Difference between revisions of "SmartESS Release Notes 3.1.6.0 MP31"

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== SmartESS 3.1.6.0 MP31 Release ==
 
== SmartESS 3.1.6.0 MP31 Release ==
<u>'''Release Date'''</u>: 22-August-2024
+
<u>'''Release Date'''</u>: 21-Aug-2024
  
 
<u>'''Module Version'''</u>: 3.1.6.0 MP31
 
<u>'''Module Version'''</u>: 3.1.6.0 MP31
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|-
 
|-
 
| 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''' module of this application.
  
*<u>'''Period Wise Breakup Slots and Integration'''</u> (Customization in "Time Office Management" Module)
 
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>
+
<u>'''Overview'''</u>:<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.
+
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.
  
2.  *<u>'''Attendance Summary 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.
 
  
*<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.
+
<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>'''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>'''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>'''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>'''GEN - General Work'''</u>: The name "Office Support Portal" has been changed to "Help Desk" throughout the entire application.
+
<u>'''How to Access'''</u>:<br>
 +
This new feature can be accessed within the '''Appraisal''' module.
  
*<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>'''Appraisal Result - Appraisal Result'''</u>: A new column labeled "Result Classification" has been introduced for each "Appraisal Type". This column displays results sourced from the "Appraisal Result Classification" screen (SmartHCM).
  
*<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>'''Appraisal Result - Appraisal Result'''</u>: The new feature "9-Box Grid and Performance Matrix" panel/block has been added at the end of this screen. This feature provides a '''Graphical Representation''' of the '''Matrix''' based on two selected "Appraisal Types". The matrix graph includes a "Correct" icon (Right Tick) and displays "Descriptions" from the "9-Box Grid and Performance Matrix Setup" screen (SmartHCM) within the relevant matrix blocks, reflecting the employee's position based on the appraisal results.
  
*<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>'''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.
+
We believe this feature will significantly enhance your '''Performance Management Processes''', providing '''Clarity''' and '''Actionable Insights''' for your organization’s talent strategy.
  
*<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>'''Attendance Summary - Summary for Attendance'''</u>: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
 +
 
 +
*<u>'''Individual Time Sheet - Individual Time Sheet (Advanced)'''</u>: The "Attendance Day" column has been added after the "Attendance Date" column into the report.
 +
 
 +
*<u>'''Daily Attendance - Daily Attendance'''</u>: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
 +
 
 +
*<u>'''Daily Attendance - Daily Attendance'''</u>: A sort option (Ascending / Descending by "Attendance Date") has been provided in the screen.
 +
 
 +
*<u>'''Dashboard - 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>'''Individual Time Sheet - Individual Time Sheet (Standard)'''</u>: The "Attendance Day" column has been added after the "Attendance Date" column into the report.
 +
 
 +
*<u>'''Overtime Approval - Overtime Approval'''</u>: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
 +
 
 +
*<u>'''Manage Request - Manage Request'''</u>: 1. 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. 2. When the user has clicked on the "Print" option, the report has been displayed the complete itinerary of the request.
 +
 
 +
*<u>'''Attendance Adjustment - Attendance Adjustment'''</u>: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
 +
 
 +
*<u>'''Employee Wise Roster - Employee Wise Roster'''</u>: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
  
 
== 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>'''Employee Wise Roster - Employee Wise Roster'''</u>: Due to this screen, the entire application was stuck, leading to a decrease in overall performance.
 
 
*<u>'''Forgot Password - Forgot Password (نسيت كلمة المرور)'''</u>: The data of the "CNIC" field was not restricted to the defined value in the "System Defaults" screen.
 
  
*<u>'''OverTimeApproval.aspx - Over Time Approval'''</u>: The "OT Round" filter was not working properly and did not update data based on the selected value in this filter.
+
*<u>'''Overtime Approval - 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?" was not working properly.
  
*<u>'''GenerateRequest.aspx - Generate Request'''</u>: During "Generate Request," all fields with a data type of "Time" were not restricted from manual input or deletion. But, now Users could only select times from dropdown menus and delete times exclusively from the "Cross" option.
+
*<u>'''Apply Leave - Apply Leave'''</u>: When a user clicked on the "Reset" button or refreshed the screen from the navigational bar, the screen did not load properly.
  
*<u>'''ManageRequest.aspx - Manage Request'''</u>: The "Print" option did not work against every request record.
+
*<u>'''Fund Statement - Fund Statement'''</u>: 1. A "Thousand Separator" was not shown in the values of the "Outstanding Loan Amount" and "Net Fund Balance Amount" fields. 2. The "Two Digit" Decimal Places was not shown in the value of the "Net Fund Balance Amount" field.
  
*<u>'''ManageRequest.aspx - Manage Request'''</u>: When user perform action against any request then, all fields with a data type of "Time" were not restricted from manual input or deletion. But, now Users could only select times from dropdown menus and delete times exclusively from the "Cross" option.
+
*<u>'''List of Tickets Detail - List of Ticket Detail'''</u>: The "Close Ticket" button was not clearly visible.
  
