Difference between revisions of "SmartHCM Release Notes 4.0.6.7 MP23.4"

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* <u>'''HRS_S030 - Employee Separation'''</u>: When "Edit" an "Unauthorized" record then that record was "Authorized" by system automatically.
 
* <u>'''HRS_S030 - Employee Separation'''</u>: When "Edit" an "Unauthorized" record then that record was "Authorized" by system automatically.
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* <u>'''HRS_S033 - Leave Balance'''</u>: "Leave Type" was not showing for some leaves.
  
 
* <u>'''HRS_S034 - Leave Request'''</u>: 1. "Daily" based leave was not working properly when an user selects "From Date" and enters "Days Requested" then system was showing wrong "To Date" against the "Leave Type". 2. Error message should be shown if "Leave" starts from "Off Day" or "Leave" ends on "Off Day".
 
* <u>'''HRS_S034 - Leave Request'''</u>: 1. "Daily" based leave was not working properly when an user selects "From Date" and enters "Days Requested" then system was showing wrong "To Date" against the "Leave Type". 2. Error message should be shown if "Leave" starts from "Off Day" or "Leave" ends on "Off Day".
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* <u>'''HRS_S167 - Employee Job Change'''</u>: When an user trying to "Add" a record and clicks on any "Combo box" then a runtime server error message "ORA-01795: maximum number of expressions in a list is 1000" was appearing on the screen.
 
* <u>'''HRS_S167 - Employee Job Change'''</u>: When an user trying to "Add" a record and clicks on any "Combo box" then a runtime server error message "ORA-01795: maximum number of expressions in a list is 1000" was appearing on the screen.
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* <u>'''HRS_S167 - Employee Job Change'''</u>: "Grades" were not showing more than "15" in the "Grade" combo box.
  
 
* <u>'''HRS_S185 - Employee Information'''</u>: Wrong alert message was showing in "Arabic" mode when user creates an "Employee".
 
* <u>'''HRS_S185 - Employee Information'''</u>: Wrong alert message was showing in "Arabic" mode when user creates an "Employee".
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* <u>'''HRS_S185 - Employee Information'''</u>: When query the record then data was not showing in the "Referee" tab even data was available. Data was showing in the "Referee" tab when clicks on the "Refresh" button of the "Paging Bar" in this tab. Kindly check all other "Tabs".
 
* <u>'''HRS_S185 - Employee Information'''</u>: When query the record then data was not showing in the "Referee" tab even data was available. Data was showing in the "Referee" tab when clicks on the "Refresh" button of the "Paging Bar" in this tab. Kindly check all other "Tabs".
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* <u>'''HRS_S207 - Pivot Table Reporting Tool'''</u>: "Show in ESS" toggle button was not working. All reports were showing in the "SmartESS" application even "Toggle" button was set as "Off".
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* <u>'''HRS_R060 - Employee Data Export'''</u>: The field name (on the screen) and column name (in the report) have been changed from "Job Wise Basic Salary" to "Basic Salary".
  
 
* <u>'''PAY_S017 - Monthly Data Upload'''</u>: System was taking too much time to upload data from this screen.
 
* <u>'''PAY_S017 - Monthly Data Upload'''</u>: System was taking too much time to upload data from this screen.

Revision as of 12:52, 4 November 2020

SmartHCM 4.0.6.7 MP23.4 Release

Release Date: 27-Oct-2020

Module Version: 4.0.6.7 MP23.4

Maturity Status: QA Approved

Compatibility

Application Version
SmartESS MP23.4 3.0.6.5
SmartHCM Mobile App. (Android) 2.3.5.0
SmartHCM Mobile App. (iOS) 1.3.1.0
SmartHCM e-Recruitment 1.0.1.0
SmartHCM Webservice 2.2.9.0
SmartHCM Attendance Uploading Utility 1.0.0.4
SmartHCM Notification Sender Utility 1.0.0.0

