List of the Release Notes (2025)

• Version 9.1.155 (7 April 2025)
• Version 9.1.154 (7 April 2025)
• Version 9.1.153 (7 April 2025)
• Version 9.1.152 (7 April 2025)
• Version 9.1.151.3 (Support Release - 25 March 2025)
• Version 9.1.151.2 (Support Release - 19 March 2025)
• Version 9.1.151.1 (Support Release - 18 March 2025)
• Version 9.1.151 (17 March 2025)
• Version 9.1.150 (17 March 2025)
• Version 9.1.149 (17 March 2025)
• Version 9.1.148.2 (Support Release - 8 March 2025)
• Version 9.1.148.1 (Support Release - 26 February 2025)
• Version 9.1.148 (24 February 2025)
• Version 9.1.147 (24 February 2025)
• Version 9.1.146 (24 February 2025)
• Version 9.1.145 (24 February 2025)
• Version 9.1.144.3 (Support Release - 18 February 2025)
• Version 9.1.144.2 (Support Release - 14 February 2025)
• Version 9.1.144.1 (Support Release - 13 February 2025)
• Version 9.1.144 (3 February 2025)
• Version 9.1.143 (3 February 2025)
• Version 9.1.142 (3 February 2025)
• Version 9.1.141 (3 February 2025)
• Version 9.1.140 (3 February 2025)
• Version 9.1.139.2 (Support Release - 27 January 2025)
• Version 9.1.139.1 (Support Release - 24 January 2025)
• Version 9.1.139 (14 January 2025)
• Version 9.1.138 (13 January 2025)
• Version 9.1.137 (13 January 2025)
• Version 9.1.136 (13 January 2025)
• Version 9.1.135 (13 January 2025)

Version 9.1.155 (7 April 2025)

SigniChat

Datatables warning error when clicking on the <--- back button (#129666)

 

 

---

Learning Management

Inform the user where to find the exported list of recipients (#123803)

Problem

• Currently, when you export the list of recipients or people who won't receive notifications, you only get a message "Saved Successfully". User won't know what this means.

 

Solution

• Added the link to the export page on the snack message

 

When Multiple Comments are added, Save creates formatting issues with large Gaps (#129623)

Problem

• When selecting preconfigured comments, the User can add multiple and they appear to be formatted correctly and economically initially. However, after saving the Marksheet, upon reload, many additional empty lines are added which makes the sheet difficult to read.

 

Solution

• Resolve the gap on top of mark sheet comments by resizing rows on load and save 

 

When Marking Learners as Absent, if Send Notifications is clicked but cancelled Endless Load Logo Loops over Interface (#129847)

Problem

• The loading screen is shown indefinitely on the attendance register. 

 

Solution

• Removed loading variables from the attendance list and attendance modal

 

Teacher not able to View Marksheet and Attendance (#129069)

Problem

• The pathway groups linked to a subject can be used on another subject.
  
• The marks page breaks due to ambiguous start date

 

Solution

• Add usage to query and gRPC to filter on the subject model
  
• Correct query table aliases
• The stardate validation is only at the domain level and not on the front end
• Could not replicate the editing of the name issue
  

 

---

Imports

No errors exported (#129226)

Problem

• When working on a project locally, clicking a link or button correctly takes users to the right page.
• However, in the testing environment, the same action leads to an error or a broken page.
• This happens because the system doesn’t recognize extra parts in the web address, like /master/ or /herculia/, which are unique to different environments.

 

Solution

• The redirection logic was updated to recognize and include the correct base address for each environment.
• This ensures that users are always directed to the right page, no matter where the system is running.

 

---

Translations

Fix the translation of the page heading (#129839)

Problem

• The global header displays the translation key on the moderation screen.
  
• I found that the way it calculates the correct translation to use on the SPA pages relies on the 'app' portion of the URL being exact (case-sensitive); otherwise, it does not correctly determine the translated value.
  
• Eg spa/performanceManagement/ resolves translation correctly, but spa/performancemanagement/ does not

 

Solution

• Fixed the case of the redirect on the moderate / qa buttons on the moderation search to match the translation key case.

 

---

Performance Management

Comments mandatory on Ratings and Evaluations (#129585) - New functionality

• A new column has been added to the Review Setup | Sections | Performance Rating Scale
  • Required Comments
• When a rating scale has been marked as required, the comments on the agreement are also required
• This is also the case when evaluations need to be completed
• The import will give an error when the rating has been completed and not the comment

 

Periods are shown in reverse order (#130060)

Problem

• On the contract print preview, there is no ordering on the contract periods leading to periods being displayed in the incorrect order.
  

Solution

• Add order by DisplayOrder to the query to have contract periods displayed in same order as on the dashboard

 

---

People Management

After saving a Secondary Appointment the system remains on the Appointment page (#129460)

Problem

• After adding/editing an appointment on the people profile page, it does not redirect back to the appointment page.

 

Solution

• Ensure it redirects back to the appointment page.

 

People Group Search does not work as expected (#130069)

Problem

• People Group Search does not work as expected

 

Solution

• The search did not always work, because the name was calculated, while the search only worked on the "name" property.
• Make sure that the search works on the calculated name.

 

The ribbon shown behind the Profile icon and the tooltip remains on the page (#129641)

Problem

• The "My Manager" Ribbon was hidden behind other elements on the card, making it difficult to see.

 

Solution

• Its display priority was increased slightly so that it appears on top of the other elements.

 

Prevent the user from Deleting a System Module Role without the Acknowledge toggle being switched On (#129274)

Problem

• The system does not prevent a user from deleting a record without the Acknowledge toggle being switched On.

 

Solution

• The system does not prevent a user from deleting a record without the Acknowledge toggle being switched On.

 

---

HR Processes

Inactive Workflows are Still Seen by the Bot (#130062)

Problem

• When submitting a request for a code that was deleted and then recreated the code is seen as deleted

 

Solution

• When retrieving the active hr process for the code only retrieve the process that has not been deleted
  
• When creating a new HR process command only check the code on none deleted codes
  
• When editing an HR process ensure the same code as an existing process cannot be used

 

Areas Affected

• Submitting a new HR process
  
• Creating a new HR process with the same code as a deleted HR Process
  
• Updating an existing HR process code to another code that is already used

 

---

API

API: ListUsersExport not returning all or correct information (#126458)

Problem

• The Occupational Category and Job Grade are not available on the API.

 

Solution

• Added the two fields to the API call as requested.

 

---

Notifications

Should be allowed to save "From Email Address" as empty (#128633)

Problem

• The problem is that when you save a template on Ruleset 1, the field is filled in with the default address configured on Ruleset 1. However, when you create a new ruleset for a client, this email address is copied to the new ruleset, which prevents certain emails, like the subscription emails, from going out.

 

Solution

• Ruleset 1 can now save blank email addresses for templates 

 

---

Ruleset Management

Unable to create a ruleset using the Copy function (#129692)

Problem

• When copying a ruleset the PM template copy fails when trying to insert Review Setup Section items, this happens when there are items with the same name and type used on more than 1 perspective. (It is possible to for example have 2 custom KPAs both called 'Key Area' under the same section, because they are custom they are different). This presented an issue on the copy where it was only creating 1 Section Item and then trying to assign the ID to both KPAs on the template which breaks the foreign key constraint. Similar scenario for KPI (L3) items.

 

Solution

• Had to fix/modify two places, firstly on the template copy within the same ruleset (from the review setup admin screen), this still had an issue where it would like the same custom section items across 2 different templates, resulting in changes on the one affecting the other. Followed the same approach as on contract copy to ALWAYS create custom section items as new.
• A similar fix/modification on the ruleset PM copy, with regards to the template section items, changed it to bulk create all the custom items for the section first and then assign the relevant Ids.

 

---

 

 

Version 9.1.154 (7 April 2025)

Learning Management

When Marking Learners as Absent, if Send Notifications is clicked but cancelled Endless Load Logo Loops over Interface (#129847)

Problem

• The loading screen is shown indefinitely on the attendance register. 

 

Solution

• Removed loading variables from the attendance list and attendance modal 

 

Confirmation on Send Notification for Absent Learners Modal Status is referencing the incorrect Email Locations (#129608)

Problem

• Custom to email recipient data was not applied because the parameter name was incorrect

 

Solution

• Fix parameter name and also handle cases where the custom email field is whitespace

 

On Save Button, Click Deselect Current Cell to Ensure Field Save (#129363)

Problem

• Edits on the mark sheet do not commit when clicking the save button without leaving cell edit mode first

 

Solution

• Commit values to the mark sheet on the save button even when the mark sheet is still in edit mode

 

---

Imports

Import from PaySpace (#128700)

Problem

• When the end date received from Payspace is equal the the start date which is the case with enrolments the record is rejected.
• When the termination reason is not available in the case of the above case the record is rejected.
• When an appointment is updated in Payspace the user receives a new position ID which causes a new position to be created in Signify for each update of the appointment.

 

Solution

• Remove the end date >= start date pre-import validation
• Remove the termination required when the end date is provided pre-import validation
• Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace

 

Cleanup duplicate records (#128477)

Problem

• When an appointment is updated in Payspace the user receives a new position ID which causes a new position to be created in Signify for each update of the appointment.

 

Solution

• Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace

 

---

People Groups

Grouped condition for reporting lines not working (#129613)

Problem

• When selecting a reporting line for custom grouping an error is given and no reporting lines are displayed.

 

Solution

• Included missing variable in SQL that loads the PeopleGroupReportingLine objects

 

The summary page is blank after creating a new Custom group and adding an org condition (#129079)

 

 

---

Organisational Structure

When the Org name is too long the (people, Vacancy, Inactive) does not appear (#129186)

---

People Management

Informational displaying incorrectly calculated year/month count (#128994)

Problem

• An employee's termination date is not taken into account when calculating how long they've been in a position

 

Solution

• Used employee's termination date to calculate duration in position if employee has been terminated

---

Notifications

Emails are still being sent after the Tenant has reached expiry and close dates (#129519)

 

---

Performance Management

Final Review - Autocopy error (#129765)

---

 

 

Version 9.1.153 (7 April 2025)

Imports

ADMIN Register (#129238)

Problem

• The All People group is synced with an empty name to V8 and created as a subgroup with no name

 

Solution

• Corrected the function that calculated the names of the people group

 

---

Learning Management

Teacher not able to View Marksheet and Attendance (#129069)

Problem

• The pathway groups linked to a subject can be used on another subject.
  
• The marks page breaks due to ambiguous start date

Solution

• Add usage to query and gRPC to filter on the subject model
  
• Correct query table aliases
• The stardate validation is only at the domain level and not on the front end
• Could not replicate the editing of the name issue

 

---

 

Version 9.1.152 (7 April 2025)

Learning Management

Pathways: Teacher not able to View Marksheet and Attendance (#129069)

Problems

1. When a class group linked to a subject has comments or attendance records linked to it, the group cannot be removed from the subject
2. When a subgroup is delinked from a pathway and synced to V9, the deleted pathway groups are not deleted in V9 and can be linked to new subjects.
3. Pathways groups that were linked  with a deleted pathway group still show a link on the subject even though it has been removed from the pathway and no longer exists
4. When editing a subject and saving from the modal the data does not save
5. When editing a cycle and saving from the modal the data does not save
6. A subject's end data can be saved as a date before the start date
7. A cycle's end data can be saved as a date before the start date
8. A cycle can start before the subject started
9. A cycle can end after the subject has ended
10. The weights of the cycle or the interventions can be set to more than 100%
11. You cannot delete a training intervention from a cycle where marks have already been assigned
12. When a user is appointed from the front end or import the user is not materialised in the learning service

Solutions

1. Add soft deletes to the subject pathway groups to allow deletion when linked to comments or attendance. Should the same pathway group be linked to the subject again where the group was deleted from then the previously removed group will be undeleted and the attendance/comments will be available again.
2. When syncing the data from V8 and the subgroup is no longer linked to a pathway mark the pathway group as deleted. Should the subgroup be linked to the same pathway again the existing pathway group will be undeleted.
3. Amend all queries to not display the pathway groups that as been deleted as linked items on the subject.
4. Correct the form submitted when saving on the subject model
5. Correct the form submitted when saving on the cycle modal
6. Add domain exceptions to validate the subject dates
7. Add domain exceptions to validate the cycle dates
8. Add domain exceptions to the max weights
9. Implement the soft delete on training interventions linked to a cycle
10. Add the missing appointment columns in materialised users and add the consumers to materialise the appointment data also when changed

---

Import

Users (administrators) have blank subgroups linked to their user profiles which are also set as their preferred subgroup (#129238)

Problem

• The All People group is synced with an empty name to V8 and created as a subgroup with no name

Solution

• Corrected the function that calculated the names of the people group

---

HR Processes

The claims are not being processed (#129685)

Problem

• When submitting an Hr Process Request the process fails, on the logs, it is indicated unauthenticated.
• After investigations it was determined that it fails only when the Position Approval Level type is selected.
• When this is the type then the query to fetch the user details for the approval level fails due to a missing column on the dapper query.
• This failure bubbles up to the MVC that originally made the call and the MVC then tries to load the error page which fails with unauthenticated when trying to read the RulesetId, masking the original problem.

Solution

• Corrected the dapper query to select the additional required column.
• Also added additional error logging on the hr process submit to better log on JobProfiler when there is an error that occurs.

---

Performance Management

Display only the first 2 Decimal Points for Average Rating Score (#126335)

Problem

• When viewing the evaluation summary the Max, Min and Avg do not limit the number of decimal places

Solution

• Implemented a limit of two decimal places

Enable the editing of an uploaded document (#114656)

Problem

• When a document has been uploaded, you cannot edit it.

