List of the Release Notes v9
Signify continually develops new functionality and resolves issues, so our system is continually improving. We also develop exciting new modules in line with how the use of Human Resource Information Systems is changing. A list of the Release Notes for the different versions is shown below.
- Version 9.1.86 (6 May 2024)
- Version 9.1.85 (6 May 2024)
- Version 9.1.84 (6 May 2024)
- Version 9.1.83 (22 April 2024)
- Version 9.1.82 (12 April 2024)
- Version 9.1.81 (12 April 2024)
- Version 9.1.80 (12 April 2024)
- Version 9.1.79 (8 April 2024)
- Version 9.1.78 (8 April 2024)
- Version 9.1.77 (26 March 2024)
- Version 9.1.76 (25 March 2024)
- Version 9.1.75 (25 March 2024)
- Version 9.1.74 (25 March 2024)
- Version 9.1.73 (11 March 2024)
- Version 9.1.72 (29 February 2024)
- Version 9.1.71 (27 February 2024)
- Version 9.1.70 (26 February 2024)
- Version 9.1.69 (26 February 2024)
- Version 9.1.68 (26 February 2024)
- Version 9.1.67 (12 February 2024)
- Version 9.1.66 (12 February 2024)
- Version 9.1.65 (12 February 2024)
- Version 9.1.64 (29 January 2024)
- Version 9.1.63 (29 January 2024)
- Version 9.1.62 (15 January 2024)
- Version 9.1.61 (15 January 2024)
- Version 9.1.60 (15 January 2024)
- Version 9.1.59 (7 December 2023)
- Version 9.1.58 (6 December 2023)
- Version 9.1.57 (5 December 2023)
- Version 9.1.56 (5 December 2023)
- Version 9.1.55 (5 December 2023)
- Version 9.1.54 (4 December 2023)
- Version 9.1.53 (4 December 2023)
- Version 9.1.52 (20 November 2023)
- Version 9.1.51 (20 November 2023)
- Version 9.1.50 (10 November 2023)
- Version 9.1.49 (10 November 2023)
- Version 9.1.48 (25 October 2023)
- Version 9.1.47 (25 October 2023)
- Version 9.1.46 (25 October 2023)
- Version 9.1.45 (25 October 2023)
- Version 9.1.44 (25 October 2023)
- Version 9.1.43 (25 October 2023)
- Version 9.1.42 (9 October 2023)
- Version 9.1.41 (9 October 2023)
Version 9.1.86 (6 May 2024)
Performance Management
Employees duplicating on the list when creating agreements in bulk (#114715)
Problem
- When using the Bulk Action on Performance Management, a record is created per appointment
Solution
- Add a check to ensure that only the latest appointment's record is shown in the list
Rework calculations to allow periods to be skipped (#106483)
- Add a Setting to enable/disable excluding review periods
- Remove the eye icon on the gauge and add an on-click to the gauge
- When hovering over the gauge, a Review Period can be excluded/included
- When clicking on the gauge itself, the agreement is opened
- Add a click in the gauge only when an agreement exists
- An agreement can only be accessed in the Overall Summary if the person already has an agreement
Ruleset Setup | System Menu
Add My Worklist to the System Menu to access the V8 page (#112943)
Version 9.1.85 (6 May 2024)
Performance Management
Dashboard heading display incorrect (#114618)
- Corrected product translation when using V8 to V9 PM integration
Goals import fails due to case-sensitive matches (#114714)
Problem
- A case-sensitive check is done on the username
Solution
- Change the import to make a case-insensitive check instead
Unable to submit the Performance Agreement (#114662)
Problem
Solution
- Add the reason to the message when the Ratings have already been approved and the user may no longer submit to clarify
Version 9.1.84 (6 May 2024)
Performance Management
Items not copied during ruleset creation (#114306)
Problem
- The issue was caused by section items linked to a template being deleted and trying to create a new ruleset from the ruleset with the deleted but linked section items.
Solution
- A change has been made to the PM copy process during ruleset creation.
- It will now try to copy the values that do exist and if it no longer exists as a section item it will be skipped.
Impersonation did not allow to copy from another person's agreement (#114460)
Problem
- When using the impersonation feature on Performance Management, the functionality to copy an agreement from one person to another was not available
Solution
- Ensure that when impersonating, you are viewing the contracts from the team members of the person you are impersonating and NOT the team members of the logged-in user (the user currently impersonating).
Add an Activities field on KPIs (#111352)
A new field has been added when adding a KPI named Activities.
This field is available:
- When adding a KPI
- On the Agreement when hovering over the label
- When adding a KPI as Master Data
- When creating a template
- When creating a report
Help Files
Implementing Help File pages per product (#77211)
Help Files are available per product.
Each Administrator for a product can add pages to the ruleset.
