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Version 9.1.165 (30 June 2025)

People Management

[My Profile] Error shown when user clicks on My Profile (#132878)

Problem

  • When a user who does not have an admin role tries to view their profile, the page breaks.
  • The problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin-authorised only.

Solution

  • Changed to get the tenant ID from the available anonymous call, which is then used to fetch the tenant subscription information.

[Imports] Error with future-dated appointment (#132805)

Problem

  • When a user is added with a future-dated appointment, the appointment saves on V9 but does not sync with V8.
  • When the User Import is manually executed, an error is encountered.

Solution

  • Support users added to export a user for import to V8.
  • Further investigation is in progress.

[Appointments] Terminated appointments can be deleted (#132690)

Problem

  • When an end date (or termination date) has been added to an appointment record, it is possible to delete the appointment.

Solution

  • The user cannot delete the latest primary appointment, even if there is a termination date.
  • It is possible to delete a primary appointment that is not the latest.

[Payroll integration] User import fails when access to OrganisationPositionDetail is not granted (#132260)

Problem

  • When the Payspace client does not grant access to the OrganizationPositionDetail, then the following API call fails as "forbidden": string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true";

Solution

  • Add try-catch statements when pulling data for the OFO code to suppress and log the failure should it occur, and then continue with the import.


V9: Import Issue (#132815)

Problem

  • When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: "The org node to link the user's position to could not be found."

Solution

  • Add org level 1 as received data, and fall back to the default only when no data is provided

Performance Management

[Agreement] Manager Ratings not updated when Manager and Final Ratings can be completed simultaneously (#127230)

Problem

  • With the setting to do both final rating and manager rating, the banner scores for Manager Rating are not being updated on the contract.

Solution

  • Add a new check to update the Manager Rating along with the Final Rating when both are captured.

[Agreement] Radio buttons not behaving correctly when typing your own KPAs or selecting from the library (#121338)

Problem

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

Solution

  • Fixed the check to not overwrite the toggle's state.

As a Performance Management Administrator, I want to recalculate performance scores from Bulk Actions (#130420)

Problem

  • When a new Review Survey is added or Review Period weights are adjusted, it affects all agreements that have already been completed.
  • The completed agreements were calculated based on the previous weightings.
  • If the weights are later updated, and a user opens an existing or completed agreement, the score now appears differently than it should, based on the new weights.

Solution

  • A new bulk action has been added to allow agreements to be recalculated using the updated weights.
  • Users can now click on "Recalculate Scores", apply the necessary filters, and select all agreements that need to be recalculated.
  • The process will then run and update the scores for those agreements accordingly.

As a System Administrator, I would like to enable a setting on the Review Setup to inherit contract section weights (#130993)

Problem

  • Change the description of the settings for Auto copy and for the Inherit Contract Weights.
  • Add a total on the Edit Section Weights modal.

Solution

  • Update the Translations to the new value.
  • Add a total weight to the Edit Section Weights modal.

As a Language Administrator, I want to be able to translate the new fields (#130422)

Problem

  • A new feature was added to the Performance Management for bulk recalculating of performance scores, but the new fields were not enabled for translations.

Solution

  • Translation functionality was enabled for the new fields.

As a Performance Administrator, configuring Review Setups, I want a setting to allow training to be added to the PDP (#118125)

Problem

  • When configuring a Review Setup, a Performance Administrator wants a setting to allow training to be linked to the personal development plan (PDP).

Solution

  • A new setting was added that allows training interventions to be linked to a PDP.

[Bulk Actions] Errors display when you land on the Bulk Action Logs screen (#132668)

Problem

  • When navigating to the Bulk Actions logs on Performance Management, it results in an error.

Solution

  • Add a new column in the query that was created for the recalculation of performance management scores.

Login

[Login] A Person cannot log in if all MFA options are turned off on a ruleset (#132853)

Problem

  • A user is unable to log in when none of the multi-factor authentication options have been enabled.