Solution

• Added modal to update file and title

---

People Management

Add card view counter (#126052)

Problem

• The direct subordinate count should show on the people management dashboard on each user card

Solution

• Implemented changes to queries as well as dashboard card to show the direct subordinates as well

Rename headings on Reporting Lines (#125944)

Revisit the placement of the clear button (#126180)

Problem

• The clear button is right on the edge of the search box overlaps the edge.
  
• When the filter option is visible, the left edge of the filter button overlaps the clear button.
• This means you need to click the left edge of the clear button else the filter button is triggered.

Solution

• Added a margin on the right side of the clear button

The logged-in user shows as 'No location in org' on the Profile login details pane (#124568)

Problem

• A user has a current position in the org, however, in the My Profile section it shows No location in org.

Solution

• Removing the check for JobPosition Active = 1 is not needed as the person is still in the Org Structure.

Link People: Search: Select heading - update to select all within the list (#84557)

Problem

• When you search for multiple users it returns the list of employees but you then need to select each employee one by once. 

Solution

• When the Select is clicked, all the people in the current list are selected as intended.

Incorrect Tooltip message (#129072)

Problem

• Incorrect Tooltip message on the circle badge which displays the count of subordinates (People Management)

Solution

• Generated new translations with the correct wording and displayed them on the frontend

Person Photo and Avatar upload issues (#122321)

Problem

• The profile preview must stick on top.
  
• The save button must stick to the bottom.
  
• The banner sizes must change like those on the image resources.
  
• The preview profile icon does not show the avatar on hover.
  
• The icons on the profile picture must change to buttons.
  
• When the banner is uploaded, it shows as selected, but is not shown in the preview.

Solution

• Made the required styling changes to the styling

---

Report Builder

Changes to Styling on the Full Report page (#121257)

Problem

• When on the Full report page of the report builder and you scroll down the headers are scrolling out of the page thus it is hard to see which column is for what.

Solution

• Implemented sticky headers so the headers always show when scrolling

---

Language

Remove/rename duplicate values (#107495)

Problem

• When on the language page there are duplicate translations, but they are different and used in different contexts.
• Thus the issue is to be able to see the difference

Solution

• The solution for this problem is to add a key field to display the translation key as well.
• So that the difference is visible to the user

Incorrect text displayed for Categories.Error (#118172)

Problem

• On the language page, there were sections with missing translations

Solution

• Added the missing translations

---

System Access

Add Libraries to the Gear menu to access Training Interventions etc (#128234)

Problem

• On the learner record| Add training page, add a spanner icon with learning libraries and system administration in it

Solution

• Adding a partial view (_PortalHeader.cshtml) on the Add Learner Record page when viewing an employee in People Management when signed in as a Learning Admin.
• Add functionality inside the _AdministrationMenu.cshtml file to determine if the user is on this page and then only display the system admin panel and the learning libraries panel within the Admin Menu.
• Add logic inside of the Bootstrap3_PortalHeader.cshtml file to determine if a user is a Learning Admin and also is on this page before showing the wrench icon to the user.

---

Tenant Management

Styling on expired tenants to be changed (#120195)

Problem

• Styling on expired tenants to be changed
  
  

Solution

• Only use the styling for tenants who are expiring soon and not if they have already expired. 

---

Notifications

Adding previously uploaded files as Attachments displays an error message (#125776)

Problem

• When selecting an existing file as a document for a template. It creates a duplicate and it is not possible to distinguish between the two.

Solution

• Concatenate contentId to the filename to uniquely identify each file on the front end. Even if they are duplicates from another template.

---

Master Data

Use DapperInBatched instead of IN @{Ids} in system (#128268)

• Example where it has been replaced.
•  The developer assigned should look for all instances where IN @ is used.
•  And please test all changes made.
• Where it is used to filter people by a list of users from a peoplegroup it should be replaced by a direct join on MaterialisedPeopleGroupUsers and the in removed.
• Remove all temp tables where an insert is done for user-id and replace with a dapper batch to spare the execution time of thousands of inserts.

---

SigniChat

Adding a new group using people group which was previously used to be handled (#123358)

---

Version 9.1.151.3 (Support Release - 25 March 2025)

Performance Management

Final Review - Autocopy error (#129765)

Problem

Evaluation Summary - Min and Max scores not reflecting correctly (#129365)

Solution

Copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081)

Problem

• As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous

Solution

• When the auto-copy setting is on, the section weights will copy from the contract, otherwise it will copy from the review

Agreement finalized with empty section when section weight change is not allowed (#129009)

Problem

• On the Review Setup, the Primary Goals Setup does not allow the section weight to be changed.
•  After importing the following error was thrown, but the contract was created and finalized with the Primary goals section left blank.

• The Import will stop if an invalid agreement will be created

Able to import the same file on two different setups in the same year (#129006)

Problem

• The user could not import multiple periods at the same time, and the user could create a contract in more than one period item.

Solution

• Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year

---

HR Processes

Signify Down (#129685)

Problem

• When submitting an Hr Process Request the process fails, on the logs, it is indicated unauthenticated.
• After investigations it was determined that it fails only when the Position Approval Level type is selected.
• When this is the type then the query to fetch the user details for the approval level fails due to a missing column on the dapper query.
• This failure bubbles up to the MVC that originally made the call and MVC then tries to load the error page which fails with unauthenticated when trying to read the RulesetId, masking the original problem.

Solution

• Corrected the dapper query to select the additional required column.
• Also added additional error logging on the hr process submit to better log on JobProfiler when there is an error that occurs.

---

Learning Management

Saving Attendance Register and Default Recipient Check on Email Notification (#129038)

Problem

• The client requested to save attendance when the notification
• The client requested that the parent checkbox be a default recipient when sending absent notifications

Solution

• Modified CreateAttendanceNotificationModal to call saveAttendanceRegister before creating notifications.
• Changed includeParent state in AttendanceNotificationModal to true by default

---

Tenant Management

Tenant Status stuck on 'Sending Completion Notification' (#129577)

Problem

• Ruleset and Tenant creation is failing to complete because of the recent audit changes, the calls are made anonymously and thus identity is not set, but on the audit service it tries to fetch the ruleset ID from identity, and if not found uses the RulesetId column from the changed entity.
• The problem however is that MaterialiedRuleset tables do not have the RulesetId column (It's called just Id).

Solution

• Added the INonAuditable interface to the RB and JP materialised ruleset entities. I also added a change on the SqlServerDbContext class to check that when the specific entity is the Ruleset in the Account Domain use the Id column (For audits directly on the Account. Ruleset table). 
• I also added a fallback to 0 if the entity in question does not have a RulesetId. This way, the audit does not break and at least logs the audit against RulesetId 0.

---

Version 9.1.151.2 (Support Release - 19 March 2025)

Tenant Management

Tenant Status stuck on 'Sending Completion Notification' (#129577)

Problem

• Ruleset and Tenant creation is failing to complete because of the recent audit changes, the calls are made anonymously and thus identity is not set, but on the audit service it tries to fetch the ruleset ID from identity, and if not found uses the RulesetId column from the changed entity.
• The problem however is that MaterialiedRuleset tables do not have the RulesetId column (It's called just Id).

Solution

• Added the INonAuditable interface to the RB and JP materialised ruleset entities.
• Also added a change on the SqlServerDbContext class to check that when the specific entity is the Ruleset in the Account Domain to use the Id column (For audits directly on the Account.Ruleset table).
• Added a fallback to 0, for if the entity in question Does not have RulesetId, this way the audit does not break and at least logs the audit against RulesetId 0.

System Close Date shows differently on the list screen than on the Tenant screen (#128903)

Problem

• Tenants' close dates would be displayed differently on the Tenant Management and the Tenant Profile page.
  

 

Solution

• Changed the one date to take the user's time zone into account

---

Performance Management

Evaluation Summary - Min and Max scores do not reflect correctly (#129365)

Problem

Organisational Unit

When the Org name is too long the (people, Vacancy, Inactive) does not appear (#129186)

Problem

---

Learning Management

Saving Attendance Register and Default Recipient Check on Email Notification (#129038)

Problem

• The client requested to save attendance when the notification
• The client requested that the parent checkbox be a default recipient when sending absent notifications

Solution

• Modified CreateAttendanceNotificationModal to call saveAttendanceRegister before creating notifications.
• Changed includeParent state in AttendanceNotificationModal to true by default

Show period dates on the mark sheet (#123699)

Problem

• The dates are not showing on the mark sheet

Solution

• Add the dates to display on the mark sheet

---

Data Warehouse

Added additional data (#120152)

Problem

• LearningManagement data needed to be added for WFA School reports
  

Solution

• Added Datasource fields lmStudentSubjects and lmTermResults to the V9 DWH with the required fields

---

Version 9.1.151.1 (Support Release - 18 March 2025)

Performance Management

Copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081)

• When only the following setting is enabled:

• Then the section weights are copied from the review setup
• If both settings are enabled:

• Then the section weights are copied from the contract that you are copying from.

 

Agreement finalized with empty section when section weight change is not allowed (#129009)

Problem

Able to import the same file on two different setups in the same year (#129006)

Problem

• The user could not import multiple periods at the same time, and the user could create a contract in more than one period item.

 

Solution

• Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year

 

---

Audit

Investigate and implement solutions for better audit data retrieval (#119199)

Problem

• Get an error message when trying to get audit data for a specific table

 

Solution

• Corrected mapping of audit log lists to populate the front-end page

 

---

 

 

Version 9.1.151 (17 March 2025)

Imports

PaySpace Signify discrepancy script (#129254)

Problem

• A user cannot validate all the received data from PaySpace or Powershell with the data currently in the system

 

Solution

• Add staging of the received data in the pull processes for Powershell and Payroll
• Include the import types on the front end for the allowed types to export the report
• Extend the allowed export period to 7 days

 

Signify Assistance (#128700)

Issue 1

Problem

When dapper batched has more than 2000 entries in the list it Ands multiple in statements together which returns no result

e.g AND( mu.Username in ('U1',....'U2000') AND mu.Username in ('U2001',....'U3000') )

When used like

public async Task<List<(int Id, string Username)>> ListUsersIdsAsync(int rulesetId, string[] usernames)
{
    using var connection = new SqlConnection(_connectionString);
    await connection.OpenAsync();

    var sql = $@"
                    SELECT
                         muser.[Id]                                               [Id],
                         muser.[Username]                                         [Username]
                    FROM
                         [JobProfiler].[MaterialisedUsers] muser WITH(NOLOCK)
                    WHERE muser.RulesetId = @rulesetId
                    AND {usernames.DapperInBatched(GlobalConstants.MaxDapperBatchSize, "muser.Username")}";

Solution

• When in is used use the OR when not in is used use the AND
  
• When a string has accents, escape it, e.g. TS'01 will be 'TS''01' within the in statement
  

 

Issue 2

Problem

• Due to high traffic and/or other issues, the event to update the materialised users table in the job profiler is not always being consumed in time for the appointments to be created. 
• This then caused the appointment controller to search for the user in the materialized tables that did not exist.

 

Solution

• Create a fall back where when the materialized table has not been updated in time, the relevant appointment controllers fetches the required data and triggers the updates before continuing with the appointment creation.

 

---

Main Dashboard

System Error Message (#129232)

Problem

• If the fallback path does not exist and an error occurs on the Dashboard page and the Edit banner pages

 

Solution

• Introduce fallbackImagePath for default image handling. Update logic to check for fallback directory when no default background files are found

 

---

Performance Management

Unable to import VB items if the section setting is disabled to allow section items to change (#129141)

Problem

• The user could not import multiple periods at the same time, and the user could create a contract in more than one period item.

 

Solution

• Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year

 

Issues to access performance module (#129162)

Problem

• When a user's position is set as inactive, the user is not seen as part of the people groups used to determine which review years to show on the PM dashboard.

 

Solution

• Replace the active check with not deleted to be part of the dashboard always as long as the position exists

 

Evaluation Summary not available after Final Approval (#129000)

Problem

• When users view their contract and the employee evaluation is on and has a due date, regardless of the phase, the button cannot be seen.

 

Solution

• Added the button to the check for the user approved to always display in the rating phase
  
• Add the button to the default fallback also

 

Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347)

Problem

• On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed. The date is also in the format YYYY-MM-DD could this be adjusted to reflect the correct Date Format in accordance with the Language Selected?

 

Solution

• Changed the dates of the translations to short date string, with the correct timezone and culture

 

Unable to include the Value Survey score (#128772)

Problem

• Saving a contract survey gave SQL Dapper an error because of new columns added to the query object used on an unrelated query, causing it to break here.
   
  

Solution

• Made the query model used by the Survey creation distinct from the other usages.

 

---

Data Warehouse

PAS report: Overall Final score not correct (#129134)

Problem

• The Overall Final Score are not being calculated correctly within the Datawarehouse
  
  

Solution

• Adjusted the calculation of the Overall Final Score to consider excluded Review Items

 

Additional fields for the Group / Classes Report (#120152)

Added the additional fields

• Subject Setup: Setup and Config > Ruleset Setup > Product Setup > Learning Management > Product Setup > *subject*
• Marksheet: LMS > [OPEN] Category > [OPEN] Pathway > Class/Group Step > Marksheet
• Attendance History:  LMS > [OPEN] Category > [OPEN] Pathway > Class/Group Step > Attendance History
• Training Interventions (linked to subject setup): Administration > Training Interventions > Type: Certification Point
• Training Interventions (subject assessments): Administration > Training Interventions > Type: Assignment

---

People Management

Error when deleting a user (#128917)

Problem

User Error (#128950)

Problem

• When multiple processes materialise the same people group at the same time, the people group calculation fails due to duplicate insert
  The performance management consumer for the reporting line consumes other reporting line types than LM and PM, resulting in unnecessary errors

 

Solution

• When inserting, confirm that the entry is not part of the people group
  Filter the reporting line types used in the consumer and do not process the other types

---

Notifications

SMS Notifications Not Being Sent (#128562)

Problem

• An SMS cannot be sent by event or process.

