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v6.2.1.8 – 12 September 2024
Version 6.2.2.8
Released on: 12 September 2024
Type: Medium Upgrade
General
- Upgraded our 3rd party components to the latest versions.
- Module Configuration has been upgraded to the new platform, making it easy to search for the lookup or function to configure.
- It is now possible to reference the manager of an Organisational unit in terms of the relationship to an employee.
- #003776: In the workflow designer, it is now possible to link a different activity to the Start Boundary without needing to create a new activity.
- Fixed an issue where the Windows Dashboard editor didn’t save the filtering parameters.
- Upgraded the HR Manage System Configuration to the new platform.
- #003810: Fixed an issue where a user couldn’t link their HR Manage account to the AD account.
- Exporting any list to Excel, on the prompt, when selecting the Preview button, will now use the internal Excel viewer instead of writing to a temporary file and opening Excel on that.
- When changing the current theme, more open forms will now refresh without needing to close and reopen.
- HR Manage Online Portal
- Updated the theme slightly by reducing the height of the site banner (can be overturned with themes).
- Replaced the module icons with modern simple icons.
- Document Signing
- In the Document Library, Pdf AcroForms can now be designed on top of existing Word and Pdf documents.
- Document Signing Templates can be configured in Document Signing workflow activities.
- The templates define:
- Which documents must be completed / signed, where to get the documents from and in which order.
- Who must fill which roles and in which order the people must complete / sign the documents.
- The templates define:
- Note that while the configuration for document signing is possible, the actual document signing will only become available in HR Manage release 6.2.2.
- 3rd party integrations
- Upgraded the eLearning integration to allow for multiple eLearning systems to be integrated with HR Manage at the same time.
- Integration with 3rd party Forms platforms are now possible. A form submitted on the external platform will transfer to HR Manage and start a new workflow.
- It is now possible to display payslips from 3rd party payrolls directly on the employee information page. Small patch needed to support new payrolls.
Training Module
- Fixed an issue on the Bursary editor where the repayment and settlement override amounts were limited to a maximum of R9,999.
- Fixed an issue where a Training Event could not be cancelled from the Training Event Manager (was only working from the Training Event Editor)
- #002429: When listing bursaries that have not yet been completed but past the contract end date, then those bursaries will be highlighted.
- #003787: Fixed error when attempting to delete training with custom fields captured.
- #003778: Fixed issue where lookups for custom fields weren’t being loaded in the Training Provider editor.
- Certificate Format now has the Certificate designer embedded in the editor. No need to design the certificate separately in the report designer and then link it afterwards. Everything in one place.
- Fixed an issue where Seta Priorities weren’t saving properly.
- Upgraded the Batch Intervention Updater to the new platform.
- Custom fields can now be displayed as table columns in the Intervention Library.
- Interventions can now be linked to Compliance Requirement Groups which offers more flexibility and less maintenance when compared to linking it only to job profiles.
- #003825: Fixed issue where the duration unit for interventions in the library would revert to days when saving.
- #003829: Fixed an issue when attempting to delete a Learning Intervention or Training Provider with custom fields.
- #003828: Fixed an issue where the Core / Elective setting of a sub-intervention wasn’t being saved in the intervention library.
Importer
- #003783: Created the option to send raw json over an API (instead of the previous forced key/value collections).
- Fixed an issue where a batch of records would fail if a large value was attempted to be written to a small field.
- You can now search the results explorer on the grid by just starting to type in a column.
- On the results explorer, when double clicking on a non-functional column, an error would occur. Error has been removed and there will now just be no reaction when double clicking on such a column. For a lookup columns, double clicking will navigate to the matching profile to match the selected value as before.
- #003823: Included a “Source Filter” field to filter records in the raw/source data before transferring it to the staging table.
- #003822: Fixed an error when attempting to remove raw values from a matching profile.
Forms & Workflows
- #003800: Fixed an issue where all the lookup values from all custom fields were being displayed in the dropdown for a custom field in a “Field from Record” entry.
- #003731: Deleting activities from the workflow template is now removed properly with their links. A confirmation prompt will display all the links to other activities to see the impact before deleting.
- #003790: Fixed issue in a “Field from Record” entry on a form, when selecting a Job Title or External Company for a Position, the appropriate name wasn’t displaying.
- #003827: Activity comments can now be included as a field in the Generate Document activity’s mail merge.
- #003830: Fixed an issue that prevented users from creating new Root question categories in the library.
Employee Module
- Fixed an error for new clients that tries to open the Employee Leave data when leave hasn’t been configured yet.
- Upgraded the Delete / Terminate employee to the new platform.
- Fixed an issue when trying to approve a change request online.
- #003801: When clicking Save & New, the Occupation tab will now not be cleared anymore, allowing users to have less fields to complete when manually loading multiple new employees with similar occupations.
- Fixed an issue where the manager linked to a position wasn’t being propagated to the employee when linking the employee to that position.
- #003812: Fixed error when saving the employee module’s general configuration.
- #003817: Fixed an error when attempting to delete a Compliance Requirement Group.
Job Profiling & Performance Management
- Added a check when configuring a review activity to ensure that the activity’s recipient group (which will become the manager), only contains a single person. Will prevent issues due to bad configuration when conducting reviews.
- Temporary fixed an issue when adding sub-components to other components and job profiles. (Due for platform upgrade)
- #003797: Fixed an issue where under certain circumstances, creating new components directly on a profile starts giving errors while building the profile.
- #003820: Fixed an issue where the totals for Review Sections were displaying as “n/a” when printing the review.
Leave Administration
- #003736: Fixed an issue where none of the online settings for the leave module were being enforced since upgrading to the new configuration platform.
- #003680: Enforced security to only show leave applications related to the user’s location on the Windows dashboard calendar.
- #003821: Included the manager as a column in the Balances report generated by the Leave Report Wizard
Reporting & Exporting
- Completely replaced the Reporting Platform with a new system.
- The new platform doesn’t support sub-reports anymore which greatly simplifies the process of designing new reports. All functionality that was previously achieved using sub-reports can now be achieved without them using standard functionality in the new visual report designer.
- Reports can be built in a couple of minutes with the use of the Report Design Wizard.
- Designed reports can be generated by everyone online (subject to access and security parameters specified for the reports). Designed reports are available for generation from the following pages:
- Employee Information
- Job Title