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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

Search field loses focus (#121885)

Problem

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

Solution

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

Imports

Disabilities duplicated (#121903)

Problem

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

Solution

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

Add Person AppointmentEndDate to MaterialisedUsers tables (#121349)

Problem

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

Solution

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

Organisational Structure

Line Manager details spill off the page (#121877)

Problem

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

Solution

  • Wrap the text with the zoom

Learning Management

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

Problem
  • Opening the pathway shared link for V10 prevents navigation to the normal learning portal
Solution

Problem

  • The role for Learning Administrator is not available in V9

Solution

  • Create a Learning Administrator role

Data Warehouse

Table consolidation and Data Dictionary cleanup (#121664)

Problem
  • There is data in the Data Dictionary tables across tenants
  • There are unused columns in the Datawarehouse tables
  • There are tables in the Datawarehouse that can be combined
  • There are columns in the Data Dictionary where the content of the column is unclear
    This requires a rename of the alias of such columns
  • Column names do not appear in an expected / logical order
     
 
Solution
  • Cleanup data so that there is only Data Dictionary data in tenant 1
  • Work through all columns in the Datawarehouse and identify unused columns
  • Identify tables in the Datawarehouse that can be combined
  • Review all columns and suggest wording where it is not clear what is stored in the column
  • Order columns in a logical order
  • Ensure data sources appear in their correct categories

Performance Management

Cannot submit agreement (#122734)

Problem

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

Solution

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

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

Problem

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

Solution

  • Move the tooltips to display above the buttons

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

Problem

  • People requested to not see the timeline on the Dashboard

Solution

  • Add a setting to hide the timeline on the Dashboard

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

Problem

  • No functionality existed to lock an agreement from editing

Solution 

  • Added new settings

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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

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

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

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Employee and Manager creating Evaluations

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Summary 

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  • 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

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Manager

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Employee

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Summary - Employee

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Summary - Manager

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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:

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Solution

  • Change the current one above to Date and time (Default)
    • This time shows as: 2024-10-07T07:30:53.8235783
    • Show as our standard date/time function, but aligned to the selected culture and timezone.  In the above example it should be: 2024-10-07 9:30:58
  • Add another option for Date only
    • This option must show the date without the time component

API

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

Business Rules

  •  An API call should be created to import the agreements from a third-party system 

  • The agreements will be imported per employee for a Review Setup linked to the Review Year for a Review Item as an Overall Approved Agreement 

  • The fields needed for the API are: 

  • Ruleset Code 

  • Username* 

  • Review Year* 

  • Review Setup* 

  • Review Item* 

  • Section* 

  • Section Weight 

  • Perspective 

  • Perspective Weight 

  • Is Perspective Library Item 

  • KPA 

  • KPA Weight 

  • Is KPA Library Item 

  • KPI 

  • KPI Weight 

  • KPI Measures 

  • KPI Ratings 

  • KPI Activities 

  • Is KPI Library Item 

  • Person Rating* 

  • Person Comment 

  • Manager Rating* 

  • Manager Comment 

  • Final Rating 

  • Approved (Use Approve Contract .approvecontractperiod 

  • If there is no rating, the record should be rejected 

  • The Manager Rating is the Final Rating 

  • When only the Manager Rating column has been populated, make the Final Rating the same as the Manager Rating 

  • When a score of 0 is sent through the API call for a specific review item, the review item should be excluded 

New Development

HR Processes (#116458)

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

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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

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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

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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

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

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

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

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

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

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

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

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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

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

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