 

Solution

• Correct test SMS sending from the template
  
• Correct test SMS sending from the SMS setup
  
• Implement mock sending of SMSs from both the SMS setup and the template
  
• Correct the actual sending of an SMS via Zoom

 

All Tenant Subscription mails to come from Global Ruleset (#125943)

Problem

• The Tenant Subscription process (Fee overdue, system close warnings, etc) must use the Global Ruleset templates.

 

Solution

• The above template is set to be active only on the default ruleset.

 

---

Report Builder

Auto scroll when dragging and dropping columns (#123392)

Problem

---

Ruleset Management

Uptime Indicator not shown on the Login page when the Uptime URL is empty (#128373)

Problem

---

Job Profiler

Support user shown on Org when ruleset is copied (#128500)

Problem

• Support users included in people groups and org structure
  
• Users linked to inactive or deleted appointments after termination cannot be found on people management

 

Solution

• Add check to only include system users
  
• Removed active and deleted position filter checks for people management queries.

 

I want to be able to find the terminated person (#122809)

Problem

• Support users included in people groups and org structure
  
• Users linked to inactive or deleted appointments after termination cannot be found in people management

 

Solution

• Add check to only include system users
  
• Removed active and deleted position filter checks for people management queries.

 

---

 

Version 9.1.150 (17 March 2025)

Notifications

SMS Notifications Not Being Sent (#128562)

Problem

• An SMS cannot be sent by event or process.

 

Solution

• Correct test SMS sending from the template
  
• Correct test SMS sending from the SMS setup
  
• Implement mock sending of SMSs from both the SMS setup and the template
  
• Correct the actual sending of an SMS via Zoom

 

Changes to template are not being propagated (#128679)

 

 

All Tenant Subscription mails to come from Global Ruleset (#125943)

Problem

• Tenant Subscription process (Fee overdue, system close warnings, etc) must use the Global Ruleset templates.

 

Solution

• The above template is set to be active only on the default ruleset.

 

---

People Management

User error (#128950)

Problem

• When multiple processes materialised the same people group at the same time, the people group calculation fails due to duplicate insert
  
• The performance management consumer for the reporting line consumes other reporting line types than LM and PM, resulting in unnecessary errors

 

Solution

• When inserting, confirm that the entry is not part of the people group
  
• Filter the reporting line types used in the consumer and do not process the other types

 

---

Report Builder

Auto scroll when dragging and dropping columns (#123392)

 

Ruleset Management

Employee data integration (#119925)

 

Uptime Indicator not shown on the Login page when the Uptime URL is empty (#128373)

Problem

Solution

Uptime Indicator shown on Employee Profile Summary even though ruleset 1 or user's ruleset have no Up-time Monitor URL set (#128374)

Problem

Solution

 

Helper text on Up-time Monitor URL to be adjusted (#128456)

Problem

Solution

 

---

Performance Management

Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347)

Problem

• On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed. The date is also in the format YYYY-MM-DD, could this be adjusted to reflect the correct Date Format in accordance with the Language Selected?

 

Solution

• Changed the dates of the translations to short date string, with the correct timezone and culture

 

Unable to include the Value Survey score (#128772)

Problem

• Saving a contract survey gave SQL Dapper an error because of new columns added to the query object used on an unrelated query, causing it to break here.
   
  

Solution

• Made the query model used by the Survey creation distinct from the other usages.

 

---

Organisational Structure

Support user shown on Org when ruleset is copied (#128500)

Problem

• Support users included in people groups and org structure
  
• Users linked to inactive or deleted appointments after termination cannot be found in people management

 

Solution

• Add check to only include system users
  
• Removed active and deleted position filter checks for people management queries.

 

---

Data Warehouse

Improve performance on full refresh (#128181)

 

---

 

Version 9.1.149 (17 March 2025)

Translation

The last language the user was logged in as is used even though the user has selected another language (#126729)

Problem

• When on the log-in page and the user change their language and log in. It does not update the preferred language.
• This issue only happens on the deployed versions.

Solution

• Implemented a possible fix for the deployed versions to make use of the correct context.

Search results show the accordion which results fall under (collapsed) (#126575)

Problem

• When searching for a translation, although the section tables are filtered correctly, the section accordions stay collapsed; this makes it look like there is no match found if the section is collapsed.

Solution

• When searching, always expand the section accordions where a match was found and reset accordingly on search clear

---

Performance Management

I want to import PM Agreements into V9 (#124514)

• Combine the Goals, Behaviour and Competency imports into one Full Performance Agreement Import that can handle all sections at once
• Modify the current functionality to not only create but also update existing contracts
• If the Import defines a section that is not configured on the review setup, those items will be exceptioned
• Section Items will be matched by name to allow importing additional items on a contract
• Implement the new requirement to import ratings
• The import should adhere to all rules that are applied when a contract is created/updated from the Front End (Dual Approve, Final ratings only, etc)
• Add checkbox to the import selection to "Approve contracts where completed"
• When the above parameter is set, the import should try to approve the Objective Settings, and it should try approve ratings if all ratings are provided. All current Objectives and Ratings Approval rules should be followed.
• Test multiple scenarios with new and existing contracts separately and on the same sheet; test with adding new items only to a contract; test Objectives and ratings approvals

Hide Evaluation Summary Button on Ratings Phase (#126277)

Problem

• The evaluation summary button shows in the ratings phase for the employee even if the hide evaluation summary setting is on.

Solution

• Added setting test on missed Show Evaluation Summary button

Evaluation Summary Button and Modal Available on Employee Self-Rating Modal (#126278)

Problem

• Evaluation summary button shows in the ratings model for the employee even if the hide evaluation summary setting is on.

Solution

• Added setting test on missed Show Evaluation Summary button

Cannot save a Review Setup once validation has been triggered (#126065)

Problem

• The submit button gets disabled when clicked, therefore it cannot be submitted again if the form is invalid.

Solution

• The disable is unnecessary because the loader is shown.

Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347)

Problem

• On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed.
• The date is also in the format YYYY-MM-DD; could this be adjusted to reflect the correct Date Format in accordance with the Language Selected

Solution

• Changed the dates of the translations to short date string, with the correct timezone and culture

---

People Management

Business Address information contains grammar errors (#127652)

Problem

• Business Address Information contains grammar errors

Solution

• Using the signify translation tool to correct the grammar issue and update translations.

Error when user tries to reset their own password (#126175)

Problem

• When the user tries to reset their own password, the attempt fails because the call is checking whether the user has the People Admin role.
• This should not be done when the user is resetting their own password.

Solution

• Changed the ResetPassword call to check whether the user has the People Admin role or if the user whose password is being reset and then allow the action. Also changed the message displayed for when the user resets their own password from "A notification has been sent to the Person to reset their password" to "A notification has been sent to you to reset your password."

As a person with access to Appointment History, I want to see the Start Date in Group and Company fields (#122770)

Problem

• Cannot update the Start Dates

Solution

• Added 2 fields that can be updated
  • Start Date in Group
  • Start Date in Company

As a person with access to Appointment History, I want to be able to add a Secondary Position (#122771)

Problem

• A secondary position cannot be added

Solution

• Add another section to add the secondary positions

Added the Start Date in Group and Company fields to the Employee Data Import (#126716)

Problem

• The start date in the group is not on the people data import

Solution

• Add the fields to the people data import

---

Master Data

Seeded data not appearing in drop downs on Employee Profile (#126916)

Problem

• Location, country and province master data did not display on the "Address" section due to conflicting component names which also appear on the "Summary" section.
  
  

Solution

• Give unique names to the component elements, ensuring that the master data correctly displays on both the "Address" and "Summary" sections

Navigating to the requirements tab displays an error (#127019)

 

The load indicator is shown indefinitely when clicking on a person's profile (#127605)

---

Data Warehouse

Grades Mismatched in Signify & SFTP (#126629)

Problem

• Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues)
  

Solution

• Adjusted PeopleGroupUsers task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons

Date field is not recognised as a date in the report filter (#125626)

Problem

• ApproverDate fields within jpHRProcesses are set as NVARCHAR DataType and not DATETIME2
  

Solution

• Set datatype for ApproverDate fields from NVARCHAR to DATETIME2

---

Job Profiler

ListUsersExport not returning all or correct information (#126458)

Problem

• The API call returns the OfoCode ID instead of the Name.

Solution

• Corrected the Select statement to return the OfoCode Name.

 Inactive Positions (Not Published) are not accounted for correctly by the system. (#126723)

---

Learning Management

No error detail if absent notification cannot be sent to Parent/Guardian (#123832)

Problem

• Add a username column to the exported report to help identify which user needs their contact details updated.

Solution

• Added the Username field to the NextOfKinInfo record in UserViewModel.cs.
• Updated the NextOfKinInfo record in UsersServiceV1.cs to include the Username field.
• Modified the RecipientConfirmationExportInfo message in learning_management.v1.proto to include recipient_username and reordered the fields.
• Added the Username field to the NextOfKinInfo message in user_management.v1.proto.
• Updated the AbsenteeNotificationsRecord and AbsenteeNotificationExportInfoRecord records in NotificationViewModel.cs to include the LearnerUsername and RecipientUsername fields respectively.
• Modified the LearningManagementServiceV1 class to include the Username field in various LINQ queries and response objects.
• Updated the AttendanceNotificationExportViewModel class to include the Username field in the NotificationEmailExportDTO.
• Added the Username field to the NotificationEmailExportDTO record in AttendanceNotificationDTO.cs.
• Modified the LearningManagementExportService class to include the Username field in the data export process.
• Updated the learningManagement.json localization file to include the recipientUsername key and its translations in multiple languages.
• Ensured consistency in the learningManagement.json file by adding the recipientUsername key and its translations across different locales.
• Added the Username field to various classes and methods to ensure that the username is included in the data processing and export functionalities.

---

Report Builder

Error when saving without specifying a Report Name (#126792)

Problem

• When trying to save a report without having specified a name for the report, an unspecified error occurs.

Solution

• There is now a validation message when leaving the Report Name empty and clicking on Save

---

Notifications

Delete button remains disabled; therefore, unable to delete a schedule (#126839)

Problem

• The Delete button remains disabled, and therefore, a Schedule cannot be deleted

Solution

• Enable the delete button when text is added to the Reason field, and I have accepted the acknowledgement

Schedule Setup: User can set a one-off custom schedule to time already passed (#96569)

Problem

• The user is still able to type in a time that has already passed.

Solution

• Added validation to test if the time is valid; if not, it will be set to the min time

Changes to templates not saved on the first click (#116472)

Problem

• Snack message not properly displayed when saving template.

Solution

• Ensure the snack is properly displayed when saving the template

---

Tenant Management

Unable to copy the link of a newly created Tenant's URL (#125624)

Problem

• Unable to copy the link of a newly created Tenant's URL

Solution

• Changed the URL to use the Clipboard API, with a fallback for older browsers.

---

Imports

User Import Validation Report (#124039)

• Add a report to be generated for each user import from that compares the data requested for import with the data currently in the system.
• On the Notification | Imports page for the user import add an additional action User validation Report
• When this button is clicked a report is generated for the list of users imported in the form of the import sheet
• The report is a comparison report exporting the field requested for import vs the current system value of the import e.g.
  • Username, CurrentUsername, Name, CurrentName, Surname, CurrentSurname
• Add a new first column ValidationMessage. When any field is not insync between the import and the current value then it lists the column name that is incorrect e.g.
  • Invalid Data: Name, Surname, StartDate
• RULE: only allow for comparison/validation if import ran in the last day

---

Organisational Structure

Drag and Drop Positions incorrectly increments people count for Org Unit rather than vacancy count (#126413)

---

Version 9.1.148.2 (Support Release - 8 March 2025)

Imports 

Error on Employee Automated import (#128700)

Problem

• When the end date received from Payspace is equal to the start date, as is the case with enrolments, the record is rejected.
• When the termination reason is not available in the case of the above case the record is rejected.
• When an appointment is updated in Payspace the user receives a new position id which causes a new position to be created in Signify for each appointment update.

Solution

• Remove the end date >= start date pre-import validation
• Remove the termination required when the end date is provided pre-import validation
• Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace .

---

Performance Management

Evaluation Summary not available after Final Approval (#129000)

Problem

• When users view their contract and employee evaluation is on and has a due date, regardless of the phase, the button cannot be seen.

Solution

• Add the button to the check for the user approved to always display in the rating phase
  
• Add the button to the default fallback also

Unable to include the Value Survey score (#128772)

Problem

• Saving a contract survey gave SQL Dapper an error because new columns were added to the query object used on an unrelated query causing it to break here.
   
  

Solution

• Made the query model used by the Survey creation distinct from the other usages.

---

People Management

User error (#128950)

Problem

• When multiple processes materialised in the same people group at the same time the people group calculation fails due to duplicate insert
  
• The performance management consumer for the reporting line consumes other reporting line types than LM and PM resulting in unnecessary errors

Solution

• When inserting confirm that the entry is not part of the people group
  
• Filter the reporting line types used in the consumer and do not process the other types

Error after appointing a new person (#128545)

Problem

• When appointing a new user the people groups are not busted in time of the profile page load due to eventual consistency

Solution

• Move the busting to the job profiler service to bust the materialised cached in the service first and then all the rest of the services.

Termination reasons (#128535)

Problem

• Inactive termination reasons are shown in the dropdown

Solution

• Only show active termination reasons. You still cannot delete a termination reason if it has been used, regardless of whether it is active or not.

