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) 
 Problem 
 
 
 Opening the pathway shared link for V10 prevents navigation to the normal learning portal 
 
 
 
 Solution 
 
 
 The portal link is cached when opening the lms portal on V10. Adjusted the logic to only cache the link if the menu item is used and not when a shared link is used. 
 
 
 
 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) 
 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 
 
 
 
 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) 
 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 
 
 
 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 
 
 
 
 
   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 
 
 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