SmartHCM Release Notes 4.0.0.0 (Alpha)

SmartHCM 4.0.0.0 (Alpha) Release

Release date: 16-February-2017

Module version: Alpha

Maturity Status: QA Approved

Features

• Dynamic Alert
• Hierarchical Workflow, department wise, job wise. Rules can be defined on workflow structure.
• Auto attendance loading from attendance machine to SmartHCM.
• Multiple attendance machine support installed in multiple locations
• Bulk overtime approval using auto overtime suggestion
• Bulk Manual Attendance feature
• Attendance Summary linked with transactions including missing attendance, manual attendance, late and early approval and daily attendance.
• State of the art new design of SmartHCM with dashboard and graph
• Company Policy and documents in ESS and HCM
• Organogram
• Exit Interview
• Loan relief/exemption
• Auto number Job ID
• Auto attendance process on single click on payroll
• Cloud base SmartHCM. Multiple client can be configured using single Application with different schema of every client.
• e-Bank file generation. Transferred salary directly into bank via e-Bank file
• Man Power budgeting module
• Online help mechanism
• Email account based e-Recruitment
• Auto skip loan installment if payroll unable to deduct
• Income tax latest changes as per the FBR Pakistan
• Advance leave
• Number of leave allowed within specified period
• Number of time leave allowed within specified period
• Leave Location Grade based setup form based design

  Fixed Issues

  Enhancement
  
  30370 - Leave Balance Adjustment(HRS_S198)
  - Following customization will be required in the Screen: 1. “Employee Id”, “Employee Name” and “Leave Type” Fields should be moved from Query Panel to Middle Panel. 2. “Remarks” Field will be Added in the Middle Panel. 3. Remove the Field “Adjustment Date”. 4. Change the Field Name from “Leave Bal. Adj.No.” to “Leave Balance Adjustment No.”. 5. Change the Field Name from “Balance Before Adj.” to “Balance Before Adjustment” and from “Balance After Adj.” to “Balance After Adjustment”. 6. Change the Field Name from “Days” to “Adjustment Days/Hours”. Note: If the “Allow Advance Leave” Check Box is “Checked” against any “Leave Type” then system will be allowed to save “-ve Balance” against selected “Leave Type”. Also, system will be saved “Balance” on Run Time. 7. New Panel “Leave Balance Adjustment History” will be added. Following Columns will be required in this “History” Panel: - Employee Id - Employee Name - Leave Type - Balance Before Adjustment - Balance After Adjustment - Adjustment On - Adjustment By Name - Remarks (with “Detail” button) Note: Data should be Ordered “Adjustment Date” wise Descending in the “History” Panel. “Search” option will also be required in the “History” Panel.
  
  30841 - Leave Balance Entitlement Process(HRS_LEAVE_BALANCE_PKG)
  - Add the Leave Entitlement Slab-wise, option to define “Leave Entitlement Slabs” w.r.t the “Service Length”. - Incorporate the “Balance Entitlement Slab” in “Leave Entitlement Process” instead of “Entitlement Day/Hour” (In both Annual Leave and Frequency Leave).
  
  30483 - Notification Calendar(ESS_S001)
  - Provide all applicable templates with proper formatting including applicable tags.
  
  28848 - Salary Sheet(PAY_R004)
  - Provide custom page option in Salary Sheet. When custom page will be chosen, system should ask width and height in inches. All columns should be shown as per the custom page width and height in the report.
  
  29320 - Salary Sheet(PAY_R004)
  - Provide ordering on following sequence 1. Geo Location Ordering 2. Org Location Ordering 3. Category Ordering 4. Position Ranking 5. Employee ID Note: Use the Payroll Process detail table to get the history record of Employee.
  
  26603 - Leave Balances(HRS_S033)
  - Leave Balance Report-showing in arabic when user language select to English and also alignment issues
  
  27858 - Recruitment Request Form(HRS_S107)
  - Redesign the screen with proper alignment
  
  31281 - System Default(SET_S005)
  - Provide the proper Description in the Description Column against the Parameter named Off_Prev_Slot_Add_Hours in the System Default Screen.
  
  30284 - Overtime Approval Report(TOM_R013)
  - Following customization will be required in the Report: 1. Add the new Column named “Attendance Date” before the “Check In” Column in the Detail Panel. 2. Add the “Attendance” heading on the top of two Columns named “Check In” and “Check Out”. 3. Add the “Overtime” heading on the top of two Columns named “From” and “To”. 4. Value of “Date” should be removed from the Columns “Check In”, “Check Out”, “From” and “To”.
  
  30875 - Roster Process(TOM_S017)
  - Message on “Run Roster Process” is: “The month you are choosing to run the Roster Process will delete all the processes of unauthorized months ahead. if you want to proceed press yes?”. It should be “It will delete all unauthorized subsequent rosters. Do you want to proceed?”. Also make sure that it should not delete any authorized roster.
  
  26375 - Employee Promotion*(HRS_R003)
  - In Employee Promotion screen remove the field Evaluation rule and keep the the fields empty New Position and Promotion Grade
  
  30636 - Dashboard(Dashboard)
  - Link the SmartHCM Announcement widget with this link http://www.smarthcm.com/announcement
  
  27996 - General Work(GEN)
  - Change the design as per new provided design. Sample design is attached
  
  30054 - General Work(GEN)
  - Remove Notification Setup & Notification Message links from SmartHCM - Wikipedia.
  
