Difference between revisions of "SmartESS Release Notes 3.1.5.0 MP30"

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== SmartESS 3.1.5.0 MP30 Release ==
 
== SmartESS 3.1.5.0 MP30 Release ==
<u>'''Release Date'''</u>: 15-July-2024
+
<u>'''Release Date'''</u>: 15-Jul-2024
  
 
<u>'''Module Version'''</u>: 3.1.5.0 MP30
 
<u>'''Module Version'''</u>: 3.1.5.0 MP30
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== Enhancements ==
 
== Enhancements ==
*<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>'''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.
  
*<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.
+
1. <u>'''Daily Attendance'''</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. Users can easily access <u>'''Attendance'''</u> details for each defined breakup period directly within the interface.
  
*<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.
+
2. <u>'''Attendance Summary'''</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>'''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>'''Daily Attendance - Daily Attendance'''</u>: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
 +
 
 +
*<u>'''Daily Attendance - Daily Attendance'''</u>: A new "Approved TOIL" column has been added on the screen to show the values of all approved TOIL.
 +
 
 +
*<u>'''Attendance Summary - Summary for Attendance'''</u>: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
 +
 
 +
*<u>'''Overtime Approval - Overtime Approval'''</u>: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
 +
 
 +
*<u>'''Overtime Approval - Overtime Approval'''</u>: In the "Cumulative Overtime" screen, all the action buttons like "Edit" and "Delete" options have been hidden/disabled for any "Status" like "Approved", "Rejected" if the employee record is "Approved" on the "Monthly Time Sheet Approval" screen.
  
 
*<u>'''GEN - General Work'''</u>: The name "Office Support Portal" has been changed to "Help Desk" throughout the entire application.
 
*<u>'''GEN - General Work'''</u>: The name "Office Support Portal" has been changed to "Help Desk" throughout the entire application.
  
*<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>'''Fund Statement - Fund Statement'''</u>: 1. A new "Total Loan Amount" field has been provided just below the "Position" field on the screen. It displays the "Outstanding Amount" of all loans related to the selected "Fund". 2. A new "Actual Fund Total Balance" field has been provided just below the "Fund Joining Date" field on the screen. It shows the "Actual Balance" of the selected "Fund" by subtracting the value of the "Total Loan Amount" from the value of the "Total Fund Balance".
 +
 
 +
*<u>'''Apply Leave - Apply Leave'''</u>: When the user selects the "Date From" for any leave type, if the employee is fully "Absent" or has applied for leave for a future date, the "Date To" field and "Hours Requested" fields have been automatically filled for one day. The user can edit these fields as needed.
 +
 
 +
*<u>'''Leave Report - Leave Requests and Balances'''</u>: 1. A new "Action By" column has been provided in the report, where leave statuses are shown as Rejected, Approved, etc., will be displayed before the "Action Remarks" column in the report. 2. The background color has been removed from the headings "Leave Requests" and "Leave Balances".
  
*<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>'''Monthly Time Sheet Approval - Monthly Time Sheet Approval'''</u>: A restriction has been added on the "Approval" of the screen to prevent supervisors from approving the employee record when the "Suggestion" status is "Pending".
  
*<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.
+
== Fixed Issues ==
 +
*<u>'''List of Tickets - List Support Ticket/Issue'''</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 was failed to display the complete list. Instead, it only exhibited the tickets associated with the user currently logged into the account.
  
*<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>'''Forgot Password - Forgot Password'''</u>: The data of the "CNIC" field was not restricted to the defined value in the "System Defaults" screen.
  
*<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>'''Overtime Approval - Overtime Approval'''</u>: The "OT Round" filter was not working properly and did not update data based on the selected value in this filter.
  
== Fixed Issues ==
+
*<u>'''Generate Request - Generate Request'''</u>: 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>'''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>'''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>'''Manage Request - Manage Request'''</u>: The "Print" option did not work against any request.
  
*<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>'''Manage Request - Manage Request'''</u>: 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>'''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>'''Create Ticket - Create Ticket/Issue'''</u>: The combo list for "Item Category," "Item," "Sub Item," and "Priority" were not ordered alphabetically.
  
*<u>'''ManageRequest.aspx - Manage Request'''</u>: The "Print" option did not work against every request record.
+
*<u>'''Apply Leave - Apply Leave'''</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>'''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 Leave Detail - Leave Status Detail'''</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>'''Create Ticket - Create Ticket/Issue "نشاء تذكرة"'''</u>: The combo list for "Item Category," "Item," "Sub Item," and "Priority" will be ordered alphabetically.
+
*<u>'''Monthly Time Sheet Approval - Monthly Time Sheet Approval'''</u>: The system was not displaying the "Approved Overtime" records on the screen after approving the employee record on this screen. Previously, the system needed to run the "Payroll Process" to update it.
  
