Release Highlights
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Release Webinar Recording
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Feature Focus - People API Webinar
A recording of the People API Webinar on August 18, 2020 together with the webinar slides are available here.
Key Features
Other Features
Key Features
Employee Self-Initiation
The ultimate in self-service: Employees can access AssignmentPro and request a move themselves.
Employee auto-provisioning and self-initiation forms make this possible.
User Synchronization
Existing user accounts can now be synchronized with your corporate identity provider (IdP). Meaning that updates to user information, deprovisioning, or changes in roles can be automatically updated in AssignmentPro, to ensure access is correct.
People API Updates â Initiations, Salary, Family Size, Contacts and more
The People API can now create initiations. Additional features have also been added with support for salary, family size, contacts, custom fields, country codes, booleans and webhook authentication.
Reminder: These release notes summarize 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 âCommunity / Help Centerâ link, or via the help widget on any internal AssignmentPro page.
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Other Features
API
General API updated have been made updated as follows:
The API Subscription Manager has been updated to allow for the configuration of System Profiles for Webhooks, so that the parameters required by target systems to authenticate messages can be input on the screen. The System Profile can be selected when creating a Webhook on the Quick Workflow screen
Support for Custom Fields has been added to the API. When enabled, they will be available as attributes on their parent objects, for example Assignment or Employee Requests can now include the desired lookup type per field as part of the URI, so that either an ID or Display Value can be sent or returned. When no lookup type is specified, the stored database value will be returned by default
Boolean fields will always return âtrueâ or âfalseâ in responses, and the API can accept different variations of true or false for create or update requests without needing to specify a lookup type
Special logic has been built-in for country fields, so that the Display Name, 2 character, or 3-character ISO code can be provided in create or update requests without needing to specify which value is supplied. For read requests, one of the types can be provided in the URI
The People API has been updated as follows:
The People API Subscription has been updated to grant access to additional endpoints for Assignment Compensation Salary, Assignment Compensation Bonus, Assignment Compensation Policy, Assignment Employee Contact, Assignment Family Size, Assignment Mailing Address, and Relocation Screen Contact, as well as applicable Custom Fields
Initiations can be created via API requests using the People API Subscription. A flag to designate when the information for an existing Assignment can be supplied in the request body, and a subsequent request to a specialized endpoint will create an Authorization record. Configuration Template IDs and Authorization Coordinators can be optionally supplied when calling the endpoint
Assignments created with API requests will decrement relevant click counters and licensing modules
Spouse/Domestic Partners will now be included as a relationship for Assignments
A new user API service has been added to sync IdP information for existing users. The API will support multiple scenarios, such as update of user information, deprovision scenarios and profile update (moving from one Role to another)
Authorizations
Employees can now use the Mobile Employee Experience to initiate an Authorization to request a move
Employee initiations create an authorization record in AssignmentPro, to begin the move process
Authorization Templates have a new control (âEmployee Self-Startâ) to allow employees to start an Authorization via the Mobile Employee Experience
Simple initiation forms can now be created for employees to complete, containing standard fields, custom fields and user table fields. The initiation form allows fields to be grouped in sections, and field order to be defined, with the ability to make fields required
A subset of standard Authorization fields and Assignment Custom Fields set to display on Authorizations are supported for self-initiated moves
Employees using the Mobile Employee Experience will see a new option to initiate their own move, where the âEmployee Self-Startâ control has been configured
Multiple self-initiated move forms can be configured for employees to select from
Current self-initiated move requests and previous self-move requests are visible to the employee at login
Fixed an issue where hierarchical lookup fields displaying from User Pages on an Authorization were not honoring the 'Is Required' parameter
Checklists
Fixed an issue where merged text on checklist templates was truncating
Compensation
The Generic Tax Estimator now supports country specific default values for certain tax calculation inputs, which can be configured for use in Compensation Calculations and Cost Estimates when a country is not supported by the Equus Tax Engine. The Country configuration screen has been updated with a new tab where the desired default values can be specified, and the country can be flagged so that when the Home or Host country for an Assignment matches, the default values will be used by the Tax Estimator. This applies to both Compensation Calculations and Cost Estimates generated manually or by batch processes
