Difference between revisions of "SmartHCM Release Notes 4.1.6.0 MP31"
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== 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. | 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>'''Overview'''</u>:<br> | <u>'''Overview'''</u>:<br> | ||
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. | 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. | ||
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<u>'''Key Benefits'''</u>:<br> | <u>'''Key Benefits'''</u>:<br> | ||
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'''Talent Development''': Identify high performers and high-potential individuals for succession planning and targeted development opportunities.<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. | '''Strategic Decision Making''': Support talent review discussions with data-driven insights, enabling more strategic workforce planning. | ||
+ | |||
<u>'''Performance Matrix'''</u>:<br> | <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. | 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. | ||
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+ | <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>''' | + | *<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". | |
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+ | We believe this feature will significantly enhance your '''Performance Management Processes''', providing '''Clarity''' and '''Actionable Insights''' for your organization’s talent strategy. | ||
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− | *<u>'''HRS_R010 - Consolidated Leave Card '''</u>: The "Action | + | *<u>'''HRS_R010 - Consolidated Leave Card'''</u>: The "Action By" column has been added before the "Action Remarks" column in the report. |
− | *<u>''' | + | *<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>'''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 | + | *<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_R002 - Individual Time Sheet (Standard)'''</u>: An "Attendance Day" column has been added after the "Attendance Date" column. | ||
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*<u>'''TOM_R016 - Individual Time Sheet (Advanced)'''</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- | + | *<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. |
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− | *<u>''' | + | *<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>''' | + | *<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>''' | + | *<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>''' | + | *<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>''' | + | *<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>'''HRS_S034 - Leave Request'''</u>: | + | *<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. |
== Fixed Issues == | == Fixed Issues == | ||
− | *<u>''' | + | *<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>'''PAY_S024 - Employee Tax Adjustment'''</u>: When we selected the | + | *<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>'''PAY_S042 - Employee Basic Salary Editing'''</u>: After inputting the | + | *<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_S117 - Full and Final Settlement'''</u>: When the check mark was applied on " | + | *<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>'''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>'''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>'''HRS_R010 - Consolidated Leave Card'''</u>: "Org. Location:" filter was not working properly. | + | *<u>'''HRS_R010 - Consolidated Leave Card'''</u>: The "Org. Location:" filter was not working properly. |
− | *<u>'''PAY_S006 - Allowance Deduction Location Grade Setup'''</u>: Attend | + | *<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_S029 - Overtime Approval'''</u>: On the | + | *<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>'''PAY_S056 - Fund Withdrawal'''</u>: When a user searched data by " | + | *<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>'''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>'''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>'''TOM_S003 - Time Slot'''</u>: | + | *<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>'''PAY_S008 - Overtime Location Grade Setup'''</u>: Combo boxes were truncating. | *<u>'''PAY_S008 - Overtime Location Grade Setup'''</u>: Combo boxes were truncating. | ||
− | *<u>'''PAY_R004 - Salary Sheet'''</u>: | + | *<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>'''Dashboard - Dashboard'''</u>: The system was showing incorrect "Organogram" spelling on the screen. | *<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.