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ConnX V5.2 ER Release Notes Copyright © 2018 ConnX Pty Ltd 1 of 26 CONNX V5.2 ER RELEASE NOTES MARCH 2018

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Page 1: ConnX V5.2 ER · 2020. 7. 22. · 16 of 26 Copyright © 2018 ConnX Pty Ltd 3.2.2 Changes to the Employee Details View Made several changes to the Employee Details View:

C o n n X V 5 . 2 E R R e l e a s e N o t e s

Copyright © 2018 ConnX Pty Ltd 1 of 26

CONNX V5.2 ER RELEASE NOTES

MARCH 2018

Page 2: ConnX V5.2 ER · 2020. 7. 22. · 16 of 26 Copyright © 2018 ConnX Pty Ltd 3.2.2 Changes to the Employee Details View Made several changes to the Employee Details View:

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2 of 26 Copyright © 2018 ConnX Pty Ltd

Copyright © 2018 ConnX Pty Ltd ABN 46 108 567 960

Reproduction in whole or in part by electronic, mechanical or chemical means,

including photocopying recording or by any information storage and retrieval system,

in any language, is strictly prohibited except in accordance with the Copyright Act 1968.

The information contained within this document is for illustrative purposes only. ConnX

Pty Ltd and its employees accept no responsibility or liability whatsoever for any act or

omission upon the contents of this document.

ConnX Pty Ltd acknowledges that the product and company names mentioned in this

document may be the trademarks of their respective owners.

ConnX Pty Ltd

Level 8

303 Coronation Drive

MILTON QLD

PO Box 1122

MILTON QLD 4064

AUSTRALIA

Ph: 1300 CONNXHR

1300 266 694

Intl: +61 7 3368 2623

Web: www.connx.com.au

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TABLE OF CONTENTS

INTRODUCTION 4

DOCUMENT PURPOSE 4

AUDIENCE 4

BACKGROUND 4

COMPATIBILITY 4

CONNX SUPPORT 5

1.0 NEW FEATURES 6

2.0 CONNX BASE ESP SYSTEM (ALL CLIENTS) 8

2.1 GENERAL 8

2.2 WELCOME PAGE 8

2.3 MY DETAILS 9

2.4 MY TEAM 9

2.5 HR ADMIN 10

2.6 ADMIN 11

3.0 CONNX MODULES 14

3.1 AWARD INTERPRETATION 14

3.2 BUSINESS INTELLIGENCE 15

3.3 CONNXCAREERS 16

3.4 EXPENSE CLAIMS 18

3.5 LEARNING & EDUCATION 18

3.6 MOBILE 18

3.7 ONBOARDING 19

3.8 PERFORMANCE REVIEWS 20

3.9 RECRUITMENT 21

3.10 REPORTS MANAGER 24

3.11 ROLE POSITIONS SKILLS 25

3.12 TIMESHEETS 25

3.13 WHS 26

3.14 WORKFLOW FORMS 26

3.15 WORKFORCE PLANNING 26

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INTRODUCTION

Document Purpose

This document outlines the new features and changes in ConnX V5.2.

Audience

This document is intended for existing clients with ConnX V5.1 SP3.

Background

This release includes changes made since ConnX Version 5.1.12780 (20170731). Please

refer to the Release Notes provided with that release for a complete list of changes.

Download the ConnX V5.1 Release Notes

Download the ConnX V5.1 SP1 Release Notes

Download the ConnX V5.1 SP2 Release Notes

Download the ConnX V5.1 SP3 Release Notes

Compatibility

Please refer to the technical specifications document for more information.

Download the ConnX Technical Specifications

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ConnX Support

Please contact your ConnX Support Representative if you require any assistance.

