratings cannot be completed without the other party submitting the objectives first 
 
   
 Solution 
 
 Enable the person who has submitted the objectives, to continue with the ratings 
 The ratings cannot be submitted before the other party has submitted the objectives first 
 
 
 Report Builder 
 Unable to add value in a sub report (#115591) 
 Problem 
 
 The problem was a change made on the nav links that stopped this pivot value dropdown from working. 
 
   
 Solution 
 
 Resolved the issue by making the classes it uses unique so it does not clash with the nav-links. 
 
   
 
 People Management 
 Labour Relations: Disciplinary Actions(#105100) 
 New functionality is available to add a transgression on Labour Relations.  
   
 People Management | Product Setup 
 
 To enable the Disciplinary Actions menu, this needs to be activated under the People Management settings 
 
 
   
 Master Data 
 
 Master Data needs to be added for
 
 Disciplinary Action Outcomes 
 
 
 
 
 
 
 
 Disciplinary Transgressions 
 
 
 
 
 
 Default Master Data is available for both 
 
   
 People Management | Edit Profile 
 
 Under Labour Relations | Disciplinary Actions 
 
 
 
 A new Transgression can be added. 
 
 
 
 Documents can be viewed and uploaded 
 
 
   
   
   
  

Version 9.1.88 (20 May 2024)
Notifications 
 Prevent overriding notifications data that has changed on other rulesets (#115416) 
 Problem 
 
 The notifications have been restored to default and not showing the custom information 
 
   
 Solution 
 
 The ruleset propagation of template content from R1 has been disabled 
 Script correction for the syncing of content when it has not changed 
 
   
 
 Imports 
 Cannot import PM Template (#115150) 
 Problem 
 
 The current problem is that this causes the message to only show the part after the : and not the whole message. 
 
   
 Solution 
 
 The change should allow the error messages for the template import to show in full when the template name has a : in it.  
 
   
 
 Performance Management 
 No KPIs are shown in the list when Select from library (#115120) 
 Problem 
 
 No KPIs are shown in the list when Select from library 
 
   
 Solution 
 
 Changed the ordering of master data items when using cursor-based paging to use the display order when ordering items rather than the primary key  
 
   
 
  

Version 9.1.87 (20 May 2024)
PaySpace Integration 
 View people linked to a Payroll connector (#112547) 
 
 When people have been linked to a Payroll Connector, a menu is available to see the linked people 
 
   
 System to push the data to PaySpace (#113468) 
 
 Added the functionality to push all data for users to PaySpace 
 
 
 
 Competency Analysis 
 Incorrect tooltip when rating as Manager (#112812) 
 Problem 
 
 Incorrect message displayed for Manager when rating 
 
 
 Solution 
 
 Corrected the message to display as Assess Person 
 
 
 An inactive proficiency level is displayed and can be selected when Rating (#112808) 
 Problem 
 
 An inactive proficiency level is displayed on the ratings 
 
 
 Solution 
 
 When the proficiency level is inactive, it does not display anymore 
 
 
 Able to rate on levels that have not been mapped to proficiency (#112809) 
 Problem 
 
 Managers / Employees can rate competency on all proficiency levels even if the level has not been mapped. 
 
 
 Solution 
 
 Changed so that one can rate only on proficiency levels that have been mapped to the competency 
 
 Able to select Inactive competency as Job Profile Requirement (#112803) 
 Problem 
 
 Able to link inactive competency as a Job Profile requirement 
 
 
 Solution 
 
 Exclude the ability to link inactive competency to Job Profile as a requirement 
 
 
 Add detail to Category when collapsed after rating (#112814) 
 Problem 
 
 After completing all the ratings for the competencies (with some not meeting required) the exclamation mark icon still shows but there is no face value indication of what the issue is 
 Only on hovering over the icon is additional information displayed 
 
 
 Solution 
 
 Add subtext to indicate that some requirements are not met similar to the tooltip 
 
 
 Make the Graph fit on the pop-up window without the scroll functionality (#108652) 
 Problem 
 
 The graph opens with the scrollbar 
 
 
 Solution 
 
 Open the graph when clicking on it 
 
 
 Add a text to show "Additional Competency" (#108654) 
 Problem 
 
 When a user Adds a Competency front-end, the system does not indicate that it is an Additional Competency from the Category list of Competencies 
 
 
 Solution 
 
 Added text in bracket next to the Competency Title (Additional) 
 
 
 Able to set Job Profiler competency required level to unmapped proficiency level (#112811) 
 Problem 
 
 Able to set a Required Proficiency Level for Job Competency Requirement that is not mapped. 
 
 
 Solution 
 
 Disable the ability to select Proficiency Levels that have been mapped to Competency 
 
 
 
 Organisational Structure 
 Add the treeview to a white section (#113555) 
 Problem 
 
 The treeview is not on a white background 
 
 
 Solution 
 
 Changed the background for the treeview 
 
 
 Incorrect Line Manager details are displayed when moving Positions (#113982) 
 Problem 
 
 The system displays the incorrect Line Manager Detail. The Manager's details are a duplicate of the user's information. 
 
 
 Solution 
 
 Display the Correct details of the Line Manager as per the Reporting Lines 
 
 
 The system displays an Incorrect Vacancy count on the Org Node (#113988) 
 Problem 
 
 On the move positions screen within the org structure, when "show vacant" is enabled job profiles that are unpublished are included. 
 
 
 Solution 
 
 Only include where job profiles are published 
 
 
 
 People Management 
 The 'Edit’ tooltip is not displayed when hovering over Custom people groups (#112966) 
 Problem 
 
 No tooltip is displayed when hovering over a custom people group. 
 
 
 Solution 
 
 Display a tooltip when hovering over a custom people group, which says "Edit". 
 
 
 Remove Time Component from search (#110516) 
 Problem 
 
 Date pickers on PM search had time as well. 
 
 
 Solution 
 
 Removed the time section in the pickers 
 
 
 Filter not working correctly on the Dashboard (#113483) 
 
 The search term is saved in local storage for people management. 
 This means that if you navigate away from this page and return later it will reapply the search term from local storage of the browser.   
 When clearing the filter, the search is cleared when navigating away from the dashboard and coming back. 
 