Enhancement

  • ESS_S005 - ESS Specific Activity Rights: 1. A new column (Check Box) namely “View Self Record” has been provided in the "1st" panel of the screen. This "Check Box" is enabled only for the following "Activities": i. Attendance Adjustment ii. Overtime Approval iii. Monthly Time Sheet Approval iv. Late & Early Departure Approval 2. Also, a new column (Check Box) namely “View Self Record” has been provided in the "2nd" panel of the screen. This "Check Box" is enabled/disabled on the following conditions: - If user selects "Specific Include" from the "Activity Rights" combo box in the "1st" panel then this "Check Box" should be enabled. - If user selects "Specific Exclude" from the "Activity Rights" combo box in the "1st" panel then this "Check Box" should be disabled and unchecked as well.
  • HRS_S023 - Leave Location Grade Setup: 1. A new check box parameter “Ask Alternative Employee suggestion” has been provided in the screen. 2. A new check box parameter “Alternative Employee Mandatory” has been provided also. This parameter will be shown if “Ask Alternative Employee suggestion” will be checked.
  • HRS_S023 - Leave Location Grade Setup: 1. The new "Ask Alternative Employee suggestion" check box is showing disable and check box is unchecked if the user checks "This is hourly based leave" check box. 2. Also, these new parameters "Ask Alternative Employee suggestion" and "Alternative Employee Mandatory" have been copied to other "Locations" and "Grades" by "Copy Records" functionality.
  • HRS_S185 - Employee Information: The "Cross" button has been provided on the "Shift" combo box to remove the selected shift from the field.
  • HRS_S185 - Employee Information: A new display-only field namely "Employee Bank IBAN" has been added in the "Bank Details" panel of the screen.
  • HRS_S189 - Employee Bank: A new column (Text Field) namely "Employee Bank IBAN" has been provided before the "Company Bank" column in the screen.
  • HRS_S207 - Pivot Table Reporting Tool: A new report namely "Employee Payroll Attendance" has been added in the "Pivot Table Reporting Tool" screen. Also, data will be shown in the report as per the rights defined in the "User Profile" screen.
  • HRS_S207 - Pivot Table Reporting Tool: "Reset" option ("Cross" button) has been given for "Aggregate Field" combo box.
  • PAY_S009 - Payroll Parameters: 1. New "Check Box" parameter namely “Required Monthly Time Sheet Approval” has been provided; having values (Y / N). 2. After pressing “Add All” button, system will ask now “Required Monthly Time Sheet Approval” value to set for all records.
  • PAY_S020 - Payroll Process: System allow the "Payroll Process" on "Provisional Run" and it will not check the "Approved" status in the "Monthly Time Sheet Approval" screen. "Approved" status will be checked only on the "Final Run".
  • PAY_S020 - Payroll Process: 1. "Payroll Process" will not execute "Final Run" if any one of the employee in "Payroll Group" required "Monthly Time Sheet Approval" and it is in "Pending" status. "Payroll Process" will show the "Pending Status Employees List" on the screen. 2. "Payroll Process" will generate the "Salary" as per the locked "Monthly Time Sheet Approval" screen for those employees where “Required Monthly Time Sheet Approval” check box is set as “Yes” in the "Payroll Parameters" screen.
  • PAY_S034 - Payroll Inquiry: A new "Get Data" button has been provided. It will be enabled when "Employee" and "Pay Month" are chosen. Also, it will reload latest data.
  • PAY_R025 - Reconciliation Statement: A new customization has been provided in this report: Three new "Check Boxes" are provided in the "Report Parameter Form" after the “Show Difference Only” check box. All check boxes are checked by default. These check boxes are available only when “Show Difference Only” check box is unchecked. - Show “Salary Reconciliation – Summary” report, - Show “Current Month Employees Turnover Details” report, - Show “Detailed Reconciliation” report. If anyone above check box is checked then “AD Codes” filter will be hidden. As per the selected check box(es), its respective report(s) are showing in existing "Reconciliation Statement" report. All these reports data are showing as per the selected filter criteria.
  • PAY_R025 - Reconciliation Statement: A new report namely "Salary Reconciliation – Summary" has been created under this report. It is used to show the difference of total "Net Salary" and "No. of Employees" in b/w two "Payroll Months".
  • PAY_R025 - Reconciliation Statement: A new report namely "Current Month Employees Turnover Details" has been created under this report. It is used to show the data in two sections (Addition / Deletion). "Addition" section will show the list of employees whose are exists in "Current Month" but were not exists in "Previous Month". "Deletion" section will show the list of employees whose are not exists in "Current Month" but were exist in "Previous Month".
