ActionHRM Release Notes Version 4.60


4.60 Release Notes

Overview

New Features
• Performance Review Raters can now be allocated to specific review sections
• New Leave Request submission and approval block – based on minimum balance check
• System default emails can now be customized by client including custom instructions.
• Multiple Employee documents can be uploaded with a single upload action
• Improved Organization Chart view and filtering
• Workflow Age and Excel Output has been added to System > Workflow Admin
• Improved Generic Workflow Emails
• Description has been added to Location values for external reporting
• Quick Access to add button – with quick collapse
• Allocation and Duties can now be assigned to employees

Minor Fixes/Changes
• Employee ID and Position ID added the Establishment / Employee details report
• Improved Headcount reporting
• Benefits module added to South American Locale
• Dependents form moved to Employee for convenience
• Gender Not Disclosed Value supported on MY Recruit

Feature Overview
Performance Review Raters can now be allocated to specific review sections
Previously if a review contained multiple Goal or Feedback sections and a rater was added – they
would have to respond to all Goal sections and / or all Feedback sections. This has now been
extended to be specific to exact sections. In the below example we have multiple goal sections
(Job Goals, Special Projects) and multiple feedback sections (Values, Core Competencies).
When the Rater Assessment is sent depending on the component settings elected, they will only
be required to complete the specific settings.

New Leave Request submission and approval block – based on minimum balance
check
We have introduced a new leave request submission and approval block based on a minimum
balance check requirement. This was introduced to allow clients to restrict an employee’s ability
to exceed entitlement balances e.g. not being able to apply for further leave until additional leave
is accrued / earned.
This block is set against the leave type. To add a balance blocker go to Leave > Admin > Leave
Types and modify the item. Please note the minimum balance is input in hours – and refers to the
balance check amount not the current entitlement. You can enter a positive / negative or zero
balance. The default is empty, which means no balance block will be applied.
In the below screen the expected balance of -18.45 exceeds the minimum balance block of zero
hours. A red warning has been presented and the Submit button has been disabled. If the
employee was able to submit the leave, any subsequent changes meant that the approvers check
was now negative and approval of the request would also be disabled.

System default emails can now be customized by client including custom
instructions.
The email editor is available for our support staff to assist you with tailoring the email content.
This allows you to include custom instructions / wording. Please note that some default structures
and merged keys will remain.

Multiple Employee documents can be uploaded with a single upload action
The Employee > Document Store now supports multiple file uploads. To use this feature simply
select multiple files when in your file browser (see below).
Or you can drag and drop files to anywhere in the application window when this form and wizard
is open.
Once selected, you will see a preview with the files (and their respective sizes). Please note only
one file type will be applied to the files being uploaded so if different types are required you will
still need to process this in multiple uploads.

Improved Organization Chart view and filtering
We have improved the organization chart filtering. When filtering by a department or cost centre
etc – all matching results will be included and the chart will be drawn up to the top of the
organization chart and indicate whether these other employees matched the filter rule.
In the below example the Development manager and Software engineers matched the
department filter – this is highlighted by the bracketed value in green. In addition to improve the
view of large organization charts where positions have the same role title, manager and reporting
information they will be consolidated into a single box. Note the four Software Engineer positions
(with two being vacant and two with incumbents)

Workflow Age and Excel Output has been added to System > Workflow Admin
To allow clients to quickly extract high level workflow information including the workflow age an
excel output button has been added to the System > Workflow Admin form.
To use this simply select any filters if applicable and click on the Excel icon – this will extract all
on screen results and columns into Excel.

Improved Generic Workflow Emails
Generic workflow emails have been improved to include the workflow name, target employee and
step processing information. See example below.

Description has been added to Location values for external reporting
For reporting convenience an additional description value has been made available against
locations.

Quick Access to add button – with quick collapse
In most interface areas where multiple rows can be added or exist, a quick collapse icon is
displayed allowing for direct access to add records without the need to scroll.

Allocation and Duties can now be assigned to employees
The client can assign allocation and duties to employees (see below).
Adding categories will assist with the assignment of allocations and duties for employees either
as fixed or % splits. Under Employee > Admin > General from the dropdown menu select
Allocation Categories (see below).
4.60 Release Notes

Job Positions can now be filtered
You can now apply filters when searching under Jobs > Positions.