Release notes for Payroll Interface 3.7

Below is an overview of changes and new features introduced in this release of the FourVision Web App.

New features

  • Implemented a 'Selection filter' menu in the Admin app, featuring the 'Population selection' filter type in the 'Edit filter' screen with the selection filters 'Worker' and 'Position' type to filter results in the payroll run identifiers according to the selection

Changes and bugfixes to existing features:

  • Generic security updates, minor bug fixes and patches
  • Improvements done to show a proper error message when the source fields used in the configuration are not available in the D365 Finance and Operations
  • Added a validation message to restrict the deletion of configurations that are being used in ongoing Payroll runs

Detailed release information:

New feature 1: Implemented a 'Selection filter' menu in the Admin app, featuring the 'Population selection' filter type in the 'Edit filter' screen with the selection filters 'Worker' and 'Position' type to filter results in the payroll run identifiers according to the selection

Added a new ‘Selection filters’ screen including the ‘Name’, ‘Description’, ‘Type’ and ‘Action’ columns

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Create a new selection filter by clicking on the '+New' button. In the 'Add new selection filter' dialog box, the 'Name' and 'Description' fields are added along with a dropdown field 'Type' with the options 'None,' 'Worker,' and 'Position'. The default value is set to 'None'. Fill in the details, select type 'Worker', and add new selection filter

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For the created selection filter, click on the 'Detail' option

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The selection filter details screen for workers is visible, featuring the buttons '+Add', 'Remove', 'Import', and 'Export'

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Clicking on the '+Add' button will navigate to the 'Add filter data' screen. The worker list is visible with all details and a checkbox has been added to each record to allow the line selection

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Select the worker lines and click on the 'Add' button. A confirmation box will appear, approve it to proceed further and the selected lines are successfully added to the selection filter 'Details' screen

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To remove a line, select it and click on the 'Remove' button. A confirmation box will appear, confirm the action and the selected lines will be removed from the list

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Create a new filter with the 'Employments' hierarchy. In the 'Edit filter' screen, added the 'Selection filter' dropdown field along with radio buttons 'Include' and 'Exclude'. The 'Include' option is the default selected

Note: If the selection filter is not selected the radio buttons 'Include' and 'Exclude' will be ignored

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Process 1: Filter the identifiers with the selection filter 'Worker' using the 'Include' option.

Added a new filter with the 'Worker' selection filter and the 'Include' option is selected

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The export filter has been created for the 'Employments hierarchy'

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Create a configuration using the Employments hierarchy

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Create periods, generate source fields, and update labels for the source fields

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Mapped the source fields in the export definition

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The setup has been completed and the configuration has been activated

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Create a payroll run using the same configuration

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Under the identifiers tab, the populated identifiers are displayed according to the selection in the selection filter

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Under the 'Exports' section, for the export definition, click on the 'Download' button when the Payroll run is in the 'Ready' state

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Open the exported Excel document, the data exported and displayed correctly according to the population selection filter

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Process 2: Filter the identifiers with the selection filter 'Worker' using the 'Exclude' option.

Complete the setup process for the population selection filter

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Added a filter with the 'Worker' selection filter, and the 'Exclude' option is selected

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Complete the setup and activate the configuration. Create a new Payroll run

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Under the identifiers section, the populated identifiers are displayed excluding the selected workers in the selection filter

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Under the identifiers section, search the selected workers in the selection filter list, and check no records are available

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Under the 'Exports' section, click on the 'Download' button for the generated export file when the Payroll run is in the 'Ready' state

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Open the exported Excel document, the data is displayed correctly, excluding the selected workers in the selection filter setup

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Note: a) After the update, the Admin must reset the menus by clicking on 'Reset menus' in the 'Menus management' section to access the newly added 'Selection filters' screen.

b) The functionality for the 'Population selection' filter type has been implemented for all hierarchies. Currently, it only works with the 'Worker' type selection filter. Implementation for the 'Position' type selection filter will be forthcoming.

c) With the 'Include' option in the 'Population selection' filter type, the 'Identifiers' in the payroll run will be filtered/generated based on the selection made in the selection filter lists.

d) With the 'Exclude' option in the 'Population selection' filter type, the 'Identifiers' in the payroll run will be filtered/generated, excluding the selection made in the selection filter lists.

e) The 'Import/Export' functionality offers the advantage of easily importing/exporting the selection list in CSV/Tab delimited/XLSX and JSON file formats. This can be done by selecting the desired file type from the 'Parameters' screen of the 'General' menu.