The Compensation Calculations, WICE and Cost Estimates have been adjusted to support custom values for the Country name, without affecting the Equus Tax Engine
Compensation Worksheets
Compensation Worksheet Dictionary entries now provide a link to the selected Custom Calculation
Configuration Search
Fixed an issue where the page name was not being displayed on the company picker modal
Fixed an issue where the Most Recently Used assignment search was not respecting the default assignment landing page
Cost Estimates
Cost Estimates can utilize new logic via the Generic Tax Estimator for country specific default values. See the Compensation section for details
Cost Estimates have been adjusted to support custom values for the Country name. See Compensation section for details
Documents
Fixed an issue where Last Update By and Date were incorrectly being updated
Export Data
Previously, Exports would fail after site migration, this has been resolved
Invoice Management
Fixed an issue where Multi-move Vouchers were rejected when using rules based on Assignment information
Manual rejections of an expense, either through manual Review or Bulk Review will now require a Reject Reason
Audited expenses can now be overridden, an override reason is required
Reprocess Voucher is a new operation that allows single expenses or full vouchers to be reprocessed through an updated set of rules
Landing Experience
A new Advanced HTML Widget has been added that allows users to use custom HTML code to create advanced custom widgets
A new ranking widget has been added to display three categories each with an icon and their counts
A User Report is now required to be selected before saving a newly created custom widget
The Upcoming Start Date and Upcoming End Date widgets now hide inactive assignments
The âActive Assignments by Phaseâ widget now inspects multiple date fields and shows an End Date based on the same field priority list as âUpcoming End Datesâ widget:
Assignment!Actual End Date
Authorization!Actual End Date
Assignment!Current Extension End Date
Authorization!Current Extension End Date
Assignment!Scheduled End Date
Authorization!Scheduled End Date
Assignment!Host Country Departure Date
Authorization!Host Country Departure Date
Migration Packages
Fixed an issue where user reports with payroll exports would not migrate correctly
Fixed an issue uploading migration packages with Internet Explorer
Fixed an issue where filter conditions for User Reports would sometimes be disordered when migrated
Improved migration package validation and transaction rollback on error
Mobile Employee Experience
Employees can now self-initiate a move. See âAuthorizationsâ for more information
Fixed an issue where multiple money custom fields on the employee profile could cause instability
Payroll Reporting
Fixed an issue on generating a payroll report/export, where the generated file format was different than before (with the headers bold and underlined), due to the file now being generated as a pure excel file. The system preference âRPEXCDTHTMâ will allow roll-back to the previous exporting behavior
Policy Fields
Relocation Policy Fields have been updated so Service Order Types can be configured for each Policy Field. This will allow users to report on service orders details and policy field exceptions together
Assignment Relocation Policy Field summary has been updated to show service orders that are mapped to the same Service Order Type
Assignment Relocation Policy Field summary has been updated so users can expand and collapse sections each section
Service Orders have been updated to show Relocation Policy Field Exception details when the Service Order Type has been configured
Production Reports
The Global Statement of Earnings report has been adjusted to include a prompt of Employee System Number comma-separated input. This will allow the report to be run for a specific set of employees
Quick Workflows
The User Report drop down on the Quick Workflow screen has been converted to a type-ahead search drop down with a navigation link
Fixed an issue with the automatic creation of CDR and Election Sets when the Scalar system preference is set up in the system
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
Tax Assistance
The Wage Feed import has been updated to support inserting and updating data on all three Tax Assistance tabs (General, Tax Authority, and Employee Income tabs)
User Provision
Employees can now be automatically provided with access to AssignmentPro through SSO, once configured
Vendor Integration
Fixed an issue where some Vendor responses cause the Integration Event History page to render incorrectly
Fixed an issue where some Vendor Updates would not correctly log errors
New tables have been added to the base permission set for Vendor Integration. The new tables are Relocation Policy Field Exception, Relocation Policy Field Exception Custom Fields, Relocation Policy Field Exception Routing History, and Relocation Policy Field Section
Widgets/Dashboards
Fixed an issue on the Tasks and Notifications widget where overdue tasks were not taking precedent over future tasks