RELEASE NOTES

• List of the Release Notes
• List of the Release Notes v9
• Version 9.1.132 (18 November 2024)
• Version 9.1.131 (18 November 2024)
• Version 9.1.130 (5 November 2024)
• Version 9.1.129 (30 October 2024)
• Version 9.1.128 (25 October 2024)
• Version 9.1.127 (24 October 2024)
• Version 9.1.126 (21 October 2024)
• Version 9.1.125 (21 October 2024)
• Version 9.1.124 (21 October 2024)
• Version 9.1.123 (7 October 2024)
• Version 9.1.122 (7 October 2024)
• Version 9.1.121 (7 October 2024)
• Version 9.1.120 (23 September 2024)
• Version 9.1.119 (23 September 2024)
• Version 9.1.118 (23 September 2024)
• Version 9.1.117 (13 September 2024)
• Version 9.1.116 (13 September 2024)
• Version 9.1.115 (10 September 2024)
• Version 9.1.114 (9 September 2024)
• Version 9.1.113 (9 September 2024)
• Version 9.1.112 (26 August 2024)
• Version 9.1.111 (26 August 2024)
• Version 9.1.110 (16 August 2024)
• Version 9.1.109 (16 August 2024)
• Version 9.1.108 (16 August 2024)
• Version 9.1.107 (12 August 2024)
• Version 9.1.106 (12 August 2024)
• Version 9.1.105 (12 August 2024)
• Version 9.1.104 (29 July 2024)
• Version 9.1.103 (19 July 2024)
• Version 9.1.102 (15 July 2024)
• Version 9.1.101 (15 July 2024)
• Version 9.1.100 (15 July 2024)
• Version 9.1.99 (15 July 2024)
• Version 9.1.98 (1 July 2024)
• Version 9.1.97 (1 July 2024)
• Version 9.1.96 (18 June 2024)
• Version 9.1.95 (17 June 2024)
• Version 9.1.94 (17 June 2024)
• Version 9.1.93 (17 June 2024)
• Version 9.1.92 (17 June 2024)
• Version 9.1.91 (3 June 2024)
• Version 9.1.90 (3 June 2024)
• Version 9.1.89 (3 June 2024)
• Version 9.1.88 (20 May 2024)
• Version 9.1.87 (20 May 2024)
• 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)

List of the Release Notes

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 are changing. A list of the Release Notes for the different versions is shown below.

Click on the Download links below to download the documents.

2024
Version	Date		Notes
v8.25	July	Download	The 8.25 release contains the following system improvements and changes: Enhancements to the Pathways module, Enhancements to the Mentors & Coaches module
v8.24	April	Download	The 8.24 release contains the following system improvements and changes: Enhancements to the Salary Review module Enhancements on the Licences module Multifactor Authentication on Login Enhancements to Notifications

2023
Version	Date		Notes
v8.23.1	Nov	Download	The 8.23.1 release contains the following system improvements and changes: Enhancements to the Fit & Proper tab on the LMS Portal, Enhancements on the Salary Review module
v8.23	Oct	Download	The 8.23 Release contains the following system improvements and changes: Improvements to the LMS Portal. Addition of functionality which allows Facilitators to sign assessment transcripts. Changes to the Job Profiler module.
v8.22	July	Download	The 8.22 Release contains the following system improvements and changes: Enhancements to the Sharepoint Step on Learning Pathways Enhancements to IDP Discussion’s Development Identified tab Enhancements to the Training Scheduling booking pages Enhancements to the Assessor/Moderator Library
v8.21	May	Download	The 8.21 Release contains the following system improvements and changes: Modifications to database structure to facilitate easy integration with the new Signify system Enhancements to Learner Records pages Updates to Administration pages
v8.20	March	Download	The 8.20 Release contains the following system improvements and changes: New content type accommodation on Learning Pathways Enhancements applied to Training History tab on the LMS Portal Performance improvements on the Training Requirements tab on the LMS Portal Setting added to Assessment Builder in order to manage open attempts optimally Redirect link added to Leave Request notifications Enhancements to Employee Funding

2022
Version	Date		Notes
v8.19	November	Download	The 8.19 release contains the following system improvements and changes: A costing Structure tab has been added to Programmes, Unit Standards & Qualifications detail Various changes have been made to the Talent Acquisition page Learner Records can now be transferred from one schema to another New Succession & Career Planning reports have been introduced Changes have been applied to Candidate Linking and Placement
v8.18	August	Download	The 8.18 release contains the following system improvements and changes: External candidates may now be placed via the API on Vacancy Tracker A requisition may now be cancelled at any time during the process on Vacancy Tracker A new Pathway Type has been introduced to Pathways The Rating modal pop-up has been added to the end of Pathways New Appointment and Transfer rule changes to Succession & Career Planning A new Movement Reason drop down has been added to employee’s appointment information
v8.17	June	Download	The 8.17 release contains the following system improvements and changes: Enhancements to Succession and Career Pathing Extra functionality and information on the Fit and Proper tab of the LMS Portal Ability to add pathways to a Learning Journey Styling and information on Job Profile Report Option to log into the system with an email address or employee number Training costs have been added to PDP
v8.16	April	Download	The 8.16 release contains the following system improvements and changes: Additional functionality added to Pathways, Additional features and functionality on Training Scheduling Deletion reason enforcement on Learner Records Enhancements on Reports
v8.15.1	January	Download	The 8.15.1 release contains the following system improvements and changes: Various corrections and enhancements to existing functionality

2021
Version	Date		Notes
v8.15	November	Download	The 8.15 release contains the following system improvements and changes: User and Usage Report now include Signify Mobile Application data Performance Agreement Status Report to display not yet approved scores New Fit & Proper tab added to LMS Portal Email Sent Report has been added Next Available Course Step setting
v8.14	September	Download	The 8.14 release contains the following system improvements and changes: Option to add a subgroup as recipients on Due Date & Notifications Now able to set Appointment Requirements as a Condition for Due Date & Notifications, Performance Agreement Section Averages per Employee Report has been developed, A wizard has been added to create Performance Management templates Job Profiler Competencies page enhancements, Vacancy Tracker API daily feed of placements by third party & retrieval of details Talent Management now shows Current Location & Transferability and Emergency Cover & Successor, Notification now sent from Talent Management when an employee is ‘Ready Now’ Search functionality has been added on list of certificates on Training History Ability to download simultaneously all certificates achieved A report has been developed to indicate documents downloaded on Pathways Job Profiler Competencies weights, levels, proficiency level and descriptions have been enhanced
v8.13	May	Download	The 8.13 release contains the following system improvements and changes: Changes made to accessing Pathway administrative pages Enhancements on the LMS Portal
v8.12	March	Download	The 8.12 release contains the following system improvements and changes: Addition of bypass login link to Vacancy Tracker Notifications Ability to add different weight percentages for review periods Check in changes applied to Performance Management Unsaved data warning implementation on Performance Management rating page Clicker Assessments facility for multiple consecutive assessments STO ability to select engineers/licence administrators across all locations Public licence restrictions displayed on licence cards Introduction of various reports Enhancement of List of Training Interventions in Library Report Enhancement of SharePoint Server configuration
v8.11.2	February	Download	The 8.11.2 release contains the following system improvements and changes: Various minor enhancements and fixes to existing functionality

2018
Version	Date		Notes
V8.5	December	Download	In Version 8.5 the following new development have been done: The new learning mobile app has been released as a first test-draft version. Notifications can now be scheduled to go out from the pathways in order to communicate due dates to users. In Version 8.5 the following improvements have been made: Assessments can be disabled and / or replaced on the system, preventing administrators from using the incorrect assessments in pathways. The look and feel of dashboards have been enhanced. Duplicate requirements (direct or inherent) can no longer be added to Job Profiler. Programmes will move to outstanding on the LMS portal when linked items expire. Master data can be added to the system for WSP / ATR Categories. Training Interventions / Unit Standards and Programmes can be disabled or replaced. Pathways can be set to display each step as a new page. Table changes was made to optimise system data access. API calls have been added to the system.
V8.4	September	Download	In Version 8.4 the following improvements have been made: HTML Instructions can now be added to Career Conversation Programmes can be linked to Job Profiles using an import file Positions can be searched on Job Profiler Qualifications offered by my learning provider has been added to the PDP module, to Training Requirements on the LMS and to Manage Employees. Qualifications from the employee’s job can now be viewed on the PDP and LMS Training Requirements. My Employees have been merged into My Colleagues and the My Colleagues module has been updated and improved. Security settings have been improved, and New reports are now available.
V8.3	July	Download	In Version 8.3 the following enhancements have been made to the system: The general document uploader will now auto-populate the document’s description if the user did not enter a description first. Multiple learner records can now be created from an event’s attendance register. Documents that should be available on events can be selected. The Login and Registration pages have been consolidated into one. Learner Records have a new field called ‘Compliance Date’. Additional functionality has been added to the following master data pages: Unit Standards, Programmes and Qualifications. Changes have been made to the Leadership Behaviours and Finalization of Performance Management. Multiple report changes have been made.
V8.2	June	Download	The 8.6.2 version mainly addressed system issues and stability optimization. Also included is changes made to My Colleagues as well as some report changes.
V8.1	April	Download	In Version 8.1 several improvements have been made to the new version 8 ‘look and feel’ as well as general functionality and user friendliness. The following modules have been enhanced in the latest version: • HR Processes • Learner Records • Licences • LMS Portal • Manage Employees and Employee Details • Master Data • Performance Management • Reporting • Training Interventions and Import • Vacancy Tracker
V8	March	Download	It’s out with 7 and in with the new and improved Version 8! Version 8 show cases the new and improved look and feel of the Signify system, enhancing end user experience and satisfaction. The following has also been developed/enhanced for the latest version: • POE Moderation • SMS Scheduler • Offline reporting • Extra fields have been added to the ‘Employee Self Service; • Leave provision for ‘x’ days worked • Reinstate employee • Display additional information on Org Card • Use of apostrophes in Org name • Org search added to pathway target audience • Unique name checks throughout learning libraries • Vacancy tracker changes • Vat on Learning Store Invoice • WSP/ATR Pivotal Training Checkbox

List of the Release Notes v9

Version 9.1.132 (18 November 2024)

Performance Management

Unapproved ratings shown on the report (#119167)

Problem

• The scores should not be displayed until the ratings have been approved
• The Review Survey should be shown on the View/Print

 

Solution

• Fix the score shown on Print Preview when ratings are not approved. 
• Fix the Survey section on print preview. 

 

Evaluators to see all the employees they need to rate in one list across Review Setups (#123183)

Problem

• Currently, a person rating others gets 2 or more lists when people are in different review setups
   
  

Solution

• Ignore the review setups and periods when creating the list of people someone must evaluate
  
• Show ALL people you need to evaluate across review setups
  
• Add a column to show the review setups' due date

 

Emails for 360-degree evaluation (#123028)

Problem

• When the Evaluation Sent template is triggered it gets the list of evaluation items it needs to email out, each of these items are then updated to 'Sent' status. However, with large data sets the handler appears to time out and never return any recipients to the notifications client.

Solution

• Changed the UpdateEvaluationSentcommand handler to do a Bulk Update which required bypassing the normal aggregate root update. Also fixed the query selecting evaluations to mail out since it only needs to be sent out when the contract is in the ratings phase (objectives approved)

 

Search on create contracts screen not working (#118638)

Problem

• Sql command timeout occurs when selecting people with people groups for bulk action.

 

Solution

• Optimise query on select people for pm bulk action to create contracts from the template. Join on temp user-id table instead of selecting all records from cteOrderedAppointments

 

Hide setting: "Allow the manager to override who will approve and rate" (#122951)

Problem

• The setting has been added but is still in the pipeline to be developed

 

Solution

• Hide the setting until this functionality has been added

 

2 emails being sent with separate links for one Evaluation (#122047)

Problem

• 2 emails were sent when a review setup was linked to multiple years.

 

Solution

• Fixed issue by checking which review year set up the contract belongs to

 

Sent to Wrong Person Results not Saving Correctly Under Evaluations (#122676)

Problem

• If the evaluations were saved first, then submitted with "Sent to the wrong person" selected, the saved ratings were still shown on the evaluation summary

 

Solution

• If an evaluation is saved as a draft and then "Sent to the wrong person" is selected, the overall evaluation is deleted and the evaluation rating is set back to null

 

After Evaluation Results Submitted, Notification Sent Status Changes to Unsent (#122667)

Problem

• After Evaluation Results are Submitted, a Notification Sent with Status Changes to Unsent
  
  

Solution

• Fixed bug made by the changes of the new save functionality.

 

---

Job Profiler 

Job Profiler sync from V9 to V8 (#121932)

Problem

• The dropdowns when creating or editing a job profile are confusing as it looks like the default is always selected

 

Solution

• Add empty translated default

 

Job Code Search not working (#123312)

Problem

• On the Job Profiler admin screen the search is only checking against job title, you cannot thus search by Job Code

Solution

• Included Job Code on the search filter to allow searching for Job Title or Job Code.

 

---

People Management

SELECT NEW PROFILE PICTURE not available (#123135)

Problem

• The Image Resources settings handling the display/upload of Avatar images were also affecting the profile image selection and upload.

 

Solution

• Removed the if check determining the display of the Profile Picture selection and upload as this must ALWAYS be visible and not be affected by the Avatar settings.

 

---

HR Processes

Multiple persons on the topmost (root) node as fallback (#121882)

• Add the Workflow Fallback Configuration to the Process Flow page as well.
• It will first look at the Organisational Unit's setup and if no one is found, then it will look at the config on the Process Flow page.
• If the config is nowhere added, then there will be no Fallback and the process will break.

 

Linespace to be added on the Process Flow setup page (#123178)

Styling fixes

 

Fallback approvers set on the child node are shown for the person on the node above this node that the fallback is set for (#123180)

Problem

• Instead of selecting the user on the top node, it selected someone on the second-highest level.

 

Solution

• Fix fallback user calculation 

 

---

Learning Management

Make default absent email more generic (#123136)

Problem

• Need to change template to be more generic, changes to subject not applied to email.

Solution

• Change absent email template to be more generic, also allow subject to be custom

 

Date Picker styling (#122907)

Styling fixes

 

[Attendance Register] Show Username (#123009)

Problem

• Please consider displaying the Username of the employees on the Attendance register

 

Solution

• The username has been included within the student column for the attendance register, attendance history and mark sheet

 

Prevent users from clicking the attendance Register link if there's no period (#122073)

Problem

• There is no indication that periods need to be set up
• Error message for period retrieval is the wrong message

 

Solution

• Add a warning message to indicate periods need to be configured
• Added new message to indicate retrieval error

 

---

Tenant Management

Date Picker Defaults set to Future Date rather than currently configured date (#122611)

Problem

• When opening the "edit expiry date modal" the "Current expiry date" is a day after the actual date"
  

 

Solution 

• Added a fix to convert the date to the correct date so that it is not a day ahead.

 

Wrong Notification Template used for 1 Day After Notification (#122732)

Problem

• Licence Process Notifications are sent on the wrong dates.

 

Solution

• Ensure licence process notifications are sent on the correct date.

 

---

Data Warehouse

Performance Management: Exclude job titles from performance management (#122661)

Problem

• Performance Management Records are returning for Smollan, although the Job titles are excluded.
  

Solution

• Created custom container within V9 DWH that will remove Performance Management entries for Smollan if they are included in the Job Title exclusion list

 

Reportbuilder.Materializedusers not updated (#121762)

Problem

• Report builder materialised users fails
  
• When importing
  
• Notification users are not created
  
• Performance reporting lines are not updated
  
• Appointments are not updated for materialised users
  
• User data is lost when updating appointments or reporting line data

Solution:

• The notification did not implement batch user materialisation and appointments
  Performance management implements batch reporting line materialisation
  
• Report builder correct code
  
• Implement updates of materialised data only if changes
  
• Add migrations to update data across services for report builder and notifications

 

Competencies not in DWH (#121863)

Claim Report for Sage Import (#122871)

 

 

 

 

 

 

Version 9.1.131 (18 November 2024)

People Management

Users cannot send Kudos - People group problem (#122263)

Problem

• When a user does not have an active / default people group, the My Team / My Department / My Company user lists don't load. 
• This is incorrect, as for those views, it does not require the user to have a people group, and it will return only relevant people based on the reporting line/org.

Solution:

• Removed the check to not call getUsers when a user does not have an active people group.

Active people indicator shows employees as Future Dated when the appointment date is in the past (#121617)

Problem

•  When hovering over the Active People count for a newly created ruleset, the count shows that the 1 person appointed is future-dated.

Solution

• Ensure that the person is not seen as future-dated but active

Support user visible on newly created ruleset (#121931)

Problem

• The support user is shown on the People Management Dashboard

Solution

• Hide the user from the front-end

Fit initials into bubble (#122322)

Problem

• The initials do not fit in the bubbles

Solution

• Make the font smaller

---

Main Dashboard

Update size of middle block (#122320)

Problem

• The My Colleagues widget is bigger than the rest

Solution

• Align the widget with the rest of the widgets

---

Global Search

Search field loses focus (#121885)

Problem

• You type a few characters, and then the page reloads to show the relevant filtered data, but it loses focus, and you have to click on it again to refine your search.

Solution

• After the result set has been filtered, place the focus back in the search box so that you can continue to refine without having to click in the box again.

---

Imports

Disabilities duplicated (#121903)

Problem

• When reimporting a user the disabilities are duplicated and all disabilities added on the front end are deleted
  
• The importation of long org codes fails at the DB level.
  
• When creating a new user, if there are empty disabilities in the master data, the import fails with the object reference issue.