Contact Address

Ph: 1300 CONNXHR

1300 266 694

Intl: +61 7 3368 2623

Email: [email protected]

Level 8

303 Coronation Drive

MILTON QLD 4064

AUSTRALIA

PO Box 1122

MILTON QLD 4064

AUSTRALIA

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1.0 NEW FEATURES

1.1.1 ConnX User Interface

We have implemented some underlying technology improvements in relation to the

user interface. For example, we’ve updated our third-party user interface controls, such

as grids, rich text editors, date pickers, etc. Generally speaking, you should not be able

to tell the difference between the old and new controls, but the changes mean that you

will have a better experience in the future.

1.1.2 ConnX Business Intelligence

There is a new business intelligence report available for ConnX BI called

“Employee Timecard Interpreted Transactions”. A new view has been created to include

the timecard information.

1.1.3 ConnX Careers and Apply with Seek

If you use the ConnX Careers platform, you now have the option of adding an

Apply with Seek button onto the application details page, as can be seen in the

sample screen below.

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This button allows candidates applying via your ConnXCareers site to extract data from

their personal SEEK profile to pre-fill the application form.

Additionally, having this integration point now meets one of SEEKs pre-requisites to

allowing organisations to have a SEEK Link Out account (bear in mind that SEEK also

imposed additional conditions to getting this as well). A SEEK Link Out account allows

you to see your vacancy posted on SEEK and press the Apply button and instead of

filling in your data on the SEEK website, it will re-direct you to your ConnXCareers

website and the candidate can apply there.

Please refer to the Seek website for more information about the Apply with Seek

functionality.

https://devportal.seek.com.au/our-apis/apply-with-seek/

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2.0 CONNX BASE ESP SYSTEM (ALL CLIENTS)

2.1 General

2.1.1 Logging into ConnX

Unrestricted system administrators now see the licence warning message when their

licence is due to expire even if they are using single sign on to access ConnX.

2.1.2 System Notifications

Made some changes so that ConnX now sends notifications to email addresses which

contain special characters (e.g. an apostrophe).

The approval and distribution list notifications for Visas now shows the employee name

and code, previously showed the code only.

Updated the email and system notifications when withdrawing a leave application so

they are easier to read and show the most important details more clearly.

Original message Updated message

2.2 Welcome Page

2.2.1 Widgets

Fixed a problem where Internet Explorer did not correctly show a vertical scroll bar on

all widget panels.

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2.3 My Details

2.3.1 Qualifications

My Details > Qualifications

The Course Details and Institution fields are now shown correctly in the webgrid.

Previously in some situations the fields of the first record were being display on all

records.

2.3.2 New Leave Application

My Details > Leave Details > Leave Application – New

Made some further improvements to the new leave application process when running

on slow internet connections so that the Leave Relationship field correctly displays

when necessary.

Improved the validation of the hours off fields for part day leave application so that

they must be greater than zero.

The Total Hours Off field will now auto calculate and populate after you enter a Start

Time and End Time on a part day leave application.

2.4 My Team

2.4.1 Disciplinary Events

Resolved an issue where the user could not select or clear the

Employee Can View this Disciplinary Event checkbox after the event was first

recorded.

2.4.2 Work Schedule

My Team > Work Schedule

Resolved an issue where you could not make changes to the work schedule data in the

first cell of top row if it was a public holiday.

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2.5 HR Admin

2.5.1 Perform Import

HR Admin > Perform Import

To improve speed and ensure consistent data, we now clear relevant employee leave

balances (except RDO balances) before re-importing them from Sage MicrOpay payroll.

Fixed an error that occurred if the Payroll Import Settings for Cost Accounts or Pay

Classes were set to Auto Accept in Use and you were importing from Sage MicrOpay

with new Costs Account items or Pay Class items.

2.5.2 Perform Export

HR Admin > Perform Export

Resolved an issue where leave applications from a previous pay period where included

in the export file when you performed the same export a second time.

For Timecard employees, resolved an issue where a timecard was not always flagged as

Completed after the export if the timecard had zero hours for an AutoPay employee.

2.5.3 Process Leave Applications

HR Admin > Process Leave Applications

Fixed an error that occurred when you made changes to the Hours Off field while

processing an RDO leave application.