  27124 - Job Screen(HRS_S163)
  - Remove the JOB ID and Employment Type and show the Job No. in whole application where applicable. Remove the Employment type setup as well
  
  27366 - Tax Slab(PAY_S019)
  - Provide the new field after the “Tax %” field that is “Fixed Tax”, “Fixed Tax” should be accept only number data. Database field name should be “FIXED_TAX”. Note: It is required for new Income Tax rule implementation
  
  30277 - Late Approval (Late Approval )
  - Functionality of “Two Date Flag” should be worked correctly in the “Late & Early Departure Approval” Screen. Must be covered all “Cases / Scenarios”. - “Attendance” and calculation of (“Late Minutes” and “Early Departure Minutes”) should be shown correctly and “Action” should be worked properly. Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  27169 - Missing In/Out Attendance for Employees(Missing Attendance)
  - ESS-TOM-Max check out and min check in date validation must be skip when missing attendance.
  
  27237 - General Work(GEN)
  - 1. Provide the new System default parameter “DISPLAY_HIJRI_CALENDAR” with “Y” or “N” value. If the value is “Y” then show the Hijri date field in whole ESS pages along with Gregorian date filed. If the values is “N” then only show the Gregorian Date field. 2. By default the Calendar should be shown for Gregorian as per system default parameter.
  
  26764 - Overtime “خارج الدوام”(Overtime)
  - Provide Overtime Approval Screen in ESS having following features 1. Combination of Overtime Suggestion and Overtime Approval Screen already available SmartHCM. 2. Provide bulk approval 3. Provide Location, Department, Shift, Employee and other filters like Daily Attendance Screens. 4. In case of any changes will be occur in the HCM side then it will be include in this case 5. Provide bulk approval
  
  30943 - Employee Data Report(HRS_R061)
  - Provide the new report as per following details. 1. Report standard parameter form will be applicable 2. Show all the fields from “Employee Information” Tab except following with multi select check box. User can uncheck and check the required field that need to be include in Report. - Title - File/Hafeezah No. - Blood Group Also, show all the Fields from “Additional Information” Tab in the Report. 3. On each field user should able to provide the filter. For Number and Date field filter should be with “From” and “To” value. All data should be shown as per the standard parameter form plus as per given filters. 4. Button required to show the data in the Grid by “Generate Data” button. 5. Show the data in the grid. This grid will be dynamic as per selected fields from list of fields. Provide the delete button in the grid where can delete any record from the grid. 6. Provide “Export to Excel” button that will show the data in Excel from the gird. Note: This report will not be shown data in Crystal report it will only show on screen and export data in excel.
  
  29822 - Attendance Uploading Utility(Attendance Uploading Utility)
  - 1. Change the Name of “Utility Setup” from “AttendanceUploadingUtilitySetup” to “Attendance Uploading Utility”. 2. “SmartHCM” Company Logo should be shown in the “Utility Setup”. 3. Only “Attendance Uploading Utility” should be shown on the “Path” Field. “Setup” word should be removed from the “Path” Field. 4. “Message” should be shown when the normal user runs the “Utility” if he is not an “Admin” user. Also, he will start “Windows Utility” manually with the help of “Admin” user. 5. By default, all Fields should be shown “Blank” when open the “Utility Setup”. 6. Change the button name from “Update” to “Connect”. 7. When open the “Utility Setup”, all Buttons and Grid Panel should be shown Disable except “URL” and “Security” Fields and “Connect” Button. 8. After successful connection, all other Buttons and Grid Panel will be Enabled and “URL” and “Security” Fields will be Disabled. 9. “Error Log” File should be “Saved” in the system automatically at the time of installation. No need to give Rights to “Folder” manually. 10. “Delete”, “File Error Log” and “Run” Buttons should be shown in each Row separately. 11. Change the Button name from “Save All” to “Save” and from “Reset” to “Reject”. 12. Blue Color “Loading Bar” should be shown on the “Utility Setup”.
  
  28967 - Checklist Category(HRS_S199)
  - Provide the new setup “Checklist Category”. It will have two grid panels one for Category and one for Checklist. - Checklist Category will have following columns 1. Checklist Cat. ID (Auto Number field) 2. Description (Text Field) 3. Active (Check box by default Active) - Checklist detail will have following columns 1. Checklist ID (Auto Number field) 2. Description (Text Field) 3. Active (Check box by default Active)
  
  30831 - Overtime Approval(TOM_S029)
  - Request No. 5697 - Over time approval screen not showing approved hours It is required to provide the update script to update the Before/After flag in Overtime Approval
  
  27452 - e-Bank Advise Report(PAY_R038)
  - Create new report “e-Bank Advise Report” in Payroll report section. Report Name: e-Bank Advise Report Parameter [Bank Name]
  
  30315 - Notification Calendar(ESS_S001)
  - Same as Visibility Field, if user selects Action based Notification Type (For Example: Apply Leave, Cancel Leave, etc.) then Reminder Field should be shown Disabled.
  
  31453 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Do not consider the LOP Leave without pay leave as a leave it should be consider Absent if the TIME_MACHINE flag is Y in System default setup.
  
  29272 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Payroll process should be work with Allowance Basic Salary Range Setup for Deductions Codes. Currently Payroll Process working for Allowances.
  
  28752 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Loan Installment should automatically be skipped on final payroll if loan amount unable to deduct due to insufficient payment
  
  27232 - Job Information(HRS/HRS_S163)
  - Provide the new filed in the Org location drop down combo. Therefore, Geo location name required in the Organizational Hierarchical drop down combo. Show the associated Geo location on each Org. Location. Apply this setting in all Organizational Location drop down combo
  
  24162 - Employee Overtime Detail*(PAY_R010)
  - Report Employee Overtime Detail should incorporate product standards.
  
  29461 - User Profile(SEC_S007)
  - Redesign the User Profile Screen as per the standards.
  
  24143 - Letter Template(HRS_S128)
  - 1-When click on 'insert tag' button paragraph template window will be show, here hint show behind the window when mouse hover on command field. 2- In Paragraph template window there should be a search option.
  