---

Version 9.1.148.1 (Support Release - 26 February 2025)

People Management

Error after appointing a new person (#128545)

Problem

• When appointing a new user, the people groups are not busted in time of the profile page load due to eventual consistency

Solution

• Move the busting to the job profiler service to bust the masterialised cache in the service first and then all the rest of the services.

Termination reasons (#128535)

• When terminating an employee, choosing a termination reason and then deactivating that reason in MasterData should no longer be an option when terminating another user.
• Only active termination reasons should be available as options
• The deactivated reason should still be on the appointment history record.

 

---

Performance Management

Additional API End Point (#128359)

Problem

• Request to make additional PM endpoint accessible via Api and include review year name on overall scores endpoint

 

Solution

• Added Reviewyear name to ListUsersOverallScores and made ListReviewYears accessible via API.

 

---

Learning Management

No error detail if absent notification cannot be sent to Parent/Guardian (#123832)

Problem

• No indication anything is wrong, only an empty cell within the columns email, name and surname

Solution

• Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing using localized strings.

Training Interventions Duplicating on Marksheet (#128548)

Problem

Nextcloud error is displayed when you open the Marksheet link on an email (#124536)

Problem

• URL is incorrect on Angelo's Sites

 

Solution

• Added import for generateUrl from ../../helpers/generateUrl. Updated axios.get call to use generateUrl 

 

Attendance and Marksheet not working anymore for Teachers (#128087)

Problem

• The teacher can't view the Attendance list since the GPRC call doesn't allow LearningAdmins

 

Solution

• Updated the [Authorize] attribute on the ListUsersLinkedToRoles method in the IdentityService class to allow access for users with either the PeopleManagementAdministrator or LearningAdministrator roles. Previously, only users with the PeopleManagementAdministrator role could access this method

 

---

Identity and Authorisation

People Connect Slowness in APAC (#128284)

Problem

For the SSO from V8 to V9, when the identity cookie has expired, a "Too_Many_Redirects" error is shown, and the browser session is terminated. Users are then unable to continue to V9 until they delete their cookies.

There are 2 problems here:

1. This is the iterative error that happens on the error page. When the 1st failure happens, the error page is loaded. The error page uses the same base layout as other pages. It tries to access resources/information that requires an authenticated user, but since that was the initial cause of failure, the error page breaks and gets redirected to the error page from start again, which continues to fail until the browser forces a discontinuation.

2. This is the initial failure, which is that the SSO redirect fails because MVC sees the user identity (from the webmvc) token as authenticated / still valid, but according to Identity. Api itself The user token has expired. The identity is never recreated until the cookies are physically deleted.

 

Solution:

1. Added unauthenticated try catches to the base layout to handle situations where the error page is loaded without a user being authenticated. This at least prevents the browser discontinuation and displays the error page, we will need to look at improving this handling in future.
2. Made modifications to how the SingleSignOn token is handled by always expiring and then deleting the MVC cookies and forcing the re-authentication with Identity through use of an additional ChallengeCompleted flag. This then checks whether it is a new SSO request and re-initializes the identity auth-flow regardless of whether the Identity User is seen as authenticated or not.

 

---

Imports

There is an overlapping position error when terminating one employee and appointing another in the position in the same file (#126495)

Problem

• When importing for a position that does not exist in the system, the terminated record and transfer of the terminated record are handled as new appointments. When comparing the overlap, the terminated appointment's end date was not considered, thus causing the transfer to overlap the terminated record.

 

Solution

• Change the overlap check
  
• Add a unit test for the scenario

 

---

Notifications

Zoom Connect Credentials not persisting (#128180)

Problem

• Was calling an async method while not awaiting

 

Solution

• Added await to the call

 

---

 

 

Version 9.1.148 (24 February 2025)

Notifications

Notification sent out based on historical dates (#120742)

Problem

• Licence expiry notifications are sent for inactive subscriptions.
  

 

Solution

• Changed query to select only the latest subscription of the tenant
  

Zoom Connect Credentials not persisting (#128180)

Problem

• Was calling an async method while not awaiting

Solution

• Added await to the call

Add time to Welcome email (#124699)

Problem

• An error is given when the Welcome Notification button on a user profile is clicked.

Solution

• Fixed issue with getTemplates query

---

Ruleset Management

The payroll name is not saving and PowerShell cannot be null (#128236)

---

Performance Management

Copy Over Scorecard (#128182)

Inactive Rating Scale item still taken into account (#127347)

Hide Evaluation Summary Button on Rating Phase (#126277)

Problem

• Evaluation summary button shows in the rating phase for the employee even if the hide evaluation summary setting is on.

Solution

• Added setting test on missed Show Evaluation Summary button

Evaluation Summary Button and Modal Available on Employee Self-Rating Modal (#126278)

Problem

• Evaluation summary button shows in the rating model for the employee even if the hide evaluation summary setting is on.

Solution

• Added setting test on missed Show Evaluation Summary button

PM Module Not Working (#126464)

---

Job Profiler

List pages reverting to page 1 (#126261)

Problem

• When on the job profiler page and I go to page 2 and edit a record and navigate back it redirects to page 1. I want it to remember that I was initially on page 2

Solution

• Implemented a solution to remember the page, save it in local storage and when on the edit page I add the page to the query params of all back buttons and remove it from local storage. Thus it remembers the page but also forgets it when navigating completely away

---

Data Warehouse

Update Start Date in Group & Company; Add Secondary Positions (#121328)

Added the following fields:

• Role Allocation Percentage
• Start Date in Group
• Start Date in Company

Add 2 new interpolation fields (#127243)

Two additional Interpolation actual value fields have been added, one for the Employee's Actual Value and another for the Manager's Actual Value.

• InterpolatedManagerValue
• InterpolatedUserValue

Adjust DWH deployment workflow for V8 DWH packages (#126906)

---

Employee Import

Error on People Group Import Request under Integrations (#127998)

Problem

• The prevented import translation is not shown when requesting bulk imports within 5mins from each other

Solution

• Add logic to show the message when forbidden

---

Learning Management

No error detail if absent notification cannot be sent to Parent/Guardian (#123832)

Problem

• No indication anything is wrong only an empty cell within the columns email, name and surname

Solution

• Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing by using localized strings.

---

Version 9.1.147 (24 February 2025)

Performance Management

The evaluation Period drop down is emptied when you save/reload (#124214)

Problem

• The new Evaluation Period field is cleared every time the page reloads, even after saving

 

Solution

• Ensure the values are saved correctly even when reloading the screen

 

Inactive Rating Scale item still taken into account (#127347)

Problem

• When you configure the PM module with a rating scale of 5, for example, and the 5th rating is disabled, the PM calculation still includes the disabled rating.

 

Solution

• Disable the Active toggles when anyone has started rating - same as the delete rule
• Add a tooltip on the disabled Active
  • This rating value is already in use by some agreements
• Also, disable the Click to add another item 
• When a rating value has not yet been used and you make the item inactive, then this should not reflect as an option on the agreement when rating

 

---

Notifications

Schedule Setup: Able to save monthly (days of the week schedule) without specifying Weeks and Days (#86006)

Problem

• When selecting monthly as a schedule type the "Choose Weeks" and "Choose days" dropdowns did not show. Also validation issues

 

Solution

• Issue in the code that did not call correctly on the change event, so a fix for that has been implemented.
• Also added the requested validation styling on dropdowns

 

Email sent when new ruleset is created contains Reset OTP placeholder instead of actual OTP (#128113)

 

---

 

 

 

 

Version 9.1.146 (24 February 2025)

Notifications

The user who registers does not receive their email (#126173)

Problem:
When a new user registers on the system using the Identity auto registration functionality:

1. The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment.
2. The email confirmation email did not get sent out and the user could never continue with the registration

 

Solution:

• Ensure that when registering the default appointment gets created.
  
• Resolve the issue where the confirmation email was not getting sent out after the user registers.

 

Add time to Welcome email (#124699)

Problem

• When the Welcome Notification button on a user profile to is clicked, an error is given.

 

Solution

• Fixed issue with getTemplates query

 

---

Data Warehouse

Add 2 new interpolation fields (#127243)

• Two additional Interpolation actual value fields have been added, one for the Employee's Actual Value and another for the Manager's Actual Value.
  
  
• The previous Interpolation Actual Value field now serves as the Final Actual Value.
  
  
• Please add the following 2 fields from ContractPeriodSectionItems to the DWH & DD:
  • InterpolatedManagerValue
  • InterpolatedUserValue
  • Rename the InterpolatedActualValue on the DWH to "InterpolatedFinalValue"  (only change on DD and DWH for the client's benefit)

Adjust DWH deployment workflow for V8 DWH packages (#126906)

Grades Mismatched in Signify & SFTP (#126629)

The date field is not recognised as a date in the report filter (#125626)

---

Import

Error on People Group Import Request under Integrations (#127998)

Problem

• The prevented import translation is not shown when requesting bulk imports within 5mins from each other

 

Solution

• Add logic to show the message when forbidden
• Correct the domain errors for the job profiler and report builder that show only the translation key

 

---

Learning Management

No error detail if absent notification cannot be sent to Parent/Guardian (#123832)

Problem

• No indication anything is wrong only an empty cell within the columns email, name and surname

 

Solution

• Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing by using localized strings.

 

---

People Management

Error when a user tries to reset their password (#126175)

Problem

• When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role. This should not be done when the user is resetting their password.

 

Solution

• Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action. Also, change the message displayed when the user resets their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password."

 

---

Learning Store

Learning Store Description on the deactivated product does not contain any information (#125890)

Problem

• There is no description when the product is deactivated

 

Solution

• Add the description
  • The Learning Store module enables organizations to showcase their eLearning library to external users. It also integrates eCommerce, allowing the library to be made available for purchase.

 

---

Master Data

Load indicator shown indefinitely when clicking on person's profile (#127605)

Problem

Navigating to the requirements tab displays an error (#127019)

Seeded data not appearing in drop downs on Employee Profile (#126916)

---

Ruleset Management

Able to log into a deactivated ruleset (#126304)

Problem

• User could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.

 

Solution

• Bust the cache when activating/deactivating ruleset

 

---

Performance Management

Interpolation to allow decimal actual values (#126547)

Problem

• The interpolated ratings only allow capturing whole number actual values, the request is to allow to capture decimals.

 

Solution

• Make the interpolation ratings value column decimal and apply type changes accordingly.

 

---

 

 

 

 

Version 9.1.145 (24 February 2025)

Ruleset Management

Able to log into a deactivated ruleset (#126304)

Problem

• The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.

 

Solution

• Bust the cache when activating/deactivating the ruleset

 

---

Performance Management

Interpolation to allow decimal actual values (#126547)

Problem

• Cannot add decimal actual values

 

Solution

• Change the functionality to allow for decimals

 

Action plan copy from previous does not work as expected (#124270)

Problem
4 Action plan-related fixes on this PR.

1. This label was updated, it does not reflect Review Periods but rather the Review Setups
   

2. There was some confusion as to how the Copy Action Plans From Previous should work, the consensus between me, Bertie and Lee-Ann is that you can only copy from your previous review years. You cannot use this to copy APs from an earlier Review Period within the same setup (This should happen with the CreateContractFromPrevious fix 4)
   Changed the query for the review years to exclude the year for the current contract.

3. The Copy Action Plans From Previous was not copying all the information, only Name and Description. Including now all AP fields on the copy.

4. When doing CreateContractPeriodFromPrevious it must also copy any Action Plans that exist on that contract period. (which it did not do)

 

Solution

1. Updated the translation to correct the label to show Review Setup
2. Changed the query for the review years to exclude the year for the current contract.
3. Modified the Action Plan handlers and queries to select all the additional information and to also copy that when creating the item. Had to fix an update here and there
4. Added a new portion to the CreateContractPeriodFromPrevious handler to check if there are any action plans on the source and then copy that to the new contract. Tries to copy the Ad-hoc items as well as those assigned to specific KPIs.

 

As a Performance User, I want to have a button that will open the evaluation raters page (#123615)

Problem

• As a Performance User, I want to have a button that will open the evaluation raters page

 

Solution

• Added a button on the PM dashboard to go to the evaluation page.

 

As a Performance Management Administrator, I want to have an additional setting that hides the Evaluation Summary page from employees (#123617)

PM Error with Review Years (#126058)

Problem

• PM Dashboard is not loading.

 

Solution

• Fixed issue with urlHelper not resolving.

 

As a Manager, I want to see the Ratings per KPI on the Summary page (#123611)

Problem

• As a Manager, I want to see the Ratings per KPI on the Summary page

 

Solution

• Implemented, minimum maximum and average ratings per KPI and overall ratings

 

"Allow Interpolation" does not enable the switch on templates (#126195)

Problem

• The "Allow Interpolation" does not enable the switch on templates

 

Solution

• Added the AllowInterpolation to the view modal return.

