SmartESS Release Notes 3.1.7.0 MP32

From SmartHCM Wiki
Jump to navigation Jump to search

SmartESS 3.1.7.0 MP32 Release

Release Date: 21-Oct-2024

Module Version: 3.1.7.0 MP32

Maturity Status: QA Approved

Compatibility

Application Version
SmartHCM MP32 4.1.7.0
SmartHCM Flutter Mobile App. (Android) 2.1.0.0
SmartHCM Flutter Mobile App. (iOS) 1.0.4.0
SmartHCM e-Recruitment 2.1.1.4
SmartHCM Webservice 2.3.8.0
SmartHCM Attendance Uploading Utility 1.1.5.0
SmartHCM Notification Sender Utility 1.0.1.0
SmartHCM WebAPI 1.0.1.4

Features

  • Bulk Action Feature in Request Management System - (Manage Request):

The Request Management System now offers bulk action, allowing users to approve, reject, or forward multiple requests in one click.


Bulk Forward/Approve/Reject: Supervisors can now perform (Forward, Approve, or Reject) actions on multiple requests at once. This can be done for requests of a Single Request Type, making mass management of similar requests quick and easy.

Select All Option: A Select All checkbox is now available, enabling users to select all requests of the same type on the screen with a single click. This allows for easy bulk processing of requests.

Select Specific Requests: Supervisors can also choose to select specific requests (either individually or in smaller batches) for (Forward, Approve, or Reject) actions. This provides flexibility and control over the actions performed on requests.


Benefits:

Increased Efficiency: Reduces manual effort by allowing bulk processing of requests. Time-saving: Supervisors can now quickly handle large volumes of similar requests without the need to select each one individually. Greater Control: Supervisors have the flexibility to either select all requests or just a few, based on their preference.


How to Use:

  • Navigate to the Manage Request screen.
  • Choose the Request Type for which you want to perform bulk actions.
  • Use the Select All checkbox to select all similar requests or manually check individual requests.
  • Once the desired requests are selected, choose the appropriate action (Forward, Approve, Reject).
  • Confirm the action to apply it to the selected requests.


Impact: This enhancement will significantly reduce the time spent by Supervisors in managing requests, making it easier to handle multiple requests with similar actions at once.


  • Automatic Attendance Marking for Night Shift Requests - (Manage Request):

Automatic attendance marking now covers night shift requests across two dates upon approval, extending beyond the previous day shift support.


The system now supports automatic attendance marking for missing check-in/check-out requests in night shifts (spanning two dates) upon approval from the Manage Request screen. Previously, this feature was only available for day shifts (single date shifts).


  • Automatic Time Slot Adjustments and Attendance Calculations - (Employee Wise Roster):

Automatic time slot updates on the Employee Wise Roster screen now adjust late minutes, present/absent hours, and other time calculations instantly, eliminating the need for manual attendance reloading.


When an employee's time slot is updated in the Employee Wise Roster screen after their arrival, the system will automatically apply the relevant late minutes, present hours, absent hours, and other time- related calculations. This eliminates the need to reload attendance through the Machine Attendance Loading screen, which was previously required.

Enhancements

  • Employee Wise Roster - Employee Wise Roster: New messages have been added to the screen for the "Save", "Copy Record", and "Delete" buttons.
  • Apply Leave - Apply Leave: System has been allowed to attach ".eml" extension files.
  • Daily Attendance - Daily Attendance: When any attendance is adjusted from the applied RMS request, the "Request ID" becomes visible under the "Attendance" column, concatenated with the name of the user who approved the request.
  • Attendance Adjustment - Attendance Adjustment: When any attendance is adjusted from the applied RMS request, the "Request ID" becomes visible under the "Attendance" column, concatenated with the name of the user who approved the request.
  • Overtime Approval - Overtime Approval: In the "Approved" status, when any overtime has been approved through RMS integration, the approver's name becomes visible in the "Action By" column, with the "Request Id" concatenated with the user's name.
  • Loan Plan - Loan Plan: 1. The "Paid Amount" and "Outstanding Amount" have been displayed in the "Master" block. 2. Data is now shown in "Ascending" order based on the "Installment Number".
  • Overtime Approval - Overtime Approval: A loader has been added when approving large data to ensure proper loading and to wait for successful completion.
  • Attendance Adjustment - Attendance Adjustment: A loader was added to improve loading and ensure successful completion when approving large data on the screen.
  • Daily Attendance - Daily Attendance: 1. Data has been set to sort in "Ascending" order by default based on "Attend Date". A new parameter "Daily Attendance Sorting" has been added to the "System Defaults" screen to configure this setup.
  • Dashboard - Dashboard: By clicking on the "Attendance Summary" widget on the "Home Page", users are now redirected to the "Attendance Summary" screen.
  • Daily Attendance - Daily Attendance: The "Information" icon has been added to the "Check-In/Check-Out" fields where multiple check-ins or check-outs exist.
  • Daily Attendance - Daily Attendance: 1. The "Sorting" field name has been renamed to "Sorting on Attend Date". 2. The names of the following fields have been updated: a. "Show Required Hours Detail" has been changed to "Show Required Hours Breakup"; b. "Show Present Hours Detail" has been changed to "Show Present Hours Breakup"; c. "Show Absent Hours Detail" has been changed to "Show Absent Hours Breakup".
  • Overtime Approval - Overtime Approval: 1. A summary field has been provided at the top of the page, displaying the sum of the selected overtime records. 2. On the screen, the "Overtime Summary" information has been shown with a data grid containing the overtime information a. "Total TOIL", b. "Total Overtime".
  • Attendance Adjustment - Attendance Adjustment: When the "Is Adjustable" checkbox has been unchecked and the attendance has been reloaded, it has retained the newly updated state.
  • Attendance Adjustment - Attendance Adjustment: When the user has unchecked the "Is Adjustable" checkbox on the screen, the system has automatically saved the data without requiring the "Save All" button to be pressed, and vice versa.
  • Overtime Approval - Overtime Approval: In the "Time Slot" screen, the "Overtime Minimum Hours" restriction has been provided. According to this value, overtime has not been calculated for "Extra Hours" less than the minimum limit.
  • Attendance Adjustment - Attendance Adjustment: On the "Detail" screen (when the Detail button has been clicked), a checkbox labeled "Is Adjustable" has been provided with each entry, with a default value of “True”. However, the user has had the right to change any of the detailed attendance entries from "True" to "False" or vise versa.
  • Attendance Adjustment - Attendance Adjustment: When the "Is Adjustable" checkbox has been checked or unchecked on the screen, suggestions have been set to "Pending" status in the "Generate Overtime Suggestions" screen.
  • Monthly Time Sheet Approval - Monthly Time Sheet Approval: An additional validation has been added for approving the screen : If the user's leave has been in a "Pending" state, the system has restricted the approval of the employee's monthly time sheet and has displayed a pop-up message, similar to other validations, stating "Leave is in pending state".
  • Monthly Time Sheet Approval - Monthly Time Sheet Approval: If the value has been showing in the "Overtime Hours" column only, then the system has shown a default value of "Zero" in the "TOIL" column and vice versa.

