# Version 9.1.99 (15 July 2024)

### People Management

#### Technical: The index page makes excessive calls (TP#116776)

**Problem**

- The People Management index page made excessive HTTP calls to retrieve the Kudos phrases and Kudos badges.

**Solution**

- This was because the calls were made in the modals.
- Moved the HTTP calls from the index page and now pass the phrases and badges through as a parameter to the relevant modals.

#### An error appears when Appointing an Employee (TP#116739)

**Problem**

- Error occurred when adding a new person, due to an error in a back-end script.

**Solution**

- Ensure that when people are added, no errors are returned, by fixing the script.

#### Country selector default to SA (TP#116648)

**Problem**

- Country selector defaults to SA

**Solution**

- The company codes will now use geolocation to determine the correct company code to select initially depending on your IP address.
- If the location cannot be determined it will currently default to US. This applies to contact details and the next of kin number fields.

#### Able to click the Delete button for an active appointment (TP#116652)

**Problem**

- You can click the delete button next to a person's active appointment and the confirmation modal is displayed.
- There is an error when you continue because this action is not allowed.

**Solution**

- Disable the delete button

#### Surname Filter - UI Improvements (TP#116242)

**Problem**

- When a letter on the Surname filter bar (the left vertical bar with “abc”,”A”, etc) is clicked, then the page filters the People with surnames that start with that letter.
- But, it is not clear enough which letter is clicked

**Solution**

- Highlight the letter more (currently it is only bolded).
- Add a round coloured circle around the letter/ highlighted background
- Show above the People cards (or list): 
    - Showing People with surnames starting with “G”. Click “abc” to clear.

#### UTC date is displayed for Last Login (TP#116745)

**Problem**

- When using the card view on People Management and clicking on a person's card, a preview displayd of the person's details.
- On this modal the person's last successful login date is displayed.
- Please note that this date is displayed as UTC, meaning it is 2 hours behind SA time.
- Please ensure that the UTC is converted to local time.

<div id="bkmrk-"></div><div id="bkmrk--1"></div><div id="bkmrk-solution-5">**Solution**</div><div id="bkmrk-fix-more-places-wher">- Fix more places where ToUniversalTime() is incorrectly used.

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### Performance Management

#### Values &amp; Behaviours section weights stay red after entering them manually (TP#113304)

**Problem**

- There was 1 issue on the react state when the sections and items are added causing it to add some sections in duplicate to the state.
- This had the effect of removing incorrect items from the state and section items disappearing from the incorrect sections.
- Also, this leads to the invalid weight calculation to be incorrect.

**Solution**

- Fixed the problem with the duplicate sections being added to the state which also corrected the weight validation.

#### Prevent Rate button text from overflowing (TP#116231)

**Problem**

- On certain resolutions, the text on the rating button will overflow onto a second line when the columns are too narrow.

**Solution**

- Set it so the Rate buttons never wrap, meaning it will show a scrollbar if the resolution gets too small

#### Styling and alignment on rating modal (TP112866)

**Problem**

- Rating box styling is not great when all 3 are displayed

**Solution**

- Set minimum width and also make it wrap better when text is long

#### Sort order Templates (TP#116437)

**Problem**

- There is no sorting order when creating an agreement from a Template

**Solution**

- Added alphabetical sorting order

#### New Feature: Move Contracts Between Review Setups (TP#115509)

- Add a new vertical pill for Move Agreements on the Bulk Actions
- The From Review Setup should have 
    - All review setups
    - Unallocated agreements
    - All linked review setups individually
- The To Review Setups have the People Group as well
- Search on 
    - Person Name
    - Person Surname
    - Person Username
    - Performance Manager Name
    - Performance Manager Surname
    - Performance Manager Username
    - Position
- Grey out the checkbox in the list when 
    - The person is not part of a Custom People Group
    - The person has no agreement
    - Add tooltips (see mock-up)
- When selecting the Move Agreements button, a confirmation modal opens 
    - Please provide a reason is a required field
    - When the Move Agreements button is selected 
        - Add the person on the Custom People Group of the selected To Review Setup
        - Move the agreement (as is) to the To Review Setup
- After moving the people, show a snack message to confirm the move
- Move the Bulk Action Logs last
- Add the entry for the Move Agreements
- Show the From and To Review Setups

---

### Ruleset Management

#### Tenant users cannot update their ID Numbers (TP#112761)

**Problem**

- The new tenant users are created using only the email address specified while creating the tenant, this means that this user has no Password or ID number assigned.
- This means that the user cannot log in or change their password.

**Solution**

- When creating a new Tenant / Create from Blank or Create from R1 
    - Do not copy the MFA settings
    - Always use *Sent OTP via Email* option
- When copying from any other Ruleset (excl R1) 
    - Copy the MFA settings as configured on the copy from a ruleset

<div id="bkmrk-%C2%A0-20"> </div>---

### Competency Analysis

#### Terminated Employees appear on the My Team List (TP#116615)

**Problem**

- The system displayed terminated Employees on the My Team Tab for the Manager to complete the Competency Analysis

**Solution**

- Exclude terminated users

---

### Master Data

#### Section Items: Add the ability to filter on "Type" (TP#87260)

**Problem**

- The Section Items Master Data now contains all master data for all the PM sections, making it very difficult to work with.
- Add a filter to the search bar to filter on the Section Type.