Version 9.1.83 (22 April 2024)
Performance Management
Inactive library items shows on lists when adding (#114018)
Problem
- When the library items are inactive in Master Data, they are shown in the lists when adding a Perspective, KPA or KPI
Solution
- Do not show the inactive library items - exclude them from the lists
Report Builder
Informational message not translated when landing on the Data Dictionary tab (#111689)
Problem
- When accessing the Data Dictionary tab, the information message is not translated
Solution
- Add translation for the information message to display
Error when re-importing previously deleted Action Plan Report (#111717)
Problem
- If you delete a report and try to import that same report, an error will be thrown, because when it searched for the existing report it did not consider the Deleted flag.
Solution
- When retrieving the existing report, check for Deleted and not Deleted.
- This allows the user to import a report when it was previously deleted. If it was deleted, it makes the report active again after the import.
Ruleset Setup | System Menu
Add the Moderation menu item (#112916)
Problem
Solution
Version 9.1.82 (12 April 2024)
People Management
Enable viewing of terminated people (#114144)
Problem
- Unable to access a terminated person's profile
Solution
- When accessing terminated users, it will now first use the people linked in the cached people group and if the user is not found, generate the people group as uncached for all people.
- This should then find all the people you will currently see when applying the all filter on the grid view of the people management dashboard.
Performance Management: Import
Correct the mapping of weights (#113327)
Problem
- All section items are imported with the section weight and not the item weight.
Solution
- Update the mapping in the value and behaviour and competencies imports to use the section item weight as supplied by the import sheet.
Version 9.1.81 (12 April 2024)
Performance Management: Import
Add employee filter on section items (#106742)
- Add filter on items to ensure items are populated for the people it is linked to.
LMS Portal: Discussion Forum
Expert assignment cannot be deleted (#114005)
Problem
- The system does not allow an Admin to Delete Expert's Assignments.
Solution
- Resolved issue to allow the admin to delete an entry
- Introduced COLLATE DATABASE_DEFAULT statement on temp table's column to fix SQL exception caused by Collation differences from Server and Database.
Version 9.1.80 (12 April 2024)
Performance Management Imports
Add a check for Perspectives when importing Goals (#113327)
- A check has been added that will validate if perspectives are enabled. If perspectives are set inactive and the import includes perspective data then the record will be invalid.
- Change authorisation to allow anonymous for adhoc completion of imports.
- Correct description filter in values and behaviours.
- Refactor goals import and simplify validation.
Corrected the comment issue when importing the Key Competencies (#114085)
- Correct import of comments when creating a new section item. Update display order of section items based on current max order.
- Corrected creation of section items with the same name but different descriptions and updated comments.
All KC library items are imported when the agreement has not been created yet (#114088)
Problem
- When you import Key competencies for an employee on a year/setup where their agreement has not been started yet, then all the KC library items will be added to the agreement , including the once that you are importing , to the new agreement.
Solution
- The default Key Competency items have been removed when creating a blank contract.
Implement Competency Import (#111857)
- Create and implement the Competency Import.
- Correct sample file name and import folder, update translation used in behaviours and competency imports.
Terminated Managers should prevent a user to submit objectives or ratings (#113183)
Problem
- Employees of a manager can still submit objectives and ratings after he is terminated.
- Also, If that manager was logged in at the time of his termination, he will still be able to work on the system normally untill he logs out.
Solution
- Bust reporting line cache when updating appointment, adding appointment and when terminating.
Ruleset Management
Add system menu for Recruitment (#113493)
Make People Group modal larger (#113850)
- Modal is made larger so that the text that does not flow over
People Management
When editing appointment org unit, do not pre-load the previous org unit on the org treeview (#114014)
Problem
- Cannot select another organisational unit other than the current node the employee is on.
- This view should display all org units in the system to allow me to transfer the employee.
Solution
- Show all organisational units when updating the organisational unit for a person.
Job Profiler Import (#114041)
- Trim org names and codes when importing org units and modify fncCalculateOrgPath so that it displays '&' characters correctly
Report Builder
Report only showing certain employees (#113424)
- Exclude archived data source setups from queries.
- On Create Statement do not include joins that have not been selected on Report.
Action Plan Report (#113340)
Problem
- Priority field is missing from the report
Solution
- Included the Priority field in the data fields
Data Warehouse
PM Data Warehouse package (#112042)
- Optimise PM DataWarehouse package
Improve V8 packages (#113541)
- The latest V8 and V8 DWH SSIS packages have been deployed on Master where the running issues have been resolved.
Performance Management Data Fields (#113340)
- Add the Priority field to Performance Management Action Plan Data Source
Version 9.1.79 (8 April 2024)
Report Builder
Report Imports (#85116)
Fix report import which failed due to an error in the query which retrieved the data source setup.
System Access
Implementation of login redirects using a generic short URL for both V9 and V8 redirects (#112314)
A new API/ gRPC endpoint has been added to generate LoginRedirect links that can be shared with users to securely log in to a deep link in either V9 or V8.
Performance Management
Allow user without a PM admin role, to preview a template (#113910)
Problem
- When starting the Objective Setting, a person with no Adminstration Roles could not view a template before selecting it to create the Agreement.
