SmartHCM Release Notes 4.1.0.0 MP27

SmartHCM 4.1.0.0 MP27 Release

Release Date: 23-Nov-2023

Module Version: 4.1.0.0 MP27

Maturity Status: QA Approved

Compatibility

Application	Version
SmartESS MP27	3.1.0.0
SmartHCM Flutter Mobile App. (Android)	2.0.6.0
SmartHCM Flutter Mobile App. (iOS)	1.0.4.0
SmartHCM e-Recruitment	2.0.0.2
SmartHCM Webservice	2.3.3.0
SmartHCM Attendance Uploading Utility	1.1.3.0
SmartHCM Notification Sender Utility	1.0.1.0
SmartHCM WebAPI	1.0.0.3

Enhancements

Introducing Overtime and TOIL Adjustment Feature:

We've introduced a new feature that lets Supervisors adjust employees' Extra Hours by either converting them into Absent Hours, moving them to Overtime, or transferring them into Leave Balances known as Transfer Overtime Into leave (TOIL). This feature offers two adjustment options. First, users can align extra hours with absent hours using the setup in the 'Time Slot' screen. Second, any remaining extra hours, after adjusting for absent hours, can be converted into TOIL leave balances or used for overtime as per the defined setups in the relevant screens of 'Leave Location Grade Setup' and 'Time Slot'. This feature will work only if the "Adjustment" of "Extra Hours" functionality is enabled. This allows users to make the most of these hours during leaves or overtime. To support these functionalities, several parameters have been added to the 'System Default' screen.

SET_S005 - System Default: A new parameter, 'IS_TOIL_OT_ATTADJ_APPLICABLE,' has been added to enable or disable the adjustment of extra hours into Overtime and TOIL.

SET_S005 - System Default: Another parameter, 'TOIL_LEAVE_TYPE_ID,' allows users to associate a specific leave ID to act as TOIL leave.

SET_S005 - System Default: 'GENRT_SUGG_AUTO' has been introduced, enabling users to 'Auto Generate' or 'Manually Generate' Overtime suggestion details in the 'Generate Overtime Suggestion' screen by defining 'Y' or 'N.'

SET_S005 - System Default: 'GENRT_SUGG_DAY_DIFF_WRT' is a new parameter allowing users to set a default date for generating overtime suggestions in the 'Generate Overtime Suggestion' screen.

SET_S005 - System Default: 'TOM_OT_SCREEN' provides the option to set a default sub-screen in the 'Overtime Approval' screen.

Additionally, other features supporting the adjustment of extra hours into Overtime and TOIL have been added to various screens.

TOM_S010 - Attendance Adjustment: A new column, 'Is Adjustable,' has been included in this screen, indicating which user records are eligible for adjustable calculations.

TOM_S003 - Time Slot: A new setting panel for 'Extra Hours Adjustment' has been added, where the adjustment of absent hours is calculated based on the defined settings.

HRS_S023 - Leave Location Grade Setup: The 'Toil setting' panel has been introduced in this screen, allowing settings related to TOIL adjustment against the associated leave ID. Also, a setup for negative balances of TOIL field has been provided.

Payroll Parameter: A new column, 'Required Monthly Overtime Approval,' has been added to enable settings for employees involved in adjustment calculations.

TOM_S029 - Overtime Approval: A new sub-screen, 'Show Employee Required Overtime Approval,' with radio button functionality has been added. It displays information about Overtime and TOIL for employees in different states (Pending, Approved, Reject). The sub-screen includes a checkbox for 'Show Adjustment Detail' to display comprehensive adjustment information.

TOM_S036 - Monthly Time Sheet Approval: Several new columns, including Previous Toil Balances, Extra Hours (Single Value), Absent Hours Adj. From Extra Hours, Approved Toil, and Current Toil Balance, have been added to provide complete information on this screen.

HRS_S033 - Leave Balance: In the screen, three different columns Trans NO., Entry Type have been added in the screen to display the complete flow of TOIL balances and history

TOM_R016 - Individual Time Sheet (Advanced): This screen now includes various columns such as Present Hours (Adjusted), Absent Adjustment, Extra Hours, Appr. OT Hours, and Approved Toil. These additions enhance the report by providing a detailed breakdown of calculations and balances related to adjustment details.

TOM_S031 - TOM Payroll Integration Setup: Two new fields 'Adjusted Hours from toil' and 'Adjusted hours from extra hours' have been added in the screen. So on running the Payroll process, the correct impact will be observed.

In summary, our latest release introduces a powerful feature allowing supervisors to efficiently manage employees' extra hours by converting them into absent hours, overtime, or transferring them into TOIL leave balances.

Introducing Agree Disagree Statement Forms

We are excited to introduce significant enhancements to the Letter Module, specifically tailored for creating and publishing Agree/Disagree statement forms within the Employee Self-Service (ESS) and Mobile app environments. The key changes are reflected in the following screens:

HRS_S128 - Letter Template: The 'Letter Template' screen now features two new sections, empowering users to create customizable Agreement forms tailored to the specific requirements of both ESS and the Mobile app.

HRS_R051 - Letter Report: Within the 'Saved Letter' subsection screen, two new icons, 'Publish' and 'Stop,' have been introduced. These icons provide users with the ability to seamlessly publish or halt any saved letter that is currently live on both the ESS and Mobile applications. These enhancements are designed to offer a more flexible and efficient experience in generating and managing Agree/Disagree statement forms through the Employee Self-Service (ESS) and Mobile app platforms.

Some other important enhancements that have been done in this release are the following.

SET_S002 - Locations: The search bar field in the screen has been provided for improved usability.