 

As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081)

Problem

• As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous

 

Solution

• When the auto-copy setting is on, the section weights will copy from the contract, otherwise it will copy from the review

 

As a Manager, I want to print the Evaluation Summary (#123613)

Problem

• As a Manager, I want to print the Evaluation Summary

 

Solution

• Added a print preview page to show all details of the evaluation summary modal

 

Import the 360 score to PM (#112612)

• Add an Endpoint to return all Evaluation periods that are active from
• Add an Endpoint to pull the 360 scores based on a DateTime

• Add a Master Data Table in Performance Management called EvaluationPeriods
• Add a Job that pulls master data from V8 daily
  • Create a reusable job that can be used for multiple daily tasks in the PM service 
• Add two drop downs on value surveys on the Review Year, review setup
  • List of Evaluation Periods
  • The import options, option two is hidden when the setting: All manager to change value survey score, is off on the review setup
  • Store the data in the DB for the review year
• Add a Command that pulls the approved 360 scores from V8 via users
  • The command should only pull the data from the last successful import of data
  • The command should adhere to the import type of the review year item
  • Create a query to fetch the review year for the linked evaluation period, match the linked period by name to the linked evaluation period and user name received from V8
  • Use the query to map the data that should be changed for new scores and overriding current scores
  • Create a new bulk command based on UpdateContractSurveyCommand to update the value score recursively and save entities once
  • Use the import service to store the run dates of the import
• Automate the import with a quartz job in the Import service
  • The import service should call the PM service to perform the action
  • The import service is responsible for the external fetch of data
• Add a button to the integration tab to import the data from V8 to V9 on demand

 

Incorrect message when setting up Interpolation (#126467)

Problem

• An incorrect message is displayed when you set up interpolation mapping but start with the mapping at the bottom.

 

Solution

• Fixed the  issue where the  translation is broken when starting at the bottom rating first

 

---

Translations

Themes translation not showing on Login (#126618)

Problem

• Translations not pulling through to the login page

 

Solution

• Resolve the issue and make sure that the translations are displayed

 

---

Master Data

Seeded data not appearing in drop downs on Employee Profile (#126916)

• • Data in select * from v9_master_core.masterdata.Tables
  • Simple MasterData - should only consider name and ruleset id
  • Add unique constraints on the database for tables
  • In the MasterData engine catch translatable exceptions to display on front end if the unique constraint is violated

 

---

Job Profiler

ListUsersExport not returning all or correct information (#126458)

Problem

• The API call returns the OfoCode ID instead of the Name.

 

Solution

• Corrected the Select statement to return the OfoCode Name

 

---

Notifications

Add time to Welcome email (#124699)

Problem

• When the Welcome Notification button on a user profile to is clicked, an error is given.

 

Solution

• Fixed issue with getTemplates query

 

Copy template does not copy the attached files on the Email panel (#101268)

Problem

• When the template is copied, the attachments are missing from the newly copied template.

 

Solution

• When copying a template, the original template's attachments will also be copied.
  
• Fixed next cloud copy

 

Schedule Setup: Able to save weekly schedule without specifying days of the week (#85993)

Problem

• When on the notification schedular setup form, the validation styling does not work.

 

Solution

• Implemented a workaround fix to add the styling to a multi-select Select2

 

Indicate customised templates (#126054)

Problem

• Indicate for each email template whether the template has been customized.
• The Restore To Default button should only be clickable for customized templates and added tooltip to the button.
• Move the Dashboard tab at the bottom and rename it to Statistics.
• The back button on the template view page must keep the search results and the opened tab.

 

Solution

• When a template is customized, a checkmark is shown on the custom column and a tooltip is added: "This template has been customized.". If a template is restored, the checkmark is removed.
• Restore to default will be disabled if the template is not customized.
• The search results of the templates table persist if the template is edited and the back button is used.
• The dashboard tab is renamed to Statistics and moved to the bottom of the tabs.

 

Extra detail to be added to all templates (#126050)

Problem

• For all emails that are sent, add Tenant ID, Ruleset ID and template ID (And a C if the template is customized) at the bottom of emails. Also, show the codes on the template list.

 

Solution

• All emails that are sent have a light grey code at the bottom with the format: [T{TemplateId}R{RulesetId}-{TemplateId] - [T17R2-44] or [T17R2-44 C] for customized templates. The code is also added to the template list

 

---

Data Warehouse

Grades Mismatched in Signify & SFTP (#126629)

Problem

• Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues)

 

Solution

• Adjusted PeopleGroupUsers task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons

---

Organisational Structure

As a person with access to the Organisational Structure, I want to see the linked positions on the same page (#124045)

• Hide the Search option in the Header of the page
• When clicking on the Organisational Structure menu under the gear, the landing page should include the linked positions - the page is split into two
  
• The first time the page is accessed, only the Organisational Units are shown on the left
  • Expand the first 3 levels of the org chart when opening
    • Suggestion: Add buttons to open the levels
  • The drag & drop functionality of org units should still apply
  • The Add, Edit and Delete functionality should still be available ()
• Add a tooltip on the ([nr] People, [nr] Vacancies, [nr] Inactive)
  • Underline the text
  • When clicking on this text, load the positions on the right
• When clicking on an Org Unit, show the linked positions on the right
• When clicking on the arrow to the left of the org node (), expand the org node but don’t load the positions.  It would be great if clicking on  it could also expand (without loading the positions).
• Only load the positions when clicking on the part ([nr] People, [nr] Vacancies, [nr] Inactive)
• The ability to drag & drop positions to other org units should still be available
• The filters should be:
  • Filled Positions (Default) 
  • Vacant Positions
  • Inactive Positions
  • All
• When no positions are linked to an Org Unit, show a placeholder
  • Text (Add translations for the text)

    • There are no positions in this organisational unit.

      There could be positions in subordinate organisational units.

• Add a + Position button on the right

  • This will work the same as when appointing a person

    • Job Title field should be blank

    • When selecting a job title from the drop-down, change the position title to the same value, after which the user can update the position title.  Do this on every Job Title change, even if the position title is populated.

    • Location in organisation to be auto-completed

  • Open in a new tab, but hide the menu

• Add an anchor tag when the person is a Job Profiler Admin

  • ​​​​​​​When clicking on the job, open the job details in a new tab

 

---

Tenant Management

Unable to copy the link of a newly created Tenant's URL (#125624)

Problem

• Unable to copy the link of a newly created Tenant's URL

 

Solution

• Changed the URL to use the Clipboard API, with a fallback for older browsers.

 

---

Access Management

Change the System Access page to ensure there is no scroll bar at the bottom (#124625)

Problem

• When on the access management page the page overflows and pushes everything of the screen, no matter what you zoom size is.

 

Solution

• Found that the problem is the initialisation of the text areas, when one is initiated it creates a container and when the second is also initialised it creates another container that is exactly the same. Added a check to not add a second container on both.

 

Add uptime indicator (#125149)

---

Import

As a person with access to a person's profile, I want to have the Location field synced to v8 (#122839)

• Add location to the user export on V9
• Map the location on V8 to the bulk employee import
• Implement location in the menu import

The validation message is incorrect when there is an issue with a position end date (#120182)

Problem

• Incorrect error validation message

 

Solution

• Corrected error validation message

 

---

People Management

Change search text (#126051)

Problem

• When filtering with either the search or the surname picker or both the search text should display accordingly

 

Solution

• Implemented the changes to show the correct text as requested

 

---

Kudo Widget

Send Kudo notification (#122323)

Problem

• An email should be sent when the Kudo has been saved by the person sending it.

 

Solution

• Added notification for the person receiving the Kudo

 

---

People Groups

People groups - automatically create a people group when a manager opens system menus (#124188)

The error displayed when viewing a list of employees on a people group (#125951)

Problem

• The error displayed when viewing a list of employees on a people group

 

Solution

• Saw that there were changes made to the query and the query broke, thus the reason for the error

 

---

Report Builder

Create a log entry when NextCloud credentials are invalid (#126158)

---

Version 9.1.144.3 (Support Release - 18 February 2025)

Performance Management

Copy Over Scorecard (#128182)

 

---

 

Version 9.1.144.2 (Support Release - 14 February 2025)

Translations

Themes translation not showing on Login (#126618)

Problem

• Translation is not pulling through to the login page

 

Solution

• Implement the translations on the login page

 

---

Ruleset Management

Able to log into a deactivated ruleset (#126304)

Problem

• User could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.

 

Solution

• Bust the cache when activating/deactivating the ruleset

 

---

Master Data

Seeded data not appearing in drop downs on Employee Profile (#126916)

Problem

• Location, country and province master data are not displayed in the "Address" section due to conflicting component names which also appear in the "Summary" section.
  
  

Solution

• Give unique names to the component elements, ensuring that the master data correctly displays on both "Address" and "Summary" sections

 

Job Profiler: Navigating to the requirements tab displays an error (#127019)

Load indicator shown indefinitely when clicking on person's profile (#127605)

---

People Management

Error when the user tries to reset their password (#126175)

Problem

• When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role. 
• This should not be done when the user is resetting their password.

 

Solution

• Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action.
• Also, change the message displayed when the user resets their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password."

 

---

Notifications

The user who registers does not receive their email (#126173)

Problem

When a new user registers on the system using the Identity auto registration functionality:

1. The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment.
2. The email confirmation email did not get sent out and the user could never continue with the registration

 

Solution

• Ensure that when registering the default appointment gets created.
  
• Resolve the issue where the confirmation email was not getting sent out after the user registers.

 

Email sent when new ruleset is created contains Reset OTP placeholder instead of actual OTP (#128113)

---

Performance Management

Unable to Link Scorecards to Users (#127841)

Problem

• When loading large people groups the select lists fail to load, the search does not work, the job grade and job profiles do not include all the options

 

Solution

• Add a new list search and replace select 2
  
• Implement and refactor appointment and performance queries to user-materialised people group users
  
• Change load all to be limited to 1000 records
  
• Remove the filter on existing performance contracts

 

---

 

 

 

 

Version 9.1.144.1 (Support Release - 13 February 2025)

Translations

Themes translation not showing on Login (#126618)

Problem

• The translations on the login page are not working

Solution

• Ensure the translations pull through to the login page

---

Ruleset Management

Able to log into a deactivated ruleset (#126304)

Problem

• The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.

Solution

• Bust the cache when activating/deactivating the ruleset

---

People Management

Error when a user tries to reset their password (#126175)

Problem

• When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role. This should not be done when the user is resetting their password.

Solution

• Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action.
• Also, change the message displayed when the user reset their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password."

---

Master Data

Navigating to the requirements tab displays an error (#127019)

 

Load indicator shown indefinitely when clicking on person's profile (#127605)

---

Notifications

The user who registers does not receive their email (#126173)

Problem

When a new user registers on the system using the Identity auto registration functionality:

1. The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment.
2. The email confirmation email did not get sent out and the user could never continue with the registration

Solution

• Ensure that when registering the default appointment gets created.
  
• Resolve the issue where the confirmation email was not getting sent out after the user registers.

---

Version 9.1.144 (3 February 2025)

People Groups

The error displayed when viewing a list of employees on a people group (#125951)

Problem

The error displayed when viewing a list of employees on a people group

 

Solution

I saw that there were changes made to the query and the query broke, thus the reason for the error

 

---

 

Version 9.1.143 (3 February 2025)

Tenant Management

Able to log into a deactivated ruleset (#126304)

P&S

---

Import

Employee Data Import error (#126586)

Problem

• The pre-import does not validate duplicates correctly when the strings have different cases
  
• The staging translation does not display correctly

Solution

• Add case-insensitive checks in the pre-import validation for
  • Duplicate usernames
• Job with code ({item.JobCode}) has differing data: {jobProfilerValidation} for fields Job code, Occupational Categories, OFO code, job grade
  
• Position {item.PositionTitle}({item.PositionCode}) has different position titles for fields Position Code
  
• More than one active appointment for a position. on position code
• Corrected and added missing translations

---

Version 9.1.142 (3 February 2025)

Imports

[Imports] [Auditing] ValueObjects in tables are not audited (#116420)

Problem

• When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not evaluate the Value Object properties of the Entity.

Solution

• Unfortunately, there is no easy way to directly check the previous vs current values of Value Object properties as you would do with a normal entity property change.
• Value Objects are essentially immutable and any 'change' deletes the previous entity reference and adds a new one.
• To still be able to pick up changes, however, you can access all the 'Added' reference entities of an entity (the value objects essentially) and then compare that to the list of deleted entities from the Change Tracking.
• If it is the same type and has the same FK then assume that this Deleted entity is the pre-change version of the Added entity.
• Once the deleted entity is retrieved compare Added against Deleted properties and return true if any changes.

Employee data import error (#125558)

Problem

• The org nodes are duplicated when no org structure exists and multiple users are linked to the node
  
• When importing nodes with accents in the name the import fails
  
• The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur

Solution

• Remove unused caching check between node creation and replace with existence check on the newly created nodes
  
• Add accent escapes when querying the existing org nodes.
  
• Reorder the bulk import types

Import error on click of Recruitment Requisition (#125962)

Problem

• Cannot import employee number with a plus into V8 from V9 e.g. LM+2

Solution

• URL encode the query string params to ensure when decoded in V8 chars like + is not replaced by a space

---

Report Builder

Report Builder: Add Improvement Strategy Field (#125557)

Problem

• Add the "Improvement Strategy" Field to the report builder
  
  

Solution

• Added Data Source "Competency Proficiency Level" to the report builder that also contains the field "Improvement Strategy"

Auto-scroll when dragging and dropping columns (#123392)

Problem

• Dragging columns did not result in the table scrolling as you drag.
  

Solution

• Ensure that the table scrolls as you drag the columns.

---

Header

Search and bulleting icon needs more padding between them (#113538)

Problem

• Search and bulleting icon needs more padding between them
  
  

Solution

• Using bootstrap classes to space elements evenly.

---

Notifications

Fix Email template (#125873)

Problem

• HrProcessRequestMoreInfo has an incorrect event and recipient attached.

 

Solution

• Fix foreign keys on Templates and Recipients tables for the HrProcessRequestMoreInfo template

---

People Management

Login Details (#126207)

#1
Problem

• Contact numbers can have special characters included that is not cached by the int tel input IsValidNumber validation.
  
• For example '575-12345' is allowed, however, this breaks the V8 import which is not allowing the numeric values.