Solution
- The role check has been removed and is no longer dependant on the Admin Role.
People Management
Implement a selector of a default active people group (#112784)
This issue has been corrected by setting the first people group linked to a user as the active people group of the user if no preferred people group has been setup yet.
Display manager with all information (#113942)
Problem
- The Manager's Location in Organisation was not displaying and the it also showed that the manager cannot log in and the position is not active.
Solution
- Include the Manager details in the same query as the rest of the people's details.
Version 9.1.78 (8 April 2024)
Report Builder
Data Source Setups to not be archived (#85116)
When retrieving data source setups, make sure the setup is not archived.
Ruleset Setup
Copy Countries and Locations (#89623)
Resolve the issue of copying countries and locations when creating a new Ruleset.
Performance Management
Terminated Managers should prevent a user to submit objectives or ratings (#113183)
People Management
When a person is terminated, the manager should still be linked but have a label with [Termination] at the end.
The input fields should be made wider to accommodate this:
Currently
New Suggestion
Performance Management
- Show the Terminated label as well
- Disable the Submit button
- Tooltip
- You cannot submit because your Performance Manager has been terminated.
- Tooltip
People Management
Delete modal not correctly enabling the Delete button (#113743)
Problem
- A recent change had caused that the delete modals on Next of Kin, Assets and Permits not work because of how it handled the deletion reason.
- For the above there is no reason displayed and to bypass the validation that happens for the delete button to enable " " was added to the input.
- Recent changes on the global delete.ts functionality however had a check introduced that no empty reasons are provided, and in doing so it trimms the input removing the " " added and failing the validation.
Solution
- Removed the " " from being inserted on the delete modals here, and instead made use of the newly added ShowDeletionReason propery which better handles not showing the input and then does not check for it having a value.
New functionality - Address Development (#112076)
Master Data
3 new Master Data lists have been added for:
- Countries
- Provinces
- Work Locations
Organisational Structure
When adding / editing a organisational unit, a new section has been added:
Heading
- Business Address
Field
- Location
- The data is derived from the Work Locations master data items
People Management - Product Setup
Add a new section
- Additional Sections
- Add the Address as a section that can be activated
People Management - Profile
- Physical Work Location
- Data derived from the Master Data items for Work Locations
- Business Address
- Data derived from the organisational unit's Location
- Residential Address
- The residential address of the person
- Home Postal Address
- The postal address of the person
- A check has been added for when the home and postal addresses are the same
Version 9.1.77 (26 March 2024)
System Access
Changed handling of unauthenticated when the refresh token for the session is no longer valid (#112810)
Added the removal of cookies on themes and ruleset during authorisation (See Version 9.1.76 for the initial change)
Version 9.1.76 (25 March 2024)
Tenant Management
Display the correct expiry date (#112411)
Problem
- It converted the data and time incorrectly to the next day when displaying on the front-end, instead of keeping the date and time as it is.
Solution
- Display the date and time correctly, as is, when displaying the expiry date of the subscription.
Performance Management
Unable to save the review survey weights (#110981)
Problem
- Cannot add a Review Survey, stating that the maximum score cannot be zero. Problem was that the score input was incorrectly hidden if you first open and close an existing review item.
Solution
- Ensured that the score input is displayed correctly when adding a new Review Survey. Also added validation to the score input to not allow anything less than 1 to be entered.
Value Survey modal open inside overall Summary (#113440)
Problem
- With the recent slider control introduced on the PM dashboard the Value Survey score modal was getting cropped into the slider parent container and no longer showing centered and on top of the overlay.
Solution
- Moved the Modal out of the Slider (similar to where the delete modals are located).
- It then generates a Review survey modal for each of the review survey items.
- Moved all the relevant state and actions out of the ReviewSurveyScoreModal component to the ManagerAccordion component where appropriate.
- Also fixed an issue where after the update the order of users changed on the Overall Summary, by first sorting the userContract array before mapping to the components.
System Access
Changed handling of unauthenticated when the refresh token for the session is no longer valid (#112810)
Problem
- When the refresh token period has expired for a user access token the user receives an unauthenticated error throughout the system that is not handled.
Solution
- Changed hardcoding in identity to enable the expiry period to change in the app settings
- Add redirect in the error controller to the error controller to the login page
- Add redirect in the SPA controller when the session does not exist or the user is not authenticated
- When possible the user will be redirected back to the page where they left off.
- Add login/logout to WebMVC config to go to the logout method to redirect the application to the correct login screen.
- The defaults for the tokens now are:
- Access Token 1 hour, the access token ends and must be renewed
- Refresh Token 5 hours, meaning the access token can be renewed up to 5 times if the user still has a valid login and is allowed to log in
- Once the refresh token period has passed the user will be redirected to the login page to log in again.
Version 9.1.75 (25 March 2024)
Tenant Management
Order Tenants properly on the index page (#113436)
Problem:
- Could not order on date on the tenant index page, because it tried to order on an already formatted date
Solution:
- Made the order field to be a universal sortable date format. Also removed the order on the name of tenant. Used the SignifyDateHelper.