*<u>'''Apply Leave - Apply Leave "طلب إجازة"'''</u>: When the "how many allowed" section is defined: If the scenario described in the "how many allowed" section of the Leave Location Grade Setup, restrict the user from applying leave. Calculate the leave count sum from the latest applying 'from date' leave, adhering to the defined settings. This calculation should consider the sum count from the latest applying 'from date', regardless of how many leaves the user has applied. Upon submitting/applying leave, display a message showing the remaining limit of leaves (hours or days) as per the defined setup in this section. Currently, the message only indicates how many leave (hours/days) a user can apply for in a month, for example. Additionally, show a message indicating from which date the user can apply for the requesting leave, based on the defined setup in "Leave location grade setup," if the user has exhausted all leave limits as defined in the setup.
+
*<u>'''List of Leave Detail - Leave Status Detail'''</u>: The messages were not updated during the "Approve" and "Forward" actions to notify users when the "How many allowed" limit is exceeded during editing.

Latest revision as of 09:40, 26 August 2024

SmartESS 3.1.5.0 MP30 Release

Release Date: 15-Jul-2024

Module Version: 3.1.5.0 MP30

Maturity Status: QA Approved

Compatibility

Application Version
SmartHCM MP30 4.1.5.0
SmartHCM Flutter Mobile App. (Android) 2.1.0.0
SmartHCM Flutter Mobile App. (iOS) 1.0.3.0
SmartHCM e-Recruitment 2.1.1.2
SmartHCM Webservice 2.3.7.0
SmartHCM Attendance Uploading Utility 1.1.5.0
SmartHCM Notification Sender Utility 1.0.1.0
SmartHCM WebAPI 1.0.1.2

Enhancements

  • Period Wise Breakup Slots and Integration (Customization in "Time Office Management" Module)

We are pleased to announce significant enhancements to our system, focusing on Period-Wise Breakup Slots and integration improvements. These updates streamline scheduling accuracy and calculations, offering greater flexibility and efficiency in managing Time Slot Setups and Attendance reporting.

1. Daily Attendance: In this screen, the new Period Wise Breakup columns have been added for Required Hours, Present Hours, and Absent Hours columns. Users can easily access Attendance details for each defined breakup period directly within the interface.

2. Attendance Summary: In this screen, the new Period Wise Breakup columns have been added for Required Hours, Present Hours, and Absent Hours columns. It provides a consolidated view of attendance data across different periods for thorough reporting and analysis.

  • Daily Attendance - Daily Attendance: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
  • Daily Attendance - Daily Attendance: A new "Approved TOIL" column has been added on the screen to show the values of all approved TOIL.
  • Attendance Summary - Summary for Attendance: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
  • Overtime Approval - Overtime Approval: The overtime has been calculated/has not been calculated by the system if the "Overtime" check box is marked checked/unchecked in the "Payroll Parameters" screen.
  • Overtime Approval - Overtime Approval: In the "Cumulative Overtime" screen, all the action buttons like "Edit" and "Delete" options have been hidden/disabled for any "Status" like "Approved", "Rejected" if the employee record is "Approved" on the "Monthly Time Sheet Approval" screen.
  • GEN - General Work: The name "Office Support Portal" has been changed to "Help Desk" throughout the entire application.
  • Fund Statement - Fund Statement: 1. A new "Total Loan Amount" field has been provided just below the "Position" field on the screen. It displays the "Outstanding Amount" of all loans related to the selected "Fund". 2. A new "Actual Fund Total Balance" field has been provided just below the "Fund Joining Date" field on the screen. It shows the "Actual Balance" of the selected "Fund" by subtracting the value of the "Total Loan Amount" from the value of the "Total Fund Balance".
  • Apply Leave - Apply Leave: When the user selects the "Date From" for any leave type, if the employee is fully "Absent" or has applied for leave for a future date, the "Date To" field and "Hours Requested" fields have been automatically filled for one day. The user can edit these fields as needed.
  • Leave Report - Leave Requests and Balances: 1. A new "Action By" column has been provided in the report, where leave statuses are shown as Rejected, Approved, etc., will be displayed before the "Action Remarks" column in the report. 2. The background color has been removed from the headings "Leave Requests" and "Leave Balances".
  • Monthly Time Sheet Approval - Monthly Time Sheet Approval: A restriction has been added on the "Approval" of the screen to prevent supervisors from approving the employee record when the "Suggestion" status is "Pending".

Fixed Issues

  • List of Tickets - List Support Ticket/Issue: When a user clicked on the "Details" button and then clicked on the "Closed" button for any ticket listed on the screen, the screen was failed to display the complete list. Instead, it only exhibited the tickets associated with the user currently logged into the account.
  • Forgot Password - Forgot Password: The data of the "CNIC" field was not restricted to the defined value in the "System Defaults" screen.
  • Overtime Approval - Overtime Approval: The "OT Round" filter was not working properly and did not update data based on the selected value in this filter.
  • Generate Request - 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.
  • Manage Request - Manage Request: The "Print" option did not work against any request.
  • Manage Request - Manage 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.
  • Create Ticket - Create Ticket/Issue: The combo list for "Item Category," "Item," "Sub Item," and "Priority" were not ordered alphabetically.
  • Apply Leave - Apply Leave: 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.
  • List of Leave Detail - Leave Status Detail: 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.
  • Monthly Time Sheet Approval - Monthly Time Sheet Approval: The system was not displaying the "Approved Overtime" records on the screen after approving the employee record on this screen. Previously, the system needed to run the "Payroll Process" to update it.
  • List of Leave Detail - Leave Status Detail: The messages were not updated during the "Approve" and "Forward" actions to notify users when the "How many allowed" limit is exceeded during editing.