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)