Difference between revisions of "SmartHCM Release Notes 4.1.6.0 MP31"

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== SmartHCM 4.1.5.0 MP30 Release ==
+
== SmartHCM 4.1.6.0 MP31 Release ==
<u>'''Release Date'''</u>: 15-Jul-2024
+
<u>'''Release Date'''</u>: 21-Aug-2024
  
<u>'''Module Version'''</u>: 4.1.5.0 MP30
+
<u>'''Module Version'''</u>: 4.1.6.0 MP31
  
 
<u>'''Maturity Status'''</u>: QA Approved
 
<u>'''Maturity Status'''</u>: QA Approved
Line 12: Line 12:
 
! Version
 
! Version
 
|-
 
|-
| SmartESS MP30
+
| SmartESS MP31
| 3.1.5.0
+
| 3.1.6.0
 
|-
 
|-
 
| SmartHCM Flutter Mobile App. (Android)
 
| SmartHCM Flutter Mobile App. (Android)
Line 22: Line 22:
 
|-
 
|-
 
| SmartHCM e-Recruitment
 
| SmartHCM e-Recruitment
| 2.1.1.2
+
| 2.1.1.3
 
|-
 
|-
 
| SmartHCM Webservice
 
| SmartHCM Webservice
| 2.3.7.0
+
| 2.3.8.0
 
|-
 
|-
 
| SmartHCM Attendance Uploading Utility
 
| SmartHCM Attendance Uploading Utility
Line 34: Line 34:
 
|-
 
|-
 
| SmartHCM WebAPI
 
| SmartHCM WebAPI
| 1.0.1.2
+
| 1.0.1.3
 
|-
 
|-
 
|}
 
|}
  
 
== Enhancements ==
 
== Enhancements ==
 +
'''Introducing "9-Box Grid and Performance Matrix"'''<br>
 +
We are excited to announce the addition of the '''9-Box Grid and Performance Matrix''' feature in our '''Appraisal and Performance Management''' module of this application.
  
<u>'''Time Slot Breakup Setup'''</u>: In this new screen, users must define Period-Wise Breakups for scheduling Time Slots throughout the Year.
 
  
== Fixed Issues ==
+
<u>'''Overview'''</u>:<br>
*<u>'''HRS_RR50 - Applicant Information List'''</u>: The "Group Parameters" panel was not working properly.
+
The '''9-Box Grid''' is a powerful tool designed to help organizations assess '''Employee Performance and Potential''' in a visually intuitive format. This feature allows managers to categorize their team members into one of nine boxes based on their current performance and future potential, facilitating more informed talent management decisions.
 +
 
 +
 
 +
<u>'''Key Benefits'''</u>:<br>
 +
'''Enhanced Performance Evaluation''': Easily visualize where each employee stands in terms of performance and potential, aiding in objective assessments.<br>
 +
'''Talent Development''': Identify high performers and high-potential individuals for succession planning and targeted development opportunities.<br>
 +
'''Strategic Decision Making''': Support talent review discussions with data-driven insights, enabling more strategic workforce planning.
 +
 
 +
 
 +
<u>'''Performance Matrix'''</u>:<br>
 +
In conjunction with the '''9-Box Grid''', the '''Performance Matrix''' provides a more granular view of employee performance across various competencies. It allows managers to evaluate specific skills and competencies, making it easier to align individual goals with organizational objectives.
 +
 
 +
 
 +
<u>'''How to Access'''</u>:<br>
 +
This new feature can be accessed within the '''Appraisal and Performance Management''' module. Simply enter the data in the newly created '''9-Box Grid and Performance Matrix Setup''' screen to utilize the '''9-Box Grid and Performance Matrix''' for your team assessments.
 +
 
 +
*<u>'''HRS_S229 - 9-Box Grid and Performance Matrix Setup'''</u>: A new setup screen has been created in the "Setup" folder of the "Appraisal and Performance Management" module to create setup for the "9-Box Grid and Performance Matrix". It will be displayed as a '''Graphical''' representation in the "SmartESS" application.
 +
 
 +
*<u>'''HRS_S218 - Appraisal Result Classification'''</u>: A new column named "Short Name" has been added to the screen to show the names/points on the "X-Axis" and "Y-Axis" for the "9-Box Grid and Performance Matrix".
 +
 
 +
 
 +
We believe this feature will significantly enhance your '''Performance Management Processes''', providing '''Clarity''' and '''Actionable Insights''' for your organization’s talent strategy.
 +
 
 +
 
 +
*<u>'''HRS_R010 - Consolidated Leave Card'''</u>: The "Action By" column has been added before the "Action Remarks" column in the report.
 +
 