  • PAY_R025 - Reconciliation Statement: A new report namely "Detailed Reconciliation" has been created under this report. It is used to show the difference of total amount against each "AD Code" in b/w two "Payroll Months". "Payments" will be shown in "Positive" while "Deductions" will be shown in "Negative".
  • PAY_R025 - Reconciliation Statement: Existing report "Reconciliation Statement" has been shown at the end of newly created reports (if showing).
  • PAY_R025 - Reconciliation Statement: New "Hierarchical" combo filter of multi select "Department" has been provided like same available in "Salary Sheet (PAY_R004)" report.
  • PAY_R026 - Bank Advise: 1. A new parameter (Check Box) namely "With Additional Columns" has been provided in the "Specific Parameter" panel. By default, it should be shown "Unchecked". 2. The following new columns have been provided in the report: - Employee Id - Geo Location - Org Location - CNIC - IBAN Note: If user unchecked the new parameter (Check Box) then all new columns will not be shown in the report.
  • SEC_S007 - User Profile: 1. The “Allow to change Profile Picture in ESS” check box has been provided in the screen. 2. The “Allow to change User Name in ESS” check box has been provided in the screen.
  • SET_S005 - System Default: A new parameter namely "TOM_ATTENDANCE_ADJUSTMENT_DEFAULT_STATUS" ("Description": TOM Attendance Adjustment Status filters (All, Absent, Deputation, Leave, LOP, Off Day, Present, Missing)) has been provided in the screen to set by default value for “Status” filter in "Attendance Adjustment" screen.
  • SET_S005 - System Default: A new parameter namely "TOM_OT_ROUND" ("Description": TOM Overtime Rounding filters (15 Minutes, Half Hour, An Hour, No Round)) has been provided in the screen to set by default value for “OT Round” filter in "Overtime Approval" screen.
  • SET_S005 - System Default: The length of "System Default Id" field has been increased upto "100" characters.
  • SET_S005 - System Default: A new parameter namely "TOM_MIN_OT_HOURS_BEFORE" ("Description": TOM Minimum Overtime Hours Before value) has been provided in the screen to set by default value for "Min OT Hours - Before" filter in "Overtime Approval" screen.
  • SET_S005 - System Default: A new parameter namely "TOM_MIN_OT_HOURS_DURING" ("Description": TOM Minimum Overtime Hours During value) has been provided in the screen to set by default value for "Min OT Hours - During" filter in "Overtime Approval" screen.
  • SET_S005 - System Default: A new parameter namely "TOM_MIN_OT_HOURS_AFTER" ("Description": TOM Minimum Overtime Hours After value) has been provided in the screen to set by default value for "Min OT Hours - After" filter in "Overtime Approval" screen.
  • SET_S005 - System Default: A new parameter namely "TOM_MIN_OT_HOURS_SINGLE" ("Description": TOM Minimum Overtime Hours Single value) has been provided in the screen to set by default value for "Min OT Hours - Single" filter in "Overtime Approval" screen.
  • TOM_S010 - Attendance Adjustment: The screen has been "Shown/Hidden" an employee "Self-Record" as per "Checked/Unchecked" the “View Self Record” check box in the "ESS Specific Activity Rights" screen.
  • TOM_S011 - Late/Early Departure Approval: The screen has been "Shown/Hidden" an employee "Self-Record" as per "Checked/Unchecked" the “View Self Record” check box in the "ESS Specific Activity Rights" screen.
  • TOM_S018 - Machine Attendance Loading: The new tab namely "Absent Records" has been provided which will be used to reload the records of those "Attendance Date" which have "Attendance Status" like "Off Days", "Absent", "Leave", "Deputation", "LOP".
  • TOM_S018 - Machine Attendance Loading: "Auto Reload" functionality has been reloaded attendance on the current "Payroll Month" as per the "Employee" wise.
  • TOM_S018 - Machine Attendance Loading: The "Search" field has been replaced by "Employee" combo box in the "Filter" panel of the "Uploading Log" tab.
  • TOM_S018 - Machine Attendance Loading: 1. The "Reload Attendance" button has been provided again in the "Machine Data" tab as it was available same before. 2. In the "Reload Required" tab: - The "Time Slot" difference has been shown. - The "Slot Changed" column has been removed. - "Time Slot Description" has been shown instead of "Time Slot Id" in the "Saved Time Slot" column and "Current Time Slot" column. - The "Available for Reload" has been renamed with "Reload Required". 3. In the "Absent Status Record" tab: - The "Status Changed" column has been removed. - The "Absent Status Record" has been renamed with "Absent Records".