 
 Show hand cursor when hovering over the delete icon (#112964) 
 Problem 
 
 Normal mouse is shown when hovering over the delete icon. 
 
 
 Solution 
 
 Show the hand cursor when hovering over the delete icon. 
 
 
 Profile Banner not displaying correctly with a long username (#113491) 
 Problem 
 
 Profile Banner not displaying correctly with a long username 
 
 
 Solution 
 
 Changed margins and text size on the profile banner 
 
 
 The administrator can see "Additional Self-Service Items" for other employees (#111698) 
 Problem 
 
 When a people administrator views a subordinate's people profile, the "Additional Self Service" link is displayed. 
 
 
 Solution 
 
 Display option only for the logged-in user 
 
 
 Correct the tooltips on the pills of the Dashboard (#114636) 
 Problem 
 
 When hovering over the button group, the tooltips are incorrect. 
 
 
 Solution 
 
 Update the tooltips to display the correct text. 
 
 Load More option should be centered on the page instead of on the right (#113515) 
 Problem 
 
 The Load More option should be centered on the page instead of on the right. 
 The button should have an icon and a tooltip 
 
 
 Solution 
 
 Added the button in the center and changed to a floating button with a chevron-down icon and a "Load more" tooltip 
 
 
 Error when terminating a person from the dashboard without filling in the fields (#113006) 
 Problem 
 
 On the termination modal the user was not notified when the form is not completed 
 
 
 Solution 
 
 Added snack messages to indicate which controls are empty 
 Validation messages are now being displayed when you do not select a last day or a reason 
 
 
 Search own user (#114232) 
 Problem 
 
 Logged-in users with the Manage own user access role must be able to view their profile on the people management dashboard. 
 
 
 Solution 
 
 Added functionality to show the user's profile if the user can manage their user access 
 
 
 
 
 Job Profiler 
 Duplicated Org Node appears when linking a Job Position to an Org (#112171) 
 Problem 
 
 Duplicate org nodes displayed on the org treeview on models 
 
 
 Solution 
 
 Remove duplicates from the org tree view on modals. 
 
 
 Not clear on which Position Competency Requirement is being added (#112806) 
 Problem 
 
 On the Position Requirements screen it is not visible on which Position a requirement is added, unless navigating back to the General tab 
 
 
 Solution 
 
 Add the Job Title and the Position Title to the breadcrumbs in the header 
 
 
 Show the Job Title on hover when it differs from the Position Title (#114207) 
 Problem 
 
 When a position differs from the job, then this is not shown 
 
 
 Solution 
 
 Show the job title on hover on the My Competencies and My Team tabs 
 
 Able to add already added competency to user profile (#112816) 
 Problem 
 
 Able to add competency to the user’s profile that has already been added 
 
 
 Solution 
 
 Should only be able to add competencies that are not yet being measured/assessed 
 
 
 
 Ruleset Setup 
 System Access: Spelling error on tooltip (#110704) 
 Problem 
 
 When hovering over the 'Reset Access Secret used by Additional Services' button, the text tooltip displayed contains a spelling error. 
 
 
 Solution 
 
 Correction of error 
 
 
 Validation messages on required fields to be tweaked (#102780) 
 Problem 
 
 Please separate the words on the field's name on the validation messages underneath the boxes, i.e. 'ContentServerName' should be 'Content Server Name' 
 
 
 Solution 
 
 Amend the spacing between the words 
 
 
 Themes: Change helper text when uploading images (#114440) 
 Problem 
 
 Change helper text on the theme create/edit page for the images. 
 
 
 Solution 
 
 Changed the image size of each helper text underneath the inputs. 
 Changed the size of the login page logo to 130px and removed the bottom margin  
 
 
 The "I acknowledge" switch does not activate when you click the label (#104540) 
 Problem 
 
 The toggle button on the confirmation modal cannot be switched when you click on the label 
 
 
 Solution 
 
 Make the label clickable 
 
 
 Remove the tooltip when hovering over a ruleset record (#114442) 
 Problem 
 
 We do not have the "Manage" tooltip anywhere else in the system.  
 Please remove the tooltip. 
 
 
 Solution 
 
 Removed the "Manage" tooltip from the ruleset setup page. 
 
 
 Dashboard Widgets: When changing the layout of the dashboard, and I click preview, the layout is saved (#112819) 
 Problem 
 
 When only previewing the new layout, the layout is saved 
 
 
 Solution 
 
 Remove the preview button  
 
 
 Add default culture en-UK (#114371) 
 Problem 
 
 Currently, the date displayed in the V8 system is American and this causes the date picker not to work 
 
 
 Solution 
 
 Add culture en-UK as default to the system for dates to show 'correctly'. 
 
 
 Pinned System Menu collapses when clicking on the People Management item on the menu (#100810) 
 Problem 
 
 When the system menu is pinned and clicking on the People Management menu, the main menu is collapsed 
 
 
 Solution 
 
 Keep the menu pinned 
 
 
 Remove the 'back' button on the first page (#110572) 
 Problem 
 
 The Back button on the first page is not required 
 
 
 Solution 
 
 Remove the button on the Ruleset Setup list page 
 
 
 The system displays a blank Disclaimer screen (#111274) 
 Problem 
 
 Text not showing 
 
 
 Solution  
 
 Added an option for the textbox and the text to change color based on the "dark" option for the theme. 
 
 This ensures the text will always be visible. 
 
 Default Badges did not copy when the new Tenant and Ruleset was created (#114454) 
 Problem 
 
 When creating a new tenant, the default badges are not created. 
 Also found an issue when creating only a new ruleset. 
 
 
 Solution 
 
 Implemented changes to create default badges when a new tenant is created and a new ruleset is created. 
 
 
 
 Performance Management 
 Button Styling (#114654) 
 Problem 
 
 The standard for all buttons is that the text should be in uppercase. 
 This was not the case. 
 
 
 Solution 
 
 Changed all button text to uppercase 
 
 
 No plural for "Objective Setting" in Translations (#107577) 
 Problem 
 
 There was no plural translation for the Objective Setting. 
 
 
 Solution 
 
 Added the plural migration. 
 
