Version 9.1.163 (2 June 2025)

Performance Management

Add functionality to delete multiple templates at once (#120577)

Problem

• Can only remove one template at a time on the PM Review Setup Templates
  
• Modal is very small when a selection is required to select templates for bulk deletion
  
• Translation missing for en-GB
  
• When the modal is displayed to remove multiple templates, you can click on which then navigates you to the template

Solution

• Add a new option to remove multiple templates at once.
  
• Show a larger modal for Bulk delete templates
  
• Added Translation for en-GB
  
• Remove the check to be able to navigate to the template

If moderated, show original score when you hover over the gauge as well (#129852)

Problem

• When an agreement is moderated, on the overall score, when hovering over the text, the score is viewed within a tooltip, the hit area is a bit small

Solution

• Change the tooltip to be displayed over the entire gauge when moderated.

Able to save the sections on a setup after deleting all Rating Scales (#129104)

Problem

• The user could not save the review setup with the changes made to check for rating scales
  
• Users could save a review setup when there was no rating scales defined, for example, all were deleted.
  
• The user could save a review setup without adding a 'Performance' Rating Scale

Solution

• Add a check to not validate rating scales for action plan section
  
• Add a new check to ensure that the rating scales are defined for the active sections before saving, or else it results in a detailed error
  
• Add a new check to ensure that there are performance rating scales

Limit item weights to 3 digits with a max value of 100 (#124145)

Problem

• Weight input is not limited to correct values, for example can enter 120 in weight, but only errors when trying to submit

Solution

• Limit input to the correct min/max values of the weight percentage while the user enters input

Cannot open the Documents page when there are no KPIs (#126063)

Problem

• When doing an agreement, and a perspective or KPA is added, when clicking to View Documents, it does nothing and errors as no KPI has been added

Solution

• Disable the View Documents button when no KPI has been added when an agreement is being done, and also view a tooltip with a new translation message to first indicate to add a KPI

On the preview, the perspective is shown as unknown even when perspectives are not enabled (#120057)

Problem

• Unknown text is shown on templates where perspectives are disabled when previewing a template

Solution:

• Add a check to not display the Perspective name ('Unknown') when perspectives are disabled

"Save" and "Save Add New" have the same translation (#124587)

Problem

• Translation for save and saveAddNew had the same translation

Solution

• Changed to use a different translation for wording, save and saveAddNew

Incorrect error when you submit an agreement containing duplicate items (#124049)

Problem

• When adding a duplicate KPI in an agreement, the entire exception is displayed as an error and not a friendly UI error

Solution

• Add a new check to show a translation error message

Update text on 'submitting objectives' (#128266)

Problem

• When the objective settings are confirmed on the modal, the text reads 'be blocked for editing'

Solution

• Change the text on the confirmation modal to read 'be locked for editing'

Indicate that moderation is in progress (#130384)

Problem

• When an agreement is being moderated and saved to be completed later, on the user side within the agreement, it is shown as moderated

Solution

• Add a new check that if the moderation is in progress, show correct translations, else default to the moderated translation

Performance Management - Keep Action Plan open (#130044)

Problem

• Currently, when a period has been approved by the employee and manager, no changes can be made to the Action Plan section

Solution

• Change the logic of the Action Plan to allow updates throughout the active Performance Year 
• If a review period has been approved by either the employee or the manager, allow the following actions on the Action Plan Section 
  • Add  
  • Edit 
  • Delete 
  • Copy from previous 
  • Complete status by the manager 
• These actions should be applied to  
  • KPI Action Plan items 
  • Ad Hoc Action Plan items 
• If the Check-ins period has been reached, also allow the Action Plan to be modified 
• When the Performance Year is locked, the Action Plan will close, and no changes will be made 

Radio buttons not behaving correctly (#121338)

Problem

• When adding a new KPA/KPI, the radio buttons do not work correctly when navigating between each toggle

