Difference between revisions of "SmartESS Release Notes 3.1.6.0 MP31"

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| SmartHCM Attendance Uploading Utility
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== Enhancements ==
 
== Enhancements ==
  
*<u>'''Period Wise Breakup Slots and Integration'''</u> (Customization in "Time Office Management" Module)
+
<u>'''Introducing 9-Box Grid and Performance Matrix Setup'''</u> <br>
We are pleased to announce significant enhancements to our system, focusing on *<u>'''Period-Wise Breakup Slots'''</u> and integration improvements. These updates streamline scheduling accuracy and calculations, offering greater flexibility and efficiency in managing *<u>'''Time Slot setups'''</u> and *<u>'''Attendance'''</u> reporting.
 
  
1. *<u>'''Daily Attendance screen'''</u>
+
We are excited to announce the introduction of the "9-Box Grid and Performance Matrix Setup" module, now available under the Appraisal Setup screen. This enhancement provides improved tools for managing appraisal types and rating classifications. <br>
In this screen, the new *<u>'''Period Wise Breakup'''</u> columns have been added for *<u>'''Required Hours'''</u>, *<u>'''Present Hours'''</u>, and *<u>'''Absent Hours'''</u> columns. Users can easily access *<u>'''Attendance'''</u> details for each defined breakup period directly within the interface.
 
  
2.  *<u>'''Attendance Summary screen'''</u>
+
*<u>'''Appraisal Result Screen'''</u>:
In this screen, the new  *<u>'''Period Wise Breakup'''</u> columns have been added for *<u>'''Required Hours'''</u>,  *<u>'''Present Hours'''</u>, and  *<u>'''Absent Hours'''</u> columns. It provides a consolidated view of attendance data across different periods for thorough reporting and analysis.
+
* '''Column Added''': A new column labeled 'Result Classification' has been introduced for each appraisal type. This column displays results sourced from the HCM 'Appraisal Result Classification' screen.
  
*<u>'''Attendance Summary - Summary for Attendance'''</u>: If overtime has not been allowed in the payroll parameter screen, The system will not generate suggestions for overtime extra hours on the screen.
+
* '''9-Box Grid and Performance Matrix Integration''': The '9-Box Grid and Performance Matrix' feature has been added to the ESS appraisal results grid. This feature provides a graphical representation of the matrix based on two selected appraisal types. The matrix graph includes a 'correct' icon and displays descriptions from the '9-Box Grid and Performance Matrix Setup' screen within the relevant matrix blocks, reflecting the employee's position based on the appraisal results.
  
*<u>'''OverTimeApproval.aspx - Over Time Approval'''</u>: If overtime has not been allowed in the payroll parameter screen, The system will not generate suggestions for overtime extra hours on the screen.
 
  
*<u>'''OverTimeApproval.aspx - Over Time Approval'''</u>: The "Edit" and "Delete" options on the "Overtime/TOIL Approval" screen (ESS) will be hidden/disabled as soon as the employee record is approved on the "Monthly Time Sheet Approval" screen. Additionally, the "Delete" button on rejected records will be hidden as soon as the employee record is approved on the "Monthly Time Sheet Approval" screen.
+
*<u>'''Attendance Summary - Summary for Attendance'''</u>: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
  
*<u>'''Login - Login'''</u>: Integrate the SmartHCM DB to include Active/Non-active "Employee Count" column before the status column, "Employee Count" will  displaying the number of active and non-active employees for each client
+
*<u>'''IndividualTimeSheetAdvanced.aspx - Individual Time Sheet (Advanced)'''</u>: The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  
*<u>'''GEN - General Work'''</u>: The name "Office Support Portal" has been changed to "Help Desk" throughout the entire application.
+
*<u>'''Daily Attendance - Daily Attendance Screen'''</u>: In the Daily Attendance module, the Organization Combo has been designed to enable multi-selection and hierarchical selection.
  
*<u>'''FundStatement.aspx - Fund Statement'''</u>: A new field named "Total Loan Amount" has been provided just below the "Position" field. It displays the "Outstanding Amount" of all loans related to the selected fund. A new field named "Actual Fund Total Balance" has been provided just below the "Fund Joining Date" field. It shows the actual balance of the selected fund by subtracting the value of "Total Loan Amount" from the value of "Total Fund Balance"
+
*<u>'''Daily Attendance - Daily Attendance Screen'''</u>: A sort option (asc or desc by Attendance Date) has been provided in the Daily Attendance screen.
  
*<u>'''Daily Attendance - Daily Attendance Screen'''</u>: A new column titled "Approved TOIL" has been added to show the values of all approved TOIL.
+
*<u>'''MAIN - Portal Main Page'''</u>: 1. The "Alert Type" name has been changed from "Unread Message" to "Help Desk - Unread Message" in both the "My Request" and "My Approval" widgets.2. The "Alert Type" name has been changed from "Open Ticket" to "Help Desk - Open Ticket" in both the "My Request" and "My Approval" widgets.
  
