Business Rules (Multi-context)

Employee Election Set Points (Election set point)

Migrating User Tables (User table migration)

Assignment Packages

AssignmentPro APIs

Authorizations

Business Rules

Checklists

Cost Estimates

Compensation Worksheets

Documents

Election Sets

Employee Experience

Employee Feedback

Import Data

Invoice Management

Landing Experience Dashboards

Migration Packages

Online Help

Production Reports

Pulse Checks

Quick Workflows

Security Updates

Single Sign On (SSO)

System Preferences

Fixed an issue for Assignment Package Delivery Batches that were displaying errors incorrectly

Updated the Assignment Documents API Subscription to allow for Employee Passport, Spouse/Domestic Partner Passport, and Assignment Dependent Passport records to be created or updated via POST and PATCH requests in the API

Added the new U.S. Permanent Resident Card Holder field to the authorization process. Field is supported for Employee creation from a completed authorization and also supports the backfill process where an authorization is created from an assignment

Business Rules now have their own screen, to allow for better display and search of rule information

Business rules can now be used in multiple ‘contexts’, at assignment, authorization, and company level. This allows one business rule to support multiple processes, such as What-If Cost Estimates and Benefit Sets

Support of Business Rules in the What-If Cost Estimate process, including the support of inputs by the Variable Inputs configuration in Business Rules

Support of Business Rules in Benefit Sets, for the Benefit Set Line Item cost calculation and the Benefit Set Choices (minimum, maximum, and recommended amount), including the support of inputs by the Variable Inputs configuration in Business Rules

Save & Run feature improved to allow testing the Business Rule in the context of an Authorization (for testing the Business Rules for the Benefit Sets scenario) and Company (for testing the Business Rules for the What-If Cost Estimate scenario)

New available Origins (in Business Rules inputs configuration) to support the configuration of setting the origin for What-If Cost Estimates, Benefit Sets, Quick Workflows, Checklists, and Invoice Auditing in the Business Rules conditions

New “Usage” section in the Business Rules details screen that lists all the places and templates where that Business Rule is currently configured

New “Usage” tab in the Business Rules components (Multi-Context, Table Lookup, Function, Math, and Inputs) that lists all the places (other Business Rules or other components) where that component is currently being used

New Business Rules History area, which lists in a grid all the execution logs of the configured Business Rules, allowing the user to check in what processes those Business Rules were executed

Added the ability to delete Business Rules that are not configured/used in any other place and that did not run yet in any process (What-If Cost Estimates, Cost Estimate, Quick Workflows, etc.)

Support for using the “Fixed Value” source in the Then/Else conditions when the Business Rule output type is money

Support for the usage of Business Rules with the output type number in the Election Set choices

Usability improvements in the Business Rules sections (Details, Steps, and Usage) to allow clicking on the entire bar to expand/collapse the section

Fixed an issue where the Save & Run feature was not working correctly with the Post-Assignment-Year Input

Fixed an issue where the Save & Run feature did not display the correct values of the inputs when multiple inputs were used

Fixed an issue where cascading line items with math operations between potential null values in inputs was prompting an error on the Cost Estimate creation

Fixed an issue where using invalid characters in the Business Rules fields was prompting an error technical message

Added Assignment Special Security Group table to conditions grid used in Quick Workflows and throughout AssignmentPro (including Checklists, Expense Audit Rules and Business Rules)

Fixed an issue where company-specific Business Rules are copied to another company when a Checklist Template that references them is copied

Added validation to ensure the conditions grid has a value set in the “AND/OR” column for all rows other than the last

Fixed an issue with Checklists using Merged Fields that were initiated though Quick Workflows

Fixed an issue where changing the home/host country currency in the Assignment Compensation Worksheet Template, was not updating the currency in the Compensation Worksheets line items, until each of the line items was saved individually

Fixed an issue when opening the Cost Estimate Calculation Detail Report, when some line items had extremely small numbers (e.g. 8E-14), was prompting an error converting data type nvarchar to numeric

Improved status retrieval of e-signature documents to better align with DocuSign audit requirements