Solution

• Change the domain update of disabilities when importing as disabilities in the DB are not loaded
  
• Correct the length of the org code in the pre-validation
  
• Add checks for null disabilities when creating a user

Add Person AppointmentEndDate to MaterialisedUsers tables (#121349)

Problem

• Report builder materialised users fails
  
• When importing
  
• Notification users are not created
  
• Performance reporting lines are not updated
  
• Appointments are not updated for materialised users
  
• User data is lost when updating appointments or reporting line data

Solution

• The notification did not implement batch user materialisation and appointments
  
• Performance management implements batch reporting line materialisation
  
• Report builder correct code
  
• Implement updates of materialised data only if changes
  
• Add migrations to update data across services for report builder and notifications

---

Organisational Structure

Line Manager details spill off the page (#121877)

Problem

• With the Zoom at 90%, (values higher than 80%)  the Line Manager details for the positions spill over the right border of the page.

Solution

• Wrap the text with the zoom

---

Learning Management

Unable to view all Learning Portal contents once logged in using copied link (#122264)

Not able to link learning manage role to user (#122890)

Problem

• The role for Learning Administrator is not available in V9

Solution

• Create a Learning Administrator role

---

Data Warehouse

Table consolidation and Data Dictionary cleanup (#121664)

• There is data in the Data Dictionary tables across tenants
• There are unused columns in the Datawarehouse tables
• There are tables in the Datawarehouse that can be combined
• There are columns in the Data Dictionary where the content of the column is unclear
  This requires a rename of the alias of such columns
• Column names do not appear in an expected / logical order
   

---

Performance Management

Cannot submit agreement (#122734)

Problem

• Error when attempting to save a comment.
• The section item weight must be greater than 0.
• The section weight is, however, 5%, and the employee is still busy capturing the remainder of the information and balancing the scorecard.  

Solution

• Skip validation for weight on values and behaviours when setting auto distribution is enabled 

Move tooltips up for buttons on the agreement page (#118757)

Problem

• When you view an agreement, several buttons can be found at the bottom of the screen. Some of them display a tooltip on hover, but it sometimes gets in the way then the click is not registered. 

Solution

• Move the tooltips to display above the buttons

As a Performance Administrator viewing the Review Setups, I want to have a setting to determine whether the timeline should show on Performance Dashboard for the end-user (#121303)

Problem

• People requested to not see the timeline on the Dashboard

Solution

• Add a setting to hide the timeline on the Dashboard

As a Performance Administrator viewing the Review Setups, I want to have a setting to determine whether the Agreements can be edited when using the API to create Agreements (#121302)

Problem

• No functionality existed to lock an agreement from editing

Solution 

• Added new settings

As a person doing the evaluation, I want a Save button to save my progress for later (#122391)

• Added a Save button before the Submit button on the evaluator page
• The Save has been added on the Back arrow as well
• This is to allow the person to add ratings and comments and then come back later

As an employee creating the evaluations, I want to see the people's name, surname and email (#122390)

• When the setting is enabled for the Manager and Employee not to see the results, and the employee and/or manager is creating the evaluations, the selected people's info should be shown
• Do not show the results on the create evaluation modal
• Summary modal stays as is

Employee and Manager creating Evaluations

Summary 

• When the setting is selected that the employee may not see the results, but the manager can, then the same as for the employee above should be implemented
• For the Manager, it stays as is

Manager

Employee

Summary - Employee

Summary - Manager

Action Label Requires Correction (#122015)

Problem

• When a user receives an evaluation request link via email, when the link is opened the Action Heading is displayed as ACTION.ACTION - this should be ACTION

Solution

• Added the translation for Action

---

System Menu

The translate button on the My Heading field does not navigate the user to the Menu Heading field translation field (#121904)

Problem

•  When clicking on the Translate button on the Menu Heading field, I am navigated to the first item on the translation list.

Solution

• Ensure that the user is taken directly to the Menu Heading field on the list of translations.

---

Report Builder

Changes to date field (#121255)

Problem

• When right-clicking on a date field in Report Builder, the following options show and there is no option for time:

Solution

• Change the current one above to Date and time (Default)
  • This time shows as: 2024-10-07T07:30:53.8235783
  • Show as our standard date/time function, but aligned to the selected culture and timezone.  In the above example it should be: 2024-10-07 9:30:58

• Add another option for Date only
  • This option must show the date without the time component

---

API

As a System Owner, I want to create an API call to import Performance Agreements from a third-party system (#121301)

Business Rules

---

New Development

HR Processes (#116458)

User Story 1 - As a People Management Administrator accessing HR Processes from the Inbox, I want to go directly to the Product Setup

User Story 2 - As a person with access to the Organisational Structure, I want to have a new section for the Workflow Fallback Configuration when adding or editing an org unit

User Story 3 - As a People Management Administrator accessing HR Processes Product Setup, I want to have a section for the Workflow Fallback when adding or editing a Process Flow

User Story 4 - As a People Management Administrator accessing HR Processes Product Setup, I want to have new fields available when adding the Approval Levels for a Process Flow

User Story 5 – As an Approver, I want to be able to upload files

User Story 6 – As an Approver, I want to be able to Cancel a Request

User Story 7 – As an Approver, I want to be able to request more information from the previous approvers or submitted person

User Story 8 – As a Fallback Approver, I want to be able to select another approver

User Story 9 – As a Ruleset Administrator, I want to have a Notification Template for the request for more information option

User Story 10 – As a Translation Administrator, I want to have the new fields available for translation

User Story 11 – As a Report Builder, I want all the new fields available in the DWH

User Story 12 – As an approver, I want my approvals not to be updated at the same time if there is an approval in between

• The approval will have to be done again if there is another approver after the first approval

User Story 13 – As a System Owner, I want each request to have a reference number which displays on the Request and Notifications

User Story 14 – As an Approver, I want to see my Historical Approvals

---

Version 9.1.130 (5 November 2024)

Performance Management

The performance manager’s comments have disappeared (#122076)

Problem

• Manager comments were disappearing.
• Audit data indicated that on the Final Rating of the item, the manager's comment was set to null which should not happen, it must take the comment provided on the front end.
• Eventually, it was determined issue was with Copy Ratings To Final functionality which was resetting the Manager and Private comments to null

 

Solution

• When Copy Ratings To Final then take the L3 item's comments as is currently.
  
• Also, fixed the problem preventing the editing of VB items during the Objectives phase.

 

Move Employees (#121775)

Problem

• Searching on this tab was the front end only.
  
• Duplicates were returned

Solution

• Do the searching back-end on all available data.
  
• Ensure that the people are grouped, so that duplicates are not returned.

 

Unable to add final ratings (#122313)

Problem

• There are scenarios that occur, however unlikely, where one of the parties approves ratings without the objectives begin approved.
• This should not be possible, but could perhaps be caused by leaving the contract page open for an extended time, and then the other party unapproves the objectives.

Solution

• Added additional validation to the rating approval to check that both User (for dual approval) and Manager objectives are submitted.
• Also on objectives unapproval, check if ratings are approved and unapprove as well.
• Unit tests updated.

 

---

Ruleset Management

Refresh to continue error when accessing Learning Portal on copied ruleset (#122331)

Problem

• When a ruleset is copied the corresponding schema is not created and the V8 pages break when accessed

 

Solution

• Add the request step to the ruleset copy process

 

---

Imports

New jobs not importing on V8 (#122003)

Problem

• The jobs are not importing to V8 using the bulk import

 

Solution

• Ensure that the Position's Org Path sync

 

---

Data Warehouse

New scorecard status report issues (#122383)

Problem

• Duplicates occurred within jpAppointments due to daily appointments import and the section within the Datawarehouse was removed to remove and only keep the latest record.
  
  

Solution

• Updated the script within jpAppointments container for V9 Datawarehouse that will delete and only keep the latest appointment entry per Job Position and User
  

 

Objective setting date visible but status still false (#122380)

Problem

• There issue on the system where a date field will be populated, although the related boolean value is still false
  
  

Solution

• Added section within pdmContractPeriods container for V9 Datawarehouse that will clear Date fields if the related boolean is still set to false to resolve reporting issues

 

Employees not showing on Report (#122004)

 

---

 

 

 

Version 9.1.129 (30 October 2024)

Performance Management

Approved ratings that are empty (#122271)

Problem

• There are contracts that have FinalScoreApproved = true, but none of the items have a Final Rating.
• This should be impossible, as when submitting ratings for approval, there is front-end validation to ensure all items have ratings.
• Also, I cannot find another means to replicate this issue.

Solution

• To try to mitigate the problem, additional checks were added on the domain-side validation for the rating approval to ensure that when final ratings are submitted, all items must have a rating.

 

Incorrect ordering of the ratings (#122246)

Problem

• Ratings are shown as they are added

 

Solution

• Change the ordering to look at the Setup's order

 

Move Employee Scorecard from 1 setup to another (#121906)

Problem

• The bulk move message is lost when a failure occurs or is only available in the services log
  
• The add of the user on the people group fails due to being unauthenticated in the backend process.

 

Solution

• Return message form move command and concatenate
  
• Only include users when there are any users to include
  
• Allow anonymous linking of people group items when the ruleset is provided.

 

Display of Original Final score decimals (#122029)

Problem

• The original Score is not shown with 2 decimals

 

Solution

• Change the display of the original score shown in the tooltip after importing a calibrated score, to show 2 decimals

 

Misalignment with the table headers (#122076)

Problem

• When the final rating is excluded, and the employee views that finalized contract there is a misalignment of the table cell and the headers.

 

Solution

• Fix the alignment caused by the final rating being excluded.

 

Final Ratings Calculations (#122077)

Problem

• The scores that are displayed on the user banner when viewing a contract has an issue on the calculation when you rate an item, or change a rating, and when the sections have different max ratings.
• The rated score is calculated per section and summed instead of using the percentage scores and then multiplying by the max year score.

 

Solution

• Fix calculation to correctly base of Performance Max Year and not rated score per section totalled.
• Also, the same fix on UserRatingScores saves (Saved for informational purposes.)

 

---

Report Builder

Unable to edit publish status on Report (#121524)

Problem

• When trying to publish a report it does not save the published value and also does not indicate the saved snack message. Modal also did not close.

 

Solution

• Model validation failed because of recent People Group additions, excluding PeopleGroupList from model state validation on Update.
  
• Also picked up checkboxes from report form was getting serialized in duplicate, once for each state the checkbox had (once for false and then if it toggled another state for true).
• Added code to filter out the duplicates.

 

No data is available on the performance status report (#122008)

Problem

• Timeout in PG refresh for 83K users
  
• Incorrect syntax when username or position had accents

 

Solution

• Extend the timeout to 10min when calculating the PG
  
• Add exclusion of or path when listing users
  
• Make the max received bytes larger for the channel as 83k exceeds the 4MB default
  
• Escape accents in username, surname and position title
  
• Change query to delete the users that have been removed from the PG and add the users that have been added to the PG

 

---

SigniChat

Styling on Chat Search box to be made standard (#120691)

Problem

• The Search box styling on the chat header is not correct.

 

Solution

• Implement the standard search box as in the Main Banner

Version 9.1.128 (25 October 2024)

Performance Management 

Move Employee Scorecard from 1 setup to another (#121906)

Problem

• When a custom people group is linked to an org node that includes a child node it is seen as an org people group rather than a custom. A source review setup that is linked to this custom people group cannot be moved because it is not seen as a custom people group

 

Solution

• Remove the filter for custom people groups

 

---

Report Builder

People Group not applied when exporting report (#121917)

Problem

• Users are included in the people group of org units where they have historical appointments. They are then visible on the PG of the previous appointment org nodes as well as the current active appointment org node.

 

Solution

• Users should only be included in the people group of the org unit on which they are currently actively appointed.
  
• Filter the org unit People Group Users select on appointment start and end date

 

---

Data Warehouse

People Profile Report (#121987)

Problem

• Fields missing when creating a report

 

Solution

Added the below fields to display under the Appointments

• Occupational Category
• Occupational Level
• OFO Code

 

 

---

 

 

Version 9.1.127 (24 October 2024)

Performance Management

Cannot submit - Phase not active (#121535)

Problem

• The phase active check was not taking the end date as inclusive, it matches against the date only. 
• This means that if the phase ends on 14 October, it does not include the current day. All the period/phase dates are inclusive.

Solution

• Change the calculation for phase active to check the end date as inclusive.

Print/View button not showing in the contract (#121816)

Problem

• When in the rating phase and the manager and user scores are approved or the final score is approved a user cannot see the print button under more options.

Solution

• In this case, rather return the print button than nothing to allow the user to print the agreement.

People's names are showing on the Evaluation Summary in the Objective Setting Phase (#120919)

Problem

• When the 'Show the results anonymously' setting is active, the usernames still show while in the Objective Setting Phase.

 

Solution

• Implemented a fix to ensure that the user names are not showing while the setting is active and in that phase.

Ratings Deadline for Mid-Year Review Notification dates incorrect (#121814)

Problem

• The data placeholders for the PM emails are not formatted according to the default language selected for the ruleset

Solution

• The culture formatting that uses the default languages for the following PM emails has been added:
  • Objectve Setting Deadline
  • Rating Deadline
  • Check-in Deadline
  • Check-in Started
  • Evaluation Sent

Add a hand icon on the items that can be selected when copying a Template (#120056)

Problem

• The cursor does not change to show an item can be selected

 

Solution

• Enable the selection hand to show an item that can be selected

 

Notification Status Displaying Incorrectly (#120055)

Problem

• An evaluation was submitted and the evaluator submitted a rating and comment - however, it is displaying as though it has not yet been sent (Notification & Status are incorrect) this is problematic as it would allow the deletion of an already submitted evaluation.

 

Solution

• Ensure the statuses are pulled through on all pages

 

Backspace does not clear V&B weight (#113302)

Problem

• When the setting is to distribute the weights of Values & Behaviour items, you can't clear the text field with the backspace key. It stops in front of the last number.

 

Solution

• Enable the clear of the weight field when using the backspace key

 

Username overlaps when it is very long (#113525)

Problem

• When you have a long username, it overlaps with the instructions

 

Solution

• Add ellipses when a username has more than a certain number of characters and then have it displayed in a tooltip on hover

---

People Management

Banner Image not updated on Manage Profile Page (#121918)

Problem

• The ruleset's default banner was not displayed on the card view when the user had no selected banner

Solution

• Include the ruleset ID, when generating the image paths to ensure the current schemas default is used if it exists rather than R1s default

Cannot delete the alternative email (#121868)

Problem

• The alternate email cannot be cleared

Solution

• Remove the default domain functionality when updating contact details to empty

Password reset confirmation (#110536)

Problem

• The modal shows incorrect wording

 

Solution

• Instead of showing "The Person" the modal now shows the person's email address

---

Imports

Improve reporting line sync - reporting lines created with reporting line import from V9 to V8 (#119203)

• Do reporting line sync in bulk or batches, at least
• Only do incremental updates where there are changes, not all every time

---

Report Builder

People Group not applied when exporting report (#121917)

 

Terminated people not showing up on Report (#121805)

Problem

• The people group on the report builder only contains data for active users; thus, reports cannot be drawn for terminated or future-date users.

 

Solution

• Remove the caching select that only contains active users
  
• Include all users for the target audience when selecting data from the job profiler
  
• Ensure the query does not break when the position is not linked to an active org node

Changes to Styling on Full Report page (#121257)

Problem

• When viewing the full report, and when there are many columns, the paging buttons are off the screen and cannot be seen.

Solution

• Move the paging buttons left

Changes to styling on the Preview pane (#121256)

Problem

• No message is displayed to inform the person that only a certain amount of people is displayed

Solution

• Add a message:
  • Only the top 10 records are shown.  Click on the View Full Report button.

---

Data Warehouse

Create a workflow to deploy DWH packages to UAT and Live (#119232)

• • Create a Powershell script to build and package the V9 DWH project for connection managers that connect to master (juliet\sql2019)
  • Extend the Powershell script to deploy the packages to master
  • Extend the Powershell script to update the Data Dictionary
  • Finally, create a Github Actions workflow that will run this Powershell script on WindsorHytbrid with input parameters - the input parameters will be discussed at this point

Add Unapproved and Approved Final Score (#121702)

Problem

• The unapproved shows as approved

Solution

• Add the Unapproved score to the DWH

---

Tenant Management

Notification sent out based on historic dates (#120742)

Problem

• Notifications are sent out for historical licences

 

Solution

• Only send notifications for current active licences

 

---

Main Dashboard

Unable to cycle banner images after New ones are selected (#120501)

Problem

• When a different set of images is selected or the selection is changed in any way and the user saves these changes, after these changes have been effected the User is unable to use the navigation arrows to cycle through the image selections

 

Solution

• Refresh the images to allow the images to cycle through

 

Months of the year not translated on the Dashboard (#120788)

Problem

• The months on the calendar strip at the top of the Dashboard are not translated.

 

Solution

• Add translation for the months on the timeline

 

---

SigniChat

The terminated employee shows as a member of the Signichat group (#121260)

Problem

• The members listed include terminated employees

 

Solution

• Terminated people are removed from the People Groups. The same logic has been implemented on the SigniChat Groups

 

---

Job Profiler

The system does not prevent a user from Unpublishing a Job Profiler with Active Positions (#120455)

Problem

• The system does not prevent a user from Unpublishing a Job Profiler with Active Positions.

 

Solution

• Prevent an Admin from "Unpublishing" a Job Profile with Active Positions.
• Add a tooltip:
  • The Job Profile cannot be unpublished because there are Active Positions linked.

 

---

Organisational Structure

Employee import error (#121076)

Problem

• The Employee Import allows an org code that is longer than 100 characters and then trims the code during validation which causes unexpected results.

 

Solution

• First, validate that the org length is not longer than 100 characters before validating the org structure.

