3.1 Release notes

Below is an overview of changed and new features introduced in this release of the FourVision Performance Management Web App

New features

Finance and Operations native connectivity enabled
Merit increase functionality extended
Objective ratings added

Changes and bugfixes to existing features:

Item	Description
23996	Objectives rate calculation
24185	Include performance rating in Merit increase screen
24502	Make possible to embed manager dashboard to D365HR
24590	Remove HRPlus integration (message box) from the product and replace with Native SCM/FIN integration
24717	Enable FNO Native connectivity
24738	Adjustment to manager menu in best practice data
24740	I should only be able to choose my own as direct report creating team PDRs
24741	Click on objective to edit inside PDR
24742	Title filled if we add an objective based on template
24744	Adjust employee settings on the PDR template
24746	PDR access through notification which is not expected
24747	Manager still able to change the objectives after creation
24748	Grouping of review topics
24759	Increase characters space on several fields
24784	Extend best practice data with behaviours
24795	Ask for feature keys in initial welcome screen for the administrator
24834	Hide the Probation PDR screen
24869	Add best practice data part 4
24876	Employee link to full profile
24877	Levels in the rating should be sorted by default on factor
24879	Clicking on the skills of an employee from profile should give details
24881	Add succession best practice data
24892	Base the position in the talent grid on the data on worker
24897	Search in setup
24909	Features screen opens on each login as system admin
24916	Extend import export part 1
24918	Correct the icons and update toggle in the whole app like role edit page
24922	Extend colour scheme (Setting default colour and and showing colour in dropdown)
24926	Best practice data part 5
24930	Make description field for behaviours wider
24936	Actuals should not be a field in the objective template
24937	Repeat employee information on the detail screen
24979	Change order of tiles on the dashboard
24986	Add a second custom tab to the PDR
24992	Show rating in overview of behaviours
25008	Back button on position from department screen
25017	Show 'Sandbox' indicator when running a sandbox type machine
25047	Employee - My open PDR - It doesn't display open PDRs & moves to My PDRs
25062	Expecting confirmation message after clicking on Renewal license button
23260	Assign and Cancel button on the bottom of the assign workers when using questionnaires
24632	Remove the compensation tab of job detail page
24702	No open positions displaying on open positions
24706	Error when loading demo data
24708	Error when saving course image
24780	Error after initial synchronization
24844	Issue related to the creation of demo data if the user cancels the first attempt
24848	Synchronization of tables in scheduler incomplete
24865	Error clicking on Employment from my employments
24884	Inconsistency when clicking an objective
24908	Label text partially hidden on Custom form
24946	Fix OData controllers
24993	Not showing worker image like other apps
25033	Remove 'Compensation level' filter in mass creation of PDR
25059	Creating a new PDR in My team PDR results in an error
25060	Key position label missing
25066	Clicking an employment in my employments gives an error

Detailed release information:

New Feature 1 - Finance and Operations native connectivity enabled

The Performance Management Web App can now be connected to D365 Finance and Operations

Open the management portal and select the desired environment

Select Dynamics 365 Finance and Operations from the Interface connection dropdown box and enter the desired F&O environment in the End-point URL field

Data can now be synced with an F&O environment

New Feature 2 - Merit increase functionality extended

PDR ratings can now be used to define budgets when using Salary increase proposal functionality. Note this functionality is only available with a D365 Human Resources interface

If a worker has a completed PDR with an associated Rating then this rating can be used to define a Line budget within a Salary increase proposal

The associated percentage can be defined within a Rating model by navigating to Admin > PDR setup > Rating models, clicking ... and then Assign ratings

To enable this functionality, navigate to Admin > Compensation > Parameters and enable Include performance rating into merit increase

Then define the Region percentages in Manager > Compensation > Salary increase proposals > Region percentage

The Reward cycle can then be created in Manager > Compensation > Reward cycles

Open the Reward cycle and click +New to create the Salary increase proposals

Open the Salary increase proposal and search for the desired worker, in this case Ken Ewert