 
 Change the Target Audience button to a secondary button (#114671) 
 Problem 
 
 The View Target Audience button should be a secondary button 
 
 
 Solution 
 
 Changed the styling of the button 
 
 
 Display the Review Setup description when you hover over the Setup Name (#113686) 
 Problem 
 
 The description fields of Review Setups can currently only be seen by administrators who have access to the Review Setups admin pages. 
 
 The description field can be used to provide valuable information about the setup, which can help managers as well. 
 
 Solution 
 
 Added the Review Setup description on a tooltip when hovering over the name 
 
 
 There is no Cancel or Back button when adding a new Review Setup (#114659) 
 Problem 
 
 On performance management new review setup there is no cancel or back button 
 
 
 Solution 
 
 Added the back button in the header and cancel in the footer 
 
 
 Modal headings should all be in caps (#114655) 
 Problem 
 
 All Performance modal headings should be in uppercase. 
 
 
 Solution 
 
 Added class to all modals to change to uppercase 
 
 
 Able to add an empty Perspective (#113017) 
 Problem 
 
 An empty perspective could be added. 
 
 
 Solution 
 
 Added validation to prevent this. 
 
 
 Admin – Review Setups & Review Years: Add the table in a white card (#114660) 
 Problem 
 
 Product setup for performance management tables was not in the cards. 
 
 
 Solution 
 
 Added the tables to cards 
 
 
 Add a tooltip on the KPA Document icon (#108209) 
 Problem 
 
 There is no tooltip shown when you hover over the documents icon next to KPA 
 
 
 Solution 
 
 Added tooltips for viewing document icons 
 
 
 
 Master Data 
 Move buttons to the footer (#114564) 
 Problem 
 
 Move the Primary and Secondary buttons to the footer 
 
 
 Solution 
 
 Moved the add and setup buttons to the footer when editing the master data 
 
 
 Cannot edit the item after reordering (#113818) 
 Problem 
 
 When you are in any Master Data category, if you sort the items in the list, you will not be able to edit any item in the list, it will always display the "Add New Item" modal until you reload the page. 
 
 
 Solution 
 
 Fixed the URL after sorting items 
 
 
 Performance Section Items: Remove the last occurrence of "Item" from the title (#109286) 
 Problem 
 
 When adding a new PM Section Item, the heading on the modal shows: "Add new Performance Management Section Item Item". 
 
 
 Solution 
 
 If a PM Section Item is added, remove the last occurrence of "Item" from the modal heading 
 
 
 Performance Management Section Items: Add the ability to filter on "Type" (#87260) 
 Problem 
 
 The Section Items Master Data now contains all master data for all the PM sections making it very difficult to work with. 
 Add a filter to the search bar where you can filter on the Section Type. 
 
 
 Solution 
 
 Added section type global filter for the Performance Management Section Items on Master Data 
 
 
 Make the heading all CAPS and remove the icon on the Save button (#114560) 
 Problem 
 
 Make the Heading all CAPS 
 Remove the icon on the save button 
 
 
 Solution 
 
 Made the headings all caps and removed the icon on the save button, on both the edit and delete modal, of the master data page 
 
 
 Performance Management Section Items: Add the "Save add new" option to Section Items Master Data (#87266) 
 Problem 
 No "Save add new" option is available for the Section Items Master Data. 
 
 Solution 
 
 Implemented a "Save add new" button to the add modal of all master data items. 
 
 
 
 Notifications 
 Test Email: People List has no sample data (#110569) 
 Problem 
 
 The PeoplesList field placeholder has no sample data. 
 
 
 Solution 
 
 Corrected the code to show the sample data on the email 
 
 
 Multiple emails were sent out when Cancel was clicked before going ahead and resetting the password (#111460) 
 Problem 
 
 Multiple click handlers are attached to the send email button each time modal is open. 
 
 
 Solution 
 
 Cleared handlers before attaching a new one. 
 
 
 
 Imports 
 People Management Import: Error when importing a string resembling an invalid email address (#113367) 
 Problem 
 
 Data in the import file is not properly trimmed before being imported. 
 
 
 Solution 
 
 Trim data before import. 
 
 
 
 Main Dashboard 
 Keep uploaded images (#113512) 
 Problem 
 
 When uploading your own images and unselecting them, then they cannot be selected the next time you want to change banners. 
 
 
 Solution 
 
 Keep all images that have been uploaded. 
 
 My Colleagues: When clicking on a person to view the summary, the surname is not displayed (#113547) 
 Problem 
 
 When viewing the same summary on the Main Dashboard, the Surname is excluded. 
 
 
 Solution 
 
 Add the Surname on the Dashboard view 
 
 
 
 Auto-Doc 
 Button styling on the Document Creation page (#114688) 
 Problem 
 
 Please standardise the button styling - there should be a space between the '+' and the 'Template' on the button. 
 
 
 Solution 
 
 Added spacing between the icon and the text 
 
 
 
 Inbox 
 Add 2 additional tabs for Training & Leave Requests (#110847) 
 Problem 
 
 2 additional tabs are required for Leave and Training requests for Managers to access and approve the requests. 
 
 
 Solution 
 
 Tab 1: Training Requests
 
 When selected, open the V8 page in the frame 
 
 
 Tab 2: Leave Requests
 
 When selected, open the V8 page in the frame 
 
 
 
 
 
 People Groups 
 Improve wording of info text on Grouped Conditions (#113013) 
 Problem 
 
 The Grouped Conditions information message is outdated 
 
 
 Solution 
 
 All of the following conditions must be met before a person will be included in the People Group, for example:
 
 If only a Job Title has been added, then all the people appointed in that Job Title will form part of the People Group. 
 If only an Organisational Unit has been selected, only people appointed in that Organisational Unit will form part of the People Group. 
 If only a Reporting Line Type has been selected, only subordinates reporting to a specified manager for the Reporting Line Type will form part of the People Group. 
 If a combination of the above has been selected, people will be included when they are:
 
 Appointed in the Job Title, AND who are also 
 Appointed in the Organisational Unit, AND who are also 
 Reporting to the specified manager for the Reporting Line Type

Version 9.1.86 (6 May 2024)
Performance Management 
 Employees duplicating on the list when creating agreements in bulk (#114715) 
 Problem 
 
 When using the Bulk Action on Performance Management, a record is created per appointment 
 