PAY_R004 - Salary Sheet: In all reports with the 'With Additional Columns' filter, columns for 'Join date' and 'Cnic No.' have been added in the report.

PAY_R004 - Salary Sheet: A new system default parameter called "SALARYSHEET_NUMERIC_FONT_SIZE" has been added for the handling of numeric font size data in the report. Also previously created "SALARYSHEET_FONTSIZE" system default parameter for the report has been renamed to 'SALARYSHEET_TEXT_FONT_SIZE' to handle the font size of text in the report.

HRS_S033 - Leave Balance: For the feature allowing the application for leave in the next year, accurate calculations have been implemented to ensure correct data presentation on the screen.

SET_S002 - Locations: The proper alert message for the deletion of 'Org. Location' or 'Geo. Location records that also exist the child records have been provided.

HRS_S034 - Leave Request: The feature to apply for leave in the next year has been provided.

ESS_S001 - Notification Calendar: In the 'Time office' section, a new notification titled 'Weekly Less Present Hours notification' has been introduced.

HRS_S207 - Pivot Table Reporting Tool: For the Employee Daily Time Sheet report two new parameters have been added 1."Date" range and "Employee" fields in the filter panel. 2. "Attendance Date" column in the report.

SET_S005 - System Default: A new system default parameter, 'View_default_page,' has been introduced to enhance screen customization.

ESS_S001 - Notification Calendar: A new notification, 'Missing Attendance Notification,' has been added to the 'Time office' section.

PAY_S017 - Monthly Data Upload: The feature on the selection of code of 'OT', codes should also be displayed in the dropdown that has been provided.

PAY_S011 - Monthly Payment Deduction (Code wise): The feature on the selection of 'Payment/Deduction Code:', codes should also be displayed in the dropdown has been provided.

PAY_S011 - Monthly Payment Deduction (Code wise): A new feature has been introduced where, upon selecting 'Code Title,' codes are displayed in the dropdown for streamlined accessibility.

ESS_S001 - Notification Calendar: A new notification type, 'Early Departure Attendance notification,' has been added to the 'Time office' section.

Fixed Issues

HRS_S025 - Probation Confirmation: The screen was not working correctly.

PAY_S020 - Payroll Process: Handled the exceptions that were coming while running a Payroll Process.

PAY_R001 - Tax Slip: House allowances calculation was not showing correctly in the slip.

HRS_S019 - Employee Promotion: The promotion grade tab was not showing any grade upon searching.

HRS_S163 - Job Information: On loading employees from the backend after job data, job status was not changing and the employee was also not showing on the job.

HRS_S033 - Leave Balance: Remaining balances of Annual leaves after encashment were not showing correctly.

HRS_R060 - Employee Data Export: "Address" information was not showing in the report.

PAY_S020 - Payroll Process: In the Payroll Process the handling of (fund taxable process) for continued employees was not added.

ESS_S001 - Notification Calendar: In 'Apply Leave Notification' Specific Criteria screen was showing irrelevant employees names in the email notification against the "FORWARDED_TO" tag.

HRS_S013 - Position: New positions was not saving in the screen.

PAY_R004 - Salary Sheet: Gross salary in the sheet was not calculating on the basis of "Gross payment".

HRS_S030 - Employee Separation: On Saving and Authorizing any Separation record, a successful message for record saved and authorized was not coming.

PAY_R004 - Salary Sheet: The report was displaying incorrect values with a truncated company logo in the c-sheet preview. Also, the header was not fully visible in the printed form, and the date appeared too small.

PAY_S032 - Loan Reschedule: On rescheduling the Loan screen was giving an error.

PAY_S034 - Payroll Inquiry: The payroll inquiry was not showing data after running the payroll process.

PAY_R023 - Salary Sheet Report مسير الرواتب: Wrong data was showing in the column 'late sitting' for the employees who don't have any late sitting count.

PAY_S034 - Payroll Inquiry: Rejoined employee's data was not showing in the Salary Sheet.

HRS_S185 - Employee Information: On editing in Employee Information too much delay was coming when we saved the edited record.

PAY_S020 - Payroll Process: Payroll process was taking too much time on running.

PAY_R004 - Salary Sheet: In a report with "Without Group" filter, the "Total" column in the report was not showing values in "Decimal Places" even the "SalarySheetDecimal" parameter was set "Yes" in the "System Default" screen.

HRS_S034 - Leave Request: Request Failure" error message was coming on searching any "Employee Id" in the screen.

HRS_S207 - Pivot Table Reporting Tool: Get Data button was hiding behind data grid.

HRS_S185 - Employee Information: Job history was not maintained due to which error was coming in the screen on adding a new employee.

PAY_S017 - Monthly Data Upload: The screen was taking too much time to upload the data.

HRS_S034 - Leave Request: The attachment's were not opening for view purposes in the screen.

PAY_S042 - Employee Basic Salary Editing: On editing record in the screen 'Request Failure' error was coming.

RMS_S004 - Manage Request: "Numeric" field was accepting non integer values.

HRS_S117 - Full and Final Settlement: Authorize button was not working.

HRS_S023 - Leave Location Grade Setup: Upon saving the "This is hourly based leave" checkbox to 'yes' the system was not saving it correctly.

GEN - General Work: Screens and Reports were taking too much time while fetching data.

RMS_S004 - Manage Request: "Mandatory" functionality was not working properly while approving any request.

HRS_S025 - Probation Confirmation: On multiple Probation extensions of hired employees the history panel column of 'confirmation date' was not hitting properly for the last updated record.

PAY_R004 - Salary Sheet: The correct impact of system default parameter 'Salarysheet_decimal' was not hitting in the report correctly. Also, the alignments of the report was disturbed.