  28827 - Standard Issues of Screens(Standard Form work)
  - Remove the Top bar from each screen because the Activity Name has been provided on above standard panel for each screen.
  
  24247 - Audit Log(SEC_R001)
  - Audit logReport showing in English Format in Arabic version
  
  28473 - Dashboard(Dashboard)
  - By default the Left side menu auto hide when login in Application
  
  28472 - Dashboard(Dashboard)
  - 1. Provide the status bar where show the SmartHCM logo on left side, Client Logo on Right side and in center show the SDS provided news that will be client specific. 2. When click on this news system will show the popup window and will show the complete details. This bar will be static 3. Provide the Description field in key generator for Client and show this description on this Status bar
  
  25542 - General Work(GEN)
  - Incorporate Dynamic Alert System
  
  27686 - General Work(GEN)
  - R&D on that the single instance of SmartHCM should run with multiple databases
  
  27228 - General Work(GEN)
  - Provide the “Help” button with Help icon on every screen with the Wiki link. The Wiki link should be setup based. This setup will be in Activity Setup with the name of “Help URL”. If the Help URL available then the Help button will be enable and when user will click on this button the separate window will be open and show the associated Help URL
  
  30174 - Employee Separation(HRS_S030)
  - Remove Print Report button from the toolbar
  
  26599 - Leave Location Grade Setup(HRS_S023)
  - - Remove “Adv. Sal. Actual Days” checkbox and table field “adv_sal_actual_days” - Remove “Monthly” from “Leave Entitlement” combo - Remove “Include in Service Length” and table field “include_in_service_length”
  
  27298 - Leave Location Grade Setup(HRS_S023)
  - Leave Allowed for no. of Time within specified Days 1. Add new fields, “Allowed No. of Time” and “Allowed No. of Time within Days”. - “Allowed No. of Time” will use to how many time employee can apply leave - “Allowed No. of Time within Days” will use to how many time employee can apply leave within no. of days - For example: If the parameter set for Annual Leave that are “Allowed No. of Time” is 3 and “Allowed No. of Time within Days” is 365 it's mean Employee can apply the Annual leave 3 times in 365 days. If Employee want 4th time Annual leave then system will not allow. Leave Allowed for period Days/Hours within specified Days 2. Add new fields, “Allowed period Days/Hours” and “Allowed period within days”. - “Allowed period Days/Hours” will use to how much leave days/hours employee can avail - “Allowed period within days” will use to how much leave days/hours employee can avail within the no. of days. - For example: If Short leave have this setting “Allowed period Days/Hours” = 4 and “Allowed period within days” is 7 and Employee Apply the leave it's mean Employee can avail the 4 hours maximum leave within 7 days. If employee want more then 4 days then system will not allow him to enter the leave within 7 days. Note: Implementation will be in Apply Leave (ESS) and Request for Leave (HCM) pages Proposed Fixed Final

  ---

  Allowed No. of Time Applying Limit Apply No. of Time Allowed No. of Time within Days Applying Limit within Days Apply No. of Time Within Days

  Allowed period Days/Hours Amount of Leave Apply No. of Qty. Allowed period within days Amount of Leave within Days Apply No. of Qty within Days
  
  23833 - Payroll Groups(PAY_S029)
  - Enable pagination in location combobox.
  
  30874 - Overtime خارج الدوام(Overtime)
  - Remove the Decision No. and Decision Date Columns from the Screen.
  
  29321 - TOM Attendance Service Registration Setup(TOM_S028)
  - Provide the new Setup that will do the Registration of Processor ID for SmartHCM Attendance Service for Windows. In this screen following fields should be provided 1. Processor ID (User define text filed and it will be unique) 2. Description (Detail description for the Server Machine where the Service will be installed) 3. Active (Check box by default it will be Checked)
  
  29539 - Tom Registration(Tom_s026)
  - Remove the Attendance Machine - TOM_S026 Screen from the TOM Module.
  
  27490 - Late Approval(TOM_S011)
  - HCM-> late approval Screens should populate from and to date automatically when the page is loaded
  
  27155 - Employee Basic Information(HRS_S185)
  - Employee screen should give proper message for validation
  
  27128 - Request For Leave(HRS_S034)
  - Provide the functionality of Leave Day Type parameter that is available in the Leave Location Grade Setup. If the Leave Day Type is set to Calendar then holidays will be include and if the Working is set then exclude the holidays. The holidays is available in the holiday setup
  
  29785 - Overtime Approval(TOM_S014)
  - Remove the Overtime Approval TOM_S014 Screen from the SmartHCM Application.
  
  30941 - Time Slot(TOM_S003)
  - Incorporate the front-end of Two Date Flag functionality in the SmartHCM ver. Dev.
  
  29542 - Attendance File Format Setup(TOM_S001)
  - 1. Change the Combo Box from “Machine Name” to “Format Name” in the First Panel. Columns are in the Combo Box like “Format Id”, “Format Name” and “Separator Type”.

  2. Add the new Text Field named “Format Name” in the Second Panel.

  3. Change the Combo Box Name from “File Type” to “Separator Type”. Data will be liked “Fixed Length”, “Tabs” and “Others”. - When the user selects “Others” then new Text Field will be shown besides the Combo Box and user can enter in the Field like “, (Comma)”, “; (Semi Colon)”, “: (Colon)”, “- (Dash)”, etc.
  
  25543 - General Work(GEN)
  - Incorporate hierarchal Workflow
  
  30039 - General Work(GEN)
  - Remove Notification Setup & Notification Message from activity menu.
  
  29367 - Employee Attendance(PAY_S010)
  - Increase the size of Attend Value in Employee Attendance. Currently it is 5,2. It should be 10,2
  
  29292 - Absent Approval screen(Absent Approval screen)
  - Create New Screen Absent Approval screen.
  