 Solution 
 
 Add a check to ensure that only the latest appointment's record is shown in the list 
 
   
 Rework calculations to allow periods to be skipped (#106483) 
 
 Add a Setting to enable/disable excluding review periods 
 
 
 
 Remove the eye icon on the gauge and add an on-click to the gauge
 
 When hovering over the gauge, a Review Period can be excluded/included 
 When clicking on the gauge itself, the agreement is opened 
 
 
 
 
 
 
 Add a click in the gauge only when an agreement exists
 
 An agreement can only be accessed in the Overall Summary if the person already has an agreement 
 
 
 
 
 
   
 
 Ruleset Setup | System Menu 
 Add My Worklist to the System Menu to access the V8 page (#112943) 
 
 The My Worklist menu item is now available 
 
 
   
 
   
   
  

Version 9.1.85 (6 May 2024)
Performance Management 
 Dashboard heading display incorrect (#114618) 
 
 Corrected product translation when using V8 to V9 PM integration 
 
   
 Goals import fails due to case-sensitive matches (#114714) 
 Problem 
 
 A case-sensitive check is done on the username 
 
 Solution 
 
 Change the import to make a case-insensitive check instead 
 
   
 Unable to submit the Performance Agreement (#114662) 
 Problem 
 
 The submit button is locked without a reason. 
 
 Solution 
 
 Add the reason to the message when the Ratings have already been approved and the user may no longer submit to clarify 

Version 9.1.84 (6 May 2024)
Performance Management 
 Items not copied during ruleset creation (#114306) 
 Problem 
 
 The issue was caused by section items linked to a template being deleted and trying to create a new ruleset from the ruleset with the deleted but linked section items. 
 
 Solution 
 
 A change has been made to the PM copy process during ruleset creation. 
 It will now try to copy the values that do exist and if it no longer exists as a section item it will be skipped. 
 
 
 Impersonation did not allow to copy from another person's agreement (#114460) 
 Problem 
 
 When using the impersonation feature on Performance Management, the functionality to copy an agreement from one person to another was not available 
 
 Solution 
 
 Ensure that when impersonating, you are viewing the contracts from the team members of the person you are impersonating and NOT the team members of the logged-in user (the user currently impersonating). 
 
   
 Add an Activities field on KPIs (#111352) 
 A new field has been added when adding a KPI named Activities. 
 This field is available: 
 
 When adding a KPI 
 On the Agreement when hovering over the label 
 When adding a KPI as Master Data 
 When creating a template 
 When creating a report 
 
 
   
 
 Help Files 
 Implementing Help File pages per product (#77211) 
 Help Files are available per product. 
 Each Administrator for a product can add pages to the ruleset.

Version 9.1.83 (22 April 2024)
Performance Management 
 Inactive library items shows on lists when adding (#114018) 
 Problem 
 When the library items are inactive in Master Data, they are shown in the lists when adding a Perspective, KPA or KPI 
 Solution 
 Do not show the inactive library items - exclude them from the lists 
   
 Report Builder 
 Informational message not translated when landing on the Data Dictionary tab (#111689) 
 Problem 
 When accessing the Data Dictionary tab, the information message is not translated 
 
 Solution 
 Add translation for the information message to display  
 
   
 Error when re-importing previously deleted Action Plan Report (#111717) 
 Problem 
 If you delete a report and try to import that same report, an error will be thrown, because when it searched for the existing report it did not consider the Deleted flag. 
 Solution 
 When retrieving the existing report, check for Deleted and not Deleted. 
 This allows the user to import a report when it was previously deleted. If it was deleted, it makes the report active again after the import. 
   
 Ruleset Setup | System Menu 
 Add the Moderation menu item (#112916) 
 Problem 
 The Moderation menu item is not available in V9 
 Solution 
 Add the menu item to be selected from the System Menu tab 
 Access the menu and content from the Main Menu 
   
  

Version 9.1.82 (12 April 2024)
People Management 
 Enable viewing of terminated people (#114144) 
 Problem 
 Unable to access a terminated person's profile 
 Solution 
 When accessing terminated users, it will now first use the people linked in the cached people group and if the user is not found, generate the people group as uncached for all people. 
 This should then find all the people you will currently see when applying the all filter on the grid view of the people management dashboard. 
   
 Performance Management: Import 
 Correct the mapping of weights (#113327) 
 Problem 
 All section items are imported with the section weight and not the item weight. 
 Solution 
 Update the mapping in the value and behaviour and competencies imports to use the section item weight as supplied by the import sheet.

Version 9.1.81 (12 April 2024)
Performance Management: Import 
 Add employee filter on section items (#106742) 
 Add filter on items to ensure items are populated for the people it is linked to. 
   
 LMS Portal: Discussion Forum 
 Expert assignment cannot be deleted (#114005) 
 Problem 
 The system does not allow an Admin to Delete Expert's Assignments. 
 Solution 
 Resolved issue to allow the admin to delete an entry 
 Introduced COLLATE DATABASE_DEFAULT statement on temp table's column to fix SQL exception caused by Collation differences from Server and Database.

Version 9.1.80 (12 April 2024)
Performance Management Imports 
 Add a check for Perspectives when importing Goals (#113327) 
 A check has been added that will validate if perspectives are enabled. If perspectives are set inactive and the import includes perspective data then the record will be invalid. 
 Change authorisation to allow anonymous for adhoc completion of imports. 
 Correct description filter in values and behaviours. 
 Refactor goals import and simplify validation. 
   
 Corrected the comment issue when importing the Key Competencies (#114085) 
 Correct import of comments when creating a new section item. Update display order of section items based on current max order. 
 Corrected creation of section items with the same name but different descriptions and updated comments. 
   
 All KC library items are imported when the agreement has not been created yet (#114088) 
 Problem 
 When you import Key competencies for an employee on a year/setup where their agreement has not been started yet, then all the KC library items will be added to the agreement , including the once that you are importing , to the new agreement. 
 Solution 
 The default Key Competency items have been removed when creating a blank contract. 
   
 Implement Competency Import (#111857) 
 Create and implement the Competency Import. 
 Correct sample file name and import folder, update translation used in behaviours and competency imports. 
   