System Access
Tenant Expired message has been improved (#113535)
When a Tenant has reached the expiry date, the below message is now displayed:
People Management
Added correction to the People Management items when a user has no roles but all the needed people group permissions for the sections (#113486)
Problem:
- A user with no roles but all the people group permissions to edit the sections was not able to do the following without the people administrator role:
- Terminate User
- Transfer User
- Reappoint User
- Change the reporting lines
- A user without the job profiler administrator role is not able to add an appointment for a terminated user.
- A user without the job profiler administrator role can try and create a position on the appointment screen.
- An unauthorised is received after terminating a user today and trying to edit the user
- A user with only a People administrator role was able to manage role assignments under User Access
Solution:
- Remove the role check on the people administrator and replace it with a check on people group permissions
- Remove the check on the appointment screen that requires a user to be a job profiler administrator to appoint users
- Hide the button to create positions from the appointment screen when a user is not a job profiler administrator
- Change the date filter to include the current date when retrieving the active appointment of a user
- Change the People Administrator role to check the manage own access and logged-in user along with the role in the user access section.
Peformance Management
Fix not being able to submit final ratings when hide scores enable and perspectives are on (#113057)
Problem
- Cannot submit Final Ratings when Hide Scores setting is enabled
Solution
- Added logic on the final ratings submission to not calculate the perspective / KPA scores if hide scores is enabled, this was breaking because the weight is saved as 0% which caused divide by zero errors.
Added more detail to the import validation message (#112703)
Problem
- The validations message is not descriptive enough to a user when a Template Import fails where the KPA and KPI weights don't equal 100
Solution
- Improve the message
- Template section weights should sum to 100%
Version 9.1.74 (25 March 2024)
Data Warehouse
Improve handling of DataWarehouse table creation / updates (#112041)
Created a new SSIS package called CreateTables that will add all the required tables as this did not exists within the current repo.
Remove records marked as deleted from V9_Data Warehouse during daily sync (#108782)
Performance Management
All agreement weights must be validated to be more than 0 (#113018)
Problem:
Currently you can add perspectives and KPAs while leaving their weights 0. If you try to submit objectives, an error will be displayed. Only KPI weights are validated.
Solution:
Added validation to Perspective and KPA weights to only allow you to add if the weight is more than 0 (if not itemsWeightedOverSection AND not hideScores). A snack message is displayed.
User can add duplicate review setups (#113022)
Problem:
User was able to add duplicate review setups.
Solution:
Ruleset Management
Addition of Catalogue menu in V9 for the learning product (#112786)
Problem:
Solution:
Add the Catalogue menu to the Ruleset System Menu list. When the Learning Product has been activated, this menu can also now be activated.
When viewing the integrations tab on ruleset setup, make sure the General tab is selected by default and not payroll (#113171)
Problem:
Payroll tab displayed by default.
Solution:
Make it so that the General tab displays by default.
People Management
Styling of pages with large gaps (#112994)
Problem:
People Profile pages are not fitting correctly on the screen. There are large grey areas around it.
Solution:
Improve some styling on the person profile page, to fit external and normal pages better - filling the entire height of the screen.
Translation not applied for Username field (#113007)
Problem:
The Username label on the employee profile is now displayed as two words instead of one but the translation shows it as one word.
Solution:
Ensure correct translation is used for the Username field.
Unable to give data source access to active report categories on a new tenant’s ruleset (#112839)
Problem:
Because any new ruleset uses the the datasources/categories from Ruleset/Tenant 1 by default, nothing was returned, because the current Ruleset is not Ruleset 1
Solution:
When retrieving data categories, return the categories from Tenant 1 if the ruleset uses the Data Dictionary from Ruleset 1
Publish the Job Profile of the first user on a new Ruleset (#112780)
Problem:
Default ruleset job was not published.
Solution:
Changed it so that the default ruleset is published.
Vacant Positions of an Unpublished Job Profile displays the Vacancies Count for User Appointment (#112369)
Problem:
Jobs that were not published displayed in the list.
Solution:
Filter the jobs to those that are published.
New Functionality
Kudos Development (#107675)
When selected, you will be able to send Kudos to a person. The page that opens is where you select a badge and add a message.
After sending the Kudos, you can see all Kudos that you received and all Kudos that you sent to others on the Main Dashboard.
Received
Top 3 entries are shown
Given
Top 3 entries are shown
When clicking on the View More option, the full details are shown.
Only Kudos given can be deleted or edited withing 7 days of sending it.
When clicking on the Send Kudos to a Colleagues button, the user will be navigated to People Management Dashboard.
Version 9.1.73 (11 March 2024)
People Management
Change name of Training Records tab (#112350)
Name has been changed from Learner Records to Learning Records.
Changes to the Profile Banner (#110509, #110908, #110509)
Removed the Work Telephone Number from the Contact Details section; removed the Group date from the Appointment Info section and removed the Created date from the Additional Info section.
