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Version 9.1.141 (3 February 2025)

Imports

Employee data import error (#125558)

Problem

  • The org nodes are duplicated when no org structure exists and multiple users are linked to the node
  • When importing nodes with accents in the name the import fails
  • The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur

 

Solution

  • Remove unused caching check between node creation and replace with existence check on the newly created nodes
  • Add accent escapes when querying the existing org nodes.
  • Reorder the bulk import types

 

User Import: Change appointment import to import by action type (#121473)

Problem

  • When a user is terminated or transferred in the same file the user conflicts with a new user taking the same position
    • The old User was terminated and the New user was appointed in the same position within the same import after the termination
    • The old user transfers to a new position and the new user receives the old user's position after the transfer
  • When the position is changed but the start date of the appointment remains the same the user appointment is not corrected
Appointment Import Rules
 
Terminations
  • When an end date is provided for the active position
    • With a termination reason, end on the imported date with the reason provided
    • Without a termination reason, end the active appointment with the date
      • Clear the current termination reasons if they exist
  • When the terminated record imported's position is  different from the latest appointment position the system handles the record as a transfer to a terminated position
  • When the terminated record imported is on the same position but the start date, termination date, appointment type, and  termination reason differ handle it as an appointment correction
  • When no appointment exists and the user is imported with an end date handle as a new appointment
New Appointments 
  • When a user has no appointments in the system
    • Check for overlapping appointments for the position
      • The start and end date of the imported position must not overlap any existing appointment  for the position
    • The appointment type must exist as master data
Transfers
 
  • When the user has current appointments in the system, terminated or active
  •  The user's latest appointment is active
    •  Check for overlapping appointments for the position
      • The start and end date of the imported position must not overlap any existing appointment  for the position
    • Check for overlapping appointments with the current user's appointments and other than active
    • The appointment type must exist as master data
    • End the current active appointment with end date = new appointment start date -1
  • The user's latest appointment is terminated
    • Check for overlapping appointments for the position
      • The start and end date of the imported position must not overlap any existing appointment  for the position
    • Check for overlapping appointments with the current user's appointments
    • The appointment type must exist as master data
 
Appointment Corrections
  • The user has an appointment
    • The latest appointment position matches the import position appointment
    • The start date, end date, appointment type, and termination reason differ from the latest appointment for the user
    • Check for overlapping appointments for the position
      • The start and end date of the imported position must not overlap any existing appointment  for the position
    • Check for overlapping appointments with the current user's appointments
    • The appointment type must exist as master data

 

Report Builder

Auto-scroll when dragging and dropping columns (#123392)

Problem

  • When dragging and dropping a column to another position, you can only drag to the field that is left on the screen, even if there are other fields to the left of the list.  
  • This means that you must drop the field where you can, wait for the page to reload, scroll to the field again and drag it further left.

 

Solution

  • While dragging it “past the left”, the result set must scroll to the right until you get to the preferred fields and then drop the column

 

 

 

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