  • TOM_S020 - Holiday Setup: 1. The screen name has been changed from "Define Yearly Holidays" to “Holiday Setup”. 2. The “Calendar Color” and “Calendar Description” columns have been removed. 3. Records have been ordered on "Holiday Date" wise "Descending". 4. The “Year” combo box has been removed and the "Text" filter and "Advance" filters option have been provided. "Text" filter is searching on "Holiday Id" and “Holiday Description” fields. 5. The “Holiday Id” column has been removed from the "Religion" panel. 6. The last panel has been renamed from “Enter the Religious Holiday” to “Applicable Religions for Holiday”. 7. The "Geo. Location", "Org. Location" and "Shift" filters have been provided same as available in other screens of "TOM" module. 8. The "Copy Records" button has been provided. 9. The "In Arabic" column has been removed from the "Religion" combo box. 10. The "Date" range has been provided like "From Date" and "To Date" instead of single "Date" field to update the holidays in the "Roster" according to the selected "Date" range.
  • TOM_S029 - Overtime Approval: All the "Check-In / Check-Out" have been shown in the "Attended Time" column if the "Time Calculation Rule" is set as "Based on all Check-In and Check-Out" in the "Time Slot" screen.
  • TOM_S029 - Overtime Approval: Impact of the "TOM_OT_ROUND" parameter has been worked properly on the "OT Round" filter of the screen.
  • TOM_S029 - Overtime Approval: Impact of the "TOM_MIN_OT_HOURS_BEFORE", "TOM_MIN_OT_HOURS_DURING", "TOM_MIN_OT_HOURS_AFTER" and "TOM_MIN_OT_HOURS_SINGLE" parameters have been worked properly on the "Min OT Hours" (Before, During, After and Single) filters of the screen.
  • TOM_S029 - Overtime Approval: The screen has been "Shown/Hidden" an employee "Self-Record" as per "Checked/Unchecked" the “View Self Record” check box in the "ESS Specific Activity Rights" screen.
  • TOM_S036 - Monthly Time Sheet Approval: A new screen namely “Monthly Time Sheet Approval” has been created in the "TOM" module. It is used by supervisors to approve the employees monthly "Present Hours", "Provided Hours", "Extra Hours", "Approved OT Hours" and "Missing Count" before run the "Final Payroll Process". After approval, any changes in the employee monthly attendance will not be affected on approval. "Payroll Process" will not be finalized if any single record is available in the "Pending" status. User able to cancel the approval before payroll final run.
  • TOM_S036 - Monthly Time Sheet Approval: The screen has been "Shown/Hidden" an employee "Self-Record" as per "Checked/Unchecked" the “View Self Record” check box in the "ESS Specific Activity Rights" screen.
  • TOM_R002 - Individual Time Sheet: A new customization has been provided in this report: 1. New columns "Time Slot", "Required Hours", "Present Hours", "Absent Hours", "Provided Hours" and "Status" have been provided same as available in the "Daily Attendance" screen (SmartESS). 2. New column "Leave Hours" has been provided which will show all leaves "Short Name" with "Number of Hours" which are taking in an "Attendance Day". 3. New column “Hours Worked (Break excluded)” has been provided in the report. This column will show the "Number of Hours" only on "Check-In/Check-Out" based. "Approved Leave" and "Slot Break Hours" will not be included. Applicable "Parameters" of "Time Slot" screen will also be checked to calculate these "Hours". 4. All "Check-In/Check-Out" have been shown if the “Time Calculation Rule” is set “Based on all Check-In and Check-Out” in "Time Slot" screen. 5. Each "Employee" numeric data related "Total" has been provided in the report.
  • TOM_R012 - Time Sheet Approval Status: A new report namely "Time Sheet Approval Status" has been created in the "TOM" module. It is used to show the data of “Monthly Time Sheet Approval” (Pending and/or Approved) on selected "Payroll Month".
  • General Work - General Work: Impact of changes in "Holiday Setup" screen have been worked properly in the following screens: 1. Shift Wise Roster 2. Employee Wise Roster 3. Attendance Adjustment
  • General Work - General Work: The "Partner Logo" has been changed in the "SmartHCM" application.
  • Database - Backend Development: A new table namely "Pay_Process_Withheld" has been created to store the "History" of those employees whose "Payroll" is not generated due to "Withheld" payment mode.
  • Database - Backend Development: A new function namely "As_On_Status" has been created to show the actual status of an "Employee" on selected "Date".
  • Database - Backend Development: Refresh time of materialized view "Tom_Employee_View_Mvw" has been increased till "1 Hour".
  • Database - Backend Development: The data from "TOM_MACHINE_DATA" table has been removed by the system more than "Three" months automatically.