A correct selector to load the training and development first menu (#112886)
When clicking on the Training and Development menu, the Learning Records are loaded as the first menu item.
Performance Management
Implement a slider on the Overall Summary for more than 5 items (#104459)
Business Rules:
- There should be 5 items (incl Overall Final Score) on the screen at all times
- When the Review Periods + Review Surveys are more than 4, then a scroll is added
- There is also a "legend" to show which items are on the screen
- Always land on the current active period as the first item in the scroll, when opening the page
- This is for both Employee and Manager views
Version 9.1.72 (29 February 2024)
Ruleset Setup
Ensure available languages can be published (#112374)
When a language is set to available, this should be published without errors.
Job Profiler
Terminated employees to not be displayed when viewing users linked to a people group role (#108023)
When a person is terminated, the people group roles are removed and no longer showing when viewing the people.
People Management
Make sure appointment dates are cast as date when retrieving employees for the people management index page (#112757)
All future terminations are showing on the People Management dashboard.
Performance Management
Show Manager and Employee comments regardless of contract approval state (#112736)
New business rules have been applied to ensure all comments are shown:
- Regardless of the settings, always show the Manager's comments in both the Objective Setting and Rating phase
- Thus, if the manager added a comment to a KPI, show this to the employee although the objectives or ratings have not yet been submitted
- Remember, always hide the Private Comment
- Thus, if the manager added a comment to a KPI, show this to the employee although the objectives or ratings have not yet been submitted
- Regardless of the settings, always show the Employee's comments in both the Objective Setting and Rating phase
- Thus, if the employee added a comment to a KPI, show this to the manager although the objectives or ratings have not yet been submitted
Version 9.1.71 (27 February 2024)
People Management
When creating a user from the front-end, don't create an appointment record through the materialisation integration event (#112756)
Ensure that the person's profile can be accessed without receiving an error.
Performance Management
Cannot update KPA weights (#112817)
Fixed the issue where the KPA weights could not be updated and resulted in an error.
Version 9.1.70 (26 February 2024)
Notifications
Add example data to recipients for notification testing (#93775)
When sending a test email, example data is added:
Job Profiler
Check if job profile is published when calculating vacant positions on the different org structure views (#112369)
Only show Vacant Positions when the Job has been published. For example when appointing a new person.
One Job is Published and the other are not.
When appointing a new person, only the published Job's vacancies is shown.
Tenant Management
Show the correct Number of Licenced People instead of the placeholder (#111980)
Performance Management
Users can rate and approve when phase is locked (#108065)
When a phase is locked, a person should not be allowed to complete the ratings.
Version 9.1.69 (26 February 2024)
System Access
Fix issue where the Reset Password URL redirected to the incorrect theme (#108985)
The URL now redirects the user to the correct theme when clicking on it.
Performance Management
Fix issue where KPI level Action Plan documents were not showing (#112290)
When adding an Action Plan for a KPI and adding documents on the Action Plan, the documents are now displayed.
Ruleset Setup
Display bulletin in its own modal (#112446)
Instead of the message displayed under the bulletin icon, it now has its modal.
Version 9.1.68 (26 February 2024)
Performance Management
All the sections is collapsed on the Manager Dashboard (#111930)
Make the Submit and Approve buttons the Primary Colour instead of the Back to Dashboard button (#111967)
A confirmation message is added when the Manager modifies the objective settings (#111968)
The 'Type Your Own" option to be displayed first when adding a KPA, KPI, KC item (#111931)
Documents can be uploaded only when the Final Ratings have not been submitted (#111932)
When the final ratings have been submitted, the Upload button is greyed out and no documents can be uploaded.
People Management
Ensure that the My Manager label is displayed on the People Management Dashboard (#104135)
The Manager of the logged in person is displayed on all tabs.
Version 9.1.67 (12 February 2024)
Performance Management
Fix issue with copy from previous not recreating custom items (#112170)
When copied from a previous agreement and altering the agreement's KPI value, the other agreement values are no longer affected.
Version 9.1.66 (12 February 2024)
Ruleset Setup
Copy Performance Management data, when creating/copying a Ruleset or Tenant (#107442)
The following data is copied when creating a new Ruleset or when a Ruleset is created for a new Tenant:
Review Setup:
- Copy active setups which includes
- Details
- Review Items
- Sections
- Templates are excluded
Review Year:
- Copy all active Review Years which includes
- Details
- Review Setups
- Target Audience is excluded
Performance Management
Only show Perspectives that is in the library (#111798)
When adding Perspectives, only show Perspectives that has been marked as Library Items when creating a template.
Hide the Manager Rating column on View/Print if Manager rating is disabled (#111994)
When the setting is enabled, do not show the Manager Rating column on the Print View:
Version 9.1.65 (12 February 2024)
System Access
Add a check on external login when User does not exist to give a message (#110250)
Added a message: Invalid Login Attempt
People Management
Changed validation on the email address in the identity service when adding a user with an email address that has been used for another user on the ruleset as a username (#111385)
Removed the Username Required setting and changed the validation to only be performed when the username is empty and the email address is to be used as the username as a fallback.