 +
*<u>'''PAY_R004 - Salary Sheet'''</u>: Two new parameters have been added in the "System Default" screen: 1. "ATTEND_REQ_IN_SALARY_SHEET" - which is used to show the "Attend Days/Hours" column in the report. Having values (Y/N). 2. "ATTEND_REQ_ADCODE_IN_SALARY_SHEET" - which is used to show the value in the "Attend Days/Hours" column in the report as it is defined against the entered "Allowance" for this parameter. Having value (AD Codes - A01/A04/etc.). 
 +
 
 +
*<u>'''HRS_S110 - Applicant Shortlist'''</u>: 1. On the screen, a new checkbox for "Nationality" has been added when selecting the "Selection Criteria". When this checkbox is checked, a combo box for "Nationality" has been enabled. 2. The "Applied for this Request" checkbox has been set to be selected by default, with "Yes" chosen in the field. 3. By default, the "Request No." checkbox has been left unchecked, and this combo has been ensured to work properly.
 +
 
 +
*<u>'''HRS_S110 - Applicant Shortlist'''</u>: A checkbox for "Special Certification" with values of (Yes/No) has been added in the "Special Criteria" popup window, and applicants have been shortlisted based on this checkbox. The option to download the "Special Certification" has been made available in the grid.
 +
 
 +
*<u>'''TOM_R002 - Individual Time Sheet (Standard)'''</u>: An "Attendance Day" column has been added after the "Attendance Date" column.
 +
 
 +
*<u>'''TOM_R016 - Individual Time Sheet (Advanced)'''</u>: An "Attendance Day" column has been added after the "Attendance Date" column.
 +
 
 +
*<u>'''HRS_S108 - Applicant Information'''</u>: A field for "Download Special Attachment" has been added. If any applicant has uploaded a special attachment from "e-Recruitment" portal, this attachment can now be downloaded from this screen.
 +
 
 +
*<u>'''SET_S005 - System Default'''</u>: Two new parameters have been added in this screen for the "Surcharge Tax" calculation: 1. "Surcharge_Tax_Percentage" - It is used to enter the Percentage of "Surcharge Tax". 2. "Surcharge_Exempt_Taxable_Limit" - It is used to enter exemption amount limit to calculate "Surcharge Tax".
  
*<u>'''HRS_R060 - Employee Data Export'''</u>: The system was not generating the report and showed an error message on the "Report Parameters" screen.
+
*<u>'''PAY_S020 - Payroll Process'''</u>: If the salary of any employee has exceeded "10 Million", an additional "10%" Surcharge Tax has been applied to the "Taxed Amount" as per the policy.
  
*<u>'''TOM_S014 - Overtime Approval'''</u>: The "OT Round" filter did not work properly and did not update data in the Grid panel based on the selected value in this filter.
+
*<u>'''TOM_S029 - Overtime Approval'''</u>: On the screen, the "Edit" and "Delete" options have remained available until the payroll has been finalized. Furthermore, if any record has been edited or deleted using this screen, it has been directly reflected in the "Monthly Time Sheet Approval" screen.
  
*<u>'''RMS_S004 - Manage Request'''</u>: On "Generate Request", the system was not restricted to the fields whose data type is "Time" to write and delete anything on it manually. Now, the user only selects "Time" from the drop-down and deletes the "Time" only from the "Cross" option.
+
*<u>'''PAY_R004 - Salary Sheet'''</u>: Two new Radio buttons have been added when the user has clicked on the "With Additional Columns" option : "Position/Grade/CNIC/Joining Date" and "Position/Grade" radio options have been shown on the "Report Specific Parameters" panel.
  
*<u>'''PAY_R010 - Payroll Overtime Records'''</u>: 1. There was no hint against the employee combo box; "Select Employee" has been added as a hint for the employee combo box. 2. The "Select Employee" combo box has been moved above the "Select Overtime" combo box. 3. All combo boxes have been well aligned. 4. Searching has been done correctly against the "Select Employee" combo box.
+
*<u>'''RMS_S004 - Manage Request'''</u>: On the 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.
  
*<u>'''PAY_S020 - Payroll Process'''</u>: The "Paging Bar" did not work. All pages showed the same data in the "Location" combo list.
+
*<u>'''HRS_S034 - Leave Request'''</u>: 1. Two columns, "Geo location" and "Org location," have been added after the "Employee Name" column. 2. The searching functionality has been enabled and is working correctly for both "Geo location" and "Org location". 3. In the "Advanced Search" popup window, the "Geo location" field has been added below the "Employee Name" field, the "Org location" field has been added below the "Alternate Employee" field.
  
