v6.3.0.10 – 27 May 2025

Version 6.3.0.10
Released on: 27 May 2025
Type: Major Update

UI Framework Upgrades

We’ve continued to upgrade the UI Framework for the Windows application.

• Delete Confirmation Prompt (Confirmation dialog that displays when attempting to delete records)
  • Upgraded to new UI
• Attachments Manager (used on multiple editors)
  • Upgraded to new UI
• Custom Plugin Report editor
  • Upgraded to new UI
  • Fixed bug when refreshing the screen after saving
• Email Account editor
  • Upgraded to the new UI and added a field to differentiate between accounts that are used for email notifications and email messages (new feature).
  • Online help added:  Press F1 on editor to open.
• Company Location editor
  • Upgraded to new UI
  • Added a new Primary Industry field (for alignment with SimplifyHR).
  • Online help added:  Press F1 on editor to open.
• Security Report Viewer
  • Upgraded to new UI
  • #003884:  Fixed the “Saturday” that was being cut off from the date range selector (for filtering the report).
• Requirement Editor
  • Upgraded to new UI
  • Fixed the feature to rename an attachment
• Person Review Manager
  • Upgraded to new UI
• Requirement Group Editor
  • Upgraded to new UI
  • Added online help:  Press F1.
• Training Type Editor
  • Upgraded to new UI
  • Added online help:  Press F1.
• Training Event Editor
  • Added a Status option to allow linked records to be set to “Completed – Signed Off” upon completing the training event.
• Bursary Editor
  • Fixed an issue where new bursaries created was automatically set to override the balance due to R0.
• Main Menu
  • Main menu is now theme aware and contains shortcuts (right click on a module button).
  • Online help has been enabled.
  • Icons updated.
• System Configuration – Settings
  • Upgraded to new UI.
• Added online help for
  • Automatic Updates
  • Login
  • Email Groups
  • Recipient Groups
  • Org Units
  • Intervention Library, Editor & Batch Updater
  • Training Provider Library & Editor
  • Training Module Configuration
  • Published Document Library
  • Pdf AcroForm Templates
  • Sign Request Editor