2.5.4 Process Requests

HR Admin > Process Requests

Further speed improvements have been made when setting the Request Type filter as

“[All Requests]”.

Resolved a display issue in the popup screen when viewing a custom workflow form

which included a date and time field and the time component was not filled in.

Resolved an issue where the Process button was not available for requests related to a

Notice of Resignation or Retirement. Can now Process this workflow form and open

the Employee Separations page correctly.

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2.5.5 New Starter

HR Admin > Manage New Employee

You can now add, edit, and save Bank Names up to 100 characters long.

If importing a new employee record from an onboarding system (or other third-party

system) using the ConnX Web Service, any date fields being imported which are blank

are no longer being set to the default date of 01/01/1900.

When creating a new user account, the employee code is now verified as part of

workflow approval and denied if it already exists in the system.

2.5.6 Maintain Employees

HR Admin > Maintain Employees

You can now open multiple tabs/windows to make and save changes for different

employee records. When you complete making changes, simply click the Save button

on each tab/window before closing that tab/window, and then go on to edit the other

records.

2.5.7 Setup Regions

HR Admin > HR Admin Settings > Regions

Resolved an issue where you could not assign a region if you were grouping items on

the webgrid.

2.6 Admin

2.6.1 Disciplinary Event Notifications

So that user defined fields can be included in Disciplinary Event notifications, we have

added the Include in Notifications field for when you configure the UDFs via Admin >

Settings > User Defined Fields.

If you wish to enable this feature, please edit your UDFs and turn it on.

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2.6.2 Permission Settings

Admin > Settings > Permission

Added a new permission setting to control whether Supervisors or Managers can see

the disciplinary events for employees of the same Access Level or below.

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Reviewed and updated all pages that display salary and rates to ensure that HR Admin

and Admin permission settings apply correctly throughout ConnX.

2.6.3 Employee Rule Set Group Assignment

Admin > Leave > Employee Rule Set Group

Resolved an issue where you could not unassign an employee from a Rule Set Group in

some instances.

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3.0 CONNX MODULES

3.1 Award Interpretation

3.1.1 Timecard Entry

Timesheets > Timecard Entry

When employees are configured with paygrade changes by cost account, ConnX now

includes the pay grade change for manual entitlements that are not evaluated by the

Award Interpreter.

3.1.2 Schedule Difference Rule

The Exceed Schedule Duration Rule can now trigger for employees who have a

work pattern with the “Enter Hours Per Day” or “Contract Hours” as the Hours Source.

Previously worked only on work patterns with start and finish times.

3.1.3 Public Holiday Not Worked Rule

Fixed an issue where the Public Holiday Worked Rule created a new work interval after

a break when the employees’ work pattern went past midnight.

3.1.4 Assigning Timecard Export Templates

Admin > AIR Admin > Export Settings > Assign Export Template

For new employees, you can now correctly use the employees hired date as the

Effective From date when assigning and know that transactions for that employee will

be exported in the appropriate pay period.

3.1.5 Permission Settings

Admin > Settings > Permission

Made a change so that the Dollar Values setting (in the Interpreted Results Grid) is

always visible to the users that have permission to see it. The Dollar Values (in

Interpreted Results Grid) setting has been removed from the Permission Settings Page

(Admin > Settings > Permission).

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3.2 Business Intelligence

3.2.1 New “Employee Timecard Interpreted Transaction” Report

There is a new business intelligence report available for ConnX BI called “Employee

Timecard Interpreted Transactions”.

To access the new report:

1. Open ConnX > Reports > View Dashboard.

2. Select the Browse tab.

3. Type the report name (i.e. Employee Timecard Interpreted Transactions) directly

into the Search Content field, and press Enter, or open the ConnX/Timesheets

folder.

4. Click “Employee Timecard Interpreted Transactions” to open the report.

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3.2.2 Changes to the Employee Details View

Made several changes to the Employee Details View:

- The Leave Applications section now has the following additional fields available

for your use: Start Time, End Time, Hours Start, and Hours End fields.