*<u>'''OSP_S006 - Status'''</u>: The "Status Ordering" became "0" after saving it. The Ordering column did not function correctly.
+
== Fixed Issues ==
 +
*<u>'''TOM_S029 - Overtime Approval'''</u>: The labeling of both radio buttons, "Show Employee Not Required Overtime Approval" and "Show Employee Required Overtime Approval," has been changed. Now, the labels are "Daily Overtime" and "Cumulative Overtime" respectively.
  
*<u>'''HRS_R060 - Employee Data Export'''</u>: The view report function did not work and an error occurred while opening the record.
+
*<u>'''PAY_S024 - Employee Tax Adjustment'''</u>: When we selected the [2024-2025] "Tax Year" range for the tax adjustment, data from [2023-2024] "Tax Year" range was also shown in it, whereas it should have displayed only data from July 2024 to June 2025.
  
*<u>'''TOM_S020 - Holiday Setup'''</u>: The system took too much time to copy records when pressing the "Copy" button or the "Overwrite" button in the "Copy Records" popup window.
+
*<u>'''PAY_S042 - Employee Basic Salary Editing'''</u>: After inputting the Basic Salary, when the user clicked on the Save button without clicking on the Gross Salary button, the system was not shown a proper validation message.
  
*<u>'''HRS_R015 - Full and Final Settlement'''</u>: In the "Report Parameters" panel, the system shows all (Unauthorized/Authorized) data in the "Resign No." combo box.
+
*<u>'''HRS_S117 - Full and Final Settlement'''</u>: When the check mark was applied on "Reduce encashment amount as per the employee separation is yearly than the leave year end", the system was not encashing the leave balance on a prorate basis.
  
*<u>'''HRS_S034 - Leave Request'''</u>: The "how many allowed" feature was not working properly if it was defined in the "Leave Location Grade Setup" screen. The system was not restricting the user from applying for more leave than the specified amount in the specified duration.
+
*<u>'''PAY_R017 - Loan Sanction List'''</u>: If the loan had been successfully completed, the outstanding column in the report was not displaying an amount of 0, indicating that the entire loan had been paid off.
  
*<u>'''RMS_S004 - Manage Request'''</u>: The "Close" button in the "History Details" section was not working.
+
*<u>'''HRS_R010 - Consolidated Leave Card'''</u>: The "Org. Location:" filter was not working properly.
  
*<u>'''TOM_R013 - Overtime Approval Report'''</u>: When we checked the "Required Monthly Overtime Approval" check box in the "Payroll Parameters" screen; the "Overtime Approval" report was not open.
+
*<u>'''PAY_S006 - Allowance Deduction Location Grade Setup'''</u>: "Attend Description" not showing as "Attend Id" was showing. This issue occurred because data from another page was selected under the "Attend Id" field. When the second page entry was selected in this field, only the data from page 2 appeared on the main grid panel.
  
*<u>'''TOM_S010 - Attendance Adjustment'''</u>: When a user unchecked the "Is Adjustable" check box, and there were "Absent Hours" present for that date, the system did not adjust the "Absent Hours" for that date.
+
*<u>'''TOM_S029 - Overtime Approval'''</u>: On the screen, when utilizing the "Cumulative Overtime" checkbox, the functionality associated with the checkbox "It is allowed to approve overtime/TOIL more than the actual extra hours?" (Time Slot screen) was not working properly.
  
*<u>'''HRS_S023 - Leave Location Grade Setup'''</u>: When the user wanted to copy leave from one grade to another, the leaves were not copied correctly.
+
*<u>'''PAY_S056 - Fund Withdrawal'''</u>: When a user searched data by "Fund Description", "Employee Id", or "Employee Name", the "Fund Withdrawal History" did not display any data.
  
*<u>'''PAY_S013 - Employee Allowances and Deductions'''</u>: The "Value" column was not allowed to accept "9" digits before the decimal and "2" digits after the decimal.
+
*<u>'''TOM_S018 - Machine Attendance Loading'''</u>: Data was not showing in the "Employee Not Exists" tab when a user uploads a file from "File Uploading" tab.
  
*<u>'''HRS_S091 - Appraisal Attributes'''</u>: 1. Data did not show in the "Attribute Category" combo box when there were too many attributes. The limit of this combo box has been increased, and pagination has been added with "15 Records" shown per page. 2. Searching was not working before in the "Attribute Category" combo box. 3. The "Attribute Category" combo box was not ordered previously in the "Alphabetical" order.
+
*<u>'''TOM_S003 - Time Slot'''</u>: Update the checkbox label in the "Overtime Approval Rule" block to "It is allowed to approve overtime/TOIL more than the actual extra hours?".
  
