Release notes for Request 3.13
Below is an overview of changes and new features introduced in this release of the FourVision Web App.
New features
Fixed the column headers on the overview screens with a large number of records
Implemented label solution for the in-app notifications
Added dashboard sections on the 'Parameters' screen with toggles for all the sections and tiles on the 'Dashboard setup'
Added 'Description' for the dropdown fields in all the Request forms
Changed 'Job title' to 'Position title' on the blue bar of the Worker details screen and Employee dashboard
Increased the maximum character limit to 2000 for the 'Max length' of the interface field with Field type as 'Textarea'
Added multiple roles' selection for HRBP on Parameters and filter HRBP worker selection based on the Legal entities assigned to the roles
Added a new feature for 'Compensation plan filter' to filter the visibility of records and worker details based on role and compensation plans assigned
Implemented the functionality to Hire, Rehire or Transfer if the applicant is interfaced from an ATS
Changes and bugfixes to existing features:
Generic security updates, minor bug fixes, and patches
Resolved the synchronization issue for the Variable compensation entities with issues related to the form templates
Resolved the issue of the attachment being removed for Document management when the feature key is disabled for 'Integration with Document Management’
Added a message to clear the browser cache and reload to update the version of the app when the Installed version does not match the Latest version of the web app
Corrected the visibility of the markers while creating a document with the template in the Document Management app from the Request app.
Detailed release information
New feature 1: Fixed the column headers on the overview screens with a large number of records
New feature 2: Implemented label solution for the in-app notifications
New feature 3: Added dashboard sections on the 'Parameters' screen with toggles for all the sections and tiles on the 'Dashboard setup'
Added sections for the Employee and Manager dashboard for setting up the new dashboard and to turn Off any section for all dashboards (By default all the sections will be disabled)
Added sections and all the menus as tiles for the Employee dashboard on the 'Edit dashboard' screen
Employee dashboard
Added sections and all the menus as tiles for the Manager dashboard on the 'Edit dashboard' screen
Manager dashboard
Note: Switching off the toggle under the ‘Dashboard setup’ tab on the ‘Parameters’ screen will have an immediate effect and will switch off the toggles for all the current dashboards. In addition, the toggles for 'Worker profile', 'Request statuses chart', and 'Tasks' should be enabled by default for the existing Employee/Manager dashboard.
New feature 4: Added 'Description' for the dropdown fields in all the Request forms
New feature 5: Changed 'Job title' to 'Position title' on the blue bar of the Worker details screen and Employee dashboard
Added ‘Title’ field to Position and Open position screens on Admin and Manager app
Changed 'Job title' to 'Position title' on the blue bar of the 'Worker details' screen
Changed 'Job title' to 'Position title' for the Worker profile card on the 'Employee dashboard'
New feature 6: Increased the maximum character limit to 2000 for the 'Max length' of the interface field with Field type as 'Textarea'
Added an Interface field for the ‘Textarea’ field type and ‘Max length’ with the default value set as ‘300’
Added validation message for more than 2000 characters
Fill the details with max length ‘2000’ and click on the ‘Add’ button
New feature 7: Added multiple roles' selection for HRBP on Parameters and filter HRBP worker selection based on the Legal entities assigned to the roles
On the ‘Parameters’ screen, the user can select multiple roles under the ‘HRBP’ dropdown field
Setup of the 'HRBP' field, the ‘System user’ and the ‘Human resource assistant’ roles selected
Workflow setup with Status ‘HRBP (SOF)’ set with ‘Fixed value’ as ‘Start’ and ‘Assignment type’ as ‘Set on form’
Scenario 1: If ‘HRBP (LE)’ is set for 'On behalf of' in the Request form, workers under the 'HR business partner' dropdown field will filter according to the role(s) set under the 'HRBP' dropdown field on the 'Parameters' screen and the Legal entities assigned on the user's role.