Solution

  • Fixed the local redirect after login to handle the new redirecturl to ensure that users can log in whether MFA is enabled or disabled.

[3rd Party Login] Unable to log in with Microsoft (#132846)

Problem

  • A user is unable to log in with Microsoft, and an error displays after account validation.

Solution

  • Fixed the local redirect after login to handle the new redirecturl to ensure that users can log in with their Microsoft account.

System Access

Improve Performance opening V8 links from V9 (#131794)

Problem

  • The encrypted query string causes low performance when accessing V8 pages from V9.

Solution

  • Replace the encrypted query string with a time-based security key.
    • The security key is valid for 30 minutes and remains unchanged for the period.
    • It is built using the username, encryption key and time constant.
  • Add deep links to quick links.

Send V8 notifications through V9 (#129209)

Problem

  • A client with a configured token-based own SMTP on V9 needs a separate basic SMTP for V8.
  • V8 notifications do not handle token-based SMTP authentication.

Solution

  • Make the endpoint available on the notification service on V9 to receive and process messages.
  • V8 attachments need to be handled.

Implement Encrypted Fallback config (#131882)

Problem

  • The new security key implementation in V9 requires all V8 counterparts to also be upgraded.

Solution

  • Add a config setting on V9 to whitelist rulesets by Id to use the previous query string encryption.
  • When a ruleset is not part of the config, then the new security key method will be used.

As a person with access to the Help Files, I want to have an updated layout with feedback functionality (#129792 )

Problem

  • The Help page modal's text needs to be more descriptive. 
  • The toggle functionality needs to be updated. When checked, it should allow the content to be shown instead of hiding the content (thus reversing the current toggle logic).
  • Standardise the pop-up design by adding a close (X) button to the top-right corner of all general modals (only general modals for now).

Solution

  • Added a generic close button at the top of each general modal.
  • Updated the Help page's translations and fixed how the toggle for permissions works.
  • A feedback button will be added in upcoming updates for this feature.

[v9 URL] Bookmark URL (#127982)

Problem

  • Clients are experiencing issues when they bookmark the secure login URL for the Signify system.

Solution

  • Change the identity login page to accept a theme URL as the redirect URL
  • Allow the theme redirect to be used should the cookies or the ruleset have changed
  • Make the theme's redirect URL reusable

Imports

Implement log for import requests (#124033)

Problem

  • Currently, onboarding and synchronisation are the biggest issues encountered by the consultants (between V8 and V9 and vice versa).

Solution

  • In V8, create two procedures: sysExternalImportTransactions, sysExternalImportErrors.
  • Read from the sysProcessLog and export the data for the request.
  • Add a nullable field in sysProcessLog, ExternalRequestId, this field will contain Import.Imports.Id from V9.
  • Add the procedures to the sysObjectWhitelist table to be available in the API.
  • When the user clicks on export transactions or export errors, make an API call to the above and export the data as normal.
  • Move the singular import requests to log an import like the bulk imports do. 
  • Add status "In Progress" when the import starts.
  • Communicate completion of the import from V8 to V9.

Tenant/Ruleset Management

System Summary Page (#124038)

Problem

  • Old V8 installation has documentation on Master Builder, with all client URLs, etc.
  • For V9, this seems to have fallen away – is there a way to automatically insert this on Master Builder (Product Table)

Developer Solution

  • Add a new button on the tools page to access the system summary.
  • Create a new page with a table with paging,  50 per page and global search.
    • Includes useful information for support (such as Tenant Id, Tenant Name, RulesetId, RulesetName, SystemCloseDate, LoginURL, SupportURL, and ActiveProducts).
    • Includes a list of Subscriptions, ActiveUserCount, BaseLicenceCount, and SchemaCreatedMessage.
  • Add a gPRC call in the Account Service to do the query with the requested fields.

General

Upgrade nugget packages on Signify repository (#129990, #129991)

Problem

  • .NET 8 is still used on the Signify solution.

Solution

  • Upgrade the Signify solution to .NET 9 and test that the modules are still working.
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