---

 

 

Version 9.1.126 (21 October 2024)

Performance Management

Unlocking of a Scorecard (#121195)

Problem

• A 0.00 score rating is different than an excluded rating (it means you did REALLY badly). 0.00 ratings are allowed but on the ratings, submission check the !(level3[name] as Rating)?.score incorrectly flags a 0 score as true.
  
• Additionally picked up on the main dashboard that the contract score calculation had a hardcoded max rating of 5, this is incorrect and should use the performance year max score.
  

Solution

• Change the validation check to specifically check whether rating score is null and not excluded (implies no rating yet).
  Correctly calculate dashboard PM score using PM Year max rating.
  

Phase Dates (#121535)

Problem

• The phase active check did not take the end date as inclusive; it matches against the date only. This means that if the phase ends on 14 October, it does not include the current day. All the period/phase dates are inclusive.

Solution

• Change the calculation for phase active to check the end date as inclusive.

---

Job Profiler

OFO Codes cannot be selected (#121425)

Problem

• The on click events were only set once when the general tab was loaded, causing some rows that are not on the first page to not have an onclick event set.

Solution

• Updated job-profile.js to set click events on dynamically created rows within the OFO codes table using the DataTable plugin.

---

Identity

MS login improvement (#121045)

Problem

• Users who log in with MS are often (when logged in with one account) not given the option to "See" which account they logged into and then the message "User is not active" is displayed.

Solution

• Change the "User is not active" message to "User [username] is not active.
•  In the case of normal logins, this should display the username e.g. User [username] is not active
•  In the case of any third-party login, it should display
  • User [person@thirdparty.co.za] is not active so the username at least displays for fault-finding purposes
•  In addition, when logging in with MS display the following message in addition to the above:
  • If you want to log in with a different Microsoft account, please sign out here and log in with the correct account. After signing out, return to this page to log in again.
    • sign out here opens https://www.office.com/

---

SigniChat

Timestamps on Sent view is 2 hours behind (#121259)

Problem

• Timestamp is 2 hours behind

Solution

• Implement the UTC time rule

---

System Access

Empty pages on some V8 menu items (#121452)

Problem

• The controller mapping for the default theme URL caused the Additional services controller to be intercepted on load. This resulted in the page never loading.

Solution

• Added custom path for additional service pages
  
• Included user-id in the query string object

---

Imports

Copy wwwroot/content in the build phase (#120305)

---

Data Warehouse

PAS report add Contracting Completed Status (#121603)

Problem

• The client wants an extra column added showing a ‘Contracting Completed’ status when the following 2 columns are both TRUE:
  • Employee Objective Setting Started
  • Manager Objective Setting Started

Solution

• In Datasource "Contract Periods", I have added the requested field "Contracting Completed" within the Report Builder.
  

Create a workflow to deploy DWH packages to UAT and Live (#119232)

Actual Values available in the DWH (#119385)

V9 PM Reports (#119854)

Version 9.1.125 (21 October 2024)

Ruleset Management

Better ruleset URL handling (#120938)

Problem

• A vague error message is displayed when the ruleset cannot be determined from the URL.

 

Solution

• Display a more appropriate message when the URL is incorrect.

 

Improve reporting line sync - reporting lines created with reporting line import from V9 to V8 (#119203)

Problem

• Currently reporting lines are synced to V8 from V9, row for row 
  

 

Solution

• Do reporting line sync in bulk or batches, at least
  
• Only do incremental updates where there are changes, not all every time

---

Imports

New employee created when you update the username while using the externalId or Employee Code setting (#121154)

Problem

• The username import settings could not be saved on the integrations tab
  
• The setting did not trim the values correctly when comparing the string fields
  
• The external ID is not updated to the new value the user is imported with
  
• The message displayed after the import was incorrect
  
• The order of the import tab was not correct

 

Solution

• Correct the js that selected the checked value of the settings
  
• Added trims when comparing employee and/or ID number fields
  
• Used the correct external ID when updating the user
  
• Change the message displayed from

 

---

Data Warehouse

Add a field for the agreement check-in ratio (#120046)

• Agreement Check-In ratio

Add a step to DWH SSIS Packages to clear the People Group Users table (#115619)

 

---

Report Builder

Have the People Group by default to use when running the report (#115616)

• Always include the People Group filter when adding a report with people data
  • This is added as a dropdown in the Report Filter Options Accordion 
  • This option is always the first one
• The Active People Group will be used as default but can be changed

 

Modify Report Builder Stored Procedure (#115618)

• Modify Report Builder Stored Procedure to include join to DWH people group users table when ‘Users’ data source is included on the report
• Alternatively, we might be able to set up the DWH table as a JOIN to Users, this table should just never be selectable as a data source on the Data Dictionary

Version 9.1.124 (21 October 2024)

Imports

Data file upload (#121204)

Problem

• When the ruleset does not use payroll connectors the import breaks when updating user data
• When the username has been accented the import of appointments fails
• When the job profiles are imported without a code, only the first job profile is imported into the sheets, and the import fails at the positions step.
  When the org codes are not provided the import uses the ruleset name as the root node rather than the org level 1 when constructing the org path and the position step fails because the org could not be found.
• When you save on the integration tab and the content server validation fails the other settings on the page are not saved.
  When the content server has a valid password and you save the validation fails because the password is not sent to the server.

 

Solution

• Initialised payroll connector as null rather than new
  
• Sanitise the username in dapper queries when accents are present
  
• Add fallback to the title when the job code is empty when determining the unique jobs to create
  
• Use the org level 1 when creating the path

 

---

Ruleset Management

User Name Changes (#119426)

Problem

• When you save on the integration tab and the content server validation fails the other settings on the page are not saved
  
• When the content server has a valid password and you save the validation fails because the password is not sent to the server

 

Solution

• Change the order of the actions in the update so the content server is updated at the end
  
• Change the selector that retrieves the value of the password field

 

Handle invalid ruleset error better (#120938)

Problem

• A vague error message is displayed when the ruleset cannot be determined from the URL

 

Solution

• Display a more appropriate message when the URL is incorrect

 

---

HR Processes

Claims Report (#120508)

Problem

• On the Historical Requests tab, the display limit is currently 10
• When clicking on Load More it does not appear to work and still only displays 10, when there are more than 10 items in the database
• The problem is with the container ID used for each tab ('Awaiting', 'Open', 'Historic')
• All 2 use the same partial to populate information
• This partial had a wrapper div with an id="process-requests-container."
• When clicking on the next displayed tab, it loads the partial into the next v-tab—"container," with the result being that there is more than 1 element with id="process-requests-container."
• When the Load More then tries to add the next batch of requests, it looks for #process-requests-container and adds the requests to the first element it finds which adds the historical records to the 'Awaiting' tab

Solution

• Changed the partial wrapper div id to be determined based on the selected tab, changed the page hidden fields to be class references to not have duplicate id elements present
• Changed the Load More functionality to look for the specific tab container ID and add the items to that to ensure the correct elements are used

 

---

Performance Management

Add domain validation (#112141)

Problem

• There is a rare occurrence where an L3 weight ends up being 0% which causes unwanted problems on the contract
• To address that it does not need to add domain-level validation to ensure that weights are always greater than 0% on a domain-level
  
• However, with this change, an additional change needed to be made on the Templates with regard to the Hide Scores setting, which only flagged the first item as 100% and the rest as 0% since it did not matter at the time
• When the contract is created from the template and then submitted the weights are distributed

Solution

• Add domain validation to ensure captured weights are greater than 0
  
• Distribute weights on the template when hide scores are enabled

 

Cannot Print Agreements (#121253)

Problem

• When impersonating and clicking on View / Print an error is shown indicating the user does not have access to the contract, the impersonation is not getting sent through to the view/print pages.

Solution

• Include the ImpersonateUserId on all the view / print links if available to allow the impersonator to view / print the contract.
• Fix the issue with auto weight distribution when hiding scores and allow perspectives off 
• Fix weights displaying on the template when hiding scores on 
• Fix add key competencies breaking when hiding scores on 

 

Ratings (#120918)

Problem

• For the next action and stage of the contract, the next action seems to display the correct translation.

Solution

• Change the wording generically to:
  • Complete and submit the Manager Ratings

 

---

Data Warehouse

Claims Report (#120508)

• Corrected the update of ApprovalStatus 

 

 

 

 

 

Version 9.1.123 (7 October 2024)

People Management 

Unable to access People Management module (#121118)

Problem

• When a user opens the people dashboards LM is terminated or the LM's position is deleted or inactive the dashboard breaks

 

Solution

• Change the active check to get the user to use the latest appointment of the user rather than the active appointment.
• Remove the check on the position's deleted or active fields
• Added a catch when loading the manager's data to ensure the people dashboard does not break because the LM's details could not be loaded

 

The content of the box remains unchanged even though people are filtered on selected subgroups (#121164)

Problem

• On People view when changing the active people group from the dropdown the users are filtered correctly, but the dropdown selected value does not change along with it, it remains on the 1ste item.

 

Solution

• On item change also set the selected option state variable so it sets the selected value on the dropdown correct

 

---

Theme Management

Menu Portal Language Translation not working (#121198)

Problem

• When the default language on one ruleset is en-US and you open a new ruleset where the default is en-UK the cookie storing the culture is not cleared.
• When a single language is active the cookie is then used to set the preferred language even though it is not active causing incorrect translations to display

 

Solution

• Clear the cookie when switching theme URLs
• When storing the preferred language if it is not part of the enabled languages of the ruleset do not store data in the language rather clear the culture to use the ruleset default going forward

Version 9.1.122 (7 October 2024)

Exports

Performance Agreement Status Report - Editing after download (#109250)

Problem

• When you export a list or report to Excel you cannot edit it before you unblock the content.

 

Solution

• Removed the sheet protection that blocked editing on the sheet, object, and scenario, which is unnecessary.

 

---

Performance Management

Cannot copy the Manager ratings to the final ratings (#121067)

Problem

• Manager ratings could not be copied to the final.
  

 

Solution

• Ensure manager ratings can be copied to the final.

 

When opening the ratings, the loading of ratings takes a long time and shows an incorrect message (#120771)

Problem

• On slow connections when opening the ratings modal for an item, the "no ratings configured" alert box is shown until after the ratings have loaded.

 

Solution

• Added a flag to indicate whether the ratings have loaded yet and instead show the Loading component. Once loaded if still no ratings are returned then show alert.

 

Sections are shown in red in the scrollspy list (#118744)

Problem

• During check-ins, the side scrollspy menu is showing in red/invalid. Even though the objectives phase has passed and all items weights should already be correct.

 

Solution

• The scrollspy check to determine whether any section or child items are invalid was recently corrected/improved, on the check-ins, the item weights were not returned which resulted in the invalid being displayed.
• Included the item weights on the check-in fetch to allow the validation to work correctly.

 

Able to save blank perspectives (#118739)

Problem

• When adding a perspective and only providing the weight the user could add an empty perspective when clicking on Save Add New. Save correctly validates that weight must be > 0 and perspective item must be selected.

 

Solution

• Add perspective-selected validation to save and add a new function.

 

Approve Employee Self-Rating (#120785)

Problem

• The start date of the period is not included when ignored end dates are true

 

Solution

• Ensure the start date of the period is included when calculating if the period is active

 

Hide the second column of the Interpolation Ratings section (#121065)

Problem

• The interpolation descriptions on the print view need to be hidden

 

Solution

• Hide interpolation description on print view as it clutters the screen

 

Reset the modal after entering an actual value (#121040)

 

---

Mobile APP

PM Menu item does not appear (121074)

Problem

• The account API call to get the active products on a ruleset has roll-specific authorization. This presents an issue on the Mobile App which uses this call to determine which V9 products are active, resulting in the call failing auth and it returning no products being active on V9.
• None of the V9 product icons then show for a normal user only for users that are ruleset admins.

 

Solution

• Removed the roll-specific requirement from the call.
• Checked on MVC where it does utilize this call a roll-specific check is already in place so should not affect Web functionality too much.

 

---

Datawarehouse

Create workflow to deploy DWH packages to UAT and Live (#119232)

• • Create a Powershell script to build and package the V9 DWH project for connection managers that connect to master (juliet\sql2019)
  • Extend the Powershell script to deploy the packages to master
  • Extend the Powershell script to update the Data Dictionary
  • Finally, create a Github Actions workflow that will run this Powershell script on WindsorHytbrid with input parameters - the input parameters will be discussed at this point

 

---

Main Dashboard

Investigate unnecessary DB calls in v9 modules (#110710)

Problem

• Performance issue on the Main Dashboard

 

Solution

• Some unnecessary calls were being made in a parent and child component, where the value could just be passed as a param to the child component (modal). Also, combined two http get requests into a single request. Each request returned a single property from the same controller, so it made sense to rather combine it.

 

Version 9.1.121 (7 October 2024)

People Management

Username to be removed on card view (#120911)

Problem

• Clients do not want the username to display on the Card View

 

Solution

• Hide the username on the card view of the People Management dashboard

 

Pop-up stays on screen after selecting a People Groups (#120423)

Problem

• The tooltip stays on the screen after hovering

 

Solution

• Make sure the tooltip does not stay on the page after navigating away

 

---

Identity and Authorisations

Clicking Cancel on the Disclaimer pane shows a white screen indefinitely (#120664)

Problem

• When a user clicks on the Cancel button on the Disclaimer page, the user is navigated to a white browser page.

 

Solution

• Ensure the redirect when clicking on the Cancel button takes the user to the login page

 

---

Ruleset Setup

Products setup on Report Builder Product tile unresponsive (#102675)

Problem

• The Product Setup menu option is displayed although there is no setup

 

Solution

• Hide the Product Setup menu option

 

Styling on Disclaimer to be tweaked (#120659)

Problem

• The Disclaimer message needs styling changes

 

Solution

• Removed the superfluous vertical scroll bar on the right-hand side when an image has been added
  
• Move the image and Disclaimer text to the right, instead of right up against the pane's border.
  
• Show the link

 

Default Badges did not copy when the new Tenant and Ruleset was created (#114454)

Problem

• When creating a new tenant the default badges are not created. Also found an issue when creating only a new ruleset.
  

 

Solution 

• Implemented changes to create default badges when a new tenant is created and when a new ruleset is created.

 

System Menu: No indication that changes will be lost (#106936)

Problem

• When changing anything in a menu item and then navigating away without clicking on 'Save' the changes are lost.

 

Solution

• Added a warning message that unsaved changes will be lost

 

---

Imports

Error when people try to log in (#120909)

Problem

• When an existing user is imported a duplicate claim is made for the given name.
• The family_name was updated to given_name in AspNetUserClaims. 
• When the user logs in the page breaks

 

Solution

• Ensure the surname is added as family_name and not the given name

 

User name changes (#119426)

Problem

• When a username changes when importing a new person if the external ID is not used the person will be created as a new user on the ruleset

 

Solution

• Add settings to use additional fields to update the username

• Check on the settings in order starting with employee code, ID number and external ID to try and find the user to change the username for
  
• Should the unique field be in duplicate either in the import file or on the ruleset throw an appropriate error
  
• Add checks to ensure if the user was seen to have a username change but failed that it is not created as a new user.
  
• When exporting data via the ListUserExport API the start date in the group and the start date in the company are populated
  
• When a page is left open for an extended period the user will be redirected to the error page after the next click should the error not be handled

---

Performance Management

When rating KPI the area is not clickable anymore (#116413)

Problem

• To rate an item, the user must click the Rate / Change buttons.
• This is slightly inconvenient and the request was made to allow clicking anywhere on the row to access the item to rate (where it does not overlap with other functionality Eg the action buttons).

 

Solution

• Make the entire row clickable to allow rating regardless of whether the final score is approved, and update the person rating active configuration accordingly.

 

---

Technical

Domain Errors (#113747)

Problem

• The JSON errors were displayed as the page content

 

Solution

• Refactor the exception handler
  
• Add redirects in the auth controller for expiry
  
• Refactor error controller for Ajax and MVC loads, cater for session expiry
  
• Add retry on the general error page to reload
  
• Add session expired page with logout button for MVC, allow Ajax to directly logout when the session is expired.
  
• Reduce the batch size of exception consumer

 

---

Translations

Static translations missing (#118237)

Problem

• • de, af-Za, en-UK, en-US, AM, pt-MZ, fr-CF, ar-SA
• Static translations are not visible on the language module and cannot be changed from the front end and needs to be added on the Identity service.
• So far it looks like only German has been completely translated.

 

Solution

• Added static translations for all the core supported languages

 

---

HR Processes

Non-descriptive error displayed when adding process with name & code which already exists (#119243)

Problem

• The generic error message displays

 

Solution

• Added a descriptive message:
• This process code has already been used

 

---

Job Profiler

The system does not prevent a user from Unpublishing a Job Profiler with Active Positions (#120455)

Problem

• The system does not prevent a user from Unpublishing a Job Profiler with Active Positions.

 

Solution

•  Prevent an Admin from "Unpublishing" a Job Profile that has Active Positions.

 

---

Tenant Management

Error when creating tenant without specifying a reseller (#119573)

Problem

• When not specifying a Reseller and the Create button is clicked, a non-descriptive error is given.
• This does not happen when a reseller has been selected.

 

Solution

• Add a message:
  • Additional service creation could not be created

 

---

New Functionality

Performance Management: Interpolation (#115065)

 

Introduction

Interpolation is used to map Actual Values to the Rating Scales. During the Rating Phase, Actual Values are entered and then mapped to give a rating.

This functionality is available when creating Templates, when an agreement is Copied, as well as when a Blank Agreement is created.

 

Mapping Setup - Objective Setting Phase

When adding/editing a KPI, a new toggle is available

• Automatic score calculation (Interpolation)

 

When this toggle is enabled, the mappings open where the Actual Values can be configured

 

When the Actual Values have been inserted:

 

Ratings Phase

When rating a KPI, the Actual Values are inserted instead of selecting a rating.

