Release Highlights
📹 Video: //player.vimeo.com/video/461039151
Release Webinar Recording
📹 Video: //player.vimeo.com/video/463162545
Feature Focus - Business Rules Webinar
A recording of the Business Rules Webinar on 13 October 2020 together with the webinar slides are available here.
Key Features
Other Features
Key Features
Invoice Auditing Logic
Use the new business rules feature to review your vendor invoices and automatically approve/reject. The new logic allows you to accurately review thousands of rows of invoice with one click. Business rules allow quick and consistent checking of multiple different data points.
Business Rules
A new way of building calculations for Cost Estimates, Compensation Calculations and Invoice Auditing.
With the interactive and user-friendly rule builder, AssignmentPro users are now able to build powerful calculations, backed by business logic that can include Table Lookups, Maths, Functions and more.
Business rules functionality will be gradually added to other features over coming releases.
Media delivery in the Mobile Employee Experience
Automatically push videos, documents and links to employees via the Mobile Employee Experience.
Document API
Send and retrieve documents via the new documents API.
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 ‘Community / Help Center’ link, or via the help widget on any internal AssignmentPro page.
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Other Features
API
Two new subscriptions are available via the API Subscription Manager, to enable interacting with certain types of Documents in AssignmentPro: Assignment Documents and Compensation Documents.
The Compensation Documents subscription supports retrieving Cost Estimate or Compensation Worksheet Documents that have been generated in AssignmentPro
The Assignment Documents subscription allows for the creation, retrieval or deletion of Assignment, Employee, Spouse/Domestic Partner, and Assignment Dependent Documents, as well as the corresponding Passport Documents. API requests can optionally include information about parent records using query string parameters
Related endpoints for Documents will be returned as relationships when requests are made to a parent or related endpoint
The Document Type for all requests to Document endpoints will be handled as a Lookup field, so either the ID or the Display Name can be provided as a query string parameter when sending or requesting Documents
Documents that are sent into AssignmentPro via the endpoints available in the Assignment Documents subscription will automatically be associated to the relevant AssignmentPro page
Swagger support is available to support setup
People API and API Framework updates are also included this release:
Assignments used to create Authorizations using the specialized Authorization endpoint will now be set to Active when the Authorization is approved
Swagger has been updated with more detailed examples of relationships in payload models
Client Codes can now be supplied as parameters for Lookup Fields, and provided in POST requests to create records, PATCH requests to update records, or GET requests to read records and have the Client Code value returned
Additional updates have been made to Swagger to facilitate modelling Documents in example payloads, as well as more detail around Relationships
Authorizations
Fixed an issue when using Country and State field types in a user page, inside an Authorization tab, was prompting an error message “Error: parent not found”
Fixed an issue where the Employee Self-Move form was not displaying Help Text
Business Rules
Business Rules are a new means to create calculations in AssignmentPro. They can currently be used in Cost Estimate, Compensation Calculations and Invoice Auditing. Business Rules allow users to create calculations via a user interface, without any SQL, user report or Excel use.
A new “Business Rule” type option and screen to create and manage new Business Rules calculations has been added, with rich text description, multiple output types and other configuration
New “Query/Expression Builder” component inside the Business Rules screen, which will allow users to build all the business logic, comparison operators and configurations for the Business Rules usage
Business Rule configurable status (using system lookups) and status history
Copy button on the Business Rules screen to perform a copy of the Business Rule and all of its configuration
Testing/Run component in the Business Rule screen with given context, to allow users to test the Business Rule without the need to add it to a cost estimate or compensation calculation
Circular Reference and protection against infinite loops within Business Rules
Business Rules are now selectable in the Cost Estimate and Compensation Calculations template line items, in the same selection box as existing calculations
New calculations service to perform Business Rules logic and calculations, and retrieve the correct value to a line item
Feature details added:
Database Fields and Fixed Values
Table Lookups with aggregate functions (select top row, average, max, etc), manage options (create new, select existing, copy and run), multiple filters
Maths function to allow calculations (sum, multiply, etc) between different operators with currency selector, output type (money & number) and manage options (create new, select existing, copy and run)
Equus (Exchange Rate Get, CDR Line Item, etc) and SQL (Get Date, Coalesce, etc) Functions with manage options (create new, select existing, copy and run)
Other Business Rules to allow cascading and nesting Business Rules inside other Business Rules
Inputs to allow users to set logic for four specific fixed inputs:
Origin – to determine if a Business Rule was run in a Compensation Calculation or a Cost Estimate process;
Cost Estimate Year – to allow users to perform different calculation logic depending on the Cost Estimate Year (from 1 to 6)
Cost Estimate Total of Years – to allow users to differentiate the calculation logic, depending on the total of years that an assignment has (from 1 to 6)
Cost Estimate Post Assignment Year – to allow users having different calculation logic if that CE is a Post Assignment Year or not.