Ken has a suggested 2% increase due to his Compensation region and a 4% increase due to his Performance rating

In this example, Ken's Line budget is 4,710

Which is his salary (78,500) multiplied by the sum of both percentages (2% + 4% = 6%) giving 4,710

Once approved, Ken's salary will increase by the specified amount as per existing functionality

New Feature 3 - Objective ratings added

Objectives can now be rated and given a weighting to produce an overall calculated score

Create a Rating model by navigating to Admin > PDR Setup > Rating models

Click ... then Assign ratings followed by +New to create the ratings

Create a new or edit an existing PDR template by navigating to Admin > PDR Setup > PDR templates

Within the PDR template ensure the Objectives / Goals tab is active and Objective calculation is enabled

Objectives can then be created by an employee or manager, but the weighting and rating can only be edited by a manager

Employee objective view

Manager objective view

As a manager, assign a Weight % and a Rating

The Total rating is calculated as the Weight % multiplied by the value assigned to the Rating when setting up the Rating model

Noe that Total weight cannot exceed 100%

23996 Objectives rate calculation

Objective ratings now available

See New Feature 3 for process description

24185 Include performance rating in Merit increase screen

PDR Rating can now be used to influence Line budget in a Salary increase proposal

See New Feature 2 for process description

24502 Make possible to embed manager dashboard to D365HR

The Manager dashboard can be embedded to D365HR

24590 Remove HRPlus integration (message box) from the product and replace with Native SCM/FIN integration

HR Plus integration removed and replaced with SCM/FIN integration

24717 Enable FNO Native connectivity

Native FNO connectivity enabled

See New Feature 1 for process description

Menu items enabled on the Manager menu within the Manager role adjusted when loading best practice data

24740 I should only be able to choose my own as direct report creating team PDRs

When creating PDRs in the My team PDRs screen

Navigate to Manager > Team PDR > My team PDR and click New

Create for a single Worker

Or mass create PDRs

24741 Click on objective to edit inside PDR

An Objective within a PDR can now be edited by clicking on the record

Open a PDR with an Objective

Click the desired Objective

24742 Title filled if we add an objective based on template

The Objective title is now populated when creating an Objective from an Objective template

Navigate to Employee > PDR topics > My objectives and click New

Select an Objective template and the Title will be populated

Or Navigate to Manager > PDR topics > Objectives > My team objectives and click New

Select an Objective template and the Title will be populated

24744 Adjust employee settings on the PDR template

Within the demo PDR template both Employee settings are set to enabled

24746 PDR access through notification which is not expected

If an employee should not have access to a PDR they can no longer access the PDR through a notification

24747 Manager still able to change the objectives after creation

New setting added within a Role to define the amount of access to edit Objectives

For Allow deletion of objectives

Full access allows the user to delete My objectives, My team objectives and All objectives

Limited access allows the user to delete My team objectives and All objectives

No access removes the ability to delete Objectives

For Allow access to objectives

Full access allows the user to edit Objectives regardless of statuses

Limited access allows the user to edit completed Objectives other than their own

No access removes the ability to edit completed Objectives

24748 Grouping of review topics

New PDR topics menu added to Manager menu

24759 Increase characters space on several fields

Objective category name increased to 60 characters

Assigned rating description increased to 180 characters

24784 Extend best practice data with behaviours

Behaviours have been added to the demo best practice data

24795 Ask for feature keys in initial welcome screen for the administrator

When logging in for the first time, the system administrator is asked for which Features to enable