 

A rating can also be excluded:

 

When the Actual Value has been inserted, the score is shown:

 

The score is shown after the rating has been saved

 

View / Print

When opening the Print View, the Interpolation ratings are also shown:

Version 9.1.120 (23 September 2024)

Imports

Import visibility on LMS (#120517)

Problem

• Employees not importing although their profiles are being sent through by Payspace. They are also not on the list of exceptions.

 

Solution

• Fix date validation issue 

Version 9.1.119 (23 September 2024)

Job Profiler

Printing job profile displays "Details Required" (#120415)

Problem

• "Details Required" displays on each page of the Job Profile print

 

Solution

• Replace the "Details Required" with the Job Title

 

---

Performance Management

PM contracts without PDP's (#119221)

Problem

• Functionality does not allow a user to submit an agreement if there are no items linked to a section

 

Solution

• Added functionality to allow a user to submit agreements with no items in a section when the section weight is 0%. Excl Primary Goals section. 

 

---

Identity and Authorisations

Unable to log into newly created ruleset (#120777)

Problem

• Cannot log into a newly created Ruleset

 

Solution

• Ensure the user is created during the Ruleset creation process

 

---

HR Processes

Approver seeing item to approve on Dashboard even though they are not the next approver (#120552)

Problem

•  The user, who is the 3rd approver, is seeing an item to approve on their dashboard. Still, when navigating to the Awaiting Your Approval page, the item is not shown yet, since the previous approver (approver 2) has yet to approve the request.

 

Solution

• Ensure the approval items are only shown when the person needs to approve a request.

 

---

Ruleset Setup

Unable to deselect English (United Kingdom) on the dropdown (#120576)

Problem

• Cannot deselect English (United Kingdom) from the Available Languages dropdown

 

Solution

• Only the default language selected will be disabled in the available languages dropdown. 

 

 

Version 9.1.118 (23 September 2024)

Performance Management

Internal People List loading requires optimization (#120320)

Problem

• The loading of Internal People takes too long

Solution

• Optimise the query that brings back the list of people

The evaluation icon not showing on the agreement (#119959)

Problem

• The issue is that a review setup with its review periods is linked to more than 1 review year.
  Eg Managers Review Setup with Mid-year and Final-Year is used on FY2023 and FY2024
• When the contract detail is retrieved and it determines whether or not to show the evaluations it checks whether the evaluation due date is captured for the period (Mid-Year) but does not filter based on the Year.
• This means it technically finds 2 Mid-year review items , with 1 having an evaluation date set and the other not.
• It picks the first one and then returns.
• This is why it may also appear to work 'randomly' because of the natural ordering of the query the one with the evaluation date sometimes gets picked first.

Solution

• The query now also takes into account the ReviewYear of the contract to ensure the correct review item dates are retrieved.

Add functionality to close the evaluation and show as wrong person on summary (#120155)

• When the toggle is selected, and submitted, mark the evaluation as completed
  • Items to evaluate is then ex 0 / 6

The final score in the system is not the same as in the Performance Agreement Status report (#119225)

 

The manager’s general comments are not visible in the employee's contract (#119923)

---

Ruleset Management

No load indicator is displayed on the screen when clicking on the Ruleset or Cancel button (#102903)

---

Languages

Add default culture en-GB (#114371)

---

People Management

Fix the styling of the Manage Person button (#113511)

---

Identity

SSO issues (#120492)

Version 9.1.117 (13 September 2024)

Technical

• Revert .NET 8 upgrade

Version 9.1.116 (13 September 2024)

Performance Management

Check-in phase - The edit last comments button is not available on the employee check-in screen (#120366)

Problem

• When an employee loads a check-in comment initially (without a manager's comment) that comment cannot be edited. The manager can always edit their comments. Only after the manager's comments were added did the Edit Last Comment button show, although was still not working for the employee.

 

Solution

• Correct check to show Edit Last Comment relative to whether the user or manager is viewing and has added comments previously. Correct call that updates column to correctly set state after save.

 

Clicking on the Evaluate button gives an error (#120422)

Problem

• When clicking on an evaluation, it does not open

 

Solution

• Do not return excluded rating items for evaluations

 

---

Identity and Authorisation

When using the welcome email to set your password and selecting the "Back to login" button a white screen is displayed after login (#120252)

Problem

• The back to Login button shows a white screen

 

Solution

• Fix the Welcome email breaking because of the anonymous ruleset code get 
• Add theme key and ruleset code to reset password reset URL and validate reset password token on load

 

---

Master Data

Race field did not update via employee import (#120325)

Problem

• Race was not implemented to add Master Data when importing users

 

Solution

• Allow Race to be created as Master Data when importing

 

---

Job Profiler

Occupational Level Field gets erased after approx 12 hours (#120301)

Problem

• The problem is that the occupational level is not currently retrieved from V9 with the V9 user import request.
• This resulted in setting the occupation level to 0 (nothing) when the import runs.

 

Solution

• The syncing of employees to V9 where the employee's occupational level has also been set on V9 Job Profile, should pull through to V8.

Version 9.1.115 (10 September 2024)

People Management

People Management Service Unavailable (#120109)

The issue is that the system tries to determine the Next Anniversary Date if the user's anniversary has already passed by looking at exactly 1 year from the current year as the next anniversary.

In the case of the user's appointment starting on a Leap Day Eg. 29 Feb 2024, the next anniversary date is calculated as 29 Feb 2025 which does not exist and causes the people page to stop working.

---

Imports

The user is not being placed into the correct Org when importing from V9 into Version 8 (#120118)

Problem

• People are appointed in the first org level 1 

Solution

• Corrected the import to select the correct org level 

---

Performance Management

An Error occurred on Uploading Documents (#120261)

Problem

• The page breaks when trying to view uploaded content for performance management items. The issue is the incorrect IIF check that somehow snuck through with the PM evaluations merge.
  

Solution

• Corrected the IIF check to be correct, and added a semicolon to the start of the CTE with a statement for sanity.
  

Print/View report shows duplicate records (#119949)

Problem

• The join to the Contract Period Phase Dates on the ContractPreview query to determine whether the check-ins phase is active and the check-in comments should be displayed was incorrectly not also filtering on the relevant review year setup.
• This caused duplicate records to be returned.

Solution

• Also added the ReviewYearSetupId to the join that checks whether the check-ins phase is active.
  

Version 9.1.114 (9 September 2024)

People Management 

Various fixes (#119885)

• Hide the username from the Summary on the card view
  • The person and Line Manager

 

• The Grid View is ONLY available on the Manage People section

Manage People

 

My Team, My Department and My Company

 

• Change the wording under the User Permissions
  • Change “System Modules Admin” to “System Module Roles”
  • Change “Additional Roles” to “Additional System Module Roles”

 

System errors (#120034)

• A change has been made to how the Ruleset ID is handled when a user's session expires.
• Suppose the user becomes unauthenticated at any point due to session expiry. 
• In that case, an unauthorised error will occur but when the Ruleset ID is not found then the standard Ruleset ID is null error will occur.
•  In this process, authorisation was also added to the People Group services, which caused the error to be unhandled.

 

Correct appointment creation when adding a new user on the front end (#118751)

Problem

• When appointing a user with RabbitMQ slightly lagging the appointment creation collides with the user materialisation trying to create an existing user.
• When creating a new tenant with a code that belongs to a deleted tenant the page breaks

 

Solution

• Only materialise a user when it does not exist and do not throw the exception
• Change the existence check and unique constraint on code to only check for tenants that have not been deleted.

 

---

Performance Management

Incorrect display in the header of contract (#119961)

Problem

• The slash ('/') in the Review Setup name and the display of that translation being HTML-safe encoded resulted in the text to not displaying correctly

 

Solution

• Ensure that the slash ('/') is displayed without strange characters

 

Search doesn't work on the "Move agreements screen" (#119960)

Problem

• The global search's default functionality was triggering a form submission and reloading the bulk actions page which resets all the filters and defaults to the logs page.

 

Solution 

• Detach and override the global search submit button on Bulk Actions. This allows the standard data table functionality to work and filter.

 

Evaluations - Headings should not be caps (#119892)

Change the first rating item's heading to:

• WHAT IS YOUR OVERALL EXPERIENCE OF THIS PERSON? (OPTIONAL)
  • Caps
  • Bold

The rest of the items in grey should NOT be bold - keep sentence case as is

 

Evaluations - The icon does not indicate whether an evaluation has been added (#119871)

• Added icon to indicate the number of evaluations 

 

When evaluations are not enabled, the summary button should not be visible on the Rate modal (#120072)

• Hide the summary button on the rate model when the settings for evaluations are not enabled

 

Evaluation Summary - Evaluation Comment should have a max display (#119945)

• Added the standard rules for text-areas
  • Text-area display max: 200 characters
  • On hover: 350 characters

Version 9.1.113 (9 September 2024)

Import - People Management

Add validation in user import to prevent an org node from having multiple parents in the same sheet (#119247)

Problem

• Importing org units with multiple parent nodes breaks the import

 

Solution

• Improve the error logging
• Add pre-import validation to prevent data where a node has multiple parents from being staged
• The following error will be logged in this case:
  • Org node with code: [Org Unit Code] has different parent nodes

 

Allow multiple level 1 nodes on organisation structure (#118209)

Problem

• Currently, only one level 1 node is possible when creating an org structure

 

Solution

• The import will now import all data added to org level 1 as the level 1 node on the ruleset
• When org level 1 is left empty in the sheet then it will use the IN01 node as the default for this node

 

Use external user ID for employee number changes (#115559)

Problem

• When importing data from V9 into V8 the employee number is used as the unique identifier and relies on the ID number for employee number changes.
• Because the ID number is not a required field in V9 and is also not unique it causes inconsistent updates of data.
• Incorrect movement of information between employees also occurs when more than one user has the same ID number on V8.
   
  

Solution

• Add a unique per schema identifier to prsEmployees to store the external user ID of users imported as employees from V9.

 

---

Performance Management

Copy of PM templates not working (#119586)

Problem

• When paging PM Templates the copy onclick event is not attached to the subsequent pages.

 

Solution

• Re-attach the on click event to the data table rows' eye icons when the user pages.

 

Overall Final Score not recalculated to include Value Survey Score (#119575)

Problem

• The calculation of the Overall Final Score was not correctly taking the calibrated score into account and using the original score

Solution

• Fix the overall score dial calculation to use the calibrated score from the value survey if available.

 

Value Survey calibrated score "lost" when you exclude/include score (#119577)

Problem

• When excluding a Survey the calibration score is not reapplied on React, only when the page is reloaded does it show again.

Solution

• On Survey include/exclude re-apply the calibration score so it reflects the calibration correctly. 

 

Exponentially more templates are created each time you copy a template (#119700)

Problem

• When copying PM Templates the copy event is attached in duplicate on each reload of the table causing templates to create in duplicate.

 

Solution

• Detach before re-attaching the onclick event on the PM template copy event.

 

Check-Ins - The manager wants to review (#119502)

Problem

• Contract preview broke if a check-in comment contained a colon (":") or semicolon (";").
  
  

Solution

• Ensure that comments can contain those characters without breaking functionality.

 

Unable to include the Value Survey score (#119745)

 

Clicking on the gauge in the overall section opens the wrong screen (#119957)

Problem

• Clicking on any gauge in the Overall Summary Section is always directed to the contract's rating phase regardless of state.
  
  

Solution

• Change the gauge click to relevant to either Ratings or OS screens depending on whether the user has submitted objectives.

 

Bulk Performance Contract Linking (#119916)

Problem

• When you open the page to bulk link users for contract creation for a review setup that does not have a defined TA then the page will time out. 

 

Solution

• Ensure the page does not time out

 

---

New Development

Performance Management - Evaluations on Level 3 items

New functionality has been added to allow a user to select other people to evaluate them on the level 3 item (KPI, Values, Leadership Behaviours, Competencies).

 

When the Objective Setting is approved by both the Employee and Manager, the evaluator will receive a link to enable them to evaluate the people. Comments and ratings are saved in the Evaluation Summary. 

 

Settings are available to enable this functionality. A setting is also available for Anonymous evaluations. The results are shown, but not who submitted the evaluations.

 

---

 

Version 9.1.112 (26 August 2024)

Report Builder

Report not exporting (#119368)

Problem

• When invalid XML characters within the data need to be exported, the export to Excel fails.

 

Solution

• A method to sanitize the data was added, removing any invalid XML characters before exporting.

 

---

 

Version 9.1.111 (26 August 2024)

Performance Management

Include both Manager and Employee Check-in Comments (#118556)

Problem

• Only the person viewing the ratings can see their comments and not the other person's comments as well

 

Solution

• Include both manager and employee check-in comments

 

Include the Review Survey import when calibrating (#118980)

Problem

• The Review Survey score cannot be imported when using the Calibration Import

 

Solution

• Allow functionality also to import the Review Survey Score

 

---

 

 

 

 

 

 

 

 

 

Version 9.1.110 (16 August 2024)

Performance Management 

Changes Done By Individual is Reflected For All Team (#119278)

Problem

• On Goals import, when the custom KPI or KPA items are added that have the same name to different users it creates only 1 section item and links that to both contracts.

Solution

• Always create custom section items, then iterate through the import records, assign the created items as required and remove them from the list if used.
• This ensures that if the same KPI name exists on more than 1 contract, each will have their own section item created.
• Also added steps to return the current existing contract KPI / KPA ids and then assign the Ids for that to the import items.
• Last step added to delete the 'new' master data section items that were not allocated to prevent orphaned section items being created.

 

---

People Management

Users not imported to V8 (#112848)

Problem

 When forcing a bulk import of users, the newly created users (created today) are not imported.

Solution

• A SQL job executing the following must be setup to run on the V8 DB to actually import the data, otherwise clicking the bulk import of users will only stage the data in V8

 

---

 

Version 9.1.109 (16 August 2024)

Ruleset Management | Payroll Connectors

PaySpace: Add job to process daily (#116644)

 

---

 

Version 9.1.108 (16 August 2024)

Performance Management

Text not changed to "Calibrated" (#119122)

 

Solution

Improve error message when importing to a period that has not been started (#119120)

Solution

---

People Management - Import

User Import: Add additional fields to user imports (#115463)

Improve the error when importing an overlapping position (#119083)

• Changed the message:
  • "User (Username of person imported), Another appointment exists for the position between [StartDate] and [EndDate] for [Username of person in position]"

 

---

Master Data

Master Data "in Use" data (#114637)

 

---

System Access

Enabled Disclaimer prevents ID Validation (#118639)

Problem

• When the disclaimer is enabled, the 2nd authentication code is not checked for validity.

 

Solution

• Run the base authentication. If successful, return the disclaimer SignInCustom. Otherwise, return the authentication result.

 

---

System Menu

Cannot add the PDP Dashboard on the System Menu (#111669)

• Add a Gear for the admin pages - Only available to the PDP Admins

• When selected, open the PDP Admin menu:

• Add a System Menu for My PDP
  • Ruleset Setup | System Menu
• When clicking on the menu item, open the My PDP page
• Add a spanner if the logged-in user is an Admin that opens the admin pages 

 

---

Kudos

Attempt to translate all sections relating to the Kudos functionality (#119207)

Problem

• Missing translations

 

Solution

• Add missing translation sections

 

---

Ruleset Setup

System help Page not responding (#119246)

Problem

Solution

---

Notifications (Inbox)

Order items by date (#118522)

 

---

 

Version 9.1.107 (12 August 2024)

System Access

System slow/unresponsive (#118937)

Problem

• The system is very slow and unresponsive at times

 

Solution

• Implement menu cache for additional service menu items 
• Remove busting of the ruleset menu cache slowing the whole V9 system

 

---

 

Version 9.1.106 (12 August 2024)

People Management

Inconstant background shape size on different Tabs (#118608)

Problem

• The system displays inconsistent background shape sizes on different Tabs.

Solution

• Set a fixed size for the labels

---

Performance Management

Increase padding below rating scale blocks (#118726)

Problem

• The heading for "Rating Comments is very close to them especially if you translate it to something that is longer

Solution

• Apply size changes and add comments to Check-ins as well

Keep "new line" characters (#118721)

Problem

• The newline characters as it was entered in the text boxes are not the same as what the user entered

Solution

• Keep "new line" characters on activities, measures and Ratings and KPI

People can rate but the rating phase is not open (#118984)

Problem

• On the contract screen the phase start date was not correctly being validated, only the end date.

Solution

• Correct phase active check to correctly take the start date into account
• Show the correct tooltip when the phase is not yet active and the correct start date check to include today

Final scores not calculated correctly (#118623)

Problem

• Final scores not calculated correctly

Solution

• On the weighted overall section, always recalculate all item L3 weights regardless of the rated state. Fix the Excluded rating showing rate button.

---

Employee Evaluations

The report and export do not return all the roles (#118617)

Problem

• When people group users are bulk imported from V9 to V8, it sends a list of people groups to V9 and retrieves the users for that list of people groups. The problem is, before returning the people group users, we distinct the list on user id. This is a problem when importing to V8, because V8 expects the users who belong to a people group to be present, even if the user exists over multiple people groups. But currently that will not happen, a user will be returned only once, even if the user exists over multiple people groups.
  

 

Solution

• Added an option isTargetAudience, which is optional and true by default. When target audience is true, users will not be duplicated over people groups. When isTargetAudience is false, users can be duplicated over people groups and all users for the given people groups will be returned. This option will be false, when the request is made from V8.
  

