Release notes for Performance Management 3.12

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

New features

  • Implemented the Export and Import functionality for the 'Probation status'

  • Implemented the Export and Import functionality for the 'Courses' related menus

  • Added 'Unassigned' assignment type in the workflow for statuses with Fixed values as 'End approved', 'End rejected' and 'Force closure'

  • The value of the 'Department' field changed from 'Search name' to 'Name' in the app

  • Replaced 'Job title' field with 'Job description' to show the description of the Job on the 'Worker details' screen

  • Added job description to the job list while Mass creation of PDR

  • Added option to reassign the tasks back to the position group

  • The standard date or the default date set as 'Today' for adding Review in the PDR

  • Added an option 'Clean logs' on the 'Sync logs' screen to remove logs with the status 'Scheduled', 'Finished' and 'Error'

  • Added a filter option to show active and inactive positions on the 'Positions' screens

  • Added worker name with Position ID and hover text for the Position ID on the 'Positions' screens

  • The 'Default' toggle removed from the 'Edit PDR period' screen

  • Fixed the column headers on the overview screens with a large number of records

  • Implemented theme-based colors for the 'Save', 'Save and submit', 'Cancel' and all Successor buttons only on the PDR screens

  • Increased the maximum limit to 2000 characters for the 'Textarea' type of question in the questionnaires

  • Increased the maximum limit to 200 characters for Unit Standard in CAP guides

  • Increased the maximum limit to 2000 characters for the form field type 'Textarea' in the custom form

  • Removed the toggles for 'Send notification to assignee' and 'Send email to assignee' for the 'Assigned type' as 'Originator'

  • Added option to control the visibility of pie chart options on the Manager dashboard based on the access of the PDR screens' access

  • Allowed the creation of one or more invite cycles with the same 'Start date' and 'End date' in the questionnaire

  • Allowed access to 'Personal notes' for the Managers on every step of the workflow

  • Alternative hierarchy for Questionnaire

Changes and bugfixes to existing features

  • Generic security updates, minor bug fixes and patches

  • Added validation message to send Support requests, if the 'From' field is blank under Mail settings on the 'Connection profiles' screen

  • Resolved the issue for notification based on the number of days for PDR end date

  • Code improvements done related to API security for all the CDP 'Edit' and 'Detail' screens

  • Resolved the issues of the 'Back' button on the screens via the dashboard while using the embedded app

  • Exposed pending entities for Odata reporting

  • Improved hover text for 'Benchmark based on the local table' and 'Vacant managers proposal' toggles on the Compensation Parameters screen

  • Improved filter dropdowns to show only the available records as options

  • Improved the creation of tasks through Mass creation when the ‘Task template’ is linked to the Status with Fixed values as 'Start'

Detailed release information

###New feature 1: Implemented the Export and Import functionality for the 'Probation status'

Added the ‘Probation status’ entity, click on the ‘Export’ button

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Open the downloaded file and add a record

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Import the updated file

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The added record showing on the screen

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Note: The Export and Import functionality works with ‘Comma separated’, ‘Tab delimited’ and 'JSON' file types for the ‘Probation status'.

###New feature 2: Implemented the Export and Import functionality for the 'Courses' related menus

Added the ‘Course groups’, 'Courses' and 'Course profiles' entities

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For Course groups entity, click on the ‘Export’ button

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Open the downloaded file and add a record

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Import the updated file

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The added record showing on the screen

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Note: The Export and Import functionality works with ‘Comma separated’, ‘Tab delimited’ and 'JSON' file types for ‘Course groups’, ‘Courses’ and ‘Course profiles’.