  30268 - Daily Attendance Screen (Daily Attendance)
  - Functionality of “Two Date Flag” should be worked correctly in the “Daily Attendance” Screen. Must be covered all “Cases / Scenarios”.

  - “Attendance” and calculation of (“Late Minutes”, “Early Departure Minutes”, “Extra Hours” and “Remarks”) should be shown correctly.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  27305 - Apply Leave “طلب إجازة”(Apply Leave)
  - Leave Allowed for no. of Time within specified Days 1. Add new conditions on these fields, “Allowed No. of Time” and “Allowed No. of Time within Days” as per Leave Location Grade wise setup.

  - “Allowed No. of Time” will use to how many time employee can apply leave
  - “Allowed No. of Time within Days” will use to how many time employee can apply leave within no. of days
  

  - For example: If the parameter set for Annual Leave that are “Allowed No. of Time” is 3 and “Allowed No. of Time within Days” is 365 it's mean Employee can apply the Annual leave 3 times in 365 days. If Employee want 4th time Annual leave then system will not allow.
  

  Leave Allowed for period Days/Hours within specified Days 2. Add new conditions on these fields, “Allowed period Days/Hours” and “Allowed period within days” as per Leave Location Grade wise setup.

  - “Allowed period Days/Hours” will use to how much leave days/hours employee can avail
  - “Allowed period within days” will use to how much leave days/hours employee can avail within the no. of days. 
  

  - For example: If Short leave have this setting “Allowed period Days/Hours” = 4 and “Allowed period within days” is 7 and Employee Apply the leave it's mean Employee can avail the 4 hours maximum leave within 7 days. If employee want more then 4 days then system will not allow him to enter the leave within 7 days.
  

  
  
  30154 - General Work(GEN)
  - Multiple Database connections in single ESS version
  
  27736 - e-Bank File Setup(PAY_S054)
  - 1. Provide the new setup as per the attached prototype.

  2. Total 3 panel would be in this setup as following

  i) Bank Info (Bank code (Combo box)  and Bank Name (Display only))
  ii) Bank File Columns (Column Sequence (Auto generate display only field), Column Description (User define text field), Value (Combo box with specified data) and further one more column as per the Value's data)
  

  iii) Allowance / Deduction (ADCode, Description, Default Behavior)

  
  3. Following are the possible values for “Values” combo Bank Code Bank Account Number ADCode Sequence No (Auto Number) Employee Name Employee Permanent Address Employee Temporary Address National ID

  4. Default Behavior should be show the “Addition” for Allowances and “Subtraction” would be shown for Deductions
  
  30297 - Overtime Approval(TOM_S029)
  - 1. Change the column name from “Attend Time” to “Attended Time”.

  2. If the user change the “Overtime Hours” manually then changes should be highlighted with Red color.
  
  29462 - Loan Manual Reschedule(PAY_S051)
  - Redesign the Loan Manual Reschedule Screen as per the standards.
  
  27310 - Request For Leave(HRS_S034)
  - Leave Allowed for no. of Time within specified Days 1. Add new conditions on these fields, “Allowed No. of Time” and “Allowed No. of Time within Days” as per Leave Location Grade wise setup. - “Allowed No. of Time” will use to how many time employee can apply leave - “Allowed No. of Time within Days” will use to how many time employee can apply leave within no. of days

  - For example: If the parameter set for Annual Leave that are “Allowed No. of Time” is 3 and “Allowed No. of Time within Days” is 365 it's mean Employee can apply the Annual leave 3 times in 365 days. If Employee want 4th time Annual leave then system will not allow.

  Leave Allowed for period Days/Hours within specified Days 2. Add new conditions on these fields, “Allowed period Days/Hours” and “Allowed period within days” as per Leave Location Grade wise setup. - “Allowed period Days/Hours” will use to how much leave days/hours employee can avail - “Allowed period within days” will use to how much leave days/hours employee can avail within the no. of days.

  - For example: If Short leave have this setting “Allowed period Days/Hours” = 4 and “Allowed period within days” is 7 and Employee Apply the leave it's mean Employee can avail the 4 hours maximum leave within 7 days. If employee want more then 4 days then system will not allow him to enter the leave within 7 days.

  24080 - Training Budget(HRS_S120)
  - Incorporate Training Budget
  
  30291 - Overtime Suggestion Report(TOM_R011)
  - Functionality of “Two Date Flag” should be worked correctly in the “Overtime Suggestion” Report. Must be covered all “Cases / Scenarios”.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  30287 - Individual Time Sheet*(TOM_R002)
  - Functionality of “Two Date Flag” should be worked correctly in the “Individual Time Sheet” Report. Must be covered all “Cases / Scenarios”.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  27489 - Missing In/Out Time(TOM_S010)
  - missing/in out add two new field from data (should be the last payroll date )and t0 date(current)that will populated values automatically when the screen is loaded
  
  28666 - Organization Documents(HRS_S158)
  - Provide the check box Show in ESS in Organizational document. It will show the Document in ESS Policies & Document widget.
  
  28705 - General Work(GEN)
  - Remove the following activities

  ESS_H037 - Reports ESS_R004 - Tax Slip ESS_S004 - Employee ESS Settings PAY_S044 - Loan Exemption Process
  
  31482 - Leave Location Grade Setup(HRS_S023)
  - Add the Entitlement Balance Slab in the Copy Record window.
  