24834 Hide the Probation PDR screen

Probation PDR screen hidden from both F&O and D365HR interfaces

24869 Add best practice data part 4

Skill and Objective related data has been added to the demo best practice data

Skills

Skill types

Skill rating model

Objective templates

24876 Employee link to full profile

Link to Worker profile added to Employee dashboard

24877 Levels in the rating should be sorted by default on factor

Ratings are sorted on Factor by default

24879 Clicking on the skills of an employee from profile should give details

Show more button added on the Skills card within a Worker profile

24881 Add succession best practice data

Succession related data has been added to the demo best practice data

Talent grid

Potential grid

X axis

Y axis

24892 Base the position in the talent grid on the data on worker

A Questionnaire can be defined when setting up a Talent grid

Navigate to Admin > Succession > Talent grids and click New

The Based on questionnaire field is now available, data from the Questionnaire will be used to populate the Talent grid

24897 Search in setup

Search bar added to the top of the page

The search bar can be used to search for menu items

The Features screen will open on each loading of the webapp until the Do not show box is ticked

24916 Extend import export part 1

Further options have been added to the Import and export functionality

Navigate to Admin > General > Parameters and set the Export file type

Navigate to Admin > General > Import and export

Export Objective templates

Add a new record and import

24918 Correct the icons and update toggle in the whole app like Role edit page

Toggle icons updated throughout the webapp

Default colour can be set and a preview is now available

Default colour can be set in Admin > General > Parameters > User Settings

Preview of the colour can also be seen in User settings

24926 Best practice data part 5

Behaviours related data has been added to the demo best practice data

Behaviours

Behaviour groups

Behaviour group assigned to Job

24930 Make description field for behaviours wider

Description field on Behaviours increased in size

24936 Actuals should not be a field in the objective template

Actual field removed from Objective templates

24937 Repeat employee information on the detail screen

Layout of employee information screen updated

24979 Change order of tiles on the dashboard

Tiles can now be rearranged on Employee or Manager Dashboards

Navigate to Admin > General > Dashboard templates and Edit dashboard

Click the Rearrange button to change the order of tiles

24986 Add a second custom tab to the PDR

Two custom tabs can now be defined an added to a PDR template

Navigate to Admin > Form management > Custom forms and click New

Click Add and continue then add fields to the form

Navigate to Admin > PDR setup > PDR templates and create a PDR template to add the Custom form

The Custom forms can now be used

24992 Show rating in overview of behaviours

A Rating model can now be added to Behaviour in a PDR template

Click the Behaviour to assign the Rating

25008 Back button on position from department screen

Back button added on Manager > Organisational data > Departments > Department detail > Positions

25017 Show 'Sandbox' indicator when running a sandbox type machine

Sandbox indicator added at the top of the page

25047 Employee - My open PDR - It doesn't display open PDRs & moves to My PDRs

My open PDRs now correctly displays al PDRs that have not been completed

25062 Expecting confirmation message after clicking on Renew license button

Confirmation message added after clicking Renew license button

23260 Assign and Cancel button on the bottom of the assign workers when assigning worker this questionnaire is about and Worker to fill out questionnaire

Assign and Cancel button added on the bottom of the worker list when adding workers within a Questionnaire session

24632 Remove the compensation tab of job detail page

Compensation tab removed from Job detail page

24702 No open positions displaying on open positions

Open positions now display correctly on Open positions page

No error given when loading demo data

24708 Error when saving course image

Error when saving Course image resolved

24780 Error after initial synchronization

No error given following initial synchronization

Issue related to demo data creation resolved

24848 Synchronization of tables in scheduler incomplete

All tables added to sync scheduler

24865 Error clicking on Employment from my employments

Error when clicking an employment record in My employments resolved

24884 Inconsistency when clicking an objective

Clicking an Objective now displays it in Edit mode

24908 Label text partially hidden on Custom form

Label text no longer partially hidden on Custom form

24946 Fix Odata controllers

Odata controllers fixed

24993 Not showing worker image like other apps

Worker image now correctly shows

25033 Remove 'Compensation level' filter in mass creation of PDR

Compensation removed when mass creating PDR

25059 Creating a new PDR in My team PDR results in an error

Creating a new PDR in My team PDR no longer results in an error

25060 Key position label missing

Key position label added

25066 Clicking an employment in my employments gives an error

Clicking an employment in My employments no longer gives an error