*<u>'''TOM_S036 - Monthly Time Sheet Approval'''</u>: When the user "Cancelled Approval" of the record, the detail panel of "Overtime Approval" was not removed.
+
*<u>'''PAY_S008 - Overtime Location Grade Setup'''</u>: Combo boxes were truncating.
  
*<u>'''PAY_S008 - Overtime Location Grade Setup'''</u>: The system took too much time to copy records when pressing the "Copy" button or "Overwrite" button in the "Copy Records" popup window. The child data (Dependent codes) was also not copied to the other location.
+
*<u>'''PAY_R004 - Salary Sheet'''</u>: While utilizing the report, all fields are showing in rounding and show "00" value after "Decimal", while all fields should show the values after "Decimal" without rounding them and show as it is vales as they are in.
  
*<u>'''HRS_S025 - Probation Confirmation'''</u>: 1. When an employee was confirmed on the screen, the date was displayed incorrectly in the "Probation History" panel. The date has been corrected to show properly in both the "Probation History" panel and the "Employee Information" screen. 2. The "Probation Start Date" and "Probation End Date" were shown when the "Action" was "Confirm".
+
*<u>'''Dashboard - Dashboard'''</u>: The system was showing incorrect "Organogram" spelling on the screen.

Latest revision as of 10:44, 24 October 2024

SmartHCM 4.1.6.0 MP31 Release

Release Date: 21-Aug-2024

Module Version: 4.1.6.0 MP31

Maturity Status: QA Approved

Compatibility

Application Version
SmartESS MP31 3.1.6.0
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"
We are excited to announce the addition of the 9-Box Grid and Performance Matrix feature in our Appraisal and Performance Management module of this application.


Overview:
The 9-Box Grid is a powerful tool designed to help organizations assess Employee Performance and Potential in a visually intuitive format. This feature allows managers to categorize their team members into one of nine boxes based on their current performance and future potential, facilitating more informed talent management decisions.


Key Benefits:
Enhanced Performance Evaluation: Easily visualize where each employee stands in terms of performance and potential, aiding in objective assessments.
Talent Development: Identify high performers and high-potential individuals for succession planning and targeted development opportunities.
Strategic Decision Making: Support talent review discussions with data-driven insights, enabling more strategic workforce planning.


Performance Matrix:
In conjunction with the 9-Box Grid, the Performance Matrix provides a more granular view of employee performance across various competencies. It allows managers to evaluate specific skills and competencies, making it easier to align individual goals with organizational objectives.


How to Access:
This new feature can be accessed within the Appraisal and Performance Management module. Simply enter the data in the newly created 9-Box Grid and Performance Matrix Setup screen to utilize the 9-Box Grid and Performance Matrix for your team assessments.

  • HRS_S229 - 9-Box Grid and Performance Matrix Setup: A new setup screen has been created in the "Setup" folder of the "Appraisal and Performance Management" module to create setup for the "9-Box Grid and Performance Matrix". It will be displayed as a Graphical representation in the "SmartESS" application.
  • HRS_S218 - Appraisal Result Classification: A new column named "Short Name" has been added to the screen to show the names/points on the "X-Axis" and "Y-Axis" for the "9-Box Grid and Performance Matrix".


We believe this feature will significantly enhance your Performance Management Processes, providing Clarity and Actionable Insights for your organization’s talent strategy.