 

---

New Development

PM Final Score Calibration (#112619)

As a Performance Management Administrator, I want a setting on the Review Items to allow calibration

• Add a setting to allow calibration only for the Overall Final Score
• Per review item, add settings to allow the review periods to be calibrated
  • This excludes the review survey

As a Performance Management Administrator viewing the Review Setups on a year, I want to export and import the template to add the calibrated values

• Create a template to import the calibrated values
  • Calibration of Final Scores
• When downloading the Template, everyone linked to the Review Setups should be populated on the export file
  • The settings should be taken into account when populating this file
    • The new scores can be populated and imported
• Exception:
  • A record cannot be imported without a Reason for revision

As a Performance User, I want to see my calibrated score

• On the Performance Management dashboard, show the calibrated final score
• On hover, show the original score

Version 9.1.105 (12 August 2024)

Translations

Export to Excel message (#118605)

Problem

• An incorrect snack message is displayed when exporting a report.

Solution

• Make sure the export snack message is correct.

---

Performance Management

As a Performance User, I want to see all the comments for Employees and Managers (#118556)

• Add Headings for the following sections for the ratings
  • Ratings
  • Rating Comments
    • Person
    • Manager
    • Private Comment
  • Historical Check-ins
    • Add Historical comments for both the person and manager
  • Objective Setting Comments
    • Person
    • Manager

As a Performance User, I want the on-hover pop-up to be removed and the info shown on the screen when rating (#118428)

• When the rating or check-in modal is open, show the KPI description
• Have an arrow icon with a tooltip
• When clicking on the arrow, expand the grey area and show
  • Activities
  • Measures
  • Ratings
• When clicking the arrow again, collapse the grey area to show the KPI description

Bulk Create Contract Periods using review setup settings (#116832)

 

Export scorecard in Excel (#108772)

Problem

• The agreements can only be exported in PDF

 

Solution

• New method on WebMVC.Areas.PerformanceManagement.Controllers.DashboardController to compile contract information into specific format for excel
• Extend OpenXMLService to handle specific generation of export. See ExportDataSet but possibly alter to not show search criteria etc.
• Integrate with notification service to make downloadable when ready.

 

---

Master Data

Save & Add New Function, inherited Competency from Previous record needs to be Manually re-selected before save is successful. (#118076)

Problem

• When you select 'Save and Add new', when adding new master data, the select2 selects are not cleared properly. The value(s) are cleared, but it still displays the previously selected value(s). Saving after this, does nothing, as the select does technically not have a value, although it displays a value.

 

Solution

• Reset select2's by selecting the first value from the select, which is always "Select an option".

 

---

My Account

No default Language (#118112)

Problem

• On a newly created ruleset, when a user goes to the "My preferences" page, no languages are displayed. This happened because none of the languages were published.

 

Solution

• Ensured that the default language is published, or at least a single language when creating/copying a ruleset.
  Also, to make sure that this works for existing rulesets with no published languages. On WebMVC, if the ruleset has no active and published languages, it at least adds the current culture of the user to the list, so that something displays on the page.

 

---

Competency Analysis

Load More appears when there is no more record to Load on the page (#118145)

Problem

• The Load More option displays when there is less than 10 records

 

Solution

• Make sure the option is displayed only if there are more than 10 records

 

Incorrect tooltip when rating as Manager (#112812)

Problem

•  Incorrect tooltip is shown for Manager (Do self-assessment)

 

Solution

• Make sure that when the person is viewing as the manager, the tooltip changes to Assess Person

 

---

Notifications / Inbox

As a product administrator, I want to see the imports for the ruleset. (#115203)

• On the notification for a user add a new tab Imports.
• Show the tab only if the user is a Performance Management, People Management or Ruleset Management Administrator
• On the tab show a list of the last 100 imports paged by 50 per page
  • Add the columns
    • Actions
    • User
    • Type
    • Status
    • Start Date
    • End Date
  • On the Action options
    • Export Transactions
      • Export all transactions for the import
    • Export Errors
      • Disabled when the import is not complete or the completed status is not Failed
      • Export all errors
  • Order the table by latest import first

---

Integrations | PaySpace

PaySpace: Implement performance improvements (#116645)

• Implement threading batching no more than 10 ruleset connectors together.
• When retrieving the data that has changed only retrieve data that has changed on the last day unless the specific connector has never run then include data over all time. A functional data filter should be added to the export to select changes from any date.

 

---

Notifications | Email Setup

Use Office 365 as SMTP server (#111461)

 

---

Ruleset Management | Image Resources

Duplicate first banner image appears when marked default (#118215)

Problem

• The system creates a duplicate of the uploaded Banner.

 

Solution

• Ensure that only one banner is created

 

---

Ruleset Management | Integrations

Import User Picture URLs from V9 to V8 (#116808)

---

People Management

Show the Active People Counts on People Management and Ruleset List page (#118100)

• People Management Dashboard - Grid View
  • In the slider - Active, Terminated, Future Dated, and All - add the number of people when clicking on an option

• Ruleset Setup | List page
  • Change the heading from People to Active People
  • Make sure the number here is the Active People
  • When hovering, show the breakdown of Terminated, Future Dated, and All in a tooltip

 

---

General

Implement V9 secure redirects as share links in V8 (#116964)

 

---

 

Version 9.1.104 (29 July 2024)

Performance Management

Manager Dashboard Change (#118473)

Problem

• The wording in the rating phase refers to ratings and check-ins, but the check-ins are done first, followed by the ratings.

 

Solution

• Swap the words around and display: "Check-Ins and Ratings"

 

Managers can update the review survey score when the setting is disabled (#118349)

Problem

• The allow edit setting was no longer taken into account since the click was moved to the gauge

 

Solution

• Implement the setting so that the score input will be disabled when the setting is off. The manager will still be able to include/exclude the survey score.

 

KPI weight % submission issue (#118340)

Problem

• Similar to the previous situation with L2 weights. The items weighted over section setting on the L1 weights are supposed to be calculated automatically but end up being incorrect and not totaling up to 100%.  

 

Solution

• Again could not replicate the issue to solve, but removed the front-end L1 validation when the weighted over section setting was on. Weights are still redistributed and validated on the backend.

 

---

Ruleset Management

Tenant users cannot update their ID Numbers (#112761)

• When creating a new Tenant / Create from Blank or Create from R1
  • Do not copy the MFA settings 
  • Always use Sent OTP via Email option
• When copying from any other Ruleset (excl R1)
  • Copy the MFA settings as configured on the copy from ruleset

 

Image Resources: increase the Maximum allowed size to 2mb for Avatar (#118287)

Problem

• The avatar image size was 500 KB which is very small for a high-quality image

 

Solution

• Increase the size to 2 MB

 

Image Resources: Duplicate first banner image appears when marked default (#118215)

Problem

• The system creates a duplicate of the uploaded banner

 

Solution

• Ensure that there are only 1 image

 

The default Banner does not display on the People Management User preview (#118286)

Problem

• The system does not display the default Banner when viewing Employee Details/Card

 

Solution

• Ensure the default pulls through to People Management and displays on the Employee Details and Card

 

---

 

 

 

 

Version 9.1.103 (19 July 2024)

Performance Management

Blank screen after opening an agreement (TP#118171)

Problem

• The user contract does not load due to a JavaScript error if one section has no name.
  

Solution

• Ensure that a section item always has a name, by returning "unknown" if it is null or empty.

Index panel problem (TP#118173)

Problem

• "Natural" sorting of items was not implemented when perspectives were enabled.

Solution

• Ensure that level 2 items are always sorted naturally.
  

Prevent the delete icon from wrapping to a new line (TP#117026)

Problem

• The delete icon wraps to another line

Solution

• Disable the wrapping of the delete icon in the overall summary section 

---

People Management

Duplicate employees saved (TP#118162)

Problem

• Duplicate users were displayed due to a bug in the back-end logic.
  

Solution

• Ensure duplicate users are not returned when people group users are returned.

Roles are not applying to V8 pages (TP#112977)

Problem

• Ruleset admin and Schema admin in V9 and V8 respectively are handled differently.
• In V8, schema admin always has edit/view rights.
• In V9 a Ruleset admin needs the appropriate right to view/edit.

Solution

• Added a check, when coming from V9 it will only check the view/edit permissions and not if the user is an admin.

---

Ruleset Management

'User not active' message when attempting to log into the newly created ruleset (TP#116988)

Problem

• When a new ruleset is created, when trying to log into that ruleset with the user that created it a user not active message is displayed.
• The problem is that the user has no appointment and does not exist on JobProfiler.MaterializedUsers because of an error when trying to materialize the user.
• This error is because the user has tried to be added before the ruleset has been created on JP which causes the context to go invalid and the user never gets created.

Solution

• Changed the order of execution to first send the ruleset created event, and then send the copy identity user (which calls user created event) to reduce the chance of a race condition occurring and the user being created before the ruleset exists on JP.
• Add a check to delay user creation until the ruleset is created

Translation Resource names displayed (TP#118163)

Problem

• The functionality from the initial development was not working 100% and it saved the actual translated value not the key, also where it did have the key saved it displayed that instead of the value.

Solution

• Made it so that when editing/adding a theme it always saves the translation key. When viewing the viewed value is the translation value.
  Also made it auto-scroll and focus on the relevant key when clicking on the Hand icon next to the inputs

---

SigniChat

Read Receipt for Messages does not display accurate time (TP#116198)

Problem

• Newly Sent Message displays a Read Receipt Time that is not accurate as the user the message was sent to has not yet viewed the message

Solution

• Read Receipt time is only logged when the New Message is read by the user it was sent to.

---

Support User

Error deleting a second support user (TP#118186)

Problem

• Please note that an error is displayed after you try to delete the second line on the support users list.

Solution

• Ensure the ability to delete a newly added line although it is not saved

Close the "Allow Support" modal on Save (TP#116820)

Problem

• The Allow Support modal did not close after saving

Solution

• Added the close trigger after saving

Close the tooltip after clicking the add button (TP#118189)

Problem

• When you hover over the "Add" button on the Support Users modal, a tooltip is displayed.
• After clicking on the button, the tooltip is still displaying

Solution

• Add a trigger to hide the tooltip after the button has been clicked

Typo on modal heading (TP#116819)

Problem

• Typo error on the Manage Support Users modal

Solution

• Correct the typo

---

Translation for the Login Page

The login page language setting is not working (TP#118207)

---

Version 9.1.102 (15 July 2024)

Performance Management

The employee cannot submit objectives (TP#118111)

Problem

• A user could not submit objectives if perspectives were enabled and an Action Plan section was active on the contract.

 

Solution

• Ensure that contract objectives can be submitted when perspectives are enabled and an action plan section is present.

 

Prevent the delete icon from wrapping to a new line (TP#117026)

Problem

• When an employee views his agreement when there is one period in the rating phase and another is still in the objective phase, then the delete icon on the objective phase is moved to the next line to the left of the table

 

Solution

• Fix delete icon wrapping to next line on Employee Dashboard

 

---

Ruleset Management

Translation Resources displayed in tooltip (TP#116882)

Problem

• Tooltip items are not being translated.

 

Solution

• Run translation functions when getting the list of menu items.

 

Content Server Password is in clear text by default (TP#116341)

Problem

• Content server client secret visible by default

 

Solution

• Changes content server client secret to have password type by default

 

Menus displayed incorrectly (TP#116853)

Problem

• The learning portal and HR help desk translations had typos in them, which caused the translation to not work.

 

Solution

• Fix the typos for those two translations.

 

'User not active' message when attempting to log into newly created ruleset (TP#116988)

Problem

• When a new ruleset is created, when trying to log into that ruleset with the user that created it a user not active message is displayed. The problem is that the user has no appointment and does not exist on JobProfiler.MaterializedUsers because of an error when trying to materialize the user.
• This error is because the user has tried to be added before the ruleset has been created on JP which causes the context to go invalid and the user never gets created.

 

Solution

Changed the order of execution to first send the ruleset created event, and then send the copy identity user (which calls user created event) to reduce the chance of a race condition occurring and the user being created before the ruleset exists on JP.

 

---

People Management

Not Authorised screen displayed when terminating an employee (TP#116658)

Problem 

• When terminating an employee an unauthorized screen is shown and the user can not be found within the people management dashboard. The terminated users are thus not cached and therefore the unauthorized error.

 

Solution

• Made changes to the user's query to include all users to add in the cache as well.  
• This fixed both issues, on people management dashboard and with the unauthorized page.

 

Welcome message image on screen display (TP#118074)

Problem

• Images overlap the modal

 

Solution

• Make send confirmation email dialog preview XL

 

---

Login page

Items cannot be seen, the drop-down items are in white and the background is white (TP#116763)

Problem

• Transparency does not work on drop-down items
• The drop-down is still visible when there is only one language to select

 

Solution

• Let the drop-down color be set to the same as the parent element. Otherwise, the text won't be seen
• Hide the language drop-down if there is only 1 active language on the current ruleset

 

---

 

 

 

 

 

Version 9.1.101 (15 July 2024)

Ruleset Management

Tenant users cannot update their ID Numbers (TP#112761)

Problem

• Emails were not generated when creating a new Ruleset

 

Solution

• Ensure ruleset admins receive an email when the ruleset is created or copied

 

Random text on the integrations page (TP#116598)

Problem

• Random text that is now visible on the Integrations page

 

Solution

• Changed translation symbol to ensure the HTML is treated as a string

 

Ruleset Admin Single can see the Product setup option for some modules (TP#108347)

Problem

• The permissions state that this role excludes the actual setup of modules but when this user logs in and views the product setup page, some modules do have the Setup option available

 

Solution

• Only a ruleset admin (single or global) can activate/de-activate a Product (If they have the correct permission too - "Do actions on Product tab, excluding setup")
• Then ONLY an admin of a certain product can access the Product setup of that product - they do not need to be a ruleset admin.
• Also, the same rules that apply to Activating/Deactivating a product, apply to activating/de-activating SigniChat.

 

---

Performance Management

System not allowing the manager to copy scorecard on an employee (TP#116196)

Problem

• When performing DB-only actions like importing data from V8 to V9 the cached entries in the system for new data is not busted automatically.

 

Solution

• Add an API endpoint in the import service to allow the cache to be busted using an API endpoint.
• This can be triggered from SQL as needed to solve the issue.

 

Percentage errors when submitting contracts (TP#116517)

Problem

• Some scenarios occur when the items weighted over section setting are on where the L2 weights are supposed to be calculated automatically but end up being incorrect and not totaling up to 100%.

 

Solution

• Could not replicate issue to solve, but removed the front end L2 validation when the weighted over section setting is on.
• Weights are still redistributed and validated on the backend.

 

Error when opening PM Section Items (TP#116816)

Problem

• Could not access Section Item master data.
• This was due to the custom handling of the Section Item enum type that was added initially.

 

Solution

• Removed the custom handling and relied on the existing functionality since the SectionItem enum works generically now and no custom implementation is needed.

 

---

HR Processes

Cancel Request button is not enabled (TP#116755)

Problem

• Approve, decline, and cancel buttons are disabled and cannot continue

 

Solution

• Ensure the Reason and toggle trigger the buttons

 

---

People Management

Roles are not applying to V8 pages (TP#112977)

Problem

• Ruleset admin and Schema admin in V9 and V8 respectively are handled differently.
• In V8 schema admin always has edit/view rights.
• In V9 a Ruleset admin needs the appropriate right to view/edit.

 

Solution

• Added a check, when coming from V9 it will only check the view/edit permissions and not if the user is an admin.

 

---

Imports

Employee data import not working (TP#116883)

Problem

• User import fails without reason when importing bulk users where the dataset is made of existing and new users

 

Solution

• Correct the filter that excludes the current users from the list of new users to create.
• Ensure external ID is only used when it is not null when doing this comparison.

 

Competencies not copied to positions created by the import (TP#113352)

Problem

• When importing individuals for a job position, the job position does not inherit the competencies from the job profile.

 

Solution

• Add a bulk insert/update for the competencies

 

---

 

 

Version 9.1.100 (15 July 2024)

Tenant Management

Tenant users cannot update their ID Numbers (TP#112761)

• When creating a new Tenant / Create from Blank or Create from R1
  • Do not copy the MFA settings 
  • Always use Sent OTP via Email option
• When copying from any other Ruleset (excl R1)
  • Copy the MFA settings as configured on the copy from ruleset

 

---

Ruleset Management 

Code colours not updating (TP#116801)

Problem

• When saving a theme the changes were not reflected and also gave an error.

 

Solution

• Fixed the login page heading and description referencing the incorrect model property.

 

---

Performance Management

Values & Behaviours section weights stay red after entering them manually (TP#113304)

Problem

• React weight validation is failing due to Action Plan items also being evaluated.

 

Solution

• Exclude Action Plan from the weight validation

 

Version 9.1.99 (15 July 2024)

People Management

Technical: The index page makes excessive calls (TP#116776)

Problem

• The People Management index page made excessive HTTP calls to retrieve the Kudos phrases and Kudos badges.

 

Solution

• This was because the calls were made in the modals.
• Moved the HTTP calls from the index page and now pass the phrases and badges through as a parameter to the relevant modals.

 

An error appears when Appointing an Employee (TP#116739)

Problem

• Error occurred when adding a new person, due to an error in a back-end script.

 

Solution

• Ensure that when people are added, no errors are returned, by fixing the script.

 

Country selector default to SA (TP#116648)

Problem

• Country selector defaults to SA

 

Solution

• The company codes will now use geolocation to determine the correct company code to select initially depending on your IP address.
• If the location cannot be determined it will currently default to US. This applies to contact details and the next of kin number fields.

 

Able to click the Delete button for an active appointment (TP#116652)

Problem

• You can click the delete button next to a person's active appointment and the confirmation modal is displayed.
• There is an error when you continue because this action is not allowed.

 

Solution

• Disable the delete button

 

Surname Filter - UI Improvements (TP#116242)

Problem

• When a letter on the Surname filter bar (the left vertical bar with “abc”,”A”, etc) is clicked, then the page filters the People with surnames that start with that letter.  
• But, it is not clear enough which letter is clicked

 

Solution

• Highlight the letter more (currently it is only bolded).  
• Add a round coloured circle around the letter/ highlighted background
• Show above the People cards (or list):
  • Showing People with surnames starting with “G”.  Click “abc” to clear.

