SmartESS Release Notes 3.0.8.0 MP26

SmartESS 3.0.8.0 MP26 Release

Release Date: 24-May-2023

Module Version: 3.0.8.0 MP26

Maturity Status: QA Approved

Compatibility

Application	Version
SmartHCM MP26	4.0.8.0
SmartHCM Flutter Mobile App. (Android)	2.0.3.0
SmartHCM Flutter Mobile App. (iOS)	1.0.2.0
SmartHCM e-Recruitment	2.0.0.2
SmartHCM Webservice	2.3.3.0
SmartHCM Attendance Uploading Utility	1.1.1.0
SmartHCM Notification Sender Utility	1.0.0.0
SmartHCM WebAPI	1.0.0.2

Enhancement

• Power BI Reports - Power BI Reports:

In today's data-driven world, Business Intelligence (BI) Reports have become indispensable tools for organizations to gain valuable insights and make informed decisions. These reports leverage powerful analytics platforms like Power BI to transform raw data into meaningful visualizations, enabling users to understand complex information at a glance. The importance of BI Reports lies in their ability to provide real-time and accurate data analysis, driving efficiency, productivity, and strategic decision-making across various departments and industries.

The following four BI Reports have been provided in this release:

I. Daily Attendance Status Count Report:

1. Chart Representation: Bar Chart showcasing the count of Attendance Statuses on a daily basis.

2. Search Filters: Improved data processing and filtering algorithms for faster report generation with all the related filter widgets.

3. Enhanced interactivity: Users can now drill down into specific locations, and departments, for detailed attendance status information.

4. Tool Tips: Included tool tips with additional information for each bar in the chart.

5. Enhanced Design: Streamlined design for better readability and visual appeal.

6. Widgets: Provided the different widgets with a graphical bar representation of different attendance-wise statuses. The provided name of widgets are Attendance Status Location Wise, Attendance Status Dept/Div./Section Wise, Attendance Status Employment Type Wise, Attendance Status Category Wise, Attendance Status Grade Wise, Attendance Status Position Wise, Attendance Status Time Slot Wise and Attendance Status shift Wise.

7. Employee details: The new Employee Details Widget offers a concise and detailed overview of employee attendance for a given day. Users can access essential information such as employee names, attendance status (present, absent, late, etc.), and any relevant information associated with each employee's attendance.

II. Daily Attendance Status Percent Report:

1. Chart Representation: Bar chart representing the percentage distribution of attendance statuses on a daily basis.

2. Date Wise Report: Incorporated a time-based slicer for users to view attendance status percentages for a specific date range.

3. Improved Color Scheme and Legend: Enhanced color scheme and legend to improve clarity and interpretation of the data.

4. Interactive Tool Tips: "Implemented interactive tool tips to display exact percentage values upon hovering over each slice.

5. Widgets: Provided the different widgets with a graphical bar representation of different attendance-wise statuses in terms of percentage view.The provided name of widgets are Attendance Status Location Wise, Attendance Status Dept/Div./Section Wise, Attendance Status Employment Type Wise, Attendance Status Category Wise, Attendance Status Grade Wise, Attendance Status Position Wise, Attendance Status Time Slot Wise and Attendance Status shift Wise.

6. Employee details: The new Employee Details Widget offers a concise and detailed overview of employee attendance for a given day. Users can access essential information such as employee names, attendance status (present, absent, late, etc.), and any relevant information associated with each employee's attendance.

III. Payroll Report:

1. Enhanced Payroll Reporting: Updated the payroll report with the latest payroll data for accurate calculations and insights on a relevant date.

2. Refined visualizations: Bar chart showcasing payroll expenses by department, a line chart representing payroll trends over time, and a table summarizing payroll details.

3. Search Filters: Implemented interactive filters to allow users to analyze payroll data by various dimensions such as department, position, or employee.

4. Quick Reference Widgets: Added widgets to display relevant total payroll expenses for quick reference.

5. Widgets: Optimized the report's performance to handle large datasets more efficiently with a display of different salary-wise widgets. The provided name of widgets are Location Wise Net Salary, Department Wise Net Salary, Category Wise Net Salary, Month Wise Net Salary, Year Wise Net Salary, Quarter Wise Net Salary, Break Up Of Net Salary, Position Wise Net Salary and Grade Wise Net Salary.