 Terminated Managers should prevent a user to submit objectives or ratings (#113183) 
 Problem 
 Employees of a manager can still submit objectives and ratings after he is terminated. 
 Also, If that manager was logged in at the time of his termination, he will still be able to work on the system normally untill he logs out. 
   
 Solution 
 Bust reporting line cache when updating appointment, adding appointment and when terminating. 
   
 Ruleset Management 
 Add system menu for Recruitment (#113493) 
 Menu item for Advertised Positions are added 
 Administration menu made available as well 
   
 Make People Group modal larger (#113850) 
 Modal is made larger so that the text that does not flow over 
   
 People Management 
 When editing appointment org unit, do not pre-load the previous org unit on the org treeview (#114014) 
 Problem 
 Cannot select another organisational unit other than the current node the employee is on. 
 This view should display all org units in the system to allow me to transfer the employee. 
 Solution 
 Show all organisational units when updating the organisational unit for a person. 
   
 Job Profiler Import (#114041) 
 Trim org names and codes when importing org units and modify fncCalculateOrgPath so that it displays '&' characters correctly 
   
 Report Builder 
 Report only showing certain employees (#113424) 
 Exclude archived data source setups from queries. 
 On Create Statement do not include joins that have not been selected on Report. 
   
 Action Plan Report (#113340) 
 Problem 
 Priority field is missing from the report 
   
 Solution 
 Included the Priority field in the data fields 
   
 Data Warehouse 
 PM Data Warehouse package (#112042) 
 Optimise PM DataWarehouse package 
   
 Improve V8 packages (#113541) 
 The latest V8 and V8 DWH SSIS packages have been deployed on Master where the running issues have been resolved. 
   
 Performance Management Data Fields (#113340) 
 Add the Priority field to Performance Management Action Plan Data Source 
   
   
   
   
   
   
  

Version 9.1.79 (8 April 2024)
Report Builder 
 Report Imports (#85116) 
 Fix report import which failed due to an error in the query which retrieved the data source setup. 
   
 System Access 
 Implementation of login redirects using a generic short URL for both V9 and V8 redirects (#112314) 
 A new API/ gRPC endpoint has been added to generate LoginRedirect links that can be shared with users to securely log in to a deep link in either V9 or V8. 
   
 Performance Management 
 Allow user without a PM admin role, to preview a template (#113910) 
 Problem 
 When starting the Objective Setting, a person with no Adminstration Roles could not view a template before selecting it to create the Agreement. 
   
 Solution 
 The role check has been removed and is no longer dependant on the Admin Role. 
   
 People Management 
 Implement a selector of a default active people group (#112784) 
 This issue has been corrected by setting the first people group linked to a user as the active people group of the user if no preferred people group has been setup yet. 
   
 Display manager with all information (#113942) 
 Problem 
 The Manager's Location in Organisation was not displaying and the it also showed that the manager cannot log in and the position is not active. 
   
 Solution 
 Include the Manager details in the same query as the rest of the people's details. 
   
   
   
  

Version 9.1.78 (8 April 2024)
Report Builder 
 Data Source Setups to not be archived (#85116) 
 When retrieving data source setups, make sure the setup is not archived. 
   
 Ruleset Setup 
 Copy Countries and Locations (#89623) 
 Resolve the issue of copying countries and locations when creating a new Ruleset. 
   
 Performance Management 
 Terminated Managers should prevent a user to submit objectives or ratings (#113183) 
 People Management 
 When a person is terminated, the manager should still be linked but have a label with [Termination] at the end. 
 The input fields should be made wider to accommodate this: 
 Currently 
 
 New Suggestion 
 
 Performance Management 
 Show the  Terminated  label as well 
 Disable the Submit button
 Tooltip
 You cannot submit because your Performance Manager has been terminated. 
 
 
 
   
 People Management 
 Delete modal not correctly enabling the Delete button (#113743) 
 Problem 
 A recent change had caused that the delete modals on Next of Kin, Assets and Permits not work because of how it handled the deletion reason. 
 For the above there is no reason displayed and to bypass the validation that happens for the delete button to enable " " was added to the input. 
 Recent changes on the global delete.ts functionality however had a check introduced that no empty reasons are provided, and in doing so it trimms the input removing the " " added and failing the validation. 
 Solution 
 Removed the " " from being inserted on the delete modals here, and instead made use of the newly added ShowDeletionReason propery which better handles not showing the input and then does not check for it having a value. 
   
 New functionality - Address Development (#112076) 
 Master Data 
 3 new Master Data lists have been added for: 
 Countries 
 Provinces 
 Work Locations 
 
 Organisational Structure 
 When adding / editing a organisational unit, a new section has been added: 
 Heading  
 Business Address 
   
 Field 
 Location
 The data is derived from the Work Locations master data items 
 
 
   
 People Management - Product Setup 
 Add a new section 
 Additional Sections
 Add the Address as a section that can be activated 
 
 
 People Management - Profile 
 On the Address menu, the following sections are available 
 Physical Work Location
 Data derived from the Master Data items for Work Locations 
 
 
 Business Address
 Data derived from the organisational unit's Location 
 
 
 Residential Address
 The residential address of the person 
 
 
 Home Postal Address
 The postal address of the person 
 A check has been added for when the home and postal addresses are the same 
 
 
   
   
   
   
   
  

Version 9.1.77 (26 March 2024)
System Access 
 Changed handling of unauthenticated when the refresh token for the session is no longer valid (#112810) 
 Added the removal of cookies on themes and ruleset during authorisation (See Version 9.1.76 for the initial change) 
   
  

Version 9.1.76 (25 March 2024)
Performance Management 
 Unable to save the review survey weights (#110981) 
 Problem 
 
 Cannot add a Review Survey, stating that the maximum score cannot be zero. Problem was that the score input was incorrectly hidden if you first open and close an existing review item. 
 
 Solution 
 
 Ensured that the score input is displayed correctly when adding a new Review Survey. Also added validation to the score input to not allow anything less than 1 to be entered. 
 
 Value Survey modal open inside overall Summary (#113440) 
 Problem 
 
 With the recent slider control introduced on the PM dashboard the Value Survey score modal was getting cropped into the slider parent container and no longer showing centered and on top of the overlay. 
 