*<u>'''Apply Leave - Apply Leave "طلب إجازة"'''</u>: When the user selects a "Date from" for any leave type, if the employee has been fully absent or has applied for leave for a future date, the "Date to" field and "Hours Requested" fields will be automatically filled for one day. User will be able to edit these fields as needed.
+
*<u>'''IndividualTimeSheetStandard.aspx - Individual Time Sheet (Standard)'''</u>: The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  
*<u>'''Daily Attendance - Daily Attendance Screen'''</u>: If overtime has not been allowed in the payroll parameter screen, The system will not generate suggestions for overtime extra hours on the screen.
+
*<u>'''List of Leave Detail - Leave Status Detail "التفاصيل الإجازة"'''</u>: There have been some adjustments made to the leave details fields
  
*<u>'''Leave Report - Leave Requests and Balances'''</u>: The "Action By" (Employee Name) column, where leave statuses are shown as Pending, Approved, etc., will be displayed before the "Action Remarks" column in the report. Remove the background color from the headings "Leave Requests" and "Leave Balances" in the report.
+
*<u>'''OverTimeApproval.aspx - Over Time Approval'''</u>: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
 +
 
 +
*<u>'''ManageRequest.aspx - Manage Request'''</u>:1.On the "Manage Requests" screen, when a user has clicked on the additional information, the details section has displayed comprehensive information from the request initialization to the latest action. 2.When the user has clicked on the "Print" option, the report has displayed the complete itinerary of the request.
 +
 
 +
*<u>'''Attendance Adjustment - Attendance Adjustment'''</u>: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
 +
 
 +
*<u>'''EmployeeWiseRoster.aspx - Employee Wise Roster'''</u>: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
  
 
== Fixed Issues ==
 
== Fixed Issues ==
*<u>'''List of Tickets - List Support Ticket/Issue "قائمة تذاكر الدعم"'''</u>: When a user clicked on the "Details" button and then clicked on the "Closed" button for any ticket listed on the screen, the screen failed to display the complete list. Instead, it only exhibited the tickets associated with the user currently logged into the account.  The system was expected to show the complete list of tickets upon refreshing the page or after clicking on the closed button for any ticket.
+
*<u>'''EmployeeWiseRoster.aspx - Employee Wise Roster'''</u>: Due to the 'employee-wise roster' screen, the entire ESS application was stuck, leading to a decrease in overall performance.
 +
 
 +
*<u>'''OverTimeApproval.aspx - Over Time Approval'''</u>: On the overtime approval screen, when utilizing the 'Show Employee Required Overtime Approval' checkbox, the functionality associated with the checkbox 'it is allowed to approve overtime/TOIL more than the actual extra hours?' was not working properly.
 +
 
 +
*<u>'''Apply Leave - Apply Leave "طلب إجازة"'''</u>: When a user clicked on the 'Reset' button or refreshed the screen from the navigational bar, the screen did not load properly.
 +
 
 +
*<u>'''FundStatement.aspx - Fund Statement'''</u>: The 'Outstanding Loan Amount' and 'Net Fund Balance Amount' fields was not included a thousand separator. In the 'Net Fund Balance Amount' field, only two digits were not allowed after the decimal point.
 +
 
 +
*<u>'''List of Tickets Detail - List of Ticket Detail / تفاصيل التذكرة'''</u>: Close Ticket button was not clearly visible.
 +
 
 +
*<u>'''Default.apx - Dashboard'''</u>: The Absent Employees Widget increased the widget's height instead of showing a scrollbar.
 +
 
 +
*<u>'''Daily Attendance - Daily Attendance Screen'''</u>: "In the screen for all relevant columns, when any points value is showing, it should be displayed in the proper way, such as 0.5. Previously the screen was showing numeric values like .7 or .9, which was incorrect."
 +
 
 +
*<u>'''List of Leave - قائمة طلبات الإجازة Leave Status for Applicant and Supervisor'''</u>: The leave records sorting should have been done based on ["Employee Id", "From Date & Time (Descending)"].
 +
 
 +
*<u>'''Login - Login'''</u>: The "Powered by" logo was not redirecting to "https://www.smarthcm.com/" while it should have redirected to "https://smarthcm.cloud/".
 +
 
 +
*<u>'''GenerateRequest.aspx - Generate Request'''</u>: While generating the new request for recruitment, an "object object" error was showing. If a request was generating an error in saving, then it would not have forwarded to the next level.
 +
 
 +
*<u>'''Create Ticket - Create Ticket/Issue "نشاء تذكرة"'''</u>: There was no message on pressing the "Submit" button if mandatory fields were not filled. But now there is a proper message displayed. The message is: "Kindly fill the mandatory fields."
 +
 
 +
*<u>'''EmployeeWiseRoster.aspx - Employee Wise Roster'''</u>: When the user was trying to load data for all employees, the system was getting stuck and was taking too much time to load the data.