IV. Head Count Report:

1. Chart Representation: The Head count report includes interactive Bar and Pie chart graphs that provide a visual representation of headcount data.

2. Widgets: Introduced a different comprehensive headcount report providing an overview of employee counts by department and position. The provided name of widgets are Head Count Location Wise, Head Count Department Wise, Head Count Category Wise, Head Count Age Range Wise, Head Count Employee Type Wise, Head Count Service Tenure Range wise, Head Count Martial Status Wise, Head Count Grade Wise and Head Count Position Wise.

3. One-Click Report Generation from BI Report Columns: Included a stacked column chart illustrating head counts by department, with the ability to drill down into each department for more detailed information by clicking on a particular column chart.

4. Matrix Visualization: Implemented a matrix visualization to display head counts by both department and position, facilitating comparison and analysis.

5. Search Filters: Users can now select specific departments or positions to focus on and observe the corresponding head counts.

6. Enhanced Report Navigation and Layout for Improved User Experience: Improved report navigation and layout for better user experience.

These enhancements aim to improve the usability, visual appeal, and analytical capabilities of the Power BI reports. We have incorporated user feedback and suggestions to provide a more comprehensive and insightful experience.

• MonthlyTimeSheetApproval.aspx - Monthly Time Sheet Approval: A specific enhancement has been made to the "ESS specific Activity right" HCM screen. The flag "view Self Record" has been renamed to "Edit Self-record" for improved clarity and functionality. By default, the flag is set to "False," restricting employees from modifying or deleting their own records in this screen. This enhancement improves control, security, and streamlines record management within the system.

• Attendance Adjustment - Attendance Adjustment: A specific enhancement has been made to the "ESS specific Activity right" HCM screen. The flag "view Self Record" has been renamed to "Edit Self-record" for improved clarity and functionality. By default, the flag is set to "False," restricting employees from modifying or deleting their own records in this screen. This enhancement improves control, security, and streamlines record management within the system.

• Late/Early Departure Approval - Late/Early Departure Approval: A specific enhancement has been made to the "ESS specific Activity right" HCM screen. The flag "view Self Record" has been renamed to "Edit Self-record" for improved clarity and functionality. By default, the flag is set to "False," restricting employees from modifying or deleting their own records in this screen. This enhancement improves control, security, and streamlines record management within the system.

• EmployeeWiseRoster.aspx - Employee Wise Roster: A specific enhancement has been made to the "ESS specific Activity right" HCM screen. The flag "view Self Record" has been renamed to "Edit Self-record" for improved clarity and functionality. By default, the flag is set to "False," restricting employees from modifying or deleting their own records in this screen. This enhancement improves control, security, and streamlines record management within the system.

• OverTimeApproval.aspx - Over Time Approval: A specific enhancement has been made to the "ESS specific Activity right" HCM screen. The flag "view Self Record" has been renamed to "Edit Self-record" for improved clarity and functionality. By default, the flag is set to "False," restricting employees from modifying or deleting their own records in this screen. This enhancement improves control, security, and streamlines record management within the system.

• EmployeeWiseRoster.aspx - Employee Wise Roster:

1. Default Roster Month Parameter: The Roster Month parameter has been updated to default to the current month.

2. Enhanced Employee Parameter: The Employee parameter has been enhanced to default to the current login user."

• GenerateRequest.aspx - Generate Request:

1. Effortless Navigation: The process of navigating from the 'Daily Attendance' screen to a designated screen for a specific request type has been streamlined. Upon clicking the button for the relevant request type, users are automatically directed to the corresponding screen.

2. Automated Data Pre-Fill: To further enhance efficiency, relevant data associated with the selected request type has been automatically pre-filled into the respective fields upon navigation. This eliminates manual data entry and ensures accurate record-keeping."

• PowerBIReports.aspx - Power BI Reports:

1. Enhanced Data Processing: The functionality of applying incremental refresh to your data has been improved. Incremental refresh allows you to update your dataset with only the new or modified data, reducing processing time and resource consumption.

• DailyAttendStatusBIReport.aspx - Daily Attendance Status Count/Percent Report: The 'Daily Attendance Status Count' and 'Daily Attendance Status Percent' reports have been merged into a single report, streamlining analysis and eliminating the need to switch between reports."

• Daily Attendance - Daily Attendance Screen: Added a right-side column with an action button for navigating to the "generate request" screen.