Ensure that when a people group is exported the default is set when the user has not selected their default (#111809)
When the People Groups are imported into the Additional Services, the default is now also set on Additional Services.
Change the wording on the buttons of the People Management Dashboard (#110534)
The People Group button label has been changed to Manage People.
Change the wording on the Password Reset Confirmation (#110536)
Added the person's email address to the confirmation message.
Correct role implementation when displaying gear and product setup (#103560)
- Only show people groups to people admins, performance admins to ruleset admins
- Only show product setup to product admins or ruleset admins
- On the product tab only show the products the user has the role to configure or show all if a ruleset admin
Report Builder
Ensure that reports have unique names (#111694)
Add a check to ensure that reports have unique names.
Ruleset Setup
Add on-screen messages when services are not running (#88160)
An on-screen message is displayed to inform the user when a service is not running.
Tenant Management
Expired subscription still showing as Active (#108507)
On the Tenant Management page, the expired subscriptions is made Inactive. Ensured that Ruleset 1 is exempt from the Tenant Inactive Check.
When logging into the Tenant, a message is displayed:
Performance Management
Corrected the issue where the Modify Manager Ratings button are displayed twice (#111652)
Version 9.1.64 (29 January 2024)
Notifications
Correct the placeholder mismatch on the Check-in Deadline Template (#110616)
Placeholders in the template had the person details instead of the manager details. The placeholders are now corrected.
Version 9.1.63 (29 January 2024)
People Management
Correct Manager details on Dashboard (#111449)
The manager's details and profile picture is now displayed on the dashboard.
Ensure the Forget Password Notification is sent to new users (#111511)
Ensure the user gets the OTP Notification in order to reset their passwords.
Display terminated users on the People Group Tab (#110969)
Change the functionality so that terminated people are also shown on the People Dashboard.
Performance Management
Enhance the Create Modal on Performance Management (#111524)
When a new Agreement is created, the Create modal has been enhanced so that the options is more visible.
System Access
Add a refresh of System menus (#111458)
Added refresh of the system menu when the product is inactive due to configuration or when the subscription is changed.
Version 9.1.62 (15 January 2024)
Theme Management
Implement api endpoint to list themes for a client id (#110472)
Add a bulk import of themes that triggers when a user creates or edits a theme in V9.
V9 Imports
Implemented Scheduled Processing of import on external services (#109736)
Implemented a new bulk additional sevices import section
System Access
Corrected display of dark text headings on the login page (#111177)
When the Dark Heading Text setting has been activated on Theme Management, the Login Page Heading and Login Page Description is changed from white text to dark text.
Themes:
Login Page:
Version 9.1.61 (15 January 2024)
Competency Analysis
Display comments on hover (#110806)
The comments made are now shown when hovering over the rating.
People Management
Resolved "Go to Another" issue (#110884)
Selecting a person under the Go To Another field, the page is redirected to the selected person's profile.
Translations
Addition to translations for Performance Management (#110880)
The following Translation has been added:
Performance Management
Decreased Avatar initials on PM Dashboard & Agreement View (#110880)
The text size has been decreased so that it fits in the profile area.
Version 9.1.60 (15 January 2024)
Performance Management
Hide SigniChat icon (#108015)
The SigniChat icon is hidden so that the Save button can be selected when adding a General Comment.
Styling changes on Print View (#107531)
Updated the styling so that the Print View items are aligned.
Improve error message for duplicate values (#107529)
The following rules have been implemented regarding duplicate items:
- a KPI to a KPA that already has a KPI with that name
- a KPI to a KPA where that KPA is already added to the contract and has the selected KPI as 1 of its items (duplicating KPA to KPI options)
Key Competency Name shown as editable (#106698)
All inactive/disabled/not editable fields are always shown in gray.
Allow backspace to clear weight on KPA (#107045)
The backspace now clears all the numbers.
Status on Check-In banner (#107515)
The incorrect Next Action was displayed on the check-ins page. The same instruction is now displayed on check-ins as on the agreement.
Incorporate and allow to edit review surveys score setting (#107323)
- Allow the Manager to edit review survey scores
- When this setting is enabled, managers can edit these scores
- Employees should not be able to edit
- When impersonating, Admins should be able to edit the review survey score regardless of whether this setting is enabled or disabled.
Organisational Structure
Only load the first 2 levels (#108648)
Load first two levels in org tree, load children of higher levels as needed.
Adjust badge styling on treeview (#108943)
Added the treeview in a white card so that the badges are clear.
Competency Analysis
Add ratings on screen (#109839)
The ratings are now available on screen. The user do not have to select the book icon to open a page for the ratings.
Notifications
Add example data when sending a notification template (#93775)
Example data is added so that the placeholders do not display. This is an example of how the template looks when a user receive a notification.