Fixed Issues

  • ESS_S001 - Notification Calendar: "Server Address" was not showing in the "From User" combo box.
  • ESS_S001 - Notification Calendar: When clicks on "Source Edit" (Switch to source edit mode) button then "Text Editor" right side area was showing "Blank" and system was moving "Text" in "Next Line".
  • HRS_S013 - Position: When press the "Save" button then "Loading Bar" should be shown on the screen and system should not allow an user to press "Save" button multiple times while saving the record.
  • HRS_S021 - Leave Type: 1. Columns and there respective data were not showing properly in "Arabic" mode. 2. Also, translation of "Columns" headings were not showing in "Arabic" language in "Arabic" mode even data was available in "Arabic" language in the "Labels and Menu Translation" screen.
  • HRS_S023 - Leave Location Grade Setup: When edit the values in the "Leave Setting" panel or any other panel then value of "Service tenure based on" combo box in the "Balance Quantity" popup window was removing always. Every time need to select the value from combo box again after editing the record.
  • HRS_S028 - Contract Renewal: "Authorized" records were not showing in the "Employee Record" combo box of the query panel.
  • HRS_S030 - Employee Separation: "Auto Authorize" functionality to "Separate" records was not working.
  • HRS_S030 - Employee Separation: When "Edit" an "Unauthorized" record then that record was "Authorized" by system automatically.
  • HRS_S033 - Leave Balance: "Leave Type" was not showing for some leaves.
  • HRS_S034 - Leave Request: 1. "Daily" based leave was not working properly when an user selects "From Date" and enters "Days Requested" then system was showing wrong "To Date" against the "Leave Type". 2. Error message should be shown if "Leave" starts from "Off Day" or "Leave" ends on "Off Day".
  • HRS_S034 - Leave Request: System was taking too much time to show records on the screen.
  • HRS_S167 - Employee Job Change: When an user trying to "Add" a record and clicks on any "Combo box" then a runtime server error message "ORA-01795: maximum number of expressions in a list is 1000" was appearing on the screen.
  • HRS_S167 - Employee Job Change: "Grades" were not showing more than "15" in the "Grade" combo box.
  • HRS_S185 - Employee Information: Wrong alert message was showing in "Arabic" mode when user creates an "Employee".
  • HRS_S185 - Employee Information: Wrong error message "The requests are already generated for this request type. More levels cannot be opened" was showing on the screen while "Save" the record when user entered already saved "Employee Id" in the "Employee Id" field. System should show proper error message.
  • HRS_S185 - Employee Information: System was not allowing an user to add new "Employee" record when an user selects that "Vacant" job which had been assigned to any other "Stopped" employee previously.
  • HRS_S185 - Employee Information: When query the record then data was not showing in the "Referee" tab even data was available. Data was showing in the "Referee" tab when clicks on the "Refresh" button of the "Paging Bar" in this tab. Kindly check all other "Tabs".
  • HRS_S207 - Pivot Table Reporting Tool: "Show in ESS" toggle button was not working. All reports were showing in the "SmartESS" application even "Toggle" button was set as "Off".
  • HRS_R060 - Employee Data Export: The field name (on the screen) and column name (in the report) have been changed from "Job Wise Basic Salary" to "Basic Salary".
  • PAY_S017 - Monthly Data Upload: System was taking too much time to upload data from this screen.
  • PAY_S020 - Payroll Process: System should not calculate "Amount" in "-ve" against any "AD Codes" when run "Payroll Process". It should validate the "Min. Amount" defined in the "Allowance Deduction Location Grade Setup" screen and should not calculate more than less "Amount".
  • PAY_S030 - Loan Disbursement: System was taking too much time to make "Installments" in the grid panel.
