Difference between revisions of "SmartHCM Release Notes 4.1.6.0 MP31"

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(Created page with "== SmartHCM 4.1.5.0 MP30 Release == <u>'''Release Date'''</u>: 15-Jul-2024 <u>'''Module Version'''</u>: 4.1.5.0 MP30 <u>'''Maturity Status'''</u>: QA Approved == Compatibil...")
 
 
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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>: 22-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
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! Version
 
! Version
 
|-
 
|-
| SmartESS MP30
+
| SmartESS MP31
| 3.1.5.0
+
| 3.1.6.0
 
|-
 
|-
 
| SmartHCM Flutter Mobile App. (Android)
 
| SmartHCM Flutter Mobile App. (Android)
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|-
 
|-
 
| 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
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|-
 
|-
 
| SmartHCM WebAPI
 
| SmartHCM WebAPI
| 1.0.1.2
+
| 1.0.1.3
 
|-
 
|-
 
|}
 
|}
  
 
== Enhancements ==
 
== Enhancements ==
*<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>'''Time Slot Breakup Setup'''</u>: In this new screen, users must define Period-Wise Breakups for scheduling Time Slots throughout the Year.
+
<u>'''Introducing 9-Box Grid and Performance Matrix Setup'''</u> <br>
  
2. <u>'''Time Slot'''</u>: In this screen, the new <u>'''Period Wise Breakup'''</u> radio button option has been provided under the <u>'''Define Breakup'''</u> section. Allows users to apply predefined time breakup setups from the <u>'''Time Slot Breakup Setup'''</u> screen.
+
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>
  
3. <u>'''TOM Payroll Integration Setup'''</u>: In this screen, the new <u>'''Time Breakup Mapping'''</u> grid panel has been provided to facilitate the mapping of <u>'''Attendance IDs'''</u> to specific breakup periods for accurate data extraction. It also enables seamless integration with attendance management, ensuring precise payroll processing.
 
  
 +
<u>'''Key Features and Details'''</u><br>
  
*<u>'''PAY_S017 - Monthly Data Upload'''</u>: The new option "Employee Roster" has been added in the "Upload Type" combo box of the screen. Users have to "Select Upload Type" as "Employee Roster" and upload the "Excel File" then the system will update the roster in the "Employee wise Roster" screen.
+
• '''Action Buttons''': The screen now includes 'Save,' 'Add,' and 'Reject Changes' buttons for streamlined management.<br>
 +
'''Appraisal Type Selection''': When 'Add' is selected, two 'Appraisal Type' columns appear, each with a combo list for selecting different appraisal types to be displayed on the graph's axes.<br>
 +
• '''Data Integrity''': The system ensures that the same appraisal type cannot be saved on both axes, maintaining data accuracy.<br>
 +
• '''Enhanced Columns''': The screen features four main columns:<br>
 +
* 'Rating Classification on X Axis'
 +
* 'Rating Classification on Y Axis'
 +
* 'Final Result'
 +
* 'Final Result Selected Columns'
  
*<u>'''TOM_S029 - 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.
+
• '''Dropdown Options''': The classification columns offer dropdown lists containing all 'result classification' options.<br>
 +
'''HTML Toolbox''': The result columns include an HTML toolbox, enabling users to format individual quadrants of the graph for better visual representation.<br>
  
*<u>'''HRS_R065 - Appraisal Status – Appraiser Wise'''</u>: The "Appraiser Type" parameter has been provided in the "Report Specific Parameters" panel. The report shows data according to the value selected from the "Appraiser Type" parameter.
 
  
*<u>'''TOM_S011 - Late/Early Departure Approval'''</u>: The "Geo. Location" and "Org. Location" combo boxes have been provided in the "Filter" panel. The screen shows data according to the value selected from these combo boxes.
+
*<u>'''Appraisal Result Classification'''</u>: A new column named 'Short Name' has been added to the Appraisal Result Classification screen.
  
*<u>'''HRS_S185 - Employee Information'''</u>: 1. The "Father Name" and "Spouse Name" fields have been added below the "Full Name" field. 2. The "Place Of Birth" field has been moved to the right side and below the "Date of Birth" field.
+
*<u>'''HRS_R010 - Consolidated Leave Card '''</u>: The "Action By” column has been added before the "Action Remarks" column in the report.
  
*<u>'''HRS_S034 - Leave Request'''</u>: While applying leave when the user has selected "Date from" for any leave type and the employee has been fully absent or has applied for leave for a future date, the "Date to" field and "Hours Requested" field has been automatically filled. Additionally, the user has been able to edit these fields as per their requirements.
+
*<u>'''HRS_R010 - Consolidated Leave Card'''</u>: Two parameters have been added in System Default: 1. Attendance ID:Which shows attendance in the Salary Sheet.  2.Attendance Visible with (YES/NO) values. A column for Attendance has been added in the Salary Sheet for every report, which shows the attendance of employees.
  