New Steps: ability for users to create new steps (inside the Query Builder), defining the name, jumping to specific steps, sorting those with a drag & drop, duplicating and inactivating steps
Data Providers tables are supported as part of the Field and Table Lookup Data Sources
Fields, Table Lookups, Functions, Maths and Business Rules data type validation, to ensure comparisons or calculations are between the same data types
Cost Estimates
Fixed issue where bullet points were missing in Help Text
Documents
Fixed an issue where users could not download all documents when using remote storage
Invoice Management
The existing audit rules were enhanced to support Business Rules to determine if the invoice item is valid
Landing Experience
Landing Experience Dashboards can now be configured to be viewable by Internal Users
Added a new Big Triple Count stencil widget that can be used to show a summary count plus up to 3 additional counts
All widgets on Landing Experience Dashboards have been enhanced to support easier organization when configuring the dashboard and better expansion when drilling in. Widgets now expand over other widgets for easier viewing
4 new chart widget types have been added to allow visualizing data from User Reports: Pie Chart, Bar Chart, Column Chart and Line Chart
All chart widgets support drill-in to view the data within the charts
The Navigation Menu for external users in the Landing Experience now supports customization. Menu contents are now set using the Portal Menu Configuration page
Improved organization of the Add Widget panel when creating Landing Experience Dashboards
Fixed an issue where standard widgets were forced to be the same size when used on multiple dashboards
Login Screen
Removed the configuration option to add or edit Login Page Upper and Login Page Lower Messages. Please contact your Equus representative if you need to add or update one of these messages
Mobile Employee Experience Media Delivery
Mobile Employee Experience (MEE) media delivery allows media (links, videos, documents) to be automatically delivered to employees when triggered.
Created a new MEE Help Category tailored to support delivery
Enhanced the Company Library screen with management operations for the MEE Help category, improving how Quick Workflows are affected if source content is deleted
Introduced External Links as an option to MEE Help content
Adjusted the Mobile Employee Experience documents card to support both management and visualization of external content within the MEE
Supported external streaming sites are YouTube, Vimeo, SharePoint, MS Stream and Facebook videos
Quick Workflow
Assignment level Quick Workflows can now watch multiple fields, to trigger when any changes are made to the watched fields (previously, a separate quick workflow would be required per watched field)
Fixed a performance issue that caused some batch processes to take an inordinate amount of time to complete
Added a new automation option to deliver the MEE Help Contents to targeted employees (See Mobile Employee Experience Media Delivery)
Added a new automation option to create and send Service Orders (see Service Orders)
Note: Further updates to add business rule functionality to quick workflow conditions will follow in subsequent releases
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
Service Orders
Service Orders can now be created and sent automatically from Quick Workflows
The quick workflow can use the Preferred Vendor for the selected Service Order Type, or can be configured to use a specific vendor
Note that existing service order automation functionality is unaffected
Tax Assistance
Fixed an issue where the user receives an error on the Tax Assistance - Employee Salary tab after processing the Wage Feed Import. Users were receiving the following error, “ddlDeductionOptions' has a SelectedValue which is invalid because it does not exist in the list of items. Parameter name: value”
Fixed an issue where US state salaries, Canadian province salaries and effective dates are blank when the Wage Feed import is run
Vendor Integration
Fixed an issue that was causing the Integration Event History page to time out when there are a significant number of records in the related Integration History tables
A new table, Relocation Policy Field, has been added to the base permission set for Vendor Integration