 Solution 
 
 Moved the Modal out of the Slider (similar to where the delete modals are located). 
 It then generates a Review survey modal for each of the review survey items. 
 Moved all the relevant state and actions out of the ReviewSurveyScoreModal component to the ManagerAccordion component where appropriate. 
 Also fixed an issue where after the update the order of users changed on the Overall Summary, by first sorting the userContract array before mapping to the components. 
 
 
 System Access 
 Changed handling of unauthenticated when the refresh token for the session is no longer valid (#112810) 
 Problem 
 
 When the refresh token period has expired for a user access token the user receives an unauthenticated error throughout the system that is not handled. 
 
 Solution 
 
 Changed hardcoding in identity to enable the expiry period to change in the app settings 
 Add redirect in the error controller to the error controller to the login page 
 Add redirect in the SPA controller when the session does not exist or the user is not authenticated 
 When possible the user will be redirected back to the page where they left off. 
 Add login/logout to WebMVC config to go to the logout method to redirect the application to the correct login screen. 
 The defaults for the tokens now are:
 
 Access Token 1 hour, the access token ends and must be renewed 
 Refresh Token 5 hours, meaning the access token can be renewed up to 5 times if the user still has a valid login and is allowed to log in 
 
 
 Once the refresh token period has passed the user will be redirected to the login page to log in again.

Version 9.1.75 (25 March 2024)
System Access 
 Tenant Expired message has been improved (#113535) 
 When a Tenant has reached the expiry date, the below message is now displayed: 
 
 
 People Management 
   
 Added correction to the People Management items when a user has no roles but all the needed people group permissions for the sections (#113486) 
 Problem: 
 
 A user with no roles but all the people group permissions to edit the sections was not able to do the following without the people administrator role:
 
 Terminate User 
 Transfer User 
 Reappoint User 
 Change the reporting lines 
 
 
 A user without the job profiler administrator role is not able to add an appointment for a terminated user. 
 A user without the job profiler administrator role can try and create a position on the appointment screen. 
 An unauthorised is received after terminating a user today and trying to edit the user 
 A user with only a People administrator role was able to manage role assignments under User Access 
 
 Solution: 
 
 Remove the role check on the people administrator and replace it with a check on people group permissions 
 Remove the check on the appointment screen that requires a user to be a job profiler administrator to appoint users 
 Hide the button to create positions from the appointment screen when a user is not a job profiler administrator 
 Change the date filter to include the current date when retrieving the active appointment of a user 
 Change the People Administrator role to check the manage own access and logged-in user along with the role in the user access section. 
 
 
 Peformance Management 
 Fix not being able to submit final ratings when hide scores enable and perspectives are on (#113057) 
 Problem 
 
 Cannot submit Final Ratings when Hide Scores setting is enabled 
 
 Solution 
 
 Added logic on the final ratings submission to not calculate the perspective / KPA scores if hide scores is enabled, this was breaking because the weight is saved as 0% which caused divide by zero errors. 
 
   
 Added more detail to the import validation message (#112703) 
 Problem 
 
 The validations message is not descriptive enough to a user when a Template Import fails where the KPA and KPI weights don't equal 100 
 
 Solution 
 
 Improve the message

 
 Template section weights should sum to 100% 
 
 
 
  

Version 9.1.74 (25 March 2024)
Data Warehouse 
 Improve handling of DataWarehouse table creation / updates (#112041) 
 Created a new SSIS package called CreateTables  that will add all the required tables as this did not exists within the current repo. 
   
 Remove records marked as deleted from V9_Data Warehouse during daily sync (#108782) 
 Problem: 
 During the sync from V9 databases to V9_Datawarehouse, records marked as Deleted still remains in V9_Datawarehouse. 
 
 Solution: 
 Change dtsx packages to remove records marked as Deleted from V9_Datawarehouse. 
 Example: Performance Management Contracts/Periods 
 
 
 Performance Management 
 All agreement weights must be validated to be more than 0 (#113018) 
 Problem: Currently you can add perspectives and KPAs while leaving their weights 0. If you try to submit objectives, an error will be displayed. Only KPI weights are validated. 
 Solution: Added validation to Perspective and KPA weights to only allow you to add if the weight is more than 0 (if not itemsWeightedOverSection AND not hideScores). A snack message is displayed. 
   
 User can add duplicate review setups (#113022) 
 Problem: 
 User was able to add duplicate review setups. 
 Solution: 
 Disable Save button when creating and updating review setups. 
   
 Ruleset Management 
 Addition of Catalogue menu in V9 for the learning product (#112786) 
 Problem: 
 The Catalogue menu was not included as part of the Learning Product. 
 Solution: 
 Add the Catalogue menu to the Ruleset System Menu list. When the Learning Product has been activated, this menu can also now be activated. 
   
 When viewing the integrations tab on ruleset setup, make sure the General tab is selected by default and not payroll (#113171) 
 Problem: 
 Payroll tab displayed by default. 
 Solution: 
 Make it so that the General tab displays by default. 
 People Management 
 Styling of pages with large gaps (#112994) 
 Problem: 
 People Profile pages are not fitting correctly on the screen. There are large grey areas around it. 
 Solution: 
 Improve some styling on the person profile page, to fit external and normal pages better - filling the entire height of the screen. 
   
 Translation not applied for Username field (#113007) 
 Problem: 
 The Username label on the employee profile is now displayed as two words instead of one but the translation shows it as one word. 
 Solution: 
 Ensure correct translation is used for the Username field. 
   
 Unable to give data source access to active report categories on a new tenant’s ruleset (#112839) 
 Problem: 
 Because any new ruleset uses the the datasources/categories from Ruleset/Tenant 1 by default, nothing was returned, because the current Ruleset is not Ruleset 1 
 Solution: 
 When retrieving data categories, return the categories from Tenant 1 if the ruleset uses the Data Dictionary from Ruleset 1 
   
 Publish the Job Profile of the first user on a new Ruleset (#112780) 
 Problem: 
 Default ruleset job was not published. 
 Solution: 
 Changed it so that the default ruleset is published. 
   
 Vacant Positions of an Unpublished Job Profile displays the Vacancies Count for User Appointment (#112369) 
 Problem: 
 Jobs that were not published displayed in the list. 
 Solution: 
 Filter the jobs to those that are published. 
   