For user ‘Phyllis Harris’, the Legal entity 'GLMF’ assigned to the role ‘System user'
For the created request, under the ‘Other’ tab, all workers with the Role ‘System user’ and Legal entity ‘GLMF’ showing under the ‘HR business partner’ dropdown field
Scenario 2: If ‘HRBP (LE)’ is set for 'On behalf of' in the Request form, workers under the 'HR business partner' dropdown field will filter according to the role(s) set under the 'HRBP' dropdown field on the 'Parameters' screen when Legal entity 'GLMF' and 'USRT' assigned on the 'System user' and ‘Human resource assistant’ roles of user respectively.
For user ‘Luke Lenhart’, the Legal entity 'GLMF’ and 'USRT' assigned to the roles ‘System user' and ‘Human resource assistant’ role respectively
For the created request, under the ‘Other’ tab, all workers with the Role ‘System user’ and ‘Human resource assistant’ showing under the ‘HR business partner’ dropdown field with Legal entity ‘GLMF’ and 'USRT' respectively
Scenario 3: If ‘HRBP (LE)’ is set for 'On behalf of' in the Request form, workers under the 'HR business partner' dropdown field will filter according to the role(s) set under the 'HRBP' dropdown field on the 'Parameters' screen when no Legal entity assigned to roles of user i.e., it will work normally as HRBP.
For user ‘Mia Vanclooster’, no Legal entity assigned to any role
For the created request, under the ‘Other’ tab, all workers with the Roles ‘System user’ and ‘Human resource assistant’ showing under the ‘HR business partner’ dropdown field
Scenario 4: If ‘HRBP’ is set for 'On behalf of' in the Request form, workers under the 'HR business partner' dropdown field will filter according to the role(s) set under the 'HRBP' dropdown field on the 'Parameters' screen when any Legal entity assigned on the roles or not for user.
For the created request, under the ‘Other’ tab, all workers with the Roles ‘System user’ and ‘Human resource assistant’ showing under the ‘HR business partner’ dropdown field assigned with any Legal entity
New feature 8: Added a new feature for 'Compensation plan filter' to filter the visibility of records and worker details based on role and compensation plans assigned
On the 'Parameters' screen, under the ‘Features’ tab, the ‘Enable compensation plan filter’ toggle is added (by default set as disabled)
By enabling the toggle, the user gets access to use the functionality and view related screens under the 'Compensation' parent menu
On the Compensation Parameters screen, Workers are set to filter out based on the Compensation plan and under the ‘Operator to filter out comp plan records’ dropdown field, the admin can select ‘AND’ or ‘OR’ option (default value set as ‘AND’)
Overview of the synced Fixed compensation plans
Overview of the synced Employee fixed compensations
For the ‘Manager dashboard', added toggles for ‘Create request by HR based on role & compensation‘, ‘All request based on role & compensation plan’, and ‘All open request based on role & compensation plan’ tiles and menus
Scenario 1: When the ‘OR’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field on the Compensation Parameters screen, the logged-in user(s) will have access to view the workers and worker details, according to the Legal entities assigned to the users’ role and compensation plan
No Legal entity assigned to the user Brooke Drynan’s roles
With the user ‘Brooke BD Drynan’ (Manager), no workers are visible as no Legal entity is assigned to the user's role
On the Manager dashboard, while creating a new request using the ‘Create request by HR based on role and compensation plans’ tile, under the ‘On behalf of’ dropdown field, no workers are visible as no Legal entity is assigned to the user’s role
The Legal entity ‘USSI’ assigned to the role 'Payroll manager' of the user Mia Vanclooster
Employee fixed compensation of workers with Legal entity 'USSI'
With the user ‘Mia Vanclooster’ (Manager), on the Manager dashboard, while creating a new request using the ‘Create request by HR based on role and compensation plans’ tile, under the ‘On behalf of’ dropdown field, workers showing according to the assigned Legal entity 'USSI' and valid Compensation plan
For the created request, all details show properly
The created request showing on the 'All request based on role & compensation plans' screen
Scenario 2: When the ‘OR’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field on the Compensation Parameters screen and the user role(s) assigned to the Compensation plan, is not related to the logged-in user(s). The Logged in user does not have access to view the workers on the ‘Workers’ screen.