People Management
Add username to the Profile (#105463)
The username is also displayed on the My Profile page
Deleted roles are added again (#108438)
Fixed the issue where a deleted Admin Role is added again.
Fix paging / load more on sections (#104135)
The system displayed duplicated users after loading more users on the page. This has now been corrected.
Version 9.1.59 (7 December 2023)
Performance Management
Person Rating (#110582)
Additional change to only show person rating after both manager and person has approved.
Job Profiler
Job Profile Copy (#110659)
Fix 2100 max parameter error when copying job profiles.
Version 9.1.58 (6 December 2023)
People Management
Reporting Lines Error (#110678)
Correctly check if user is part of people group if cache is empty.
Additional Reporting Lines menu item (#110677)
Implement additional reporting lines menu item
People Groups
Cannot delete a person from the list (#110682)
Fixed issue which prevented you from removing employees from included and excluded in the People Groups.
Performance Management
Hide person rating (#110582)
Hide Person rating on contract preview if person not approved and setting to not show to manager is on.
Version 9.1.57 (5 December 2023)
Theme Management
Load external services menu items (#110603)
Enabled the functionality so that an External Services menu item is loaded when first in the list.
Version 9.1.56 (5 December 2023)
Report Builder
Cannot access Report Builder (#110658)
Resolved an issue on the ReportBuilder authentication to allow a user to access the Report Builder reports without having the Data Dictionary admin role.
System Access
Third Party Providers (#89623)
When registering third party auth providers, make sure the clientid and secret is not empty or null
Version 9.1.55 (5 December 2023)
People Management
Country Selector (#97210)
Add the coutnry selector to the contact number when adding new people
Welcome Notification (#110621)
It now checks, erroneously, if the user for whom you are sending the welcome notification, has rights to appoint new people.
Theme Management
Load external services menu items (#110603)
Enabled the functionality so that an External Services menu item is loaded when first in the list.
Version 9.1.54 (4 December 2023)
Imports
Validation (#102661)
Fix validation to allow duplicate position titles.
Translations
Move translations (#110409)
Moved Performance Management Action translations from static static to static translations to be able to translate on the front end.
Publishing a language that does not exist (#109858)
When publishing, if the language does not exist, auto-create it.
People Management
Character restrictions (#110273)
Remove username characters restrictions in identity to allow a username to have special characters.
Performance Management
Tooltip on Ratings (#110292)
Remove the score tooltip on the rating when the Hide Scores setting is enabled.
Rating Scales Label (#110286)
Fix rating scales label for Hide Scores to show Status.
Version 9.1.53 (4 December 2023)
Identity & Authorisation
Corrected incorrect login using Microsoft when the same provider and key is used for a user on different rulesets (#110250)
A user login in with Microsft using the same provider and key on different rulesets, will now log into the correct ruleset.
API
API Configuration (#110046)
Add API configuration to master data, report builder and audit services.
Main Dashboard
Open PM with correct Header from widget (#110263)
When redirected to Performance Management, the header now shows correct.
Next Action label (#110261)
Ensured that the Next Action label is not wrapping.
Continue Button (#110263)
Imports
API User Import (#109726)
Implement the API User Import and cebtralised validations.
Ruleset Setup
Copy Data (#107442 & #85116)
Implement the copy of Report Builder and Performance Management data when a new ruleset is created or copied from.
Performance Management
Label Change (#110243)
Change label from Overall Final Score to Overall Status when Hide Scores setting is enabled.
Review Setup details (#110241)
Always redirect on Review Setup details when settings have updated to show the changes.
Review Sections | Action Plans (#110235)
Remove the hide scores label in the section.
Review Items | Review Surveys (#110231)
Remove max score check on Review Survey constructor, validation is done when adding a new review item.
Master Data | Inactive Perspectives (#110200)
Disable inactive perspectives when completing contract.
PM Template Import (#106913)
Implement the functionality to import Templates when the Hide Scores setting is enabled.
Version 9.1.52 (20 November 2023)
People Management
Corrected Authorisation
Appointment Menu
- Enforces display of appointment menu when the user has permission to manage own access
Report Builder
Report Builder API
- Correct Setting value for report builder API
Version 9.1.51 (20 November 2023)
Main Dashboard
Performance Management Widget
Fixes include:
- Indicate when ratings are completed
- Increase the widget's query date range
- Enhance the styling
- Fix the widget's action button focus styling
People Management
Add additional Reporting Rights Link (#109729)
Added the reporting rights link so that access to V8 reports can be given to a person.