*<u>'''Create Ticket - Create Ticket/Issue "نشاء تذكرة"'''</u>: The combo list for "Item Category," "Item," "Sub Item," and "Priority" will be ordered alphabetically.
+
*<u>'''Dashboard - Dashboard'''</u>: The "Absent Employees" widget increased the widget height instead of showing a scrollbar.
  
*<u>'''Apply Leave - Apply Leave "طلب إجازة"'''</u>: When the "how many allowed" section was defined in the leave location grade setup, the system restricted the user from applying for more leave than the specified amount. The system calculated the leave count sum from the latest applying 'from date' leave, adhering to the defined settings. An error message occurred if the user had exhausted all leave limits as defined in the setup.
+
*<u>'''Daily Attendance - Daily Attendance'''</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 Detail - Leave Status Detail "التفاصيل الإجازة"'''</u>: Ensure that the limit validations defined in the "how many allowed" section are applied and validated in the details screen of leave when a user approves, forwards, or makes any modifications to leave requests.
+
*<u>'''List of Leave - List of Leave'''</u>: The sorting of leave records was not done based on ["Employee Id", "From Date & Time (Descending)"].
  
*<u>'''MonthlyTimeSheetApproval.aspx - Monthly Time Sheet Approval'''</u>: The system will display approved "Overtime" records immediately after the user approves them on the "Overtime Approval" screen. There is no need to run Payroll Process.
+
*<u>'''Login - Login'''</u>: The "Powered By" logo was redirecting to "https://www.smarthcm.com/" while it should have redirected to "https://smarthcm.cloud/".
  
*<u>'''MonthlyTimeSheetApproval.aspx - Monthly Time Sheet Approval'''</u>: Implemented a restriction on the "Approval" of the screen to prevent supervisors from approving "Time Sheets" when the "Suggestion" status is "Pending".
+
*<u>'''Generate Request - Generate Request'''</u>: While generating the new request, 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>'''List of Leave Detail - Leave Status Detail "التفاصيل الإجازة"'''</u>: Update the messages during the Approve and Forward actions to notify users when the "How many allowed" limit is exceeded during editing.
+
*<u>'''Create Ticket - Create Ticket/Issue'''</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.".

Latest revision as of 12:01, 24 October 2024

SmartESS 3.1.6.0 MP31 Release

Release Date: 21-Aug-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"
We are excited to announce the addition of the 9-Box Grid and Performance Matrix feature in our Appraisal 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 module.

  • Appraisal Result - Appraisal Result: A new column labeled "Result Classification" has been introduced for each "Appraisal Type". This column displays results sourced from the "Appraisal Result Classification" screen (SmartHCM).
  • Appraisal Result - Appraisal Result: The new feature "9-Box Grid and Performance Matrix" panel/block has been added at the end of this screen. This feature provides a Graphical Representation of the Matrix based on two selected "Appraisal Types". The matrix graph includes a "Correct" icon (Right Tick) and displays "Descriptions" from the "9-Box Grid and Performance Matrix Setup" screen (SmartHCM) within the relevant matrix blocks, reflecting the employee's position based on the appraisal results.


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


  • Attendance Summary - Summary for Attendance: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
  • Individual Time Sheet - Individual Time Sheet (Advanced): The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  • Daily Attendance - Daily Attendance: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
  • Daily Attendance - Daily Attendance: A sort option (Ascending / Descending by "Attendance Date") has been provided in the screen.
  • Dashboard - 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.
  • Individual Time Sheet - Individual Time Sheet (Standard): The "Attendance Day" column has been added after the "Attendance Date" column into the report.
  • Overtime Approval - Overtime Approval: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
  • Manage Request - Manage Request: 1. 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. 2. When the user has clicked on the "Print" option, the report has been displayed the complete itinerary of the request.
  • Attendance Adjustment - Attendance Adjustment: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.
  • Employee Wise Roster - Employee Wise Roster: The "Org Location" combo box has been designed to enable multi-selection and to show hierarchical representation.

Fixed Issues

  • Employee Wise Roster - Employee Wise Roster: Due to this screen, the entire application was stuck, leading to a decrease in overall performance.
  • Overtime Approval - 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?" was not working properly.
  • Apply Leave - Apply Leave: When a user clicked on the "Reset" button or refreshed the screen from the navigational bar, the screen did not load properly.
  • Fund Statement - Fund Statement: 1. A "Thousand Separator" was not shown in the values of the "Outstanding Loan Amount" and "Net Fund Balance Amount" fields. 2. The "Two Digit" Decimal Places was not shown in the value of the "Net Fund Balance Amount" field.
  • List of Tickets Detail - List of Ticket Detail: The "Close Ticket" button was not clearly visible.
  • Dashboard - Dashboard: The "Absent Employees" widget increased the widget height instead of showing a scrollbar.
  • Daily Attendance - Daily Attendance: 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 - List of Leave: The sorting of leave records was not done based on ["Employee Id", "From Date & Time (Descending)"].
  • Generate Request - Generate Request: While generating the new request, 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: 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.".