- The Employee Positions Current, Employee Positions Historical, Employee

Positions Last Assigned sections now have the following additional fields for your

use: FTE Hours Per Week.

- Added the Period End Date (Pay Frequency Group) and Manual Entitlements to

the filter sets.

3.2.3 Accessing ConnX BI in multiple web browsers

Resolved an issue where a user could not use ConnX BI when they were logged into a

different instance of ConnX (for example, using a different web browser). Now all other

sessions are closed whenever the user logs in.

3.2.4 Importing the BI File

Note that after importing a BI file (containing updated BI views and BI reports, generally

used for upgrading the BI module) via Reports > Report Administration, the cached

filters are automatically refreshed the next time the BI service polls. This normally starts

a few minutes after the import has completed and may take up to half an hour to finish.

This process can use all the server resources and may impact the performance of the

server. Therefore, it is highly recommended that you import the BI file when the server

is not used by other systems or applications.

3.3 ConnXCareers

3.3.1 Available Jobs and Expression of Interest

Vacancies are now visible all day up until 11:59:59PM (based on the ConnXCareers

server time) on the closing date. They will then become hidden after that.

When there are no vacancies published to ConnX Careers, a new message of "There are

currently no vacancies available at this time." now shows on the Available Jobs screen.

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When there are no expression of interest vacancies published to ConnX Careers, a new

message of "We are currently not advertising any positions for Expression of Interest."

now shows on the Expression of Interest screen.

Removed some of the text that was under the Expression of Interest job because it was

too generic.

3.3.2 Privacy Notice

We've added a Privacy link to the footer of all pages in ConnXCareers. The link opens a

new tab with the privacy policy.

3.3.3 Applications

To increase speed and performance, when an applicant uploads a photo as part of the

application form, it is automatically resized to a maximum width of 300 pixels.

Cover Letter and Resumes that a candidate uploads are now validated to make sure

they are of a specific file type (i.e. doc, docx, pdf, txt, rtf, odt).

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If a mandatory field is not filled in when a candidate attempts to submit their

application, the screen now re-positions them to the first mandatory field they missed.

Made some minor formatting changes to improve the display of screening questions

on the Application Form.

3.3.4 Submitted Applications

Fixed an error that occurred when using the pagination buttons on the Submitted

Applications screen. Added a new filter above the webgrid on the Submitted

Applications and Submitted Expressions of Interest screens.

3.4 Expense Claims

3.4.1 Setting up Expense Claims

Admin > Expenses Claims > Setting up Expense Claims

The Automatically enable Expense Claims for new employees setting now operates

as expected.

3.5 Learning & Education

3.5.1 Historical Class Enrolment

Learning > Historical Class Enrolment

Resolved an issue where the Employee filter disappeared when the user changed the

Document Upload method.

3.6 Mobile

3.6.1 Login Screen

The account suspension notification is sent only once to Administrators when an

employee fails to log in after the set number of failed login attempts.

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3.6.2 Leave Applications

Improved the validation of the Hours Off fields for part day leave application so that

they must be greater than zero.

The Hours Off field will now auto calculate and populate after you enter a Start Time

and End Time on a part day leave application.

3.6.3 Pay Advices

Pay Details > Pay Advices

PDF Pay Advice files from HR3Pay are now encrypted using ConnX’s algorithms after

they have been opened in ConnX.

3.7 Onboarding

3.7.1 Onboarding Configuration

Admin > Settings > Onboard Config

The Test Connection button is now only enabled once the configuration record has

been saved.

3.7.2 New Starter

HR Admin > Manage New Employees > Add a new starter record

When selecting the Onboard button it will now save the record and then send it to the

onboarding system.

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3.8 Performance Reviews

3.8.1 Current Reviews

Performance > Current Reviews

The Summary screen at the end of the Review form now uses any custom labels for

participant roles that you have setup.

