Release notes for Performance Management 3.3

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

Important

If you install this release of Performance Management 3.3 there is a minimum backwards compatibility version on other webapps installed in the same environment listed below:

  • Boarding 3.3.38967
  • Document Management 3.3.39030
  • Request 3.3.39049
  • Timesheet 3.3.38948

New features

  • Competency acquisition
  • Export and import improvements
  • Better Odata exposure

Changes and bugfixes to existing features:

  • Generic security updates, minor bug fixes and patches
  • 22009 Global search improved
  • 24782 Add functionality to preserve filter for specific screens of the app
  • 24981 Assign user to dashboard instead of dashboard to user
  • 25042 Search profile copy from Worker and job
  • 25114 Possibility for an employee to not see the first rating
  • 25140 Additional Columns on form Compensation Increases Proposal Details
  • 25295 Weighting on objective level instead of on objective category level
  • 25296 Rating of behaviours on overview page
  • 25298 Admin role should be able to delete a reward cycle
  • 25300 Extend positions within Text area field on custom forms
  • 25373 Talent grid under Succession grid
  • 25434 Add sync of Employees and Contractors (into Workers)
  • 25441 Self-assessment on objectives

Detailed release information:

New Feature 1 - Competency acquisition

Competency acquisition functionality added to the Performance Management webapp

To enable Competency acquisition navigate to Admin > General > Parameters > Features and enable the Competency acquisition feature

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The CAP menu and associated menu items will now be available

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Setup

Workflow can be assigned to CAP on the CAP parameters screen

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Unit standards can be created on the Unit standards screen

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Specific outcomes can be created on the Specific outcomes screen

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Assessment criteria can be created on the Assessment criteria screen

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Proficiency levels can be created on the Proficiency levels screen

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Guide Creation

Once Setup is complete, CAP guides can be created in the CAP guides screen

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Click Add and continue to edit the CAP guide and add a Unit standard

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Hover over the record to see the + and Delete buttons

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Click the + button to add a Specific outcome

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Hover over the record to see the + and Delete buttons

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Click the + button to add an Assessment criteria

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Job Guide Assignment

Navigate to Admin > Organizational data > Jobs and select the desired Job

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Add a Competency assessment guide to the Job

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Worker Assessment

Navigate to Admin > Organizational data > Workers, search for a Worker with matching Job and Compensation region as defined previously and add a CAP guide

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View the Details of the newly created record

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Use the drop down box to select a Proficiency level and click the bubble to add a Comment

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Once all the information is added click the Submit button

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The Status and Assigned to will be updated based on the specified Workflow

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New Feature 2 - Export and import improvements

Objectives and Objective templates can now be exported and imported

Navigate to Admin > General > Parameters and select the desired Export file type

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To export, navigate to Admin > General > Import and export and select Export for Objective templates or All objectives

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Objectives

Objectives exported to Excel

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Add new Objectives in Excel

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Import the file and view Objectives

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Objective templates

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Objective templates exported to Excel

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Add new Objective templates in Excel

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Import the file and view Objective templates

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New Feature 3 - Better OData exposure

Manager ratings now added to OData feed

Ensure PDRs with Ratings exist in the webapp

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Create a query using the OData and view the Ratings

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22009: Global search improved

Global search improved to now include Workers

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24782: Add functionality to preserve filter for specific screens of the app

Filter now preserved following navigation

Search for a Position

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Navigate away

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Return to Positions screen

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24981: Assign user to dashboard instead of dashboard to user

Users can now be assigned to Dashboard templates

Navigate to Admin > General > Dashboard templates, select the desired Dashboard template and click Assign users

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Assign the desired Users

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Dashboard template is assigned

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25042: Search profile copy from Worker and job

Search profiles can now be copied from a Worker or Job

Create a new Search profile by navigating to Manager > Search profiles and click New

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Edit the Search profile and the new options to Copy from job or Copy from worker are available

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Copy from job

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Copy from worker

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25114: Possibility for an employee to not see the first rating

First rating can be hidden until a PDR hits a defined Workflow status

Navigate to Admin > PDR setup > PDR templates and create or edit a PDR template

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In the Sign off & comments tab, define at which Workflow status the employee will be able to see the Rating

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Rating added for Claire with PDR at status Manager

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Claire can view the PDR but cannot see the Sign off & comments tab

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Until the Status is Approval

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25140: Additional Columns on form Compensation Increases Proposal Details

Additional details available within a Salary increase proposal

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Worker name links to Worker profile

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25295: Weighting on objective level instead of on objective category level

Objective weighting can now be defined on the Objective level

Navigate to Admin > PDR setup > PDR templates and edit or create a PDR template

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In the Objectives/Goals tab specify the desired weighting method

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Objectives can now be weighted individually

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25296: Rating of behaviours on overview page

Behaviour rating will now show within the PDR overview

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The Manager Rating and the Self assessment rating will show, along with an average for both

25298: Admin role should be able to delete a reward cycle

Toggle added to Role screen to allow Users to delete Reward cycles

Navigate to Admin > Authorisation > Roles and Enable Delete reward cycles on the desired Role

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Users with the specified Role can now delete open Reward cycles

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25300: Extend positions within Text area field on custom forms

1000 characters can now be entered within a Text field within a Custom form

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25373: Talent grid under Succession grid

Talent grid now exists within the Succession feature key

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25434: Add sync of Employees and Contractors (into Workers)

New Sync options added for Employees and Contractors

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25441: Self-assessment on objectives

Users can now self-assess Objectives

Open an existing Objective and select the desired Rating under Self assessment

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