Version 7.5.0

Changes

  1. [BK] Default finance book is defined per mapped user.
  2. [CAB] User can now manage the attendance policy for all schemes rather than strict and flex only.
  3. [INV] Income Report – Replaced “Tax Total” amount widget with “Net Income” amount.
  4. [Personnel] The following configuration keys allow to define multiple emails to be notified rather than one user.
    • Vacation request approval
    • Permission request approval
    • Shift request approval
    • Probation evaluation submission
  5. [REC] Upon sending proposal to candidate, user is allowed to enter cc and reply-to emails fields.
  6. [REC] Application page highlights declined proposals in red and accepted ones in green.
  7. [REC] Proposal body supports rich text format, the user is enabled to style text using bold, italic, text alignment and other RTF options.
  8. [REC] Introduced a new application status “Not Selected” for candidates who passed interview but not proposed. User can optionally send email upon setting application status to “Not Selected”.
  9. [REC] “Interview Outcome” is renamed to “Interviewer Rating”.
  10. [REC] “Interview Details” is renamed to “Rating Details”.
  11. [SalesForce] “Leads” renamed to “Connections” and details migrated to Contact Module, now the management of Leads (Connections) and contact person data will be made from Contact Module.
  12. [SalesForce] “Products” renamed to “Items” and data migrated to Item module, now the management of Items will be made from Item module.
  13. [SalesForce] Introduced a way to map items from the Item module individually or by specifying category or type of item.

New Features

  1. [BK] Enable users to choose whether to reset existing accounts before importing the new ones or append to existing ones.
  2. [CAB] The following new parameters have been introduced to pay-rule formula editor:
    • Attendance cycle days: counts number of days during the attendance cycle.
    • payroll cycle days: counts number of days during the payroll cycle.
    • tenure days within attendance cycle: counts employee’s tenure period within the attendance cycle.
    • tenure days within the payroll cycle: counts employee’s tenure period within the attendance cycle.
    • tenure to attendance cycle ratio: ratio of (employee’s tenure period within the attendance cycle) / (attendance cycle days).
    • tenure to payroll cycle ratio: ratio of (employee’s tenure period within the payroll cycle) / (payroll cycle days).
    • interval start day index: tracks index of first day in the period of the apply range.
    • interval end day index: tracks index of last day in the period of the apply range.
  3. [Common] Added new search filter for users listing page by user status (enabled / disabled) users, and search applied upon pressing enter.
  4. [E-INV] Add new confirmation dialog before initiating cancel document request or decline document rejection request from ETA side.
  5. [Expense] Introduced tax type and apply on expense records.
  6. [Expense] Introduced new report for taxes applied to expense records.
  7. [INV] Introduced new report (Summary and details) for taxes applied to invoices. Report can be displayed and exported in excel format.
  8. [INV] During creating new invoice/proforma or editing existing ones, the whole page is locked and save button is disabled until action complete to prevent record duplication.
  9. [Personnel] Introduced a new configuration key that allows users to show/hide “Unachieved Target Hours” in the attendance report.
  10. [Personnel] introduced a new configuration key to define the allowed maximum and minimum daily overtime minutes. The overtime configuration section now offers the following configuration keys:
    • Allow head to set Overtime.
    • Max allowed overtime timing.
    • Upper overtime limit offset.
    • Min overtime threshold.
  11. [REC] User can now start a new active period for an existing vacancy while keeping log records for active periods in the following format:
    • Start Date.
    • End Date.
    • Created by user.
    • Created on.
    Note that the user cannot edit the start-date of a vacancy period if period has already started, while it is possible to edit end-date to today or future value. The following user-levels have the permissions to edit or start a new period:
    • Recruitment Supervisor.
    • Vacancy Approver.
    • Vacancy Editor.
  12. [REC] Added a new search field to the vacancy list page to search vacancies by position grade.
  13. [REC] Ability to send a rejection email to candidates that failed the interview.
  14. [REC] On the application submission page, a new drop down boxes are added to enter candidate’s country and city.
  15. [REC] On adding a new vacancy / vacancy request, the user is enabled to load the job description from the position’s setup.
  16. [SalesForce] Introduced “Tags” which allow setting up tags on multi dimensions. User can assign up to one tag from each dimension to a suggested connection.
  17. [SalesForce] Introduced the ability to filter the connections by assigned tags.
  18. [SalesForce] Introduced a way to define connection source, now you can set up a list of sources and define which source each connection came from, and you have the ability to filter connections by a source.
  19. [SalesForce] Introduced a way to define one or more owners for each connection to define the sales persons who own each connection.
  20. [SalesForce] Activities Listing page is now availed in “Tabular” and “Calendar” formats. The “Tabular” format displays activity attributes and possible actions (view, edit, change status, assign new activity).
  21. [SalesForce] Introduced a way to limit the management of connection and activity per user-level:
    • Salesperson can only view and manage his connections and activities.
    • Sales Team Lead can view and manage all team’s connections and activities.
    • Sales Manager can view and manage all company’s connections and activities.

Bug Fixes

  1. [BK] Importing chart of account gives a success message while no data imported.
  2. [BK] Update multiple journals gives an error message while journals have been updated successfully.
  3. [E-INV] Refreshing a document causes corresponding company name to disappear.
  4. [INV] Income report page issues:
    • Tax types were not calculating correctly.
    • Print report did not work.
  5. [INV] Add / Edit invoice, standalone tax row did not respect tax type nature (addition/deduction).
  6. [INV] Add / Edit standalone tax row did not respect tax type nature (addition/deduction).
  7. [Org] Organization info was not displayed unless the edit button is clicked.
  8. [REC] Validation criteria on application field are not respected.
  9. [REQ] Back navigation clears selected drop down boxes.
  10. [REQ] Validate wrong input field while adding or requesting vacancy.
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