Revision as of 07:16, 31 August 2024

SmartESS 3.1.6.0 MP31 Release

Release Date: 22-August-2024

Module Version: 3.1.6.0 MP31

Maturity Status: QA Approved

Compatibility

Application Version
SmartHCM MP31 4.1.6.0
SmartHCM Flutter Mobile App. (Android) 2.1.0.0
SmartHCM Flutter Mobile App. (iOS) 1.0.3.0
SmartHCM e-Recruitment 2.1.1.3
SmartHCM Webservice 2.3.8.0
SmartHCM Attendance Uploading Utility 1.1.5.0
SmartHCM Notification Sender Utility 1.0.1.0
SmartHCM WebAPI 1.0.1.3

Enhancements

Introducing 9-Box Grid and Performance Matrix Setup

We are excited to announce the introduction of the "9-Box Grid and Performance Matrix Setup" module, now available under the Appraisal Setup screen. This enhancement provides improved tools for managing appraisal types and rating classifications.

  • Appraisal Result Screen:
  • Column Added: A new column labeled 'Result Classification' has been introduced for each appraisal type. This column displays results sourced from the HCM 'Appraisal Result Classification' screen.
  • 9-Box Grid and Performance Matrix Integration: The '9-Box Grid and Performance Matrix' feature has been added to the ESS appraisal results grid. This feature provides a graphical representation of the matrix based on two selected appraisal types. The matrix graph includes a 'correct' icon and displays descriptions from the '9-Box Grid and Performance Matrix Setup' screen within the relevant matrix blocks, reflecting the employee's position based on the appraisal results.


  • Attendance Summary - Summary for Attendance: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
  • IndividualTimeSheetAdvanced.aspx - Individual Time Sheet (Advanced): The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  • Daily Attendance - Daily Attendance Screen: In the Daily Attendance module, the Organization Combo has been designed to enable multi-selection and hierarchical selection.
  • Daily Attendance - Daily Attendance Screen: A sort option (asc or desc by Attendance Date) has been provided in the Daily Attendance screen.
  • MAIN - Portal Main Page: 1. The "Alert Type" name has been changed from "Unread Message" to "Help Desk - Unread Message" in both the "My Request" and "My Approval" widgets.2. The "Alert Type" name has been changed from "Open Ticket" to "Help Desk - Open Ticket" in both the "My Request" and "My Approval" widgets.
  • IndividualTimeSheetStandard.aspx - Individual Time Sheet (Standard): The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  • List of Leave Detail - Leave Status Detail "التفاصيل الإجازة": There have been some adjustments made to the leave details fields
  • OverTimeApproval.aspx - Over Time Approval: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
  • ManageRequest.aspx - Manage Request:1.On the "Manage Requests" screen, when a user has clicked on the additional information, the details section has displayed comprehensive information from the request initialization to the latest action. 2.When the user has clicked on the "Print" option, the report has displayed the complete itinerary of the request.
  • Attendance Adjustment - Attendance Adjustment: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.
  • EmployeeWiseRoster.aspx - Employee Wise Roster: The 'Geo-Location' and 'Organization Location' Combo has been designed to enable multi-selection and hierarchical selection.

Fixed Issues

  • EmployeeWiseRoster.aspx - Employee Wise Roster: Due to the 'employee-wise roster' screen, the entire ESS application was stuck, leading to a decrease in overall performance.
  • OverTimeApproval.aspx - Over Time Approval: On the overtime approval screen, when utilizing the 'Show Employee Required Overtime Approval' checkbox, the functionality associated with the checkbox 'it is allowed to approve overtime/TOIL more than the actual extra hours?' was not working properly.
  • Apply Leave - Apply Leave "طلب إجازة": When a user clicked on the 'Reset' button or refreshed the screen from the navigational bar, the screen did not load properly.
  • FundStatement.aspx - Fund Statement: The 'Outstanding Loan Amount' and 'Net Fund Balance Amount' fields was not included a thousand separator. In the 'Net Fund Balance Amount' field, only two digits were not allowed after the decimal point.
  • List of Tickets Detail - List of Ticket Detail / تفاصيل التذكرة: Close Ticket button was not clearly visible.
  • Default.apx - Dashboard: The Absent Employees Widget increased the widget's height instead of showing a scrollbar.
  • Daily Attendance - Daily Attendance Screen: "In the screen for all relevant columns, when any points value is showing, it should be displayed in the proper way, such as 0.5. Previously the screen was showing numeric values like .7 or .9, which was incorrect."
  • List of Leave - قائمة طلبات الإجازة Leave Status for Applicant and Supervisor: The leave records sorting should have been done based on ["Employee Id", "From Date & Time (Descending)"].
  • GenerateRequest.aspx - Generate Request: While generating the new request for recruitment, an "object object" error was showing. If a request was generating an error in saving, then it would not have forwarded to the next level.
  • Create Ticket - Create Ticket/Issue "نشاء تذكرة": There was no message on pressing the "Submit" button if mandatory fields were not filled. But now there is a proper message displayed. The message is: "Kindly fill the mandatory fields."
  • EmployeeWiseRoster.aspx - Employee Wise Roster: When the user was trying to load data for all employees, the system was getting stuck and was taking too much time to load the data.