Changes
- [Bookkeeping] A new filter for journal status (Posted / Non-Posted) is introduced to the following reports:
- Monthly Journal
- Income Statement
- Balance Sheet
- [Bookkeeping] Opening balance accounts for whether a closing journal is created or not to accumulate starting balance across successive fiscal periods for balance sheet accounts in the following reports:
- General Ledger
- Monthly Transaction
- Trial Balance
- [Personnel] The schedule template is no more updated alongside the contract details. It is now updated separately.
- [Personnel] Head user-level now has the access to show direct and indirect subordinates down to deepest level by checking “show indirect subordinates” check box. This effect is extended to the following pages:
- Vacation Listing
- Permission Listing
- Shift requests
- Policy Actions
- Attendance report
- [Personnel] Shift request now supports “Maintain Target” option for unattended shift types. This option enables user to request a shift that spans out of the working hours without increasing the target hours while summing up shift duration to the achieved hours.
- [Personnel] Before, it was not allowed to add a permission on a day that already includes a partial vacation. Now, users can add permission and partial vacation on the same day.
- [Personnel] HR Supervisor user-level is now allowed to download, view, and remove an attachment from a vacation on the listing page.
- [Personnel] Partial vacations is now allowed on the other day of a cross day shift.
New Features
- [Personnel] Custom vacation types are now shown by name in the general attendance report as well as in the exported sheet.
- [Personnel] Partial vacation type is now shown in the general attendance report as well as in the employee attendance report.
- [Personnel] New configuration option added to shift type setup that enables request “Auto-Approval” without head interference.
- [Personnel] The shift request dialog offers now visualization for the shift being requested alongside other shifts on the calendar day to help user recognize the end result after submitting his request.
- [Personnel] Subordinates page allows Head user-level to display indirect subordinates down to the deepest level. New filter fields have been added to enable user lookup for specific employees using:
- Employee code
- Employee name
- Department
- Location
- [Personnel] New filter introduced in Probation Evaluation page for head user level to allow filter for:
- Direct / Indirect subordinates
- Employee code
- Employee name
- [CAB] Introduced a new report to display modification logs of employees data. The report can be filtered using different criteria such as specific department, sub-department, position, location, log type, old value, new value in addition to apply date or log date range, and can be exported into an Excel file. The exported Excel file has two worksheets; One that includes export info (user, exported at date/time, and applied filter fields), the other includes all exported data.
- [CAB] CAB Supervisor user-level can now edit a settlement record in a pending payroll cycle.
Bug Fixes
- [Personnel] Max overtime minute value in the general attendance report did not respect the “Overtime Timing” configuration.
- [Personnel] Reason submitted in vacation request was not saved to vacation record upon approval.