  23275 - Dashboard(Default.apx)
  - Create the new Database procedure name “GET_LEAVE_TYPE_WITH_BAL” in “ESS_DASHBOARD_PKG” to show the Leaves and their current balances. Only show the balanced based leaves with following columns

  1. Leave Type (Leave type name should be show as per User's selected language) 2. Balance
  
  24275 - Apply Leave “طلب إجازة”(Apply Leave)
  - Currently user unable to apply the leave in advance. Following customization will allow user to apply the leave in advance, in this scenario system will generate the negative leave balance and these balances will auto update on Leave entitlement. Advance leave applicable on the balance based leaves (Annual / Frequency types of leave) and Leave should be limited.

  1. If “Allow Advance Leave” parameter is “Yes” in Leave Location Grade Setup then show the message if the leave balance is not enough when applying the leave.

  2. The message will be “Leave balance is not enough do you want to apply the leave in advance”. Allow negative balance in this case.

  3. Create the negative balance and show the negative balance to the User. For Example: Current balance is 20 and user wants to apply the leave for 30 then the 30-20 = -10. Minus 10 balance will be update in the Leave Balance table.
  
  28727 - Portal Main Page(MAIN)
  - 1. Open the new system default code to show the Hierarchical Workflow in the Dashboard widget for “Organogram chart” i.e. “ORGANOGRAM_CHART”. In this System default parameter user will define the Hierarchical Workflow ID.

  2. Show the “Organogram chart” link in the Dashboard Widget as per System default “ORGANOGRAM_CHART” defined code from Hierarchical Workflow.

  3. When click on this link show the Organogram chart in Hierarchical way in new page.
  
  27634 - General Work(GEN)
  - About page not showing in ESS .Please Make its availability.
  
  27308 - Leave Status Detail “التفاصيل الإجازة”(List of Leave Detail)
  - When change the no. of Days / No. of Hours then check the following conditions that is implemented in the Apply Leave page.

  
  Leave Allowed for no. of Time within specified Days 1. Add new conditions on these fields, “Allowed No. of Time” and “Allowed No. of Time within Days” as per Leave Location Grade wise setup. - “Allowed No. of Time” will use to how many time employee can apply leave - “Allowed No. of Time within Days” will use to how many time employee can apply leave within no. of days

  - For example: If the parameter set for Annual Leave that are “Allowed No. of Time” is 3 and “Allowed No. of Time within Days” is 365 it's mean Employee can apply the Annual leave 3 times in 365 days. If Employee want 4th time Annual leave then system will not allow.

  Leave Allowed for period Days/Hours within specified Days 2. Add new conditions on these fields, “Allowed period Days/Hours” and “Allowed period within days” as per Leave Location Grade wise setup. - “Allowed period Days/Hours” will use to how much leave days/hours employee can avail - “Allowed period within days” will use to how much leave days/hours employee can avail within the no. of days.

  - For example: If Short leave have this setting “Allowed period Days/Hours” = 4 and “Allowed period within days” is 7 and Employee Apply the leave it's mean Employee can avail the 4 hours maximum leave within 7 days. If employee want more then 4 days then system will not allow him to enter the leave within 7 days.
  
  29490 - Payroll Process(PKG_PAYROLL_PROCESS)
  - 1. System should generate the Rate for Allowances either Payroll amount is being generated or not.

  2. In Monthly payment & Deduction : If Zero value defined for Deduction code then Payroll will not generate deduction for this code

  3. Employee Allowance and Deduction: If Zero value defined for Deduction code for “Fixed” type then Payroll will not generate deduction for this code
  
  27370 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Incorporate the new Tax rule that is defined in the attached Tax calculation file. Therefore, provide the new calculation as per the new field added in the Tax Slab screen that is “Fixed Tax”. The Tax calculation should be work as per “New Tax Calc.xlsx” file.

  
  Note: It is required for new Income Tax rule implementation
  
  27043 - Database work(Database)
  - 1. Define the Foreign key constraints HRS_EMPLOYEE_PERSONNEL table in following tables COM_ALERT_LOG COR_MESSAGE_CC_GROUP_EMPLOYEE COR_MESSAGE_TO_GROUP_EMPLOYEE ESS_EMP_PAYSLIP ESS_MOBILE_NOTIFICATION_MASTER ESS_PAYSLIP_ALLOWANCE ESS_PAYSLIP_DEDUCTION ESS_USER_DIARY HRS_APPLICANT_HIRING HRS_APPL_INTERVIEW_PANEL HRS_APPL_INTERVIEW_PANEL_DET HRS_APPRAISAL_RESULT HRS_EMPLOYEE_PERSONNEL HRS_EMP_ORG_DOCUMENTS HRS_EMP_PERK_TAXABLE HRS_EMP_PROMOTION HRS_JOB_HIST_TEMP OSP_ISSUE_CONVERSATION PAY_BACKDATED_ATTEND_ADJ PAY_DATA_UPLOAD_REJECTION_LOG PAY_EMP_TAX_ADJUSTMENT PAY_LOAN_GUARANTY_INFORMATION PAY_MONTHLY_PAYMENT_DEDUCT PAY_SUP_PAYROLL SEC_MOBILE_DEVICE_REGISTER

  2. Remove the following tables if not using in the System DATA_EMP_NAME hrs_employee_personnel_bank_bk DATA_PAY_EMP_RATE DATA_EMP_START_SAL
  
  27332 - Request For Leave(HRS_S034)
  - Currently user unable to apply the leave in advance. Following customization will allow user to apply the leave in advance, in this scenario system will generate the negative leave balance and these balances will auto update on Leave entitlement. Advance leave applicable on the balance based leaves (Annual / Frequency types of leave) and Leave should be limited.

  
  1. If “Allow Advance Leave” parameter is “Yes” in Leave Location Grade Setup then show the message if the leave balance is not enough when applying the leave.

  
  2. The message will be “Leave balance is not enough do you want to apply the leave in advance”. Allow negative balance in this case.