Version 9.1.50 (10 November 2023)
System Access
Corrected Ruleset Creation check and improved helper text
- Changed the helper text to explain the System Endpoint field
People Management
Implement API Calls
- API Calls to fetch
- The list of People Group Users
- People Groups linked to users
- People Group roles
- People Groups
Version 9.1.49 (10 November 2023)
Performance Management
Review Setups not displayed
Resolved issue where review setup is not displayed for root node and reporting line people groups
Manager Ratings when Dual Participation is inactive (TP#109267)
Resolve issue where Manager cannot submit the ratings when dual participation is disabled
People Management
Change menu spacing (TP#105910)
Resolve issue where the My Department & My Company tabs does not show people (TP#109360)
Correct the Search functionality that gives incorrect results when clearing the search (TP#109360)
Version 9.1.48 (25 October 2023)
People Management
Correct the issue where the People Group tab did not show >2100 people (#105910)
Resolved the issue where the People Group tab did not show any people if there are more than 2100 people in the People Group.
Version 9.1.47 (25 October 2023)
People Groups (#105910)
Bug fixes has been made including:
- Correct the Welcome Email sent on the Appointment Screen
- Apply the People Group permissions to the footer buttons and menu items on the edit screen
Version 9.1.46 (25 October 2023)
Performance Management
Only published templates to be available when creating an agreement (#109118)
A filter has been added to only show templates that have been published when copying from a template to create an agreement.
System Access
Allow ID Numbers with alphanumeric characters (#109010)
Removed the validation on the Forgot Password page to allow alphanumerical characters when verifying the ID Number.
Correct theme loading on Reset Password page (#108985)
When resetting the password, the correct theme is included in the Reset Password link on the notification that a person receives when opting to reset their password.
People Management
Increase ID Number field's max characters (#109130)
The maximum field length for the ID Number has been changed from 13 to 30 characters on the Personal Information screen.
People Groups (#105910)
Bug fixes has been made including:
- Implement permissions on the edit pages
- Disable the ability to add a person when the active people group is not an Organisational Unit type People Group
- Don't allow managing a person when not on the People Group tab
- When adding a new person, they display on the list
- Correct People Group Roles where the names should be unique
- Resolved the Reset Password button when breaking
- Reset the toggle on the Delete modal when deleting a People Group Role
- Excluse already selected People Groups when linking a People Group
- Send the Welcome Notification when adding a new person
- Implement the functionality to create a default role with all permissions and linking the default People Group to the first Ruleset user
- Resolve error when you add a new Role with the same name as a deleted item
- Add focus on the People Group Role name when empty upon saving
- Add a pointer on the table row when linking a People Group
- Correct the People Group Roles on User Access, Appointments and Performance Management Menus
- Add Employee Number field
Version 9.1.45 (25 October 2023)
Performance Management
Change the settings to make the Self-Rating visible (#108924)
The settings on the Review Setup were update in order to make the approved Self-Rating visible to the Manager during the ratings phase.
Change the Dual Participation translation on the Review Setup linking to the shortened heading
A translation was added for Dual Participation heading when linking a Review Setup to the Review Years.
The numbering of Perspectives on the agreement is removed to match the index (#109038)
Hide the Check-In dial when the Check-In Phase is inactive (#108978)
Added a check to ensure that when the Check-In Phase is made inactive on the Review Year, the dial is also not shown on the Overall Summary of the Dashboard.
Review Year:
Performance Dashboard:
Version 9.1.44 (25 October 2023)
Performance Management
People in My Team not showing (#105910)
Corrected the subordinate filtering when People Groups have already been cached.
Version 9.1.43 (25 October 2023)
People Management - People Groups
People Groups (#105910)
Adding functionality to create Reporting Line and Organisational Unit type People Groups in addition to Custom People Group types.
People Group Roles (#105910)
The ability to add People Group Roles with specific permissions that can be used to link to people.
List of People Group Roles
Permissions
People Management - User Access | People Groups (#105910)
The People Group Roles with the permissions are linked to individual people. The following People Group Types can be linked:
- Reporting Lines
- Organisational Units
- Custom
Permissions linked to the selected Role
Default People Group after login (#105910)
The user, with access to People Groups, can set their default under their account.
People Management Dashboard - People Groups (#105910)
When a person has access to 1 or more People Groups, they can switch between these People Groups.
The permissions linked to this People Group determines what actions the person can perform, for example to view or edit a person's profile.
Performance Management - Target Audience on a linked Review Setup of a Review Year (#105910)
When linking People Groups to the target audience of a Review Setup, the new Reporting Line- and Organisational Unit types of People Groups can now also be linked.
Version 9.1.42 (9 October 2023)
Performance Management
Deadline Date on Review Setup page (#108680)
Issue has been resolved where yhe saved deadline date was not displayed on the review setup page that is linked to the Review Year.
Version 9.1.41 (9 October 2023)
Report Builder
Data Dictionary field ordering & Alias renaming (#76220)
Fixed an issue where the Data Dictionary Field ordering and Alias renaming were not working on subsequent pages
Performance Management
Score on the Print Preview (#108638)
Changed the score to display correctly on the print preview of the performance agreement
Display the Measures & Ratings pop-over when doing a Check-In (#108131)
Added the Measures & Ratings pop-over on the check-in modal. This is displayed when hovering over the Key Performance Indicator section when doing a check-in.