Fixed Issues

  • Overtime Approval - Overtime Approval: The labels of "Radio" buttons were not updated on the screen as "Daily Overtime" and "Cumulative Overtime".
  • List of Support Tickets - List of Support Tickets: The filters were not corrected to ensure they displayed data accurately.
  • Overtime Approval - Overtime Approval: When the overtime was approved via integration, the name of the user who approved the request was not displayed in the "Action By" column under the "Approved" status.
  • Apply Leave - Apply Leave: 1. When the user sets the validation for "Medical Certificate" option in the "Leave Location Grade Setup" screen, these validations were not properly reflected on this screen. 2. If the "Medical Certificate" was set mandatory, the error message was not improved.
  • Generate Request - Generate Request: 1. For the "Overtime Approval" requests, proper validation was not added; if the overtime was already in pending, approved, or processed status, new requests were allowed to be generated. 2. For overtime requests, proper validation was added in the RMS procedure; if the overtime was in withdrawn or rejected status, the system allowed the user to generate a new request. 3. For overtime requests, proper validation was added in RMS. The system only allowed users to apply for overtime if extra hours existed.
  • Daily Attendance - Daily Attendance: For "Overtime Approval" requests, validations were not working on the screen: 1. If the request was already in "Pending", "Approved", or "Processed" status, new requests were allowed to be generated. 2. If the request was in "Withdrawn" or "Rejected" status, the system were not allowed the user to generate a new request. 3. The system allowed users to apply for request if the "Extra Hours" were not existed.
  • Daily Attendance - Daily Attendance: When the user marked attendance from "Mobile App.", there was space exists between the "Location" and the "Value" in the "Detail" window.
  • Manage Request - Manage Request: 1. The "Attachment" was displayed in the "Forwarded" panel even the forwarder did not forward or attach any attachment. 2. When a request was forwarded, if the forwarder attached any attachments, they were not displayed in the "Detail" section.
  • Daily Attendance - Daily Attendance: On the "Detail" window, when the "Hijri Date" display was set to "No" in the "System Defaults" screen and if attendance was missing, the "Missing" column displayed "Hijri Date".
  • Manage Request - Manage Request: The user unable to edit the "Check-In/Check-Out" fields during forwarded and approved requests.
  • Overtime Approval - Overtime Approval: The user unable to increase the value against "Approved" records of overtime if the "Is it allowed to Approve Overtime/TOIL more than the actual extra hours?" checkbox was checked for the respective "Time Slot".
  • Daily Attendance - Daily Attendance: Last two columns were overlapping with the "Apply" button on the screen.
  • Login - Login: The "Arabic" translation for the "Password Expiry" heading and its related fields was not shown on the "Password Expiry" popup window.
  • Create Ticket - Create Ticket/Issue: The "Description" text box was not restricted to paste the images.
  • Manage Request - Manage Request: The "Requested By" and "Status By" combo boxes were not set to show all employees in it.
  • Overtime Approval - Overtime Approval: The "Day" name was not shown in the "Attend Date" column in the "Shift Timing" popup window.
  • Employee Wise Roster - Employee Wise Roster: The screen response was very slow when performing actions such as searching all records, saving records, authorizing multiple records, or copying records.
  • Manage Request - Manage Request: If the supervisor submitted an empty field during integration, the system was not used the last available filled field data to process the request.
Retrieved from "https://wiki.smarthcm.com/index.php?title=SmartESS_Release_Notes_3.1.7.0_MP32&oldid=12106"