  
  3. Create the negative balance and show the negative balance to the User. For Example: Current balance is 20 and user wants to apply the leave for 30 then the 30-20 = -10. Minus 10 balance will be update in the Leave Balance table.
  
  24077 - Exit Interview(HRS_S116)
  - Incorporate Exit Interview
  
  29106 - Letter Tag Setup(HRS_S129)
  - Provide following tag for letter module

  o Employee National ID / Iqama o Employee Nationality o Employee National ID / Iqama Expiry date o Today Gregorian Date in Arabic language o Employee Direct Manager o Auto-generated number [can be unique for each new letter]
  
  29448 - Overtime Suggestion(TOM_S012)
  - Copy the Overtime Screen from SmartESS Application to SmartHCM Application.
  
  29463 - Standard Issues of Screens(Standard Form work)
  - Redesign the Copy Records Window everywhere in the Application as per the standards.
  
  24100 - Document Type Setup(HRS_S156)
  - Incorporate Document Type Setup
  
  28483 - Dashboard(Dashboard)
  - Widgets color should auto change when change the Theme
  
  28667 - Dashboard(Dashboard)
  - Provide the new TAB “Policies & Document” in “Announcement” widget in ESS Dashboard. Only show the document those are active for ESS in Organizational Document.
  
  28475 - Dashboard(Dashboard)
  - Show the Recent task menu in Company Policy widget and change the name for this widget to Recent Task
  
  29978 - General Work(GEN)
  - Incorporate the project in product for Product Installation package
  
  24302 - Leave Location Grade Setup(HRS_S023)
  - 1. Remove the grid from the second panel 2. Provide the Leave Type filter in first panel and filter the record in second panel 3. Redesign the second panel's form based style panel 4. Proper place the field in second panel those depended on each other. For example, “Entitlement Day/Hour:” should come right below “Entitlement Limit:” 5. “Prorate Entitlement” check box should be enable now system showing disabled 6. Encashment check box not enabling the depend fields some time when Edit the record
  
  29314 - Backdated Attendance Adjustments(PAY_S022)
  - Provide the Month Year calendar. Now system showing date calendar for “Select Date”. Change the label “Select Date” with “Payroll Month” “Payroll Month” should be “MM-YYYY” format For Hijri Payroll Calendar do not show the Gregorian Calendar
  
  30371 - قائمة طلبات الإجازة Leave Status for Applicant and Supervisor(List of Leave)
  - Remove the Action For Radio Buttons named Forward and Approver from the Filter Panel of this Screen. After that screen should be worked properly.
  
  28078 - Employee Information الـمــوظــف(Employee Information)
  - Show the Temp. Job Assignment Position with it's department
  
  30361 - Portal Main Page(MAIN)
  - In the “Policies and Document” Widget:

  1. Change the Columns Name from “Document” to “File Name” and from “Document Type” to “Document Description”.

  General Task:

  1. Vertical Line should be shown in all Grid based “Widgets” in the “Home” Page.
  
  29922 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Payroll process should not generate the Allowances and Deduction if Employee with Stop status.
  
  28966 - Employee Basic Information(HRS_S185)
  - Provide new tab Checklist will have Grid having columns Task (display only), Done Status (checkbox), Done Date and Remarks. All active tasks in the Grid will automatically be populated as per the Checklist Category selected. So, there should be setup Checklist Setup where checklist tasks would be defined under the checklist category. Also provide Active check in this setup.

  Instead of providing Done Status (checkbox), provide category wise setup based multiple checkbox option in dependent Grid.
  
  31447 - Request For Leave(HRS_S034)
  - If the Leave Type is “LOP” (Defined in the System Default) then do not allow to enter the leave before and after current Payroll month.

  For example: If the Final payroll run is Jan-2017 and Leave from “25-DEC-2016” to “15-JAN-2017”. System should not allow this period. System should allow in this case from “21-JAN-2017” due to the Payroll cut off date is 20. Therefore, the end date must not be greater “20-FEB-2017”.
  
  30097 - Employee Status(HRS_S011)
  - Remove the Columns named Template Decision Type, Notification and Notification Days from the Screen.
  
  27230 - Locations(SET_S002)
  - Provide the new field for “Logo” and provide the upload button to save the image in the logo field. Remove the logo image and change the image should be available. Logo field should be available on Geo location hierarchy.
  
  27229 - Module Activity Setup(SEC_S001)
  - Provide the new text field for Help that is “Help URL” in database table. Do not provide it in front end.
  
  29541 - Machine Attendance Loading (TOM_S018)
  - 1. Change the Field Name from “Machine Load No.” to “Load No.” in the First Panel.

  2. “Load No.” will be generated only when the “File” will be uploaded manually by this Screen.

  3. Add the new Fields in the First Panel named “File Load Date From” and “File Load Date To”. User can view the data of “Automatic Load Files” from “Utility” by using these “Date” fields.

  4. Change the Field Name from “Date” to “Attendance Date From” and “Attendance Date To” in the First Panel.

  5. Change the Combo Box from “Select Machine Setup” to “Select File Format” or “Select Machine Format” in the Second Panel. All defined formats will be shown in this Combo Box.

  6. Add the new Column named “Load Date and Time” at the end in the “Loaded Attendance” Tab.
  
  27722 - Overtime Suggestion(TOM_S012)
  - 1. Provide the display only field “Overtime Type” it will show the “Before” or “After” status for overtime and store it in the database.

  2. Only “Hours Approved” field should be enable to enter the no. of hours all other field should be disabled.
  
  28474 - Dashboard(Dashboard)
  - Remove the “Logout” button from top in Dashboard and provide the option for Logout under the Username menu.