 

UTC date is displayed for Last Login (TP#116745)

Problem

• When using the card view on People Management and clicking on a person's card, a preview displayd of the person's details.
• On this modal the person's last successful login date is displayed.
• Please note that this date is displayed as UTC, meaning it is 2 hours behind SA time.
• Please ensure that the UTC is converted to local time.

 

---

Performance Management

Values & Behaviours section weights stay red after entering them manually (TP#113304)

Problem

• There was 1 issue on the react state when the sections and items are added causing it to add some sections in duplicate to the state.
• This had the effect of removing incorrect items from the state and section items disappearing from the incorrect sections.
• Also, this leads to the invalid weight calculation to be incorrect.
  
  

Solution

• Fixed the problem with the duplicate sections being added to the state which also corrected the weight validation.

 

Prevent Rate button text from overflowing (TP#116231)

Problem

• On certain resolutions, the text on the rating button will overflow onto a second line when the columns are too narrow. 

 

Solution

• Set it so the Rate buttons never wrap, meaning it will show a scrollbar if the resolution gets too small

 

Styling and alignment on rating modal (TP112866)

Problem

• Rating box styling is not great when all 3 are displayed

 

Solution

• Set minimum width and also make it wrap better when text is long

 

Sort order Templates (TP#116437)

Problem

• There is no sorting order when creating an agreement from a Template

 

Solution

• Added alphabetical sorting order

 

New Feature: Move Contracts Between Review Setups (TP#115509)

• Add a new vertical pill for Move Agreements on the Bulk Actions
• The From Review Setup should have 
  • All review setups
  • Unallocated agreements
  • All linked review setups individually
• The To Review Setups have the People Group as well
• Search on
  • Person Name
  • Person Surname
  • Person Username
  • Performance Manager Name
  • Performance Manager Surname
  • Performance Manager Username
  • Position
• Grey out the checkbox in the list when
  • The person is not part of a Custom People Group
  • The person has no agreement
  • Add tooltips (see mock-up)
• When selecting the Move Agreements button, a confirmation modal opens 
  • Please provide a reason is a required field
  • When the Move Agreements button is selected
    • Add the person on the Custom People Group of the selected To Review Setup
    • Move the agreement (as is) to the To Review Setup
• After moving the people, show a snack message to confirm the move
• Move the Bulk Action Logs last
• Add the entry for the Move Agreements
• Show the From and To Review Setups

 

---

Ruleset Management

Tenant users cannot update their ID Numbers (TP#112761)

Problem

• The new tenant users are created using only the email address specified while creating the tenant, this means that this user has no Password or ID number assigned.
• This means that the user cannot log in or change their password. 

 

Solution

• When creating a new Tenant / Create from Blank or Create from R1
  • Do not copy the MFA settings 
  • Always use Sent OTP via Email option
• When copying from any other Ruleset (excl R1)
  • Copy the MFA settings as configured on the copy from a ruleset

---

Competency Analysis

Terminated Employees appear on the My Team List (TP#116615)

Problem

• The system displayed terminated Employees on the My Team Tab for the Manager to complete the Competency Analysis

 

Solution

• Exclude terminated users

 

---

Master Data

Section Items: Add the ability to filter on "Type" (TP#87260)

Problem

• The Section Items Master Data now contains all master data for all the PM sections, making it very difficult to work with.
• Add a filter to the search bar to filter on the Section Type.

 

Solution

• Added section type global filter for the Performance Management Section Items on Master Data

 

---

Org Chart

The Org Chart must open from the logged-in user’s point and down (TP#116400)

Problem

• The system opens a new window and Displays the Org Chart from the Top Level

 

Solution

• Display the OrgChart from the Logged in User. So the logged-in user must be the parent node.  

 

---

System Access

Signify cannot log in on R1 because of no appointments and error message is incorrect (TP#116636)

Problem

• Cannot log in to the system.
• When resetting the password, it still does not allow the user to log in.
• The error message is also incorrect. 
• It states that the Username and Password combination is incorrect.

 

Solution

• A change has been made to the check if a user is active. A user is not active when:
  •  The user has no appointment
  • The user's latest appointment has been terminated
  • The user has been disabled

 

---

SigniChat

Failed Group Chat Creation Makes Group Chat Creation Interface Persistent when Chat module is opened (TP#116201)

Problem

• When New Group Creation fails it persistently displays the Group Creation Screen when clicking on the Chat Icon.

 

Solution

• When the group creation fails, reset the display to show the chats and not the creation page

 

Sent Attachments do not Automatically Refresh the Chat (TP#116183)

Problem

• When Attachments are sent, the message does not refresh automatically on the other user's side.
• Manual Refresh is required to trigger the message sent (opening and closing chat again or sending another message will manually trigger).

 

Solution

• When Attachments are sent, the message refreshes automatically on the other user's side.

 

The SigniChat modal cuts off

Problem

• The modal cuts off at the top

 

Solution

• Gave SigniChat component a smaller fixed height

 

---

All Services

Improve error messages (TP#113747)

Problem

• There are a lot of generic error messages across domains

 

Solution

• Handle domain exception with a specific code and the exception itself returns the key for the translation of the exception.
• When the code and key are available in the exception it should be used to display the error otherwise it shows the generic error. 

 

---

HR Processes

New Feature: Ability to cancel a submitted request (TP#116470)

Problem

• When submitting an HR Request, there is no ability to Cancel it

 

Solution

• When a request is submitted and the request is still in the My Open Requests section, this request should have the functionality to be cancelled
• When the Cancel Request button has been selected, a cancel confirmation should display where you must add the reason
• When the request has been cancelled, it moves to Historical Request
• Instead of submitting, it should show cancelled with the date and time
• Translations should be added for the cancel functionality

 

Search is applicable only to the 1st tab (TP#116448)

Problem

• When you are on the HR Processes tab, and you search, it seems it searches on exports which is the first tab

 

Solution

• Focus the global search on the current tab

 

---

New Functionality: Support User

Add a Support User for specific Rulesets (TP#115605)

• Support Users can be added and access is granted to All Rulesets or specific rulesets
• When the Access to all Rulesets has been selected, the dropdown is disabled
  • Use the select2 - Multi-select
• People can be removed
• When the modal is saved, and the user clicks on the + Support User button again, the previously saved users should be displayed and can be edited

 

Enable Support for all Support Users linked to the Ruleset, so that the support user can log in on behalf of this person (TP#115606)

• Under the Actions menu, a new option should be available to Allow Support for the person whose profile is viewed
• When selected, a modal opens where the date is to be specified
  • Default is 2 days from today
  • User can extend the date
  • When the date is reached, the Support User cannot login on behalf anymore

 

See when a Support User logged in (TP#115607)

• When a support user logs in, it should be displayed on the person's My Sign-ins
  • Support and the Support User's email address should be shown

 

Log into a Ruleset on behalf of a person (TP#115611)

• A separate URL for the support login is required
• When clicking on this URL, the user needs to add the Username of the on behalf person and the Reason for support
  • These are required fields
• When clicking the Microsoft login, the email address is verified against the allowed support users (Technical part)
• An option to go to the normal login page of this Ruleset needs to be available 
  • When selected, the user is navigated to the login page
• Only MS Accounts are allowed

 

The API User's password should not expire (TP#115664)

• In the standard login method change the check that determines if a user is active to ignore password expiry and appointment information if the user type is either API or Support
• When creating a Ruleset, add the Signify Support User as well

 

---

 

 

 

 

Version 9.1.98 (1 July 2024)

Ruleset Setup | Dashboard Widgets

Dashboard Widget Translations (#114923)

Problem

• The translation button overlapped the widget card

 

Solution

• Move the translation button underneath the Name

 

---

People Management

Ensure that when saving a new user transgression, that the form is properly validated (#115155)

Problem

• The validation error message did not display correctly as in other places in the system
  

 

Solution

• Ensure that validation error messages work the same as other places in the system

 

---

Performance Management

The popover for employee and manager comments is not displayed during the check-in phase (#116468)

Problem

• When the manager views the Check-in employee comment, they cannot see the cut-off text

 

Solution

• The relevant comment is displayed on the contract correctly (Objective Settings comment, Last Check In Comment, or Rating Comment)
• The popover is displayed for that comment when the comment exceeds the standard textbox display length (80 characters)
  • If the comment is shorter no popover displays
• When clicking on the KPI item the relevant comments are displayed (With the exception being Check-Ins see below)
• The Objective Settings comments and the historical check-ins should be displayed for check-ins. The actual comment inputs are empty
• Currently, during Check-Ins the user can only see the opposite person's comments on the contract display (via the PopOver) not on the modal
• The modal only shows the historical comments for that user (Employee or Manager) and the Objective Settings comments (if any)

 

When selecting rating the entire area is not clickable (#116414)

Problem

• When doing a rating, the entire row is not clickable

 

Solution

• Ensure the entire row is clickable

 

Copy my ratings to the final rating not working when impersonating (#116412)

Problem

• When impersonating a person, the copy of the Manager's rating did not work

 

Solution

• Resolved the issue by allowing a person who impersonated a manager to copy the ratings

 

Version 9.1.97 (1 July 2024)

Performance Management

PM dashboard - Resolve the large amount of unnecessary HTTP requests that are made on the dashboard (#116126)

Problem

• Unnecessary HTTP requests are made on the dashboard

Solution

• Move templates pull for review setup to dashboard load and send data to the modals. 
• Move the user contract previous and subs load to only happen when the modal is opened. 

---

System Access

Updates to the Forget Password Login (#115694)

1. After forgot password has been selected, the same password is used as the previous one:

• • Change the message to:
    • ”This Password has been used already and you cannot reuse Passwords.  Please select a different Password.”

2. When the password and confirmation password do not match, show the text in white and bold instead of red.

3. Show a masked email address in the message to which the OTP was sent.

---

Languages

System menu Translations (#114922)

• Change the menu heading text box to read-only
  • Store the translation key for the menu in the DB
  • Update ProductURL with the name as the translation key
  • Display the translation for the key if found.
• Add a button next to the heading text box “Translate”
  • When clicking the button opens a new tab and loads the language tab for the current active culture e.g. en-Us
• On Languages| Culture | Global
  • Add a new section called System Menu with a field for each system menu.
• If the user changes the translation for the system menu where the translation is used, it will reflect that value.
• The system menu cache will need to be busted when updating the translations of the system menu section.

---

Ruleset Management

Additional services access secret error occurred (TP#116387)

• Add Tenant admin and ruleset admin global role to the CreateLegacyIntegrationClient request

---

Login | Translations

Add a new Languages dropdown on the login page (TP#114924)

• Add a drop-down in the top right corner of the page with the published languages for the current theme’s login
• The preferred language forms the culture cookie if available must be set
• The list of active languages must be cached per Ruleset.
• After logging in, see if the user selected a preferred language (that would have been stored in the database).  If so, change the language to this value and update the cookie accordingly.
• On the home controller before redirecting into the module confirm that the preferred language in the cookie is the same as the session cache of user details

Version 9.1.96 (18 June 2024)

Performance Management

Fix impersonation link resulting in a 404 not found (#116317)

Problem

• Impersonation led to a 404 - not found page.
  

 

Solution 

• Ensure impersonation does not lead to a 404 not found page.

Version 9.1.95 (17 June 2024)

Master Data

Translation resources displayed on the selection modal (#116061)

Problem 

• Translation resources are shown on the master data modal

 

Solution

• The name of the masterData.json file is case-sensitive on production and thus the translation could not be found.

Version 9.1.94 (17 June 2024)

Performance Management

Translation resource name displayed on Confirm button (#115784)

Problem

• Incorrect translation resource used.

Solution

• Use the correct translation resource.

 

Incorrect Styling when employee views agreements when Manager column is visible (#115869)

Problem

• Misaligned columns when employee views contract during Final Rating and setting to show final ratings after manager rating is on.
   
  

Solution

• Fixed the issue where if no rating is yet available it did not print anything when the user views the contract. 
• For a manager, it displays the rate button.
• Display an empty cell for an employee if no rating yet.

 

Incorrect tooltip on Check-Ins button (#113994)

Problem

• When the check-ins phase has expired (passed the end date) a 'Completed' tooltip is shown.

 

Solution

• Changed the tooltip to show the Phase not active anymore tooltip.
• Seems at one point it used to display Phase Completed but that translation has been reused elsewhere and modified.

 

---

Ruleset Management

Ruleset cannot be created (#89623)

Problem

• Cannot create a new Ruleset

 

Solution

• Fix ruleset creation bug, which was caused due to a duplicate API user being created

 

Save button on the Integrations page is unresponsive (#116252)

 

---

Content Management

Cannot upload document (#116209)

Problem

The problem with the upload was caused by the .PDF extension that has been typed in capital letters rather than the standard lowercase .pdf. This caused the content management service to reject the file with the reason invalid file type.

 

Solution

Allow files to be uploaded regardless of the casing of their file types as long as it is in the supported list. e.g. .PDF and .pdf will now be allowed as uploads.

 

---

People Management

Performance Improvements on People Management (#116186)

Problem

When the all-people group is being used, the system is very slow.

 

Solution

A change to the calculation of people groups and how it is returned to the people dashboard has been made

 

---

HR Processes

Approved requests do not move to historic requests (#116204)

Problem

• A completed request does not move to Historical Requests

 

Solution

• Ensure the last person's approval trigger the request as complete and move the request to the Historical Requests

 

---

 

Version 9.1.93 (17 June 2024)

Performance Management

Check-in comment does not immediately display on the table after adding/updating (#116059)

Problem

• When adding/updating a check-in comment the comment does not reflect immediately on the contract and needs to be refreshed.

 

Solution

• Update contract check in item state after Comment saved to make it refresh the contract item.

 

---

Ruleset Management | Payroll Integrations

Changed logic regarding the display load more button (#115193)

Problem

• The Load More link is always displayed

 

Solution

• Changed the logic to show when more than 10 records are available

 

---

People Management 

 The "Link to Payroll Connector" field is displayed when there are no connectors (#115674)

Problem

• The Link to Payroll Connector field should not be available when there are no Payroll Connectors configured

 

Solution

• Hide the field when there are no Payroll Connectors

 

---

HR Processes

Various fixes include:

• Cannot disable the Line Manager Reporting Line
• Make sure all Reporting Lines are shown on a person's profile
• Standardise validation messages
• Styling fixes
• Duplicate Reporting Lines fixed
• Correct the dropdown field that closes the modal
• Fix the sync call for the reporting line sync

Version 9.1.92 (17 June 2024)

Performance Management

Review Years ordering (#113799)

Add the functionality to order the Review Years.

On the Performance Management Dashboard, the order of the Review Years will also display

Setting to hide the Manager Rating (#114329)

Add a new setting that will allow the Manager Rating column to be hidden 

On the agreement, the Manager Rating column is not available

Section weighting is not clear when in rating phase (#115581)

Problem

• It is not clear what the section weights are in the ratings phase

Solution

• Make the Section Weights colour the same as the Perspective and KPA colours

Objective Setting Comments to be available on the Check-Ins (#115724)

Problem

• The Objective Setting Comments are not available when doing the Check-ins

Solution

• Make the modal bigger
• Add the Objective Setting Comments to the Check-Ins 

Employees cannot submit Objectives (#116010)

Problem

• Error when an employee wants to submit the Objective Setting

Solution

• Use reporting line service when checking if a user has a PM manager, instead of fields in the materialized table

---

People Management

Send Welcome Notifications in bulk (#115649)

Problem

• As a people administrator, a feature is required to send welcome emails to multiple users

Solution

• Add an action to the quick actions of the people management dashboard

• The option opens a modal
  • Send bulk welcome emails
  • Add an input to send to everyone who started after a specific date
  • Add a switch that is active by default, only people who have not received a notification yet
  • Button Send
    • When clicked the account service will retrieve a list of users with appointment start dates after the selected date and if they have received a notification
    • A notification is generated for each of the users that meets the requirement
    • When the notification is generated update the WelcomeNotificationSentDate for the user
  • The option is only visible to the people management administrator

---

Main Dashboard

Line Manager not showing on the My Colleagues widget (#115885)

Problem

• The widget displays that the user does not have a manager

Solution

• When it retrieves the information for the MyColleagues widget it returns:
  • User's Line Manager
  • User's subordinates where the user is Line Manager
  • User's details where user has any manager
• The problem comes in when the user's PM and LM differ and when selecting the user's details it returns both PM and LM but the PM is the first record
• A fix in code review for this to filter the 3rd step to only return user details where the user has Line Manager which should resolve this.

---

System Access

Add functionality to focus on the Multi-factor Confirmation Modals (#115695)

Problem

• The user should click in the field before typing

Solution

• Focus is set in the field and the user can start typing immediately

---

New Functionality

Main Dashboard: Add a link to view OrgChart (#115103)

• A new accordion under the Ruleset Setup | Integrations tab has been added to add the OrgChart URL
• When the field is empty, the View As Chart button should not be available on the Span of Control / More Insights page

• On the Main Dashboard, when you select More Insights, the View as Chart button will be enabled
• Translations are added to rename or translate the button

 

---

HR Processes (with BOT) (#101129)

Functionality has been created to integrate with the SigniBot and enable adding a request on HR Processes.

Process Flows

Navigation: People Management | Product Setup | HR Processes

• Process flows are added and used with the bot to identify which process to add.
• Approval levels are added for the process flow - reporting line or position-type levels

 

SigniBot, Main Dashboard and Inbox

When adding the request using the bot, a request is created in the User's Inbox and accessed through the HR Processes Widget on the Main Dashboard.

SigniBot

Main Dashboard

 

Inbox

 

---

SigniChat (#74529)

Functionality has been added to send and receive messages via SigniChat. 

