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Version 9.1.136 (13 January 2025)

Performance Management

Able to capture contract although period closed (#123871)

Problem

  • When a phase is already closed, the dial can be used to view the contract, but the actions (Eg. creating a KPI) are still active.

Solution

  • Lock the agreement if the phases are not active.

PM V9 Action plan copy from previous does not work as expected (#124270)

Problem
4 Action plan-related fixes on this PR.

  1. This label was updated, it does not reflect Review Periods but rather the Review Setups

  2. There was some confusion as to how the Copy Action Plans From Previous should work, the consensus between me, Bertie and Lee-Ann is that you can only copy from your previous review years. You cannot use this to copy APs from an earlier Review Period within the same setup (This should happen with the CreateContractFromPrevious fix 4)
    Changed the query for the review years to exclude the year for the current contract.

  3. The Copy Action Plans From Previous was not copying all the information, only Name and Description. Including now all AP fields on the copy.

  4. When doing CreateContractPeriodFromPrevious it must also copy any Action Plans that exist on that contract period. (which it did not do)

Solution

  1. Updated the translation to correct the label to show Review Setup
  2. Changed the query for the review years to exclude the year for the current contract.
  3. Modified the Action Plan handlers and queries to select all the additional information and to also copy that when creating the item. Had to fix an update here and there
  4. Added new portion to the CreateContractPeriodFromPrevious handler to check if there are any action plans on the source and then copy that to the new contract. Tries to copy the Ad-hoc items as well as those assigned to specific KPIs.

Cannot Copy from previous (#124269)

Problem

  • The CopyFromPrevious / CopyFromTemplate functionality breaks when creating for an employee on a review setup that has leadership behaviours enabled.
  • This is because only managers get the section added to their contracts, but the copy from then tries to add the default library items to the employee's contract.
  • This breaks because the LB section does not exist to add it to.

Solution

  • Do a check to not add the LB items if the employee is not a lIne manager.
  • The preceding Create Contract step will not have created the ContractPeriodSections LB section if the employee is not a line manager.

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