  Remove the “Language” and “Theme” change option from Username menu and provide the separate menu beside the Username menu for both “Language” and “Theme”. But both menu should be show as a menu do not show the combo box for Language
  
  30808 - General Work(GEN)
  - Attendance Utility must include .Net 4.5.2 offline installer. Currently, it is installing from Internet only. If Internet is not available then Utility asking this .Net 4.5.2 installer error.
  
  28685 - General Work(GEN)
  - Remove rounding of basic salary from Employee Increment, Annual Increment Process, Employee information screen and Job information
  
  27997 - General Work(GEN)
  - Change the design as per new provided design. Sample design is attached
  
  28908 - General Work(GEN)
  - Create the new Windows Service for client side. This Windows service will be installed on the Client system where the actual Attendance file will be exists. All the default features will be available in this Windows Service that are start date, Frequency, Time etc.

  Provide the Web Service that will use to upload the data. This Web Service would be used from Windows Service. Windows Service will use this Web Service to upload the data on target SmartHCM Database Server.

  All the required security would be consider to implement in Web Service while transfer the data into the Database Server.

  Upload attendance file (new utility) a This utility will be installed where attendance machine file exists. This utility will upload attendance file to HCM on particular time frequency. Utility will have the options to define machine attendance file and path, SmartHCM web service path, Time frequency, delete file after upload (Y/N) and other parameter
  
  29522 - General Work(GEN)
  - Create the new Wiki pages for each Activity if not available and define the URL in Activity Setup

  Main Menu for Activities http://smarthcm.com/wiki/index.php?title=Screens
  
  27998 - General Work(GEN)
  - Change the design as per new provided design. Sample design is attached
  
  30098 - Job Basic Salary Editing(HRS_S165)
  - Change the Screen name / Activity name from Job Basic Salary Decision to Job Basic Salary Editing.
  
  28625 - Employee Basic Salary Editing (PAY_S042)
  - Remove “Start Basic Salary” and “Annual Start Basic Salary” as these fields are not applicable in current system. Also history grid not showing data and paging navigation not available in the Grid.

  Remove the auto rounding on Basic Salary
  
  28988 - Leave Location Grade Setup(HRS_S023)
  - 1. Remove the “Prorate Entitlement” check box

  2. Remove the “Prorate Entitlement” panel

  3. Fields width are truncating on when reduce the width
  
  27331 - Leave Location Grade Setup(HRS_S023)
  - Provide the new check box “Allow Advance Leave” with Yes/No value. It will allow the leave can take the Leave in advance.

  Field name in table should be “ALLOW_ADV_LEAVE”
  
  27367 - Tax Slab Marginal Tax Relief(PAY_S025)
  - Remove the Activity, it's table structure, from payroll process and remove where applicable

  Note: It is not required for new Income Tax rule implementation
  
  28079 - Tax Slab(PAY_S019)
  - in tax slap screen it donot take 0 value as input .if we add zero it shows error
  
  31451 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Add leave days in Absent ID that is defined in system default TOM_ABSENT_ATTEND_ID if the leave type is defined as a LOP (Defined in the System Default)
  
  28425 - Job Information(HRS/HRS_S163)
  - Remove the auto rounding in Job Basic Salary. System should allow any value either precision or without precision and do not auto round on last digit.
  
  29527 - Job Information(HRS/HRS_S163)
  - Provide the new filed for display only that will show the complete Organization hierarchy and Geo location hierarchy with “/” separated same as available in Employee Information screen for Geo/Organization location.

  Also show in the History panel for both Org and Geo location.
  
  30290 - Missing In/Out Report(TOM_R009)
  - Functionality of “Two Date Flag” should be worked correctly in the “Missing In/Out” Report. Must be covered all “Cases / Scenarios”.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  30288 - Shift Transfer Report(TOM_R008)
  - Functionality of “Two Date Flag” should be worked correctly in the “Shift Transfer” Report. Must be covered all “Cases / Scenarios”.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  30282 - Shift Transfer(TOM_S008)
  - Functionality of “Two Date Flag” should be worked correctly in the “Shift Transfer” Screen. Must be covered all “Cases / Scenarios”.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  27150 - Attendance File Format Setup(TOM_S001)
  - 1. Provide the new panel in top to show the following fields. Machine / File Name (Machine ID, Machine Name, File Name) ( The data will come from the “Attendance Machine” Setup). It will use to filter the second panel.

  2. Provide the new field with following values

  - Comma Separated File
  - Fixed Length File
  

  3. If the “Comma Separated File” will select then hide the “length” field and show the “Position” field. The position field will use to specify the column position in the comma separated file. Do not allow the same position in more then one column.

  4. If the “Fixed Length File” will select then show the “length” field as well as the “Position” filed

  Note: Both file format for each Machine/File Name. If the “Comma Separated File” is defined then check the file must be comma separated and the column position must be available as per defined position.
  
  24101 - Organization Documents(HRS_S158)
  - Incorporate Organizational Documents
  
  27106 - User Profile(SEC_R002)
  - 1. Convert screen as per standard designing 2. Remove the Custom Print button
  
  28725 - Dashboard(Dashboard)
  - 1. Open the new system default code to show the Hierarchical Workflow in the Dashboard widget for “Organogram chart” i.e. “ORGANOGRAM_CHART”. In this System default parameter user will define the Hierarchical Workflow ID.

  2. Show the “Organogram chart” link in the Dashboard Widget as per System default “ORGANOGRAM_CHART” defined code from Hierarchical Workflow.

  3. When click on this link show the Organogram chart in Hierarchical way in new page.
  
  28477 - Dashboard(Dashboard)
  - Redesign the About page and show the small window/popup window to show the About Page. Now system is showing in whole page.

  Change the Hcm Version No. to “Version” and “Database No.” to “Database”. Remove the “Hcm Patch No.”.

