Release Highlights
📹 Video: //player.vimeo.com/video/423514245
Release Webinar Recording
📹 Video: //player.vimeo.com/video/425453645
Feature Focus - People API Webinar
A recording of the People API Webinar on June 16, 2020 together with the webinar slides are available here.
A recording of the Q&A Session - Ask anything API on June 30, 2020 is available here.
Key Features
Other Features
Key Features
People API
A new standard way to connect your AssignmentPro to HR/company systems, covering the following data sets:
Employees
Assignments
Assignment Dependents
Spouse/Domestic Partner
Initiations
Configuration Search
Search for and navigate directly to any configuration page. Plus, search User Reports, Quick Workflows, Email Templates and User Report Types directly.
Configuration Enhancements
Over 20 different enhancements to make it easier and quicker to configure in AssignmentPro. Including copy buttons, copy available merge tags button for email templates, user page and security role configuration updates and quick links.
Reminder: These release notes summarise the changes to AssignmentPro in the current release.
For help using the new features or more details on how they work, the help center contains detailed articles, guides and videos.
Access the help center through the ‘Community / Help Center’ link, or help widget on any internal AssignmentPro page.
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Other Features
API
Technical documentation about the API is now provided via Swagger, which can be accessed by API Subscribers. The API Subscription Manager has been updated so that the initial creation of a Subscriber is handled via the User Maintenance screen, allowing for email address and password management. To access Swagger, create a new API Subscriber, send an email and temporary password, and use the credentials to login to AssignmentPro. The available endpoints and attributes will be based on the API Subscriptions and Permission sets of the user logged in.
Webhooks: Quick Workflows have been enhanced to send Webhook notifications to a target URL. A new tab is available on the Quick Workflow screen that accepts a URL and a message Body that can be populated with field names and merge codes, so that a set of identifiers can be configured to be sent.
Detail records of API events older than 15 days will be automatically purged, but high level information about events will be kept in the database
A new API Subscription will be available for People, which enables Employee and Assignment information to be exchanged between AssignmentPro and other systems. In addition to Employee and Assignment, Dependents,Spouse/Domestic Partners and Initiations can also be managed.
The Employee endpoint has special logic to prevent the creation of duplicate Employees, and will check the Employee System Number for matches against existing records, then a combination of First Name, Last Name, Gender and Email address if the first check results in no matching Employees
When using the API to create Assignments that should fall into specific Company Segment levels, the API can accept either the Name or the Client Code for the Segment. There is no need to use an AssignmentPro specific ID
Assignment Policy
Links have been added to the Assignment Policy configuration screen, to allow for quick navigation to the chosen Authorization Override Profile, Expense Report Template, Benefit Set, Assignment Package, Assignment Extension Approval Ruleset, Policy Field Exception Approval Ruleset and Core Flex Exception Approval Ruleset
Authorizations
The Authorization Override Profile page has been updated to add type-ahead search drop-downs when adding override fields. The page no longer needs to refresh when selecting fields.
Links have been added to the the Authorization Template screen to allow for quick navigation to the chosen Candidate Policy, Other Custom Prompt Set, Override Profile, Approval Ruleset and Policy Availability Settings (on the Policy Availability tab)
Checklists
Name and Description checklist template and checklist item fields will now support merge fields from user reports, allowing for richer detail to be provided to the user
Company Segments
Additional security can now be applied to one or more company segment levels. When ticked in company segment configuration, to view the assignment record the user must have access to the segment level and the to/from country
Compensation Worksheets
Fixed an issue when running report batches to ensure merge documents supported both Excel .XLS and .XLSX file formats
Configuration Page
To simplify navigation, previously hidden pages have been added the system level configuration page and menu items:
Notification Email Templates
Data Dictionary Overrides
Menu Item Overrides
Production Report Custom Header
Migration Packages
The Configuration page has been alphabetized
Configuration Search
The new configuration search feature allows users to search all configuration pages (system and company level) and also Quick Workflow, Email Template, User Report and User Report Type records
Where a user selects a company page and they have access to more than one company, they will be asked to select the company they wish to navigate to
Access to pages and records respects security roles (pages/records do not appear if the user has no access)
Existing ‘most recently used’ lists and assignment ID search features remain the same:
Clicking in the search box will show the most recently used list
Entering an assignment ID and pressing enter will take the user directly to the assignment record
Where menu items have been overridden, the new naming and the original page naming will be searched and displayed
Cost Estimates
Fixed an issue where some Cost Estimate calculations that are backed by User Reports would error
It is now possible to capture personal deductions to decrease taxable income without impacting the total assignment costs. This feature is added to the United States tax estimator and will be rolled out to other estimators as needed in future releases. To use this feature in a cost estimate, map the line item in the template to Base Compensation: Personal Deduction tax input name. In a compensation calculation, in the line item using one of the Expat4Cast Hypo calculations, select Personal Deductions as the calculation input. The deduction amount must be entered as a negative value.