The Legal entity ‘USSI’ assigned to the role 'Payroll manager' of the user Mia Vanclooster
Employee fixed compensation of workers ‘Karen Berg’, ‘Kari Furse’ and ‘Holly Dickson’ with the Legal entity ‘USSI’ and the Compensation plan as ‘Step’
For the Fixed compensation plan ‘Step’ with the Legal entity ‘USSI’, the 'Accounting manager’ role is assigned
With the user ‘Mia Vanclooster’ (Manager), on the 'Workers' screen, the worker ‘Karen Berg’, ‘Kari Furse’, and ‘Holly Dickson’ not showing, as the assigned role ‘Accounting manager’ on the compensation plan does not belong to the logged-in user
On the 'Positions' screen, clicking on the worker's name ‘Karen Berg’ shows validation message
Scenario 3: When the ‘AND’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field on the Compensation Parameters screen, the logged-in user(s) have access to view the workers and worker details, all assigned Legal entities of worker should also be assigned to the logged in user(s).
The Legal entity ‘USSI’ and 'USMF' assigned to the role 'Payroll manager' of the user Mia Vanclooster
Employee fixed compensation of worker 'Chase Carpenter’ with Legal entity 'USMF' and 'USSI'
With the user ‘Mia Vanclooster’ (Manager), on the 'Positions' screen, clicking on the worker's name ‘Karen Berg’ redirects to the 'Worker profile' screen
The created requests for worker ‘Chase Carpenter’ showing on the 'All request based on role & compensation plans' screen
Scenario 4: When the ‘AND’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field on the Compensation Parameters screen, the logged-in user(s) do not have access to view the workers and worker details, if the role assigned to the ‘Fixed compensation plan’ does not belong to the logged in user(s) even if the condition for legal entities fulfilled.
Employee fixed compensation of worker ‘Chase Carpenter’ with Legal entities ‘USMF’ and ‘USSI’ and Plans 'GradeC' and 'Grade' respectively
For the Fixed compensation plan ‘GradeC’ with the Legal entity ‘USMF’, the 'Accounting manager’ role is assigned
With the user ‘Mia Vanclooster’ (Manager), on the 'Workers' screen, the worker ‘Chase Carpenter’ not showing as the assigned role ‘Accounting manager’ on the compensation plan does not belong to the logged-in user
On the 'Positions' screen, clicking on the worker's name ‘Chase Carpenter’ shows validation message
The created requests for worker ‘Chase Carpenter’ not showing on the 'All request based on role & compensation plans' screen
Note:
- The logged-in user(s) have access to see all details through the ‘My team workers’ and ‘My positions’ screens for Primary positions.
- If the condition is false for any worker, the worker will not show in the ‘Global search’.
- Access to the screens - a. On the ‘My workers team’ screen, logged-in user(s) have access to view details of all team members b. On the ‘My positions’ screen, logged-in user(s) have access to view the details of all the team members with the primary position. c. On the ‘Workers’ screen, the logged-in user(s) have access to view the filtered workers according to the condition applied. d. On the ‘Positions’ screens, the logged-in user(s) have access to view the team members with the primary position.
- When the ‘OR’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field, even if only one legal entity match with the logged-in user(s), the logged-in users’ will have access to view the worker and worker details.
- When the ‘AND’ option is selected under the ‘Operator to filter out comp plan records’ dropdown field, all the assigned legal entities of the worker should also be assigned to the logged-in user(s). Only in that case, the logged-in user(s)’ have access to view the worker and worker details.
- If no legal entity is assigned to the logged-in users’ role and the logged-in users’ role is assigned to the Compensation plan, the logged-in user(s) should not be allowed to view any worker on the ‘Workers’ screen.