  Change the label from “Email” to 'email”

  Change the label from “This Product is Licensed under the SmartHCM Ltd License Terms to: “ to “This Product is Licensed to”
  
  28476 - Dashboard(Dashboard)
  - Move the position for “SmartHCM” widget from dashboard to on Top right Show the data from the SmartHCM”website. In this regard the new Page should be develop and show data in this widget
  
  30359 - Loan Exemption Process(PAY_S044)
  - Change the Screen Name/Activity Name from Loan Exemption Process to Loan Waive Process.
  
  27492 - Loan Exemption Process(PAY_S044)
  - Loan Exemption process Provide month,Year calendar in Gregorian
  
  29585 - Leave Location Grade Setup(HRS_S023)
  - Amount of Leave Within Field should be a non-mandatory Field.
  
  30278 - Summary for Attendance(Attendance Summary)
  - Functionality of “Two Date Flag” should be worked correctly in the “Attendance Summary” Screen. Must be covered all “Cases / Scenarios”.

  - Calculation of (“Present”, “Absent”, “Late/Early Departure Count”, “Missing Count”, “Late Minutes”, “Early Departure Minutes”, “Extra Hours”, “Late/Early Departure Approved”, “Missing Filled” and “Manual Attend”) should be shown correctly.

  Note: In “Time Slot” Screen, you may set value of “Two Date Flag” Column will be “Yes” and Value of “Attendance Date” Column will be “Start Time” or “End Time” for any “Time Slot”. Developer level Testing should be done also.
  
  26748 - Payslip ملخص الرواتب(PaySlip)
  - Value should show in two Decimal Places maximum for Total Allowances, Total Deductions and Net Salary. This case applicable in case of the Decimal value is allowed in the Payroll group setup.
  
  28688 - Payroll Process(PKG_PAYROLL_PROCESS)
  - Minimum Amount Parameter of Location Grade Allowance Deduction is also applying the value we defined in Employee Allowance and Deduction. So, this parameter should not overwrite the value we defined in Monthly Payment and Deduction and Employee Allowance and Deduction.
  
  24079 - Recruitment Budget(HRS_S119)
  - Incorporate Recruitment Budget
  
  24078 - Head Count Budgeting(HRS_S118)
  - Incorporate Head Count Budgeting
  
  28466 - Applicant Interviews(HRS_S112)
  - 1. Remove “Administration”, “Division” and “Unit” and show like showing in “Employee” (HR\Admin\....) in all Recruitment Module Screen.

  2. Remove column “Description”. Rename “Rating ID” as “Rating”. Rating description should be shown in this column

  3. Interview Information Panel is not enabled after saving the Applicant Interview record

  4. Remove “Budgeted” field
  
  28965 - Recruitment Request Form(HRS_S107)
  - Remove Last Req. Date field and add Expected Date of Joining instead of.
  
  27723 - Overtime Approval(TOM_S014)
  - 1. Provide the display only field “Overtime Type” it will show the “Before” or “After” status for overtime and store it in the database.

  2. Disable the “Add” and “Delete” button

  3. Enable the Edit / Amend button
  
  29786 - Overtime Suggestion(TOM_S012)
  - Remove the Overtime Suggestion TOM_S012 Screen from the SmartHCM Application.
  
  29532 - Standard Issues of Screens(Standard Form work)
  - Remove the Administration, Division and Unit fields and provide one filed for Organization Location same as in Employee Information Screen. Same for Geo Location. Also show in the History panel for both Org and Geo location where applicable

  Note: do this work in whole application where applicable.
  
  29213 - General Work(GEN)
  - Provide quick search feature in SmartHCM
  
  29543 - General Work(GEN)
  - Create the “Utility” to take / fetch automatically the “Multiple Attendance Files” with different “Formats” from different “Machines” and put these “Files” into the “Application Server”.

  Features of the “Utility” will be:

  - user can set “Intervals”. - user can “Start / Stop” the “Scheduler”. - “Log” should be maintained. - Support multiple “Formats”. - “Security” should be provided.
  
  27995 - General Work(GEN)
  - Change the design as per new provided design. Sample design is attached
  
  27231 - General Work(GEN)
  - Show the Company logo in each report as per attached image with the selected company. If the select company have not the logo image then check it's parent company logo if image is available in parent company then show that image
  
  27104 - General Work(GEN)
  - Remove the Decision in over all application's screen/setup. Temporary block the code
  
  30040 - General Work(GEN)
  - Remove Notification Setup & Notification Message links from SmartHCM - Wikipedia.
  
  30835 - Leave Location Grade Setup(HRS_S023)
  - Add the Leave Entitlement Slab-wise, option to define “Leave Entitlement Slabs” w.r.t the “Service Length”.

  - Provide the new panel for “Balance Entitlement Slab” in Leave Location Grade Setup.

  - Remove the “Entitlement Day/Hour” field from Leave Location Grade Setup.
  
  25974 - Leave Type(HRS_S021)
  - Remove calendar color and calendar description fields
  
  24161 - Employee OverTime Hours(PAY_S012)
  - Screen Employee OverTime Hours should incorporate product standards.
  
  29876 - Absent Approval screen(Absent Approval screen)
  - Change the Name of Screen from the Absent Approval to Manual Attendance in the Menu of TOM Module. Also, from the Title Bar of the Screen.
  
  29875 - Manual Attendance(Manual Attendance)
  - Remove the old Manual Attendance Screen from the TOM Module of the SmartESS Application.
  
  26013 - قائمة طلبات الإجازة Leave Status for Applicant and Supervisor(List of Leave)
  - Only 5 records showing per page, should show 100 records
  
  25886 - قائمة طلبات الإجازة Leave Status for Applicant and Supervisor(List of Leave)
  - 1. Provide searching on Employee 2. Position combo in search panel is not showing all positions