• You can send individual or group messages if you can access People Groups.
• The chat can be enabled per product. 

Navigation: Ruleset Setup | Product Setup

• When SigniChat is enabled for a Product, it will be visible on the bottom-right of the screen:

When the New Chat option is selected, you select a person to chat with.

When you have People Group Access, you can create Group Chats

• Any member can send a message
• You can view the member
• You can deactivate the chat

 

---

PaySpace API Integration (#104974)

Details coming soon

Version 9.1.91 (3 June 2024)

People Management

Use active appointments when showing My Department users (#103485)

Problem

• The calls fail when retrieving department users and the logged-in user has multiple appointment records

 

Solution

• Ensured that only the logged-in user's active appointment was retrieved when retrieving department users

 

Upload By should be Name and Surname, not Username (#115668)

Problem

• When uploading documents, the Uploaded By shows the person's Username

 

Solution

• Added the person's Name & Surname instead of the Username in the Upload By column

 

---

Job Profiler

Changes to export of job profiles via the API with master data names (#115825)

Problem

• The Job Profiles Export via the API did not include Occupational Level

 

Solution

• Include the Occupational Level Master Data name in the API 

Version 9.1.90 (3 June 2024)

Job Profiler

Publish Job Profiles after employee data import (#115740)

Problem

• In some instances when importing users, the new job profiles were not published.

 

Solution

• Ensure that when importing, new job profiles are automatically published.

 

---

Help Files

Implement pages that have not yet been added (#115698)

Problem

• Some pages did not have the Help Files yet

 

Solution

• Implement Help Files on all pages

 

---

Performance Management

Copy Manager Ratings to the Final Ratings column (#111929)

New functionality was added to copy the Manager Rating to the Final Ratings column.

Select the Copy my ratings to the Final Rating button

When confirming the message, the Final Rating column will be populated with the same score as the Manager Rating column. The ratings can be changed if required.

 

Bulk Actions delete search not working (#100782)

Problem

• The Search button on Bulk Delete Agreements stops working if you go to Create and then back to the delete page.

 

Solution

• Search control was getting recreated and the click event was lost.
• Changed slightly to apply different classes to the button depending on the Delete / Create page and then bind the search event to both relevant classes.

 

Show more characters on the comments pop-up (#115651)

Problem

• Sometimes popovers did not display for comments (manager and user, but specifically manager in this case.).
• This happened because the text shown in the table with ellipses used the textBoxMaxDisplay, which is 80 characters.
• But the popover which was then used, used the textAreaMaxDisplay, which is 200 characters.
• This meant that for any comment between 80 and 200 characters, the popover will not display and the text in the table is capped at 80 characters, so the user cannot see what the full comment is - if between that character range.

 

Solution

• Make sure that the popover also uses the textBoxMaxDisplay, when deciding whether to display.

 

---

 

Version 9.1.89 (3 June 2024)

Help Files

Oversized images overlap outside the Help File Pop-up modal (#115092)

Problem

• The system displays the Help file model with the Oversized Image overlapping on the outside

 

Solution

•  Auto Fit to size the image inside the HTML Editor based on the Limited size of the Pop-up modal 

 

---

Performance Management

Make the rating button more intuitive (#111934)

Problem

• It is not obvious when looking at the contract in the rating phase how to start the rating

 

Solution

• Instead of the Rating Icon, a button has been added in the rating column

• After the KPI has been rated, the score is displayed and a change button is added underneath the score

• The change button is hidden when the ratings have been submitted

 

Add the invalid weights to the left menu item as well (#112426)

Problem

• It isn't easy to see where items do not add to 100%

 

Solution

• When a section weight does not have KPA's or KPI's or when the Perspective and/or KPA and/or KPI does not sum to 100
  • Keep the flashing % on the right, but also indicate this on the left in the scroll spy menu
• Extend the message:

  

   
  Item weights must sum to 100. All item weights that do not sum to 100 will be indicated on the left menu.

 

Continue to rate without submitting when the other party has not submitted the objectives (#111933)

Problem

• When a manager or person has completed the Objective Setting, the ratings cannot be completed without the other party submitting the objectives first

 

Solution

• Enable the person who has submitted the objectives, to continue with the ratings
• The ratings cannot be submitted before the other party has submitted the objectives first

---

Report Builder

Unable to add value in a sub report (#115591)

Problem

• The problem was a change made on the nav links that stopped this pivot value dropdown from working.

 

Solution

• Resolved the issue by making the classes it uses unique so it does not clash with the nav-links.

 

---

People Management

Labour Relations: Disciplinary Actions(#105100)

New functionality is available to add a transgression on Labour Relations. 

 

People Management | Product Setup

• To enable the Disciplinary Actions menu, this needs to be activated under the People Management settings

 

Master Data

• Master Data needs to be added for
  • Disciplinary Action Outcomes

• • Disciplinary Transgressions

• Default Master Data is available for both

 

People Management | Edit Profile

• Under Labour Relations | Disciplinary Actions

• A new Transgression can be added.

• Documents can be viewed and uploaded

 

 

 

 

Version 9.1.88 (20 May 2024)

Notifications

Prevent overriding notifications data that has changed on other rulesets (#115416)

Problem

• The notifications have been restored to default and not showing the custom information

 

Solution

• The ruleset propagation of template content from R1 has been disabled
• Script correction for the syncing of content when it has not changed

 

---

Imports

Cannot import PM Template (#115150)

Problem

• The current problem is that this causes the message to only show the part after the : and not the whole message.

 

Solution

• The change should allow the error messages for the template import to show in full when the template name has a : in it. 

 

---

Performance Management

No KPIs are shown in the list when Select from library (#115120)

Problem

• No KPIs are shown in the list when Select from library

 

Solution

• Changed the ordering of master data items when using cursor-based paging to use the display order when ordering items rather than the primary key 

 

---

 

Version 9.1.87 (20 May 2024)

PaySpace Integration

View people linked to a Payroll connector (#112547)

• When people have been linked to a Payroll Connector, a menu is available to see the linked people

 

System to push the data to PaySpace (#113468)

• Added the functionality to push all data for users to PaySpace

 

---

Competency Analysis

Incorrect tooltip when rating as Manager (#112812)

Problem

• Incorrect message displayed for Manager when rating

 

Solution

• Corrected the message to display as Assess Person

 

An inactive proficiency level is displayed and can be selected when Rating (#112808)

Problem

• An inactive proficiency level is displayed on the ratings

 

Solution

• When the proficiency level is inactive, it does not display anymore

 

Able to rate on levels that have not been mapped to proficiency (#112809)

Problem

• Managers / Employees can rate competency on all proficiency levels even if the level has not been mapped.

 

Solution

• Changed so that one can rate only on proficiency levels that have been mapped to the competency

Able to select Inactive competency as Job Profile Requirement (#112803)

Problem

• Able to link inactive competency as a Job Profile requirement

 

Solution

• Exclude the ability to link inactive competency to Job Profile as a requirement

 

Add detail to Category when collapsed after rating (#112814)

Problem

• After completing all the ratings for the competencies (with some not meeting required) the exclamation mark icon still shows but there is no face value indication of what the issue is
• Only on hovering over the icon is additional information displayed

 

Solution

• Add subtext to indicate that some requirements are not met similar to the tooltip

 

Make the Graph fit on the pop-up window without the scroll functionality (#108652)

Problem

• The graph opens with the scrollbar

 

Solution

• Open the graph when clicking on it

 

Add a text to show "Additional Competency" (#108654)

Problem

• When a user Adds a Competency front-end, the system does not indicate that it is an Additional Competency from the Category list of Competencies

 

Solution

• Added text in bracket next to the Competency Title (Additional)

 

Able to set Job Profiler competency required level to unmapped proficiency level (#112811)

Problem

• Able to set a Required Proficiency Level for Job Competency Requirement that is not mapped.

 

Solution

• Disable the ability to select Proficiency Levels that have been mapped to Competency
  

 

---

Organisational Structure

Add the treeview to a white section (#113555)

Problem

• The treeview is not on a white background

 

Solution

• Changed the background for the treeview

 

Incorrect Line Manager details are displayed when moving Positions (#113982)

Problem

• The system displays the incorrect Line Manager Detail. The Manager's details are a duplicate of the user's information.

 

Solution

• Display the Correct details of the Line Manager as per the Reporting Lines

 

The system displays an Incorrect Vacancy count on the Org Node (#113988)

Problem

• On the move positions screen within the org structure, when "show vacant" is enabled job profiles that are unpublished are included.

 

Solution

• Only include where job profiles are published
  

 

---

People Management

The 'Edit’ tooltip is not displayed when hovering over Custom people groups (#112966)

Problem

• No tooltip is displayed when hovering over a custom people group.

 

Solution

• Display a tooltip when hovering over a custom people group, which says "Edit".

 

Remove Time Component from search (#110516)

Problem

• Date pickers on PM search had time as well.

 

Solution

• Removed the time section in the pickers

 

Filter not working correctly on the Dashboard (#113483)

• The search term is saved in local storage for people management.
• This means that if you navigate away from this page and return later it will reapply the search term from local storage of the browser.  
• When clearing the filter, the search is cleared when navigating away from the dashboard and coming back.

 

Show hand cursor when hovering over the delete icon (#112964)

Problem

• Normal mouse is shown when hovering over the delete icon.

 

Solution

• Show the hand cursor when hovering over the delete icon.

 

Profile Banner not displaying correctly with a long username (#113491)

Problem

• Profile Banner not displaying correctly with a long username

 

Solution

• Changed margins and text size on the profile banner

 

The administrator can see "Additional Self-Service Items" for other employees (#111698)

Problem

• When a people administrator views a subordinate's people profile, the "Additional Self Service" link is displayed.

 

Solution

• Display option only for the logged-in user

 

Correct the tooltips on the pills of the Dashboard (#114636)

Problem

• When hovering over the button group, the tooltips are incorrect.

 

Solution

• Update the tooltips to display the correct text.

Load More option should be centered on the page instead of on the right (#113515)

Problem

• The Load More option should be centered on the page instead of on the right.
• The button should have an icon and a tooltip

 

Solution

• Added the button in the center and changed to a floating button with a chevron-down icon and a "Load more" tooltip

 

Error when terminating a person from the dashboard without filling in the fields (#113006)

Problem

• On the termination modal the user was not notified when the form is not completed

 

Solution

• Added snack messages to indicate which controls are empty
• Validation messages are now being displayed when you do not select a last day or a reason

 

Search own user (#114232)

Problem

• Logged-in users with the Manage own user access role must be able to view their profile on the people management dashboard.

 

Solution

• Added functionality to show the user's profile if the user can manage their user access
  

 

---

Tenant Management

Make the Expiry Date clickable so that it can be updated (#114490)

Problem

• Make the Expiry Date clickable in the summary.

 

Solution

• Added an icon next to the expiry date that opens the update expiry date modal.

 

Icon to be made available from Tenant List which will allow Tenant Admin to update Expiry Date without many clicks (#113443)

Problem

• Icon to be made available from Tenant List which will allow Tenant Admin to update Expiry Date.

 

Solution

• Added icon next to subscription expiry date that allows user to update the expiry date

 

Add a filter option for Expiry Date (#114493)

Problem

• Add a filter option for the Subscription Expiry Date.
• When a number is inserted, for example, 30 days, show all records with expiry dates within the next 30 days (today + 30)

 

Solution

• Implemented a numeric filter to specify within how many days the subscription expiry date must be.

 

Make Subscription tab default (#114546)

Problem

• Currently, the Details tab is the default when editing a tenant.
• Change this so that the Subscription tab is the default.

 

Solution

• Made the Subscriptions tab the default when editing a tenant

 

Clicking the reset button on the filter panel does not clear set filtering (#114603)

Problem

• Reset button does nothing.

 

Solution

• Added functionality to clear search criteria and submit form on reset button.

 

Add an Expiry tag on subscriptions that are one month within their expiry date (#113442)

Problem

• Any Tenant whose expiry date is within a month should show an Expiry indicator

 

Solution

• Highlight the expiry date with a tooltip for Expiring Soon
  

 

---

Job Profiler

Duplicated Org Node appears when linking a Job Position to an Org (#112171)

Problem

• Duplicate org nodes displayed on the org treeview on models

 

Solution

• Remove duplicates from the org tree view on modals.

 

Not clear on which Position Competency Requirement is being added (#112806)

Problem

• On the Position Requirements screen it is not visible on which Position a requirement is added, unless navigating back to the General tab

 

Solution

• Add the Job Title and the Position Title to the breadcrumbs in the header

 

Show the Job Title on hover when it differs from the Position Title (#114207)

Problem

• When a position differs from the job, then this is not shown

 

Solution

• Show the job title on hover on the My Competencies and My Team tabs

Able to add already added competency to user profile (#112816)

Problem

• Able to add competency to the user’s profile that has already been added

 

Solution

• Should only be able to add competencies that are not yet being measured/assessed
  

 

---

Ruleset Setup

System Access: Spelling error on tooltip (#110704)

Problem

• When hovering over the 'Reset Access Secret used by Additional Services' button, the text tooltip displayed contains a spelling error.

 

Solution

• Correction of error

 

Validation messages on required fields to be tweaked (#102780)

Problem

• Please separate the words on the field's name on the validation messages underneath the boxes, i.e. 'ContentServerName' should be 'Content Server Name'

 

Solution

• Amend the spacing between the words

 

Themes: Change helper text when uploading images (#114440)

Problem

• Change helper text on the theme create/edit page for the images.

 

Solution

• Changed the image size of each helper text underneath the inputs.
• Changed the size of the login page logo to 130px and removed the bottom margin 

 

The "I acknowledge" switch does not activate when you click the label (#104540)

Problem

• The toggle button on the confirmation modal cannot be switched when you click on the label

 

Solution

• Make the label clickable

 

Remove the tooltip when hovering over a ruleset record (#114442)

Problem

• We do not have the "Manage" tooltip anywhere else in the system. 
• Please remove the tooltip.

 

Solution

• Removed the "Manage" tooltip from the ruleset setup page.

 

Dashboard Widgets: When changing the layout of the dashboard, and I click preview, the layout is saved (#112819)

Problem

• When only previewing the new layout, the layout is saved

 

Solution

• Remove the preview button 

 

Add default culture en-UK (#114371)

Problem

• Currently, the date displayed in the V8 system is American and this causes the date picker not to work

 

Solution

• Add culture en-UK as default to the system for dates to show 'correctly'.

 

Pinned System Menu collapses when clicking on the People Management item on the menu (#100810)

Problem

• When the system menu is pinned and clicking on the People Management menu, the main menu is collapsed

 

Solution

• Keep the menu pinned

 

Remove the 'back' button on the first page (#110572)

Problem

• The Back button on the first page is not required

 

Solution

• Remove the button on the Ruleset Setup list page

 

The system displays a blank Disclaimer screen (#111274)

Problem

• Text not showing

 

Solution 

• Added an option for the textbox and the text to change color based on the "dark" option for the theme.

This ensures the text will always be visible.

 

Default Badges did not copy when the new Tenant and Ruleset was created (#114454)

Problem

• When creating a new tenant, the default badges are not created.
• Also found an issue when creating only a new ruleset.

 

Solution

• Implemented changes to create default badges when a new tenant is created and a new ruleset is created.
  

 

---

Performance Management

Button Styling (#114654)

Problem

• The standard for all buttons is that the text should be in uppercase.
• This was not the case.

 

Solution

• Changed all button text to uppercase

 

No plural for "Objective Setting" in Translations (#107577)

Problem

• There was no plural translation for the Objective Setting.

 

Solution

• Added the plural migration.

 

Change the Target Audience button to a secondary button (#114671)

Problem

• The View Target Audience button should be a secondary button

 

Solution

• Changed the styling of the button

 

Display the Review Setup description when you hover over the Setup Name (#113686)

Problem

• The description fields of Review Setups can currently only be seen by administrators who have access to the Review Setups admin pages.

The description field can be used to provide valuable information about the setup, which can help managers as well.

 

Solution

• Added the Review Setup description on a tooltip when hovering over the name

 

There is no Cancel or Back button when adding a new Review Setup (#114659)

Problem

• On performance management new review setup there is no cancel or back button

 

Solution

• Added the back button in the header and cancel in the footer

 

Modal headings should all be in caps (#114655)

Problem

• All Performance modal headings should be in uppercase.

 

Solution

• Added class to all modals to change to uppercase

 

Able to add an empty Perspective (#113017)

Problem

• An empty perspective could be added.

 

Solution

• Added validation to prevent this.

 

Admin – Review Setups & Review Years: Add the table in a white card (#114660)

Problem

• Product setup for performance management tables was not in the cards.

 

Solution

• Added the tables to cards

 

Add a tooltip on the KPA Document icon (#108209)

Problem

• There is no tooltip shown when you hover over the documents icon next to KPA

 

Solution

• Added tooltips for viewing document icons

 

---

Master Data

Move buttons to the footer (#114564)

Problem

• Move the Primary and Secondary buttons to the footer

 

Solution

• Moved the add and setup buttons to the footer when editing the master data

 

Cannot edit the item after reordering (#113818)

Problem

• When you are in any Master Data category, if you sort the items in the list, you will not be able to edit any item in the list, it will always display the "Add New Item" modal until you reload the page.

 

Solution

• Fixed the URL after sorting items

 

Performance Section Items: Remove the last occurrence of "Item" from the title (#109286)

Problem

• When adding a new PM Section Item, the heading on the modal shows: "Add new Performance Management Section Item Item".

 

Solution

• If a PM Section Item is added, remove the last occurrence of "Item" from the modal heading

 

Performance Management Section Items: Add the ability to filter on "Type" (#87260)

Problem

• The Section Items Master Data now contains all master data for all the PM sections making it very difficult to work with.
• Add a filter to the search bar where you can filter on the Section Type.