Solution

• Fixed check to not overwrite the toggle state

Make message more prominent (#129638 & #129639)

Problem

• An important message is displayed within the Moderation search function that can be missed by many

Solution

• Changed to an alert message, which showcases the message to the user within an info icon

Apply the text-area rule for the Goals on view (#120063)

Problem

Solution

Tooltip on Hover for Final Score in English (#124580)

Problem

• English text displayed on the tooltip within the dashboard, Final Scores

Solution

• Added translation to view

---

Imports

The system does not use the specified org code when importing a new level 1 node (#119899)

Default the Import option to Performance Management (#113330)

Problem

• The import/export modal doesn't, by default, select the current product's imports; it needs to have the current active product selected and the imports for it displayed, depending on where you are in the system.

Solution

• Included the ProductCode to the baselayout and send that through to the importexport modal to ensure it correctly selects the correct product for import options.

Enable Sage Automated employee import (#129939)

Problem

• The PowerShell connector indicated an incorrect validation message.
  
• When a user leaves the Signify system open for more than 10 hours and then tries to continue their work, they receive the error

Solution

• Add the missing passport number field that caused the import to be incorrectly mapped, and receive invalid validation errors
  
• When the backend services return unauthorised as a status code, redirect the user to the login page rather than giving an infinite error message

---

Data Warehouse

Send DWH integrity report weekly via DB Mail (#131121)

---

Notifications

Styling on Reason for deletion to be standardised (#122689)

User unable to send a Welcome Notification (#131852)

Problem

• When a user who only has People Admin role tries to send a Welcome Notification an error is displayed. This is because to fetch the template it first needs to fetch the active products. The active products fetch can only be done by Ruleset / Tenant admins.

Solution

• Allowed for users with the People Admin role to also retrieve Active Products. Confirmed that the user can still only see relevant areas, the fetch can successfully be made by a People admin without a ruleset/tenant admin role.

---

Report Builder

The order of the sources to be aligned with the database Display Order (#129894)

Problem

• The Data Sources are not displayed in the Order which has been set in the database under DisplayOrder

Solution

• Make sure the display order in the DB and front-end is the same

---

Organisational Structure

Errors - & (#131317)

Problem:

• When adding an Org Unit, the '&' gets sanitised from the name.
• The config map changes do not work correctly yet.
• Need to add the excluded object properties directly to AppSettings.

Solution:

• Add OrgUnitName and Code for the OrgNodeViewModel to the list of excluded sanitisation properties.

Errors on Org Structure (#131884)

Problem

• The org flat structure path is not working correctly on the root node

Solution

• Correct the generation of the org flat path on the root node
  
• Create the support user on the node IN01
  
• Add missing org flat path generation for the first user

---

People Management

Add Role Permission: Manage Own Data (#124043)

Problem

• A user is not able to update personal details when the particular feature for that item is not enabled, although the user has the "ManageOwnData" permission.

Solution

• If a user has the "ManageOwnData" permission, ensure they can update their profile details, even if, according to the product setup, the item cannot be edited.

---

Translations

Translations on Learning Management are not updating (#131968)

Problem

• Translations are not working on any cshtml pages and only on react pages
  

Solution

• Updated Translator.cs to include "learningManagement" in the services list.
• Changed UseExternalTranslations to true in both appsettings.Development.json and appsettings.json to utilise external translations in both development and production environments.
  

---

SigniChat

Adding a new group using the people group which was previously used to be handled (#123358)

Problem

• You should never have multiple chat groups for the same people group (and product).
• When you created a chat group which is linked to a people group, which was previously deactivated, a new chat group was created (for the same people group), instead of activating the existing chat, it created a duplicate chat group linked to the same people group.
• You can now activate the disabled chat group, and voila, you have two chat groups for the same people group.

Solution

• When creating a chat group for a people group, which was then disabled, activate the existing chat group instead of creating a duplicate.

---