  • HRS_R010 - Consolidated Leave Card: The "Action By" column has been added before the "Action Remarks" column in the report.
  • PAY_R004 - Salary Sheet: Two new parameters have been added in the "System Default" screen: 1. "ATTEND_REQ_IN_SALARY_SHEET" - which is used to show the "Attend Days/Hours" column in the report. Having values (Y/N). 2. "ATTEND_REQ_ADCODE_IN_SALARY_SHEET" - which is used to show the value in the "Attend Days/Hours" column in the report as it is defined against the entered "Allowance" for this parameter. Having value (AD Codes - A01/A04/etc.).
  • HRS_S110 - Applicant Shortlist: 1. On the screen, a new checkbox for "Nationality" has been added when selecting the "Selection Criteria". When this checkbox is checked, a combo box for "Nationality" has been enabled. 2. The "Applied for this Request" checkbox has been set to be selected by default, with "Yes" chosen in the field. 3. By default, the "Request No." checkbox has been left unchecked, and this combo has been ensured to work properly.
  • HRS_S110 - Applicant Shortlist: A checkbox for "Special Certification" with values of (Yes/No) has been added in the "Special Criteria" popup window, and applicants have been shortlisted based on this checkbox. The option to download the "Special Certification" has been made available in the grid.
  • TOM_R002 - Individual Time Sheet (Standard): An "Attendance Day" column has been added after the "Attendance Date" column.
  • TOM_R016 - Individual Time Sheet (Advanced): An "Attendance Day" column has been added after the "Attendance Date" column.
  • HRS_S108 - Applicant Information: A field for "Download Special Attachment" has been added. If any applicant has uploaded a special attachment from "e-Recruitment" portal, this attachment can now be downloaded from this screen.
  • SET_S005 - System Default: Two new parameters have been added in this screen for the "Surcharge Tax" calculation: 1. "Surcharge_Tax_Percentage" - It is used to enter the Percentage of "Surcharge Tax". 2. "Surcharge_Exempt_Taxable_Limit" - It is used to enter exemption amount limit to calculate "Surcharge Tax".
  • PAY_S020 - Payroll Process: If the salary of any employee has exceeded "10 Million", an additional "10%" Surcharge Tax has been applied to the "Taxed Amount" as per the policy.
  • TOM_S029 - Overtime Approval: On the screen, the "Edit" and "Delete" options have remained available until the payroll has been finalized. Furthermore, if any record has been edited or deleted using this screen, it has been directly reflected in the "Monthly Time Sheet Approval" screen.
  • PAY_R004 - Salary Sheet: Two new Radio buttons have been added when the user has clicked on the "With Additional Columns" option : "Position/Grade/CNIC/Joining Date" and "Position/Grade" radio options have been shown on the "Report Specific Parameters" panel.
  • RMS_S004 - Manage Request: On the 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.
  • HRS_S034 - Leave Request: 1. Two columns, "Geo location" and "Org location," have been added after the "Employee Name" column. 2. The searching functionality has been enabled and is working correctly for both "Geo location" and "Org location". 3. In the "Advanced Search" popup window, the "Geo location" field has been added below the "Employee Name" field, the "Org location" field has been added below the "Alternate Employee" field.

Fixed Issues

  • TOM_S029 - Overtime Approval: The labeling of both radio buttons, "Show Employee Not Required Overtime Approval" and "Show Employee Required Overtime Approval," has been changed. Now, the labels are "Daily Overtime" and "Cumulative Overtime" respectively.
  • PAY_S024 - Employee Tax Adjustment: When we selected the [2024-2025] "Tax Year" range for the tax adjustment, data from [2023-2024] "Tax Year" range was also shown in it, whereas it should have displayed only data from July 2024 to June 2025.
  • PAY_S042 - Employee Basic Salary Editing: After inputting the Basic Salary, when the user clicked on the Save button without clicking on the Gross Salary button, the system was not shown a proper validation message.
  • HRS_S117 - Full and Final Settlement: When the check mark was applied on "Reduce encashment amount as per the employee separation is yearly than the leave year end", the system was not encashing the leave balance on a prorate basis.
  • PAY_R017 - Loan Sanction List: If the loan had been successfully completed, the outstanding column in the report was not displaying an amount of 0, indicating that the entire loan had been paid off.
  • HRS_R010 - Consolidated Leave Card: The "Org. Location:" filter was not working properly.
  • PAY_S006 - Allowance Deduction Location Grade Setup: "Attend Description" not showing as "Attend Id" was showing. This issue occurred because data from another page was selected under the "Attend Id" field. When the second page entry was selected in this field, only the data from page 2 appeared on the main grid panel.
  • TOM_S029 - Overtime Approval: On the screen, when utilizing the "Cumulative Overtime" checkbox, the functionality associated with the checkbox "It is allowed to approve overtime/TOIL more than the actual extra hours?" (Time Slot screen) was not working properly.
  • PAY_S056 - Fund Withdrawal: When a user searched data by "Fund Description", "Employee Id", or "Employee Name", the "Fund Withdrawal History" did not display any data.
  • TOM_S018 - Machine Attendance Loading: Data was not showing in the "Employee Not Exists" tab when a user uploads a file from "File Uploading" tab.
  • TOM_S003 - Time Slot: Update the checkbox label in the "Overtime Approval Rule" block to "It is allowed to approve overtime/TOIL more than the actual extra hours?".
  • PAY_S008 - Overtime Location Grade Setup: Combo boxes were truncating.
  • PAY_R004 - Salary Sheet: While utilizing the report, all fields are showing in rounding and show "00" value after "Decimal", while all fields should show the values after "Decimal" without rounding them and show as it is vales as they are in.
  • Dashboard - Dashboard: The system was showing incorrect "Organogram" spelling on the screen.