When adding a goal on the Review Form via the goal pop-up, the goal now correctly

saves as expected and you do not need to select Next or Save Progress on the main

screen.

Added the ability to delete a goal from the Create Goal Section on a Review Form.

Note that there are still rules that govern when a goal can be deleted. For example,

users cannot delete a goal here if it has already been approved.

3.8.2 Goals

Performance > Goals

Goals are locked, and changes cannot be made after the goal has been approved by

the employee and manager.

Removed the Delete button from the Edit window so that users cannot accidently

delete the goal after it has been approved.

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3.8.3 Workflow Inbox

The user must select the Process button to approve goals. There was an issue where

goals were automatically approved when the user made and saved changes to a goal,

but this has been resolved.

3.8.4 Review Answers

You can now setup a Goal Review answer and use the same points for each item and

still have the goal review save properly in the Review Form. Previously you had to set

the points differently for each item within the same review answer. [test existing data

3.8.5 Extract Review Answers

Performance > Extract Review Answers

When users export the contents of the webgrid to Excel:

- the file no longer contains any HTML tags.

- the file now includes the Section name and Question column.

3.9 Recruitment

3.9.1 Vacancy Noticeboard

Company Info > Vacancy Noticeboard

Resolved a display issue and now screening questions are correctly displaying on the

Vacancy Noticeboard.

3.9.2 Applications

Recruitment > Applications

Setting the applicant Status to Short Listed now increases only the Short Listed count.

Previously, the Interview count also incorrectly automatically increased by one.

The date that the application was created is now visible in the Activity panel if the

applicant record was created via the ConnX Process Applicant Service (e.g. from SEEK,

or another job board).

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The date picker for the Date Received field now operates as expected when manually

creating an applicant record.

Resolved an issue where the qualification appeared twice on the Screening tab if an

applicant answered positively when applying via ConnX Careers.

3.9.3 Vacancies

Recruitment > Vacancies

There is a new link under the Apply URL textbox on the eRecruitment Details tab if

the vacancy is advertised on ConnX Careers. Users can click this link to automatically

add the vacancy URL to the Apply URL field.

Vacancies are now immediately removed from the ConnX Careers website when they

are deleted in ConnX.

Recruiters can now select the root node (or highest node) on the location tree for the

vacancies that are sent to ConnX Careers.

Updated the Locations used in ConnX so that they are the same as the locations used

by the latest change in the SEEK interface and vacancy details can be added without

causing an issue.

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3.9.4 Applicant Correspondence

Recruitment > Vacancy - Send Notifications

There are three new columns in the webgrid that Recruiters can use to filter

correspondence with applicants.

1. Applicant Media/Agency

2. Applicant Score

3. Is Employee

3.9.5 Setting up Recruitment

Recruitment > Setup

Special characters can now be used for stronger passwords in eRecruitment.

3.9.6 Media

Recruitment > Media

You have the option to set up three different interfaces when you want to automatically

post vacancies online: ConnX Careers, Seek, and Broadbean. You can use the

Broadbean interface to post vacancies to other job boards.

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3.9.7 Removing Old SEEK API Interface Log Records

To maintain system performance, there is a new CAP process for deleting Seek API 2017

media vacancy logs older than a set number of days. You will need to go to Admin >

Settings > Automated Process Scheduler to review and update the process

configuration.

3.10 Reports Manager

3.10.1 Report Administration

Reports > Report Administration

Added the ability to filter reports according to Department Type.

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3.11 Role Positions Skills

3.11.1 Positional Chart

Company Info > Org Chart by Position

Now, when you select to Export Entire Org Chart to Viso:

- the file now only includes positional levels from the Start At drop down list;

- the file now includes the Employee Code.

3.12 Timesheets

No substantial changes have been made to this module.

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3.13 WHS

3.13.1 WHS Person Involved

WHS > Incidents

You can now select the Specific Bodily Location when adding details about an injury.

3.14 Workflow Forms

No substantial changes have been made to this module.

3.15 Workforce Planning

No substantial changes have been made to this module.