*<u>'''HRS_R060 - Employee Data Export'''</u>: The "Father Name" and "Spouse Name" fields/columns have been added to the report.
+
*<u>'''HRS_S110 - Applicant Shortlist  '''</u>: 1.  On the "Applicant Shortlist" 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>'''GEN - General Work'''</u>: The name "Office Support Portal" has been changed to "Help Desk".
+
*<u>'''HRS_S110 - Applicant Shortlist'''</u>: A checkbox for "Special certification" with values of (Yes/No) has been added in the Special Criteria, and applicants have been shortlisted based on this checkbox. The option to download the Special certification has been made available in the grid.
  
== Fixed Issues ==
+
*<u>'''TOM_R002 - Individual Time Sheet (Standard)'''</u>: An "Attendance Day" column has been added after the "Attendance Date" column.
*<u>'''HRS_RR50 - Applicant Information List'''</u>: The "Group Parameters" panel was not working properly.
+
 
 +
*<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, this attachment can now be downloaded from this screen.
 +
 
 +
*<u>'''SET_S005 - System Default'''</u>: New parameters have been added for the tax surcharge calculation : 1. Surcharge_Tax_Percentage (its value would be 10%) 2. Suracharge _Exempt_Taxable_limit (its value would be 10M)
 +
 
 +
*<u>'''PAY_S020 - Payroll Process'''</u>: If the salary of any employee has exceeded 10 million, an additional 10% has been applied to the taxed amount as per the policy.
  
*<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>'''TOM_S014 - Overtime Approval'''</u>: On the “Overtime approval” 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.
  
*<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>'''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."
  
*<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>'''RMS_S004 - Manage Request '''</u>: 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.
  
*<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>'''HRS_S218 - Appraisal Result Classification '''</u>: A new column name "Short Name" has been added.
  
*<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. 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 Emp" 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_S014 - Overtime Approval'''</u>: The labeling of both radio buttons, "Show Employee Not Required Overtime Approval" and "Show Employee Required Overtime Approval," changed.
  
*<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 year 2024-2025 for tax adjustment, data from 2023-2024 was also shown, 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>: "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 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>'''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 R036 , all fields are showing in rounding and show 00 value after decimal , while al 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 07:17, 31 August 2024

SmartHCM 4.1.6.0 MP31 Release

Release Date: 22-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 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.


Key Features and Details

Action Buttons: The screen now includes 'Save,' 'Add,' and 'Reject Changes' buttons for streamlined management.
Appraisal Type Selection: When 'Add' is selected, two 'Appraisal Type' columns appear, each with a combo list for selecting different appraisal types to be displayed on the graph's axes.
Data Integrity: The system ensures that the same appraisal type cannot be saved on both axes, maintaining data accuracy.
Enhanced Columns: The screen features four main columns:

  • 'Rating Classification on X Axis'
  • 'Rating Classification on Y Axis'
  • 'Final Result'
  • 'Final Result Selected Columns'

Dropdown Options: The classification columns offer dropdown lists containing all 'result classification' options.
HTML Toolbox: The result columns include an HTML toolbox, enabling users to format individual quadrants of the graph for better visual representation.


  • Appraisal Result Classification: A new column named 'Short Name' has been added to the Appraisal Result Classification screen.
  • HRS_R010 - Consolidated Leave Card : The "Action By” column has been added before the "Action Remarks" column in the report.
  • HRS_R010 - Consolidated Leave Card: Two parameters have been added in System Default: 1. Attendance ID:Which shows attendance in the Salary Sheet. 2.Attendance Visible with (YES/NO) values. A column for Attendance has been added in the Salary Sheet for every report, which shows the attendance of employees.
  • HRS_S110 - Applicant Shortlist : 1. On the "Applicant Shortlist" 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, 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, this attachment can now be downloaded from this screen.
  • SET_S005 - System Default: New parameters have been added for the tax surcharge calculation : 1. Surcharge_Tax_Percentage (its value would be 10%) 2. Suracharge _Exempt_Taxable_limit (its value would be 10M)
  • PAY_S020 - Payroll Process: If the salary of any employee has exceeded 10 million, an additional 10% has been applied to the taxed amount as per the policy.
  • TOM_S014 - Overtime Approval: On the “Overtime approval” 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.
  • 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."
  • RMS_S004 - Manage Request : 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.
  • HRS_S218 - Appraisal Result Classification : A new column name "Short Name" has been added.
  • HRS_S034 - Leave Request:- 1. Two columns, "Geo location" and "Org location," have been added after the employee name. 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 Emp" field.

Fixed Issues

  • TOM_S014 - Overtime Approval: The labeling of both radio buttons, "Show Employee Not Required Overtime Approval" and "Show Employee Required Overtime Approval," changed.
  • PAY_S024 - Employee Tax Adjustment: When we selected the year 2024-2025 for tax adjustment, data from 2023-2024 was also shown, 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: "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 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.
  • 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 R036 , all fields are showing in rounding and show 00 value after decimal , while al 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.