E-signature documents now support system e-mail header configuration including the &EQ_FROM_EMAIL merge code to show the name of the user that sent the document for signing

Election Sets now support converting monetary costs into “points” for election choices and budgets

Election Choices can override the overall point conversion rate to incentivize employees to pick certain choices

A new "Points Only" Currency Type allows points values to be defined directly in User Reports with no conversion when generating the set

Fixed an issue where an Election Set could sometimes not be submitted if using points, a budget, and rounding down converted point values

Fixed an issue where sometimes the Employee Feedback page was not accessible after activating the Mobile Employee Experience

Fixed an issue with the Self-Initiations display order, that was different in the navigation menu and the Self-Initiations screen

Fixed an issue with the Employee Delegates navigation using the left navigation logo, where the page was not loading until the user refreshes the screen

Fixed an issue where the footer on the Election Set overview page would sometimes cover useful buttons

Custom fields can now be added to the Employee Feedback details screen to support custom workflows for tracking and follow-up

Employee Feedback statuses can now be fully customized

Added support for the field U.S. Permanent Resident Card Holder field to universal import process, flexible header import and Employee Assignment flexible header import

HRIS Integration modified to support the field U.S. Permanent Resident Card Holder

Fixed an issue where Expense Audit Rules did not respect the sequence of the conditions

Added a new invoice management vendor report (Equus Vendor Summary User Report) in which audit completed expenses can be reported back to the vendor through an email submittal – if the voucher was vendor reported

Reports are delivered to vendors as an email attachment in Excel format and can be password protection for increased security

Added Reprocess validation that will require a Voucher status to which reprocessed expenses will be updated to

Added warning text to override/reprocess modals to notify users if expenses have been reported back to vendor

Fixed an issue where the Extended Assignments widget could incorrectly display very old extensions

A new Word Cloud widget has been added that displays an infographic of commonly occurring words to identify trends in text fields

Added a new Migration Package type “User Tables” to support the migration of User Tables

User Report (includes Prerequisites and Report Types) package type now includes User Tables referenced by the User Report Type

Fixed an issue that prevented some User Reports from being able to be migrated

Fixed an issue that prevented User Reports with prerequisites from using existing prerequisite reports on migration

Made an adjustment to how suggested articles are retrieved for the Help Widget by removing the custom service that handled page keywords

Fixed an issue with the running of 2 specific RDLC reports (Tax Calc - Year End and Tax Calc - Assignment Year End) with one or more sub-reports, where the configured parameters were not honored

Scheduled Pulse Checks now support filters and can be sent to specific employee populations

Pulse Check questions support situational rules and questions can show/hide based on assignment criteria

When a Pulse Check Template is associated with a Quick Workflow, that Quick Workflow is now listed on the template configuration page

Pulse Checks now indicate the current page and total number of pages for a better user experience in the Mobile Employee Experience

Pulse Checks have an option to appear in the new Announcements section of the Mobile Employee Experience and supports branding and extra description text

Added validation to ensure the conditions grid has a value set in the “AND/OR” column for all rows other than the last

Fixed an issue that caused Quick Workflows to sometimes not trigger when the target field changed

Fixed an issue where Quick Workflows that fire based on a target date would error

Fixed an issue where Quick Workflows had slow performance when many workflows were fired

Fixed an issue where Quick Workflows were sometimes firing inappropriately because of a change in how conditions are evaluated

Fixed an issue where condition sequences were not honored

Fixed an issue in the conditions grid where certain status fields, such as Service Order: Status, did not list all available statuses. This also applies to Checklist Templates

Fixed an issue where Quick Workflows were sometimes not firing when expected when the “Is Not Equal To” comparator is used in a condition

Fixed an issue where inactive lookup values could no longer be entered as conditions

As a standard process, Equus fixes vulnerabilities found through testing and analysis. For this release, a few enhancements have been made to address findings

Added support for multiple IDP (Identity Providers) SSO to a single instance of AssignmentPro

Modified SSO Provisioning processes to support user creation from multiple IDPs

The "Plugin batch default maximum wait time" power user system preference (TBJOBMAXWT) can now be set to 0 for unlimited wait time