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Version 9.1.145 (24 February 2025)

Ruleset Management


Able to log into a deactivated ruleset (#126304)

Problem

  • The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.

 

Solution

  • Bust the cache when activating/deactivating the ruleset

 


Performance Management

Interpolation to allow decimal actual values (#126547)

Problem

  • Cannot add decimal actual values

 

Solution

  • Change the functionality to allow for decimals

 

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 a 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.

 

As a Performance User, I want to have a button that will open the evaluation raters page (#123615)

Problem

  • As a Performance User, I want to have a button that will open the evaluation raters page

 

Solution

  • Added a button on the PM dashboard to go to the evaluation page.

 

As a Performance Management Administrator, I want to have an additional setting that hides the Evaluation Summary page from employees (#123617)
Problem
  • As a Performance Management Administrator, I want to have an additional setting that hides the Evaluation Summary page from employees.
 

Solution
  • Added a setting on the Review Setup page under " Allow Anonymous Evaluations" to hide the Evaluation Summary page from Employees. When this setting is enabled, the Evaluation Summary page can only be accessed by the Manager.


PM Error with Review Years (#126058)

Problem

  • PM Dashboard is not loading.

 

Solution

  • Fixed issue with urlHelper not resolving.

 

As a Manager, I want to see the Ratings per KPI on the Summary page (#123611)

Problem

  • As a Manager, I want to see the Ratings per KPI on the Summary page

 

Solution

  • Implemented, minimum maximum and average ratings per KPI and overall ratings

 

"Allow Interpolation" does not enable the switch on templates (#126195)

Problem

  • The "Allow Interpolation" does not enable the switch on templates

 

Solution

  • Added the AllowInterpolation to the view modal return.

 

As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081)

Problem

  • As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous

 

Solution

  • When the auto-copy setting is on, the section weights will copy from the contract, otherwise it will copy from the review

 

As a Manager, I want to print the Evaluation Summary (#123613)

Problem

  • As a Manager, I want to print the Evaluation Summary

 

Solution

  • Added a print preview page to show all details of the evaluation summary modal

 

Import the 360 score to PM (#112612)
In V8
  • Add an Endpoint to return all Evaluation periods that are active from
  • Add an Endpoint to pull the 360 scores based on a DateTime
 
In V9
  • Add a Master Data Table in Performance Management called EvaluationPeriods
  • Add a Job that pulls master data from V8 daily
    • Create a reusable job that can be used for multiple daily tasks in the PM service 
  • Add two drop downs on value surveys on the Review Year, review setup
    • List of Evaluation Periods
    • The import options, option two is hidden when the setting: All manager to change value survey score, is off on the review setup
    • Store the data in the DB for the review year
  • Add a Command that pulls the approved 360 scores from V8 via users
    • The command should only pull the data from the last successful import of data
    • The command should adhere to the import type of the review year item
    • Create a query to fetch the review year for the linked evaluation period, match the linked period by name to the linked evaluation period and user name received from V8
    • Use the query to map the data that should be changed for new scores and overriding current scores
    • Create a new bulk command based on UpdateContractSurveyCommand to update the value score recursively and save entities once
    • Use the import service to store the run dates of the import
  • Automate the import with a quartz job in the Import service
    • The import service should call the PM service to perform the action
    • The import service is responsible for the external fetch of data
  • Add a button to the integration tab to import the data from V8 to V9 on demand

 

Incorrect message when setting up Interpolation (#126467)

Problem

  • An incorrect message is displayed when you set up interpolation mapping but start with the mapping at the bottom.

 

Solution

  • Fixed the  issue where the  translation is broken when starting at the bottom rating first

 


Translations

Themes translation not showing on Login (#126618)

Problem

  • Translations not pulling through to the login page

 

Solution

  • Resolve the issue and make sure that the translations are displayed

 


Master Data

Seeded data not appearing in drop downs on Employee Profile (#126916)
Problem
  • Duplicate master data is causing issues in the system.
 
Solution
  • Add unique constraints on the master data name per ruleset  on the simple master data tables that make sense e.g.
    • Data in select * from v9_master_core.masterdata.Tables
    • Simple MasterData - should only consider name and ruleset id
    • Add unique constraints on the database for tables
    • In the MasterData engine catch translatable exceptions to display on front end if the unique constraint is violated

 


Job Profiler

ListUsersExport not returning all or correct information (#126458)

Problem

  • The API call returns the OfoCode ID instead of the Name.

 

Solution

  • Corrected the Select statement to return the OfoCode Name

 


Notifications

Add time to Welcome email (#124699)

Problem

  • When the Welcome Notification button on a user profile to is clicked, an error is given.

 

Solution

  • Fixed issue with getTemplates query

 

Copy template does not copy the attached files on the Email panel (#101268)

Problem

  • When the template is copied, the attachments are missing from the newly copied template.

 

Solution

  • When copying a template, the original template's attachments will also be copied.
  • Fixed next cloud copy

 

Schedule Setup: Able to save weekly schedule without specifying days of the week (#85993)

Problem

  • When on the notification schedular setup form, the validation styling does not work.

 

Solution

  • Implemented a workaround fix to add the styling to a multi-select Select2

 

Indicate customised templates (#126054)

Problem

  • Indicate for each email template whether the template has been customized.
  • The Restore To Default button should only be clickable for customized templates and added tooltip to the button.
  • Move the Dashboard tab at the bottom and rename it to Statistics.
  • The back button on the template view page must keep the search results and the opened tab.