  • PAY_S032 - Loan Reschedule: When presses the "Add" button then "Repay Date", "Repay Amount", "Install. Type" and "Fraction in Last Installment" fields should be shown mandatory. Proper "Alert" message should be shown when user will press "Save" button without enter data in any mandatory field.
  • PAY_S045 - Loan Guaranty: 1. Wrong message "Saad" was showing on clicking "Add" button. 2. "Save" button was showing disable after filling information.
  • PAY_R001 - Tax Slip: The "Total Tax" value in the report was changing after sometime due to wrong "Projected Amount" was showing in the last "Month". When the user runs the "Payroll Process" then correct value shows but after sometime it gets changed.
  • PAY_R001 - Tax Slip: When run the report then an error message "ORA-12899: value too large for column TEMP_REP_PARAMS . PARAMS_GRADE (actual: 360 , maximum: 200) at PAY_R001_PKG, Line 1060" was showing on the screen.
  • PAY_R001 - Tax Slip: Report was not showing data when the "Payroll Month" selected "Jun-2020" (Last month of the selected "Tax Year").
  • PAY_R001 - Tax Slip: System was projecting more than "10 years" in the report instead of "Tax Year" range defined in the "System Defaults" screen.
  • PAY_R012 - Fund Yearly Contribution: "Geo. Location" filter was not working properly in the report.
  • PAY_R042 - Fund Balance Statement: 1. "Company Name" was not showing in the report. Currently, hard coded "SofDigital Systems Ltd." was showing as a "Company Name" in the report against all clients. 2. Data was not aligned against all columns in the report.
  • TOM_S009 - Shift wise Roster: "Search" functionality was not working in the "Shift" combo box.
  • TOM_S010 - Attendance Adjustment: 1. Screen was not working. When pressing the "Search" button then records were not populating in the grid panel. Also, fields in the "Filter" panel were not showing properly according to the "English" and "Arabic" modes. 2. When search employee in the "Search by Employee" combo list then "Login User" name was showing two times in the list.
  • TOM_S018 - Machine Attendance Loading: "Late Attendance Notification" was regenerated by the system on "Reload Attendance" on "Loaded Records".
  • TOM_S018 - Machine Attendance Loading: Screen was working too slow and was continuously given the error message "Request Failure - Transaction aborted" on "Reload Attendance" or "Search" the records.
  • TOM_S018 - Machine Attendance Loading: Screen was working too slow and continuously giving the error message "Request Failure - Transaction aborted" on selecting value from "File Format" combo box.
  • TOM_S018 - Machine Attendance Loading: “Reload Attendance” in “Loaded Records” tab was showing error message "Process run failed" in reloading if records are more due to “Attendance Date Range”.
  • TOM_S029 - Overtime Approval: 1. Screen was not working. When pressing the "Search" button then records were not populating in the grid panel. Also, fields in the "Filter" panel were not showing properly according to the "English" and "Arabic" modes. 2. When search employee in the "Search by Employee" combo list then "Login User" name was showing two times in the list.
  • WFL_S002 - Define Workflow: "Searching" was not working properly in the "Organization" panel. System is searching an "Organization" and after that when user moves that organization as a node and then trying to search new "Organization" then it was not working.
  • WFL_S002 - Define Workflow: "Searching" was not working on big data. "Transaction aborted" error message was showing on the screen. "Loading" bar was showing.
  • General Work - General Work: "SmartHCM" title bar before "Login" was not comes from "Text File" which is available in the "Configuration" folder and after "Login" it was not comes from "System Defaults" screen.
  • Database - Backend Development: System was calculating wrong "To Date" when an user selects "From Date" and enters "Days Requested" in both "Working Day" and "Calendar" leave day type conditions.