 New Functionality 
 Kudos Development (#107675) 
 A new button has been added to People Management on the card view: 
 
 When selected, you will be able to send Kudos to a person. The page that opens is where you select a badge and add a message. 
 
 After sending the Kudos, you can see all Kudos that you received and all Kudos that you sent to others on the Main Dashboard. 
 Received 
 Top 3 entries are shown 
 
 Given 
 Top 3 entries are shown 
 
 When clicking on the View More option, the full details are shown. 
 Only Kudos given can be deleted or edited withing 7 days of sending it. 
 
 When clicking on the Send Kudos to a Colleagues button, the user will be navigated to People Management Dashboard.

Version 9.1.73 (11 March 2024)
People Management 
 Change name of Training Records tab (#112350) 
 Name has been changed from Learner Records to Learning Records. 
 
 Changes to the Profile Banner (#110509, #110908, #110509) 
 Removed the Work Telephone Number from the Contact Details section; removed the Group date from the Appointment Info section and removed the Created date from the Additional Info section. 
 
 A correct selector to load the training and development first menu (#112886) 
 When clicking on the Training and Development menu, the Learning Records are loaded as the first menu item. 
 
   
 Performance Management 
 Implement a slider on the Overall Summary for more than 5 items (#104459) 
 Business Rules: 
 There should be 5 items (incl Overall Final Score) on the screen at all times 
 When the Review Periods + Review Surveys are more than 4, then a scroll is added 
 There is also a "legend" to show which items are on the screen 
 Always land on the current active period as the first item in the scroll, when opening the page 
 This is for both Employee and Manager views 
 
  

Version 9.1.72 (29 February 2024)
Ruleset Setup  
 Ensure available languages can be published (#112374) 
 When a language is set to available, this should be published without errors. 
   
 Job Profiler 
 Terminated employees to not be displayed when viewing users linked to a people group role (#108023) 
 When a person is terminated, the people group roles are removed and no longer showing when viewing the people. 
 
   
 People Management 
 Make sure appointment dates are cast as date when retrieving employees for the people management index page (#112757) 
 All future terminations are showing on the People Management dashboard. 
 
   
 Performance Management 
 Show Manager and Employee comments regardless of contract approval state (#112736) 
 New business rules have been applied to ensure all comments are shown: 
 For the Employee: 
 Regardless of the settings, always show the Manager's comments in both the Objective Setting and Rating phase
 Thus, if the manager added a comment to a KPI, show this to the employee although the objectives or ratings have not yet been submitted
 Remember, always hide the Private Comment 
 
 
 For the Manager: 
 Regardless of the settings, always show the Employee's comments in both the Objective Setting and Rating phase
 Thus, if the employee added a comment to a KPI, show this to the manager although the objectives or ratings have not yet been submitted 
 
   
   
   
   
  

Version 9.1.71 (27 February 2024)
People Management 
 When creating a user from the front-end, don't create an appointment record through the materialisation integration event (#112756) 
 Ensure that the person's profile can be accessed without receiving an error. 
   
 Performance Management 
 Cannot update KPA weights (#112817) 
 Fixed the issue where the KPA weights could not be updated and resulted in an error.

Version 9.1.70 (26 February 2024)
Notifications 
 Add example data to recipients for notification testing (#93775) 
 When sending a test email, example data is added: 
 
 
 
 Job Profiler 
 Check if job profile is published when calculating vacant positions on the different org structure views (#112369) 
 Only show Vacant Positions when the Job has been published. For example when appointing a new person. 
 One Job is Published and the other are not. 
 
 When appointing a new person, only the published Job's vacancies is shown. 
 
 
 
 
 Performance Management 
 Users can rate and approve when phase is locked (#108065) 
 When a phase is locked, a person should not be allowed to complete the ratings.

Version 9.1.69 (26 February 2024)
System Access 
 Fix issue where the Reset Password URL redirected to the incorrect theme (#108985) 
 The URL now redirects the user to the correct theme when clicking on it. 
   
 Performance Management 
 Fix issue where KPI level Action Plan documents were not showing (#112290) 
 When adding an Action Plan for a KPI and adding documents on the Action Plan, the documents are now displayed. 
 
 
   
 Ruleset Setup 
 Display bulletin in its own modal (#112446) 
 Instead of the message displayed under the bulletin icon, it now has its modal. 
 
  

Version 9.1.68 (26 February 2024)
Performance Management 
 All the sections is collapsed on the Manager Dashboard (#111930) 
 
   
 Make the Submit and Approve buttons the Primary Colour instead of the Back to Dashboard button (#111967) 
 
   
 A confirmation message is added when the Manager modifies the objective settings (#111968) 
 
   
 The 'Type Your Own" option to be displayed first when adding a KPA, KPI, KC item (#111931) 
 
 Documents can be uploaded only when the Final Ratings have not been submitted (#111932) 
 When the final ratings have been submitted, the Upload button is greyed out and no documents can be uploaded. 
 
   
 People Management 
 Ensure that the My Manager label is displayed on the People Management Dashboard (#104135) 
 The Manager of the logged in person is displayed on all tabs. 
 
   
   
   
   
  

Version 9.1.67 (12 February 2024)
Performance Management 
 Fix issue with copy from previous not recreating custom items (#112170) 
 When copied from a previous agreement and altering the agreement's KPI value, the other agreement values are no longer affected.

Version 9.1.66 (12 February 2024)
Ruleset Setup 
 Copy Performance Management data, when creating/copying a Ruleset or Tenant (#107442) 
 The following data is copied when creating a new Ruleset or when a Ruleset is created for a new Tenant: 
 Review Setup: 
 Copy active setups which includes 
 Details 
 Review Items 
 Sections 
 Templates are excluded 
   
 Review Year: 
 Copy all active Review Years which includes 
 Details 
 Review Setups 
 Target Audience is excluded 
   
 Performance Management 
 Only show Perspectives that is in the library (#111798) 
 When adding Perspectives, only show Perspectives that has been marked as Library Items when creating a template. 
   