The button is shown only for the logged-in employee's ID. The button's dropdown displays options like "Fill Missing Attendance" based on the record's status (e.g., "for" or "missing").

• TaxSlip.aspx - Tax Slip:A new feature has been added that empowers the users to have greater control over their Tax Slip. A new checkbox labeled 'Show Emp. Tax Adj. Detail' has been added under the 'Month' field. This checkbox allows users to choose whether to display the 'Employee Tax Adjustment Detail' on the Tax Slip.

• ManageRequest.aspx - Manage Request: Added the "Attendance Information" panel directly beneath the "Request Information" panel. This new panel displays actual attendance records/data, similar to how it appears in the "Daily Attendance" screen (SmartESS).

• Daily Attendance - Daily Attendance Screen:Feature has been added after successfully submitting a request through an action button, if the user chooses to generate another request, the webpage is refreshed, clearing fields like in the "Generate Request" screen.

Fixed Issues

• LocationTracking.aspx - Location Tracking: Location tracking was not visible on the screen. Also, data was not showing in the Filter panel.

• Leave Report - Leave Requests and Balances: The system was not showing "Leave Balances" of subordinates if the supervisor has no rights of any "Location" even if the subordinate was showing in the "Employee" combo box in the "Report Specific Parameters" form as per the "Define Workflow" rights.

• EmployeeWiseRoster.aspx - Employee Wise Roster: Employee was not able to see his roster in view-only mode.

• IndividualTimeSheetAdvanced.aspx - Individual Time Sheet (Advanced): The position name was truncating in the report.

• 'ManageRequest.aspx - Manage Request: "Number" base field in the "Request Fields Setup" screen, was also accepting "Text" in the field.

• 'EmployeeWiseRoster.aspx - Employee Wise Roster: The screen was observing too much slowness.

• 'ManageRequest.aspx - Manage Request: "List" data type field value was not being displayed.

• TaxSlip.aspx - Tax Slip: The formatting design for handling null values in the respective block was fixed.

• Apply Leave - Apply Leave "طلب إجازة": In the expectation messages where the message pop-up box appears on this screen due to any false apply limit or count condition, the message "Cancel" button was replaced with an "OK" button.

• Apply Leave - Apply Leave "طلب إجازة": Updated the leave rule "how many time allowed" limit when a new leave year starts with a leave type having a "Leave Year" cycle. For example, if the leave year ends in June 2023, the system now permits users to apply leave on July 1, 2023, without checking the validation of previous days. For leave types with a custom-based cycle, all limit conditions validate according to the defined settings in the "how many time allowed" section, without year-based validation.

• MAIN - Portal Main Page: Fixed the issue where clicking on an "Organogram" link in the "My Team" widget was opening a blank page in a new tab.

• GenerateRequest.aspx - Generate Request: Corrected the message "Yes" button to "OK" button on the message "Supervisor is not defined" when a user attempts to submit a request without a defined supervisor. This correction has been applied to all popup messages, ensuring consistent language translation.

• PivotTableReporting.aspx - Pivot Table Reporting: Fixed the issue where, if one user was creating the layout, the data of that layout was not showing to other users. Instead, a blank grid was being displayed.

• Apply Leave - Apply Leave "طلب إجازة": If the "how many time allowed" section was defined while a user applied any type of leave, whether it was hour/day-based, the system now considers the previous counts based on the setup defined in the "location grade setup" screen from the "from date." If the conditions met the defined criteria, the system did not allow the user to apply for any further leave. Instead, an alert message was displayed, providing details about their remaining limits and the date from which they could apply for future leaves. This setting has been implemented accurately and consistently across all leave types, regardless of whether they were hourly-based or day-based.

• ManageRequest.aspx - Manage Request: In the "Request Field Setup" on the HCM side, when configuring settings for the "Fill Missing Attendance" request, an issue was resolved. Previously, when the request was sent to the supervisor and viewed in the history section, the "Date" tag lacked date information.This has been addressed by introducing a new tag called "Attendance Date," which now displays the filling date information.

• EmployeeWiseRoster.aspx - Employee Wise Roster:Resolved an issue where users without rights in the "Supervisory Control Setup" were unable to view their records in the screen.

• GenerateRequest.aspx - Generate Request: Resolved an issue where an error was occurring upon clicking the submit button to apply any request.

• ManageRequest.aspx - Manage Request: The system was not ignoring the duplicate values of check-in or check-out with identical values during request approval in RMS integration.