**Solution**

- Added section type global filter for the Performance Management Section Items on Master Data

---

### Org Chart

#### The Org Chart must open from the logged-in user’s point and down (TP#116400)

**Problem**

- The system opens a new window and Displays the Org Chart from the Top Level

**Solution**

- Display the OrgChart from the Logged in User. So the logged-in user must be the parent node.

---

### System Access

#### Signify cannot log in on R1 because of no appointments and error message is incorrect (TP#116636)

**Problem**

- Cannot log in to the system.
- When resetting the password, it still does not allow the user to log in.
- The error message is also incorrect.
- It states that the Username and Password combination is incorrect.

**Solution**

- A change has been made to the check if a user is active. A user is not active when: 
    - The user has no appointment
    - The user's latest appointment has been terminated
    - The user has been disabled

<div id="bkmrk-%C2%A0-28"> </div><div id="bkmrk-the-message-on-the-s">The message on the standard login and external login has been updated and will now display.</div><div id="bkmrk-%C2%A0-29"> </div>[![image.png](https://signature.signifyhr.co.za/uploads/images/gallery/2024-07/scaled-1680-/sANjbw63vlke1Ktj-image.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2024-07/sANjbw63vlke1Ktj-image.png)

---

### SigniChat

#### Failed Group Chat Creation Makes Group Chat Creation Interface Persistent when Chat module is opened (TP#116201)

**Problem**

- When New Group Creation fails it persistently displays the Group Creation Screen when clicking on the Chat Icon.

**Solution**

- When the group creation fails, reset the display to show the chats and not the creation page

#### Sent Attachments do not Automatically Refresh the Chat (TP#116183)

**Problem**

- When Attachments are sent, the message does not refresh automatically on the other user's side.
- Manual Refresh is required to trigger the message sent (opening and closing chat again or sending another message will manually trigger).

**Solution**

- When Attachments are sent, the message refreshes automatically on the other user's side.

#### The SigniChat modal cuts off

**Problem**

- The modal cuts off at the top

**Solution**

- Gave SigniChat component a smaller fixed height

---

### All Services

#### Improve error messages (TP#113747)

**Problem**

- There are a lot of generic error messages across domains

**Solution**

- Handle domain exception with a specific code and the exception itself returns the key for the translation of the exception.
- When the code and key are available in the exception it should be used to display the error otherwise it shows the generic error.

---

### HR Processes

#### New Feature: Ability to cancel a submitted request (TP#116470)

**Problem**

- When submitting an HR Request, there is no ability to Cancel it

**Solution**

- When a request is submitted and the request is still in the **My Open Requests** section, this request should have the functionality to be cancelled
- When the **Cancel Request** button has been selected, a cancel confirmation should display where you must add the reason
- When the request has been cancelled, it moves to **Historical Request**
- Instead of submitting, it should show *cancelled* with the date and time
- **Translations** should be added for the cancel functionality

#### Search is applicable only to the 1st tab (TP#116448)

**Problem**

- When you are on the HR Processes tab, and you search, it seems it searches on exports which is the first tab

**Solution**

- Focus the global search on the current tab

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### New Functionality: Support User

#### Add a Support User for specific Rulesets (TP#115605)

- Support Users can be added and access is granted to All Rulesets or specific rulesets
- When the Access to all Rulesets has been selected, the dropdown is disabled 
    - Use the select2 - Multi-select
- People can be removed
- When the modal is saved, and the user clicks on the + Support User button again, the previously saved users should be displayed and can be edited

#### Enable Support for all Support Users linked to the Ruleset, so that the support user can log in on behalf of this person (TP#115606)

- Under the Actions menu, a new option should be available to Allow Support for the person whose profile is viewed
- When selected, a modal opens where the date is to be specified 
    - Default is 2 days from today
    - User can extend the date
    - When the date is reached, the Support User cannot login on behalf anymore

#### See when a Support User logged in (TP#115607)

- When a support user logs in, it should be displayed on the person's My Sign-ins 
    - Support and the Support User's email address should be shown

#### Log into a Ruleset on behalf of a person (TP#115611)

- A separate URL for the support login is required
- When clicking on this URL, the user needs to add the Username of the on behalf person and the Reason for support 
    - These are required fields
- When clicking the Microsoft login, the email address is verified against the allowed support users (Technical part)
- An option to go to the normal login page of this Ruleset needs to be available 
    - When selected, the user is navigated to the login page
- Only MS Accounts are allowed

#### The API User's password should not expire (TP#115664)

- In the standard login method change the check that determines if a user is active to ignore password expiry and appointment information if the user type is either API or Support
- When creating a Ruleset, add the Signify Support User as well

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