 

Solution

• Added section type global filter for the Performance Management Section Items on Master Data

 

Make the heading all CAPS and remove the icon on the Save button (#114560)

Problem

• Make the Heading all CAPS
• Remove the icon on the save button

 

Solution

• Made the headings all caps and removed the icon on the save button, on both the edit and delete modal, of the master data page

 

Performance Management Section Items: Add the "Save add new" option to Section Items Master Data (#87266)

Problem

No "Save add new" option is available for the Section Items Master Data.

 

Solution

• Implemented a "Save add new" button to the add modal of all master data items.
  

---

Notifications

Test Email: People List has no sample data (#110569)

Problem

• The PeoplesList field placeholder has no sample data.

 

Solution

• Corrected the code to show the sample data on the email

 

Multiple emails were sent out when Cancel was clicked before going ahead and resetting the password (#111460)

Problem

• Multiple click handlers are attached to the send email button each time modal is open.

 

Solution

• Cleared handlers before attaching a new one.
  

 

---

Imports

People Management Import: Error when importing a string resembling an invalid email address (#113367)

Problem

• Data in the import file is not properly trimmed before being imported.

 

Solution

• Trim data before import.
  

 

---

Main Dashboard

Keep uploaded images (#113512)

Problem

• When uploading your own images and unselecting them, then they cannot be selected the next time you want to change banners.

 

Solution

• Keep all images that have been uploaded.

My Colleagues: When clicking on a person to view the summary, the surname is not displayed (#113547)

Problem

• When viewing the same summary on the Main Dashboard, the Surname is excluded.

 

Solution

• Add the Surname on the Dashboard view
  

 

---

Auto-Doc

Button styling on the Document Creation page (#114688)

Problem

• Please standardise the button styling - there should be a space between the '+' and the 'Template' on the button.

 

Solution

• Added spacing between the icon and the text
  

 

---

Inbox

Add 2 additional tabs for Training & Leave Requests (#110847)

Problem

• 2 additional tabs are required for Leave and Training requests for Managers to access and approve the requests.

 

Solution

• Tab 1: Training Requests
  • When selected, open the V8 page in the frame
• Tab 2: Leave Requests
  • When selected, open the V8 page in the frame
    

 

---

People Groups

Improve wording of info text on Grouped Conditions (#113013)

Problem

• The Grouped Conditions information message is outdated

 

Solution

• All of the following conditions must be met before a person will be included in the People Group, for example:
  • If only a Job Title has been added, then all the people appointed in that Job Title will form part of the People Group.
  • If only an Organisational Unit has been selected, only people appointed in that Organisational Unit will form part of the People Group.
  • If only a Reporting Line Type has been selected, only subordinates reporting to a specified manager for the Reporting Line Type will form part of the People Group.
  • If a combination of the above has been selected, people will be included when they are:
    • Appointed in the Job Title, AND who are also
    • Appointed in the Organisational Unit, AND who are also
    • Reporting to the specified manager for the Reporting Line Type
      

Version 9.1.86 (6 May 2024)

Performance Management

Employees duplicating on the list when creating agreements in bulk (#114715)

Problem

• When using the Bulk Action on Performance Management, a record is created per appointment

Solution

• Add a check to ensure that only the latest appointment's record is shown in the list

 

Rework calculations to allow periods to be skipped (#106483)

• Add a Setting to enable/disable excluding review periods

• Remove the eye icon on the gauge and add an on-click to the gauge
  • When hovering over the gauge, a Review Period can be excluded/included
  • When clicking on the gauge itself, the agreement is opened

• Add a click in the gauge only when an agreement exists
  • An agreement can only be accessed in the Overall Summary if the person already has an agreement

 

---

Ruleset Setup | System Menu

Add My Worklist to the System Menu to access the V8 page (#112943)

• The My Worklist menu item is now available

 

---

 

 

 

Version 9.1.85 (6 May 2024)

Performance Management

Dashboard heading display incorrect (#114618)

• Corrected product translation when using V8 to V9 PM integration

 

Goals import fails due to case-sensitive matches (#114714)

Problem

• A case-sensitive check is done on the username

Solution

• Change the import to make a case-insensitive check instead

 

Unable to submit the Performance Agreement (#114662)

Problem

• The submit button is locked without a reason.

Solution

• Add the reason to the message when the Ratings have already been approved and the user may no longer submit to clarify 

Version 9.1.84 (6 May 2024)

Performance Management

Items not copied during ruleset creation (#114306)

Problem

• The issue was caused by section items linked to a template being deleted and trying to create a new ruleset from the ruleset with the deleted but linked section items.

Solution

• A change has been made to the PM copy process during ruleset creation.
• It will now try to copy the values that do exist and if it no longer exists as a section item it will be skipped.

Impersonation did not allow to copy from another person's agreement (#114460)

Problem

• When using the impersonation feature on Performance Management, the functionality to copy an agreement from one person to another was not available

Solution

• Ensure that when impersonating, you are viewing the contracts from the team members of the person you are impersonating and NOT the team members of the logged-in user (the user currently impersonating).

 

Add an Activities field on KPIs (#111352)

A new field has been added when adding a KPI named Activities.

This field is available:

• When adding a KPI
• On the Agreement when hovering over the label
• When adding a KPI as Master Data
• When creating a template
• When creating a report

 

---

Help Files

Implementing Help File pages per product (#77211)

Help Files are available per product.

Each Administrator for a product can add pages to the ruleset.

Version 9.1.83 (22 April 2024)

Performance Management

Inactive library items shows on lists when adding (#114018)

Problem

• When the library items are inactive in Master Data, they are shown in the lists when adding a Perspective, KPA or KPI

Solution

• Do not show the inactive library items - exclude them from the lists

 

---

Report Builder

Informational message not translated when landing on the Data Dictionary tab (#111689)

Problem

• When accessing the Data Dictionary tab, the information message is not translated

Solution

• Add translation for the information message to display 

 

Error when re-importing previously deleted Action Plan Report (#111717)

Problem

• If you delete a report and try to import that same report, an error will be thrown, because when it searched for the existing report it did not consider the Deleted flag.

Solution

• When retrieving the existing report, check for Deleted and not Deleted.
• This allows the user to import a report when it was previously deleted. If it was deleted, it makes the report active again after the import.

 

---

Ruleset Setup | System Menu

Add the Moderation menu item (#112916)

Problem

• The Moderation menu item is not available in V9

Solution

• Add the menu item to be selected from the System Menu tab
• Access the menu and content from the Main Menu

 

---

 

Version 9.1.82 (12 April 2024)

People Management

Enable viewing of terminated people (#114144)

Problem

• Unable to access a terminated person's profile

Solution

• When accessing terminated users, it will now first use the people linked in the cached people group and if the user is not found, generate the people group as uncached for all people.
• This should then find all the people you will currently see when applying the all filter on the grid view of the people management dashboard.

 

---

Performance Management: Import

Correct the mapping of weights (#113327)

Problem

• All section items are imported with the section weight and not the item weight.

Solution

• Update the mapping in the value and behaviour and competencies imports to use the section item weight as supplied by the import sheet.

Version 9.1.81 (12 April 2024)

Performance Management: Import

Add employee filter on section items (#106742)

• Add filter on items to ensure items are populated for the people it is linked to.

 

---

LMS Portal: Discussion Forum

Expert assignment cannot be deleted (#114005)

Problem

• The system does not allow an Admin to Delete Expert's Assignments.

Solution

• Resolved issue to allow the admin to delete an entry
• Introduced COLLATE DATABASE_DEFAULT statement on temp table's column to fix SQL exception caused by Collation differences from Server and Database.

Version 9.1.80 (12 April 2024)

Performance Management Imports

Add a check for Perspectives when importing Goals (#113327)

• A check has been added that will validate if perspectives are enabled. If perspectives are set inactive and the import includes perspective data then the record will be invalid.
• Change authorisation to allow anonymous for adhoc completion of imports.
• Correct description filter in values and behaviours.
• Refactor goals import and simplify validation.

 

Corrected the comment issue when importing the Key Competencies (#114085)

• Correct import of comments when creating a new section item. Update display order of section items based on current max order.
• Corrected creation of section items with the same name but different descriptions and updated comments.

 

All KC library items are imported when the agreement has not been created yet (#114088)

Problem

• When you import Key competencies for an employee on a year/setup where their agreement has not been started yet, then all the KC library items will be added to the agreement , including the once that you are importing , to the new agreement.

Solution

• The default Key Competency items have been removed when creating a blank contract.

 

Implement Competency Import (#111857)

• Create and implement the Competency Import.
• Correct sample file name and import folder, update translation used in behaviours and competency imports.

 

Terminated Managers should prevent a user to submit objectives or ratings (#113183)

Problem

• Employees of a manager can still submit objectives and ratings after he is terminated.
• Also, If that manager was logged in at the time of his termination, he will still be able to work on the system normally untill he logs out.

 

Solution

• Bust reporting line cache when updating appointment, adding appointment and when terminating.

 

---

Ruleset Management

Add system menu for Recruitment (#113493)

• Menu item for Advertised Positions are added
• Administration menu made available as well

 

Make People Group modal larger (#113850)

• Modal is made larger so that the text that does not flow over

 

---

People Management

When editing appointment org unit, do not pre-load the previous org unit on the org treeview (#114014)

Problem

• Cannot select another organisational unit other than the current node the employee is on.
• This view should display all org units in the system to allow me to transfer the employee.

Solution

• Show all organisational units when updating the organisational unit for a person.

 

---

Job Profiler Import (#114041)

• Trim org names and codes when importing org units and modify fncCalculateOrgPath so that it displays '&' characters correctly

 

---

Report Builder

Report only showing certain employees (#113424)

• Exclude archived data source setups from queries.
• On Create Statement do not include joins that have not been selected on Report.

 

Action Plan Report (#113340)

Problem

• Priority field is missing from the report

 

Solution

• Included the Priority field in the data fields

 

---

Data Warehouse

PM Data Warehouse package (#112042)

• Optimise PM DataWarehouse package

 

Improve V8 packages (#113541)

• The latest V8 and V8 DWH SSIS packages have been deployed on Master where the running issues have been resolved.

 

Performance Management Data Fields (#113340)

• Add the Priority field to Performance Management Action Plan Data Source

 

 

 

 

 

 

 

Version 9.1.79 (8 April 2024)

Report Builder

Report Imports (#85116)

Fix report import which failed due to an error in the query which retrieved the data source setup.

 

---

System Access

Implementation of login redirects using a generic short URL for both V9 and V8 redirects (#112314)

A new API/ gRPC endpoint has been added to generate LoginRedirect links that can be shared with users to securely log in to a deep link in either V9 or V8.

 

---

Performance Management

Allow user without a PM admin role, to preview a template (#113910)

Problem

• When starting the Objective Setting, a person with no Adminstration Roles could not view a template before selecting it to create the Agreement.

 

Solution

• The role check has been removed and is no longer dependant on the Admin Role.

 

---

People Management

Implement a selector of a default active people group (#112784)

This issue has been corrected by setting the first people group linked to a user as the active people group of the user if no preferred people group has been setup yet.

 

Display manager with all information (#113942)

Problem

• The Manager's Location in Organisation was not displaying and the it also showed that the manager cannot log in and the position is not active.

 

Solution

• Include the Manager details in the same query as the rest of the people's details.

 

 

 

 

Version 9.1.78 (8 April 2024)

Report Builder

Data Source Setups to not be archived (#85116)

When retrieving data source setups, make sure the setup is not archived.

 

---

Ruleset Setup

Copy Countries and Locations (#89623)

Resolve the issue of copying countries and locations when creating a new Ruleset.

 

---

Performance Management

Terminated Managers should prevent a user to submit objectives or ratings (#113183)

People Management

When a person is terminated, the manager should still be linked but have a label with [Termination] at the end.

The input fields should be made wider to accommodate this:

Currently

New Suggestion

Performance Management

1. Show the Terminated label as well
2. Disable the Submit button
   • Tooltip
     • You cannot submit because your Performance Manager has been terminated.

 

---

People Management

Delete modal not correctly enabling the Delete button (#113743)

Problem

• A recent change had caused that the delete modals on Next of Kin, Assets and Permits not work because of how it handled the deletion reason.
• For the above there is no reason displayed and to bypass the validation that happens for the delete button to enable " " was added to the input.
• Recent changes on the global delete.ts functionality however had a check introduced that no empty reasons are provided, and in doing so it trimms the input removing the " " added and failing the validation.

Solution

• Removed the " " from being inserted on the delete modals here, and instead made use of the newly added ShowDeletionReason propery which better handles not showing the input and then does not check for it having a value.

 

New functionality - Address Development (#112076)

Master Data

3 new Master Data lists have been added for:

• Countries
• Provinces
• Work Locations

Organisational Structure

When adding / editing a organisational unit, a new section has been added:

Heading 

• Business Address

 

Field

• Location
  • The data is derived from the Work Locations master data items

 

People Management - Product Setup

Add a new section

• Additional Sections
  • Add the Address as a section that can be activated

People Management - Profile

On the Address menu, the following sections are available

• Physical Work Location
  • Data derived from the Master Data items for Work Locations

• Business Address
  • Data derived from the organisational unit's Location

• Residential Address
  • The residential address of the person

• Home Postal Address
  • The postal address of the person
  • A check has been added for when the home and postal addresses are the same

 

 

 

 

 

 

Version 9.1.77 (26 March 2024)

System Access

Changed handling of unauthenticated when the refresh token for the session is no longer valid (#112810)

Added the removal of cookies on themes and ruleset during authorisation (See Version 9.1.76 for the initial change)

 

---

 

Version 9.1.76 (25 March 2024)

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:

Disable Save button when creating and updating review setups.

 

---

Ruleset Management

Addition of Catalogue menu in V9 for the learning product (#112786)

Problem:

The Catalogue menu was not included as part of the Learning Product.

Solution:

Add the Catalogue menu to the Ruleset System Menu list. When the Learning Product has been activated, this menu can also now be activated.

 

When viewing the integrations tab on ruleset setup, make sure the General tab is selected by default and not payroll (#113171)

Problem:

Payroll tab displayed by default.

Solution:

Make it so that the General tab displays by default.

---

People Management

Styling of pages with large gaps (#112994)

Problem:

People Profile pages are not fitting correctly on the screen. There are large grey areas around it.

Solution:

Improve some styling on the person profile page, to fit external and normal pages better - filling the entire height of the screen.

 

Translation not applied for Username field (#113007)

Problem:

The Username label on the employee profile is now displayed as two words instead of one but the translation shows it as one word.

Solution:

Ensure correct translation is used for the Username field.

 

Unable to give data source access to active report categories on a new tenant’s ruleset (#112839)

Problem:

Because any new ruleset uses the the datasources/categories from Ruleset/Tenant 1 by default, nothing was returned, because the current Ruleset is not Ruleset 1

Solution:

When retrieving data categories, return the categories from Tenant 1 if the ruleset uses the Data Dictionary from Ruleset 1

 

Publish the Job Profile of the first user on a new Ruleset (#112780)

Problem:

Default ruleset job was not published.

Solution:

Changed it so that the default ruleset is published.

 

Vacant Positions of an Unpublished Job Profile displays the Vacancies Count for User Appointment (#112369)

Problem:

Jobs that were not published displayed in the list.

Solution:

Filter the jobs to those that are published.

---

 

New Functionality

Kudos Development (#107675)

A new button has been added to People Management on the card view:

When selected, you will be able to send Kudos to a person. The page that opens is where you select a badge and add a message.

After sending the Kudos, you can see all Kudos that you received and all Kudos that you sent to others on the Main Dashboard.

Received

Top 3 entries are shown

Given

Top 3 entries are shown

When clicking on the View More option, the full details are shown.

Only Kudos given can be deleted or edited withing 7 days of sending it.

When clicking on the Send Kudos to a Colleagues button, the user will be navigated to People Management Dashboard.

Version 9.1.73 (11 March 2024)

People Management

Change name of Training Records tab (#112350)

Name has been changed from Learner Records to Learning Records.

Changes to the Profile Banner (#110509, #110908, #110509)

Removed the Work Telephone Number from the Contact Details section; removed the Group date from the Appointment Info section and removed the Created date from the Additional Info section.

A correct selector to load the training and development first menu (#112886)

When clicking on the Training and Development menu, the Learning Records are loaded as the first menu item.

 

---

Performance Management

Implement a slider on the Overall Summary for more than 5 items (#104459)

Business Rules:

• There should be 5 items (incl Overall Final Score) on the screen at all times
• When the Review Periods + Review Surveys are more than 4, then a scroll is added
• There is also a "legend" to show which items are on the screen
• Always land on the current active period as the first item in the scroll, when opening the page
• This is for both Employee and Manager views

 

Version 9.1.72 (29 February 2024)

Ruleset Setup 

Ensure available languages can be published (#112374)

When a language is set to available, this should be published without errors.

 

---

Job Profiler

Terminated employees to not be displayed when viewing users linked to a people group role (#108023)

When a person is terminated, the people group roles are removed and no longer showing when viewing the people.

 

---

People Management

Make sure appointment dates are cast as date when retrieving employees for the people management index page (#112757)

All future terminations are showing on the People Management dashboard.

 

---

Performance Management

Show Manager and Employee comments regardless of contract approval state (#112736)

New business rules have been applied to ensure all comments are shown:

• 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

• 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)

---

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:

1. a KPI to a KPA that already has a KPI with that name
2. 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.

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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.

 

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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.

 

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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.

 

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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.

 

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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)

The continue button redirects to Performance Management in the same tab.

 

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

• Corrected not authorised page when changing a user's people groups and appointing a new user

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)

Change the menu's spacing on the edit page so that longer items fit better

 

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

 

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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.