New feature 9: Implemented the functionality to Hire, Rehire or Transfer if the applicant is interfaced from an ATS
Setup for the workflow
Under the ‘Parameters’ tab, the ‘System user’ role set as ‘HRBP’
Forms created using ‘Transfer’, ‘Rehire employee’, and ‘Rehire contractor’ templates
Assigned request group and request types to the Manager role with the ‘Behalf’ option ticked
Scenario 1: If the Personnel number is already assigned to the Applicant with active Employment, the Applicant can be transferred within the same Legal entity (with the active employment)
For ‘Pentagon VR Darren’, the Worker type is set as ‘Employee’ and the Worker status showing as ‘Active’
The legal entity for the employment showing as ‘USMF’
The Applicant is not hired and Personnel number ‘001108’ showing properly
Under the ‘Employment’ tab, selected the same legal entity as ‘USMF’. On clicking the ‘Next step’ button and the request types linked with the ‘Transfer’ form template will show under the ‘Request type’ dropdown field
On selecting the Request type for Transfer, all the details populated properly in the request form
The applicant is transferred to the new position ‘001041’ with the ‘Assignment start’ date as ‘29/03/2023’ and the ‘Assignment end’ date as ‘Never’
Scenario 2: If an applicant has a ‘Personnel Number’ with Worker status as Inactive, the applicant can be rehired using the ‘Rehire employee’ template via the ‘Applicants’ screen
For ‘Enola Homes’, the Worker status showing as Inactive
The Applicant is not Hired and the Personnel number showing
Under the ‘Employment’ tab, selected the legal entity as ‘USMF’. On clicking the ‘Next step’ button and the request types linked with the ‘Rehire employee’ form template will show under the ‘Request type’ dropdown field
On selecting the Request type for Rehire employee, all the details populated properly in the request form
The applicant is hired to the new Position ID ‘001034’ with the 'Assignment start' and 'Assignment end' dates showing properly
Scenario 3: If an applicant does not have a Personnel number, the user can Hire or Rehire the applicant (if the first name and last name match with the inactive worker)
For ‘Jeffrey Cambell’, the Wokrer status showing as Inactive
The Applicant is not hired with Personnel number not assigned
Under the ‘Employment’ tab, selected the legal entity as ‘USMF’. On clicking the ‘Next step’ button, the ‘Hire’, ‘Rehire’, and ‘Transfer’ options show. Clicked on the ‘Hire’ option
On selecting the request type linked with the ‘New hire employee' form template, showing under the ‘Request type’ dropdown field, all the details populated properly in the request form
After approval of the request, the Applicant is hired with the Personnel number showing
Scenario 4: If the Personnel number is not assigned to the applicant, the user can Rehire the applicant (if the first name and last name match with the inactive worker)
For ‘Jeffrey Cambell’, the Worker status showing as Inactive
The Applicant is not hired with no Personnel number is assigned
Under the ‘Employment’ tab, selected the legal entity as ‘USMF’. On clicking the ‘Next step’ button, the ‘Hire’, ‘Rehire’, and ‘Transfer’ options show. Clicked on the ‘Rehire’ option
On selecting the request type linked with the ‘Rehire employee' form template, showing under the ‘Request type’ dropdown field, all the details populated properly in the request form
The Applicant is hired with the Personnel number showing
Scenario 5: If the Personnel number is not assigned to an Applicant but has active Employment, the applicant can be transferred within the same Legal entity (with the active Employment)
For ‘Scott Sawayama’ with Legal entity as 'USMF' and the Worker status showing as Active
The Applicant is not hired with Personnel number not assigned
Under the ‘Employment’ tab, selected the legal entity as ‘USMF’. On clicking the ‘Next step’ button, the ‘Hire’, ‘Rehire’, and ‘Transfer’ options show. Clicked on the ‘Transfer’ option
On selecting the request type linked with the ‘Transfer' form template, showing under the ‘Request type’ dropdown field, all the details populated properly in the request form
The applicant is hired with the Personnel number showing correctly
Note: All above scenarios are working properly with the applicant’s Worker type set as ‘Contractor’.