 

Solution

  • When a template is customized, a checkmark is shown on the custom column and a tooltip is added: "This template has been customized.". If a template is restored, the checkmark is removed.
  • Restore to default will be disabled if the template is not customized.
  • The search results of the templates table persist if the template is edited and the back button is used.
  • The dashboard tab is renamed to Statistics and moved to the bottom of the tabs.

 

Extra detail to be added to all templates (#126050)

Problem

  • For all emails that are sent, add Tenant ID, Ruleset ID and template ID (And a C if the template is customized) at the bottom of emails. Also, show the codes on the template list.

 

Solution

  • All emails that are sent have a light grey code at the bottom with the format: [T{TemplateId}R{RulesetId}-{TemplateId] - [T17R2-44] or [T17R2-44 C] for customized templates. The code is also added to the template list

 


Data Warehouse

Grades Mismatched in Signify & SFTP (#126629)

Problem

  • Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues)

 

Solution

  • Adjusted PeopleGroupUsers task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons

Organisational Structure

As a person with access to the Organisational Structure, I want to see the linked positions on the same page (#124045)
Business Rules
  • Hide the Search option in the Header of the page
  • When clicking on the Organisational Structure menu under the gear, the landing page should include the linked positions - the page is split into two
  • The first time the page is accessed, only the Organisational Units are shown on the left
    • Expand the first 3 levels of the org chart when opening
      • Suggestion: Add buttons to open the levels
    • The drag & drop functionality of org units should still apply
    • The Add, Edit and Delete functionality should still be available ()
  • Add a tooltip on the ([nr] People, [nr] Vacancies, [nr] Inactive)
    • Underline the text
    • When clicking on this text, load the positions on the right
  • When clicking on an Org Unit, show the linked positions on the right
  • When clicking on the arrow to the left of the org node (), expand the org node but don’t load the positions.  It would be great if clicking on  it could also expand (without loading the positions).
  • Only load the positions when clicking on the part ([nr] People, [nr] Vacancies, [nr] Inactive)
  • The ability to drag & drop positions to other org units should still be available
  • The filters should be:
    • Filled Positions (Default) 
    • Vacant Positions
    • Inactive Positions
    • All
  • When no positions are linked to an Org Unit, show a placeholder
    • Text (Add translations for the text)
      • There are no positions in this organisational unit.

        There could be positions in subordinate organisational units.

  • Add a + Position button on the right

    • This will work the same as when appointing a person

      • Job Title field should be blank

      • When selecting a job title from the drop-down, change the position title to the same value, after which the user can update the position title.  Do this on every Job Title change, even if the position title is populated.

      • Location in organisation to be auto-completed

    • Open in a new tab, but hide the menu

  • Add an anchor tag when the person is a Job Profiler Admin

    • ​​​​​​​When clicking on the job, open the job details in a new tab

 


Tenant Management

Unable to copy the link of a newly created Tenant's URL (#125624)

Problem

  • Unable to copy the link of a newly created Tenant's URL

 

Solution

  • Changed the URL to use the Clipboard API, with a fallback for older browsers.

 


Access Management

Change the System Access page to ensure there is no scroll bar at the bottom (#124625)

Problem

  • When on the access management page the page overflows and pushes everything of the screen, no matter what you zoom size is.

 

Solution

  • Found that the problem is the initialisation of the text areas, when one is initiated it creates a container and when the second is also initialised it creates another container that is exactly the same. Added a check to not add a second container on both.

 

Add uptime indicator (#125149)
Problem
  • The system does not allow users to indicate the uptime of the services
 
Solution
  • Added a setting “Up-time URL” on the Ruleset | System Access tab
  • Added icons to the login page and the user profile to navigate to the up-time monitor page. If no URL is specified, the default will be used. 
  • Fixed the default URL of the privacy policy.


Import

As a person with access to a person's profile, I want to have the Location field synced to v8 (#122839)
Problem
  • The location field not syncing to V8

Solution
  • Add location to the user export on V9
  • Map the location on V8 to the bulk employee import
  • Implement location in the menu import

The validation message is incorrect when there is an issue with a position end date (#120182)

Problem

  • Incorrect error validation message

 

Solution

  • Corrected error validation message

 


People Management

Change search text (#126051)

Problem

  • When filtering with either the search or the surname picker or both the search text should display accordingly

 

Solution

  • Implemented the changes to show the correct text as requested

 


Kudo Widget

Send Kudo notification (#122323)

Problem

  • An email should be sent when the Kudo has been saved by the person sending it.

 

Solution

  • Added notification for the person receiving the Kudo

 


People Groups

People groups - automatically create a people group when a manager opens system menus (#124188)
Problem
  • Manager people groups are not created automatically on V9 for all managers. This creates a lot of unnecessary data that is not always used.

Solution

The error displayed when viewing a list of employees on a people group (#125951)

Problem

  • The error displayed when viewing a list of employees on a people group

 

Solution

  • Saw that there were changes made to the query and the query broke, thus the reason for the error

 


Report Builder

Create a log entry when NextCloud credentials are invalid (#126158)
Problem
  • When a file upload fails because of invalid Nextcloud credentials, it is not clear from the error log

Solution
  • Improve the error logged to indicate a problem with the credentials