Core & Other Upgrades

• Upgraded 3rd party components to latest versions
  • We are in the process of replacing the 3rd party library responsible for Excel interaction.  Most general exports and reports now use the new library as well as the Importer.  It is just some of the older SETA reports and the generic Data Exporter that still use the old library.
• System Event Handlers
  • While HR Manage supported plugins for handling events, it now also supports custom SQL event handlers.  This will make custom functionality faster to implement since it can be done by a lower qualified technical person, rather than a developer.
  • It is now also possible to handle the following events (i.e. perform custom actions):  “Workflow Activity Started” & “Workflow Activity Completed”.
• General
  • Fixed a bug that can under a very specific set of circumstances, cause the whole application to crash when using the arrow keys to navigate edit fields on the Employee and Position editors.
  • Improved Performance when exporting lists to Excel.
• Filter Engines
  • Improved how the date range is selected on the filter engine.  Previously, the end date would change with the start date when changing the start date to an earlier date.  Going forward, the end date will only change if the start date is set past the end date.
  • Online help document available to explain all the working and features of the filter engine.
• SMS Integration
  • We’ve integrated with SMSPortal.com and we can integrate with others on request to make sms notifications possible in HR Manage. 
  • Client needs their own bulk sms account, create an api key in the sms portal and register it in HR Manage for sms notifications to become available.
  • For now, we’ve only enabled manual sms notifications (i.e. select employees and click Send SMS).  We’ll bring in more automated functionality once we’ve established safe guidelines on where and when to send sms notifications (due to the cost implication per sms and to avoid spamming people).
• Files Database Editor
  • Upgraded to new UI
  • #003883:  Fixed error that occurred when refreshing the UI after saving.
• Folder Manager Forms (Published Documents, Form Library, Question Library, etc.)
  • Right-clicking on the folders / categories will now have two new options available:  Expand All and Collapse All
  • Export to Excel feature is now available on the Document Manager to export the current list of documents.
• Password Recovery
  • Upgraded the lost password / username recovery tool to make it simpler to use and more secure with a new recovery email for resetting passwords.
• User Account Editor
  • Upgraded to new UI.
  • Online help added:  Press F1 on editor to open.
  • Created a new Batch Login Updater to allow for creating and updating multiple users at once.
    • This also allows for exporting selected users and then importing their AD usernames and linking them automatically.
• Automatic Updates
  • The automatic updates user experience has been updated to a simpler UI.  Less text and less options.
  • Online help available by pressing F1.
  • Made some adjustments so that the manual download button now works as well as the release notes.
• Training -> Certification
  • The “Event Number” field is now available as a column and/or filter field on the Certificate Manager.
• Training -> Intervention Editor
  • #003896:  Under the Sub-Interventions tab, in the Parent Interventions box, the name of the current intervention was displayed instead of the name of the parent interventions.
  • Added Expiry Notification Settings to allow HR Manage to automatically send notifications to the learner and/or manager when training is due to expire.
• Importer
  • Importer will now listen for events during employee updating / creation while importing.  (HR Manage was previously only listening when saving an employee through the UI).  This will allow plugins to perform custom actions upon employee creation / updating during the import.
  • When an employee is terminted, the position they were filling will change to Vacant.
  • #003895:  Made a small change in how Web APIs are handled.  In instances where the payroll was hosted on a sub-path (i.e. online.sage.co.za/P234461), the system would give an error if the /P234461 wasn’t specified in both the authorization and data retrieval calls.  It can now just be specified in the base url and it will work as expected.
  • #003799:  When importing an employee with a position (i.e. from Workflow), fields linked to the position no longer needs to be specified as part of the import as it will be retrieved from the position.
  • Fixed an issue when importing an employee linked to a position from payroll where the Position Code wasn’t matching to a position in HR Manage.
  • Added support for completely custom payroll integrations.  Instead of using the generic importing, integration for a specific payroll can now be hardcoded into HR Manage (each payroll defined as a separate entity) which allows for deeper integration going forward and overcoming bad api result structures as implemented by a certain payroll.
  • #003921:  Fixed an issue where under certain circumstances, the “Import Selected Records” on the Import Result Explorer didn’t work (when records with status “Warnings – Checked” was selected).
• Custom Field Editor
  • Upgraded to new UI and added Online Help
• Advanced Report Generator
  • #003836:  Add “Requirement Group” and “Training Category” as filters to the new Gap Report.

Employee / People Management

Messaging Platform

A new feature allows power users to send emails with attachments to employees.  The email can contain tags that will be replaced with field values and attachments can come from various sources like:

• Report generated from HR Manage
• Document from the Library
• Loaded attachment on the employee file (compliance requirement)
• Manually attached file

These emails can be saved as templates so that new emails can be sent using the same message, attachments and settings to different groups of people. 

Other changes

• Deeper Payroll Integration
  • Payslips can now be viewed directly in HR Manage by retrieving it from the payroll on request.  Currently available for SimplePay, but Sage 300 People and PaySpace will be patched in after release.
• Module Configuration
  • #003812:  Renaming an employee relationship type was not saving the new name.
• Employee Manager
  • F1 / Online Help activated
• Employee Editor
  • #003839:  Error deleting an occupation from the occupational history.
  • #003892:  Employee comments field has been restored.
  • #003897:  Error when saving a new employee due to an optional extended custom field not completed.
  • Fixed an issue when creating a new employee where “Nr of Dependents” would set to -1 by default if no value was specified.
  • #003933:  Fixed an issue where custom fields would lose their value when saved by a user without access to the specific custom fields.
  • #003938:  Restored the feature to allow editing of occupations in history.