Documents
Improved performance for external documents storage
Fixed an issue where the count of selected documents was not totaling correctly in certain scenarios
Election Sets
Display Name and Success Name Election Set Template Details fields will now support merge fields from user reports, allowing for more detail to be provided to the user
Internal Name, Display Name, Description and Additional Information Election Set details fields will now support merge fields from user reports
Fixed an issue where the Election Set status was not updated when there was a failure during creation
Fixed an issue where Election Sets would publish to the MEE even if they had failed
Email Templates
User Reports for merging can now be selected via a type ahead field and a link to the chosen user report record is provided
A copy button has been added to the Email Template screen to perform a copy of the current email template
Available merge tags can now be searched and copied, after selecting a merge data source or user report
Global Statement of Earnings (GSOE) Report
Employee IDs can now be used as an additional filter for GSOE reports
Integration (APro to APro)
Fixed an issue with the integration on the Move Management screen, relating to State/Provinces not being passed from the origin to the destination system
Landing Experience
Multiple Landing Experience dashboards can now be created and different users can now see different dashboards based on their Security Role
A default Landing Experience dashboard is now required for any company with the Landing Experience enabled. One is automatically assigned as part of the 20.3 release
Stencil widgets are a new widget type in the Landing Experience. Statistics List and Double Counter widgets are stencil widgets that are easy to configure but offer high customization. Stencil widgets have their look and theme defined but use a User Report to display any data that fits within the stencil's template
A Change Company menu item is now present in the navigation menu if the current user has access to multiple companies
"Cache Number of Hours" fields have had their names changed to "Refresh Time (Hours)"
Multiple bugs have been fixed related to widgets loading and data visualization
Fixed an issue where switching between configuration for different widgets could lead to incorrect fields appearing in the configuration panel
All widgets can now have their titles customized
The Upcoming End Dates widget can now display more employees if the widget is made larger
All widgets now have descriptions to help with understanding their different use cases
The Data Table widget now supports basic HTML such as hyperlinks, icons and font colors to support more customization and taking action based on widget data
The Open Initiations widget now has links to each initiation record to support easily inspecting the record
The following widgets now have links to each assignment record to support easily inspecting the record: The Upcoming Start Dates, Active Assignments by Country, Upcoming End Dates, Active Assignments by Phase, Cancelled Assignments, Extended Assignments
The following widgets now allow exporting their data in Microsoft Excel format: Count ‘em Up, Data Table, Extended Assignments, Cancelled Assignments, Exceptions Pending My Approval, Open Initiations
Dark Mode is no longer supported for the Landing Experience. All current users will be switched to Light Mode. This does not affect the Mobile Employee Experience
Lookup Maintenance
Lookup field drop-down on the Lookup Maintenance screen and the Lookup Company Override screen converted to a type-ahead search drop-down
Migration Packages
Added a new Migration Package type "User Report (includes Prereqs and Report Types)” to support the migration of User Reports with their prerequisites and report types in a single migration package. If some of the data has already been migrated, users can select the existing records or migrate a new copy.
Mobile Employee Experience
Fixed an issue when “Today” was not showing on the What's Happening Timeline
Performance Improvements
Reduced load on the database server to improve performance
Integration log cleanup now runs once daily to reduce server load
Optimized daily log cleanup to reduce server load
Optimized resource picker to reduce server load
Optimized security compiler to reduce server load
Optimized caching to reduce server load
Production Reports
Fixed an issue with the running and download of GSOE, GSOE Summary and GSOE per Assignment reports for some specific date intervals
Fixed an issue with the running of some specific RDLC reports with one or more sub-reports that require parameters
Quick Workflows
Added a copy button to the Quick Workflow screen to perform a copy of the Quick Workflow that the user is viewing
Security Role Maintenance
Added search by screen name, descriptions and URL to the role maintenance screen
A new checkbox option allows users to check/uncheck an entire row of screen access rights
Row highlighting was also added
Security Updates
As a standard process, Equus fixes vulnerabilities found through testing and analysis. For this release, a few enhancements have been made to address findings
Tasks and Reminders
New Type field added to the Tasks and Reminders screen to assist with organizing similar tasks and reminders
New Type field added to Tasks and Reminders import
Remind Resources column of the Company Tasks & Reminders import has been updated so EQTRUE and EQFALS are valid options
Tasks and Reminders import has been updated to include additional validations to assist users
Company Tasks and Reminders search has been added to the summary screen so users can more easily find tasks and reminders
Company Tasks & Reminders import supports using <Blank> as an import value to remove data from certain fields
Company Tasks and Reminders summary grid has been enhanced to provide users additional details
Company Tasks & Reminders Due Date History added, so changes to the Due Date can be viewed by users
Tax Assistance
Fixed an issue where navigating from the assignment Tax Authority to Employee Salary tab can result in “Cannot update TAXCALC_ASSIGNMENT” error
User Reports
Enhanced logging to assist in troubleshooting user reports
Fixed an issue where User Reports and Production Reports were not executing correctly from certain pages if the user had not cleared browser cache after upgrading to the latest AssignmentPro version
Fixed an issue where User Reports could not be run with the Excel Formatted option, if the column captions started with a number or if the column captions contained the special character “&”
Fixed an issue with the text aligned to the right (on the Excel cells) when the system preference “RPEXCDTHTM” is set to false
New User Report Reference section on the User Report screen, that lists all the features and screens that the specific user report is being listed and used
User Report Type and Report Category drop-downs on the User Report screen converted to type-ahead search dropdowns
Base Table and Data Source drop-downs on the User Report Type screen converted to type-ahead search dropdowns
New copy button on the User Report screen (company and system level) to perform a copy of the current Report
User Report publication lock/unlock icon now locks and unlocks directly on the User Report screen
User Tables
New field types within the User Tables: Countries, State/Provinces, and Cities, each of which use the system lists
New Resources field type within the User Tables that uses the resource list
User Experience improvements on the User Tables creation with no post-backs when field types are selected and hiding the disabled options in the additional info column
Vendor Integration
Added new UpsertVendorContact method under the base permission set for updating Vendor Contact details
Company and Company_CF have been added to the list of tables displayed for Push Scripts Integration Mapping Details
Widgets/Dashboards
A link has been added to the dashboard selector, to navigate to the selected Dashboard configuration screen, where the user has access to dashboard configuration