Solution

• Strip any special characters from the input, only allow numeric 0 - 9, spaces and '+'
  
  

#2
Problem

• The en-GB product unavailable translation still has the contact support@signify.co.za. Was requested to change to contact your administrator

Solution

• Change the translation to "contact your administrator"

Reduce unnecessary page load on edit page (#124704)

Problem

• Inconsistent cursor on user profile's nav tabs

Solution

• Changed the cursor to hand on the tab headings.

Disabled user (#126341)

Problem

• When a user is imported the materialised people group users cache is not busted

Solution

• Consolidate the materialised people group users busting using events within the cache implementation service to ensure when Bust the Redis people group then the DB will also be busted.
• Simplified the code in the services to only use the cache implementation service to bust the people group cache.

---

Performance management

PM Interpolation should allow 0 value (#126280)

Problem

• Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied to the lowest rating

Solution

• Change the interpolation actual value validation to allow capturing of zero as a value. Note that negative values are still blocked.

Allow Employee and Manager ratings on interpolation (#126340)

Problem

• Interpolation was based on having a single Actual Value, however client requested that we allow for the manager & person to capture individual actuals as there are scenarios where the actuals might be disputed.

Solution

• Added actual value columns for person and manager, saved relevant actual value according to which person is rating modified queries and react state assignment to set relevant fields correctly.
• Fix the issue on the Dashboard where the contract is not moved to the overall section if all items are interpolated

---

Data Warehouse

V8 - Add package set to do a full refresh of data (#126236)

---

Translations

Language Translation not saving (#126551)

Problem

• The save button does not enable when going to a different tab than 'global' and also not when searching. The issue is that the 'active culture' gets overwritten because of incorrect lookup to the wrong nav-tabs which resulted in it not picking up the correct stored translation mapping and not determining any changes.
• The second problem is when searching or reloading the page on the current sub-tab, the Save button does not work, this was because the form to post is defaulted to {culture}-global and not to whatever tab you are currently on.

Solution

• Correct the determination to get the active culture by not looking at subTabs.
  
• Change the submit buttons related to form ID to post to on page load

---

Master Data

Change Activities field length on master data (#126538)

Problem

• The PM Master data text areas are limited to 2000 and not the standard text area max input. Activities however allow for this on Template and Contract levels. 

Solution

• Allow a 4000-character limit when the field is Activities.

---

Version 9.1.141 (3 February 2025)

Imports

Employee data import error (#125558)

Problem

• The org nodes are duplicated when no org structure exists and multiple users are linked to the node
  
• When importing nodes with accents in the name the import fails
  
• The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur

 

Solution

• Remove unused caching check between node creation and replace with existence check on the newly created nodes
  
• Add accent escapes when querying the existing org nodes.
  
• Reorder the bulk import types

 

User Import: Change appointment import to import by action type (#121473)

Problem

 

---

Report Builder

Auto-scroll when dragging and dropping columns (#123392)

Problem

• When dragging and dropping a column to another position, you can only drag to the field that is left on the screen, even if there are other fields to the left of the list.  
• This means that you must drop the field where you can, wait for the page to reload, scroll to the field again and drag it further left.

 

Solution

• While dragging it “past the left”, the result set must scroll to the right until you get to the preferred fields and then drop the column

 

---

 

 

Version 9.1.140 (3 February 2025)

Performance Management

Add setting to switch interpolation ON and OFF - default should be OFF (#123353)

Problem

• Interpolation is ON by default and causes unnecessary confusion

 

Solution

• Added a "Allow Interpolation" setting to the review setup

 

Adjust the weight of the existing period when adding a new Review Period (#87333)

Problem

• When adding a new Review Period you are only asked to provide a description.
• After saving, the item will be added with a weight of 0.
• This means that you need to edit that item again to change the weight.
• In addition, the first period is automatically added with a weight of 100, meaning that you will need to edit that item first before you will be able to set the weight of the new item.

 

Solution

• Add a weight field to the "+ Review Period" modal, so that you can set the weight of the new item.
• Consider adding a method to automatically adjust the weights of existing sections when a new period is added.
  • Example: 100 - the weight of the new item divided by the number of existing items. This should only happen when a new item is added not when you edit existing items

 

When the Employee or Manager scores are approved, change the dial colour to green (#123492)

Problem

• When the Employee or Manager scores are approved, change the dial colour to green

 

Solution

• Implemented check to check if ratings are approved to change the dials to green

 

Dock the preliminary scores while scrolling (#123490)

Problem

• When the top section of the performance management contract collapses, then display the employee, manager and final ratings.
• This will allow the users to keep seeing these scores while scrolling.

 

Solution

• Implemented changes to show score dials on a collapsed user banner as well

 

---

People Management

Saving phone numbers under a different country flag icon reverts to the South African flag (#124046)

Problem

• When selecting a country code and entering a number the number is saved with a code and in the correct format but when doing a get to patch the value it does not convert it correctly and from there on the format is wrong

 

Solution

• Fixed the issue by converting the number to the correct format each time before it was saved

 

[My Profile] Update sign-in page layout (#124698)

Problem

• The width of the rows is too large.

 

Solution

• Truncated the platform column and added a tooltip to show the entire platform value.

 

Reporting line fixes (#124701)

Problem

On the modal when selecting a person on a reporting line:

• A pointer is not shown when hovering over the items.
• The search bar is not focused

 

Solution

• Changes the cursor to a pointer when hovering over the items, and autofocus the search bar when the modal opens.

 

Add the ability to remove all roles (#124697)

Problem

• No functionality to unlink all roles of a user.

 

Solution

• Added a button that will unlink all the roles of the user.

 

Reduce unnecessary page load on edit page (#124704)

Problem

• Inconsistent cursor on user profile's nav tabs
• On the user profile page, when clicking on a parent tab, it unnecessarily loads the first child tab

Solution

• Changed the cursor to hand on the tab headings.
• Changed the user profile navigation to not load the first child tab if a parent is selected. A child tab must be selected to load the content. Also added functionality to reload tab content if an already active tab is selected again

 

Display the full "Vacant From" date when changing a person's position (#124062)

Problem

• When changing a person’s position, On the modal where you select the Org and vacant Position, the "Positions Vacant From" date is cut off on certain screens. Please ensure that the whole date is displayed. On some screens, the last digit is completely hidden.

 

Solution

• Increased the width of the date input.

 

Appointment date verification (#124702)

Problem

• A termination date before the start date can be selected

 

Solution

• Added a minimum to the termination date, which is the start date of the active appointment

 

---

Main Dashboard

Capitalise "All Company Values" (#121397)

Problem

• The heading should be uppercase and the Values should be normal Caps.

 

Solution

• Changed the modal heading to uppercase and the accordion headings to capitalize

---

Learning Store

Add product and menu for the learning store (#124712)

Business Rules

• Add a new product learning store that can be activated
• Add menu in product learning store
  • When the menu is clicked the learning store page must be loaded for the active theme and ruleset's schema in a frame

• • Remove the header and replace the nav bar buttons with standard buttons- Browse Courses, Currency, Basket
  • Remove the login options drop-down
  • Add a spanner icon to navigate quickly to the learning store settings
  • When clicked load the panel

• • The learning store panel shows the quick link options of the learning store depending on whether e-commerce is on

---

Learning Management

[Pathways] [Marksheet] [Notifications] The variable for the class name is not replaced in the subject (#124534)

Problem

• The Class placeholder still showed in the marksheet notification subject.

 

Solution

• Added the class name to the notification query.

 

[Pathways] [Class/Group] [Marksheet] Show loading indicator when you click save on a mark sheet (#124280)

---

Kudos

Send Kudo notification (#122323)

Problem

• An email should be sent when the Kudo has been saved by the person sending it.

 

Solution

• Added notification for the person receiving the Kudo

---

SigniChat

Load More shown when only 1 search result is returned (#121539)

Problem

• On the direct chat recipient list, if only only one search result is returned, the Load More button icon is shown at the bottom of the Chat panel.

 

Solution

• Added fix to hide load more button if the search is being used

---

Layout

Move banner items to have the same space everywhere (#124619)

Problem

• The bulletin message button is too close to the search bar.

 

Solution

• Added space between the button and the search bar.

---

HR Processes

Unable to see who is set on a position when clicking on the populated drop-down (#123366)

Problem

• The fallback configuration position drop-downs display only the top 50 records. When you select someone not part of the initial list of 50 people, the selected person will not be automatically selected in the drop-down, when you open the drop-down.

 

Solution

• Always add the selected person to the list, even if not initially part of the list, so that it will be selected when opening the drop-down.

 

Create a job to substitute a terminated person with a Fallback approver (#123554)

Business Rules

• Create a job that substitutes a terminated person with a Fallback approver

 

As a Fallback Approver, I want to receive a notification (#123552)

• Create a specific email for the Fallback approver:

Dear [***ApproverName***] [***ApproverSurname***]

You have been identified as a fallback approver for [***ProcessName***] submitted by [***SubmittedByName***] [***SubmittedBySurname***].

Click on the link below to review this request.

[***UserInboxLink***]

Please contact HR for additional assistance.

 

Kind regards,

HR Team

 

As a Fallback Approver, I want to have a section to view all open requests where I can be an approver as a Fallback (#123555)

Business Rules

• Create a section for “OPEN REQUESTS AS FALLBACK APPROVER”
• This section should show all open requests where this (fallback approver) could potentially have been a fallback approver.
  • When clicking on  the tab:
    
    • Determine all the org units for which the user is a fallback approver
      
    • Get all the employees in the selected orgs, and sub orgs
      
    • List all the open requests for the abovementioned employees
      
    • On all the cards that are “in progress”:
      
    • Show the APPROVE / DECLINE button – similar to what we do now for the Fallback approver, but on the “next card”
• When opening it, at the bottom of the screen, show an “ESCALATE” button:
  • This button should request a reason, and then mark this card as “Escalated” and pass it to the next person in the approval line
    
  • The last card cannot have an “ESCALATE” button.
    
  • Perhaps the escalation can be combined with the existing option that the fallback approver has

 

---

Organisational Structure

Incorrect counts displayed (#121311)

Problem

• The number of users shown on the org structure did not match with the number of users on the org unit people groups.

 

Solution

• Added condition to get users for the org unit people groups only where the job profile is published.

 

Change hover text for 'Move Position' (#124737)

Problem

• Renaming of tooltip
  

 

Solution

• Rename the tooltip from "Move Positions" to "Postitions"

 

---

Tenant Management

Styling on expired tenants to be changed (#120195)

Problem

• The tenants expiring soon as well as expired tenants have the orange label

 

Solution

• Only show the orange label for tenants who will be expiring soon. Show normal text for the expired tenants

 

Add name and code to modal header (#124740)

Problem

• The Update Subscription modal does not show the Tenant Name. 

 

Solution

• Added new translation and added Name and Code for tenant to the update modal header

 

---

Ruleset Management

Ensure all languages start with a capital letter (#124736)

Problem

• Not all languages in the ruleset setup dropdowns are capitalized.

 

Solution

• Capitalize the languages in the dropdowns

 

Indicate 'Not Published' Languages (#124741)

Problem

• Show a “Not Published” orange pill next to the languages that are enabled, but that are not published.

 

Solution

• In the available languages dropdown, added an orange "Not Published" pill for enabled but not published languages.

 

---

Master Data

Rename fields (#124738)

Problem

• Rename fields - User File Categories to People Document Categories and fix PermitTypes not having a space

 

Solution

• Added necessary translations to fix the issues with field names.

 

Company Values display (#124739)

• When adding a list of items underneath each other in the field “How do we live it out” on the Master Data, it shows as a wrapped paragraph.  
• Do not strip out the HTML.

 

---

Notifications

Add time to Welcome email (#124699)

 

Implement Priority Emails (#124030)

 

Dates on Schedule Setup are not shown in the preferred language set by the user (#124706)

Problem

•  The date fields are shown in the American date format, even though the preferred language is set to English (UK).

 

Solution

• Replace jQuery date pickers with MDB and fix saving of UTC dates on schedules

 

Notification - create a standard e-mail template for errors on web MVC for the last 24 hours (#123354)

• Create a standard e-mail template to send daily for errors on webmvc. 

 

Restoring to Default does not remove documents attached to Template (#101344)

Problem

• When an email template is restored to default, the old attachments are still on the template.

 

Solution

• The attachments are now deleted if a template is restored to default.

 

---

Language

Capitalize the first letter of the other languages (#121390)

Problem

• When a user selects their preferred language All the languages are capitalised except Portuguese and French. This is because of the method use to get name makes use of those languages' capitalisation norms. This does not look right on the system

Solution

• Implemented a workaround to not make use of the capitalisation norms so that everything is standardized across the entire system

 

Page reloads when searching in a module (#103759)

Problem

• When making use of the global search on the language page the entire page reloads and reverts to the "global" subtab. No implementation was done to keep track of the active tab

 

Solution

• Implemented a fix to not reload the page and keep track of the active sub-tab.

 

---

People Groups

Incorrect heading for the Org path column (#124530)

Problem

• Incorrect heading for the Org path column
  

Solution

• Ensure the correct heading is displayed on the table for the org path column

---

Audit

ValueObjects in tables are not audited (#116420)

Problem

• When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not evaluate the Value Object properties of the Entity.

Solution

• Unfortunately, there is no easy way to directly check the previous vs current values of Value Object properties as you would with a normal entity property change. Value Objects are immutable; any 'change' deletes the previous entity reference and adds a new one.
• To still be able to pick up changes, however, you can access all the 'Added' reference entities of an entity (the value objects essentially) and then compare that to the list of deleted entities from the Change Tracking.
• If it is the same type and has the same FK then assume that this Deleted entity is the pre-change version of the Added entity.
• Once the deleted entity is retrieved compare Added against Deleted properties and return true if any changes.