 Hide the Manager Rating column on View/Print if Manager rating is disabled (#111994) 
 When the setting is enabled, do not show the Manager Rating column on the Print View: 
 
   
   
  

Version 9.1.65 (12 February 2024)
System Access 
 Add a check on external login when User does not exist to give a message (#110250) 
 Added a message: Invalid Login Attempt 
 
 
 People Management 
 Changed validation on the email address in the identity service when adding a user with an email address that has been used for another user on the ruleset as a username (#111385) 
 Removed the Username Required setting and changed the validation to only be performed when the username is empty and the email address is to be used as the username as a fallback. 
 
 
 Ensure that when a people group is exported the default is set when the user has not selected their default (#111809) 
 When the People Groups are imported into the Additional Services, the default is now also set on Additional Services. 
 
 Change the wording on the buttons of the People Management Dashboard (#110534) 
 The People Group button label has been changed to Manage People. 
 
 
 Change the wording on the Password Reset Confirmation (#110536) 
 Added the person's email address to the confirmation message. 
 
 
 Correct role implementation when displaying gear and product setup (#103560) 
 Problem: 
 User roles are not considered when showing cog, product setup or people group menus 
   
 Solution: 
 - Verify that the user is an authenticated admin before showing the cog - Only show people groups to people admins, performance admins to ruleset admins - Only show product setup to product admins or ruleset admins - On the product tab only show the products the user has the role to configure or show all if a ruleset admin 
 - Hide ruleset tabs when the user is not a ruleset admin 
 
 
 Report Builder 
 Ensure that reports have unique names (#111694) 
 Add a check to ensure that reports have unique names. 
 
 
 
 Ruleset Setup 
 Add on-screen messages when services are not running (#88160) 
 An on-screen message is displayed to inform the user when a service is not running. 
 
 
 
 Performance Management 
 Corrected the issue where the Modify Manager Ratings button are displayed twice (#111652)

Version 9.1.64 (29 January 2024)
Notifications 
 Correct the placeholder mismatch on the Check-in Deadline Template (#110616) 
 Placeholders in the template had the person details instead of the manager details. The placeholders are now corrected. 
 
   
   
  

Version 9.1.63 (29 January 2024)
People Management 
 Correct Manager details on Dashboard (#111449) 
 The manager's details and profile picture is now displayed on the dashboard. 
 
   
 Ensure the Forget Password Notification is sent to new users (#111511) 
 Ensure the user gets the OTP Notification in order to reset their passwords. 
 
   
 Display terminated users on the People Group Tab (#110969) 
 Change the functionality so that terminated people are also shown on the People Dashboard. 
 
   
 Performance Management 
 Enhance the Create Modal on Performance Management (#111524) 
 When a new Agreement is created, the Create modal has been enhanced so that the options is more visible. 
 
   
 System Access 
 Add a refresh of System menus (#111458) 
 Added refresh of the system menu when the product is inactive due to configuration or when the subscription is changed. 
   
   
  

Version 9.1.62 (15 January 2024)
Theme Management 
 Implement api endpoint to list themes for a client id (#110472) 
 Add a bulk import of themes that triggers when a user creates or edits a theme in V9. 
   
 V9 Imports 
 Implemented Scheduled Processing of import on external services (#109736) 
 Implemented a new bulk additional sevices import section 
 
   
 System Access  
 Corrected display of dark text headings on the login page (#111177) 
 When the Dark Heading Text  setting has been activated on Theme Management, the Login Page Heading and Login Page Description is changed from white text to dark text. 
 Themes: 
 
 Login Page: 
 
   
   
  

Version 9.1.60 (15 January 2024)
Performance Management 
 Hide SigniChat icon (#108015) 
 The SigniChat icon is hidden so that the Save button can be selected when adding a General Comment. 
   
 Styling changes on Print View (#107531) 
 Updated the styling so that the Print View items are aligned. 
   
 Improve error message for duplicate values (#107529) 
 The following rules have been implemented regarding duplicate items: 
 You cannot add: 
 a KPI to a KPA that already has a KPI with that name 
 a KPI to a KPA where that KPA is already added to the contract and has the selected KPI as 1 of its items (duplicating KPA to KPI options)  
   
 Key Competency Name shown as editable (#106698) 
 All inactive/disabled/not editable fields are always shown in gray. 
   
 Allow backspace to clear weight on KPA (#107045) 
 The backspace now clears all the numbers. 
   
 Status on Check-In banner (#107515) 
 The incorrect Next Action was displayed on the check-ins page. The same instruction is now displayed on check-ins as on the agreement. 
   
 Incorporate and allow to edit review surveys score setting (#107323) 
 No employee should be able to edit/update the review survey score. 
   
 Business Rules: 
 Setting name:  
 Allow the Manager to edit review survey scores 
   Rules: 
 When this setting is enabled, managers can edit these scores 
 Employees should not be able to edit 
 When impersonating, Admins should be able to edit the review survey score regardless of whether this setting is enabled or disabled. 
 Organisational Structure 
 Only load the first 2 levels (#108648) 
 Load first two levels in org tree, load children of higher levels as needed. 
   
 Adjust badge styling on treeview (#108943) 
 Added the treeview in a white card so that the badges are clear. 
   
 Competency Analysis 
 Add ratings on screen (#109839) 
 The ratings are now available on screen. The user do not have to select the book icon to open a page for the ratings. 
   
 Notifications 
 Add example data when sending a notification template (#93775) 
 Example data is added so that the placeholders do not display. This is an example of how the template looks when a user receive a notification. 
   
 People Management 
 Add username to the Profile (#105463) 
 The username is also displayed on the My Profile page 
   
 Deleted roles are added again (#108438) 
 Fixed the issue where a deleted Admin Role is added again. 
   
 Fix paging / load more on sections (#104135) 
 The system displayed duplicated users after loading more users on the page. This has now been corrected. 
   
   
   
   
   
   
  

Version 9.1.61 (15 January 2024)
Competency Analysis 
 Display comments on hover (#110806) 
 The comments made are now shown when hovering over the rating. 
 
   
 People Management 
 Resolved "Go to Another" issue (#110884) 
 Selecting a person under the Go To Another field, the page is redirected to the selected person's profile. 
 
 
   
 Translations 
 Addition to translations for Performance Management (#110880) 
 The following Translation has been added: 
 
   
 Performance Management 
 Decreased Avatar initials on PM Dashboard & Agreement View (#110880) 
 The text size has been decreased so that it fits in the profile area.