###New feature 3: Added 'Unassigned' assignment type in the workflow for statuses with Fixed values as 'End approved', 'End rejected' and 'Force closure'

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###New feature 4: The value of the 'Department' field changed from 'Search name' to 'Name' in the app

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###New feature 5: Replaced 'Job title' field with 'Job description' to show the description of the Job on the 'Worker details' screen

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###New feature 6: Added 'Description' column under the 'Job' dropdown list for Mass creation of PDR

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Under the ‘Direct reports of’ field, added ‘x’ icon for the single badge (a record) and for the whole list

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###New feature 7: Added option to reassign the tasks back to the position group

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###New feature 8: The standard date or the default date set as 'Today' for adding Review in the PDR

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###New feature 9: Added an option 'Clean logs' on the 'Sync logs' screen to remove logs with the status 'Scheduled', 'Finished' and 'Error'

Under the ‘Clean logs’ dropdown option, the ‘Scheduled’, ‘Finished’ and ‘Error’ options are added to remove particular logs

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The ‘Clean logs’ dialog box will appear with the warning and confirmation message before deleting logs for a particular status

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###New feature 10: Added a filter option to show active and inactive positions on the 'Positions' screens

The Active positions will show by default on the Positions screen with the 'Yes' option selected

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The 'Yes' option will show Active positions and the 'No' option will show Inactive positions

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###New feature 11: Added worker name with Position ID and hover text for the Position ID on the 'Positions' screens

Added worker name with Position ID and improved the label of the field to 'Reports to'

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Added hover text for the Position ID to show the Position ID, Position description and Worker name based on the Hierarchy

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###New feature 12: The 'Default' toggle was removed from the 'Edit PDR period' screen, its functionality was deprecated earlier

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###New feature 13: Fixed the column headers on the overview screens with a large number of records

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###New feature 14: Implemented theme-based colors for the 'Save', 'Save and submit', 'Cancel' and all Successor buttons only on the PDR screens

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###New feature 15: Increased the maximum limit to 2000 characters for the 'Textarea' type of question in the questionnaires

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###New feature 16: Increased the maximum limit to 200 characters for Unit Standard in CAP guides

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###New feature 17: Increased the maximum limit to 2000 characters for the form field type 'Textarea' in the custom form

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###New feature 18: Removed the toggles for 'Send notification to assignee' and 'Send email to assignee' for the 'Assigned type' as 'Originator' (If originator and assignee are the same person)

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###New feature 19: Added option to control the visibility of pie chart options on the Manager dashboard based on the access of the PDR screens' access

Disabling the ‘All PDR’, ‘All active PDR’ and ‘All objectives’ menus toggles will show only the 'Team' option for pie charts on the dashboard

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Disabling the toggles for the ‘My team PDR’ and ‘My team objectives’ menus will show only the 'All' option for the pie charts on the dashboard

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Disabling the toggles for ‘All PDR’, ‘All active PDR’, ‘My team PDR’, ‘All objectives’ and ‘My team objectives’ menus will not show any chart on the dashboard

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###New feature 20: Allowed the creation of one or more invite cycles with the same 'Start date' and 'End date' in the questionnaire

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Note: The same functionality is implemented for the 'Invite cycle alternative' screen.

###New feature 21: Allowed access to 'Personal notes' for the Managers on every step of the workflow

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Note: All the workers with Manager access can add ‘Personal notes’ on the ‘PDR detail’ screen under the ‘Notes from manager’ tab.

###New feature 22: Alternative hierarchy for Questionnaire

The ‘Matrix’ type set under the ‘Alternate hierarchy’ dropdown field on the 'Parameters' screen

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Team workers showing according to the hierarchy type set under the ‘Alternate hierarchy’ dropdown field on the ‘Parameters’ screen

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The position hierarchy tree for the ‘Matrix’ hierarchy type

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Worker ‘Phyllis Harris’ reports to Position ID ‘000105’ according to the ‘Matrix’ hierarchy type

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Added a new screen for 'Questionnaire sessions alternative' to show the records according to the hierarchy type set under the ‘Alternate hierarchy' field on the 'Parameters' screen

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Using ‘+ Invite for questionnaire’ option, the user can invite workers based on the set alternate hierarchy to fill out the questionnaire

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Added a new screen for the 'Invite cycle alternative' to invite workers to fill out questionnaires according to the hierarchy type set under the ‘Alternate hierarchy' field on the 'Parameters' screen

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Added a new screen for the 'Team questionnaire alternative' to view the questionnaires created for the team via invite cycle according to the hierarchy type set under the ‘Alternate hierarchy' field on the 'Parameters' screen

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