---

Imports

Employee data import error (#125558)

Problem

• The org nodes are duplicated when no org structure exists and multiple users are linked to the node
  
• When importing nodes with accents in the name the import fails
  
• The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur

Solution

• Remove unused caching check between node creation and replace with existence check on the newly created nodes
  
• Add accent escapes when querying the existing org nodes.
  
• Reorder the bulk import types
• Correct 1000 appointment recursion error

Signify Employee data import API (#122932)

Add the option on the payroll connector to save and validate a PowerShell script used for import

• When adding a payroll connector
  
  • Move the payroll connector provider to the top of the modal
    
  • Add a new provider Powershell
    
  • When the provider type is Powershell
    
  • Change the display of the screen and show the following fields
    
    • Name - Textbox
      
    • Powershell Script- Text Area
      
      • The text area is pre-populated with a PowerShell script for import from Signify's own APIs. This script servers as the base to be customised from
        
    • Import Enabled- Toggle
      
  • When the user saves the page the script is run without staging the data
    
    • When the PowerShell script can run through and return data in the format to be stagged the script is valid
      
    • Otherwise through an error
      
  • When the manual processing button is clicked then the Powershell script will run and stage
    
    • When more than one PowerShell script is added then all the data will be stagged and processed as a single import only keeping the latest record per user should a user be returned in multiple Powershell scripts
      
  • Each provider's connectors will be processed together and will not include other providers
    
    • This means Payspace connectors will be grouped and Powershell connectors will be grouped and processed as a batch separately.

Create a PowerShell connector command to process connectors of this type per the ruleset

• The handler retrieves all the PowerShell connectors for active rulesets
• All the connectors for a specific ruleset must be processed as a batch
  • The users from multiple connectors will be stagged and imported as a single import
  • Should a user be returned by multiple connectors only the latest user according to appointment data should be imported
• Log all steps in the handler as an import occurring and display the status on Notifications| Imports

• Consider the implementation of custom run space when running the import

• Reuse the current payroll connector job to also process powershell connectors

Create SQL notification for support

---

Report Builder

Changes to Styling on Full Report page (#121257)

Problem

• When on the Full report page of the report builder and you scroll down the headers are scrolling out of the page thus it is hard to see which column is for what.

Solution

• Implemented sticky headers so the headers always show when scrolling

 

Scrollbars to be implemented (#120403)

Problem

• Headers were not sticky and the user needed to scroll up every time to see headers.

 

Solution

• The preview headers were made sticky

---

Data Warehouse

Add Improvement Strategy Field (#125557)

Problem

• The Improvement Strategy field is not available when creating a report

Solution

• Added the field in the Data Warehouse for selection

Version 9.1.139.2 (Support Release - 27 January 2025)

Performance Management

PM Allow Employee and Manager ratings on interpolation (#126340)

Problem

• Interpolation was based on having a single Actual Value, however, a client requested that we allow for the manager & person to capture individual actuals as there are scenarios where the actuals might be disputed.

Solution

• Added actual value columns for person and manager, saved relevant actual value according to which person is rating, modified queries and react state assignment to set relevant fields correctly.

 

---

Imports

User Import: Change appointment import to import by action type (#121473)

Split the processing of appointments by action type and process in order

 

Employee data import error (#125558)

Problem

• The org nodes are duplicated when no org structure exists and multiple users are linked to the node
  When importing nodes with accents in the name the import fails
  The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur

 

Solution

• Remove unused caching check between node creation and replace with existence check on the newly created nodes
  
• Add accent escapes when querying the existing org nodes.
  
• Reorder the bulk import types
• Corrected org node duplication within the same sheet. Corrected accents issue when constructing the org page.
• Reordered org import to V8 from V9
• Correct staging translation error message
• Correct duplicate org nodes when importing with an org code that exists on the DB
• Correct 1000 appointment recursion error 

 

---

 

 

Version 9.1.139.1 (Support Release - 24 January 2025)

Performance Management

PM Interpolation should allow 0 value (#126280)

Problem

• Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied to the lowest rating

Solution

• Change the interpolation actual value validation to allow zero to be captured as a value. Note that negative values are still blocked.

 

---

People Management

Special Characters on Contact Numbers (#126207)

#1
Problem

• Contact numbers can include special characters not caught by the int tel input IsValidNumber validation.
  
• For example '575-12345' is allowed, however, this breaks the V8 import which is not allowing the numeric values.

Solution

• Strip any special characters from the input, only allow numeric 0 - 9, spaces and '+'
  
  

#2
Problem

• The en-GB product unavailable translation still has the contact support@signify.co.za. I was requested to change to contact your administrator

Solution

• Change the translation to "contact your administrator"

 

---

Data Warehouse

Report Builder: Add Improvement Strategy Field (#125557)

Problem

• Add the "Improvement Strategy" Field to the report builder
  
  

Solution

• Added Data Source "Competency Proficiency Level" to the report builder that also contains the field "Improvement Strategy"

 

Final Score calibration (#126258)

Problem

---

 

Version 9.1.139 (14 January 2025)

Performance Management

Rate Button not displaying (#125563)

Problem

• Rate button not shown to either party when both have submitted but one or the other has rated but not yet submitted ratings

Solution

• Fix contract state calculation to correctly determine when ratings are in progress when Objectives are completed and when ratings are partially done.

 

Dashboard screen (#125269)

Problem

• The contract details do not show when the review year if the current date is not within the period.
  
• Error translation not shown correctly

 

Solution

• Remove the filter and add ordering on the review year start
  
• Correct translation key

---

People Management

Employees Org Structure not syncing correctly from V9 to V8 (#125562)

Problem

People Management: Go to another does not work (#125569)

Problem

• When the summary tab is active on the people management edit, then go-to another does not work

Solution

• Change the selector to fall back to the default summary tab when no subtab is found that is active

---

Tenant Management

Tenant creation not completed (#124774)

Problem

• When creating a tenant and the logged-in user's username is the same as the tenant administrator's email address, the tenant creation fails.

Solution

• Remove the copy of the logged-in user when creating a new ruleset for the new tenant

---

Version 9.1.138 (13 January 2025)

People Management

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

The page is shown as blank after Saving on editing details (#124445)

Problem

• When saving or refreshing some subtabs on the people management profile, the tab content shows blank.

Solution

• Fixed the issue where only the parent tab, instead of the sub-tab, was always loaded when reloading the page.

---

Content Management

Confirm the content server setting error (#125366)

Problem

• Cannot upload the employee data file

Solution

• Corrected the password of the production next cloud setup

---

Data Warehouse

Create a report to show the Tenant details (#116757)

A new report has been created to show the Tenant details

• Tenant Name
• Ruleset Name
• Ruleset Active
• Number of People - All
• Number of People - Active
• Module Name
• People Management
• Performance Management
• eLearning
• Career and Succession Planning

The value in each of the module’s columns can reflect the licenced employees for the module

Data Source items to be added to the Data Source list (#124057)

Add fields to HR Processes:

• Request Reference number
  
• Comment for each approver (currently, there is only one 'Comments' field)
  
• Request for more information Comments per approver
  
• Uploaded Files per request
  
• Requester details

Add fields to the DWH for the PowerBI reports (#124564)

Problem

• Required fields for a client's dashboard needs to be added to the V8 and V9 Data warehouse
  
  

Solution

• Added required fields for Netcampus within V8 and V9 Data warehouse

---

Main Dashboard

Dashboard screen (#125269)

Problem

• The incorrect contact details are displayed on the main dashboard when a user has multiple contracts in the last year where the review years have the same start date.
• When the conversion of the work anniversary fails the people dashboard does not load.

 

Solution

• When a review year is not active or deleted exclude it, order the results by the period start, review year start and the display order of the review years.
• Simplify query with inner selects to avoid unnecessary duplication of data
• Add a try-catch to return an empty string when the conversion fails rather than breaking the whole page and preventing the user from continuing

 

---

 

Version 9.1.137 (13 January 2025)

Performance Management

Set Value Survey score to be included when importing (#119743)

Problem

• When calibrating value surveys, if the value survey has been excluded the calibrated score is not included in the calculation because of the survey being excluded.
• Can then only be set from the front end.

 

Solution

• Ensure when calibrating value surveys that it is included (Excluded = false).

 

[Interpolation] Reset the modal after entering the actual value (#121040)

 

Nextcloud error pages is displayed when I click the Subordinates button (#124594)

Problem

• On environments where there are separate path bases the subordinate view URL is incorrectly calculated as
  "https://kubernetesdev.signifyhr.co.za/Spa/master/performanceManagement/Dashboard"
  instead of
  "https://kubernetesdev.signifyhr.co.za/master/Spa/performanceManagement/Dashboard"
  
• It works if there is no pathbase eg local and uat and live
  "https://live.signifyhr.co.za/Spa/performanceManagement/Dashboard"

 

Solution

• Changed the URL generation so it correctly prepends the path base Eg 'master' before the entirety of the generated URL.

 

---

People Management

Person who is terminated on today's date should still be able to log in until midnight (#124279)

Problem

• A person who has been terminated, cannot log in on the termination date

 

Solution

• Change the log-out date to midnight

 

[Profile Summary]: Only underline on Hover (#124268)

Problem

• Only underline on Hover

 

Solution 

• Add underline on hover.

 

[Profile Summary]: The Summary section does not get Docked/Pinned to the top (#124385)

Problem

•  The Summary section does not get Docked/Pinned to the top

 

Solution

• Dock the Summary section when a user scrolls on the page 

 

Issues with mobile phone numbers (#124248)

Problem

• There should not be a space between the numbers.

 

Solution

• Trim the contact numbers on the ListUsersExport call 

 

---

Ruleset Management

Error on creation of ruleset (#124289)

Problem

• The support user is created before the ruleset creation completes on account and the ruleset created is consumed on the job profiler service.
• This causes the ruleset creation process to fail.
  
• The ruleset-created email is sent even when the ruleset fails to create

 

Solution

• Remove all the event consumers RulesetCreated
  
• Move work done by the consumers to a gRPC endpoint per service
  
• Create a new event CreateRulesetEvent with consumer CreateRulesetEventConsumer that is published after the ruleset has been created on the account service
  
• The new consumer calls each service to use gRPC to create the ruleset on the service
  
• Only once all the services have been created in the system and support users have been created
  
• As a final step, the notification is sent that the ruleset has been created
  
• The consumer has been constructed for retry only running the request that has not been completed again

 

Add functionality to retry the creation process of a ruleset which failed to create (#110754)

Problem

• Currently, if a ruleset fails to create, you are stuck, there is no way for you to retry it.
• This applies only to failed rulesets, and not rulesets still in the process of creating/copying.

 

Solution

• Add an option to retry the creation/copy process. When clicked, send the RulesetCreatedEventConsumer message to the failed services.

 

Tenant creation not completed (#124774)

Problem

• When creating a tenant and the logged-in user's username is the same as the tenant administrator's email address, the tenant creation fails.

 

Solution

• Remove the copy of the logged-in user when creating a new ruleset for the new tenant

 

---

Imports

Signify Employee data import API (#122932)

• • Move the payroll connector provider to the top of the modal
    • Add a new provider Powershell
  • When the provider type is Powershell
    • Change the display of the screen and show the following fields
      • Name - Textbox
      • Powershell Script- Text Area
        • The text area is pre-populated with a PowerShell script for import from Signify's APIs. This script servers as the base to be customised from
      • Import Enabled- Toggle
    • When the user saves the page the script is run without staging the data
      • When the PowerShell script can run through and return data in the format to be stagged the script is valid
      • Otherwise through an error
  • When the manual processing button is clicked then the Powershell script will run and stage
    • When more than one Powershell script is added then all the data will be stagged and processed as a single import only keeping the latest record per user should a user be returned in multiple Powershell scripts
  • Each provider's connectors will be processed together and will not include other providers
    • This means Payspace connectors will be grouped and Powershell connectors will be grouped and processed as a batch separately.

• • The handler retrieves all the PowerShell connectors for active rulesets
  • All the connectors for a specific ruleset must be processed as a batch
    • The users from multiple connectors will be stagged and imported as a single import
    • Should a user be returned by multiple connectors only the latest user according to appointment data should be imported
  • Log all steps in the handler as an import occurring and display the status on Notifications| Imports

• • Consider the implementation of custom run space when running the import

• • Reuse the current payroll connector job to also process PowerShell connectors

 

Create SQL notification for support

---

Notifications

Schedule Setup: The user can set the Once-Off custom schedule to time already passed (#96569)

Problem

• The user is still able to type in a time that has already passed.

 

Solution

• Added validation to test if the time is valid, if not it will be set to the minimum time

 

---

Report Builder

Date fields not shown in preferred language user is set at (#122731)

Problem

• Date fields not converted to user culture and language.
  
  

Solution

• Ensure date fields are converted to user culture and language.

 

Add different font sizes (#123391)

• Have three options for font size:  Normal, Small, Extra Small. 
• This must just be in the result set panel, including the headings
  • It looks like the standard font size is:

 

• • Make the Small size: 

• • Make the Extra Small size: 

 

Add 'Show Condensed Results' (#123390)

Error when clicking View Full Report button (#124518)

Problem

• An error occurs when clicking the View Full Report button

 

Solution

• Fixed the issue causing the crash

 

---

Data Warehouse

V10 PM Dashboards add Not Started value to the graphs (#123886)

• Add the “Not Started” value to the following two graphs:
• Note: Not Started means the person do not have a contract created for the Review period.

 

 

---

People Groups

Tooltip on Org path displays "Undefined" (#124529)

Problem

• Tooltip on the org path displayed 'Undefined'
  

 

Solution

• Ensure that the tooltip displays the full org path correctly.