Leave Administration

• Leave Configuration screen
  • Upgraded to new UI
• Leave Type Editor
  • Upgraded to new UI
  • Added online help:  Press F1.
• Leave Group Editor
  • Upgraded to new UI
  • Added an option to automatically download the public holidays for a country/year from a public API.
  • Added online help:  Press F1.
• Payroll Integration
  • With SimplePay, leave balances can now be synced from SimplePay and Leave Applications can be uploaded to SimplePay.  Other payrolls to follow soon.

Job Profiling Module

Minor improvements were made in the Workflow module.

• Job Title Editor
  • Upgraded to new UI.
  • Changed the existing “Description” field to “Purpose” and created a new “Job Description” field on its own tab.  The job description can be styled with some limited html (Bold, Italic, Underline, Bulleted list).
  • Added some new fields:  OFO Code Specialisation, Job Family, Functional Area (aligned with Simplify.hr) and a general Comments field.
    • These fields are available as table columns and filter fields on the Job Title Manager and Position Manager.
  • Editing the OFO Code for a job title now opens a popup where OFO Codes can be searched and a specialisation can also be selected.
  • Online documentation added:  Press F1 on Job Title editor to open.
  • Removed the legacy job profile reports in Word (they can now be designed using the new reporting platform).
• Position Editor
  • Upgraded to new UI.
  • #003912:  Updating a position already linked to an employee, didn’t automatically update the employee linked to it.  Terminating an employee didn’t automatically change the position status to Vacant.
• Job Family Editor
  • This is a new setup table in HR Manage.  Allows capturing Job Families and sub-families.
• Job Category Editor
  • Upgraded to new UI.
  • Online help added:  Press F1 on editor to open.
• OFO Code Editor
  • Upgraded to new UI
  • Now allows for specialisations to be added under each OFO Code.
  • Online help added:  Press F1 on editor to open.
• Benefit Cost Type Editor
  • New editor for managing Benefit Cost Types (for use in Positions)
• Batch Job Title Updater
  • Upgraded to new UI
  • Supports updating custom fields in a batch.
  • Online help available:  Press F1.

Forms & Workflow Module

Minor improvements were made in the Workflow module.

• Workflow Cancellations
  • Users who cancel workflows are now required to enter a reason for cancellation.
• Workflow Designer
  • #003888:  When deleting an activity from the workflow template, some of the lines / connectors remained on the workflow designer that pointed to the activity.  Those lines are now cleaned up.
• Online Forms
  • #003867:  Fixed an issue on “Date/Time” and “Time” questions where the time entered would not be retained.
  • Custom fields from entities other than employees will now also prepopulate (i.e. Custom fields on Positions, Job Titles, External Companies, etc.)
  • Custom reports can now be designed for Surveys using our built-in report designer.  The reports will generate as Pdf files.
• Form Designer
  • It is now possible to include Extended Custom Fields from employees in a form.  Can be prepopulated with information from the employee.
  • Fixed an issue where under circumstances, including a custom field from record (lookup), would display the wrong lookup items in the dropdown list.
  • Added a new source for “Field from Record” entries called “Employee Position”.  This will populate the form with values from the position linked to the Target Person rather than the selected Target Position.
• Tasklists
  • We can now define macros / plugins for tasklists which will generate custom tasks based on content in the system.  One sample macro that we’ve added as standard is a macro that will create a new task for each piece of active equipment issued to an employee (used for offboarding).
  • Fixed an issue where users were unable to delete tasks from a tasklist.
• Incident Reporting
  • #003893:  When reporting a new incident, the incident types are now collapsed by default.
  • #003927:  Disconnecting a workflow from an incident type didn’t save.

Document Signing

• Sign Template Editor
  • New editor for directly managing sign templates.  Available from Employee module and Workflow module configuration.
  • Fixed an issue when trying to reassign a role that was already assigned.
  • Added setting for preventing / allowing duplicate sign requests.
  • Added setting for changing the behaviour of how authentication is done by recipients.
  • Online help has been added (press F1).
• Batch Sign Request Creator
  • Sign Requests can now be created in batches from the Employee Manager.