 

Incorrect heading for the Org path column (#124530)

Problem

• Incorrect heading for the Org path column
  

 

Solution

• Ensure the correct heading is displayed on the table for the org path column

 

Group cache not being busted when new employees are appointed/imported (#124457)

Problem

• It appears that the People Groups cache is not being busted when you have appointed or imported new employees.
• This means that you cannot see these new employees on the People Management dashboard. 

 

Solution

• Properly clear people group cache and materialised people groups 

 

The active people group set by the user on V9 is not activated as an active subgroup on V8 when clicking on the V8 module menu item (#124215)

Problem

• The active people group is not set as the active subgroup when opening the V8 page in V9

 

Solution

• Retrieve the active people group ID from the query string
  
• Select the people group from the user's assigned subgroups
  
• If not available then the preferred subgroup should be loaded

 

---

Main Dashboard

Performance Management Dashboard Widget not showing correct data (#125269)

Problem

• It seems the score and information are not displayed correctly for the user because they have two contracts.

 

Solution

 

---

 

 

 

 

 

Version 9.1.136 (13 January 2025)

Performance Management

Able to capture contract although period closed (#123871)

Problem

• When a phase is already closed, the dial can be used to view the contract, but the actions (Eg. creating a KPI) are still active.

Solution

• Lock the agreement if the phases are not active.

PM V9 Action plan copy from previous does not work as expected (#124270)

Problem
4 Action plan-related fixes on this PR.

1. This label was updated, it does not reflect Review Periods but rather the Review Setups
   

2. There was some confusion as to how the Copy Action Plans From Previous should work, the consensus between me, Bertie and Lee-Ann is that you can only copy from your previous review years. You cannot use this to copy APs from an earlier Review Period within the same setup (This should happen with the CreateContractFromPrevious fix 4)
   Changed the query for the review years to exclude the year for the current contract.

3. The Copy Action Plans From Previous was not copying all the information, only Name and Description. Including now all AP fields on the copy.

4. When doing CreateContractPeriodFromPrevious it must also copy any Action Plans that exist on that contract period. (which it did not do)

Solution

1. Updated the translation to correct the label to show Review Setup
2. Changed the query for the review years to exclude the year for the current contract.
3. Modified the Action Plan handlers and queries to select all the additional information and to also copy that when creating the item. Had to fix an update here and there
4. Added a new portion to the CreateContractPeriodFromPrevious handler to check if there are any action plans on the source and then copied that to the new contract. Tries to copy the Ad-hoc items as well as those assigned to specific KPIs.

Cannot Copy from previous (#124269)

Problem

• The CopyFromPrevious / CopyFromTemplate functionality breaks when creating for an employee on a review setup that has leadership behaviours enabled.
• This is because only managers get the section added to their contracts, but the copy from then tries to add the default library items to the employee's contract.
• This breaks because the LB section does not exist to add it to.

Solution

• Do a check to not add the LB items if the employee is not a lIne manager.
• The preceding Create Contract step will not have created the ContractPeriodSections LB section if the employee is not a line manager.

Import the 360 Survey Scores into Performance Management (#112612)

• Add a dropdown with all the Evaluation Periods (V8) 
  • Evaluation Period
    • Required field
    • Master Data Table to be added with the 360 Evaluation Periods from v8

• Add a dropdown with the Import Actions
  • I want to import
    • Options
      • ONLY new scores
        • When selected, show helper text
          • Import new evaluation scores from [selected evaluation period]. Leave existing scores as is.
      • New scores and override existing scores (from evaluations)
        • When selected, show helper text
          • Import new evaluation scores from [selected evaluation period]. Existing scores will be overridden.
          • Business Rule:
            • When the setting is inactive and the Manager cannot revise, exclude this option

• Integration Tab on Ruleset Setup
  • Review Year Review Survey Import
    • When selected, the scores should import according to the option selected via the API
    • Import from last sync / import date
    • Also add a daily sync
    • Only run when a Review Setup has a Review Survey

---

People Management

Error on New People Group Save (#124474)

Problem

• People group HiLo sequence did not match the Id value in the table that caused a duplicate trying to be created for the same Id
  

Solution

• Add a script to sync the sequence with the table
  

The page is shown as blank after Saving on editing details (#124445)

Problem

• When saving or refreshing some subtabs on the people management profile, the tab content shows blank.

 

Solution

• Fixed an issue where only the parent tab, instead of the sub-tab, was always loaded when reloading the page

Auto-generate employee number (#122694)

• Add a setting that will automatically generate an employee number for a new user on the system. Allow the admin to set the starting value in the range.
• Also, allow the administrator to set prefix and suffix values for the employee number.

---

Report Builder

Evaluation questions (#123006)

Problem

• Report contain duplicate records.

Solution

• Added a "Select Distinct" filter for the reports

---

Imports

Import Error (#124391)

Problem

• The allow anonymous tag has been removed which causes the daily syncs to fail.

Solution

• Added anonymous tags to ensure the daily syncs work again.

 

---

Translations

Investigate changing translation keys from key-based to file-based (#119512)

---

Version 9.1.135 (13 January 2025)

Performance Management

Rating button not displaying (#124149)

Problem

• The rate button not shown to the employee when the manager has not yet submitted objectives

Solution

• Fix the check that determines the contract state on the dashboard.

Improve the performance of queries throughout the system by providing a materialised PeoplegroupUsers table per service (#122980)

Problem

•  Improve the performance of queries throughout the system by providing a materialised PeoplegroupUsers table per service

Solution

• You can only exclude users from this custom people group
• It is auto-populated when adding a user either from the front end or via the user import

• For all services, the following must be confirmed
  • When adding or terminating a user the user must be automatically added/removed from the people group
    • Editing appointments on the front end
    • Adding a new user on the front end
    • Importing users
  • When the people group is used in the service the data is auto-populated
• Performance management 
  • Performance dashboard and the loading of subordinates 
  • Target Audience Page
• Report Builder 
  • When drawing a report for a specific people group
• People Management 
  • Dashboard
    • Active, future and terminated should still show correctly

• Both the Redis cached people groups are removed and the data for the people groups in MaterialisedPeopleGroupUsers are removed
• The MaterialisedPeopleGroupUsers must be materialised when next used in the service e.g PM, People Management, Report Builder

Create master data for evaluation periods pulled from V8 (#112612)

• • Add a dropdown with all the Evaluation Periods (V8) 
    • Evaluation Period
      • Required field
      • Master Data Table to be added with the 360 Evaluation Periods from v8
  • Add a dropdown with the Import Actions
    • I want to import
      • Options
        • ONLY new scores
          • When selected, show helper text
            • Import new evaluation scores from [selected evaluation period]. Leave existing scores as is.
        • New scores and override existing scores (from evaluations)
          • When selected, show helper text
            • Import new evaluation scores from [selected evaluation period]. Existing scores will be overridden.
            • Business Rule:
              • When the setting is inactive and the Manager cannot revise, exclude this option
                On the Review Years | Review Setup | Review Period | Review Survey
  
  
   
  • Integration Tab on Ruleset Setup
    • Review Year Review Survey Import
      • When selected, the scores should be imported according to the chosen option via the API
      • Import from last sync/import date
      • Also, add a daily sync
      • Only run when a Review Setup has a Review Survey

 

Import PM Scores to V8 SCP (#112597)

• On V8
  • When opening the Profile
    • Use the API to import the Overall Final Score
      • Overall Final Score = Review Period 1, 2 etc has been approved and Review Survey has value / is excluded

• Materialised view - use table 
• PM - Update score to materialised view every 2 hours
• PM Year to use
  • The PM Year is irrelevant because only the latest approved Overall Final Score will be used
• Add Import to Integrations tab
  • Talent Profile - Latest PM Score Import

 

Change the Ignore Phase End Date rule (#123374)

The label should be changed to:

IGNORE PHASE DATES

 

The business rules that should be applied when this setting is enabled:

• The Start Date and End Dates should be ignored
• This will mean that the users can start the phase before the date is reached and they can continue after the date is reached
• Thus, the phase will never be locked

---

Learning Management

Notifications not sent out (#123776)

Problem

• Notifications are not sent as soon as mark setup is marked as published and send notifications are enabled

Solution

• Add sendNotifications call in Marksheet.tsx when the mark is published and locked. Also, the marks will now be saved before sending the notification

Cannot save marks for a second class (#123870)

Problem

Solution

Add a loading indicator when exporting the list of recipients (#123802)

Problem

• No loading indicator when exporting the list of users that will not receive a notification on the attendance register

Solution

• Add loading indicators on Ajax calls in the attendance notification modal

---

Data Warehouse

Organisational path - Incorrect (#124143)

Problem

The issue was these 2 users' Appointments were edited last May according to the source data. The data warehouse data for these specific 2 users was not updated with the latest Org data. For Appointments, the data warehouse fetched the data that had been updated for the past 72 hours. I am not sure if the Datawarehouse at that time did not update the Appointment data or if there is perhaps an issue on the data source where the Edited Data did not update correctly, due to this being updated manually on the source DB with support query.

Solution

Adjust the Appointments DWH package to refresh all the appointments daily. This is now possible due to the massive performance improvements that were made within the DWH. This will ensure that the DWH does have all the latest appointments daily going on forward.

 'Null' values should return an empty string (#123389)

Dashboards: Scores not showing on graphs (#123887)

Problem

• The final rating score field needs to be added within Contract Periods for V9 DWH to implement the dashboard changes
  

Solution

• Added Final rating score field  within Contract Periods
  

---

Tenant Management

Email Template Adjustments for Tenant Management (#123472)

Problem

• Spaces between text in the template are too large.

Solution

• Fixed the templates by reducing the spaces between paragraphs

Red Pill Changing to Grey on Manage Person Screen and Organizational Structure Screen (#123795)

Problem

• The licence expiry warning message is grey on people management and org structure.

 

Solution

• Fixed global styling issue where it conflicts with pill styling

 

Spelling of Licence (#123827)

Problem

• Incorrect spelling mistake

 

Solution

• Corrected the spelling from License to Licence

 

---

People Management

The system does not Auto-Confirm the User with a valid Email address (#118978)

Problem

• The system does not Auto-Confirm the User with a valid Email address

 

Solution

• If a user's email is provided, the email will be auto-confirmed. If not provided initially, it will confirm the email if the user is updated with one. The email will also be unconfirmed if it is removed.

 

The curser does not change when hovering on the People Group selection (#121876)

Problem

• The Curser does not change when hovering over the People Group selection

 

Solution

• Changes styling to show a pointer when hovering over the people group dropdown

 

Add a Summary Menu Item (#122957)

Problem

• As a person with access to a person’s profile, I want to have a menu item for the summary

 

Solution

• Added a summary tab to the user profile

 

---

Organisational Structure

Delete modal heading displays incorrectly when Name contains ampersand (#122269)

Problem

• Org Structure delete modal heading displays incorrectly when Name contains ampersand

 

Solution

• Added fix to show name in heading correctly if it contains special characters

 

---

SigniChat

Buttons to be moved away from the  bottom border of the Group Chat setup box (#123357)

Problem

• The save group button is near the bottom border.

 

Solution

• Increased the margin of the footer of the create group modal

 

---

Auto Doc

Styling on Delete Template modal to be aligned with mock-up on CR (#104629)

Problem

• On the delete template modal, the name of the template should be replaced by Template and the name of the template to be deleted shown in quotation marks and in bold

 

Solution

• Fixed the styling of the delete template modal

 

[Auto Doc][Admin User][Templates] Asterisk to be placed alongside Delete Reason text box label (#102815)

Problem

• Delete modals reason field that is required does not show asterisks.

 

Solution

• Implemented correct class on the global component to fix issues everywhere

 

---

Ruleset Management

Tooltip to be adjusted (#104399)

Problem

• When the creation of a ruleset fails, the 'could not create ruleset' label contains a list of services which could not be set up.
• Please could we insert a space between the 2 words in the name of the Services?

 

Solution

• Added spaces between the words

 

Error when trying to save External Link with name with 225 characters (#104617)

Problem

• Error when trying to save External Link with name with 225 characters

 

Solution

• Increased the length of the external link name to 500 characters.

 

The Kudos icon is not available on the Change Icons list (#113037)

Problem

• The Curser does not change when hovering over the People Group selection

 

Solution

• Changes styling to show a pointer when hovering over the people group dropdown

 

---

Competency Analysis

Do not display text in Bold (#121394)

Problem

• When a user hovers on the Competency Title the system displays the pop-up text in Bold

 

Solution

• Changed the tooltip to normal text.

 

---

Language

Incorrect product name displayed for Career Conversations (#113009)

Problem

• When on the language page the Career Conversation translation did not work.

 

Solution

• Saw that some of the translations were missing, so I added the missing values

 

---

Notifications

Confirmation message on Create of new Schedule to be corrected (#101309)

Problem

• The confirmation message on Create of new Schedule to be corrected

 

Solution

• Fixed the confirmation message when saving a schedule

 

Event Deactivation Reason text box label asterisk to be displayed in red instead of grey (#102805)

Problem

• When deactivating a notification event, the reason field label asterisk (*) needs to be displayed in red.

 

Solution

• Changed the deactivation reason asterisk to red.

 

The user can set the Once-Off custom schedule to time already passed (#96569)

Problem

• Able to set a custom once-off schedule to a time today that has already passed.

 

Solution

• When once-off schedule type is selected, remove time slots that has passed already.

 

Events: 'Can be scheduled' indicator to be shown on the Notification Events list (#85834)

Problem

• Please consider indicating on the Notification Events page which events can be scheduled.

 

Solution

• Added a "Can Schedule" column to the notification events list to indicate whether that event can be scheduled or not

 

---